Group 1: Investor Relations Activity Overview - The investor relations activity was an online meeting held on January 2, 2025 [3] - Attendees included various securities firms and asset management companies, such as Huayuan Securities and Sequoia Capital [3][4] - Company representatives included the board secretary and a securities specialist [4] Group 2: Production and Sales Performance - In Q4 2024, the company expects full production capacity, with A line currently limited in efficiency due to width constraints [5] - B and C lines are focused on fulfilling regular customer orders, with full production anticipated in Q4 2024 [5] Group 3: Growth Opportunities - The growth in the aramid paper business for 2025 is expected to come from the honeycomb core material sector and expansion into new application areas [6] - The company aims to replace foreign competitors in the aramid paper market [6] Group 4: Overseas Market Recovery - The overseas business is recovering well in the second half of 2024, with ongoing issues in the Russian payment sector [6] - Anticipated recovery in the overseas market for 2025 due to the establishment of a Hong Kong subsidiary and VTB Bank account [6] Group 5: New Product Development - The pilot line for flash-spun nonwoven fabric has produced products, with ongoing evaluations for industrialization based on market demand and technical feasibility [7] - The RO membrane substrate project is progressing quickly, with plans for industrialization to begin in 2025 [7]
民士达(833394) - 投资者关系活动记录表