斯迪克(300806) - 斯迪克调研活动信息

Company Overview - Sdik is a leading manufacturer specializing in adhesives and functional coating composite materials, with capabilities in self-developed coating raw materials and synthesis [2] - The company has a strong focus on innovation, precision manufacturing, and rapid market response, providing high-quality functional coating composite materials for various markets including optics, new energy vehicles, and microelectronics [2] Technology Advantages - In the foldable screen sector, Sdik has leveraged its partnerships with leading clients to develop multi-layer flexible optical materials, breaking international monopolies and addressing industry challenges such as visible creases and adhesive detachment [3] - For MLCC release films, Sdik offers high cleanliness production environments and high-quality PET base films, establishing solid relationships with key industry clients [4] - In the new energy vehicle sector, Sdik's self-developed materials like ear glue tape and aerogel packaging films enhance battery safety by preventing thermal runaway and improving fire resistance [5] - Sdik has made significant advancements in AR glasses, transitioning from single-layer to multi-layer delivery of optical materials, and collaborating with North American clients for core material development [6] Equity Incentive Plan - In 2024, Sdik launched a new equity incentive plan granting 2,221,971 restricted stocks to 102 individuals, representing 0.49% of the total share capital [7] - The performance targets for the incentive plan are ambitious, with revenue growth rates set at no less than 40%, 75%, and 120% for the years 2025-2027 [7][8] - The company acknowledges the challenges of meeting these targets but remains optimistic due to its strong market planning and performance across multiple business segments [8]