Kunshan Dongwei Technology (688700)2022-11-19 03:10Group 1: PET Composite Film Material - The PET composite film material is at a stage where it can effectively address safety issues in battery usage and improve energy density [1] - There is a growing interest from lithium battery material companies in PET composite film, with some companies taking action this year [2] - The supply of PET composite film material is currently insufficient, but its application scenarios are expected to increase over time [2] Group 2: Company Strategy and Market Position - The company does not plan to participate in the production and operation of composite film materials but aims to provide better equipment and technical services for enterprises entering the lithium battery film material industry [2] - The company is focusing on high-end equipment research and development to enhance product quality and yield, thereby improving customer service [4] - The PCB industry is expected to maintain a stable growth rate, with the company continuously launching equipment that meets market demands [3] Group 3: Impact of COVID-19 - The company’s main production base in Anhui was not halted during the pandemic, but the supply chain in Suzhou and Wuxi was affected [3] - The company took proactive measures to prepare for resuming operations, and by early May, production had returned to normal [3] Group 4: Market Trends and Future Outlook - The PCB electroplating equipment business is expected to grow due to technological upgrades and new capacity [3] - The company anticipates a steady growth in market share while focusing on high-end equipment development [4]