WOTE(SZ:002886)2023-09-22 12:31Group 1: Company Performance - The company's revenue for the first half of the year reached 720 million CNY, with special materials accounting for 55.84% of total revenue [3] - The LCP material production capacity utilization rate was low in the first half of the year, but expansion plans are in place following a successful capital increase [2] - The company aims to achieve its stock incentive targets in the upcoming years [4] Group 2: Product Applications and Developments - The company has successfully applied its materials in smart automotive components, including positioning lines and HUD displays [2] - Research on LCP films has been conducted, covering various aspects such as resin, film preparation, and multi-layer board production [3] - The company is actively developing materials for 6G technology, although mass production has not yet been established [2] Group 3: Market and Supply Chain - The supply issue for the raw material biphenol (BP) has been resolved, and the company expects to return to a healthy development phase as new BP production capacities come online [4] - The company is working on expanding its LCP production capacity to meet market demands and enhance competitive strength [2] - The company has developed material solutions for specific products, including those used in the Mate60 and M7 vehicles [3]