Group 1: Company Overview - Suzhou Jinfu Technology Co., Ltd. is involved in the production of aerogel thermal insulation products for power batteries, primarily supplying to major battery manufacturers like CATL [1][2]. - The company’s wholly-owned subsidiary, Xiamen Lifu, has been engaged in the aerogel business since 2015, initially focusing on thermal pads for laptops before transitioning to power battery applications in 2016 [2]. Group 2: Business Performance - As of the first half of 2022, Xiamen Lifu achieved a revenue of 178 million CNY, representing a year-on-year growth of 75.95% [2]. - The company has established itself as a key supplier of aerogel thermal insulation products to CATL and is expanding its market share [2]. Group 3: Market Position and Clients - Xiamen Lifu is currently a major supplier for CATL and is in discussions with potential clients including BYD, FAW-Volkswagen, XPeng Motors, and others [2][3]. - The company’s competitive advantage lies in its patented technologies that address the technical challenges of aerogel materials, particularly the issue of powder shedding [2][3]. Group 4: Future Plans - Xiamen Lifu is advancing towards automation in the manufacturing of aerogel products and aims to explore new application scenarios for aerogel materials in collaboration with upstream suppliers [3].

Group 1: Company Overview - Suzhou Jinfu Technology Co., Ltd. is involved in the production of aerogel thermal insulation products for power batteries, primarily supplying to major battery manufacturers like CATL [1][2]. - The company’s subsidiary, Xiamen Lifu, has been engaged in the aerogel business since 2015, initially focusing on thermal pads for laptops before transitioning to power battery applications in 2016 [2]. Group 2: Financial Performance - As of the first half of 2022, Xiamen Lifu achieved a revenue of 178 million CNY, representing a year-on-year growth of 75.95% [2]. Group 3: Market Position and Clients - Xiamen Lifu is a key supplier of aerogel thermal insulation products to CATL and is expanding its client base to include companies like BYD, FAW-Volkswagen, and XPeng Motors [2][3]. - The company is actively exploring new applications for aerogel materials in various commercial fields [3]. Group 4: Technological Advantages - Xiamen Lifu holds multiple patents related to aerogel material packaging, addressing the technical issue of material powdering, which enhances the usability of aerogel in power batteries [3]. - The company is advancing automation in the manufacturing of aerogel products and maintains stable long-term partnerships with upstream raw material suppliers [3]. Group 5: Future Projects - The company is working on a graphene heat dissipation film project, aiming for an annual production capacity of 4 million square meters upon completion [3]. - Initial product testing for the graphene film has shown promising results, with ongoing communications with electric vehicle battery manufacturers for sample testing [4]. Group 6: Financing and Regulatory Status - The company submitted its application for a specific stock issuance to the Shenzhen Stock Exchange on November 28, 2022, to fulfill regulatory requirements [4].

Group 1: Company Development Strategy - The company is adjusting its development strategy to transition from a parts supplier to a multi-component supplier, aiming to extend its reach along the industrial chain and diversify its hardware offerings [2] - The strategy includes a focus on "hardware + content" to capture new markets in consumer electronics [2] Group 2: Current Business Operations - The company will maintain steady growth in its traditional business of electronic component manufacturing, focusing resources on high-quality clients while developing new customer relationships [2] - The company is investing in the lottery and mapping industries to adapt to changes in the consumer electronics business model [2] Group 3: Acquisition of Maizhi Technology - The acquisition involves purchasing 75% of Maizhi Technology for an assessed value of RMB 1.2 billion, with 63.75% paid through shares and 11.25% in cash [3] - The merger is expected to create synergies by leveraging shared market channels and customer bases, aiming for a combined effect greater than the sum of individual contributions [3] Group 4: Financial Projections for Maizhi Technology - Maizhi Technology is projected to achieve net profits of RMB 120 million in 2014, RMB 150 million in 2015, and RMB 190 million in 2016, indicating a strong market outlook [4] Group 5: Market Challenges and Opportunities - The company acknowledges challenges in the TV sector due to high production costs and insufficient capacity, which have affected order volumes and quarterly profits [3] - The development of curved and large-screen TVs is expected to enhance market acceptance and drive future growth for related technologies [3]

编号：2014-006 证券代码：300128 证券简称：锦富新材 苏州锦富新材料股份有限公司投资者关系活动记录表 | --- | --- | --- | --- | --- | |-----------------------|------------------------|----------------------------------------|--------------------------------------------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

编号：2014-005 证券代码：300128 证券简称：锦富新材 苏州锦富新材料股份有限公司投资者关系活动记录表 | --- | --- | --- | |-------------------------|-------------------------------------------------------------------------------------------------|-------------------------------------------------------------------------------------| | 投资者关系活动 \n类别 | √特定对象调研 □分析师会议 \n□媒体采访 □业绩说明会 \n□ 新闻发布会 □路演活动 \n□现场参观 \n□ 其他 | | | 参与单位名称及 人员姓名 | | 泽熙投资 严鹏 浙商证券 孟圣 | | 时间 | 2014 年 7 月 4 日 | | | | | | | 地点 | 锦富新材公司管理总部 | | | 上市公司接待人 | 董事会秘书葛卫东先生 | | | 员姓名 | | | | 投资者关系活 ...

Group 1: Company Overview - Suzhou Jinfeng New Materials Co., Ltd. was listed on the Shenzhen Stock Exchange in October 2010, marking 5 years of stable performance [2] - The company has 208 patents, including 183 utility model patents and 24 invention patents [2] Group 2: Market Challenges - The global TV and PC markets are experiencing significant slowdowns, leading to increased competition and a decline in revenue and gross margins for traditional business operations [2][4] - The company is facing low gross margins due to falling sales prices and rising costs in the context of market challenges [4] Group 3: Development Strategy - The company aims to stabilize market share and optimize customer and product structure, transitioning from OEM to ODM business models [3] - There is a focus on upgrading manufacturing technology for consumer electronics and enhancing competitiveness in traditional equipment [3] - The company is leveraging internet technology to integrate traditional business with new internet applications, particularly in panoramic holographic mapping [3] Group 4: Innovation and R&D - The company is investing in new materials and processes, with ongoing development in high-performance graphene powder and nanoprinting sapphire substrate patterning [3] - The company is enhancing its R&D capabilities in traditional die-cutting equipment and developing new automated equipment [3]

编号：2014-008 证券代码：300128 证券简称：锦富新材 苏州锦富新材料股份有限公司投资者关系活动记录表 | --- | --- | --- | |-----------------------|-------------------------|---------------------------| | | | | | 投资者关系活动 | | √特定对象调研 □分析师会议 | | 类别 | □媒体采访 □业绩说明会 | | | | □ | 新闻发布会 □路演活动 | | | □现场参观 | □ 其他 | | 参与单位名称及 | 长江证券 卞曙光 | | | 人员姓名 | | | | 时间 | 2014 年 11 月 7 | 日 | | 地点 | 锦富新材公司管理总部 | | | | | | | 上市公司接待人 员姓名 | 董事会秘书葛卫东先生 | | | | 一、公司长期发展战略 | | | --- | --- | |--------------------------------|--------------------------------------------------------- ...

编号：2015-003 证券代码：300128 证券简称：锦富新材 苏州锦富新材料股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------|-------------------------|------------------------------------------------------------------------------| | | | | | 投资者关系活动 | | √特定对象调研 □分析师会议 | | 类别 | | □媒体采访 □业绩说明会 | | | □ | 新闻发布会 □路演活动 | | | □现场参观 | □ 其他 | | 参与单位名称及 | 国泰君安 王聪 | | | 人员姓名 | | | | 时间 | 2015 年 5 月 15 | 日 | | 地点 | | 昆山迈致治具科技有限公司会议室 | | 上市公司接待人 | | | | 员姓名 | | 公司副董事长黄亚福先生 公司证券部人员 | | 投资者关系活动 | | 公司副董事长黄亚福先生就以下方面与投资者进行了交流： | | | 一、关于 A | 客户产品 | | 主要 ...

Group 1: Company Development Strategy - The company aims to transition from a component supplier to a multi-component supplier, extending its reach along the industrial chain and diversifying hardware development [2] - The focus will be on smart manufacturing, consumer electronics, and panoramic holographic mapping data applications, aligning with new industrial revolutions and lifestyle changes [2] - The traditional business of electronic component manufacturing will continue to grow steadily, with resources directed towards high-quality clients and new customer development [3] Group 2: Current Business Operations - The company is accelerating R&D progress and has acquired a 75% stake in a fixture R&D and production company to enhance its core competitiveness [2] - The company is actively expanding its CNC equipment production and R&D capabilities, while also strengthening its sapphire equipment development [3] - A pilot line for high-performance graphene powder preparation is currently in trial, with plans to establish a dedicated graphene application company upon successful trials [3] Group 3: Market Outlook and Opportunities - The future of professional testing equipment is promising, especially as mobile devices trend towards high-end smart technology, increasing reliance on testing equipment [3] - There is potential for professional testing equipment to expand into industrial electronics and automotive electronics sectors [3] - The domestic market for testing equipment in first and second-tier brands of mobile devices is expected to grow significantly [3]