证券代码：300260 证券简称：新莱应材 编号：2021-011 昆山新莱洁净应用材料股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ ...

证券代码：300260 证券简称：新莱应材 编号：2021-010 昆山新莱洁净应用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 | 太平洋证券：杨钟； | | | 人员姓名 | 建信信托：张冲； 银华基金：陈日华； | | | | 汐泰投资：董函。 | | | | | | | 时间 | 2021 年 9 月 7 日 | | | 地点 | 公司会议室 | | | 上市公司接待人 员姓名 | 理朱孟勇。 | 副总经理、半导体事业部总经理陈建安；董事会秘书、副总经 | | | 1 、公司业务介绍及 | ...

证券代码：300260 证券简称：新莱应材 编号：2021-014 昆山新莱洁净应用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（电话会议） | | | 参与单位名称及 | 中信建投证券：夏涛、朱宁、韩非 | | | 人员姓名 | 平安基金：朱春禹 宏道投资：段然 汇添富基金：马磊、马翔、韩超 | | | | | | | 时间 | 2021 年 9 月 27 日 | | | 地点 | 公司会议室 | | | 上市公司接待人 员姓名 | 理朱孟勇。 | 副总经理、半导体事业部总经理 ...

证券代码：300260 证券简称：新莱应材 编号：2021-008 昆山新莱洁净应用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 | 上海智越投资：陈文 | | | 人员姓名 | 方正证券：吕卓阳、胡园园 | | | 时间 | 2021 年 9 月 1 日 | | | 地点 | 公司会议室 | | | 上市公司接待人 员姓名 | 董事会秘书、副总经理朱孟勇 | | | | | | | | 1 、公司业务介绍及 | 2021 年上半年经营情况介绍？ | | | | 新莱应材主营业务之一为洁净应用材料和高纯及超高纯 ...

证券代码：300260 证券简称：新莱应材 编号：2021-005 昆山新莱洁净应用材料股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------|-----------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

Group 1: Company Overview and Business Segments - The company specializes in clean application materials and high-purity materials, primarily used in food safety, biomedicine, and the semiconductor industry [2][3] - The company has developed a complete technical system for clean application materials and high-purity materials over more than 20 years [3] - The subsidiary, Shandong Bihai, focuses on aseptic packaging materials and related equipment for liquid foods, providing integrated solutions for production and packaging [4] Group 2: Financial Performance and Market Trends - In the first half of 2021, the food segment maintained steady growth, while the biomedicine segment benefited from rapid expansion of vaccine production [4] - The semiconductor segment experienced growth due to the acceleration of domestic semiconductor production [4] - The gross profit margin in the food segment declined significantly due to rising raw material prices, while margins in the biomedicine and semiconductor segments improved as production capacity was released [4] Group 3: Semiconductor Industry Insights - The company’s semiconductor products are used in IC, LED, LCD, and photovoltaic applications, with a business model that includes direct sales and engineering company purchases [5] - The semiconductor product usage accounts for approximately 3%-5% of total chip factory expenditures and 5%-10% of semiconductor equipment procurement [5] - The market space for semiconductor products exceeds 50 billion RMB, with competition primarily from foreign companies [5][6] Group 4: Food Industry Development - The company aims to expand its market share in the food industry, leveraging its technology and integrated service offerings [6] - Shandong Bihai has entered the supply chains of leading domestic and international companies, including Nestlé and Master Kong [6] - The company plans to increase product promotion for new offerings in the food packaging sector [6] Group 5: Raw Material Price Impact - The rise in raw material prices has significantly impacted the cost of packaging products, but the company has not raised prices in response to competitors [7] - If raw material prices remain high, the company anticipates a price increase for packaging materials in the following year [7] Group 6: Biomedicine Sector Competitiveness - The company is the first in Asia to achieve dual certification for ASME BPE pipeline components, crucial for biopharmaceutical companies seeking FDA approval [7] - Key clients in the biopharmaceutical sector include Dongfulong and Chutian Technology [7]

证券代码：300260 证券简称：新莱应材 编号：2021-012 昆山新莱洁净应用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 | 国信证券：黄盈 | | | 人员姓名 | 财通资管：洪骐 | 中银国际证券：叶善庭、曾晖、杨绍辉、雷苏容 嘉实基金：王宇恒、卓佳亮、陈俊杰、延健磊 | | | | | | 时间 | 2021 年 9 月 17 日 | | | 地点 | 公司会议室 | | | 上市公司接待人 员姓名 | 理朱孟勇。 | 副总经理、半导体事业部总 ...

证券代码：300260 证券简称：新莱应材 编号：2021-007 昆山新莱洁净应用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 | 太平洋证券：杨钟 | | | 人员姓名 | 中海基金：包江麟 | | | | 3W Fund ：杨文斌 | | | | 上海复胜资产：周瑞剑 | | | | 上海博鸿资产：蔡成吉 | | | | 易方达基金：何信 | | | | 上海钦沐资产：吴海宁 | | | | 希瓦资产：王威 | | | | 华泰柏瑞基金：李学涛 | | | | 德邦资管：孔祥国 | | | 时间 | 2021 年 8 月 ...

证券代码：300260 证券简称：新莱应材 编号：2021-019 昆山新莱洁净应用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（电话会议） ...

证券代码：300260 证券简称：新莱应材 编号：2021-016 昆山新莱洁净应用材料股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------|-----------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| ...