Group 1: Company Overview - Xinlai Materials specializes in clean application materials and high-purity materials for various sectors, including food safety, biomedicine, and semiconductors [5] - The company has developed a complete technical system for clean application materials and high-purity materials over more than 20 years [5] Group 2: Business Segments - The company operates through three main segments: food packaging, biomedicine, and semiconductors [5][6] - The food packaging segment has shown steady growth, while the biomedicine segment has benefited from the rapid expansion of vaccine production [6] - The semiconductor segment is experiencing growth due to the domestic semiconductor localization process [6] Group 3: Financial Performance - In Q3 2021, the company achieved record revenue and profit, driven by the recovery of overseas subsidiaries and increased production capacity [6] - The food segment faced a decline in gross margin due to rising raw material prices, while the biomedicine and semiconductor segments saw improved margins [6] Group 4: Semiconductor Business - The semiconductor business involves IC, LED, LCD, and photovoltaic applications, primarily focusing on vacuum systems and gas transmission control systems [6][7] - The company has established a strong customer base, including major domestic and international clients, with a focus on expanding gas systems [7] - The market for semiconductor products is estimated to exceed 50 billion RMB, with the company's products accounting for approximately 3%-5% of total chip factory investments [7] Group 5: Food Packaging Business - The acquisition of Shandong Bihai in 2018 allowed the company to produce aseptic packaging materials and filling machines for liquid foods [8] - The company has entered the supply chains of leading domestic and international brands, aiming to expand its market share [8] Group 6: Raw Material Price Impact - Rising raw material prices have significantly impacted packaging product costs, but the company has not raised prices in response to competitors [8] - The company anticipates that the impact of raw material price increases will diminish in the second half of the year [8] Group 7: Biomedicine Sector - The company is the first in Asia to obtain dual certification for ASME BPE fittings, crucial for biopharmaceutical companies seeking FDA approval [9] - Major clients in the biomedicine sector include Dongfulong, Chutian Technology, and Aoxing [9]

Group 1: Company Overview and Business Segments - New Lai Materials specializes in clean application materials and high-purity materials, primarily serving the food safety, biopharmaceutical, and semiconductor sectors [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 for liquid foods and has integrated solutions for liquid food enterprises [3][6] Group 2: Business Performance and Market Trends - In the first half of 2021, the food segment maintained steady growth, while the biopharmaceutical segment benefited from rapid expansion of vaccine production [3][4] - The semiconductor segment experienced accelerated growth due to the domestic semiconductor localization process [3][4] - The food segment faced a significant decline in gross profit due to rising raw material prices [3] Group 3: Semiconductor Industry Insights - The company’s semiconductor business includes IC, LED, LCD, and photovoltaic applications, focusing on vacuum systems and gas transmission control systems [4] - Major clients include international and domestic companies such as Applied Materials, North Huachuang, and Changjiang Storage [4][5] - The semiconductor products account for approximately 3%-5% of total chip factory investments and 5%-10% of semiconductor equipment procurement [5] Group 4: Competitive Advantages and Market Space - The semiconductor product market space exceeds 50 billion RMB, with competition primarily from foreign companies [5] - In the food industry, the company aims to develop Bihai products, with Tetra Pak being a benchmark enterprise, reporting annual revenue of around 100 billion RMB [5] Group 5: Challenges and Strategic Responses - The rise in raw material prices has significantly impacted packaging product costs, but the company has not raised prices in response to competitors [6] - The company anticipates a reduction in the impact of raw material price increases in the second half of the year, with potential price adjustments in the future if high prices persist [6] - The biopharmaceutical segment is recognized for its competitive edge, being the first in Asia to achieve dual certification for ASME BPE piping [7]

证券代码：300260 证券简称：新莱应材 编号：2021-018 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：吕娟、韩非、陈宣霖、张捷、王晨宇、叶天鸣； | | 人员姓名 | | 博时基金管理有限公司：邵凯；中科沃土基金管理有限公司： | | | | 黄艺明；中银基金管理有限公司：刘潇；光大保德信基金管理 | | | | 有限公司：丑凯亮；华商基金管理有限公司：朱明涛；海富通 基金管理有限公 ...

证券代码：300260 证券简称：新莱应材 编号：2022-001 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） | | | --- | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

Group 1: Company Overview and Business Segments - New Lai Materials specializes in clean application materials and high-purity materials, primarily serving the food safety, biomedicine, and semiconductor sectors [3][4] - 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 machinery for liquid foods, providing integrated solutions for clients [3][6] Group 2: Financial Performance - In 2021, the company projected a profit of 166 million to 185 million RMB, representing a year-on-year growth of 101.05% to 124.06% [4] - The food segment experienced steady growth, while the biomedicine segment benefited from the expansion of vaccine production [4] - The semiconductor segment saw accelerated growth due to the domestic semiconductor localization process [4] Group 3: Semiconductor Industry Insights - The semiconductor business involves IC, LED, LCD, and photovoltaic applications, with a focus on vacuum systems and gas transmission control systems [4][5] - The company’s semiconductor products account for approximately 3%-5% of total chip factory investments and 5%-10% of semiconductor equipment procurement [5] - The market for semiconductor products is estimated to exceed 50 billion RMB [5] Group 4: Challenges and Strategies - Rising raw material prices have significantly impacted the company's packaging product costs, but no price increases have been implemented yet [6][7] - The company plans to pass on potential price increases to customers if raw material prices remain high [6] - Current production capacity is under pressure due to order backlogs, with expansion efforts underway to alleviate this issue [7] Group 5: Competitive Advantages - The company is the first in Asia to achieve dual certification for biopharmaceutical piping components, crucial for FDA certification processes [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：2022-002 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 | 富荣基金：毛运宏 | | | 人员姓名 | 东吴证券：罗悦、韦译捷、周尔双 | | | | 中金基金：汪洋 | | | | 博鸿资产 ：蔡成吉 | | | | 敦和资产：李乾 | | | | 健顺投资：卢雅霖 | | | | 碧云资本：陈超俊 | | | | 华夏基金：张超 | | | | 国信证券权益投资部：刘彬 | | | | 兴业证券：李双亮、王佩麟 | | | | 惠升基金：王矗 | | | | 长江证券自营：冯源 | | | | 摩根 ...

编号：2022-008 证券代码：300260 证券简称：新莱应材 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 人员姓名 | | 中信建投证券：韩非、吕娟、常鑫、彭元立；天弘基金：陈祥； 南方基金：钟贇；嘉实基金：吴剑樑；建信基金：李登虎；银 | | --- | --- | |-----------------------|--------------------------------------------- ...

证券代码：300260 证券简称：新莱应材 编号：2022-009 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 | --- | --- | --- | |-----------------------------|--------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

编号：2022-011 证券代码：300260 证券简称：新莱应材 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 - XINLAI Materials specializes in clean application materials and high-purity materials, primarily serving the food safety, biopharmaceutical, and semiconductor industries [2][3] - The company has developed a complete technical system for clean application materials and high-purity materials over more than 20 years [3] Group 2: Financial Performance - In the first half of 2022, the company achieved a revenue of CNY 1.224 billion, representing a year-on-year growth of 36.57% [3] - The net profit attributable to shareholders was CNY 156 million, showing an increase of nearly 130% compared to the previous year [3] Group 3: Semiconductor Sector - The semiconductor business includes applications in IC, LED, LCD, and photovoltaic sectors, with a focus on vacuum systems and gas systems [4][5] - The company’s semiconductor products account for approximately 3%-5% of total chip factory investments and 5%-10% of semiconductor equipment procurement [5] - The market for semiconductor products exceeds CNY 50 billion, with significant competition from foreign companies [5] Group 4: Food Packaging Sector - The company’s subsidiary, Shandong Bihai, specializes in aseptic packaging materials for liquid foods, including paper-aluminum-plastic composite materials [3][6] - The food packaging market is expected to grow, with major clients including well-known brands like Nestlé and Master Kong [6] Group 5: Biopharmaceutical Sector - XINLAI is the first Asian company to obtain dual certification for ASME BPE piping components, crucial for FDA certification in biopharmaceuticals [6][7] - Key clients in the biopharmaceutical sector include Dongfulong and Chutian Technology [7] Group 6: Future Strategies - The company aims to capitalize on domestic substitution trends in the semiconductor industry and expand its market share in food safety and biopharmaceuticals [7] - Future product development will focus on high-value pharmaceutical-grade pumps and valves to mitigate market risks [7]