Group 1: Product Development and Market Position - The company expects to conduct trial production of photoresist by the end of 2015, with current prices around 50,000 yuan/ton, potentially decreasing in the future [3] - The company estimates its domestic market share for fiber coating materials to be approximately 60% [3] - The company anticipates an increase in sales of UV-cured fiber optic cable coating materials due to national broadband investments [3] Group 2: Financial Performance - Overseas revenue accounted for about 15% of total revenue in the first half of 2015 [4] - The increase in gross profit in the first half of 2015 is attributed to a decrease in raw material procurement prices [4] - The price of the company's fiber coating products is about 10% lower than that of foreign suppliers [4] Group 3: Future Plans and Market Expansion - The company plans to focus on electronic chemicals as a key development product to enrich its product line [6] - The company aims to expand its market presence in South China for plastic coatings, responding to market demand with additional products [6] - The company is exploring mergers and acquisitions primarily in the new materials sector to create synergies with existing operations [7]

Market Expansion and Product Sales - The growth in fiber optic cable coating materials is driven by expansion in overseas markets and growth in the optical communication industry [3] - Last year's sales volume of fiber optic cable coating materials was approximately 6,400 tons [3] - It is expected to reach 10,000 tons in 2-3 years, with slower growth thereafter [3] - New product revenue accounted for about 14-15% in the quarterly report [3] International Market Insights - Growth in overseas markets is primarily seen in South Korea, India, and the United States, with stable growth in South Korea and faster growth in India and the U.S. [3] Product Development and Certification - The photoresist project is expected to receive trial production approval by June or July, with full government acceptance anticipated by September [4] - Currently, 7-8 clients are in the sample certification process for the photoresist project [4] - The price of the photoresist product is approximately 20-30% lower than competitors [4] Market Size and Competition - The domestic market for wet film photoresist is approximately 30,000 tons, with a target market of about 10,000 tons [5] - The company’s ultra-pure alumina is primarily used for sapphire substrates, with a purity level of 5N achieved in pilot tests [6] Financial Performance and Future Outlook - The growth rate in the first quarter is expected to be higher than the annual average, primarily due to lower orders from fiber optic customers in the previous year [8] - The management is considering stock incentive plans at an appropriate time [8] - The company aims for new products to match or exceed the scale of fiber optic cable coating materials [8]

Group 1: Company Overview - The company is Shanghai Feikai Optoelectronic Materials Co., Ltd., with stock code 300398 and abbreviation Feikai Materials [1] - The investor relations activity took place on November 5, 2014, from 15:00 to 16:30 [2] Group 2: Project Development - The photoresist project is currently in the pilot testing stage, with plans for production completion by mid-next year [3] - The plastic coating project has a 4-5 year accumulation of experience, primarily focused on the East China region, with plans to expand into South China [3] Group 3: Market Position and Strategy - The company estimates a market share of approximately 60% in the domestic optical fiber coating market [3] - The company has competitive advantages in pricing and local service compared to imported products [3] Group 4: Production and Capacity - The company is managing production capacity effectively based on market demand, with plans to expand existing capacity using free funds [3] - The production process utilizes both domestic and foreign sourced monomers [5] Group 5: Research and Development - The company employs over 70 R&D personnel, organized by product groups [5] - There is a complete incentive system in place for R&D personnel [7] Group 6: Financial Insights - The cost of optical fiber coating materials accounts for approximately 10% of downstream customer product costs [7] - The company anticipates that projects will take about 2-3 years to reach full production [7]

证券代码：300398 证券简称：飞凯材料 编号：2014-002 上海飞凯光电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 （请文字说明其他活动内容） | | 参与单位名称及 | | 民生加银基金朱振坤、长信基金陈言午、安信证券袁善宸、孙 | | 人员姓名 | | 琦祥、王席鑫、申银万国张騄、陆士杰、鹏华基金孙婕衎、招商 | | | | 证券柴沁虎、混沌道然资产刘鉴、从容投资高高、农银汇理杨 | | | | 伟、华宝兴业区伟良、徐程惠、海通证券黄慧、中国平安茅玉 | | | | 峰、博时基金王晓冬、海富通基 ...

证券代码：300398 证券简称：飞凯材料 编号：2015-001 上海飞凯光电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 （请文字说明其他活动内容） | | 参与单位名称及 人员姓名 | | 海通证券张瑞、上投摩根叶敏、朱雀投资胡小骏 | | 时间 | 2015 年 1 月 23 日 | 14:30——16:00 | | 地点 | 上海飞凯光电材料股份有限公司 | | | 上市公司接待 | | 董事会秘书兼财务总监苏斌、证券事务代表夏时峰 | | 人员姓名 | | | | 投资者关系活动 | 1. 海外市场 ...

证券代码：300398 证券简称：飞凯材料 编号：2015-002 上海飞凯光电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 （请文字说明其他活动内容） | | 参与单位名称及 | | 汇添富基金李华伟、交银康联人寿陈建新、民生加银基金朱振 | | 人员姓名 | | 坤、长盛基金代毅、中银国际江映德、南方基金霍竞春、华富基 | | | | 金许一、彤源投资陆凤鸣、中海基金易小金、中海基金俞中华、 | | | | 华泰柏瑞基金沈雪峰、广发证券郭敏、华泰资产管理尚烁徽、 | | | | 海富通基金肖威兵、中银基金马 ...

编号：2016-001 证券代码：300398 证券简称：飞凯材料 上海飞凯光电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 （请文字说明其他活动内容） | | 参与单位名称及 | | 申万宏源宋涛、银河基金张瑞、宽奇资产徐爽、兴业全球朱璘、 | | 人员姓名 | 华泰柏瑞姚晨飞、信诚基金杨强 | | | 时间 | 2016 年 11 月 30 日 | 10:00——11:30 | | 地点 | 上海飞凯光电材料股份有限公司 | | | 上市公司接待 | | 董事会秘书兼财务总监苏斌、证券事务代表夏时峰 | | 人员姓名 | ...

证券代码：300398 证券简称：飞凯材料 上海飞凯光电材料股份有限公司投资者关系活动记录表 编号：2017-004 | --- | --- | --- | --- | --- | |-----------------------|--------------------------------|---------------------------------------------------------|-------|----------| | | | | | | | 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 | （请文字说明其他活动内容） | | | | 参与单位名称及 | | 野村投信-刘尹璇、中国信托投信-邱魏悦、康和证券-洪庆钟、 | | | | 人员姓名 | 国泰投信-黄玉枝、中华汇丰投信 | - 赖安庭、统一证券-唐嘉妤、 | | | | | 复华投信 - 谢柏垣、 | Polunin Capi ...

编号：2017-001 证券代码：300398 证券简称：飞凯材料 上海飞凯光电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 （请文字说明其他活动内容） | | 参与单位名称及 | | 中泰证券吴成鼎、肖晴、宏铭投资郑琢璞、景林资产黄义志、山 | | 人员姓名 | 西证券王磊、晟盟资产张波 | | | 时间 | 2017 年 2 月 27 | 日 15:00——16:00 | | 地点 | 上海飞凯光电材料股份有限公司 | | | 上市公司接待 | | 董事会秘书兼财务总监苏斌、证券事务代表夏时峰 | | 人员姓名 | | | | ...

证券代码：300398 证券简称：飞凯材料 上海飞凯光电材料股份有限公司投资者关系活动记录表 编号：2017-002 | --- | --- | --- | --- | --- | |-----------------------------|--------------------------------------------------------|--------------------------------------|-------|-------| | | | | | | | 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 | （请文字说明其他活动内容） | | | | 参与单位名称及 人员姓名 | 详见附件 | | | | | 时间 | 2017 年 3 月 13 日 14:45 | —— 15:30 | | | | 地点 | 上海飞凯光电材料股份有限公司 | | | | | 上市公司接待 | 董事长兼 ...