编号： 2022-023 证券代码：300537 证券简称：广信材料 2022 年 11 月 24 日投资者关系活动记录表 | --- | --- | |-------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

编号： 2021-001 证券代码：300537 证券简称：广信材料 2021 年 3 月 4 日投资者关系活动记录表 | --- | --- | --- | --- | |-------------------------|------------------------------------|-----------------------------------------------------------------------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | | | √特定对象调研 | □分析师会议 | | | 投资者关系活 ...

编号： 2022-021 证券代码：300537 证券简称：广信材料 2022 年 11 月 21 日投资者关系活动记录表 | --- | --- | --- | |-------------------------|-----------------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

编号： 2022-019 证券代码：300537 证券简称：广信材料 2022 年 11 月 16 日投资者关系活动记录表 | --- | --- | --- | |-----------------------|----------------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

编号： 2022-013 证券代码：300537 证券简称：广信材料 2022 年 9 月 22 日投资者关系活动记录表 | --- | --- | --- | |-------------------------|---------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

编号： 2022-009 证券代码：300537 证券简称：广信材料 2022 年 9 月 8 日投资者关系活动记录表 | --- | --- | --- | |-------------------------|------------------------------------------------------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

编号： 2022-005 证券代码：300537 证券简称：广信材料 2022 年 8 月 30 日投资者关系活动记录表 | --- | --- | --- | |-------------------------|-------------------------------------------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ ...

1 证券代码：300537 证券简称：广信材料 2022 年 9 月 28 日投资者关系活动记录表 编号： 2022-014 | --- | --- | --- | |-------------------------|-----------------------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ ...

Group 1: Company Overview and Strategy - The company is expanding its product range from PCB photoresists to include flat panel display photoresists and integrated circuit photoresists, aiming to broaden its application in electronic materials [2] - The company plans to enhance its market opportunities by strengthening downstream customer development and advancing project timelines [2] - The company’s coating business has a market share of approximately 2.52%-4.36% in the domestic market, with major competitors including Matsui [2] Group 2: Financial Performance and Challenges - The decline in gross margin is primarily due to rising upstream raw material prices and the impact of pandemic-related lockdowns in East China [3] - The company plans to consolidate resources and shut down non-essential production bases to reduce operational costs and improve gross margins [3] - The company reported a significant reduction in losses in Q2 compared to Q1, indicating signs of performance reversal [3] Group 3: Production and Capacity - The company’s existing production capacity is nearly fully utilized, with future growth expected to depend more on downstream market growth and customer development rather than just capacity [3] - The company has planned an annual production capacity of 12,000 tons for self-produced resin, which is a major raw material for its PCB ink products [3] Group 4: Market Expansion and Future Prospects - The company is actively entering the new energy vehicle (NEV) coating market, focusing on customer development and validation for automotive interior and exterior coatings [4] - Key clients in the NEV sector include BYD, Geely, BAIC, and Changan, with applications in various automotive components [4]

编号： 2022-003 证券代码：300537 证券简称：广信材料 2022 年 8 月 26 日投资者关系活动记录表 | --- | --- | --- | |--------------------------|-------------------------------------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...