【私募调研记录】青骊投资调研国瓷材料

Group 1 - The core viewpoint of the news is that Qingli Investment has conducted research on Guoci Materials, focusing on its dual solid electrolyte technology routes and product developments [1] - Guoci Materials is actively developing both oxide and sulfide solid electrolyte technologies, having established a joint venture for sulfide products, which are currently undergoing customer validation [1] - The company's honeycomb ceramic products have shown steady growth in the first half of the year, expanding into both domestic independent automotive brands and international leading automotive supply chains, while preparing for National VII and Euro VII product compliance [1] Group 2 - Guoci Materials' subsidiary, Guoci Saichuang, has developed ceramic substrates for optical modules, which are now in mass production and small-scale sales, with plans for increased investment after the completion of the second-phase factory [1] - The impact of rare earth regulations on MLCC (Multi-Layer Ceramic Capacitors) is limited, with sales growth and adjustments in the pricing of older products to expand market share in automotive and server MLCC applications [1] - Guoci Kanglitai maintains stable revenue while developing new high-end functional ceramic inks and digital glazes, exploring overseas markets, and creating new textile ink products [1]