【私募调研记录】久期投资调研普利特

Group 1 - The core viewpoint of the news is that the company Prilite has shown significant growth in its performance for the first half of 2025 compared to the same period last year, driven by strong orders in modified materials and improvements in its new energy business [1] - Prilite's modified materials segment has seen revenue growth due to full order books and the release of new production capacity, with a notable breakthrough in non-automotive markets [1] - The new energy business has improved, with a year-on-year revenue increase of 21.32%, driven by high demand for square batteries and an increase in sodium-ion battery orders [1] Group 2 - The company is actively expanding its application of modified materials in the robotics sector, with some materials already being supplied in bulk to industrial robots [1] - Challenges in the LCP film segment include specific resin requirements, equipment process modifications, and downstream customer validation [1] - LCP electronic fiber cloth is being utilized for high-frequency PCB hard boards, with samples sent to high-speed copper-clad board customers, and LCP films have been successfully delivered in bulk across multiple fields [1]