TMMT(SZ:300334) Xin Lang Cai Jing·2025-09-12 09:03Core Viewpoint - Tianjin Membrane Technology Group Co., Ltd. (referred to as "Tianjin Membrane Technology") held an investor meeting on September 11, 2025, to discuss its performance, business development, and market expansion, emphasizing its goal to enhance performance in the second half of the year [1]. Summary by Relevant Categories Performance and Business Development - The company aims to improve its performance in the second half of 2025, with specific details to be disclosed in future reports [1]. - Tianjin Membrane Technology has optimized its asset quality and business structure since its listing, planning to increase R&D for differentiated products and strengthen marketing efforts [1]. Business Segments and Market Opportunities - The core business focuses on separation membrane products and membrane application system integration, with a significant increase in new orders in the first half of 2025 [1]. - The company plans to enhance its membrane technology, including improving hollow fiber membrane performance and expanding into seawater desalination and overseas markets [1]. Innovation and Technology - The company has established an innovative culture internally, encouraging innovation through the formation of task forces and market-based incentives [1]. - In 2025, the company will undergo digital transformation, improving management and production systems to reduce costs [1]. Market Expansion and Strategy - The company has implemented effective measures for market expansion, resulting in a significant year-on-year increase in new contract amounts and the addition of industrial and overseas clients [1]. - The membrane industry is rapidly developing as a national strategic emerging industry, with strong demand in water treatment and environmental sectors [1]. Research and Development - R&D investments focus on improving existing materials and products, as well as developing cutting-edge technologies, including modified membrane materials [1]. - The company is actively applying for patents to protect its core competitiveness in line with its R&D progress [1]. Financial Outlook - The company anticipates a slowdown in converting new orders into performance, with specific details to be monitored in the upcoming semi-annual report [1]. - The company aims to enhance new product promotion and marketing in the second half of the year, stabilize project operations, and improve overall performance [1]. Competitive Advantages - The core competitiveness includes a strong technical foundation in separation membrane materials, a leading research platform, and performance across multiple application fields [1]. - The company has seen growth in overseas orders, particularly in Southeast Asia, and plans to continue focusing on international markets as a key growth area [1].