AKL(SH:603722) Shang Hai Zheng Quan Bao·2025-09-18 20:05Core Viewpoint - The company held a half-year performance briefing on September 18, 2025, to provide investors with insights into its performance and future strategies amid market challenges [1][2]. Group 1: Performance and Market Challenges - The company acknowledged that its existing polyether amine products are facing price pressures due to domestic overcapacity, leading to decreased profitability [2][3]. - The company is actively transitioning to new products, including COC, which has begun mass production and is being promoted in various downstream sectors, including medical packaging [2][3]. - The stock performance has been lackluster, with concerns raised about market management and shareholder protection, particularly regarding low-priced placements and stock incentives impacting performance [2][3]. Group 2: Product Development and Future Prospects - The company has developed three models of COC products, primarily targeting mobile camera, automotive HUD, and medical packaging applications [3][5]. - There is ongoing exploration of applications for COC in various fields, including robotics and energy storage, with suggestions for increased development efforts and potential strategic partnerships [5][6]. - The company is in the process of addressing quality issues related to COC products, with improvements reported and ongoing sales [7][8]. Group 3: Investor Engagement and Communication - The company emphasized its commitment to maintaining communication with investors and responding to regulatory calls to enhance shareholder value [2][3]. - The company expressed gratitude for investor participation and support during the briefing, highlighting the importance of transparency and ongoing updates regarding project developments [7][8].