EMT(SH:601208) Shang Hai Zheng Quan Bao·2025-09-23 19:01Core Viewpoint - The company held a semi-annual performance briefing on September 23, 2025, to enhance communication with investors and discuss its operational status and strategic development plans. Group 1: Performance Briefing Details - The performance briefing was conducted via the Shanghai Stock Exchange's "Roadshow Center" platform, combining video recording and text interaction [1] - Key executives, including the chairman and general manager, participated in the briefing to address investor inquiries regarding the company's operations and strategic plans [1] Group 2: Investor Questions and Company Responses - The company is currently in the trial production and promotion phase for its semiconductor materials in collaboration with Chemax, focusing on high-end photoresist monomers and materials [2] - The company has established a strong market presence for its high-speed electronic resins, supplying major clients like NVIDIA, Huawei, Apple, and Intel, which has become a new growth point for its performance [2][3] - The company has achieved batch supply of its M9-level hydrogen carbon resin, which is the only electronic resin to pass NVIDIA's stringent testing [4] - The company is actively developing M10-level hydrogen carbon resin, with samples sent for testing to Microsoft's Azure data center [4] - The company produces high-performance backsheet films for crystalline silicon solar cells and has established stable supply relationships with leading domestic manufacturers [5] - The company is optimizing its product and order structure to improve profitability, focusing on emerging applications in new-generation servers and electric vehicles [5]