科强股份：特种橡胶“小部件”筑牢产业安全“大根基”

Core Viewpoint - Jiangsu Keqiang New Materials Co., Ltd. is a national-level specialized and innovative "little giant" enterprise that has successfully carved out a niche in the specialized rubber products market, focusing on high-performance materials for critical applications in sectors like rail transportation and photovoltaics [1][2]. Group 1: Company Background and Development - Founded in 2001, Keqiang started with anti-static mats and has evolved into a key supplier of specialized rubber products, including silicone sheets for photovoltaic laminators and windscreen fabrics for rail transit [1]. - The company has maintained a focus on specialized rubber segments, avoiding the temptation to chase popular trends, and has developed products in response to market demands and technological advancements [1][2]. Group 2: Product Offerings and Market Position - Keqiang's product range includes critical components for high-speed rail, new energy equipment, and oil and gas sectors, which are essential for operational safety and efficiency [2][3]. - The company holds approximately 70% market share in the domestic rail transit sector and over 80% in the photovoltaic sector among leading component manufacturers, establishing itself as a market leader [7]. Group 3: Technological Innovation and R&D - As of June 30, 2025, Keqiang has a dedicated R&D team of 41 members, accounting for 11.02% of its total workforce, focusing on continuous innovation and technical excellence [5]. - The company has significantly improved the performance of its silicone sheets for photovoltaic applications, increasing their lifespan from 2,000 to 20,000 cycles, thereby reducing costs for manufacturers [6]. Group 4: Future Growth Strategies - Keqiang plans to expand its market presence by leveraging the international growth of China's high-speed rail and developing new materials for the automotive sector, including organic silicone for eco-friendly interiors [7][8]. - The company aims to transition from being a material supplier to a provider of complete solutions, aligning with national strategies for green and intelligent manufacturing [8].