Core Viewpoint - The company is launching a new business focused on high-end electronic materials through its subsidiary, aiming to develop, produce, and sell Q fabric, which is essential for high-frequency signal transmission in electronic applications [1][2]. Industry Summary - The Q fabric serves as a core substrate for high-frequency and high-speed copper-clad laminates (CCL), addressing issues of signal loss and delay, thus playing a critical role in ensuring the speed and stability of chip signal transmission [1]. - The industry is experiencing an upgrade towards high-frequency, high-speed, and low-loss electronic materials, presenting significant growth opportunities for high-end electronic materials [1]. - Q fabric, as a third-generation high-end low-dielectric electronic fabric, outperforms traditional glass fiber fabric in dielectric performance and heat resistance, supporting the development of the new generation of information technology [1]. Company Strategy - The new business initiative aligns with the company's strategy to become a "new materials platform enterprise" and is a key step towards promoting high-quality development [1]. - The company aims to leverage its accumulated experience in materials to expand its business scope in the electronic materials sector, thereby enhancing its comprehensive competitiveness in high-end electronic materials [1][2]. - The company has established a core team for the new business, including experienced members from leading markets, and plans to further expand the team to ensure stability and growth [2]. Business Development - The new business is currently in the preparatory stage, with no sales revenue generated yet, and it is not expected to significantly impact the company's operating performance in the short term [2][3]. - The company has acquired some production equipment and is engaging with upstream suppliers and potential downstream customers to ensure stable supply and quality of core materials [2]. - The company emphasizes the importance of maintaining an effective incentive mechanism for core technical personnel to avoid potential risks related to talent retention and business performance [3].
莱特光电拟通过控股子公司开展Q布新业务，拓宽电子材料领域业务布局