Xin Lang Cai Jing·2026-01-05 16:46Group 1 - The company, Guangdong Qide New Materials Co., Ltd., conducted a specific institutional research and site visit with four institutions, discussing business models, refinancing progress, and technological advantages [1] - Qide New Materials focuses on environmentally friendly, high-performance polymer modified plastics and their products, covering three main areas: high-performance modified plastics, precision molds and injection products, and carbon fiber products [2] - The company has established production bases in Guangdong, Jiangmen, and Thailand to support global delivery capabilities and has obtained multiple industry certifications [2] Group 2 - The company plans to raise up to 275 million yuan through a private placement, primarily for two projects: a composite materials production line in Thailand and an expansion project for carbon fiber products with an annual output of 45,000 sets [3] - The refinancing has been approved by the Shenzhen Stock Exchange, with further updates to be disclosed in accordance with legal requirements [3] Group 3 - Qide New Materials' carbon fiber products focus on lightweight and high-end applications in the automotive sector, providing a one-stop service from structural design to mass production [4] - The company has developed unique advantages in rapid curing and thermoplastic carbon fiber products, addressing industry pain points of high costs and low efficiency [4] Group 4 - To meet the growing customer demand in Southeast Asia, the company plans to establish an intelligent production line in Thailand, enhancing localized delivery efficiency for sectors like new energy vehicles and smart home appliances [5] - This expansion aims to deepen the company's international capacity layout by leveraging regional advantages and cost synergies [5] Group 5 - The company is experiencing good production and operational conditions, with ongoing optimization of domestic and international capacity layouts and customer structures [6] - The Thai factory's capacity ramp-up is accelerating, with significant year-on-year performance growth expected [6] - The company has made progress in market development, including recognition of high-temperature resistant glass fiber reinforced PPS materials and certification of GRS standard PIR eco-friendly nylon materials [6][7] Group 6 - Future strategic directions include focusing on high-performance polymer modified plastics, precision molding products, and high-performance carbon fiber products [7] - The company aims to capitalize on the trends of high-end and lightweight new energy vehicles, accelerating the commercialization of carbon fiber products in emerging fields like flying cars and robotics [7] - The company is committed to expanding its international market presence and becoming a leading global provider of new material solutions [7]