WG Tech(SH:603773) Jin Rong Jie·2026-01-07 04:05Group 1 - The company has a strong technical reserve in the field of CPI (transparent polyimide) film materials, with self-developed technology and independent intellectual property rights [1] - The company's core advantage lies in its coating technology, having established a complete industrial chain production capability from CPI slurry to film-making and coating, ensuring high product quality and yield [1] - CPI film materials exhibit excellent performance in optical transparency, thermal stability, mechanical strength, and dimensional stability, maintaining stable performance under extreme conditions in space, thus providing reliable support for solar wing power generation efficiency [1] Group 2 - The current policy dividends and market demand are resonating, creating vast development space for the CPI film material industry, with China's "14th Five-Year Plan" explicitly listing "building a space power" as a national strategic goal [2] - By 2030, China is expected to launch over 30,000 satellites, leading to a rapid increase in demand for flexible solar wing substrates and protective coatings due to the scaling up of satellite launches and the continuous expansion of individual satellite solar wing areas [2] - The company has expanded its business boundaries from display glass processing to advanced packaging, new displays, and high-frequency communication applications, while also entering the emerging field of CPI flexible materials, leveraging its core technology research and full industrial chain layout to seize opportunities in the aerospace industry [2]