Core Viewpoint - The company, Xian Dao Ji Dian, is expanding its business in the bismuth materials sector, targeting various downstream applications across multiple industries, including electronics, pharmaceuticals, metallurgy, and new energy [1] Group 1: Business Overview - Bismuth materials have a wide range of applications, covering electronics/semiconductors, pharmaceutical chemicals, metallurgical alloys, new energy, and nuclear industries [1] - The company has established a diversified product matrix through its wholly-owned subsidiary, Anhui Wan Dao, with products used in semiconductor varistors, optical communication TEC cooling plates, new energy, chemicals, and pharmaceuticals [1] Group 2: Market Expansion - The company has successfully expanded into new application areas within the bismuth business, with over 250 domestic and international customers expected by the first half of 2025 [1] - Future growth will be driven by stable demand in core downstream sectors and new development opportunities in emerging markets, focusing on enhancing production capacity and customer integration for bismuth materials and high-end electronic materials [1]
先导基电(600641.SH):公司在铋业务领域合作的国内外客户已超过250家