Core Viewpoint - New materials are the cornerstone of modern technological revolution and industrial transformation, with significant achievements in China's new materials sector, although gaps remain in high-end and frontier areas compared to developed countries [1] Group 1: Company Strategy and Development - China Dongfang Electric Group is accelerating the development of strategic emerging industries, including new materials, with a focus on multi-industry synergy and tailored support policies for subsidiaries [1] - Sichuan Dongshu New Materials Co., Ltd. is committed to high-end transformation in the new materials industry, emphasizing domestic substitution and the development of high-value, competitive new materials [1][2] Group 2: Operational Performance - Dongshu New Materials has achieved significant sales growth, with wind energy materials sales increasing by 18.58% and international sales of basic epoxy resin rising by 274% [2] - The company has successfully transformed its photovoltaic silver paste product line, achieving a 15-fold increase in sales of TOPCon main grid silver paste [2] - The acquisition of Dongfang Feiyuan has strengthened the epoxy resin supply chain, producing over 130,000 tons of basic epoxy resin and maintaining a strong market position in the wind energy resin sector [2] Group 3: Innovation and Technology - Dongshu New Materials has enhanced its innovation capabilities, holding 54 invention patents and participating in the formulation of 11 national standards [3] - The company has established multiple innovation platforms and is actively collaborating with universities and research institutes on over 10 technology projects [3][4] - Key technological breakthroughs include the development of lightweight infusion resin for blades and advanced processes for high-purity tellurium [4] Group 4: Future Goals and Industry Positioning - Dongshu New Materials aims to cultivate specialized and innovative enterprises, focusing on high-end epoxy resins and advanced semiconductor materials, with a goal to form a competitive new materials industry cluster by the end of the 14th Five-Year Plan [5][6] - The company plans to implement precise support for potential projects in R&D investment, talent acquisition, and market expansion [6]