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唯万密封(301161) - 投资者关系活动记录表
2025-09-02 13:42
Group 1: Company Transformation and Strategy - The company has transitioned from a seal manufacturer to a materials-focused company, driven by the importance of material research in sealing performance and application areas [2][3] - The "three-multiple" strategy of "multiple markets, multiple materials, and multiple business models" has been implemented to enhance supply chain security and cost reduction [2][3] Group 2: Oil and Gas Sector Performance - The oil and gas segment reported significant revenue growth compared to the same period last year, maintaining a high gross profit margin [3] - The company plans to establish a factory abroad to better serve international clients and participate in global bidding processes, aiming for increased market share [3] Group 3: Semiconductor Sealing Field - The subsidiary Shanghai Jiano's product, FFKM rubber sealing materials, has been successfully validated in semiconductor production equipment, although sales volume remains low [3] - A new laboratory has been established to simulate product testing environments, improving the likelihood of passing product tests before delivery to clients [3]