Core Viewpoint - The company held an earnings briefing on September 19, highlighting its market demand, product applications, and ongoing projects, while addressing investor concerns regarding sales and market strategies [1] Product Market Demand and Application Areas - The global market for precipitated silica exceeds $5 billion and 4 million tons, with the high-end silica market around 1.5 million tons per year - In 2024, demand in sectors like new energy vehicles is expected to drive rapid growth in related application areas - China continues to lead as the largest market, with emerging markets in South Asia and Southeast Asia growing at an annual rate of 4.9%, while Europe and North America are projected to grow at approximately 3% to 3.5% per year - The company's products are widely applicable in electronic packaging materials, coatings, inks, and photovoltaic sectors, with a focus on high-end applications of nano-silica in the future [2] Overseas Business and Sales Data - In the first half of 2025, the company's overseas sales revenue was 40.2966 million yuan, showing a decline in proportion - Investors are advised to monitor official media for updates on third-quarter overseas sales revenue [3] Fundraising Project Progress and Benefits - The company's fundraising projects, including the "Annual Production of 20,000 Tons of Ultra-fine Silica Series Products Project" and "Annual Increase of 20,000 Tons of Silica Aerogel Series Products Project," have been completed and put into production - In the first half of 2025, these projects generated a combined economic benefit of 40.1985 million yuan, with specific contributions of 9.0153 million yuan and 31.1832 million yuan from each project respectively - The company plans to adjust production capacity based on market demand and will disclose future capacity data through official media [4] Market Value Management and Stock Price Issues - The company is considering share buybacks, equity incentives, and mergers and acquisitions for market value management - Recent executive share reductions are attributed to personal financial planning and do not reflect a lack of confidence in the company's future - The company emphasizes stable operations, healthy financial status, and genuine performance data, aiming to enhance shareholder returns and convey company value [5] Product Diversification Planning - The company's main business includes the R&D, production, and sales of nano-silica new materials, with products such as matting agents and adsorbents - Over the next three years, the focus will be on improving the utilization rate of fundraising project capacities, expanding downstream applications in high-end emerging sectors like medical and food industries, and enhancing international competitiveness [6]

答：您好！在国际市场上，公司已经与部分国际知名涂料、 油墨客户建立合作关系并向其供货，产品远销东南亚、欧洲等多 个国家及地区，在国内外积累了一大批实力雄厚、信誉良好的客 户，已服务全球超 3,000 家企业。国外销售地及客户较分散，集 中度较低，销往欧美的产品量较小，美国的关税政策不会对公司 的海外销售业务产生不利影响。公司通过长期的产品研发、生产 技术工艺的不断优化，形成了独特的生产技术工艺，研发出了具 有自主知识产权的消光剂、吸附剂、开口剂以及二氧化硅防锈颜 料，打破了国外企业在相关领域的垄断格局，在国内中高端市场 上已逐步替代部分进口产品。公司将紧紧抓住这次机遇，提升公 司产品在国内的市场渗透率，不断提升主营业务的综合竞争力和 盈利能力。感谢您的关注！ 3、领导，您好！我来自四川大决策，请问马鞍山基地年产 2 万吨超细二氧化硅项目的投产进度如何？是否采用光伏等绿 色能源降低碳排放? 证券代码： 301373 证券简称：凌玮科技 广州凌玮科技股份有限公司投资者关系活动记录表 | | □特定对象调研 分析师会议 □ | | --- | --- | | 投资者关系活动 | □ 媒体采访 √ 业绩说明会 | | ...

创业板投资风险提示 本次股票发行后拟在创业板市场上市，该市场具有较高的投资风险。创业板公司具有创新投入大、新 旧产业融合成功与否存在不确定性、尚处于成长期、经营风险高、业绩不稳定、退市风险高等特点，投资 者面临较大的市场风险。投资者应充分了解创业板市场的投资风险及本公司所披露的风险因素，审慎作出 投资决定。 广州凌玮科技股份有限公司 Guangzhou Lingwe Technology Co., Ltd. （广州市番禺区番禺大道北 555 号番禺节能科技园内 天安科技交流中心 701-702） 首次公开发行股票并在创业板上市 招股说明书 保荐人（主承销商） 广东省深圳市福田区中心三路 8 号卓越时代广场（二期）北座 广州凌玮科技股份有限公司 招股说明书 | 本次发行概况 | | --- | | 发行股票类型 | 人民币普通股（A 股） | | | | | --- | --- | --- | --- | --- | | 发行股数 | 本次公开发行新股数量为 2,712.00 | | | 万股，占发行后总股本的 | | | 比例约为 25%，本次发行原股东不公开发售股份 | | | | | 每股面值 | 人民币 ...

创业板投资风险提示 本次股票发行后拟在创业板市场上市，该市场具有较高的投资风险。创业板公司具有创新投入大、新 旧产业融合成功与否存在不确定性、尚处于成长期、经营风险高、业绩不稳定、退市风险高等特点，投资 者面临较大的市场风险。投资者应充分了解创业板市场的投资风险及本公司所披露的风险因素，审慎作出 投资决定。 广州凌玮科技股份有限公司 Guangzhou Lingwe Technology Co., Ltd. （广州市番禺区番禺大道北 555 号番禺节能科技园内 天安科技交流中心 701-702） 首次公开发行股票并在创业板上市 招股意向书 保荐人（主承销商） 广东省深圳市福田区中心三路 8 号卓越时代广场（二期）北座 广州凌玮科技股份有限公司 招股意向书 | 发行股票类型 | 人民币普通股（A 股） | | --- | --- | | 发行股数 | 本次公开发行新股数量不超过 万股，占发行后总股 2,712.00 本的比例约为 25%，本次发行原股东不公开发售股份 | | 每股面值 | 人民币 1.00 元 | | | 【】元/股 | | 预计发行日期 | 2023 年 1 月 18 日 | | 拟上市的证券 ...