证券代码：301045 证券简称：天禄科技 苏州天禄光科技股份有限公司 投资者关系活动记录表 编号：2025-004 | | □特定对象调研 | □分析师会议 | | --- | --- | --- | | | □媒体采访 | □业绩说明会 | | 投资者关系活 动类别 | □新闻发布会 | 路演活动 ☑ | | | □现场参观 | □电话会议 | | | □其他： （请文字说明其他活动内容） | | | 参与单位名称 及人员姓名 | 投资者网上提问 | | | 时间 | 2025 年 12 月 02 日 | | | 地点 | 全景网"投资者关系互动平台"（https://ir.p5w.net） | | | | 董事会秘书：肖明冬先生 | | | 公司接待人员 姓名 | 投资者关系总监：李艳茹女士 | | | | 证券事务代表：宋欢欢女士 | | | | 投资者提出的问题及公司回复情况 | | --- | --- | | | 公司就投资者在本次说明会中提出的问题进行了回复： | | | 1、公司的发展规划是怎么样的，关于新项目 TAC 光学膜现 | | | 在的进度如何？厂房工程建设进入如何？ | | | 尊 ...

Group 1 - The core viewpoint of the article is that Chang's New Materials has successfully completed a nearly 100 million yuan financing round led by Ningbo Yongyuan Hongde Equity Investment Partnership and Taizhou Changde Venture Capital Partnership [2] - Chang's New Materials Technology (Shanghai) Co., Ltd. was established in May 2017 and focuses on the integrated research, production, and sales of optical and electronic nano new materials, with products penetrating seven major sectors including consumer electronics, automotive, construction, semiconductor, new energy, medical, and clothing [3] - The funds from this financing round will be primarily used for the construction and capacity ramp-up of two manufacturing bases in Ningbo and Taizhou, as well as for the iterative research and development of next-generation nano optical films and high-end electronic slurries, and to accelerate the global market network layout [4] Group 2 - The investment rationale provided by Hongfu Asset's partner indicates that Chang's team possesses both scientific expertise and industrial implementation capabilities, with their nano insulation and privacy protection materials already being mass-produced for leading smartphone brands, demonstrating a clear commercialization path [4] - The article highlights that the national "14th Five-Year" new materials plan and the G60 Science and Technology Innovation Corridor policy in the Yangtze River Delta provide multiple incentives such as land, tax, and talent for high-end film material companies, showcasing Chang's resilience in expanding production during a capital winter [4] - The investment community is optimistic about the growth potential in the nano optical film sector, driven by three major market opportunities: consumer electronics upgrades, automotive electrification, and energy-efficient construction [4]