Core Viewpoint - The POM (Polyoxymethylene) engineering from South Korea is gaining significant attention in the context of global economic integration, highlighting its importance in various industries such as automotive, electronics, and electrical appliances [1][9]. Group 1: Material Characteristics - POM is recognized for its high performance, exhibiting excellent strength, wear resistance, and chemical resistance, making it suitable for precision components [1][9]. - South Korean POM benefits from stable raw material sources, ensuring high purity and consistency, which enhances the performance of the final products [3]. Group 2: Production and Technology - The production process of South Korean POM is mature, with advanced equipment and technology leading to significant improvements in production efficiency [3]. - Strict control over production parameters such as temperature and pressure ensures high quality across batches, contributing to superior performance in high-load and high-strength applications [4]. Group 3: Market Services and Competitive Edge - South Korean distributors demonstrate a deep understanding of the Chinese market, offering customized solutions and technical support, which differentiates them from competitors [6]. - Despite higher production costs, the performance advantages of South Korean POM allow for competitive pricing, with efficient logistics and supply chain management reducing operational costs for customers [6]. Group 4: Industry Applications - POM is widely used in the automotive industry for manufacturing precision parts like gears and bearings, which require high strength and wear resistance [9]. - In the electronics sector, POM is utilized for products such as housings and connectors, effectively protecting internal components and extending product lifespan [7]. Group 5: Future Outlook - The market for POM remains promising, with increasing demand for high-performance materials expected to drive further applications across various industries [9]. - Continuous technological advancements and market expansion efforts will be crucial for South Korean POM engineering to maintain its competitive position [9].

证券代码：301131 证券简称：聚赛龙 公告编号：2025-032 债券代码：123242 债券简称：赛龙转债 广州市聚赛龙工程塑料股份有限公司 关于召开 2025 年第一次临时股东会的通知 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 广州市聚赛龙工程塑料股份有限公司（以下简称"公司"）于 2025 年 6 月 9 日召开第三届董事会第二十五次会议，审议通过了《关于召开 2025 年第一次临 时股东会的议案》，公司决定于 2025 年 6 月 25 日召开 2025 年第一次临时股东 会。现将具体情况公告如下： 一、召开会议的基本情况 了《关于召开 2025 年第一次临时股东会的议案》，本次股东会的召集程序符合有 关法律、行政法规、部门规章、规范性文件和《公司章程》等规定。 （1）现场会议时间：2025 年 6 月 25 日（星期三）14:00 （2）网络投票时间：通过深圳证券交易所交易系统进行网络投票的具体时 间为：2025 年 6 月 25 日 9:15-9:25、9:30-11:30，13:00-15:00；通过深圳证券交易 所互联网投票系统投票的 ...

Summary of Key Points from Conference Call Industry Overview - The discussion primarily revolves around the applications and market dynamics of Peek materials in various industries, including robotics, medical, automotive, and semiconductor sectors [1][4][6][20]. Core Insights and Arguments Robotics Industry - Peek materials are mainly used in the manufacturing of reducers, specifically in the gears and bearings of RV reducers, with each bearing requiring approximately 30 grams of Peek [1]. - The potential for replacing components with Peek is limited to reducers and high-precision parts due to its high cost, with nylon being a more economical alternative in some cases [2]. - In critical load-bearing components like robot limbs, Peek cannot fully replace traditional steel due to insufficient strength [3]. Medical Industry - Peek materials are extensively used in non-load-bearing applications such as spinal and cranial plates, offering advantages in rigidity and toughness compared to steel [4]. Automotive Industry - In traditional fuel vehicles, Peek is utilized in components like seat worm gears to enhance dimensional stability and reduce noise, with applications also found in commercial vehicle seats and engine components [6]. - For electric vehicles, Peek is used for insulation protection of motor copper wires, especially in motors exceeding 800 volts [7]. Pricing and Cost Structure - The raw material cost of Peek is approximately 30,000 RMB per ton, translating to about 300 RMB per kilogram, with processed components costing 3 to 5 times the material cost depending on manufacturing complexity [8]. - Prior to domestic production, imported Peek materials were priced around 1 million RMB per ton, which dropped to about 500,000 RMB post-2015 and further to 300,000 RMB by 2025 [9][10]. Market Dynamics and Production Challenges - The production of Peek materials involves significant barriers, including high precision equipment and unique synthesis processes, making it complex to establish a production line [12][13]. - Major global players like Wigors hold over 50% market share, while domestic producers like Zhongyan have around 30% market share [24]. Future Growth and Trends - The domestic consumption of Peek has surged, tripling from 2016 to 2017, with future growth expected in the medical and robotics sectors, particularly driven by semiconductor advancements [20][23]. - The semiconductor industry is projected to account for at least 40% of Peek demand in China, with a stable growth rate of 20-30% anticipated [21][22][23]. Competitive Landscape - The market is characterized by significant technological barriers, making it unlikely for other plastic manufacturers to transition to Peek production without substantial time and investment [24]. Additional Important Insights - The cost structure for domestic manufacturers shows that raw material costs account for about 60% of total production costs, with rising prices for key inputs like phenol impacting overall costs [19]. - The demand for specialized injection molding equipment is increasing alongside the domestic production of Peek materials, reflecting a growing market [25]. This summary encapsulates the critical insights from the conference call, highlighting the applications, market dynamics, pricing, and future trends related to Peek materials across various industries.