动保疫苗

Search documents
调研速递|贤丰控股接受线上投资者调研,覆铜板业务成关注焦点
Xin Lang Zheng Quan· 2025-09-19 11:41
Core Viewpoint - The investor relations event held on September 19, 2025, focused on the core businesses of Xianfeng Holdings, particularly in the fields of copper-clad laminates and animal health vaccines, attracting significant market attention [1][2]. Group 1: Copper-Clad Laminate Business - Investors showed particular interest in the performance of the copper-clad laminate business since July, focusing on aspects such as product gross margin, customer resources, cost control, and product qualification rates [3]. - The company reported a gross margin improvement in the first half of the year through customer structure optimization and product structure upgrades, achieving a production value of approximately 350 million [3]. - There was no clear indication from the company regarding the mass production of the high-speed M8 copper-clad laminate or the status of mid-to-high-end customers [3]. - The company has established a joint venture with Jiangxi Hangyu to integrate their copper-clad laminate businesses, leveraging complementary strengths for high-performance production [3]. Group 2: Animal Health Vaccine and Other Business Situations - The animal health vaccine business is currently operating normally, and the company is actively working on market expansion, internal cost control, and quality improvement to enhance operational performance [4]. - The company is monitoring the potential auction of 114.15 million shares held by the controlling shareholder and will fulfill its information disclosure obligations regarding any changes [4]. - Despite reporting a loss in the net profit excluding non-recurring items, the company aims to improve its operational situation by expanding market reach and enhancing cost efficiency across all business areas [4]. - The main business focus remains on copper-clad laminates, which are part of the new productivity electronic information industry [4].