Company Overview - The company, Weiteou, maintains a leading position in the domestic microelectronic welding materials sector, particularly excelling in solder paste and flux categories [1][2] - It has established a comprehensive product matrix through a dual-driven strategy of "external introduction and internal research" [1][2] Core Competitive Advantages - **Technical Advantage**: The company has kept pace with industry trends for 27 years, ensuring product stability and cost control [2] - **Customer Resource Advantage**: Over 4,000 cooperative clients contribute to stable revenue due to high customer retention [2] - **Scale Advantage**: Enhanced financial strength and talent pool since going public, leading to improved R&D, production efficiency, and market pricing power [2] Financial Performance - In H1 2025, the company achieved revenue of CNY 664 million, a year-on-year increase of 26.74% [3] - Gross profit rose by CNY 9.64 million, with a growth rate of 9.71% [3] - Q1 revenue was CNY 309 million (43.17% YoY growth), while Q2 revenue reached CNY 355 million (15.21% YoY growth) [3] Revenue Growth Drivers - Revenue growth was primarily driven by a 17% increase in solder paste sales volume and rising raw material prices, which affected product pricing [4] Reliability Materials Segment - The company has expanded its business scope by integrating reliability materials into its product offerings, focusing on mechanical, anti-corrosion, and thermal technologies [5][6] Operational Strategies - The company has implemented measures to optimize business processes, enhance management capabilities, and control costs effectively [7] - Strategies include improving operational efficiency through digital management and hedging against metal price fluctuations [7] Capacity Utilization - Current production lines are operating efficiently based on customer demand, with plans to further enhance capacity utilization and operational efficiency [8] Future Plans - The company aims to focus on R&D innovation, talent supply chain, global markets, international capacity, and capital operations in H2 2025 [10] - It seeks to solidify its high-quality development framework amidst global industry adjustments [10] Domestic Substitution Progress - The company is actively increasing R&D investment to meet domestic substitution demands, achieving certain products that match international standards [11] International Expansion - The company has established a global presence with subsidiaries in regions like Hong Kong, Singapore, the USA, and Mexico, enhancing local production capabilities [12]