3、公司在主要业务领域的市场份额如何？定位和优势是怎 样的？ 尊敬的投资者，您好！唯特偶在国内微电子焊接材料领域居 于领先地位，特别是在锡膏和助焊剂细分领域行业地位突出。公 司依靠先进的技术实力、完备的生产工艺体系以及稳定的产品品 质逐步占据行业优势地位。与国内外众多客户建立了长期稳定的 合作关系，积累了良好的市场声誉。近年来，公司秉持多产品矩 阵战略，通过持续的"外引内研"策略，已成功实现从电子装联 材料到"电子装联+可靠性材料"双板块的跨越，构建起完整的 产品矩阵。感谢您的关注！ 4、公司的原材料供应链，锡、银等金属采购是否依赖单一 供应商，在原材料价格波动时的替代采购能力如何? 证券代码：301319 证券简称：唯特偶 投资者关系活动记录表 编号：2025-006 投资者关系 活动类别 □ 特定对象调研 □ 分析师会议 □ 媒体采访 □ 业绩沟通会 □ 新闻发布会 □ 路演活动 □ 现场参观 ☑ 其他 2025 年度深圳辖区上市公司投资者网上集体接待 日活动 参与单位名称及 人员名称 参与公司 2025 年度深圳辖区上市公司集体接待日活动的投资者 时间 2025 年 11 月 20 日 (周四) 下午 ...

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]