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唯特偶(301319) - 2025年11月03日投资者关系活动记录表
2025-11-04 01:00
证券代码:301319 证券简称:唯特偶 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(电话会) □ 新闻发布会 □ 路演活动 □ 现场参观 □ 其他 参与单位名称及 人员名称 国泰海通 汪义芬、刘环环、陈惠华;荣炜基金 汪敬波;诺信达 基金 钟建波;圆石投资 刘伟;合心资本 周沛盛、鲁正轩;深 圳瑞皖科技 熊洪图;飞扬鹏城控股 周旭辉;潮商投资 张镇江; 六屏基金 王超。 时间 2025 年 11 月 03 日 14:30-16:30 地点 公司会议室 上市公司 接待人员姓名 投资部总经理:钟科先生 证券事务代表:潘露璐女士 证券事务专员:吴锋威先生 投资者关系活动 主要内容介绍 1、请问公司在低银无铅焊料、高温胶粘剂等关键产品上,是 否具备独家配方或工艺? 答:在产品配方方面,公司掌握了免冷藏锡膏技术、超细粉锡 膏技术、零卤锡膏技术、少空洞锡膏技术、低温锡膏技术、水基 清洗剂技术、光伏组件助焊剂技术、免清洗助焊剂技术、水基助 焊剂技术等多项核心配方技术;在工艺制程方面,公司取得了一 些关键生产工艺技术的突破,主要涵盖助焊膏体研磨技术、自动 化真空膏体搅拌技术、超细焊 ...
唯特偶(301319) - 2025年5月14日投资者关系活动记录表 (2024年度业绩说明会)
2025-05-14 11:47
Financial Performance - The company's revenue for 2024 increased by 25.75% year-on-year, driven by steady sales growth across product lines and a 16.6% rise in raw material prices, which affected the sales prices of solder paste and related products [2] - The profit distribution plan for 2024 proposes a cash dividend of 8.00 CNY per 10 shares (including tax), totaling 68,022,400 CNY, along with a capital reserve increase of 4.5 shares for every 10 shares [6] Strategic Initiatives - The company is focused on enhancing gross margins through strategic investments in semiconductor and photovoltaic industries, continuous R&D, and risk management via futures hedging [1] - Future market expansion plans include a commitment to the "Six-Five Strategic Plan," targeting Southeast Asia and the Americas to increase global market share [2] Cost Control Measures - Effective cost control measures include optimizing business processes, improving financial management, and utilizing digital management to enhance operational efficiency [3] - The company aims to mitigate the impact of metal price fluctuations on gross margins through hedging strategies [3] Market Position and Competitive Advantage - The company holds a leading position in the domestic microelectronics soldering materials sector, particularly in solder paste and flux, supported by advanced technology and stable product quality [4] - A comprehensive product matrix has been established, transitioning from electronic assembly materials to reliability materials, enhancing market competitiveness [5] International Expansion - The company has established branches in six locations: Hong Kong, Singapore, Mexico, the USA, Vietnam, and Thailand, with plans for further international market development [6] - The focus is on strengthening brand presence and expanding market share globally through high-quality products and services [6] Collaboration and Partnerships - A strategic partnership with Shenzhen Youwei Gaole Technology Co., Ltd. was formed to enhance capabilities in the electronic adhesive market, with the company acquiring a 20% stake [7] - The collaboration aims to leverage both parties' strengths to expand the reliability materials sector [7] Customer Base - The company serves a diverse range of industries, including telecommunications, consumer electronics, and renewable energy, with notable clients such as Huawei, BYD, and Gree Electric [8]