每经AI快讯，有投资者在投资者互动平台提问：请问贵公司的胶类产品和涂料能否应用于商业航天和 大飞机？ 集泰股份（002909.SZ）1月12日在投资者互动平台表示，尊敬的投资者您好，感谢关注集泰股份！公司 于2025年5月与广东粤港澳大湾区黄埔材料研究院等机构共同出资成立了广州集天新材料有限公司，来 推动国产化飞机风挡玻璃用胶的研发及生产。目前相关产品仍处于研发及产业化准备阶段，尚未进入商 用。在低空飞行领域，公司的胶粘剂与涂料产品已形成针对电动垂直起降飞行器（eVTOL）的"胶漆一 体化"材料防护矩阵，能够提供从电芯到机身的全链条解决方案，已为小鹏汇天等客户小批量供货。公 司将持续关注商业航天领域的材料需求，依托现有的高性能有机硅及防护涂料技术，积极探索各场景的 应用可能。谢谢！ （文章来源：每日经济新闻） ...

Group 1: Financial Performance - In the first half of 2025, the company achieved revenue of approximately CNY 533 million, a year-on-year decrease of about 10.7% [3] - The net profit attributable to shareholders was a loss of CNY 8.3 million, primarily due to fluctuations in downstream demand and raw material prices [3] Group 2: Product Development and Market Strategy - The company is focusing on the development of liquid cooling silicone oil, which is currently in the verification stage and has not yet entered mass production [3][4] - The company aims to optimize product structure and control costs while actively exploring markets to improve operational performance [3] - The company has launched a "gel-paint integration" technology route in anticipation of the new national standard for electric vehicle batteries, which will be implemented on July 1, 2026 [5][6] Group 3: Industry Collaboration and New Projects - The company has established a joint venture, Guangzhou Jitian New Materials Co., Ltd., to promote the research and production of adhesives for aircraft windshields, aiming to meet domestic commercial aviation market needs [4] - The company has formed partnerships with clients such as Pylon Technology and XJ Electric for energy storage solutions, providing a one-stop solution covering bonding, thermal protection, and fire prevention [7] Group 4: Research and Development Focus - The company's R&D is concentrated on green and environmentally friendly sealants and water-based coatings, with an emphasis on low VOC, solvent-free, and water-based products [3] - The company has developed high transparency silicone structural sealants and water-based protective coatings to meet market demands for transparency and weather resistance [3]

Group 1: Business Strategy and Market Position - The company is optimizing its construction adhesive business to address the slowdown in the construction sector, focusing on enhancing its position in engineering fields and expanding into the home decoration retail market, with a sales revenue of 86.79 million yuan in 2024, a year-on-year increase of 13.89% [2][3] - The gross margin for construction adhesives in 2024 is projected to be 26.32%, indicating a stable profit margin despite market fluctuations [3] - The company is strategically restructuring its business to focus on high-growth sectors such as new energy, storage, and home decoration, with revenue shares for industrial adhesives and coatings increasing by 4.92 percentage points and 10.31 percentage points respectively, while construction adhesives' revenue share decreased by 15.18 percentage points [3] Group 2: Market Trends and Opportunities - The construction adhesive industry still has significant room for market concentration improvement, as many lower-performing companies are expected to exit the market, allowing leading firms to increase their market share [4] - The electric two-wheeler market is projected to have a sales volume of approximately 50 million units in 2024, with adhesives playing a crucial role in battery assembly and vehicle structure, presenting a structural growth opportunity [7] - The company has established partnerships with major players in the new energy sector, including BYD and other electric vehicle manufacturers, indicating a strong foothold in this emerging market [5][6] Group 3: Product Development and Innovation - The company has achieved a 54.84% increase in sales revenue for its coatings segment in 2024, reaching 351.49 million yuan, driven by increased demand for environmentally friendly water-based paints [8] - The company is a pioneer in the water-based paint industry and has developed zero VOCs emission powder coatings, enhancing its competitive edge in the market [10] - A new joint venture has been established to develop adhesives for aircraft windshield applications, aiming to break international monopolies and cater to domestic aviation market needs [11] Group 4: Operational Efficiency and Cost Management - The company is implementing smart manufacturing upgrades to reduce labor costs while expanding production capacity, with the ability to produce 56,000 tubes of sealant per hour [12][13] - A comprehensive digital transformation strategy is in place, covering financial, sales, manufacturing, and R&D operations to enhance efficiency and reduce costs [13] - The company maintains a stable supply chain for its main raw materials through long-term partnerships with suppliers, mitigating risks associated with market fluctuations [15]