（文章来源：每日经济新闻） 福斯特（603806.SH）1月12日在投资者互动平台表示，公司有适用于钙钛矿等薄膜组件技术封装用的 POE胶膜和封边用丁基胶等产品，在客户端是有应用的。 每经AI快讯，有投资者在投资者互动平台提问：钙钛矿技术是未来的趋势，尤其适合在太空的复杂环 境。请问公司在钙钛矿领域有没有产品供货给客户或者送样通过客户验证的？ ...

格隆汇1月12日丨福斯特(603806.SH)在互动平台表示，公司有适用于钙钛矿等薄膜组件技术封装用的 POE胶膜和封边用丁基胶等产品，在客户端是有应用的。 ...

格隆汇1月12日丨福斯特(603806.SH)在互动平台表示，公司有适用于钙钛矿等薄膜组件技术封装用的 POE胶膜和封边用丁基胶等产品，在客户端是有应用的。 ...

证券日报网讯 1月12日，回天新材在互动平台回答投资者提问时表示，公司已针对钙钛矿、异质结等新 型电池技术推出适配性更强的解决方案，顺利完成阻水胶、丁基胶等系列产品线的储备与布局，并在多 家客户处验证通过。 （编辑 袁冠琳） ...

我国胶粘剂工业起步于20世纪50至70年代，当时基础较为薄弱，主要以淀粉胶、骨胶等天然胶粘剂为 主，生产技术及规模有限。自20世纪80年代起，随着改革开放与合成胶粘剂生产技术的引入，行业进入 了以规模扩张为主导的快速发展期，应用领域从民用迅速拓展至建筑、家具、汽车及电子电器等多个工 业门类。2010年以后，行业迈入转型与升级新阶段，在环保法规与科技进步驱动下，水性、热熔等环保 产品及高端特种胶粘剂迅速发展。当前，在国家一系列发展战略引领下，行业正从规模扩张向质量提升 转变，产品结构持续优化，高附加值产品占比日益提高，整体步入以绿色与创新为导向的"新常态"。根 据中国胶粘剂和胶粘带工业协会统计，2024年我国胶粘剂和胶粘带行业经济总规模达到1,909.7亿元，同 比增长4.50%，其中，胶粘剂行业总销量约为862.4万吨，销售额约为1,183.7亿元，分别比2023年增长 4.56%和3.75%；胶粘带行业总销量约为432.2亿平方米，销售额约为726.0亿元，分别比2023年增长 8.54%和5.75%。 具体到丁基胶细分市场，其近年来同样展现出稳健的增长态势。根据QYResearch的报告，2024年全球 ...

Summary of Foster's Conference Call Company Overview - Foster has a healthy balance sheet with a debt-to-asset ratio below 20% and no bank debt, holding approximately 8 billion yuan in cash reserves to support business development and return value to investors. The cash dividend ratio exceeded 50% last year, with over 600 million yuan distributed, and this trend will continue this year [2][5]. Industry Insights - The price of EVA films is expected to rebound by 2026, with Foster maintaining low inventory levels of about one month. The proportion of white EVA films is decreasing, with EVA and POE films each accounting for nearly half of the production [2][7]. - The photovoltaic new materials sector is anticipated to remain stable, with overseas markets maintaining high demand, potentially increasing market share. Electronic materials are expected to grow by over 30%, and the aluminum-plastic film business is also projected to grow by over 30%, driven by solid-state battery applications [2][11]. Business Performance - In the photovoltaic sector, Foster's film production is clearing quickly, with a stable market share. The overseas market, particularly in Thailand and Vietnam, accounts for about 20% of sales. A market reversal is expected in the second half of 2026 [3]. - The electronic materials segment is experiencing explosive demand, especially in high-end electronic materials for servers, leading to significant sales growth [3]. - The aluminum-plastic film business is rapidly developing, with current production capacity at 30 million square meters, expanding to 50 million square meters, and expected to achieve profitability next year [4][23]. Future Projections - The company anticipates a steady increase in shipments in the photovoltaic new materials sector in 2026, with uncertainties in the domestic market but high expectations for overseas markets. The growth in electronic materials and aluminum-plastic films is expected to contribute significantly to overall business growth [11]. - The solid-state battery market is projected to drive demand for aluminum-plastic films due to their lightweight and extensibility advantages [3][11]. Production and Expansion Plans - Foster's overseas production capacity is nearly fully utilized, with production and sales doubling, primarily serving clients in India and the Middle East. The company is evaluating plans for a factory in the U.S. to adapt to policy changes [16]. - A domestic project worth 250 million yuan has been delayed until the end of next year, with strategic adjustments based on market demand [16]. Product Development and Innovations - Foster is advancing in the sensitive area of photonic films for space applications, showcasing the company's ability to innovate by combining materials from different fields [9]. - The company is also focusing on high-end electronic materials, with a significant push into advanced substrate applications, particularly in the automotive and server sectors [18]. Financial Health and Risk Management - The company maintains a strong financial position with a low risk of impairment due to increasing overseas sales, which are less likely to default [24]. - The average price of dry films is around 5 yuan, with high-end products reaching up to 30 yuan, and the overall gross margin is currently at 24% [20]. Conclusion - Foster is well-positioned for growth in the photovoltaic, electronic materials, and aluminum-plastic film sectors, with a strong financial foundation and strategic plans for expansion and innovation. The company is expected to continue delivering value to investors while navigating market challenges and opportunities.

Core Viewpoint - The company has developed a packaging solution using POE adhesive film and butyl rubber, which is particularly suitable for encapsulating perovskite solar cells, addressing their sensitivity to moisture [2]. Group 1 - The company responded to an investor inquiry about the application of new materials, such as butyl rubber, in perovskite battery technology [2]. - Perovskite batteries are more sensitive to moisture compared to traditional silicon solar cells, necessitating high-performance moisture barrier solutions [2]. - The company obtained the world's first TV Rheinland certification for its butyl rubber in October this year [2].

Core Viewpoint - The company has developed a packaging solution using POE adhesive film and butyl rubber, which is particularly suitable for encapsulating perovskite solar cells, addressing their sensitivity to moisture [1]. Group 1 - The company responded to an investor inquiry regarding the application of new materials, such as butyl rubber, in perovskite battery technology [1]. - Compared to traditional silicon solar cells, perovskite cells are more sensitive to moisture, necessitating high-performance moisture barrier solutions [1]. - The company obtained the world's first TÜV Rheinland certification for butyl rubber in October of this year [1].

Core Viewpoint - The company Foster (603806) emphasizes the need for advanced moisture barrier solutions for perovskite solar cells due to their sensitivity to humidity compared to traditional silicon solar cells [1] Group 1: Company Developments - Foster has developed a packaging solution combining POE film and butyl rubber, which is particularly suitable for encapsulating perovskite solar cell modules [1] - The company received the world's first T V Rheinland certification for its butyl rubber in October this year [1]

Core Viewpoint - The company emphasizes the need for high water resistance in packaging solutions for perovskite solar cells due to their increased sensitivity to moisture compared to traditional silicon solar cells [1] Group 1 - The company has developed a packaging solution using a combination of POE film and butyl rubber, which is particularly suitable for encapsulating perovskite solar cell modules [1] - In October, the company obtained the world's first TÜV Rheinland certification for its butyl rubber product [1]