树立行业标杆，讲好中国故事，传递中国声音，充分展现腾飞的中国经济、崛起的民族品牌和向上的企 业家精神。近日，"崛起的民族品牌"专题系列节目对话镇江利德尔复合材料有限公司(简称：镇江利德 尔)的董事长谢富平先生，探讨树脂行业的创新发展之路。 在能源结构变革与"双碳"目标驱动下，传统制造业正经历从粗放增长向精细化、高质量发展的深刻转 型。高性能树脂，这一曾被视为"传统化工材料"的领域，正以创新技术突破行业痛点，成为推动绿色升 级的关键力量。镇江利德尔复合材料有限公司董事长谢富平，以"材料改变生活"为初心，带领团队在高 性能树脂领域深耕十五年，从打破国际垄断到定义行业标准，从进口替代到技术输出，走出一条差异化 创新之路，为中国新材料产业从"跟跑"到"并跑"提供了生动范本。 节目现场，谢富平先生向大家分享了他的创业故事及企业发展现状。2005年，谢富平辞去行业头部外企 的稳定工作，投身创业浪潮。彼时，国内树脂行业正陷入中低端市场的红海竞争——价格战激烈，产能 过剩，但高端领域仍被外资企业垄断。"中低端市场竞争尤为激烈，便宜的竞争激烈，但高端市场我们 实际还依赖进口。"谢富平意识到，唯有差异化才能突围。他将目光锁定在汽 ...

Summary of Conference Call for Changhai Co., Ltd. Industry Overview - The wind power market is expected to decline starting November 2024, but specific market changes are anticipated in the second half of 2025, indicating a potential recovery in demand for wind power products [2][3] - The overall industry inventory level is approximately two months, while the company's inventory is around 30 to 40 days, reflecting an improvement in production and operational conditions [2][7] Company Performance and Strategy - The company has increased its wind power yarn production target from 40,000 tons to 60,000 tons, indicating a strategic shift towards the wind power sector [2][12] - The production and sales ratio has recovered to about 90%, significantly higher than the previous year's 75%, suggesting a gradual recovery in market demand [2][8] - The company plans to gradually increase product sales and adjust its product mix, aiming for yarn and products to account for 60% of total sales in 2025, potentially rising to 64% later [2][14] - The company aims to establish a stable supply-demand relationship in the wind power sector by 2025, with wind power yarn revenue expected to reach 20% of total revenue once new production lines are fully operational [2][16] Export and Market Dynamics - Export orders performed well in the first quarter, maintaining an export ratio of around 25%, but the second half of the year may face uncertainties due to tariff policies and international market fluctuations [2][18][19] - The company has a pricing strategy in place, with annual contract negotiations resulting in price increases, which are expected to help improve profitability [2][25][26] Chemical Sector Insights - The chemical segment has seen a year-on-year decline in profitability, with stable sales but reduced profit margins due to a sluggish composite materials market [2][21][22] - The company is focused on maintaining market share rather than immediate profitability, indicating a long-term strategy to recover lost customers and improve market positioning [2][22] Future Outlook - The company is optimistic about the wind power industry, which is currently concentrated among five major companies, and anticipates a balanced supply-demand situation of around 1.5 million tons [2][29] - The company is preparing for a stock incentive and employee shareholding plan to attract talent and adjust management structures following the addition of new production capacity [2][23] Additional Considerations - The company is monitoring the impact of anti-dumping investigations in Europe, with results expected in June, which could affect pricing strategies [2][6][10] - The transition from small wind turbine projects to larger, more efficient models is ongoing, with significant updates and replacements expected in the coming years [2][30]