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低介电玻璃纤维(LDK)
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国际复材:公司持续推进在5G、服务器等新兴领域的客户认证和市场推广工作
Core Viewpoint - The company is actively advancing customer certification and market promotion in emerging fields such as 5G and servers, leveraging its low dielectric glass fiber (LDK) products with excellent dielectric performance for various cutting-edge applications [1] Group 1: Product Development - The company's LDK products have a dielectric loss as low as 0.0002-0.0004, making them suitable for applications in 5G-A base station construction, AI servers, vehicle networking, and satellite communication [1] - The company has overcome key technical challenges, including achieving "zero bubbles," and has mastered both crucible and pool kiln production methods, allowing for flexible and independent production of low dielectric electronic yarns [1] Group 2: Strategic Focus - The company is committed to a high-end, differentiated product strategy, increasing R&D investment, and enhancing cross-departmental collaboration to ensure efficient integration from R&D to production and market application of high-end products like LDK [1] - Looking ahead, the company plans to continuously optimize the capacity configuration of LDK products, improve production stability and product yield, and ensure a stable supply of low dielectric yarns and fabrics to strengthen and expand its market advantage in emerging fields [1]
国际复材(301526) - 2025年7月17日投资者关系活动记录表
2025-07-17 12:32
Group 1: Production and Operational Status - The company currently has a production capacity of 1.25 million tons of glass fiber, with an additional 85,000 tons of electronic-grade glass fiber production line expected by the end of the year [2][3] - The glass fiber industry has seen a gradual price recovery after several rounds of price adjustments, leading to a stable overall operational situation for the company [2][3] - The company is implementing cost reduction and efficiency enhancement measures through process optimization and operational efficiency improvements [2][3] Group 2: Low Dielectric Electronic Glass Fiber - The company has developed low dielectric glass fiber (LDK) technology, achieving a 20% reduction in dielectric loss compared to the first generation [3] - LDK products are being applied in high-end 5G communication devices and are positioned for future markets such as 6G, artificial intelligence, and the Internet of Things [3] - The company plans to continuously enhance cross-departmental collaboration to improve product quality and stability, ensuring a steady supply of LDK products [3] Group 3: Global Expansion and Future Plans - The company has established modern production bases in Brazil, Bahrain, and Morocco, and has set up trade subsidiaries in key markets like the USA, Netherlands, and Hong Kong [4] - The company aims to strengthen the core competitiveness of its overseas production bases and deepen localized operations to seize new international market opportunities [4] - The overseas business is operating steadily, with a positive development trend and long-term strategic partnerships established in North America, the Middle East, Europe, South America, and East Asia [4]