（编辑 袁冠琳） 证券日报网12月15日讯 国际复材在12月11日、12月12日回答调研者提问时表示，作为国内最早从事电 子级玻璃纤维生产的企业，公司持续发挥在高端电子细纱领域的技术积淀与研发优势，所生产的低介电 电子细纱、超细纱等产品性能优异，技术含量与质量水平均居于行业前列。近年来，公司紧密跟随高端 电子产品应用趋势，相继推出低介电电子系列产品LDK一代及二代等，并结合市场需求，积极优化产 品及产能结构，以更先进、更贴合客户需求的解决方案支持行业技术发展，进一步巩固公司在高端电子 材料领域的领先地位。具体产能数据及后续规划，请以公司披露信息为准。 ...

证券代码：301526 证券简称：国际复材 重庆国际复合材料股份有限公司 投资者关系活动记录表 编号：2025-010 投资者关系活动 类别 ☑ 特定对象调研 □分析师会议 □媒体采访 □新闻发布会 □现场参观 □业绩说明会 □路演活动 □其他 (请文字说明其他活动内容) 参与单位名称及 人员姓名 华福证券股份有限公司：魏征宇 天风证券股份有限公司：鲍荣富 长江证券股份有限公司：董超 国金证券股份有限公司：赵铭 申万凌信基金公司：刘毅男 华源大制造基金公司：林高凡 时间 2025 年 12 月 8 日-9 日 地点 公司会议室 上市公司接待人 员姓名 副总经理、董事会秘书：黄敦霞 财务部、运营管理部、董事会办公室相关人员 投资者关系活动 主要内容介绍 现场交流环节主要内容如下： 近期机构调研中公司回答过的问题，本次活动披露文件中 未做重复介绍。 1.基于目前的经营情况，公司是否还有新的增产规划？ 公司目前玻纤纱年产能约为 125 万吨。根据已披露的规 划，预计将于年内完成"8.5 万吨电子级玻璃纤维生产线设备更 新及数智化提质增效项目"的建设与投产（详见公司 2024-044 号公告）。项目投产后，将进一步提 ...

Financial Performance - In the first three quarters of 2025, the company achieved a total revenue of 6.413 billion CNY, a year-on-year increase of 19.01% [1] - The net profit attributable to shareholders reached 273.53 million CNY, reflecting a significant year-on-year growth of 273.53% [1] - For Q3 2025, the company reported a revenue of 2.260 billion CNY, up 18.30% year-on-year, with a net profit of 42 million CNY, marking a 167.66% increase [1] Cost Control Measures - The company has implemented over 100 cost reduction initiatives this year, focusing on internal reforms and organizational optimization to control management expenses [2] - A three-year cost reduction plan has been initiated, alongside upgrades to old production lines and the introduction of automation to enhance production efficiency [2] - The construction of a new fine yarn production line is underway, which is expected to significantly lower production costs upon completion [2] Product Development and Market Position - The company has established a competitive edge in low-dielectric electronic yarns, particularly for 5G applications, due to its proactive R&D investments [3] - Current products have been successfully applied in high-end smartphones and critical components for 5G communication, with ongoing enhancements in product performance and production processes [3] - The market share of the second-generation low-dielectric glass fiber products remains stable, with plans for increased R&D investment to meet the growing demand from 5G and AI communication devices [3] Industry Context - Recent price adjustments in the glass fiber industry are a response to rising raw material costs and a shift towards orderly supply under the "anti-involution" policy [5] - Multiple companies in the domestic glass fiber sector have issued price adjustment notices to alleviate cost pressures and restore profitability [5]

Financial Performance - The company achieved total revenue of 4.153 billion yuan in the first half of 2025, representing a year-on-year growth of 19.4% [2] - Net profit attributable to shareholders reached 341.55 million yuan, with a year-on-year increase of 231% [2] - The company successfully implemented cost reduction strategies, leading to a significant decrease in various expenses: - Sales expenses decreased by 21% [3] - Management expenses decreased by 31.4% [3] - Financial expenses decreased by 82.3% [3] Operational Strategies - The company focused on enhancing internal management and operational efficiency, which contributed to improved financial performance [3] - It is committed to innovation, smart manufacturing, and green manufacturing to optimize outdated production capacity and reduce manufacturing costs [3] Market Position and Future Outlook - The company has established a strong position in the high-end electronic fiber market, with leading R&D capabilities and product quality [4] - It plans to leverage its technological advantages in the wind power sector, anticipating a favorable market environment in the second half of 2025 [4] - The company has a stable overseas business model and aims to strengthen its core competitiveness in international markets while adapting to changing political and economic conditions [4]