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有研粉材:目前公司铜基板块的泰国公司预计今年扭亏,未来两年会逐渐走向正轨
Core Viewpoint - The company is optimistic about its copper substrate segment in Thailand, expecting to turn profitable this year and gradually stabilize over the next two years, contributing incremental growth [1] Group 1: Copper Substrate Segment - The Thai company within the copper substrate segment is projected to achieve profitability this year [1] - The segment is expected to gradually stabilize over the next two years, contributing to incremental growth [1] Group 2: Tin Substrate Segment - The company plans to increase R&D efforts for high-end products in the tin substrate segment, such as tin balls and solder columns [1] - These products are currently in the validation and ramp-up phase [1] Group 3: 3D Printing Powder Materials - The construction of the 3D printing powder materials industrial base is expected to be completed in the second half of 2026, with equipment installation and debugging to follow [1] - New growth is anticipated in 2027 from this segment [1] Group 4: Electronic Paste Segment - The electronic paste segment is primarily focused on micro-nano powders [1] - The company will make flexible adjustments based on R&D progress and market demand [1]
悦安新材:公司聚焦微纳粉体核心技术迭代与专利储备
Zheng Quan Ri Bao Wang· 2025-11-11 14:10
Core Viewpoint - The company emphasizes a strategic focus on "technology deepening + capacity upgrading + scenario focus" to enhance its core competencies in micro-nano powder technology and patent reserves while expanding into high-growth sectors such as AI computing power, electric vehicles, and foldable screens [1] Group 1 - The company is advancing capacity release in its Jiangxi and Ningxia bases [1] - The company is deepening its engagement in high-growth sectors including AI computing power, new energy vehicle electronics, and foldable screens [1] - The company is also exploring emerging scenarios such as magnetorheological fluids and wave-absorbing materials to gradually build core competitiveness in niche areas [1]