Core Viewpoint - The company held an earnings briefing on September 19, highlighting its market demand, product applications, and ongoing projects, while addressing investor concerns regarding sales and market strategies [1] Product Market Demand and Application Areas - The global market for precipitated silica exceeds $5 billion and 4 million tons, with the high-end silica market around 1.5 million tons per year - In 2024, demand in sectors like new energy vehicles is expected to drive rapid growth in related application areas - China continues to lead as the largest market, with emerging markets in South Asia and Southeast Asia growing at an annual rate of 4.9%, while Europe and North America are projected to grow at approximately 3% to 3.5% per year - The company's products are widely applicable in electronic packaging materials, coatings, inks, and photovoltaic sectors, with a focus on high-end applications of nano-silica in the future [2] Overseas Business and Sales Data - In the first half of 2025, the company's overseas sales revenue was 40.2966 million yuan, showing a decline in proportion - Investors are advised to monitor official media for updates on third-quarter overseas sales revenue [3] Fundraising Project Progress and Benefits - The company's fundraising projects, including the "Annual Production of 20,000 Tons of Ultra-fine Silica Series Products Project" and "Annual Increase of 20,000 Tons of Silica Aerogel Series Products Project," have been completed and put into production - In the first half of 2025, these projects generated a combined economic benefit of 40.1985 million yuan, with specific contributions of 9.0153 million yuan and 31.1832 million yuan from each project respectively - The company plans to adjust production capacity based on market demand and will disclose future capacity data through official media [4] Market Value Management and Stock Price Issues - The company is considering share buybacks, equity incentives, and mergers and acquisitions for market value management - Recent executive share reductions are attributed to personal financial planning and do not reflect a lack of confidence in the company's future - The company emphasizes stable operations, healthy financial status, and genuine performance data, aiming to enhance shareholder returns and convey company value [5] Product Diversification Planning - The company's main business includes the R&D, production, and sales of nano-silica new materials, with products such as matting agents and adsorbents - Over the next three years, the focus will be on improving the utilization rate of fundraising project capacities, expanding downstream applications in high-end emerging sectors like medical and food industries, and enhancing international competitiveness [6]

Group 1: Market Demand and Growth Projections - The global market for precipitated silica exceeds $5 billion and 4 million tons, with high-end silica market demand projected at 1.5 million tons annually by 2024, driven by sectors like new energy vehicles and new materials [1] - South Asia and Southeast Asia are expected to see a demand growth rate of 4.9%, making it the fastest-growing regional cluster globally [2] - The company anticipates a 4% annual growth rate in the silica market until 2028, with China remaining the largest production and consumption market [2] Group 2: Financial Performance and Sales - In the first half of 2025, the company achieved overseas sales revenue of 40.2966 million yuan, a decline compared to the previous year [2] - The company reported a net profit of 65 million yuan in the first half of 2025, with 25 million yuan attributed to non-investment project profits [4] - The company’s investment projects generated economic benefits of 40.1985 million yuan in the first half of 2025, with specific contributions of 9.0153 million yuan from one project and 31.1832 million yuan from another [7][14] Group 3: Product Applications and Market Expansion - The company’s products are widely used in various industries, including coatings, inks, electronics, and photovoltaics, with a focus on expanding into high-end applications [3][9] - The company is actively participating in the wind and solar energy sectors, providing environmentally friendly and efficient new material solutions [8] - The revenue from the company's matting agents currently accounts for approximately 50% of total sales, with a gradual decline expected as product diversification continues [9] Group 4: Corporate Governance and Investor Relations - The company emphasizes the importance of maintaining effective communication with investors and regularly organizes meetings with various stakeholders [12] - The management is committed to enhancing shareholder returns through dividends and potential share buybacks, while also considering market conditions and company performance [4][13] - The company’s financial data is reported in compliance with disclosure regulations, ensuring transparency and accuracy in its operations [12]

答：您好！在国际市场上，公司已经与部分国际知名涂料、 油墨客户建立合作关系并向其供货，产品远销东南亚、欧洲等多 个国家及地区，在国内外积累了一大批实力雄厚、信誉良好的客 户，已服务全球超 3,000 家企业。国外销售地及客户较分散，集 中度较低，销往欧美的产品量较小，美国的关税政策不会对公司 的海外销售业务产生不利影响。公司通过长期的产品研发、生产 技术工艺的不断优化，形成了独特的生产技术工艺，研发出了具 有自主知识产权的消光剂、吸附剂、开口剂以及二氧化硅防锈颜 料，打破了国外企业在相关领域的垄断格局，在国内中高端市场 上已逐步替代部分进口产品。公司将紧紧抓住这次机遇，提升公 司产品在国内的市场渗透率，不断提升主营业务的综合竞争力和 盈利能力。感谢您的关注！ 3、领导，您好！我来自四川大决策，请问马鞍山基地年产 2 万吨超细二氧化硅项目的投产进度如何？是否采用光伏等绿 色能源降低碳排放? 证券代码： 301373 证券简称：凌玮科技 广州凌玮科技股份有限公司投资者关系活动记录表 | | □特定对象调研 分析师会议 □ | | --- | --- | | 投资者关系活动 | □ 媒体采访 √ 业绩说明会 | | ...