Workflow
液晶中间体
icon
Search documents
万润股份:公司的液晶材料包括液晶中间体和液晶单体材料
Mei Ri Jing Ji Xin Wen· 2025-08-01 05:38
每经AI快讯,有投资者在投资者互动平台提问:董秘,您好!请问能介绍一下万润自主研发的IPS-TFT 用液晶材料的独特优势和产能情况吗?这个材料目前主要供应给国内客户居多还是国际客户居多?万润 是该材料市场占有率最大的生产商吗? (文章来源:每日经济新闻) 万润股份(002643.SZ)8月1日在投资者互动平台表示,公司的液晶材料包括液晶中间体和液晶单体材 料,公司是全球领先的高端液晶单体材料供应商,目前液晶材料产能情况能够满足下游市场需求,公司 液晶材料主要供给海外客户。 ...
上海飞凯材料科技股份有限公司2024年年度报告摘要
Core Viewpoint - The company has reported its annual financial results, highlighting its business operations, financial status, and future development plans, with a focus on its core business areas in semiconductor materials, display materials, UV curing materials, and organic synthesis materials [1][5]. Company Overview - The company has expanded its core business from UV curing materials in optical communication to four major areas: semiconductor materials, display materials, UV curing materials, and organic synthesis materials, maintaining a mission to provide high-quality materials for high-tech manufacturing [5][6]. - The company operates over 30 subsidiaries across regions including Japan, Singapore, the United States, and East and South China [5]. Business Segments Semiconductor Materials - The semiconductor materials include photoresists and wet process electronic chemicals used in semiconductor manufacturing and advanced packaging, as well as traditional packaging materials like solder balls and epoxy encapsulants [6]. - The company has developed a complete temporary bonding solution for semiconductor manufacturing, which supports various disassembly methods [6]. Display Materials - Display materials consist of photoresists and liquid crystal materials for TFT-LCD and OLED screens, with a significant focus on developing proprietary technologies [7]. - The company’s subsidiary, Hecheng Display, is a key supplier in the mid-to-high-end TN/STN field and has received multiple technology awards for its innovations [7]. UV Curing Materials - UV curing materials are crucial for fiber optic cable manufacturing and include coatings that protect optical fibers and enhance their mechanical and optical properties [8]. - The company has developed advanced UV curing materials and has received several awards for its innovations in this field [8]. Organic Synthesis Materials - Organic synthesis materials include photoinitiators and pharmaceutical intermediates, with a focus on applications in antiviral drugs and antibiotics [9]. - The company’s innovative photoinitiator TMO has gained recognition and awards for its contributions to human health and industry challenges [9]. Industry Characteristics - The semiconductor materials industry is characterized by a broad application field and high demand dispersion, with no significant industry cyclicality, primarily influenced by macroeconomic trends [10]. - The display materials sector exhibits cyclicality due to its dependence on the economic conditions affecting display device sales, with demand typically peaking in the second half of the year [11]. - The UV curing materials market is closely tied to the economic cycle, with stable growth during economic prosperity and declines during downturns [12]. - Organic synthesis materials have a diverse application landscape, with demand influenced by macroeconomic fluctuations and technological advancements, showing no significant seasonality [12]. Financial Data - The company has not required retrospective adjustments or restatements of previous financial data, indicating stability in its financial reporting [13]. - The company’s major accounting data and financial indicators for the past two years are available, reflecting its operational performance [15]. Important Events - The company has approved a profit distribution plan for 2023, proposing a cash dividend of RMB 0.80 per 10 shares, with no stock dividends or capital reserve transfers [16][17]. - The company has undergone a change in its accounting practices due to regulatory requirements, correcting prior accounting errors and adjusting financial statements accordingly [16]. - The company has decided to sell its wholly-owned subsidiary, Dairui Technology, to ensure continued operational stability amid market pressures [18].