证券日报网讯 凌玮科技11月26日在互动平台回答投资者提问时表示，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、二氧化硅防锈颜料、水性环氧乳液与固化剂和硅溶胶等，从最初的单一产品，到如今实现多品类 产业布局。未来，公司将通过持续的研发投入，开发更多具有高附加值、更强竞争力的新产品，使公司 核心产品进入更多二氧化硅中高端应用领域，帮助公司的主营业务业绩提升。 （编辑 袁冠琳） ...

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 □ □ | | 类别 | □ 新闻发布会 □ 路演活动 | | | □ 现场参观 | | | 其他 （请文字说明其他活动内容） □ | | | 全景网、广东国健安证券基金、广州基金业协会、中信证券、中 泰证券、正圆投资、广州南杰利私募基金、恒泰昌控股、中大情 | | 参与单位名称及 | 私募基金、广东鑫纪元私募基金、瑞民投资、九远基金、广东金 | | 人员姓名 | 豆子、天鸾资产、坤酋基金、润生投资、宝达投资、广东燊茂私 | | | 募基金、疆亘资本、广州汇垠澳丰股权投资基金、紫薇基金、广 | | | 州汇川私募证券投资基金 | | 时间 | 2025 年 11 月 25 日 (周二) 下午 14:00-16:00 | | 地点 | 广州市番禺区番禺大道北 555 号番禺节能科技园内天安科技交 | | | 流中心 702 大会议室 | | 上市公司接待人 | 1、财务总监兼董事会秘书：彭智花 | | 员 ...

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]

Core Viewpoint - Anji Technology is focusing on enhancing the self-sufficiency of core raw materials through research and development, aiming to improve product performance and ensure long-term supply reliability [1][2] Group 1: Company Strategy - The company is accelerating the establishment of self-controllable supply capabilities for core raw materials, optimizing product performance to enhance competitiveness [1] - Anji Technology is committed to high-tech barrier, high growth rate, and high-function materials research and industrialization, adhering to a strategy of "rooted in China, serving globally" [2] Group 2: Product Development - The company has successfully developed multiple silicon sol applications that are now in mass production and contributing to sales growth [1] - Through self-research and construction, Anji Technology has strengthened its capability in the preparation of cerium oxide particles, with several products passing client verification and achieving mass supply [1]