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]

证券日报网讯远翔新材9月15日在互动平台回答投资者提问时表示，公司专注于纳米二氧化硅的研发、 生产与销售。公司在产品原料配方、生产工艺、自研设备等方面拥有自主技术，现拥有有效专利53项 （其中发明专利32项，实用新型专利21项）。产品在纯度、比表面积、分散性等关键指标可控制备上具 备竞争优势，可满足高端领域需求，但行业内各企业均有自身发展特色与技术专长，公司将始终保持开 放学习的态度，不断提升技术创新能力。目前公司纳米二氧化硅设计总产能10万吨/年，2024年产能利 用率79.44%。2024年度国内销售占比约99.80%，国际销售占比约0.20%。公司已取得食品添加剂相关资 质，该类产品正处于市场验证与推广中，尚未规模化贡献业绩。 （文章来源：证券日报） ...

证券日报网讯凌玮科技（301373）8月25日在互动平台回答投资者提问时表示，二级市场股价的波动受 资本市场宏观经济及国际动态等多种因素综合影响，敬请广大投资者注意投资风险。公司于2023年2月8 日在深交所创业板上市后，当前及未来三年，公司业务发展的重点为推动募投项目的产能利用率、丰富 纳米二氧化硅的产品应用领域和进一步提升公司纳米二氧化硅产品的国际竞争力，不断提升主营业务的 综合竞争力和盈利能力，力求以稳健的经营成果与切实的社会责任担当回报投资者。同时，公司将根据 公司自身经营状况、未来发展规划、公司市值管理要求、行业市场等情况来决定是否实施资本公积转增 股本、股份回购，增持股份、股权激励、并购相关行业企业等资本运作方式，以实现股东利益和社会价 值最大化。 ...

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 | | ...