（原标题：远翔新材(301300.SZ)：公司产品尚未涉及航空航天领域） 格隆汇1月5日丨远翔新材(301300.SZ)在投资者互动平台表示，公司专注于纳米二氧化硅的研发、生产 和销售。现有产品主要作为原材料应用于硅橡胶领域，终端应用场景覆盖电子、电线电缆、汽车、医疗 等传统行业，并持续拓展至智能穿戴设备（运动手环/健康监测产品）、食品级母婴用品（硅胶玩具/婴 儿护理品）、仿生皮肤、皮革及柔性电子屏配套材料等新兴消费领域。目前，公司产品尚未涉及航空航 天领域。 ...

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：2024年年报显示纳米二氧化硅在建产能22000吨，但"年 产2万吨超细二氧化硅系列产品项目"和"年新增2万吨超细二氧化硅气凝胶系列产品项目"两个项目同时 在建，在建产能不是4万吨吗？这几个数据之间是不是有矛盾？ 凌玮科技（301373.SZ）12月19日在投资者互动平台表示，公司募投项目"年新增2万吨超细二氧化硅气 凝胶系列产品项目"（半成品工序，基料生产）和"年产2万吨超细二氧化硅系列产品项目"（成品工序， 超细粉碎）属于前后工序关系，项目建成并全面达产后，公司新增纳米二氧化硅产能合计2万吨。 ...

（文章来源：证券日报） 证券日报网讯 12月17日，凌玮科技在互动平台回答投资者提问时表示，公司发行募集资金所投项目将 显著扩大公司产能。项目建成并全面达产后，将大幅提升公司产品的生产能力，有效解决当前产能不足 的瓶颈，全面提升公司的市场竞争力。关于公司纳米二氧化硅的产能和均价的情况，请查阅公司披露的 定期报告。 ...

Core Viewpoint - Lingwei Technology showcases its commitment to green coatings and innovative applications at the 2025 China International Coatings Exhibition, emphasizing low-carbon and environmentally friendly solutions [1] Group 1: Sustainable Development - Lingwei Technology focuses on sustainable development with its core material, nano-silica, which offers both environmental and functional advantages [2] - Featured products include HOMSIL silica for matting, HOMAC anti-rust pigment, and HOMSOL silica sol, applicable in traditional coatings and emerging fields like 3D printing and photovoltaic self-cleaning coatings [2] - The POLYCOAT water-based epoxy emulsion and curing agent are highlighted for their unique emulsifier design that reduces VOCs without increasing emulsion particle size, providing an ideal choice for low-carbon and long-lasting anti-corrosion [2] - POLYCOAT serves as an excellent substrate for radiation cooling coatings, widely used in building exteriors, photovoltaic components, and energy storage cabinets, contributing to industrial and building energy savings [2] - All products have passed three major ISO certifications and comply with EU RoHS directives, supporting the "dual carbon" goals of the industry [2] Group 2: Industry Chain Collaboration - Lingwei Technology emphasizes the value of industry chain collaboration, achieving full-chain innovation through upstream and downstream strategic partnerships [3] - The company has established joint R&D and technical cooperation with renowned paint companies like Sherwin-Williams, Nippon Paint, AkzoNobel, and Meiga Xincai, ensuring products meet downstream customer and market demands [3] - Currently, Lingwei Technology serves over 3,000 enterprises globally, with products exported to over 50 countries and regions, supported by a network of over 80 distributors [3] Group 3: Digital Transformation - Lingwei Technology is transforming the raw materials industry through digitalization and intelligence, enhancing smart manufacturing capabilities [4] - The company has established digital smart factory benchmarks in its Ma'anshan and Hunan bases, implementing systems for visual and standardized control across R&D, production, quality inspection, and supply [4] - Industrial internet technology enables real-time monitoring and intelligent scheduling of production data, significantly improving efficiency and reducing energy consumption [4] - The Ma'anshan base's photovoltaic system can reduce carbon emissions by approximately 920 tons annually, supporting a low-carbon production and intelligent control operational system [4] Group 4: Future Outlook - Lingwei Technology plans to continue increasing investments in green materials, industry chain collaboration, and digital construction, with R&D expenditures exceeding 5% of revenue and showing a year-on-year increase [5] - Through green innovation and intelligent transformation, Lingwei Technology is driving the industry towards more environmentally friendly and efficient practices, injecting new momentum into the transition from "Made in China" to "Created in China" [5]

Core Viewpoint - The article discusses the growth potential and market dynamics of nano silica, highlighting its applications, production methods, and the competitive landscape in the industry [5][27][41]. Summary by Sections Production Methods and Raw Materials - Nano silica is produced through various methods, including liquid phase and gas phase processes, with the liquid phase method being more common for high-purity products [4]. - The main raw materials for nano silica production include sodium silicate and concentrated sulfuric acid, with the purity of products typically exceeding 98% [4][8]. Key Technical Indicators - Nano silica exhibits superior properties compared to conventional silica, including high surface area, strong adsorption capacity, and excellent dispersion performance [5][6]. - The average particle size of nano silica ranges from 1 to 100 nanometers, making it suitable for various applications in coatings, inks, and plastics [5][8]. Cost Factors and Pricing - The production costs of nano silica vary based on the manufacturing method, with liquid phase products generally having higher prices due to their purity and application in high-value sectors [4][31]. - The market for nano silica is expected to grow significantly, with projections indicating a compound annual growth rate (CAGR) of 7.6% from 2016 to 2025, reaching a market size of approximately $5.14 billion by 2025 [27][31]. Application Fields - Nano silica is widely used in industries such as coatings, inks, plastics, and petrochemicals, serving as reinforcing agents, fillers, carriers, and thickeners [8][10]. - Specific applications include furniture, textiles, automotive coatings, and medical products, showcasing its versatility across various sectors [8][10]. Development Trends - The industry is moving towards high-end, specialized products, with an increasing focus on production technology and environmental compliance [41][42]. - There is a notable trend of domestic manufacturers gradually replacing imported high-end products as they improve their production capabilities and meet stringent quality standards [41][42]. Market Dynamics - The global market for nano silica is projected to grow from an estimated consumption of 334.83 million tons in 2015, with significant growth expected in the Asia-Pacific region [27][31]. - In China, the market size for nano silica is anticipated to exceed $1.5 billion by 2021, driven by increasing demand in various applications [27][31]. Competitive Landscape - Major international players dominate the high-end nano silica market, possessing advanced production technologies and a wide range of product applications [44][46]. - Domestic companies face challenges in competing with established foreign firms but are gradually enhancing their technological capabilities and market presence [41][44].

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 - The company focuses on the research, production, and sales of nano-silica, highlighting its competitive advantages in purity, specific surface area, and dispersion, while maintaining a commitment to continuous technological innovation [2] Company Overview - The company has developed proprietary technologies in raw material formulation, production processes, and self-developed equipment, holding a total of 53 valid patents, including 32 invention patents and 21 utility model patents [2] - The total designed production capacity for nano-silica is 100,000 tons per year, with a capacity utilization rate of 79.44% projected for 2024 [2] Market Position - Domestic sales are expected to account for approximately 99.80% of total sales in 2024, while international sales are projected to be around 0.20% [2] - The company has obtained qualifications for food additives, with these products currently undergoing market validation and promotion, although they have not yet contributed significantly to revenue [2]

Core Viewpoint - The company emphasizes the impact of macroeconomic factors and international dynamics on stock price fluctuations, urging investors to be aware of investment risks [1] Group 1: Company Development Focus - The company aims to enhance the capacity utilization of its fundraising projects, diversify the applications of nano silica, and improve the international competitiveness of its nano silica products over the next three years [1] - The company is committed to increasing the overall competitiveness and profitability of its main business while delivering solid operational results and fulfilling social responsibilities to benefit investors [1] Group 2: Capital Management Strategies - The company will decide on capital operations such as capital reserve conversion to increase share capital, share buybacks, stock incentives, and mergers with related industry enterprises based on its operational status, future development plans, market capitalization management requirements, and industry market conditions [1] - The goal of these capital operations is to maximize shareholder interests and social value [1]

Group 1: Financial Performance - The company achieved a revenue of 479 million yuan in 2024, with overseas sales contributing 117 million yuan, accounting for 24.42% of total revenue [5] - The sales of anti-rust pigments and opening agents are expected to see double-digit growth in 2024 compared to the previous year [6] Group 2: Market and Product Development - The company has established partnerships with over 3,000 enterprises globally, with a focus on Southeast Asia and Europe, minimizing the impact of U.S. tariff policies on overseas sales [2] - The company is expanding its product applications into high-temperature resistant materials, industrial anti-corrosion, and medical films, among others [4] Group 3: Production and Technology - The company is in the production phase of its 20,000-ton ultra-fine silica project at the Ma'anshan base, utilizing photovoltaic energy to reduce carbon emissions [3] - The production process has been fully automated and digitized, enhancing efficiency and precision through the integration of DCS and MES systems [4] Group 4: Research and Development - The company invests heavily in R&D, with 12 core technologies and 32 authorized patents, focusing on the development of nano-silica materials [4] - Future R&D efforts will target high-end applications and involve collaboration with universities and complementary enterprises to strengthen innovation capabilities [4] Group 5: Competitive Advantages - The company has developed unique production technologies that have broken the monopoly of foreign firms in the domestic mid-to-high-end market [7] - The production of nano-silica involves complex processes requiring precise control, creating significant entry barriers for competitors [7] Group 6: Strategic Outlook - The company plans to enhance its market presence and brand recognition globally while expanding its sales network and deepening relationships with existing customers [5] - Future mergers or expansions into upstream and downstream sectors will be considered based on market conditions and company performance [6]