投资者关系活动记录表 编号：2026-006 | | □分析师会议 ☑特定对象调研 | | --- | --- | | | □媒体采访 □业绩说明会 | | 投资者关系活动类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他（ 电话会议） | | | 东北证券：周兴武（机械行业研究员） | | 参与单位名称及 人员姓名 | 长城基金：储雯玉（基金经理）、余欢（基金经理）、刘疆（基 金经理） | | | 榕树投资：丁煜（基金经理）、李立明（基金经理）、邓德举 | | | （基金经理） | | 时间 | 2026年1月23日 10:00-12:00、16:00-17:00 | | 地点 | 公司三楼会议室 | | | 董事长、总经理：石正兵 | | 上市公司接待人员姓名 | 副总经理、董事会秘书：杨亮 | | | 证券事务代表：韩露露 | | | 一、调研参观 参观公司实验室、产品展厅、选品中心。 | | | 二、公司基本情况介绍 三、问答环节 | | | Q1：公司参与载人航天封装领域的技术壁垒有哪些？ | | 投资者关系活动 | 答：公司是中国航天专用压缩袋的独家供应商，产品已累计 ...

Group 1: Company Overview and Market Expansion - The company has seen rapid growth in overseas business, with a 47% year-on-year increase in Amazon channel performance in the first half of the year [2] - The company achieved a 26% year-on-year growth in its IKEA business, successfully integrating its self-developed silicone pressure-sensitive adhesive materials into IKEA's supply chain [2][3] - Future plans include expanding into emerging markets such as Canada, Europe, and Southeast Asia to accelerate global business development [3] Group 2: Research and Development Focus - The company prioritizes R&D innovation, focusing on three main areas: attracting high-end talent, building advanced laboratories, and collaborating with academic institutions [3] - The company is the exclusive supplier of compression bags for China's manned space program, with products used in 29 space missions [3] - New technologies developed include a waste collection system for microgravity environments and a biological culture box cover for astronauts, utilizing advanced nano-materials [3] Group 3: Product Development and Market Strategy - The company is enhancing its safety protection product line, particularly in cut-resistant gloves, while increasing efforts in the consumer market [3] - A comprehensive supply chain has been established, providing both core materials and finished products for safety protection [3] - The company is focusing on the robotics industry, developing ultra-thin cut-resistant materials suitable for industrial and domestic robots [5] Group 4: Cost Management and Operational Efficiency - The company plans to improve operational efficiency through AI and digital tools to manage costs effectively [5] - Emphasis will be placed on core differentiated products with market competitiveness to enhance profitability [5] - The strategy includes streamlining the product matrix to reduce waste and focus resources on high-growth areas [5]