船舶油舱漆
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集泰股份:公司的部分产品已通过宁德时代验证
Mei Ri Jing Ji Xin Wen· 2025-09-19 09:53
每经AI快讯,9月19日,集泰股份(002909)(002909.SZ)发布投资者关系活动记录表公告称,公司的安 徽安庆新材料产业基地一期项目部分产线已经完成验收在试产阶段,剩余产线按计划建设中。公司的船 用防锈漆、船舶油舱漆等产品目前主要用于船舶水线以上。公司将积极把握新能源下游市场快速扩容的 战略机遇,继续着力拓展含电池用胶在内的新能源用胶等工业类用胶市场。公司的部分产品已通过宁德 时代(300750)验证,暂未形成批量供货。 ...
集泰股份(002909) - 2025年9月19日投资者关系活动记录表
2025-09-19 09:44
Group 1: Financial Performance - In the first half of 2025, the company achieved revenue of approximately CNY 533 million, a year-on-year decrease of about 10.7% [3] - The net profit attributable to shareholders was a loss of CNY 8.3 million, primarily due to fluctuations in downstream demand and raw material prices [3] Group 2: Product Development and Market Strategy - The company is focusing on the development of liquid cooling silicone oil, which is currently in the verification stage and has not yet entered mass production [3][4] - The company aims to optimize product structure and control costs while actively exploring markets to improve operational performance [3] - The company has launched a "gel-paint integration" technology route in anticipation of the new national standard for electric vehicle batteries, which will be implemented on July 1, 2026 [5][6] Group 3: Industry Collaboration and New Projects - The company has established a joint venture, Guangzhou Jitian New Materials Co., Ltd., to promote the research and production of adhesives for aircraft windshields, aiming to meet domestic commercial aviation market needs [4] - The company has formed partnerships with clients such as Pylon Technology and XJ Electric for energy storage solutions, providing a one-stop solution covering bonding, thermal protection, and fire prevention [7] Group 4: Research and Development Focus - The company's R&D is concentrated on green and environmentally friendly sealants and water-based coatings, with an emphasis on low VOC, solvent-free, and water-based products [3] - The company has developed high transparency silicone structural sealants and water-based protective coatings to meet market demands for transparency and weather resistance [3]