证券日报网12月16日讯金发科技（600143）在12月9日至11日回答调研者提问时表示，公司对医疗健康 板块采取"优化存量，发展增量"的调整策略。在存量业务(口罩、手套)方面，2025年上半年该板块实现 销售收入4.68亿元，同比增长185.37%。公司通过设备技改、提升产能利用率，已使丁腈手套单位成本 下降，目前正推进能源优化项目以进一步降低能源成本，该项目完工后有望推动该板块进一步减亏。在 增量业务上，公司聚焦于发展NC膜、闪蒸无纺布、空调滤材等高技术壁垒的B端材料，相关产品已进 入主流客户供应链。作为公司高分子材料下游应用的重要延伸，医疗健康板块与主营业务协同性强。未 来，公司将通过技术升级与产品结构优化，持续提升该板块的盈利能力和产业价值。 ...

Summary of Conference Call for Minshida Company Overview - **Company**: Minshida - **Industry**: Advanced materials, specifically focusing on aramid paper and honeycomb core materials Key Points Production and Capacity - New aramid paper production line commenced operations in Q3, achieving a 50% utilization rate by September 30 [2][4] - RO membrane substrate and wet non-woven fabric lines expected to start production in Q1 next year, with ample capacity across product lines [2][4] - The company plans to release remaining capacity based on market expansion [2] Market and Pricing - Aramid paper procurement prices remained stable with a slight decrease in Q3; prices are expected to stabilize in Q4 and next year [2][11] - The design annual production capacity for RO membrane substrate is 1,500 tons, primarily used in water purification equipment [2][12] - The company is focusing on the honeycomb core material market, particularly in the aviation sector, where it has begun bulk supply [2][15] Strategic Focus - Minshida aims to strengthen its technical and application advantages in aramid paper, particularly in high-end markets to replace foreign competitors [2][6] - The company is also exploring emerging fields such as computing power development and renewable energy, providing customized solutions [2][6] Financial Performance - Q3 financial indicators showed a decline due to delays in product delivery in the wind and solar new materials sector, which has higher average selling prices and gross margins [2][16] - The company has not received any plans for shareholding reductions from executives or major shareholders, and accounts receivable risks are considered manageable [2][9] Competitive Landscape - The primary competitors in the honeycomb core material market are foreign companies, with most market share held by them [2][5] - The company is working on aviation sector certifications and customized product development to quickly replace foreign competitors [2][5] Applications and Innovations - Aramid paper honeycomb materials are being tested for applications in new energy vehicles, with some validation already completed [2][10] - The company is also involved in the production of high-end pickleball paddles using aramid paper honeycomb materials, currently in the promotion stage [2][3][18] Future Outlook - The company is optimistic about the impact of national support for seawater desalination on performance, although the RO membrane substrate line will only be operational in Q1 next year [2][12] - Overall goal is to become a globally competitive player in the new materials sector [2][6]