高导热
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立中集团(300428.SZ)研发生产的高导热、高导电材料已用于手机中板等具有导热、导电功能需求的结构部件上
Ge Long Hui· 2025-09-15 07:24
Core Viewpoint - The company has developed high thermal conductivity and high electrical conductivity materials that are now used in structural components of mobile devices, indicating a strong position in the electronics materials market [1] Group 1: Product Development - The company produces high thermal and electrical conductivity materials for mobile device components, such as mid-plates [1] - The company also manufactures high-end grain refiners as functional materials for high-end aluminum production, which can be indirectly applied to aluminum alloy casings of electronic products like smartphones, tablets, and laptops [1]
苏州天脉(301626) - 投资者关系活动记录表
2025-07-21 09:54
Group 1: Company Overview - Suzhou Tianmai Thermal Technology Co., Ltd. was established in 2007, initially focusing on thermal interface materials, which have high technical barriers in the mid-to-high-end product market [2] - The company has developed high thermal conductivity, low volatility, and low oil thermal silicone sheets, widely used in consumer electronics, security monitoring, automotive electronics, and communication equipment [2][3] Group 2: Product Development and Market Trends - Since 2010, the rapid development of consumer electronics, particularly smartphones and tablets, has increased the demand for thermal management solutions [2] - The company independently developed artificial synthetic graphite materials in 2012 to meet the growing thermal management needs in the consumer electronics sector [2] - The company has been investing in the research and development of heat pipes and uniform temperature plates since 2014 and 2017, despite initial market uncertainties [3] Group 3: Production and Expansion Plans - Current production bases are located in Suzhou, Zhejiang Shengzhou, and Bắc Ninh, Vietnam, with plans to purchase 100 acres for a new intelligent manufacturing base in Suzhou [3][4] - The new manufacturing project is expected to take time to implement and will not significantly impact the company's performance in the short term [3] Group 4: Investor Relations and Future Outlook - The company anticipates a revenue growth of approximately 10% for the year 2025, although this is subject to various uncertainties including market competition and operational management [4] - The company has implemented stock incentive plans for senior management and core employees prior to its IPO and plans to consider future stock incentive arrangements based on operational performance [3][4]