人民财讯9月11日电，唯万密封（301161）9月11日在专场机构交流会上表示，公司子公司上海嘉诺的重 要子公司广州加士特研发生产的部分FFKM橡胶材料密封产品在半导体生产设备领域得到成功的验证， 保持了较好的增长趋势，但销售规模不大，部分产品也在积极验证中。公司正积极寻求新的合作模式与 业务拓展路径，不断提升自身在该领域的核心竞争力。 ...

编号：2025-006 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动类 | □媒体采访 □业绩说明会 | | 别 | □新闻发布会 □路演活动 | | | □现场参观 | | √其他 | 专场机构交流会 | | | 国信证券、南方基金、信达澳亚基金、景顺长城基金、长 | | 活动参与人员 | 城基金、招商基金、国投瑞银基金、同泰基金、平安基金、 | | 博时基金 | | | 时间 2025 | 年 9 月 11 日（周四）10:00-11:00；17:00-18:00 | | 地点 | 广东省深圳市 | | 上市公司接待人员 | 董事会秘书：刘正山 | | | 公司于 2025 年 9 月 11 日（星期四）通过专场交流会 | | | 接待机构投资者进行交流与沟通，针对投资者关注的主要 | | | 问题作出了详细解释，具体情况如下： | | | Q1：请介绍下公司在半导体密封领域的发展情况以及如何 | | | 拓展这个业务领域。 | | 交流内容及具体问 | A：公司子公司上海嘉诺的重要子公司广州加士特研发生 | | 答记录 产的部分 | FFKM 橡胶材料密封产品 ...

Group 1 - The company, Shanghai Weiman Sealing Technology Co., Ltd., hosted a research meeting with five institutional investors, including Huatai-PB Fund and Guoshou Anbao Fund, on September 2, focusing on key business development issues [1] - The company is transitioning from a sealing manufacturer to a materials company, emphasizing the importance of sealing material research for maintaining a competitive edge in the global market [1] - The oil and gas segment has seen significant revenue growth compared to the previous year, with high gross margins, and the company aims to expand its market share and plans to establish factories abroad to better serve international clients [1] Group 2 - The company's subsidiary, Shanghai Jiano, has successfully validated some FFKM rubber sealing products in the semiconductor production equipment sector, although sales volume remains small [2] - To accelerate product validation and establish a first-mover advantage, the company is building a new laboratory for testing simulated products and is actively exploring new collaboration models with clients [2]

Group 1: Company Transformation and Strategy - The company has transitioned from a seal manufacturer to a materials-focused company, driven by the importance of material research in sealing performance and application areas [2][3] - The "three-multiple" strategy of "multiple markets, multiple materials, and multiple business models" has been implemented to enhance supply chain security and cost reduction [2][3] Group 2: Oil and Gas Sector Performance - The oil and gas segment reported significant revenue growth compared to the same period last year, maintaining a high gross profit margin [3] - The company plans to establish a factory abroad to better serve international clients and participate in global bidding processes, aiming for increased market share [3] Group 3: Semiconductor Sealing Field - The subsidiary Shanghai Jiano's product, FFKM rubber sealing materials, has been successfully validated in semiconductor production equipment, although sales volume remains low [3] - A new laboratory has been established to simulate product testing environments, improving the likelihood of passing product tests before delivery to clients [3]

Core Viewpoint - Shanghai Weiman Sealing Technology Co., Ltd. held an online conference on August 27, 2025, to discuss business development with 40 institutions, highlighting the company's strategic acquisitions and growth prospects in various sectors [1] Group 1: Acquisition and Integration - Shanghai Jiano has become a wholly-owned subsidiary of Weiman Sealing, enhancing the company's material research capabilities with MDI and high-performance PPDI polyurethane materials, while Jiano contributes expertise in rubber and PTFE applications [1] - The acquisition aims to build a multi-material application system and expand into new fields, with ongoing resource integration to strengthen the foundational material layout for long-term profitability [1] Group 2: Core Business Analysis - The engineering machinery sector is identified as Weiman Sealing's core business, particularly in excavator sealing components, which, despite low value relative to total equipment cost, require high material and processing technology standards [1] - The company is actively collaborating with clients to develop high-quality products, increasing market share and expanding its after-sales network, with a growing presence in the front-end market [1] Group 3: Revenue Growth and Outlook - The revenue growth in Q1 2025 was significantly influenced by the acquisition and the unique characteristics of the engineering machinery, oil and gas, and coal machinery sectors, leading to strong performance [1] - All business segments are experiencing growth, with sufficient orders on hand and steady progress in new business initiatives, alongside the full consolidation of Shanghai Jiano, indicating a positive outlook for the second half of the year [1] Group 4: Semiconductor Sealing Industry Progress - The subsidiary Guangzhou Jiasite under Shanghai Jiano has developed capabilities in rubber and PEEK material modification, with successful validation of some FFKM rubber sealing products in semiconductor production equipment, although sales remain limited [1] - The company is establishing a new laboratory to simulate testing environments, aiming to improve product testing success rates and seeking deep collaborations with leading clients [1] Group 5: Robotics Sealing Development - Robotics sealing is a new direction for the company, leveraging its material technology reserves and in-depth research on sealing performance, although the field presents significant uncertainties [1] - The company plans to provide timely updates on developments in this area [1]