证券代码： 002324 证券简称：普利特 上海普利特复合材料股份有限公司投资者关系活动记录表 公司所生产的改性 PEEK，改性 PPS，改性 PA 等材料可以用于机 器人等相关行业，目前部分材料已经批量供应于工业机器人领域， 但目前相关业务比例占公司总体业务量较小。同时公司作为改性材 料领域的领军企业，高度重视材料在机器人产业中的应用，积极与 相关头部客户进行业务对接和验证，全面推进公司材料在机器人行 业中的轻量化、功能化、规模化使用。 4、简要介绍一下公司 LCP 业务？ 公司 LCP 树脂布局涵盖 I 型、II 型、III 型树脂，实现注塑级、 薄膜级、纤维级树脂全覆盖；公司的 LCP 薄膜全系列产品目前均已 2 编号：2025-07-23 | 投资者关 | ☑特定对象调研 □分析师会议 | | --- | --- | | 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 （请文字说明其他活动内容） | | 参与单位 | | | 名称及人 | 富国基金、工银瑞信、西部证券 | | 员姓名 | | | 时间 | 2025 年 7 ...

Core Viewpoint - The article highlights the recent achievements of Water Co., Ltd. in the production of advanced materials, specifically LCP and PAEK resins, marking a significant step in the company's vertical integration and technological innovation in the materials industry [1]. Group 1: Company Developments - Water Co., Ltd. announced that its subsidiary, Chongqing Water Intelligent New Materials Technology Co., Ltd., has obtained the "Safety Production License," allowing the commencement of production for its LCP resin project with an annual capacity of 20,000 tons and a PAEK resin project with an annual capacity of 1,000 tons [1]. - With the full release of production capacity in Chongqing, Water will achieve an annual production capacity of 25,000 tons for LCP resins, enabling the company to control the entire process from synthesis to modification and processing [1]. - The company has transitioned from technology introduction to independent innovation in LCP materials, establishing a complete vertical industry chain that includes synthesis, modification, and molding [1]. Group 2: Industry Impact - The advancements in PEEK materials allow Water to master core technologies across the entire industry chain, facilitating domestic substitution in cutting-edge fields such as humanoid robot joints, thus initiating a "plastic instead of steel" revolution [1]. - Water's strategic focus on "special materials platformization" over the past decade has transformed it from a disruptor in 5G materials to a leader in providing material solutions across various frontier sectors, including 5G/6G, robotics, low-altitude economy, AI, new energy, and aerospace [1].

Core Viewpoint - The company has received a safety production license for its projects, marking a significant step towards enhancing its production capacity in advanced materials [1] Group 1: Company Developments - The wholly-owned subsidiary of the company, Chongqing Water Zhicheng New Materials Technology Co., Ltd., has obtained the safety production license from the Chongqing Emergency Management Bureau [1] - The projects include an annual production capacity of 20,000 tons of liquid crystal polymer (LCP) resin materials and 1,000 tons of polyether ether ketone (PEEK) resin materials [1] Group 2: Industry Impact - The production capacity increase will help meet the demands of downstream industries such as 5G/6G, AI, robotics, semiconductors, automotive electronics, new energy, drones, and aerospace [1] - The enhancement of product competitiveness and the platform capability for specialty materials is expected to strengthen the company's market position [1] Group 3: Uncertainties - The production and sales of related products may be influenced by business development conditions and industry policies, indicating potential uncertainties [1]

Core Viewpoint - The acquisition of the safety production license by the company's wholly-owned subsidiary marks a significant milestone for the production of advanced materials, enhancing its competitive edge in various high-demand industries [1] Group 1: License Acquisition - The company’s subsidiary, Chongqing Water Zhicheng New Materials Technology Co., Ltd., received a safety production license from the Chongqing Emergency Management Bureau, valid from May 19, 2025, to May 18, 2028 [1] - This license allows the company to officially commence production for its projects, including the annual production of 20,000 tons of liquid crystal polymer (LCP) resin materials and 1,000 tons of polyether ketone (PEEK) resin materials [1] Group 2: Production Capacity and Market Demand - The commencement of production is expected to enhance the company's capacity for LCP and PEEK products, addressing the needs of downstream industries such as 5G/6G, AI, robotics, semiconductors, automotive electronics, new energy, drones, and aerospace [1] - Strengthening the company's product competitiveness and platform capabilities in specialty materials is anticipated as a result of this development [1]