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国际复材:公司研发生产的LDK产品可应用于航空航天等领域
Zheng Quan Ri Bao Wang· 2026-01-06 14:11
Core Viewpoint - International Composite (301526) has made significant advancements in its LDK products, which are applicable in aerospace and can meet the high-frequency demands of 5G-A, 6G, and future satellite communications [1] Group 1: Product Development - The company has achieved a key breakthrough in its self-developed low dielectric glass fiber (LDK) technology, breaking the overseas technology monopoly [1] - The continuous improvement in the dielectric performance of this product series is expected to lead the technology towards lower loss and higher frequency applications [1]
国际复材:公司目前已掌握坩埚法与池窑法双工艺生产能力,并通过持续创新不断提升产品性能与市场占有率
Core Viewpoint - The communication industry is entering a new development cycle driven by the large-scale deployment of 5G-Advanced (5G-A) technology, leading to a significant increase in demand for low dielectric, high-performance materials, which is boosting the continuous growth of the LDK product market [1] Group 1: Company Developments - The company has mastered dual production capabilities using both crucible and pool kiln methods, continuously enhancing product performance and market share through ongoing innovation [1] - The company is focusing on a differentiated development path, concentrating on high-end product areas and strengthening its technical reserves in ultra-fine electronic fibers and high-performance specialty fibers [1] Group 2: Market Trends - The rapid development of the artificial intelligence industry is driving increasing demand for low dielectric high-performance LDK products in the PCB sector, with customers raising higher requirements for product quality and stable supply [1] - The company plans to closely track market and technological trends, continuously optimize product performance, and actively respond to the evolving and higher demands for materials from 5G communication equipment [1] Group 3: R&D and Collaboration - The company aims to enhance the efficient connection of the entire value chain for high-end products like LDK, from research and development to production and market application, by increasing R&D investment and strengthening cross-departmental collaboration [1]
国际复材:低介电电子布市场需求提升,公司强化高端产品技术储备
Core Viewpoint - The demand for low dielectric and high-performance materials in the communication industry is significantly increasing due to the large-scale deployment of 5G-Advanced technology, driving continuous growth in the LDK product market [1] Group 1: Company Developments - The company has mastered dual production capabilities using both crucible and pool kiln methods [1] - The company is focusing on differentiated development paths, concentrating on high-end fields such as ultra-fine electronic fibers and high-performance specialty fibers [1] - The company is continuously optimizing product performance and increasing R&D investment, enhancing cross-departmental collaboration [1] Group 2: Market Trends - The advancement of artificial intelligence and 5G communication devices is propelling the demand for high-end products [1] - The company aims to achieve efficient integration of the entire value chain from R&D to market application for high-end products like LDK [1]