UV 胶
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硅宝科技(300019) - 300019硅宝科技投资者关系管理信息20251210
2025-12-10 09:28
Group 1: Company Overview and Production Capacity - The company, Silicon Treasure Technology, has a production capacity of 370,000 tons/year for high-end adhesives, ranking first in the industry [2] - It has established nine production bases across regions including Sichuan, Jiangsu, Anhui, and Shanghai, with a focus on high-end silicone sealants and adhesives [2] - Future plans include expanding production centers in Southwest, East, and South China to enhance market proximity and service [2] Group 2: New Projects and Investments - The company is investing CNY 150 million in a new subsidiary in Shanghai for advanced silicone materials, including a 5,000 tons/year electronic and optical packaging materials production line [3] - This project aims to leverage Shanghai's international advantages and enhance R&D capabilities to serve the Yangtze River Delta economic circle [3] Group 3: Product Applications and Market Position - The company offers a range of UV adhesive products, including UV-curable adhesives and coatings, primarily used in electronics and optical devices [4] - Its UV-curable optical adhesives have been successfully applied in military, automotive, and commercial display sectors, showcasing strong market advantages [4] Group 4: Strategic Acquisitions - The acquisition of Jiangsu Jiahau, a leading hot melt adhesive company, aims to enhance the company's product range and core competitiveness in the hot melt adhesive sector [5] - In 2024, Jiangsu Jiahau achieved a revenue of CNY 1.027 billion, a year-on-year increase of 24.66%, and a net profit of CNY 49.33 million, up 8.34% [6] Group 5: International Sales and Growth Strategy - The company has expanded its overseas market presence, exporting products to over 60 countries, with a significant increase in export sales revenue of CNY 223.46 million, a year-on-year growth of 288.01% [6] - Key growth drivers include strong market demand and the establishment of localized sales networks in countries like Brazil, India, and the USA [6] - Future strategies will focus on further expanding overseas markets and increasing market share in hot melt and silicone adhesive products [6]