Group 1: Client Relationships and Market Development - The company has established a strong client base in the thermal management industry, serving major brands such as Xiaomi, Vivo, Samsung, Google, ABB, BYD, and Foxconn [2] - The company is focusing on expanding its product applications in various sectors, including laptops, telecommunications, new energy vehicles, photovoltaic energy storage, and servers, with new products and clients generating revenue [4] - The company is actively developing partnerships with North American clients, with graphite films currently being used in mobile products and expected to expand into other electronic devices [3] Group 2: Product Development and Capacity Expansion - The company is enhancing its product offerings, including graphite sheets, cooling fans, thermal interface materials, and has established collaborations with several well-known automotive manufacturers [3] - In 2024, the company plans to increase production capacity, with new projects set to commence in August 2024, including a high-performance thermal product production base in Vietnam [3] - The company is diversifying its product line through new business ventures and acquisitions, including the introduction of cooling fans and liquid silicone, with some products already in mass production or certification stages with international clients [3] Group 3: Strategic Vision and Future Outlook - The company aims to maintain continuous growth in 2024 by focusing on new clients and products across various industries [4] - The strategic layout includes advancing the "materials + components + cooling systems" product strategy and global market strategy, enhancing the technical level of thermal management materials [4] - The company is committed to building its nano-protective materials business as a second growth curve, ensuring sustainable profitability and development while maximizing shareholder returns [4]
思泉新材(301489) - 2024年07月25、26日投资者关系活动记录表