Group 1: Product Overview - The company has two main products: epoxy powder encapsulation material and epoxy molding compound, with the former having a higher market share [2] - The market for epoxy powder encapsulation material is expected to grow due to increased demand from sectors like AI technology and electric vehicles, although specific growth figures are currently unavailable [3] Group 2: Market Trends and Financial Performance - In 2021, the company's revenue was over 130 million, but it saw a decline starting in the second half of 2022 due to reduced demand in the consumer electronics sector; recovery began in the first half of 2023 [4] - The epoxy powder encapsulation material's development trend is closely linked to the consumer electronics industry's performance [4] Group 3: Technical Barriers and Production Capacity - Technical barriers for epoxy molding compound include raw materials, formulations, and processes, with some special materials facing import restrictions [5] - The company plans to increase production capacity by 3,000 tons for epoxy powder encapsulation material and 2,000 tons for epoxy molding compound, with strategies in place to manage this capacity [7][8] Group 4: Customer Demand and Pricing Strategy - There is a demand for customized products, which typically have higher prices and profit margins; however, these often become standardized over time [8] - The pricing strategy is primarily based on negotiations with customers, with a trend of decreasing profit margins due to increased competition [8] Group 5: Future Development Directions - The company is focused on the construction of fundraising projects and aims to enhance automation in production processes [9]
凯华材料(831526) - 投资者关系活动记录表