Group 1: Business Expansion and New Products - The company has expanded its business scope since its listing, adding new products such as heat dissipation fans, liquid silicone, titanium alloy components, and electronic glass [4] - In the first half of 2024, the company launched several new products and technologies, leveraging its brand recognition and strong customer resources [4] - New business strategies have resulted in bulk sales and sufficient orders, with some products entering the certification phase for international consumer electronics clients [4] Group 2: Financial Performance and Cost Control - In the first half of 2024, the company's R&D expenses amounted to 15.17 million yuan, accounting for 7.01% of total revenue, focusing on high thermal conductivity materials and high-performance protective materials [5] - The company has implemented measures to control raw material costs, adjusting product prices to maintain reasonable profit levels amid rising raw material prices [4] - The company anticipates increased demand for materials in the second half of 2024 due to inventory procurement and new subsidiary purchases [3] Group 3: Market Strategy and Competitive Position - The company aims to strengthen long-term strategic cooperation with clients and enhance its market share and product profitability by aligning with leading international clients [5] - The integration of AI technology is expected to create new market opportunities, with increased demand for comprehensive thermal solutions from international tech companies [5] - The company is actively expanding overseas to improve its client base and market presence [5]
思泉新材(301489) - 2024年09月05日-23日投资者关系活动记录表