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松井股份(688157) - 松井新材料集团股份有限公司投资者关系活动记录表(2024-016)
688157SOKAN(688157)2024-11-01 09:24

Group 1: Future Growth Potential in Consumer Electronics - The high-end consumer electronics coating market is a hundred billion scale market with significant growth potential [1] - The company aims to strengthen cooperation with leading downstream terminal customers to seize new industry opportunities [2] - The integration of AI is expected to drive a new wave of replacement demand and create new growth points [2] Group 2: Strategies in the Automotive Sector - The company adopts a differentiation strategy in the automotive parts coating market to enhance its competitive advantage [3] - It focuses on interactive R&D to develop innovative products, such as luminous bumper coatings and PVD plating solutions [3] - A comprehensive marketing service network has been established to meet diverse market demands [3] Group 3: Developments in Battery Insulation Coatings - The company has completed the delivery of the world's first integrated battery insulation UV inkjet printing sample project, now entering the debugging phase [3] - The project is recognized for its higher material safety performance and cost-effectiveness, leading to commercial application [3] Group 4: Aerospace and Low-altitude Economy Initiatives - The company has obtained EN9100 aerospace quality management certification and is preparing to enter the aerospace and low-altitude economy sectors [3] - Strategic cooperation has been established with a domestic eVTOL aircraft manufacturer for the development of functional coating materials [3] Group 5: Product Development in Inks and Adhesives - Inks and adhesives are crucial components of the company's three-in-one product system, with significant strategic importance [4] - The company has made progress in developing new technologies and products in the ink sector, entering the supply chain of leading industry clients [4] - In the adhesive sector, the company is actively integrating resources to achieve strategic goals [4] Group 6: R&D Advantages and Future Plans - The company has interactive R&D opportunities with leading industry clients, enhancing its technological development [4] - A high proportion of R&D investment has cultivated a skilled team and advanced equipment, ensuring alignment with customer needs [4] - Future R&D will focus on long-term strategies to enhance technological barriers and competitive advantages [4]