国际复材(301526) - 2024年11月28日投资者关系活动记录表

Group 1: Company Strategy and Future Plans - The company will focus on innovation, emphasizing its core fiberglass business and investing in R&D resources to advance high-modulus, high-strength, and low-dielectric products in line with "dual carbon" and "digital intelligence" initiatives [2] - The company aims to enhance operational excellence and provide high-quality fiberglass and composite materials, establishing itself as a benchmark for lean operations [2] - The company plans to develop a comprehensive green industrial chain integrating mineral raw materials, fiberglass yarn, and fiberglass products to create an integrated ecological advantage [2] Group 2: Market Position and Competitive Advantage - The company is a leading manufacturer in the fiberglass industry, capable of producing the most varieties and specifications, which allows it to meet diverse market demands and maintain a strong competitive edge [3] - The company has a global production and marketing network, enabling it to respond quickly to market needs [3] - The company has established stable partnerships with renowned international firms, enhancing its market presence in various regions including Asia, Europe, and the Americas [4] Group 3: Financial Performance and Investment Strategy - The company has seen a reduction in long-term equity investments primarily due to subsidiary profit and loss impacts, with no significant changes in investment strategy [3] - The company is actively upgrading old production lines and innovating technologies to reduce costs and enhance competitiveness [4] - The company plans to strengthen market marketing and optimize operational levels to improve sales and market share in 2025 [6] Group 4: Challenges and Responses - The company faces challenges from global economic uncertainties and a slowdown in the fiberglass industry, but it is committed to an "internationalization" development strategy to navigate these challenges [4] - The company is focused on continuous improvement in operational management to enhance internal value and maintain confidence in future development [5] - The company acknowledges that 2024 will be a challenging year for the fiberglass industry, with low prices and unmet market demand affecting profitability [5]