Group 1: Business Development - The company is actively expanding its product offerings, including heat dissipation fans, liquid silicone, electronic glass, and automotive adhesives, leveraging its strong brand recognition and technical expertise [1] - New products have begun mass production with sufficient orders, and some are entering certification stages with international clients [1] Group 2: Capacity Expansion - In 2024, the company is steadily advancing its capacity construction projects, including high-performance thermal products and a new materials R&D center [2] - A production base for high-performance thermal products is being established in Vietnam, which is expected to enhance market share and product profitability [2] Group 3: Client Base - The company has established a stable client base, including major brands like Xiaomi, Vivo, Samsung, and BYD, while also expanding into new sectors such as electric vehicles and communication [2] - Ongoing efforts are being made to strengthen partnerships with leading clients, with new products generating revenue [2] Group 4: Product Applications - Main products include graphite heat sinks, thermal pads, and heat pipes, applicable in consumer electronics, servers, and new energy vehicles [2] - Products are also being utilized in automotive electronics and systems, with established collaborations with several well-known automotive companies [3] Group 5: Strategic Outlook - The company aims to enhance its thermal management product strategy and global market presence, focusing on R&D and technical advancements in various sectors [3] - Future strategies include developing a second growth curve through nano-protective materials and strengthening partnerships with top-tier international clients [3]
思泉新材(301489) - 2024年11月18日-29日投资者关系活动记录表