Group 1: Company Overview and Product Development - Suzhou Tianmai Thermal Technology Co., Ltd. was established in 2007, initially focusing on thermal interface materials, with a strong emphasis on R&D and technology accumulation [2][3] - The company has developed high thermal conductivity, low volatility, and low oil content thermal silicone sheets, which are widely used in consumer electronics, security monitoring, automotive electronics, and communication equipment [2][3] - Since 2010, the rapid growth of consumer electronics has increased the demand for thermal management solutions, leading the company to develop synthetic graphite materials starting in 2012 [2][3] Group 2: Market Position and Competitive Landscape - The company began R&D on heat pipes and uniform temperature plates in 2014 and 2017, despite initial market uncertainties and production challenges [3][4] - In the heat pipe and uniform temperature plate sectors, competitors include Japanese and Taiwanese firms like Furukawa Electric and Nidec, which have established strong market shares in traditional markets [3][4] - The company has achieved certification from major clients such as Samsung, OPPO, and Huawei, enabling large-scale supply in the consumer electronics sector [3][4] Group 3: Product Performance and Market Penetration - The company has established a leading market position in the consumer electronics sector, with 7 out of the top 10 global smartphone brands as clients in 2023 [3][4] - In the thermal interface materials sector, the company competes against established players like Laird and Fujikura, focusing on high-performance products with diverse specifications [4] - The company has developed over 200 product specifications, achieving competitive performance levels comparable to international counterparts [4] Group 4: Future Outlook and Goals - The company has set detailed performance targets for 2025, although specific figures are not disclosed to ensure equal treatment of all investors [5] - The company operates three production bases located in Suzhou, Zhejiang, and Vietnam, supporting its manufacturing capabilities [4]
苏州天脉(301626) - 苏州天脉投资者关系管理信息