明冠新材(688560) - 业绩说明会投资者关系活动记录表

Group 1: Company Overview and Market Position - Mingguan New Materials Co., Ltd. is focused on the production of photovoltaic packaging materials and lithium battery aluminum-plastic films, with a significant market presence in these sectors [1][17]. - The company has established a production capacity of 220 million square meters of films annually, with a new project in Vietnam set to achieve full production by January 2024 [20]. Group 2: Research and Development - The company has a dedicated R&D team consisting of 16 personnel with master's degrees or higher, including 3 PhDs in polymer materials and chemistry [5]. - It has obtained a total of 135 authorized patents, including 40 invention patents, and has applied for 189 patents in total [7][12]. Group 3: Product Development and Innovations - The company is developing new products such as light-conversion films and specialized adhesive films for N-type solar cells, aiming to enhance the performance stability of high-efficiency components [14][19]. - The company has successfully developed long-term electrolyte-resistant aluminum-plastic films and solid-state battery films, which have received market recognition and are in mass production [6][10]. Group 4: Market Trends and Future Outlook - The penetration rate of perovskite solar cells in China is expected to grow from approximately 0.2% in 2023 to 30% by 2030, indicating a significant market opportunity for related packaging films [9]. - The company maintains a positive outlook on the solid-state battery market, anticipating rapid growth due to technological advancements and cost reductions [10][16]. Group 5: Financial Performance and Strategic Planning - The company is focused on maintaining profitability and market share through cost control measures, including optimizing production processes and managing material costs [13]. - The company plans to leverage its production bases in Jiangxi, Hefei, and Vietnam to enhance product development and production efficiency in response to market demands [15].