FSPG(SZ:000973)2024-12-13 10:12Group 1: Industry Outlook and Business Strategy - The high-performance polymer functional films and composite materials industry is a strategic emerging industry supported by national development efforts, crucial for advancing new productive forces and high-quality development [1] - The company focuses on innovation-driven strategies, emphasizing the development of differentiated high value-added products to maintain a competitive edge in niche markets [1] - Key investments include projects such as the third phase of the Wida optical film project and the upgrade of the high-tech composite barrier materials production line [1] Group 2: Acquisition and Synergy - The acquisition of Jinli Co. allows the company to enter the lithium battery separator field, enhancing its new energy industry layout [2] - There are potential synergies in material procurement, formulation processes, technical equipment, and digital transformation between Jinli Co. and the company [2] - This transaction is expected to improve the company's profitability and shareholder returns while promoting high-quality development for Jinli Co. [2] Group 3: Product Development Focus - The company is entering the "lithium battery composite current collector film materials" sector, which is expected to enhance the performance of composite current collectors [2] - This project aligns with the company's new material development positioning and aims to expand into high value-added polymer film areas [2] - The initiative will strengthen the company's core competitiveness and accelerate the establishment of an original technology source [2]