Vontron Technology(SZ:000920)2025-04-10 09:56Group 1: Company Operations and Production - The company has a low reliance on imported raw materials, ensuring stable production even if there are supply disruptions from the West [1] - The company can meet the technical requirements for producing 5nm and potentially 2nm chips, with water purity levels exceeding 18 megohms achievable through existing technologies [1] - The company reported normal operational conditions and plans to disclose its Q1 2025 report on April 25, 2025 [2] Group 2: Financial Performance and Growth - The company aims to continuously develop new technologies, products, and processes to convert potential customer needs into orders, while also focusing on cost control to enhance profitability [2] - The company’s overseas sales accounted for over 20% of total revenue in 2024, with ongoing efforts to expand in Southeast Asia, India, the Middle East, North Africa, Central Europe, Eastern Europe, and South America [4] - The company is considering stock repurchase plans to enhance market value, as its stock price has remained around 9 RMB for over five years [4] Group 3: Industry Outlook and Strategic Goals - The membrane industry is expanding beyond desalination to include applications in industrial concentration and separation processes, which opens new markets and opportunities [5] - The company’s core strategic goals for the next 3-5 years include becoming a leading manufacturer of membrane separation materials and a top provider of concentration separation system solutions [5] - The company is actively working on increasing production capacity through market expansion, new product applications, and optimizing production processes [6]