国瓷材料(300285) - 300285国瓷材料投资者关系管理信息20250515

Group 1: Financial Performance and Shareholder Concerns - The company's stock price has been underperforming, with investors suggesting that annual dividend funds be used for share buybacks and cancellations [2] - A small investor reported a loss of approximately 40% since investing in 2023, expressing concerns about shareholder returns [6] - The company plans to enhance investor returns through share buybacks and increased dividends in 2024 [5] Group 2: Product Development and Market Position - The company is focusing on ceramic bearing balls as a promising material for robotics, highlighting advantages over metal products [3] - The company is actively developing solid-state battery technologies, with multiple oxide solid electrolytes already researched and developed [6][7] - The company aims to strengthen its position in the biomedical sector through strategic investments in companies like Dekema and Spident [4] Group 3: Strategic Goals and Market Outlook - The company’s long-term revenue goal of exceeding 10 billion yuan is still in place, although achieving it by 2025 may be challenging due to changing market conditions [7] - The company emphasizes maintaining high gross margins and quality development over simply increasing revenue through homogeneous competition [7] - The company is committed to a dual strategy of internal growth and external acquisitions to enhance its market position [6]