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和顺科技(301237) - 2025年5月23日和顺科技投资者关系活动记录表
HeshunHeshun(SZ:301237)2025-05-23 09:02

Company Overview - Established in 2003, Hangzhou Heshun Technology Co., Ltd. focuses on the R&D, production, and sales of differentiated, functional biaxially oriented polyester film materials [2] - Main products include colored optoelectronic base films, other functional films, and transparent films, applicable in consumer electronics and automotive sectors [2] - The company aims to expand its product range and application fields while exploring new materials, particularly in high-performance carbon fiber [2] Carbon Fiber Project Strategy - The carbon fiber project aligns with national strategic plans, including the "14th Five-Year Plan," and is supported by government policies [3] - The project is part of the high-end new materials industry, characterized by high technical barriers, with a focus on increasing domestic production rates [3] - The project aims to optimize the company's industrial structure and enhance product value and technological content [3] Production and Market Plans - Currently, there are no expansion plans; future capacity will be aligned with business strategies and market demand [3] - The carbon fiber project commenced construction in Q3 2024, funded by a mix of raised funds and self-financing [3] - The project is in the construction phase, with market promotion and customer engagement planned post-trial production [3] Industry Outlook - The company maintains a positive outlook on the future of the consumer electronics market, driven by product upgrades, market replacements, and personalized consumer demands [3] - Continuous monitoring of industry trends and demands will guide the company's technological development and market expansion efforts [3]