Group 1: Financial Performance - The company's gross margin in Q1 2025 decreased due to the new silicon-based material project being in the capacity ramp-up phase, leading to short-term cost pressure and changes in product sales structure [2] - The gross margin for silicone ink in 2024 is projected to be 36.24%, down from 42.25% in 2023, primarily due to the integration of the silicon-based material project [3] Group 2: Market Dynamics - The company has no direct exports to the U.S., with approximately 21% of its revenue in 2024 coming from direct exports, mainly to Southeast Asia [3] - The company is currently not planning to establish overseas factories but will evaluate this based on global market demand and international trade conditions [3] Group 3: Product Development - The company is advancing its annual production project of 27,750 tons of eco-friendly water-based printing paste as planned, with specific production timelines to be announced [2] - The company’s digital printing paste products include four main categories, which are expected to evolve as digital printing technology matures [5] Group 4: Strategic Focus - The company aims to continue focusing on the research, production, sales, and technical services of printing materials and equipment, providing comprehensive solutions to downstream customers [5] - Future strategies include increasing R&D investment, enhancing existing technology integration, and exploring emerging fields for innovative product development [5]
长联科技(301618) - 2025年6月27日投资者关系活动记录表