Company Overview - Hangzhou Heshun Technology Co., Ltd. was established in 2003, focusing on the R&D, production, and sales of differentiated, functional biaxially oriented polyester (BOPET) films [2][3] - The company produces various specifications and models of polyester film products, including colored optoelectronic base films, other functional films, and transparent films, applicable in consumer electronics and automotive sectors [2][3] - Future plans include expanding product series and application fields, with a focus on colored optoelectronic base films and other functional films [3] Key Issues - To enhance product competitiveness, the company plans to leverage product innovation, focusing on technology that meets core customer needs and expanding into niche markets such as card games [3] - The company aims to further explore new applications in thin film materials and optimize product structure through continuous innovation and iteration [3] Production Insights - The significant year-on-year growth in transparent film production in 2024 is attributed to the launch of a new 35,000-ton BOPET film production line, which initially focuses on transparent films to minimize risk and validate equipment stability [4] - This strategy allows for efficient use of idle equipment time and avoids capacity waste during product changeovers [4] Carbon Fiber Project - Carbon fiber offers advantages such as lightweight, high strength, high-temperature resistance, and corrosion resistance, making it irreplaceable in high-end manufacturing sectors requiring extreme performance [4] - The carbon fiber project commenced construction in Q3 2024 and is progressing as planned, aligning with the company's expectations [4]
和顺科技(301237) - 2025年7月15日和顺科技投资者关系活动记录表