Group 1: Industry Impact - The "anti-involution" policy aims to optimize the supply-demand structure in the photovoltaic industry, enhancing profitability for upstream and downstream enterprises and promoting sustainable development [1] - The policy encourages the elimination of outdated production capacity and standardizes competition, which is expected to accelerate technological innovation in the photovoltaic sector [1] Group 2: Growth Strategy - The company plans to extend its product line into other photovoltaic materials while maintaining its competitive edge in traditional sectors [1] - There is an active exploration of opportunities in the new energy and new materials fields, building on existing technological expertise [1] Group 3: Capacity Expansion - Currently, the company's downstream clients are primarily in the domestic photovoltaic market, and direct exports are sufficient for overseas market expansion [1] - The company adopts a cautious approach towards "capacity going abroad," intending to assess market changes and associated risks before making decisions [1] Group 4: Disclosure Information - The activity did not involve any undisclosed significant information [2]
宇邦新材(301266) - 2025年07月23日投资者关系活动记录表