Comens Materials(SZ:300200)2025-09-08 11:42Group 1: Company Overview and Strategy - The company aims for "strategic leadership, innovation-driven internationalization; project breakthroughs, quality improvement, and increased efficiency" as its 2025 operational guiding philosophy [2] - Future development strategies include leading the development of composite adhesive materials, enhancing traffic functional materials, accelerating the development of electrical functional materials, and breaking through in optical display materials [2] Group 2: Market Expansion and Capacity - The company plans to alleviate previous capacity shortages through the gradual release of production capacity from two projects in Nantong, significantly increasing overall capacity [3] - In 2025, the company will continue to focus on developing major customers, increasing their proportion, and accelerating international market expansion, particularly targeting Southeast Asia, the Middle East, and other emerging economies [3] Group 3: Electrical Functional Materials - The company adopts a combination of internal growth and external mergers and acquisitions to strategically position itself in the electrical functional materials sector [4] - The electrical functional materials segment will focus on power, electrical, and electronic adhesive products, with significant market expansion potential in these areas [4] Group 4: Optical Display Materials Progress - The main R&D products in the optical display materials sector include pressure-sensitive adhesives for polarizers and OCA adhesives [5] - As of June 2025, the company has completed two ton-level orders for small-sized polarizer pressure-sensitive adhesives and is in the sample delivery phase for large-sized polarizer adhesives [5]