Group 1: Semiconductor Sealing Development - The company’s subsidiary, Shanghai Jiano, has successfully validated FFKM rubber sealing products in the semiconductor production equipment sector, maintaining a good growth trend despite a small sales scale [2] - The company is actively seeking new cooperation models and business expansion paths by increasing R&D investment and promoting technological iteration and product innovation [2][3] Group 2: Robotics Sector Engagement - In the robotics sealing field, the company is collaborating with leading industry clients for joint R&D to determine technical solutions, with many technical paths and product forms still in the evolution and optimization process [3] - The company aims to deepen ties with top clients to jointly promote the maturity of industry technical standards and finalize product solutions [3] Group 3: Construction Machinery Industry - The sealing component value in excavators is low relative to total equipment value but is critically important, requiring significant time and effort for material technology and application technology development [3] - The company is pushing for domestic substitution of sealing products and increasing market share, particularly in core segments like excavators [3] Group 4: Oil and Gas Sector Growth - The sealing products in the oil and gas sector have performance comparable to leading international companies, with strong customization attributes and certifications from top oil service companies [4] - The company is focusing on global market expansion, including a key project in Saudi Arabia, and is accelerating the establishment of overseas sales and service networks [4] Group 5: R&D Focus and Future Strategy - The company emphasizes research on materials, continuously improving material formulations to meet diverse market demands and enhancing production efficiency through improved equipment and processes [4] - Future strategies include strengthening the basic material system, enhancing independent product development capabilities, and focusing on investment and acquisition of quality enterprises with material technology [4]
唯万密封(301161) - 投资者关系活动记录表