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宇邦新材(301266) - 2025年09月12日投资者关系活动记录表

Group 1: Overseas Business Strategy - The company has not adjusted its plan to enhance overseas business, which remains a key strategy for this year, with continued resource investment to expand market share in international markets [1]. Group 2: Product Development and Future Outlook - The photovoltaic tin soldering strip is a critical auxiliary material that can enhance the output power of components through quality improvements. The company will focus on technological iteration and rapid industrialization while developing differentiated products [1]. - The company is actively seeking new business directions in the new materials and new energy sectors, exemplified by its recent investment in Wuxi Sun Energy Superconducting Materials Technology Co., Ltd., which showcases a new direction in superconducting materials [1]. Group 3: Industry Trends and Policies - The "anti-involution" policy is expected to help reshape supply-demand balance, improve product quality, and accelerate technological upgrades in the photovoltaic industry. The transition from policy introduction to implementation will be gradual [1]. - The photovoltaic industry is anticipated to gradually return to rational competition following a cyclical adjustment [2].