Company Overview - The company specializes in the research, production, and sales of polystyrene polymer new materials and is recognized as a national high-tech enterprise and a "Little Giant" by the Ministry of Industry and Information Technology [3] - Main products include GPPS (General Purpose Polystyrene) and HIPS (High Impact Polystyrene), widely used in electronics, optical displays, toys, daily plastic products, packaging, construction materials, and medical devices [3][4] Production Capacity - As of August 2025, the company has a total registered production capacity of 480,000 tons/year, ranking first in South China and second nationwide [5] - The production capacity includes 240,000 tons/year of GPPS and 240,000 tons/year of HIPS [5] Technological Advantages - The company employs advanced GPPS "1+4" and HIPS "2+4" reactor configurations, enhancing the stability and completeness of the polymerization reaction [6] - The products exhibit lower residual styrene content, making them suitable for high hygiene requirements in food and medical applications [6] - Strong customer loyalty due to high switching costs for GPPS and HIPS specialty materials [6] Product Development Plans - In the second half of 2025, the company plans to promote high-gloss HIPS specialty materials and accelerate the launch of low-temperature resistant HIPS specialty materials [7] - Focus on enhancing competitiveness in sectors such as new energy vehicles, medical devices, electronic carriers, and food packaging [7] Market Positioning - The company primarily serves large and medium-sized home appliance and lighting enterprises, while also exploring potential customers and expanding marketing channels [8] Strategic Projects - In early 2025, the company successfully acquired 202,400 square meters of industrial land in the Daya Bay Petrochemical Zone for its integrated polystyrene new materials project [9] - The project aims to enhance the industry chain security, expand product dimensions, and improve risk resistance and profitability [9]
仁信新材(301395) - 2025年9月16日投资者关系活动记录表