HAISHUN(SZ:300501)2025-10-30 09:44Group 1: Company Performance and Market Position - The company's aluminum-plastic film business has achieved a sales scale with a year-on-year growth of over 50% in the first three quarters of 2025 [8] - The company acknowledges that its stock price has been affected by various factors, including market environment, industry competition, and company performance [3][5] - The management team is committed to improving operational efficiency and decision-making quality to enhance long-term development [3][5] Group 2: Research and Development - R&D expenses have increased year-on-year, focusing on high-end medical film materials and electronic film materials, with some products entering the industrialization stage [4] - The company emphasizes the importance of R&D investment for new product development and existing product process iteration [4] Group 3: Sales and Marketing Strategies - The company is actively expanding sales channels and enhancing brand exposure through participation in trade shows [3][6] - Strategies to cope with market competition include improving product competitiveness, expanding new sales channels, and enhancing customer service [6] Group 4: Financial Management and Shareholder Relations - The company has a bank loan approval limit of 180 million, but the actual long-term borrowings reported are only 60 million, raising questions about the remaining 120 million [14] - The management expresses confidence in the company's future performance and is focused on optimizing internal management and resource allocation to improve market value [11][13] Group 5: Future Outlook - The company is closely monitoring industry trends, particularly in the solid-state battery sector, and aims to leverage its technical expertise in packaging materials [7] - The management is committed to enhancing communication with investors and ensuring transparency regarding company operations and strategies [9][11]