Group 1: Investor Relations and Company Strategy - The company plans to establish a normalized dividend mechanism to enhance investor returns, adhering to relevant regulations and internal policies [2] - The company is focusing on core business enhancement, cost reduction, and increasing R&D efforts for new products and projects [4] - The new leadership team aims to explore mergers and acquisitions that align with the company's strategic direction to create a second growth curve [4] Group 2: Product Applications and Market Position - The company's products are primarily supplied to power semiconductor manufacturers and are being actively expanded into new application areas such as data centers and low-altitude aircraft [2] - The company has a competitive edge in product performance metrics like thermal conductivity, hardness, tensile strength, and precision compared to market peers [3] - The product development cycle from design to mass production typically takes 3-5 years, but has been reduced to 1-2 years for some products due to industry demands [3] Group 3: Cost Management and Pricing Strategy - The company has a price transmission mechanism to manage raw material cost fluctuations, but it cannot fully mitigate the impact of price volatility [3] - The company employs a "maintain market share" strategy for key domestic clients while actively expanding into overseas markets [4] - The company is committed to maintaining a reasonable gross margin through technological cost reduction and supply chain collaboration [3]
黄山谷捷(301581) - 301581黄山谷捷投资者关系管理信息20251121