德联集团(002666) - 002666德联集团投资者关系管理信息20251218

Group 1: Investment and Production Progress - The company's targeted stock issuance project, "DeLian Automotive New Material Adhesive R&D and Manufacturing Project," was successfully completed and reached its intended operational status by September 30, 2025, with small-scale production starting in October 2025. This project will add 61,700 tons of adhesive production capacity, alleviating existing capacity constraints [1] - The company plans to steadily advance its production ramp-up plan, prioritizing supply to cooperative automotive enterprises and new energy vehicle clients, aiming for gradual mass delivery [1] Group 2: Business Expansion and Strategic Partnerships - The adhesive business is expanding beyond automotive manufacturing into the shipbuilding industry, with a partnership with South Korea's Unicon expected to yield LNG ship-specific adhesives, set to launch in Q1 2026 [2] - The company’s integrated platform offers comprehensive services, including R&D, procurement, production, and market development, which attracts international enterprises for localized production and supply [2] Group 3: Product Application and Market Diversification - The core liquid cooling product, characterized by low electrical conductivity and excellent insulation, has successfully penetrated new application areas, including energy storage, wind energy, and nuclear power, achieving large-scale deployment [2] - Key clients in the wind energy sector include Goldwind Technology and Vestas, while in the energy storage sector, partnerships have been established with Foxconn and others, demonstrating a robust supply chain across various industries [2] Group 4: Future Planning and Market Trends - The company aims to deepen upstream technical cooperation and enhance independent product R&D to increase market share, focusing on the trends in the Chinese automotive industry, particularly in new energy vehicles [3] - The strategy includes expanding product categories in the new energy sector and leveraging opportunities in energy conservation, lightweighting, and localization within the automotive industry to strengthen competitive advantages and ensure long-term stable growth [3]