科力装备(301552) - 301552科力装备投资者关系管理信息20260121
Keli EquipmenKeli Equipmen(SZ:301552)2026-01-21 08:44

Group 1: Company Overview and Market Position - The company is the largest domestic manufacturer of injection and extrusion automotive glass assembly components, establishing a strong market presence [3] - The company has successfully equipped over ten new energy vehicle models, achieving installation volumes in the hundreds of thousands, with a reputation for "0 oil film" performance [3] Group 2: VOC Phenomenon and Technological Solutions - VOC emissions primarily originate from the coatings on camera substrates and brackets, as well as from plastic materials, which can exacerbate under high temperatures and UV exposure [2] - The company's light-absorbing coating effectively addresses the oil film issue at its source, providing a competitive edge over rivals who cannot resolve VOC emissions in the short term [3] Group 3: Customer Relationships and Trust - The company emphasizes long-term value creation through trust, transparency, and consistent performance, which fosters customer loyalty and reduces the likelihood of switching suppliers [3] - The company has been recognized as an "Excellent Supplier" by Fuyao Glass and received "A-level Supplier" ratings from AGC and Saint-Gobain, highlighting its strong reputation in the industry [3] Group 4: Financial Reporting and Future Plans - Currently, revenue from new nano-coating materials is included in the glass assembly component revenue, but there are plans to separate this in future reports as sales increase [4]