Group 1: Business Performance - The company's membrane business is expected to maintain good operational performance, driven by continuous technological innovation and product upgrades [1] - The gross profit margin of membrane products has increased due to cost reduction, supply chain optimization, and accelerated localization of core raw materials [1] - The revenue structure of membrane products is approximately 70% industrial membranes and 30% household membranes, with a trend towards high-value industrial applications [2] Group 2: Future Plans and Market Strategy - There are currently no plans to divest the subsidiary, Daziran, as the company aims to optimize resource allocation based on industry trends and business performance [2] - The company has exported membrane products to over 130 countries and regions, with overseas revenue accounting for about 30% of total income [2] - Future strategies include enhancing global presence, strengthening channel development, and promoting brand awareness to increase market share in overseas markets [2]
沃顿科技(000920) - 2026年3月3日投资者关系活动记录表