Group 1: Company Overview - The company is Guangdong Siquan New Materials Co., Ltd., with stock code 301489 and abbreviation Siquan New Materials [1]. - The company was established in January 2024 and primarily produces AG glass, applicable in various high-end display products [3]. Group 2: Product Offerings - The company offers a comprehensive range of thermal management materials, including graphite heat sinks, thermal pads, heat pipes, and uniform temperature plates, widely used in consumer electronics such as smartphones and laptops [3]. - The company has developed a complete thermal solution system to meet diverse cooling requirements in electronic products [3]. Group 3: Market Opportunities - The integration of AI technology in consumer electronics presents new market opportunities, with increased demand for comprehensive thermal solutions from major tech companies [3]. - The company has established strong partnerships with renowned laptop manufacturers, enhancing its market position [3]. Group 4: Core Technologies - The company possesses six core technologies, including high-temperature sintering and surface modification, with significant achievements recognized at the provincial level [4]. - The company is a national high-tech enterprise and has developed proprietary technologies that have been industrialized [4]. Group 5: Future Strategy - The company aims to advance its product strategy of "materials + components + cooling systems" and expand its global market presence [4]. - Future plans include enhancing technology levels in thermal management materials and developing its nano-protective materials business as a second growth curve [4].
思泉新材(301489) - 2024年05月20日-24日投资者关系活动记录表