晶华新材(603683) - 晶华新材投资者关系活动记录表

Group 1: Company Performance Overview - The company experienced significant performance growth in the first three quarters of 2023 compared to the same period last year [3] - Key factors for this growth include product structure adjustments, new product promotions, and enhanced customer service, particularly in the power battery and 3C product sectors [3] - The company improved cost control and reduced raw material procurement costs through centralized purchasing [3] - Efficiency improvements and lean production practices led to increased capacity and reduced operational costs [3] - Effective integration with subsidiary Kunshan Jinghua enhanced service to well-known clients in the power battery and 3C industries [3] Group 2: Sales Performance by Product Category - Sales of electronic adhesive materials are strong, with applications in new energy power batteries and 3C electronics [4] - The company has completed certifications for its products with major clients like CATL and is expanding its market presence in the 3C sector, particularly for foldable screen applications [4] - Industrial adhesive materials have seen a recovery in demand, with production capacity utilization nearing saturation in 2023 [5] - The company is developing a smart manufacturing base in Neijiang, Sichuan, expected to be completed by mid-2024 [5] - Functional film materials, including OCA and AB adhesive films, are projected to contribute to performance growth in the coming year [5] Group 3: Strategic Development Plans - The company aims to expand its industrial adhesive material capacity to become a supplier of 1 billion square meters [6] - In the power battery adhesive sector, the company has secured multiple certifications, strengthening its market position [6] - Continued efforts will be made to enhance cooperation with major mobile phone and laptop manufacturers in the 3C adhesive market [6] - The company plans to accelerate the application of functional film materials in foldable phones and full lamination fields [6]