松井股份(688157) - 湖南松井新材料股份有限公司投资者关系活动记录表(2023-014)
SOKANSOKAN(SH:688157)2023-12-04 09:44

Group 1: Company Strategy and Market Positioning - The company is focusing on the "coating, ink, and adhesive" sectors as part of its "three horizontal" strategic layout, aiming to create an integrated platform for functional coating materials [2] - The expansion into high-end consumer electronics and passenger vehicles is driven by the strong innovation and scalability of its products [3] - The company aims to enhance customer loyalty and reduce compatibility risks by providing a comprehensive product system that meets diverse customer needs [2] Group 2: Business Development and Market Trends - The domestic automotive manufacturing sector is increasingly adopting local brands to reduce reliance on imported products, driven by the rapid expansion of the industry and the rise of new energy vehicles [3] - The company is actively developing automotive original paint and repair paint systems, with ongoing projects aligned with development cycles [4] - The establishment of a global marketing network is underway, with technical and marketing service centers set up in various regions, including Beijing, Shanghai, and Vietnam [4] Group 3: Research and Development Advantages - The company has a strong R&D capability, characterized by interactive development opportunities with leading clients, ensuring alignment with market needs [4] - Significant investment in R&D has led to a highly skilled team and advanced equipment, enabling comprehensive simulation of customer product usage scenarios [4] - The company maintains a flexible R&D mechanism, allowing for rapid response to market demands compared to larger foreign competitors [4] Group 4: Product Innovations and Collaborations - The company has made progress in developing insulation coatings for power batteries, with small batch supplies to strategic clients and ongoing discussions with leading new energy battery companies [4] - Innovative marketing strategies include customized services for clients, enhancing collaboration between terminal service departments and mold factory service departments [4] - The company is focused on creating benchmark products and projects to accelerate market penetration and increase brand influence [4]