长阳科技(688299) - 2024年4月9日投资者关系活动记录表

Group 1: Company Overview and Business Operations - Ningbo Changyang Technology Co., Ltd. introduced its business and key operational performance for 2023 [5] - The company focuses on enhancing the performance and reducing manufacturing costs of reflective films, leading to a 2.76 percentage point increase in gross margin for reflective films in 2023 [5] - The optical base film's gross margin improved due to better product quality and an expanded customer base [5] Group 2: Product Development and Market Position - The company has established stable supply for Mini LED reflective films to major clients such as Samsung, LG, and TCL [6] - Mini LED backlight television shipments are expected to reach 6.21 million units in 2024, a year-on-year increase of 53.5%, with a projected CAGR of 56.7% from 2023 to 2027 [6] - The investment amount for the lithium battery separator project is set at 145.08 million yuan, primarily due to the procurement of domestic production equipment [6] Group 3: Future Prospects and Innovations - The company is developing polyimide films (CPI films) to break the long-standing monopoly of foreign companies in transparent CPI materials [6] - The existing separator capacity includes 560 million square meters planned for the Hefei base and 400 million square meters for the Zhoushan base, with ongoing production and testing [6]