壹石通(688733) - 壹石通投资者关系活动记录表

Group 1: Company Overview and Product Development - Anhui Yishitong Material Technology Co., Ltd. focuses on advanced packaging materials, specifically Low-α spherical alumina for chip packaging [2] - The company has established production capabilities for Low-α high-purity silica and is currently in the debugging phase for a project with an annual output of 200 tons of Low-α spherical alumina [3] - The market demand for Low-α spherical alumina is estimated at approximately 1,000 tons per year, with applications in HBM packaging and traditional GPU/CPU EMC packaging [4] Group 2: Product Specifications and Market Requirements - Different clients have varying requirements for Low-α spherical alumina based on application scenarios and thermal management needs, including specifications for α-ray content, thermal conductivity, sphericity, filling rate, and particle size [3] - The filling ratio of Low-α series products in main EMC or GMC materials is approximately 80%-90% by weight [5] Group 3: Financial Outlook and Profitability - The gross and net profit margins for Low-α spherical alumina are expected to be significantly higher than the company's existing main products, indicating strong profitability potential [4] - The company aims to digest the 200 tons of production capacity over the next two years [4] Group 4: Market Trends and Future Projections - The domestic market for Low-α spherical alumina is still developing, with demand primarily concentrated in Japan and South Korea [5] - The company anticipates growth in the shipment volume of its products next year, alongside efforts to optimize customer structure and expand application fields [6]