菲沃泰(688371) - 投资者关系活动记录表（2023年11月3日）

Group 1: Financial Performance - The company's revenue in Q3 2023 increased by approximately 50% compared to the previous quarter [3] - The overall gross profit margin has declined due to reduced shipment volumes from downstream customers, leading to higher fixed costs per unit [3] Group 2: Cost Management and Technology - The company focuses on comprehensive cost considerations, emphasizing that their protective solutions can lower overall costs for clients [3] - PECVD technology offers cost advantages over traditional Parylene technology, making it a preferred choice for international tech giants [3] - The trend in electronic products is to use nano-coating for enhanced protection while reducing costs [3] Group 3: Market Applications and Future Strategies - The company is exploring applications for its wear-resistant hard coatings in areas such as automotive headlight covers and foldable phone screens [3] - Future strategies will focus on the semiconductor sector, with ongoing attention to market size, R&D progress, and customer needs [3] - The company has established a venture capital fund targeting opportunities in the semiconductor, new energy, and new materials industries [3] Group 4: Investor Relations and Compliance - The company ensured thorough communication with investors during the meeting, adhering to information disclosure regulations to maintain transparency [4] - No significant undisclosed information was leaked during the investor relations activity [4]