永太科技(002326) - 永太科技调研活动信息

Group 1: R&D Investment - The company's R&D investment is primarily allocated to new products, especially formulations, active pharmaceutical ingredients, and CF photoresist materials, aiming to explore new profit growth points and lay a foundation for future development [1] - The R&D efforts also focus on upgrading existing processes to enhance the market competitiveness of the company's products [1] Group 2: Production Capacity and Projects - The annual production capacity of 1,500 tons for CF photoresist has been accepted and completed, with ongoing communication with target customers as capacity is gradually released, which will significantly support the company's performance [1] - The lithium hexafluorophosphate project has completed trial production, with products passing customer verification and initial sales orders established, alongside the development of domestic and international sales channels [2] - The dual-fluoro project is progressing smoothly with equipment installation [2] Group 3: Market Expectations - The market demand for lithium hexafluorophosphate is expected to grow due to the increasing popularity of new energy vehicles and supporting infrastructure, along with the gradual implementation of national policies [2]