超华科技(002288) - 2020年3月2日投资者关系活动记录表

Group 1: Company Overview and Development Plans - The company aims to fully promote the Phase II project of the 8000 tons high-precision electronic copper foil, which is expected to increase production capacity by approximately 8000 tons, bringing total capacity to 20,000 tons [4] - The company plans to expand its customer base from domestic mid-to-high-end clients to international major clients [4] - Increased investment in R&D for high-end, high-frequency, and high-speed copper foil and copper-clad laminates, leveraging partnerships with research institutions [4] Group 2: 5G Market Position and Technological Advancements - The company has been closely tracking downstream market demands and increasing investments in 5G-related products [5] - The "Nano-paper-based high-frequency and high-speed substrate technology" developed in collaboration with universities has passed industry expert evaluations [5] - The company has established a joint research center with Shanghai Jiao Tong University to focus on key process technologies for high-frequency and high-speed copper foil and lithium battery copper foil [5] Group 3: Production Capacity and Operational Status - The company currently focuses on electronic circuit copper foil, with the Phase II project expected to add 8000 tons of capacity, over half of which will be for lithium battery copper foil [6] - As of now, the company's resumption rate after the Spring Festival has reached approximately 90% due to order demands [6] - There is significant potential for domestic substitutes in high-end copper foil and copper-clad laminates as the industry supply chain becomes more localized [6] Group 4: Client Base and Strategic Partnerships - The company's client base includes major domestic PCB and CCL listed companies and top 100 enterprises, establishing itself as a stable supplier [5] - Strategic collaborations with well-known companies such as Jingwang Electronics, Shengyi Technology, and others have been developed to strengthen market presence [5]