DDN(SZ:002263)2022-12-07 00:08Group 1: Market Performance and Challenges - The demand for traditional capacitor films has declined, particularly in the home appliance market, while the demand for high-voltage power applications remains strong [1] - The decline in performance is attributed to two main reasons: slow domestic market recovery and overproduction in the film industry, leading to decreased profitability [1] - The company is undergoing a transition period, with existing projects not meeting expected capacity and efficiency [2] Group 2: Product Development and Future Prospects - The company has introduced two production lines for optical films, with one line already in trial production since May 31, 2016, and the other currently being installed [2] - The lithium battery separator project, with an annual production capacity of 60 million square meters, has two production lines operational, and products are entering the market [2] - Profit forecasts remain uncertain due to market volatility, with specific predictions to be provided in regular company reports [2] Group 3: Competitive Advantages and Strategic Shifts - The company is leveraging its experience in traditional film production to transition into high-tech fields such as new energy and new materials [2] - Collaboration with educational institutions and research organizations is being strengthened to enhance R&D in functional membrane materials [3] - The acquisition of YouTang Network aims to diversify operations and explore new profit growth points, with expectations for profit increases in the second half of the year [3]