DDN(SZ:002263)2022-12-07 08:21Industry Overview - The traditional plastic film packaging industry is facing overcapacity and declining profit margins, prompting the company to enhance management, reduce production costs, and improve product quality [1] - The company has established a stable market share and good reputation in the traditional plastic film sector prior to its transformation and acquisition of YouTang Network [1] New Product Development - The company has launched three major projects: lithium battery separators, optical films, and high-temperature ultra-thin capacitor films [2] - The lithium battery separator project is in the trial production phase, with expected operational readiness by June 30, 2015, and an annual production capacity of 50,000 tons [2] - The optical film project includes two production lines, with one line expected to begin trial production by October 31, 2015, and the other by June 30, 2016, with an annual capacity of 8,000 tons [2] - The high-temperature ultra-thin capacitor film project has one line already in operation since March 2014, while the second line is in trial production [3] Battery Project Progress - The company is extending its lithium battery ion membrane business into downstream applications, with 3C lithium batteries entering small-scale supply [3] - The development of the more demanding power battery project is still in the R&D and testing phase [3] YouTang Network Operations - The game "The Great Master" launched in mainland China at the end of 2014, with operational data exceeding expectations [3] - The game has also launched in Taiwan, South Korea, Singapore, and Malaysia in 2015, with performance meeting forecasts [3] - Future product launches include several titles currently in development, with potential changes during the implementation process [3] Future Development Strategy - The company aims to differentiate traditional products in a highly competitive market while maintaining its core business [4] - The strategy includes focusing on new energy materials as a key pillar, leveraging cultural gaming to drive growth, and seeking new economic and profit growth points [4]