Aerospace CH UAV (SZ:002389)2022-12-08 02:58Group 1: Sales and Production Capacity - The company is currently experiencing a supply-demand imbalance for its backing films, with prices fluctuating based on raw material costs [2] - The existing production line for new energy ultra-high voltage will increase capacity by 3,000 to 4,000 tons [2] - The production of ultra-thin high-temperature resistant metallized films for capacitors is fully operational since June 2011, maintaining full production status [2] Group 2: Product Differentiation and Applications - The polyester film for capacitors is primarily used in DC applications, while polypropylene films target the same customer base [3] - The optical film project consists of a self-owned annual production capacity of 20,000 tons and a project from the subsidiary Dongxu Cheng, which has begun small-scale supply [3] - The base film project equipment is still in debugging, with trial production expected in September [3] Group 3: Future Development and Market Potential - The company expresses confidence in future development, with ongoing projects gradually increasing production capacity [4] - Key business highlights for the future include contributions from optical base films, backing films, lithium battery separators, polyester capacitor films, and Dongxu Cheng's optical film project [4] - The heavy ion microporous film project has begun small-scale sales, primarily applied in medical devices for precise filtration and cancer cell detection [4]