Aerospace CH UAV (SZ:002389)2022-12-08 08:28Group 1: Market Impact and Material Costs - The decline in oil prices affects the company's raw material costs, particularly impacting PET more than PP, which shows less volatility [2] - The company has seen an increase in gross margin for solar cell backsheet films due to a decrease in raw material prices during Q2 and Q3 [3] Group 2: Production and Capacity - The company has a production capacity for 20,000 tons of optical base films, with some equipment already in place and expected to start trial runs in Q2 of the following year [3] - The lithium battery separator production line has a capacity of 15 million square meters, currently in small batch production with a yield rate of approximately 30% [4] Group 3: Client Relationships and Market Position - The company supplies solar cell backsheet films to major domestic and international clients, including Zhonglai [3] - The collaboration with LG Electronics is attributed to the strong brand recognition and technical capabilities of the subsidiary Dongxu Cheng [3] Group 4: Future Projects and Contributions - Upcoming projects expected to contribute to performance include the optical film coating project and a 5,000-ton polyester capacitor film project, both set to start production in Q2 of the following year [4] - The company is also exploring investments in the graphene industry, which aligns with its strategic focus on high-end films and new material development [4]