Group 1: Company Strategy and Market Position - The company has over ten years of industry experience and has developed its strategy based on in-depth understanding of both domestic and international competitors [2] - The development strategy follows a "scale first, differentiation later" approach, establishing a product production structure in phases [3] - Polyester film is identified as a key product with significant market potential and long-term feasibility for expansion [3] Group 2: Smart Window Film Market - Smart window film is a key energy-saving material that automatically regulates solar energy based on natural temperature changes [2] - The market demand for window film is steadily increasing, with significant potential for growth [4] - The high-end market in China still heavily relies on imports, prompting the company to intensify its development efforts in this area [4] Group 3: Technical Collaborations - The company has accumulated substantial production experience in polyester film but collaborates with advanced equipment manufacturers from Europe and the US, as well as specialized research institutions from Japan and South Korea [4] - Agreements have been signed with partners regarding equipment procurement, commissioning, and the development of downstream optical film applications [4]
双星新材(002585) - 2016年7月7日投资者关系活动记录表