KDXC(SZ:002669)2022-12-06 23:02Group 1: Company Strategy and Development - The company is committed to a dual-driven development strategy focusing on "new materials + military technology" [1] - The new materials segment aims to expand adhesive product applications in cutting-edge fields such as renewable energy and consumer electronics [1] - The military technology segment focuses on integrating existing military assets and enhancing innovation through collaboration [3] Group 2: Market Position and Competitiveness - The company holds over 65% market share in the wind turbine blade structural adhesive market [2] - Advanced production technology and customer service are key competitive advantages in maintaining market leadership [2] - The decline in raw material prices, particularly epoxy resin, positively impacts the profit margins of the adhesive business segment [2] Group 3: Product Development and R&D - The company is developing ITO target materials in collaboration with Tsinghua University to break foreign technology monopolies [3] - Research on butyl materials focuses on applications in wind energy, photovoltaics, and waterproofing, with significant advancements in product quality and cost-effectiveness [4] - The company has accumulated extensive experience in the lamination processes of butyl sealing materials for various types of solar cells [4]