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康达新材(002669) - 2014年11月28日投资者关系活动记录表
KDXCKDXC(SZ:002669)2022-12-07 09:36

Group 1: Company Overview - Shanghai Kangda Chemical New Materials Co., Ltd. is involved in various sectors including wind power, photovoltaics, and composite packaging [1] - The company has maintained stable growth across its product categories, including epoxy adhesives, polyurethane adhesives, acrylic adhesives, and SBS adhesives [1] Group 2: Product Applications - The main products in the wind power sector include epoxy structural adhesives for wind turbine blades, silicone cutting adhesives, and solvent-free polyurethane laminating adhesives [1] - The company is one of the earliest developers of modified acrylic adhesives, primarily used in speakers, motors, and elevators [2] Group 3: Market Trends and Future Outlook - The wind power business has seen a significant recovery, driven by strong demand for blade manufacturing and sufficient order volumes for structural adhesives [2] - The company anticipates that the pricing for wind and solar energy will converge with market rates, and there may be potential cancellations of feed-in tariffs for these energy sources [2] Group 4: Military Products - The company has developed four proprietary military-grade adhesives prior to its public listing, which have been successfully applied and recognized for their high technical content and added value [2] - The company aims to become a specialized supplier of military adhesives, with all business activities ultimately reflected in its financial statements [2]