Zhejiang Jiemei Electronic And Technology (SZ:002859)2023-09-25 10:18Group 1: Company Overview and Activities - Zhejiang Jiemai Electronic Technology Co., Ltd. held an investor relations activity on September 25, 2023, via an online platform [1] - The meeting included participation from the Chairman, General Manager, and other key executives [1] Group 2: Raw Material Prices and Market Position - The price of raw material pulp slightly increased in the third quarter of 2023 [2] - The company holds over 60% market share in paper carrier tape and is expanding production capacity [3] Group 3: Product Development and Production Capacity - The company plans to add 28,800 tons of annual production capacity for electronic special paper in Q4 2023 [3] - The BOPET film production line is expected to reach a total capacity of 38,000 tons per year after the second phase project is completed [4] Group 4: Financial Performance and Investor Relations - The company aims to maintain stable growth in existing products while accelerating the launch of new products to enhance investor returns [5] - The third quarter performance is projected to improve compared to previous periods [4] Group 5: Market Trends and Challenges - The trend of domestic MLCC manufacturers moving from low-end to high-end products is confirmed [5] - Potential adverse factors affecting company development include trade frictions and industry fluctuations [5]