鼎龙股份(300054) - 2016年7月19日投资者关系活动记录表

Group 1: Production Capacity and Business Development - The company's current production capacity for color toner is 2,000 tons, with Phase 1 producing 1,500 tons annually and Phase 2 adding 500 tons, which was launched at the end of last year. After the completion of the merger and acquisition, the overall production capacity will reach 2,400 tons annually [1] - The company is continuously improving production management efficiency and scaling production to meet market demand [1] Group 2: Customer Base and Sales Strategy - The main customer type for the company's color toner products is still primarily toner cartridge manufacturers, with efforts to expand into other customer types [2] - The company has its own marketing team with rich experience, directly negotiating cooperation with customer groups [2] Group 3: Merger and Acquisition Insights - The acquisition of Hangzhou Qijie Technology is primarily focused on its R&D capabilities, which are considered competitive within the consumables chip industry [2] - The company is optimistic about the acquired enterprises meeting performance commitments post-merger, as integration efforts are underway to enhance operational models and achieve better synergy [2] Group 4: Project Progress and Market Opportunities - The CMP polishing pad project is a key development project, with the factory completed and final equipment installation and debugging in progress [3] - The CMP project benefits from strong national policy support for domestic alternatives in the integrated circuit industry, creating favorable opportunities for market advancement [3] Group 5: Financial Performance and Future Prospects - Shandong Century Kaiyuan, a company in which the firm has a stake, has shown good growth and scale prior to the investment, with ongoing efforts to refine its business and marketing models [3] - Although the current contribution to profits from the digital printing O2O project is not strong, there is significant potential for future profitability in this business segment [3]