GUIBAO TECH(SZ:300019)2022-12-08 09:20Group 1: Company Overview and Market Position - Chengdu Silicon Treasure Technology Co., Ltd. is positioned in the organic silicon industry, focusing on the adhesive sector and planning for industry integration and transformation [2] - The company's main profit source currently comes from construction adhesives, with plans to expand into industrial and consumer adhesive markets [2] Group 2: Product Development and Future Plans - The industrial adhesive sector is identified as a key growth area, targeting applications in power corrosion protection, automotive, new energy, and electronic fields [2] - The company aims to gradually increase the sales proportion of industrial adhesive products and explore new application areas such as rail transportation and wastewater treatment [2] Group 3: Automotive Adhesive Market - The automotive adhesive market presents significant growth potential, with the company already supplying products to domestic and joint venture brands [3] - Future plans include internationalizing automotive adhesive products, particularly for car lights, indicating a large growth opportunity [3] Group 4: Production Capacity Expansion - The company is set to complete a 50,000 tons/year silicone sealant project by the end of the year, which will increase total capacity to 80,000 tons/year [3] - Current production capacity is nearing saturation, and the new capacity will be released gradually based on market demand [3]