上海新阳(300236) - 2016年5月10日投资者关系活动记录表

Group 1: Industry Barriers - The semiconductor industry has significant barriers, including high technical barriers due to the complex formulation and production processes involved [1] - Talent scarcity is a major issue, particularly for professionals with backgrounds in chemistry, microelectronics, and semiconductors [1] - Market barriers exist as semiconductor companies are cautious in selecting suppliers, requiring rigorous assessments to gain customer approval [1] Group 2: Sales Drivers - The company relies on quality, efficiency, and cost to drive sales of its products, which are primarily chemical formulations [2] - The company has a competitive pricing advantage compared to foreign counterparts, supported by persuasive experimental results and a strong industry reputation [2] - Localized advantages enhance supply and response efficiency to meet customer requirements [2] Group 3: Production Capacity and Performance - Production capacity is not the primary constraint on operational performance; market orders significantly influence performance improvements [2] - The company has flexible production facilities and equipment, allowing for adjustments without facing significant capacity bottlenecks [2] Group 4: Technology Protection - The company emphasizes protecting patents and core formulations through confidentiality agreements with key personnel and various protective measures [2] - Special methods such as segmented cooperation and coding of raw materials are employed to minimize the risk of technology leakage [2] Group 5: Product Performance and Market Position - The company currently has a capacity of approximately 5,000 wafer slicing blades per month, with monthly sales ranging from 2,000 to 3,000 units, showing stable growth [2] - The company's wafer slicing products have local advantages and price competitiveness, although it faces challenges as a late entrant in the market [2] Group 6: Investment Projects - The joint investment in the "wafer-level packaging wet process equipment project" aims to develop manufacturing and refurbishment capabilities, integrating advanced technologies for a comprehensive service platform [3]