国瓷材料(300285) - 2014年10月28日投资者关系活动记录表

Group 1: Production Capacity and Expansion - The current production capacity of the Dongying production base is 300 tons/month, which has reached full production and sales since its launch [1] - The second phase of expansion is underway, aiming for an additional capacity of 500 tons/month, resulting in a total capacity of 800 tons/month upon completion [1] Group 2: Product Development and Applications - The company has developed high-purity ultra-fine alumina, which has been validated by relevant customers and is being industrialized in collaboration with Zibo Xinmeiyu [1] - High-purity ultra-fine alumina is primarily applied in battery separators, LED substrates, and sapphire window screens, with products already covering these areas [1] Group 3: Research and Development - The company has 80 R&D personnel and is working on several projects, including high-purity ultra-fine alumina and nano-composite zirconia [2] - There are currently 4 to 5 additional products in the research phase, which are not yet mature and are undergoing validation [2] Group 4: Market Insights and Financials - The gross margin for ceramic ink is acceptable, but high selling and administrative expenses result in a lower net margin; however, net margin is expected to improve as production scales up [2] - The average price for nano-composite zirconia is around 200,000 [2]