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飞凯材料(300398) - 2015年9月16日投资者关系活动记录表
PhiChemPhiChem(SZ:300398)2022-12-08 03:01

Group 1: Product Development and Market Position - The company expects to conduct trial production of photoresist by the end of 2015, with current prices around 50,000 yuan/ton, potentially decreasing in the future [3] - The company estimates its domestic market share for fiber coating materials to be approximately 60% [3] - The company anticipates an increase in sales of UV-cured fiber optic cable coating materials due to national broadband investments [3] Group 2: Financial Performance - Overseas revenue accounted for about 15% of total revenue in the first half of 2015 [4] - The increase in gross profit in the first half of 2015 is attributed to a decrease in raw material procurement prices [4] - The price of the company's fiber coating products is about 10% lower than that of foreign suppliers [4] Group 3: Future Plans and Market Expansion - The company plans to focus on electronic chemicals as a key development product to enrich its product line [6] - The company aims to expand its market presence in South China for plastic coatings, responding to market demand with additional products [6] - The company is exploring mergers and acquisitions primarily in the new materials sector to create synergies with existing operations [7]