PhiChem(SZ:300398)2022-12-07 09:44Group 1: Company Overview - The company is Shanghai Feikai Optoelectronic Materials Co., Ltd., with stock code 300398 and abbreviation Feikai Materials [1] - The investor relations activity took place on November 5, 2014, from 15:00 to 16:30 [2] Group 2: Project Development - The photoresist project is currently in the pilot testing stage, with plans for production completion by mid-next year [3] - The plastic coating project has a 4-5 year accumulation of experience, primarily focused on the East China region, with plans to expand into South China [3] Group 3: Market Position and Strategy - The company estimates a market share of approximately 60% in the domestic optical fiber coating market [3] - The company has competitive advantages in pricing and local service compared to imported products [3] Group 4: Production and Capacity - The company is managing production capacity effectively based on market demand, with plans to expand existing capacity using free funds [3] - The production process utilizes both domestic and foreign sourced monomers [5] Group 5: Research and Development - The company employs over 70 R&D personnel, organized by product groups [5] - There is a complete incentive system in place for R&D personnel [7] Group 6: Financial Insights - The cost of optical fiber coating materials accounts for approximately 10% of downstream customer product costs [7] - The company anticipates that projects will take about 2-3 years to reach full production [7]