Shenzhen Tongyi Industry (SZ:300538)2022-11-21 15:46Group 1: Company Overview - Shenzhen Tongyi Industrial Co., Ltd. has over 20 years of experience in the industry, focusing on high-end chemical materials and electronic materials [2] - The company provides integrated solutions for material applications, addressing various technical challenges [3] Group 2: Product Applications - The board and rod materials are widely used in automation equipment, semiconductors, high-speed rail, drones, medical devices, military equipment, aerospace, photovoltaic, bridge construction, aquaculture, and wastewater treatment [2] - The production technology challenges include matching different raw materials, formulations, equipment, screws, molds, and processes according to customer needs [3] Group 3: Market Position and Competition - The board and rod industry has over 70 years of history abroad, while it has only developed for about ten years in China, primarily involving small and medium-sized enterprises [3] - There is a growing demand for domestic alternatives in industries such as petroleum, rail transportation, medical, high-end manufacturing, and industrial modeling [3] - The company has received orders from major clients like CRRC, BYD, and DJI, and aims to expand market share with new production bases in Xinfeng and Dongtai [3] Group 4: E-commerce Platform - Tongyi Cloud Business is the company's e-commerce platform, focusing on procurement, collective purchasing, and supply chain services for engineering plastics and industrial materials [3] - The platform aims to reduce transaction costs and provide credit support for small and medium-sized customers through partnerships with financial institutions [3] - The platform was launched in the first half of 2021 and is expected to experience rapid growth in the coming year [4] Group 5: Investor Communication - The company ensures that information disclosure is truthful, accurate, complete, timely, and fair, adhering to its information disclosure management system [4]