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美瑞新材(300848) - 2021年9月15日投资者关系活动记录表
MiracllMiracll(SZ:300848)2022-11-21 16:06

Group 1: Financial Performance - The company's gross profit margin decreased in the first half of the year, while revenue increased significantly due to the rapid rise in raw material prices affecting profit margins [2] - Despite the challenges, the company achieved growth in both sales volume and operating income [2] Group 2: Product Strategy - The company employs a differentiated competition strategy, focusing on collaborative R&D with downstream customers to meet their customized needs [3] - A product formulation platform has been established to quickly respond to market demands and provide differentiated product designs [3] Group 3: R&D and Innovation - The company emphasizes technological innovation, with a dedicated R&D center focused on new products, processes, and applications driven by market demand [3] - The R&D activities are influenced by both market trends and customer demands for personalized and diverse products [3] Group 4: Market Trends - The growth of TPU (Thermoplastic Polyurethane) is driven by the replacement of traditional materials and increasing demand for high-quality, high-performance, and environmentally friendly materials [4] - Emerging market demands are continuously expanding the application fields and scenarios for TPU products, creating new market opportunities [4] Group 5: Talent Management - The company values the motivation of key talents and is continuously improving its incentive and constraint system, considering stock incentives based on business development needs [4]