Group 1: Company Overview - The company primarily focuses on microelectronic welding materials, contributing approximately 85% to its revenue, while auxiliary welding materials and others account for around 15% [1][2]. - The company has recently emphasized the semiconductor packaging sector, which currently represents a smaller portion of its overall revenue [2]. Group 2: Industry Barriers - Key barriers in the industry include: - Technical and Process Barriers: The microelectronic welding materials sector is technology-intensive, requiring knowledge across multiple disciplines, and established product formulations take years to develop [2]. - Customer Certification Barriers: The certification process for suppliers is stringent, often taking 1 to 2 years, which creates a high entry threshold for new companies [2]. - Qualification Barriers: Companies must obtain various licenses to produce hazardous chemicals, which can be difficult and time-consuming to acquire [2].
唯特偶(301319) - 2023年11月10日投资者关系活动记录表