SINO-HIGH(301076)2023-05-19 09:11Group 1: Company Overview - Jiangsu Xinhang New Materials Co., Ltd. is listed under stock code 301076 [1] - The investor relations activity took place on May 18, 2023, from 10:00 to 11:00 [2] Group 2: Market and Product Insights - Major domestic and international PEEK manufacturers include Victrex, Solvay, Evonik, and others, with significant production capacities [3] - The demand for DFBP is expected to increase due to the expansion of PEEK applications and production capacities [3] Group 3: Product Quality and Pricing - DFBP quality directly impacts PEEK performance, affecting downstream applications [3] - Product price fluctuations are influenced by raw material costs and market competition, with gross margins affected by supply-demand dynamics and pricing strategies [3] Group 4: Production Capacity and Utilization - New production lines for DFBP are currently undergoing trial production, with customer validation in progress [3] - The company has three production lines in its fundraising projects, allowing for flexible product switching with minimal downtime [4] Group 5: Market Potential and Future Developments - The market for HAP products is expanding, primarily in high-end skincare products, with plans for further customer engagement post-capacity expansion [4] - The company aims to leverage its technology for future expansions in engineering plastics, cosmetics, and photoinitiators [4]