Sales Performance - The company's overseas sales revenue accounted for 17.80% of total revenue in 2022, up from 7.15% in 2021, representing a growth of 10.65% [2] Market Potential - The silica industry in China is experiencing stable growth, with increasing downstream demand and a broad market capacity for future development [3] - The company has significant growth potential compared to foreign giants, with room for expansion in product variety and overall sales scale [3] - There is a pressing need for domestic high-performance materials due to insufficient domestic production capacity and reliance on imports, particularly in the high-end silica market [3] Technology and Product Development - The company is focusing on high-value-added products, including nanometer silica, which is widely used in various industries such as coatings, plastics, and electronics [4] - The company has patented technologies for catalysts and drug carriers, and is actively exploring higher technology applications for silica [4] - The gel method for silica production results in smaller particle sizes and higher stability compared to the precipitation method, although it is less suitable for large-scale production [3] Production Capacity and Utilization - The production capacity utilization rates for nanometer silica and alumina were 129.47% and 124.79% respectively in 2022 [6] - The company is actively promoting the construction of projects to expand production capacity, including a project for an annual output of 20,000 tons of ultra-fine silica aerogel [6] Investor Relations and Market Confidence - The company emphasizes compliance with information disclosure regulations and has no undisclosed significant information [6] - The management is committed to enhancing operational management, product innovation, and market expansion to improve overall competitiveness and profitability [8] - The company acknowledges the impact of market fluctuations on stock prices and is focused on long-term, sustainable growth [8]
凌玮科技(301373) - 2023年4月24日投资者关系活动记录表