Production Capacity and Investment - The company is constructing a new production facility with an annual capacity of 20,000 tons of ultra-fine silica aerogel, expected to be operational by Q4 2023 [2] - New production capacity will be flexibly allocated based on market demand for various products, including dispersants, adsorbents, opening agents, and anti-rust pigments [3] Product Development and Market Position - The company focuses on high-end applications of nano-silica, establishing a strong technical barrier that requires significant investment and years of technical accumulation for competitors to enter the market [3] - The company is the only domestic manufacturer of silica-based opening agents, currently in the early stages of market promotion and import substitution [4][5] Market Trends and Demand Recovery - The company observed a stable recovery in traditional products like dispersants and adsorbents, while anti-rust pigments and opening agents are in the early stages of market expansion [4] - In Q1 2023, the company noted a positive outlook for market recovery based on order volume [3] Financial Performance and Shareholder Returns - In 2022, the company distributed cash dividends of RMB 3.00 per 10 shares, with a total share capital of 108,472,091 shares [5] - The company achieved overseas revenue of RMB 71.41 million in 2022, a 143.92% increase compared to the previous year, with clients in over 50 countries [5] Future Projects and Strategic Focus - The company plans to build a second phase project in Ma'anshan focused on catalyst carriers, recognizing the significant market potential and current reliance on imported products [6]
凌玮科技(301373) - 2023年4月18日投资者关系活动记录表