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国际复材(301526) - 2024年3月13日投资者关系活动记录表

Company Overview - Established in August 1991, the company is a high-tech enterprise focused on the R&D, production, and sales of fiberglass and its products [2] - The company has a production capacity of 1.21 million tons of fiberglass yarn annually, with over 1 million tons in the Chongqing region, and 200 million meters of fiberglass cloth, ranking among the top three globally [2] - The company operates production bases in multiple countries and regions, leading in clean energy, 5G communication, and energy conservation sectors [2] Shareholder Changes - The controlling shareholder has changed multiple times: - Initially, the Chongqing Fiberglass Factory held a 70% stake [3] - In June 1999, the stake was transferred to Yuntianhua Co., changing the controlling shareholder [3] - In September 2013, Yuntianhua Co. transferred its 92.8048% stake to Yuntianhua Group, making it the current controlling shareholder [3] Wind Power Sector - The company is a leading supplier of fiberglass and fabrics for wind turbine blades, with a significant market share [3] - High-modulus and ultra-high-modulus products are produced in leading quantities globally, with applications in wind turbine blades over 90 meters [3] - Collaborated with Covestro Polymer (China) to develop polyurethane-specific fiberglass for wind turbine blades, setting trends for future developments [3] Engineering Plastics Sector - The company serves major industry leaders like BASF and Jinfa Technology, developing high-performance short-cut fibers and thermoplastic long fibers [3] - These products are widely used in automotive parts and high-end electronics, particularly in aerospace structures and high-end electronic components [3] R&D Platforms - The company has established several innovation platforms, including a National Enterprise Technology Center and a Postdoctoral Research Station [3] - It also has a wind power laboratory certified by CNAS and DNV, among other research and development facilities [3] Photovoltaic Frame Advantages - The company has developed fiberglass-reinforced polyurethane frames for photovoltaic modules, offering benefits such as lightweight, high strength, and resistance to PID (Potential Induced Degradation) [4] - These frames enhance the lifespan of photovoltaic modules and reduce costs for manufacturers [4]