Group 1: Company Overview - Hangzhou Heshun Technology Co., Ltd. was established in 2003 and focuses on differentiated, functional biaxially oriented polyester (BOPET) films [1] - The company integrates R&D, production, and sales of polyester films, producing various specifications and models based on customer needs [2] Group 2: Product Focus and Future Plans - Main products include colored optoelectronic base films, other functional films, and transparent films [2] - The company aims to expand its product range to include window films, solar backsheet films, flame-retardant films, and specialized films for battery cells [2] Group 3: Market Demand and Challenges - The demand for colored optoelectronic base films is expected to grow due to the rise of smart electronic products, including wearable devices and smart homes [2] - The company is prepared to manage raw material price fluctuations, which have been affected by international oil price changes [2] Group 4: Production Capacity and Market Impact - The new production capacity will not significantly impact the BOPET film market, as the downstream demand is in the millions of tons, and the company's new capacity is relatively small [2] - The company has conducted thorough market research to ensure that the new capacity can be smoothly absorbed by the market [2] Group 5: Optical Film Market Opportunities - There is a strong demand for domestic substitutes in the optical film market, which has historically relied on imports [2] - The company is actively positioning itself in the optical film market, focusing on ITO conductive films, OCA release films, PET films for polarizers, and backlight module films [2]
和顺科技(301237) - 2022年9月21日和顺科技投资者关系活动记录表