Group 1: Company Overview - Hangzhou Heshun Technology Co., Ltd. was established in 2003, focusing on the R&D, production, and sales of differentiated, functional biaxially oriented polyester films [1] - The company produces various specifications and models of polyester film products, including colored optical base films, transparent films, and other functional films [1] - The core business philosophy is centered on "differentiation and functionality," with plans to expand product series and application fields, particularly in colored optical base films and other functional films [1] Group 2: Market Insights - The optical base film market is a critical strategic material in the optoelectronic industry, with approximately 300,000 tons imported annually due to high performance requirements [2] - Domestic companies are beginning to enter the optical base film market, driven by policy support, enhancing market competitiveness [2] - The company aims to capitalize on the "domestic substitution" market opportunity by actively developing optical base films [2] Group 3: Product Strategy - The company adopts a differentiated and functional product strategy, allowing for personalized product development based on diverse customer needs and application scenarios [2] - The production model is characterized by small batch and multiple varieties, enabling quick and flexible production line adjustments [2] - Transparent films are widely used in electronic labels, white goods panels, waterproof materials, daily chemicals, and insulation materials, differing in raw material formulations from colored optical base films [2] Group 4: Production and Supply Chain Challenges - The long ordering cycle for production line equipment poses challenges for the company's capacity expansion [2] - The company is actively communicating with equipment manufacturers to address these challenges, with necessary equipment expected to be delivered and installed in 2023 [2] Group 5: Industry Trends - The decline in consumer electronics development may impact the company; however, applications in smart home devices, wearable technology, and smart vehicles are expected to grow [3] - The trend towards intelligent development indicates a broad future application scope for colored optical base films [3]
和顺科技(301237) - 2022年6月28日和顺科技投资者关系活动记录表1