Record of Investor Relations Activities on May 15, 2025
Time：2025-05-15 18:00
| Securities Code: 002886 | Securities Abbreviation: Wote Shares |
Record of Investor Relations Activities of Shenzhen Water New Materials Co., Ltd.
Number: April 2025
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Investor Relations Activity Category
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□ Targeted Research □ Analyst Conference □ Media Interview ☑ Earnings Conference □ Press Conference □ Roadshow Event □ On-site visit □ Other |
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Name of Participating Organization |
Online investor |
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Time |
Thursday, May 15, 2025, 3:00 PM–5:00 PM |
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Location |
The company will hold its earnings conference call remotely via the Panorama Network’s Investor Relations Interactive Platform (https://ir.p5w.net). |
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Name of the接待 personnel for the listed company |
Chairman: Wu Xian |
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Overview of the Main Activities in Investor Relations
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Questions Raised by Investors and the Company’s Responses The company responded to the questions raised by investors during this briefing: 1. What are the company’s operating plans and strategic objectives for 2025? Which key areas will be the focus of the company’s future development? Hello! Our company upholds the core value of “Be Yourself, Be Needed,” with the corporate mission of “Shaping a Better Life for Humanity” and the vision of “Becoming a World-Class Provider of Materials Solutions.” We focus on high-tech specialty polymers and engineering polymers, and 2. Which materials are expected to contribute the largest revenue growth for the company going forward, and which downstream industry chains do they serve? Hello! Based on the company’s current business layout and existing customer base, there is significant growth potential in specialty polymer materials, engineering plastic alloys, and modified general-purpose plastics going forward. 3. What is the development outlook for the industry in which the company operates? Hello! The rapid advancement of global technology—driven by the booming development of 5G/6G, the low-altitude economy, robotics, new energy, AI, semiconductors, and other fields—has led to growing market demand for high-performance materials, presenting unprecedented opportunities for the specialty polymer materials industry in which our company operates. Thank you! 4. Have the company’s new material products been applied in exoskeleton robots? Hello! Our company’s products are currently not used in exoskeleton robots. Thank you! 5. How many humanoid robot companies have the company’s materials already been sent to for sample testing? Hello! Our company has provided sample units for testing to numerous suppliers in the collaborative robot, quadruped robot, and humanoid robot supply chains. Thank you! 6. Which leading companies is the company collaborating with in the humanoid robotics sector? What materials does it currently supply, and what are its prospects for the future? Hello! The company’s liquid crystal polymer (LCP) materials, specialty polyphthalamide (PPA) materials, polyether ether ketone (PEEK) materials, and fiber-reinforced composites all have specific application scenarios in the robotics industry. Currently, the company is actively collaborating with downstream customers to conduct various validation tests. Our portfolio of specialty polymer solutions is designed to meet the robotics industry’s diverse requirements, including lightweight design, high-precision integration, and high-speed signal transmission. The continued growth of the robotics sector will undoubtedly drive significant market demand for specialty polymer materials. While we are confident in the performance of our products, it will take time for a new industrial ecosystem—spanning policy support to large-scale adoption—to fully materialize. We kindly advise you to be mindful of investment risks. Thank you! 7. What progress has been made in synthetic biology? Hello! Our company’s bio-based nylon is now in mass production and shipping. Thank you! 8. What are the primary application areas for the company’s carbon fiber materials? Recently, carbon fiber prices have risen—has this impacted the company’s shipment performance? Hello! Our company’s carbon-fiber composites encompass both thermoplastic and thermoset carbon-fiber composites. Application areas include drone rotors, drone airframe structural components, robotic manipulators, new-energy vehicles, and sports equipment, among others. Thank you! 9. What is the current market situation for the company’s LCP products? With the company’s production capacity continuing to expand, could you discuss which industries or product categories are currently exhibiting strong demand for LCP? Hello! In recent years, the company’s LCP applications have continued to expand, with successful deployments in high-tech sectors such as electronics and electrical equipment, 5G communications, consumer electronics, automotive components, new-energy batteries, micro-motors, and AI servers. For instance, in the field of thermal-management materials for AI servers, the company has developed multi-specification LCP air-cooling solutions, establishing the industry’s most comprehensive portfolio of server air-cooling materials. In high-frequency, high-speed communications, the company offers multi-frequency, low-dielectric-constant LCP materials that reduce signal loss to as low as 1.4‰, earning it a position as a supplier to global supply-chain enterprises. In the area of robotic motors, in response to the demands for miniaturization and weight reduction in rotary robot motors, the company has developed a high-flowability LCP material for stator encapsulation, which effectively reduces the encapsulation thickness to just 0.1 millimeter, cuts the weight of the insulation layer by 30%–50%, and increases the stator winding fill factor by 30%–40%. Thank you! 10. Can Chongqing’s newly added 5,000-ton LCP production line now operate at full capacity to produce goods? Hello! With the increase in customer demand, Chongqing’s newly commissioned LCP production line is currently in the capacity ramp-up phase. Thank you! 11. Are the raw materials for the company’s PEEK production manufactured in-house, or are they sourced domestically? Hello! The company procures PEEK raw materials externally and undertakes internal processing, including PEEK resin polymerization, modification, and the fabrication of tubular, plate, and rod-shaped profiles. Thank you! 12. What is the current status of the company’s collaboration with Xiaomi Auto? With the upcoming launch of the YU7, will your company be supplying materials? Hello! Our company’s material grades have already been approved for use in your customer’s supply chain. However, we are currently unable to disclose specific vehicle model details. Thank you! 13. How is the company’s cash collection? Is cash flow tight? Does the company need additional financing? Hello! The company’s fund collection is proceeding normally, and its cash flow position remains strong. At present, the company has no plans for equity financing; should such a plan be pursued in the future, the company will strictly comply with applicable laws and regulations and promptly fulfill its corresponding information disclosure obligations. Thank you! 14. Could you please provide an update on the company’s talent and technology pipeline? If there is a risk of R&D teams in the same industry being poached, what risk-mitigation measures are in place? Hello! In response to product and market demands, our company has built an internationally oriented, highly professional, and diversified talent pool. We remain committed to strengthening our institutional framework to enhance our talent competitiveness. Internally, we are expanding and refining our existing training programs and optimizing our human resources policies, ensuring that every employee has a tailored career development plan to foster mutual growth between individuals and the organization. At the same time, we are further improving our compensation and performance appraisal systems to lay a solid foundation for the long-term development of both our talent and the company. Externally, we are deepening our partnerships with universities and public employment platforms, actively recruiting top talent in management, R&D, marketing, finance, and other key areas to continuously strengthen our internal talent pipeline. Thank you! 15. When exactly will the company’s newly added production capacity be officially commissioned? Why has the situation remained one of waiting for approval documents all along? Good day! The company has fully cooperated in the preparation and submission of the relevant acceptance documents and other related tasks, and has also actively communicated with the competent authorities regarding internal progress. The company will comply with all applicable requirements and fulfill the relevant information disclosure procedures. Thank you! 16. Does the company have the capability to produce all the high-end plastic raw materials required by global high-tech enterprises? Hello! The Company has provided an overview of its existing specialty polymer materials in the Annual Report; please refer to the relevant section. Currently, the Company does not manufacture polyimide among its specialty polymer materials. Thank you! 17. Does the current stock price reflect the company’s value? Good afternoon! The company adheres to a platform-based strategy for specialty polymer materials, fully leveraging its end-to-end industrial footprint—ranging from upstream specialty polymer synthesis and midstream material modification to downstream finished-product manufacturing—to continuously strengthen its corporate capabilities and market competitiveness. Moving forward, the company will further enhance its efforts in corporate governance, information disclosure, investor relations management, and shareholder return mechanisms, thereby jointly elevating both corporate value and shareholder value. Thank you! 18. Does your company place emphasis on corporate market capitalization management? Hello! The company regards strengthening its internal capabilities and ensuring compliant corporate operations as the core of its market-capitalization management. At the same time, the company actively engages in communication with a broad base of investors. In addition to regularly organizing investor meetings, it has established a dedicated investor hotline and an investor email address, with designated personnel assigned to answer calls and handle related emails. Thank you! 19. Could you please tell us whether the company has any new M&A plans in the semiconductor materials sector? Hello! The Company has entered the globally renowned semiconductor supply chain ecosystem through the acquisition of Watergate Holdings. The Company is continuously identifying, researching, evaluating, and securing high-quality M&A opportunities, and will, in the future, strictly comply with applicable laws and regulations in fulfilling its information disclosure obligations should suitable M&A targets arise. Thank you! |
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List of Attachments (if any) |
None |
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Date |
May 15, 2025 |
Headquarters business contact
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