Record of Investor Relations Activities on September 8, 2025
Time：2025-09-08 14:00
| Securities Code: 002886 | Security Abbreviation: Wote Shares |
Record of Investor Relations Activities of Shenzhen Water New Materials Co., Ltd.
Number: June 2025
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Investor Relations Activity Category
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□ Targeted Research □ Analyst Conference □ Media Interview □ Earnings Conference Call □ Press Conference ☑ Roadshow Event □ On-site visit □ Other |
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Name of Participating Organization |
CITIC Securities, CICC, Changjiang Securities, GTJA Securities, GF Securities, Huatai Securities, SW China Securities, China Merchants Securities, Minsheng Securities, Huafu Securities, Shanxi Securities, Guoxin Securities, Northeast Securities, Zhongtai Securities, Western Securities, Debang Securities, Zhejiang Commercial Securities, Huajin Securities, Founder Securities, Everbright Securities, China Galaxy Securities, Aijian Securities, BlackRock Fund, Xingzheng Global Fund, Penghua Fund, Jianxin Fund, Kunlun Health Insurance, Zhangjiagang Gaozhu Fund, Detai Holdings, Beijing Oak Asset, Shanghai Tuling Asset, Xuanbo Investment, Qingli Investment, Gengji Investment, Hangzhou Chengfeng Investment, Hongdao Investment, Shenzhen Qianhai Huashan Investment, Shanghai Zhangjiang Investment, Shanghai He’ou Investment, Hongshang Asset, Shenzhen Guoying Capital, Shenzhen Chuangfu Zhaoye, Xuanjiao (Shanghai), Hangzhou Zhongcai Jingtong, Liyuan Group, Absen, China Chamber of Commerce for Import and Export of Machinery and Electronic Products, China Rare Earth Group |
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Time |
Monday, September 8, 2025, 9:00–10:00 |
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Location |
Online conference call |
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Name of the接待 personnel for the listed company |
Secretary of the Board and Deputy General Manager: Zhang Liang |
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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 roadshow: 1. Please provide an overview of the background to this acquisition. Dear Sir/Madam, the counterparty in this transaction is Walka Co., Ltd. (stock code: 7995 on the Tokyo Stock Exchange’s Prime Market), which was established in January 1927 and is headquartered in Tokyo, Japan, with a registered capital of JPY 13.957 billion. The company provides design, manufacturing, processing, and sales services for a wide range of material products, including fluorine-based materials and high-performance rubbers, serving industries such as semiconductors, automotive, industrial machinery, chemical equipment, telecommunications equipment, and aerospace. The subject of this transaction, Walka Sealing Products (Shanghai) Co., Ltd. (hereinafter referred to as the “Sealing Company”), serves as the original shareholder, Walka Corporation’s, global core manufacturing hub for sealing components. Over the years, it has provided comprehensive services to renowned global customers in advanced manufacturing sectors such as semiconductors and nuclear energy, thereby establishing a strong market reputation. From 2022 to 2024, the Company progressively acquired Shanghai Wotech Hua Ben Semiconductor Technology Co., Ltd. (hereinafter referred to as “Wotech Hua Ben”), which is Walka Co., Ltd.’s sole global production base for fluoropolymer materials and processed products. Through this acquisition, the Company has established a strong cooperative relationship with Walka Co., Ltd., successfully entered the global semiconductor supply chain, and contributed to the localization of high-end domestic semiconductor equipment. Thank you! 2. Please explain the purpose of acquiring the sealing components company. Hello! Through the acquisition of a sealing components company and the phased acquisition, from 2022 to 2024, of Watermark Holdings, a wholly owned subsidiary of Walka Co., Ltd., the Company will establish a comprehensive semiconductor component solution covering cleaning equipment, storage tanks, and more. Both the high-end application segments for fluorine-based materials and sealing components involve applications of polyether ether ketone (PEEK) materials; this transaction will help advance the realization of value across the Company’s existing end-to-end PEEK material value chain—encompassing polymerization, modification, and finished-product manufacturing. In addition, the sealing components company owns approximately 38,000 square meters of land in Shanghai’s Songjiang District, where it has constructed about 20,000 square meters of Class 1,000 and Class 10,000 cleanrooms as well as R&D and office facilities. These facilities are fully capable of meeting the company’s operational needs, addressing the challenges of full-capacity operation on its semiconductor production lines and insufficient space for new equipment installation, and thereby reinforcing the company’s position as a strategic supplier. The company will also leverage Shanghai’s talent pool to attract top talent, optimize its team structure, and accelerate the commercialization of its product and technology pipeline. Moreover, the Class 1,000 and Class 10,000 cleanrooms will lay a solid foundation for the company to carry out technological upgrades and iterative development of related products. Thank you! 3. Please outline the post-acquisition operational plans for the seal components company. Hello! The sealing components company will continue to play its role in the supply chain previously managed by the Japanese shareholders, while leveraging advanced technologies and high-quality products in close collaboration with Waters Corporation to help enhance the domestic semiconductor, nuclear energy, and other advanced manufacturing industries’ capability for end-to-end self-reliance and controllability. Thank you! 4. What progress has the company made in the robotics field? Hello! In response to the industry’s demand for miniaturization and weight reduction in robotic rotary motors, our company has developed a high-flow motor stator encapsulation material that effectively reduces the encapsulation thickness to 0.1 mm, cuts the weight of the insulation layer by 30%–50%, and increases the stator winding fill factor by 30%–40%. These products have already been recognized by customers across the robotics value chains in China and the United States. To meet the diverse needs of robotic customers for lightweight design, high precision, and high efficiency, we have formulated multiple material solutions tailored to their requirements and have now begun small-batch deliveries to select robot manufacturers. As end-market demand continues to unfold, the application of our materials in the robotics sector is poised to unlock significantly broader market opportunities. Thank you! |
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List of Attachments (if any) |
None |
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Date |
September 8, 2025 |
Headquarters business contact
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