Record of Investor Relations Activities on October 31, 2025
Time：2025-10-31 14:00
| Securities Code: 002886 | Security Abbreviation: Wote Shares |
Record of Investor Relations Activities of Shenzhen Water New Materials Co., Ltd.
Number: July 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 |
Yangtze Securities, Great Wall Securities, Debang Securities, Northeast Securities, East Money Securities, Founder Securities, Everbright Securities, GF Securities, Guohai Securities, Guojin Securities, Guoxin Securities, GT Haotong Securities, Guolian Minsheng Securities, SDIC Securities, Huatai Securities, Huachuang Securities, Hua’an Securities, Huafu Securities, Huaxi Securities, Huajin Securities, Huaxin Securities, Jianghai Securities, Open Source Securities, Minsheng Securities, SW China Securities, Pacific Securities, Tianfeng Securities, Western Securities, Yongxing Securities, China Merchants Securities, Zhejiang Securities, China Galaxy Securities, CITIC Securities, CICC, CITIC Securities Investment, China Post Securities, Zhongtai Securities, Aijian Securities, Boda Fund, Harmony Health Insurance, Tuling Asset Management, Rongshan Asset Management, He’ou Investment, Jiangsu High-Tech Investment, Chengfeng Investment, Baozhen Investment, Yihu Investment, Shangcheng Asset Management, Detai Holdings, Liyuan Group, Shenzhen Hongding, Wentian Private Equity, Yuanshin Private Equity. |
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Time |
Friday, October 31, 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 company’s operating performance for the first three quarters of 2025. Good day! In the first three quarters of 2025, the Company steadfastly advanced its platform-based strategy for specialty polymer materials, achieving a 10% year-on-year increase in revenue, a 20% year-on-year rise in net profit attributable to shareholders of the listed company, a 25% year-on-year growth in net profit attributable to shareholders of the listed company after deducting non-recurring items, and a 15% year-on-year increase in operating cash flow. Notably, the pace of improvement in the Company’s profitability significantly outpaced the growth in revenue. All key financial metrics demonstrated robust growth, fully underscoring the operational resilience driven by the Company’s deep cultivation in the specialty materials sector and the effective implementation of its platform-based strategy. The steady enhancement in operational quality was primarily attributable to the continued scale-up of the specialty polymer materials business, coupled with significant improvements in product mix and customer base. ① Optimization of the product mix: In the first three quarters, specialty materials accounted for more than 50% of operating revenue, with the third quarter reaching a record high. Benefiting from the growth in specialty-materials revenue, the company’s overall operating revenue has maintained strong growth. The shift in the product mix toward higher-value-added segments has steadily boosted the company’s gross margin, demonstrating the effectiveness of its strategy to concentrate resources on high-margin products. ② Optimization of the customer structure: Shanghai Waterhua Ben Semiconductor Technology Co., Ltd. has successfully expanded its customer base to include leading domestic semiconductor equipment manufacturers, thereby establishing a dual-drive model spanning both domestic and international markets. Meanwhile, with the establishment of Waterka Sealing Products (Shanghai) Co., Ltd. (hereinafter referred to as “Sealing” 2. In the first three quarters of 2025, the company recorded double-digit growth in both revenue and profit. Which industries and application scenarios were the primary focus? Good afternoon! During the reporting period, the Company focused on high-growth sectors such as electronics and electrical equipment, new energy, the low-altitude economy, semiconductors, and robotics, while continuously increasing R&D investment and market expansion efforts. In the first three quarters of 2025, R&D expenses increased by 16% year on year, accounting for more than 6% of operating revenue—a relatively high level. The R&D strategy is closely aligned with downstream application scenarios, with a particular emphasis on developing high-end applications of lightweight, wear-resistant, high-temperature-resistant, highly insulating, and low-dielectric-loss materials. Thank you! 3. What new developments has the company achieved in its business expansion efforts recently? Hello! With the successful commissioning this year of the new LCP resin capacity project at our Chongqing base, our LCP thermal-management solutions have been successfully integrated into the cooling fans of newly launched smartphones, effectively addressing the thermal challenges faced by high-end electronic devices under high-power operation and earning high praise from our customers. Meanwhile, as the first domestic LCP material supplier to obtain EIS insulation-system certification, we are actively expanding the application of LCP materials in robotic motor systems. Our PPS materials have already achieved volume production in key components for new-energy vehicles, enhancing the vehicle’s high-temperature resistance and lightweight performance while securing a leading market share among top-tier automakers. In addition, our specialty nylon product portfolio has been further enriched, with growing shipments of bio-based high-temperature nylon, bio-based transparent nylon, bio-based long-chain nylon, and bio-based nylon elastomers. Thank you! 4. What is the current state of progress in PEEK materials? Hello! With the official commissioning of Phase I of the 1,000-ton PEEK resin project in 2025, the company’s competitive advantages across the entire PEEK value chain—polymerization, modification, and finished-product manufacturing—are steadily coming into full view. On the technology front, the company has successfully overcome key technical barriers in continuous polymerization, achieving precise control over the molecular weight distribution of PEEK resins and continuously enhancing product performance. In terms of the market, PEEK materials have earned recognition from customers in industries such as semiconductors thanks to their outstanding performance. In addition, with the successful completion of the equity acquisition in the sealing components company, both the fluoromaterials and sealing components segments—key high-end application areas—are now encompassing use cases for PEEK materials. This transaction will significantly enhance the value realization of the company’s end-to-end PEEK materials value chain. Thank you! 5. What challenges and opportunities is the company currently facing? Hello! In 2025, with the smooth commissioning of newly added capacity for specialty materials, the company effectively addressed a series of challenges in the first three quarters arising from the capitalization of fixed assets associated with this new capacity. This not only significantly enhanced brand awareness but also drove simultaneous growth in both revenue and net profit, fully demonstrating the company’s resilience under pressure and its steady, sustainable growth trajectory. Looking ahead, the company is poised to enter a new phase of development, underpinned by its forward-looking strategic positioning. Driven by growing demand in emerging sectors such as 5G communications, new energy, the low-altitude economy, semiconductors, AI servers, and robotics—coupled with increasingly stringent requirements from downstream customers for supply-chain self-reliance and controllability—the company is well-positioned to further expand its market share amid the twin trends of domestic technological self-sufficiency and high-end manufacturing upgrades. Leveraging its deep technical expertise in specialty materials, its platform-based first-mover advantages, and its capability for continuous product iteration and optimization, the company is set to lay a solid and robust foundation for sustained revenue growth. Thank you! |
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List of Attachments (if any) |
None |
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Date |
October 31, 2025 |
Headquarters business contact
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