Record of Investor Relations Activities on July 27, 2023
Time：2023-07-27 18:09
| Securities code：002886 | Securities abbreviation: WOTE |
Record Form of Investor Relations Activities of Shenzhen WOTE Advanced Materials Co.,Ltd.
NO.：2023-04
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Category of Investor Relations Activities
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□ Targeted research □ Analyst meetings □ Media interviews □ Earnings briefings □ Press Conference ☑ Roadshow □ On-site visit □ Others |
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Name of the participating organization |
Guotai Fund, Bank of Communications Schroders, Ivy Capital, Wells Fargo Fund, Huiquan Fund, CICC Asset Management, Minsheng Securities, CITIC Securities, East Asia Qianhai Securities, Shenwan Hongyuan Securities, Harvest Fund, Fuanda Fund, Invesco Great Wall Fund, Nuoan Fund, Dongfanghong Asset, Guohai Securities, Zhonggeng Fund, Shenzhen Fortune Zhaoye, Everbright Prudential Fund, Qianhai Open Source Fund, Red Earth Innovation Fund, Mingshi Partner Fund, Xiangcai Fund, Sino-Canada Fund, Galaxy Fund, Bodao Fund, Tianhong Fund, Huatai Berry Fund, Dazheng Capital, Shenwan Lingxin Fund, GF Securities, HSBC Jinxin Fund, Heyong Investment, Huaxia Wealth Innovation Investment, Xiaoyang Technology, Guangdong Daxing Huaqi, Liyuan Group, Chunda Fund, Donghai Securities, Jiuzhang Investment, Zhejiang Qianxu. |
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Time |
July 27, 2023 (Thursday) |
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place |
meeting room of the company's headquarters; Virtual conference calls |
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The name of the reception staff of the listed company |
Secretary of the Board of Directors and Deputy General Manager: Zhang Liang Securities Affairs Representative: Li Yankai Investment Manager: Han Yulong |
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Introduction to the main content of investor relations activities
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The company replied to the questions raised by investors during the roadshow: 1. Is the reason for the restriction of raw materials of the company's LCP materials and has it been solved? Hello! The company's LCP products have passed multiple stages such as "foreign introduction, digestion and absorption, and independent innovation", and have the ability to participate in global competition. In 2022 and before, the company's LCP synthetic resin, the main raw material biphenol (BP), mainly came from overseas supply chains, and in 2022, the raw material biquinone (BP/b111>Affected by overseas supply restrictions, the company's LCP production and sales volume decreased year-on-year. Up to now, domestic and foreign BP suppliers have supplied to the company in batches, which can meet the company's capacity needs. With the commissioning of more new BP production capacity and the gradual release of production capacity, the company's LCP will return to the stage of benign development. Thank you! 2. Does the company's products have a layout in robot-related fields? Hello! The company's special polymer material series solutions can meet the requirements of customers in the robot industry such as lightweight, precision integration, and high-speed signal transmission. The development of the robot industry will significantly promote the market demand for special polymer materials, and the company is also constantly introducing material solutions such as micro connectors, small motors, and lightweight structural parts. Thank you! 3. Does the company's products have a layout on AI servers and optical modules?? Hello! The company has provided customers with products that meet the material requirements for high-speed data transmission and high-power heat dissipation systems for AI servers. In order to meet the requirements of temperature and shape stability of optical modules, the company currently provides customers with special polymer material solutions that can effectively improve the dimensional stability of optical module products under working conditions. Thank you! 4. Is there any new application layout of LCP with a larger market? Hello! /b10>LCP's high fluidity, thermal stability, excellent dielectric properties and chemical resistance make it the main material for core components in the field of precision electronics and high-frequency communication equipment, and meet the development requirements of 5G and future 6G industries. At the same time, with the deepening of the degree of electronization of the automotive industry, the company is also carrying out more cooperation and discussion with downstream customers on the application of LCP materials in the automotive three-electric system. In addition, with the update and iteration of technical products, special polymer materials represented by LCP have the opportunity to gradually replace the market space of traditional engineering materials and meet the higher use needs of customers by virtue of their excellent performance and comprehensive use effect of customers. Thank you! |
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List of attachments (if any) |
not |
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date |
July 27, 2023 |
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