ANNOUCEMENT
ANNOUCEMENT FAQ
Customers can choose products out from four different product lines. ULTRAFLEX offers a versatile range with materials that span a wide variety of applications and industries. POWER LINE is specifically geared to service our Laminated Busbar industry. HIGH TEMP and BLACK LINE are unique brands to highlight specific product characteristics.
Which sub-sectors do investment institutions typically focus on in the new materials field?
Leading institutions prioritize sectors with strong technological substitution potential in critical areas like semiconductor manufacturing, display technology, and electronics. They favor civilian-market applications with high industry disruption, including low-domestication-rate premium chemicals (e.g., semiconductor materials, display materials) and emerging fields aligned with global technological trends (e.g., solid-state batteries, synthetic biology).
Is domestic substitution the core investment logic for new materials?
Absolutely. According to CICC, sectors like semiconductor materials and advanced packaging materials – where domestication rates remain below 30% – present significant growth opportunities. Platform-based enterprises that demonstrate continuous business expansion capabilities (e.g., cross-sector technology integration) tend to enjoy stronger long-term valuations. However, investors should closely monitor commercialization milestones – cases like Dinglong Shares (300532.SZ) highlight the importance of revenue growth consistency and profit margin realization post-technology breakthrough.
What are the primary risks in new materials investment?
Key industry risks include:
1.Rapid technological iteration (e.g., competing graphene production routes)
2.Market volatility influenced by macroeconomic policies and regulatory changes
3.Intensified competition (50+ new material firms reported 3% YoY revenue decline in 2023)
4.Regulatory uncertainties (e.g., lengthy approval cycles for biomedical materials)
5.Supply chain instability from geopolitical factors
How to break through technical bottlenecks in frontier materials like graphene and superconductors?
Practical solutions include:
Graphene: Process innovation (e.g., CVD reducing costs to $0.05/g) + high-value applications (replacing carbon black in lithium-ion anodes)
Superconductors: Material system optimization (e.g., iron-based superconductors with higher critical temperatures) + niche market exploration (short-distance power transmission systems)
General Strategy: Focus on "technology commercialization readiness" (TCR) assessment and partnerships with industry leaders for rapid adoption.
What metrics evaluate a new materials company's investment value?
Investors should analyze:
1.R&D Competitiveness: Team expertise (PhD density), patent portfolio (e.g., >100 patents for leading firms), and milestone achievements
2.Market Alignment: Demand elasticity (e.g., EV-driven lithium demand growth) and customer stickiness (e.g., long-term supply agreements with Tesla)
3.Competitive Landscape: Segment market share (e.g., >30% in PV silver paste market) and barriers to entry
4.Financial Health: Revenue CAGR (>25% for high-growth firms), gross margins (>40% for specialty chemicals), and cash conversion cycle
5.Platform Synergies: Valuation premium for companies with cross-material platform capabilities (e.g., combining catalysts + battery materials)
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