科創新源(300731.SZ):高分子材料業務是公司的基盤業務
格隆匯11月17日丨科創新源(300731.SZ)近期在接待機構投資者調研時表示,公司的高分子材料業務是公司的基盤業務,目前主要由公司、公司控股子公司無錫昆成新材料科技有限公司(以下簡稱“無錫昆成”)和控股孫公司蕪湖市航創祥路汽車部件有限公司(以下簡稱“蕪湖祥路”)三個主體實施。公司高分子材料業務的主要客户均屬於通訊、電力、汽車行業的領先客户,且相關產品毛利率能夠持續保持較高水平,為公司提供了穩健的收入和充沛的現金流。
2023年隨着市場環境逐步改善,公司不斷加大市場開拓力度,持續豐富公司產品及解決方案。公司通過控股子公司無錫昆成對外投資的方式建設高性能環保型功能高分子新材料及其製品項目,助力公司實現單一產品國產化替代向多品類、系列化產品國產化替代的跨越,提升一體化解決方案的綜合競爭力,降低公司生產成本,提高公司產品競爭力;同時,公司基於生產經營模式的不斷完善及優化,在汽車行業完成並實現了主要客户新車型密封條的同步開發及批量供貨,以及通過質量和成本優勢擴大了主要客户原有車型的供貨份額,帶動公司汽車密封件業務的快速增長。
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