Gaomeng New Materials adheres to the growth strategy and pays equal attention to both endogenous and extension

Recently, Gaomeng New Materials said at the investor exchange meeting that in the future, the company will adhere to the "growth strategy", adhere to the combination of endogenous development and extensional mergers and acquisitions in the industry, implement mergers and acquisitions with strategic synergy, and quickly enter the market.
And seek opportunities in electronic and semiconductor materials, new display materials, new energy, new infrastructure, high-end equipment manufacturing and other application areas
.

Specifically, in terms of endogenous development, we will focus on the fields of coatings, adhesives, elastomers and sound insulation, vibration reduction and noise reduction materials, and continue to strengthen, deepen and increase market share
.
In terms of base layout, efforts will be made to increase production capacity.
In terms of coating, adhesive and elastomer businesses, on the one hand, the existing production base in Nantong will be expanded; ; In the business of automotive NVH sound insulation, vibration reduction and noise reduction materials, on the basis of improving the capacity utilization rate of the existing production base in Wuhan, actively promote the near-site production capacity layout in South China, East China, North China and other places
.

About BYD's new CTB body battery integration technology solution
.
The company said that there are many glue points in the battery pack, including structural glue, thermally conductive structural glue, thermally conductive potting glue and sealant
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At present, mainstream battery companies have a large demand for polyurethane adhesives.
The company has focused on polyurethane adhesives for many years and has accumulated rich technical reserves and bonding service experience.
At present, the company has structural adhesives, thermally conductive structural adhesives, thermally conductive potting glue and sealing Adhesive-related products are also in close communication with customers, and relevant marketing and technical personnel are tracking test verification
.

The company has set up a special project team to integrate the project teams related to the two business departments of adhesive materials and NVH sound insulation, vibration reduction and noise reduction materials into a large project team, led by the general manager personally, aiming at BYD car interior parts.
and power battery assembly, etc.
, actively meet its demand for adhesives and automotive interior parts, and the team will actively promote the cooperation with BYD in the later stage
.
Up to now, the connection between the company and BYD is still in the early stage of cooperation, communication and product testing.
There is still great uncertainty about whether the company can successfully enter the BYD supply system in the future
.

Talking about the reasons and sustainability of Watson's steady growth after being acquired in the past few years, the company said that, on the one hand, Watson itself has many years of industry technology accumulation, and is a first-tier supplier to 20 or 30 domestic vehicle manufacturers.
This qualification is highly competitive, and Watson has a complete range of products.
Due to its long-term service to Japanese customers, the company has done a good job in lean management and cost control.
Therefore, it can maintain a relatively good level of profitability
.
The company is also taking advantage of its long-term cooperation experience with Japanese car companies to focus on expanding customers from European, American, domestic brands and new energy car manufacturers
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On the other hand, the related sibling units of the company have accumulated certain resources in the automotive industry chain, which can empower and provide resource support for the company
.
In the future, the company will attach great importance to and promote the development of automotive materials, seek a large-scale layout in the automotive field, and gradually expand product categories and customers based on adhesive materials and NVH sound insulation, vibration reduction and noise reduction materials.

Regarding future growth points, the company stated that the current production bases mainly include Beijing, Nantong and Wuhan bases.
Among them, Beijing and Nantong bases mainly produce adhesive materials, and Wuhan base mainly produces NVH sound insulation, vibration reduction and noise reduction materials
.
In the future, the company will deploy production capacity in four ways: first, to continue to advance the approval progress of the Nantong Gaomeng expansion project; The first method has a long construction period; the third is to rapidly expand the company's business and scale through mergers and acquisitions; the fourth is to quickly realize the company's near-local layout and business development through the cooperation and integration of industrial resources
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In terms of business development direction, on the one hand, the company strives to expand and strengthen the existing business of coatings, adhesives, elastomers and sound insulation, vibration reduction and noise reduction materials, and continuously increase market share; on the other hand, the company will pay more attention to the The expansion and layout of new energy and new display materials, including photovoltaics and the power battery material business that is currently being promoted, the company's management attaches great importance to the opportunity of technological iteration in the new energy field
.