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Recently, due to the limited production capacity of photoresist and the impact of Japanese suppliers' restrictions on supply to wafer fabs in mainland China, the expectation of domestic replacement of photoresist and chips has resumed, and related sectors have skyrocketed.
In an important area looks normal, but it has not known to ordinary people, there is such a listed company, it is to achieve "domestic alternative" and silently hard coating line coatingol.
Outstanding performance under the epidemic
Recently, Jinlitai shares held the 2020 annual performance briefing.
Although significant achievements have been made in the past year, the domestic high-end automotive coating industry is still dominated by foreign capital.
The core of domestic substitution is independent and controllable for the entire industry chain, and requires unremitting efforts from entities.
Scientific research strength breaks the monopoly of foreign brands
When it comes to the problem of stuck necks, "domestic substitution" is a high-frequency term.
The core technology and difficulty of coatings lies in resin development and spray application.
From basic polymer research, to small test, pilot test, to construction simulation, Jinlitai has complete product development and testing capabilities.
In terms of technology research and development, a basic research and development room has been established.
With the breakthrough of technology and the success of laboratory simulation, Jinlitai gradually opened a breakthrough in passenger car coatings and became a full range of original automotive coatings supply for cathodic electrophoretic coatings and automotive coatings in domestic independent brand enterprises with sales revenues of several hundred million yuan.
It is also one of the few national enterprises that can compete with international brands in the high-end segment of automotive original coatings.
Under the call of the era of internal circulation, national enterprises need to undertake more missions, especially in the passenger car market.
All links of the industrial chain have been controlled by foreign capital.
It has also become the voice of more people to completely change the status quo that there are almost no national brands in the coating of high-end passenger cars, and to break the monopoly of foreign brands in the field of OEM automotive original coatings.
The reason why Jinlitai invested heavily in building a full set of simulation laboratories, including spraying, is mainly because domestic independent brands lag behind others in technology, especially the lack of testing and certification platforms, insufficient technical research and development capabilities, and lack of practical application environment for key products.
Lack of accumulation of technology, etc.
The key for automotive coating products to enter the qualifications of OEM suppliers is that for major brands, it is a highly customized product that needs to be matched to the needs and simulations of materials, processes, colors and vehicle companies at least 12 months in advance.
Test and rely heavily on on-site construction to ensure smooth delivery and timely payment.
The reason why OEMs dare not try national brands is because they lack experience and practical cases, and thus enter a "circular knot"-without the opportunity to try, there will never be a start-up accumulation of relevant experience.
Looking back on the past international "stuck neck" conflicts in recent years, I have to admit that in many areas, we do still have a lot to break through.
If Chinese manufacturers can achieve major breakthroughs in various fields such as high-end coatings or make domestic substitutions, the rewards will be substantial in the future.
Layout 3C electronics field to create new growth points
Focusing on the future, Chairman Jing Zongfa said that the company’s management is actively implementing the dual-mainline strategy of "automotive coatings and high-tech new materials".
The company takes "improving the core technology of the company's products" as the core, lean production, cost reduction and efficiency enhancement as the main line, and through the method of intensive development and extensional expansion, the company has launched a high-tech surface with coatings and nano-ceramic processes.
Treatment products and upstream products of surface treatment represented by resin.
In the next three years, the company plans to expand its layout in the fields of passenger cars, construction machinery, rail transit, ships, and 3C electronics through joint ventures, talent introduction, joint development, mergers and acquisitions, and deeply cultivate the industrial coatings industry vertically.
The 3C electronics field mentioned above is the new technology of lightweight magnesium-aluminum surface treatment for mobile phones and notebooks being developed by Shanghai Kingdu New Material Technology Co.
, Ltd.
, a subsidiary of Jinlitai Holdings.
At present, with the development of the consumer electronics industry, 3C coatings specially applied to consumer electronics products have also emerged.
In today's world, the main driving force for the development of the 3C coating industry is the "5G promotion wave"-a large number of existing mobile phone users have the need for new phones.
The huge new machine market also means that brand owners need better surface treatment and coating technology products.
In fact, whether the mobile phone is good-looking or not resistant to scratches, it seems to be less important than the performance of the mobile phone.
Even so, many manufacturers have persisted in their efforts for more than ten years.
In order to produce "explosive models", new mobile phones continue to "make a facelift".
Behind this is the good intentions of major mobile phone brands to improve user experience.
King & Wood Mallesons has entered the new 3C electronic circuit with its unique new surface treatment technology.
It has won the favor of international giants with fewer processes, novel appearance effects and ultra-high military-grade performance.
It is reported that King & Wood Mallesons and many 3C consumer electronics companies have signed technical cooperation agreements, and the production line is ready for mass production after trial operation.
In addition to 3C electronics, Jinlitai stated that the company plans to deploy in passenger cars, construction machinery, rail transit, ships and other market segments through independent research and development, cooperative innovation, etc.
, with "automotive coatings + high-tech new materials" as the strategic dual main line , To seize the transformative opportunities of "electricity + intelligence" in the automotive industry and the trend of "deep domestic substitution" to continuously enhance the voice of Chinese manufacturing.