The new production line of electronic glue is put into production, and the new track of Jitai shares speeds up again

From "new infrastructure" to "dual carbon and dual control", from "14th Five-Year Plan" to "30/60 target", in the macro national strategy, there is a crucial area at the intersection of vertical and horizontal lines-" New materials"

New materials have always been hailed as the "chassis" of the manufacturing industry and are an important foundation for supporting major national projects and strategic emerging industries

With the rapid development of emerging industries represented by a new generation of information technology, new energy, and intelligent manufacturing, the strategic role of silicone materials has become increasingly prominent

On October 23, Jitai's "Project with an annual output of 15,000 tons of bi-component silicone rubber and 8,000 tons of vinyl silicone oil" raised funds and a new production line with an annual output of 28,800 tons of photovoltaic glue were successfully completed and put into operation in Conghua District, Guangzhou

On October 23, Jitai's "Project with an annual output of 15,000 tons of bi-component silicone rubber and 8,000 tons of vinyl silicone oil" raised funds and a new production line with an annual output of 28,800 tons of photovoltaic glue were successfully completed and put into operation in Conghua District, Guangzhou

Ingrown

Solve the bottleneck of production capacity and enter the acceleration period for the fourth venture

Obviously, the completion of the project has solved the problem of the production capacity bottleneck that has plagued Antai Electronic Adhesive (Jitai Electronic Adhesive Brand) for a long time.

In 2017, Jitai Co.

In January 2021, Jitai shares successfully IPO, raising nearly 300 million yuan to expand production capacity

The newly completed two-component silicone rubber and vinyl silicone oil fully automatic production line workshop, with a construction area of ​​nearly 2,000 square meters, was constructed in accordance with Class A workshop standards, with a vertical three-dimensional production line design, and the degree of automation is industry-leading

Among them, the design capacity of the two-component silicone rubber production line is 15,000 tons/year, including 13,000 tons/year of electronic potting glue and 2,000 tons/year of thermal gel

Among them, the design capacity of the two-component silicone rubber production line is 15,000 tons/year, including 13,000 tons/year of electronic potting glue and 2,000 tons/year of thermal gel

Vinyl silicone oil is an essential raw material for electronic glue

Expand outward

Expand outward

Embrace the era of 5G and new energy, and do cross-industry and non-cross-industry business

Embrace the era of 5G and new energy, and do cross-industry and non-cross-industry business

Since its establishment, Jitai shares have mainly focused on endogenous growth, insisted on long-term precipitation, and "persisted in doing cross-bank and non-cross-border business", occupying multiple sub-sectors such as the container field, real estate field, petrochemical/steel structure field, etc.

"Very few people have enough foresight to lay out the next growth point when the reality is still good

Electronic glue is the top priority of Jitai's second curve

With the intensification of the global energy crisis, the increase of residents' awareness of environmental protection, and the technological advancement and cost reduction of LED lighting products, LED lighting has become a key promotion product for energy-saving lighting in countries around the world
.
According to statistics, the Chinese market size of outdoor LED driver power supplies with higher requirements for dustproof, moistureproof, shockproof, heat dissipation, and insulation protection has reached 8.
55 billion yuan in 2020 and is expected to reach 9.
71 billion yuan in 2021
.
This is undoubtedly good news for Antai Electronic Adhesive, which has been working hard in the field of LED driver power potting and sealing for a long time
.

In addition, according to statistics, the market size of 5G and communication electronics, new energy, power batteries, automobiles, rail transit glue and other application fields is about 62 billion yuan
.

Adhesives involved in 5G applications include inverter potting adhesives, 5G base station power modules and power component packaging adhesives, adapter component protection and thermal conductive adhesives, etc.
The adhesives used in the assembly of communication electronic products are mainly adhesives for mobile phones and other equipment, including those used for zero Bonding of components, housings, screen frames, antennas, motors and touch screens
.

Adhesives involved in 5G applications include inverter potting adhesives, 5G base station power modules and power component packaging adhesives, adapter component protection and thermal conductive adhesives, etc.
The adhesives used in the assembly of communication electronic products are mainly adhesives for mobile phones and other equipment, including those used for zero Bonding of components, housings, screen frames, antennas, motors and touch screens
.

According to data from the Ministry of Industry and Information Technology, the output value of China's electronic information manufacturing industry will reach 18.
5 trillion yuan in 2020.
With the development of China's electronic information industry and the gradual application of 5G, domestic electronic components are developing rapidly, and the demand for adhesives is also increasing.
The current domestic 5G communications and consumer electronics market size is about 14 billion yuan
.

New energy vehicles and power batteries are areas that cannot be ignored
.
According to Yang Xiaoyong, chief engineer of the China Fluorosilicon Organic Materials Industry Association, China's new energy vehicle production and sales have ranked first in the world for 6 consecutive years, with more than 6 million vehicles, accounting for more than 50% of the global total
.
Silicone materials have hundreds of applications in automotive engines, electronic control, shock absorption, lubrication, cooling, lighting, and body systems
.
Moreover, the amount of glue used in new energy vehicles is nearly 7 times that of ordinary passenger cars, up to 20kg or more
.

As the main power source of new energy vehicles, the stability and safety requirements of new energy vehicle batteries, electronic control and body systems have become issues that need to be paid attention to in the development of new energy vehicles
.
In new energy vehicle batteries, bonding and potting materials have extremely high requirements for moisture resistance, heat conduction, and water resistance.
With its superior performance, silicone adhesives can effectively meet the above needs and are gradually becoming the new energy vehicle battery.
One of the main accessories
.
According to statistics, the market size of adhesives for power batteries reaches 1 billion yuan
.

As the main power source of new energy vehicles, the stability and safety requirements of new energy vehicle batteries, electronic control and body systems have become issues that need to be paid attention to in the development of new energy vehicles
.
In new energy vehicle batteries, bonding and potting materials have extremely high requirements for moisture resistance, heat conduction, and water resistance.
With its superior performance, silicone adhesives can effectively meet the above needs and are gradually becoming the new energy vehicle battery.
One of the main accessories
.
According to statistics, the market size of adhesives for power batteries reaches 1 billion yuan
.

Steady force

Steady force

The contradiction between supply and demand is prominent, and opportunities and challenges coexist 

The contradiction between supply and demand is prominent, and opportunities and challenges coexist

With the progress of "dual carbon" and "dual control", the contradictions in the silicone industry chain have also become prominent
.
"Dual carbon" and "dual control" require restrictions on industrial silicon production, but demand in emerging fields such as photovoltaics is constantly emerging
.
The imbalance between supply and demand is directly reflected in the skyrocketing price of industrial silicon raw materials
.
The changes in raw materials have directly affected the production and sales of downstream sealant companies
.
Antai Electronic Glue is also inevitably affected
.
Judging from the semi-annual report data for the past three years, in the first half of 2020, the operating income of the electronic glue business has fallen by about 21% year-on-year, but the net profit has increased year-on-year
.
In the first half of 2021, the operating income of the electronic glue business increased by 78% year-on-year in 2020, but due to the substantial increase in the price of major raw materials, net profit was at a loss
.

Under the multiple influences of this "price increase" and the subsequent "dual control" and power curtailment, the silicone industry chain has undoubtedly been greatly directly affected.
It is inevitable that companies will rise and fall and complete the industry chain.
"Upgrade"
.
This is a challenge as well as an opportunity for leading companies with strong innovation ability, strong production strength, mature sales system, stable partners, and good brand power
.

For Jitai, which is adhering to the long-term principle, it is still patiently waiting for the gradual release of electronic glue performance
.
Through continuous integration and coordination in finance, research and development, procurement, branding, marketing, production and other aspects, Zhaoshun Technology is gradually integrating into the management system of Jitai Co.
, Ltd.
and is radiating new vitality
.

In the first half of 2021, Jitai Co.
, Ltd.
invested 29,322,400 yuan in research and development funds, a year-on-year increase of 71.
88%
.
From 2018 to 2020, the cumulative investment in research and development has exceeded 120 million yuan
.
R&D expenses increased simultaneously with operating income
.
In the field of photovoltaics and electronic adhesives, special R&D studios are set up to tackle key issues in response to market demand
.

In 2020, Jitai Co.
, Ltd.
will launch a photovoltaic adhesive system solution, which will be configured from structural bonding, module potting, and photovoltaic integrated building adhesives to meet the needs of photovoltaic products
.
In 2020, Jitai has reached a cooperation with JinkoSolar, a leading photovoltaic company
.

In the same year, the addition molding potting glue launched by Jitai Co.
, Ltd.
can be bonded to the materials of the driving power supply without the primer process, and the waterproofness can reach IP67+ and above, which successfully solved the pain points of the industry
.
In addition, the product also takes into account the advantages of heat dissipation and low expansion of the driving power supply, which can bring the best protection to the outdoor driving power supply, and it is very cost-effective in terms of cost and production efficiency
.
In 2021, Antai Electronic Adhesive won the 2021 Ninth Aladdin Magic Lamp Award Technology Award
.

The company's products have passed IS16949 certification in the automotive industry, and are an important supplier of companies such as Inventronics and Shanghai Motons.
The products have entered the supply system of many large customers such as Osram and BYD
.

The company's products have passed IS16949 certification in the automotive industry, and are an important supplier of companies such as Inventronics and Shanghai Motons.
The products have entered the supply system of many large customers such as Osram and BYD
.

 "Really good glue, choose with peace of mind", Antai Electronic Adhesive will continue to position itself in the mid-to-high-end market, in line with industry development trends, and achieve greater competition in technological innovation, product quality, sales network, professional service capabilities, customer resources, cost-effectiveness, etc.
Advantage
.

Material power

Material power

Accelerate "domestic substitution" and cheer for "Made in China" with high-quality products

Accelerate "domestic substitution" and cheer for "Made in China" with high-quality products

At present, China is in a period of strategic transformation, and it is urgent to open up new economic growth points and improve the environmental carrying capacity.
This provides a rare historical opportunity for the great development of new materials in China
.
In the period of transition and upgrading and the development of new industrialization, the strategic demand for new materials is particularly prominent
.

Silicone is an important part of the country's strategic new materials
.
But it is also one of the chemical raw materials that we are "stuck"
.
The organic silicon industry chain still has problems such as a weak industrial foundation and the industrial environment needs to be optimized
.
To accelerate the "domestic substitution", to achieve "2025, the overall technology and application of key new materials are synchronized with the international advanced level, to occupy a place in the ranks of the world's material powers in 2035, and to be at the forefront of the world's material powers in 2050, and to complete independent innovation of materials.
The goal of "system" requires the joint efforts of every enterprise in the industry chain
.

This is the burden of history and the call of a new era! As a member of the new material enterprise, Jitai shares is duty-bound! As a representative of a private enterprise, it is my duty! As an enterprise taking green chemical industry as its own responsibility, it is our duty!

Jitai shares, with high-quality products, cheer for "Made in China"!