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Today, let's talk about the highlights and changes of Matsui shares, the core business of many world giants.
The company is a global manufacturer of new functional coating materials targeting high-end consumer electronics and passenger vehicles, providing customers with multi-category systematic solutions such as coatings, inks, and adhesives.
, major customers
1) In the field of high-end consumer electronics, the company focuses on the target market and basically achieves full coverage of the downstream target market business. At present, the company's core customers who have successfully entered the customer system include: North American consumer electronics customers, Microsoft, Google, HP, Amazon, Meta, Logitech, Huawei, Honor, Xiaomi, vivo, OPPO and many other internationally renowned terminal brands.
2) In the field of passenger automobiles, the company relies on the technical advantages and brand influence accumulated in the field of high-end consumer electronics, through differentiated competition strategies, to achieve a double breakthrough in technology and market, and the core customers who have entered or entered the customer system include: North American T Company, BYD, Weilai, Ideal, Geely, GAC, SAIC-GM-Wuling, Xiaopeng, FAW Hongqi, Valeo, Yanfeng International, Minth Group, Xinquan Co., Ltd. and other well-known domestic and foreign vehicle and auto parts manufacturers.
, exclusive and mass production and supply of Apple MR products multiple parts of the coating materials, adhesive products for the first time mass production supply of Apple mobile phones
The 2023 semi-annual report pointed out that the company has not only maintained a high market share in customers such as Xiaomi, Huawei, Honor, and Logitech, but also achieved a steady increase in market share in major consumer electronics customers in North America, Google, vivo, OPPO and other customers. On the other hand, the boundaries of business cooperation with customers continue to broaden, such as:Exclusively participated in the application and development of VisionPro's multi-component coating material, the first epoch-making mixed reality (MR) product of a major consumer electronics customer in North America, and successfully introduced it into mass production, setting a new industry benchmark in the field of wearable devicesAt the same time, the adhesive product was introduced into mass production for the first time in the mobile phone project of a major consumer electronics customer in North America.
The proportion of revenue in the field of wearable devices continued to increase, and the proportion of revenue in the field of passenger vehicles increased rapidly
The 2023 semi-annual report pointed out that since the second quarter, with the mass production of many new models in cooperation with BYD, Weilai, Geely, North American T Company, GAC, Great Wall, Ideal, Xiaopeng and other terminals, the passenger car business process has pressed the "fast forward button", among which the product shipments of BYD, Weilai, Geely, and Ideal have been launchedRapid growth was achieved year-on-year and month-on-month.
The application of interior coatings represented by the NIO series of models has attracted wide attention and praise from the market as soon as it was launchedThe interior coating products provided for a flagship model project of Ideal have successfully refreshed the industry standard.
In terms of the expansion of exterior parts, the company has made a number of major breakthroughs in coating technology and application, such as the light-emitting bumper coating solution was successfully designated and mass-produced in a certain model of Geely, creating a precedent for the family-oriented face design of electric vehiclesThe spoiler coating solution was successfully designated in a certain model of BYDExterior PVD plating products have been designated by BYD on the basis of strict exterior parts testing standards such as BYD and GeelyThe new ink successfully passed the verification of the B-pillar project of North American T Company and was gradually introduced into mass production.
In terms of new customer development, the company not only realizes the product matching and application of more projects in the existing new energy vehicle partners, but also successfully joins hands with FAW Hongqi, Audi and other automobile brands to obtain their project development rights, and has become the designated supplier of many projects such as Xinquan Co., Ltd., an auto parts manufacturer. New customers, new projects and new technologies are constantly developed and reserved, and the projects and orders in hand have been successively landed and mass-produced, providing strong support for the subsequent development of passenger car business.
, supply Huawei's popular mobile phone mate60
The third quarter report of 2023 pointed out that the mobile phone and related accessories, notebook computers and related accessories business maintained a year-on-year growth trend in the third quarter. On the one hand, with the arrival of the traditional sales season and the improvement of terminal demand, the company's product shipments continued to rebound. On the other hand, the company actively grasps the development opportunities of the industry in response to the times, and expands the increment and taps the potential by virtue of differentiated innovative processes and leading technological advantages, such asProvide innovative coating solutions for the new machine Mate60 for domestic major customers and the new series of new products for major consumer electronics customers in North America
The IPO project is about to be put into production, and the new private placement project will continue to develop the passenger car market
The first IPO project: the construction project of high-performance water-based coatings, the renovation and expansion construction project of new functional coatings for automotive parts, and the production and expansion project of special inks and environmentally friendly adhesives, all of which will reach the scheduled usable state in June 2024.
On December 21, 2023, the private placement plan will be released, and it is planned to raise 6200 million yuan, continue to develop automotive coatings and special resin projects, the project construction period is 3 years.
Continue to recruit troops and buy horses, and work at full speed
Increasing investment in people is one of the closest indicators to the company's performance. As of December 31, 2022, the total number of employees was 670;As of June 30, 2023, the total number of employees is 734.
Well, the information about Matsui shares is written here, and we will continue to track the latest developments in the later stage.
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Remember!All statements in this article are for discussion purposes only and should not be used as the basis for any investment decisionIt is only a compilation and sharing of information, not a stock recommendation!**There are risks, investment needs to be cautious!If you trade exactly according to the ideas provided in this article, you do so at your own risk