Securities code: Konfoong Materials International Co.Ltd(300666) securities abbreviation: Konfoong Materials International Co.Ltd(300666) bonds Code: 123123 bonds abbreviation: Jiangfeng convertible bonds Konfoong Materials International Co.Ltd(300666)
Record of investor relations activities
No.: 2022010
□ specific object research □ analyst meeting
□ media interview ■ performance briefing
Investor relations □ press conference □ Roadshow
Activity category □ site visit
□ others (please specify other activities in words)
Name of participants and names of remote participants through the “cloud interview” column of the “interactive easy” platform of Shenzhen stock exchange investors of the company’s 2021 online performance briefing
Time: 15:00-17:00 PM, April 29, 2022
Place: the “cloud interview” column of “interactive easy” platform of Shenzhen Stock Exchange
Mr. Yao Lijun, chairman and chief technology officer, Mr. Jie pan, director and general manager, listed company
Ms. Yu Yongqun, director and chief financial officer; Jiang Yunxia, Secretary of the board of directors and chief investment officer; name of female Receptionist
Mr. Fei Weidong, independent director
The interactive exchange contents of the 2021 online performance presentation of investor relations activities are as follows:
Main content introduction 1. Hello! The company’s parts and components are growing rapidly. Please briefly introduce the company’s objectives
What are the main applications of the parts produced before, and what are the company’s competitive advantages and technical nodes compared with other similar enterprises?
Reply: the company has a wide variety of semiconductor precision parts, which can be divided into two categories according to the application customers. One is applied to chip production equipment manufacturers, including process parts and cavities; The other is the key process parts used in the wafer manufacturing process of integrated circuit manufacturing enterprises. The company has strong metal processing ability, surface treatment ability and customer response ability, and can provide customers with high-quality products and efficient technical support. Thank you for your attention!
2. What is the revenue and proportion of the company’s target materials in semiconductors, flat panel displays and Cecep Solar Energy Co.Ltd(000591) batteries? How about the company’s semiconductor parts revenue in the first quarter? Is the main product still shower head? What is the specific income of shower head or other major parts?
Reply: Hello! The company’s main business is the R & D, production and sales of sputtering targets of ultra-high purity metal materials and key parts of semiconductor industry equipment. Ultra-high purity metal sputtering targets are mainly used in the physical vapor deposition (PVD) process for the preparation of VLSI chips, liquid crystal panels and thin-film Cecep Solar Energy Co.Ltd(000591) batteries. The company’s target products are mainly semiconductor targets; The key parts of equipment machines in the semiconductor industry include precision parts made of metals, ceramics, resins and other materials through complex processes. They are mainly used for machines in semiconductor chips and liquid crystal panel production lines, covering application fields such as PVD, CVD, etching, ion implantation and industrial Siasun Robot&Automation Co.Ltd(300024) and the parts business continued to grow in the first quarter. Thank you for your attention!
3. Hello, Secretary! What is the future market space of the company’s business? Reply: Hello! With the surge of 5g connectivity in mobile, data center and cloud computer servers, automotive and industrial markets, artificial intelligence, deep learning, virtual reality and other emerging applications, the raw materials upstream of the chip are driven by ultra-high purity sputtering targets
Sustained growth in demand. At the same time, facing the rapidly developing Chinese market, the company’s precision parts and CMP business is facing a more favorable market environment and has greater growth space. In addition, with the technological innovation breakthrough and iteration, the flat panel display industry chain has accelerated its migration to Chinese Mainland, and its market scale can be expected to grow. At present, the company is actively expanding production capacity and trying to meet customer needs. Thank you for your attention!
4. Hello, Secretary! What is the progress of the company’s fixed increase project at present?
Reply: Hello! The specific inquiry letter on the progress of the company’s application for examination shall be issued to the Shenzhen Stock Exchange on August 19, 2026. Thank you for your attention!
5. Hello, general manager Pan! What is the development of copper Meng alloy target of the company? Dear investors! At present, the global copper manganese alloy target market is in great demand. The company has overcome the technical difficulties of copper manganese alloy target and reserved relevant talents and equipment. The HCM copper target successfully developed by the company has received batch orders from world-class chip OEM manufacturers. Thank you for your attention!
6. Hello, chairman! What are the types of semiconductor precision parts of the company?
Reply: Hello! At present, the parts produced by the company mainly include transmission cavity, reaction cavity, chamber, ring assembly, cavity shield, protective disc, cooling arm, heater, gas distributor head, gas buffer sector, etc; Materials include metals (stainless steel, aluminum alloy, titanium alloy), non metals (ceramics, quartz, silicon, polymer materials), etc; The manufacturing process includes ultra precision machining, diffusion welding, argon arc welding, vacuum brazing, surface treatment, anodic oxidation, plasma spraying, thermal spraying, special coating, super purification and cleaning, etc. In the advanced chip manufacturing process, various precision parts and retaining rings for CMP
(container ring) and polishing pad are widely used as consumables. Thank you for your attention!
7. Hello, Secretary! How about the sales of semiconductor parts in 2021?
Reply: Hello! The company’s semiconductor parts business achieved a sales revenue of 18417856593 yuan in 2021, with a year-on-year increase of 239.96%. Thank you for your attention!
8. How about the company’s capacity expansion?
Reply: Hello investors! The company will issue shares to specific objects this time. It plans to build a production line of a full range of high-purity metal targets for VLSI in Yuyao and Haining, Zhejiang, and further expand the large-scale production capacity of the company’s main products such as high-purity aluminum targets, high-purity titanium targets and rings, high-purity tantalum targets and rings, high-purity copper and copper alloy targets and rings, copper anodes and so on. At the same time, through the implementation of the convertible bond investment project, the company will build production bases of targets and parts for flat panel display in Huizhou, Guangdong and Wuhan, Hubei, and will supply targets and machine related parts for flat panel display manufacturers nearby, so as to further expand the production capacity of high-purity metal sputtering targets and related machine parts for flat panel display. Thank you for your attention!
Annex list (if any) none
Date: April 29, 2022
