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Foster said at the 2026 third quarter results briefing that the company is vigorously promoting the import and replacement of high-end electronic materials in the server PCB field. Overseas competitors are mainly Asahi Kasei, Rixen Norco, and DuPont. Compared with overseas competitors, the company has multiple categories and localized supply advantages, and can achieve domestic electronic circuit industry chain collaboration, and is expected to have greater sales next year. The company's current annual design production capacity of aluminum-plastic film is about 30 million square meters. The utilization rate in the third quarter is about 70%, and the production capacity utilization rate of aluminum-plastic film is increasing year by year. The company's production sites in Thailand and Vietnam are operating well. Overseas business accounts for 30% to 40%. Overseas business profitability is better than domestic business, and gross margin is 5% to 10% higher.

Zhitongcaijing·11/04/2026 02:41:08
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Foster said at the 2026 third quarter results briefing that the company is vigorously promoting the import and replacement of high-end electronic materials in the server PCB field. Overseas competitors are mainly Asahi Kasei, Rixen Norco, and DuPont. Compared with overseas competitors, the company has multiple categories and localized supply advantages, and can achieve domestic electronic circuit industry chain collaboration, and is expected to have greater sales next year. The company's current annual design production capacity of aluminum-plastic film is about 30 million square meters. The utilization rate in the third quarter is about 70%, and the production capacity utilization rate of aluminum-plastic film is increasing year by year. The company's production sites in Thailand and Vietnam are operating well. Overseas business accounts for 30% to 40%. Overseas business profitability is better than domestic business, and gross margin is 5% to 10% higher.