Shenzhen WOTE Advanced Materials (002886): Pioneer in domestic substitution of special high polymer materials, with production capacity driving growth.

Report Summary: Shenzhen WOTE Advanced Materials was established in 2001 and is a leading domestic platform enterprise in specialized high-performance polymer materials, focusing on high-value-added material fields such as LCP, PPA, and PEEK, closely associated with 5G Communications and New energy Fund.

Dongbei SecuritiesMay 14 18:32

Shenzhen WOTE Advanced Materials (002886.SZ): LCP materials are used in both AI Servers and base stations.

Gelonghui, May 8 - Shenzhen WOTE Advanced Materials (002886.SZ) stated on the investor interaction platform that the company's LCP materials are used in AI Servers and base stations. The humanoid robot materials are still in the process of joint development and performance verification with customers. Specific customer information regarding these applications cannot be disclosed.

Gelonghui FinanceMay 8 20:58

Shenzhen WOTE Advanced Materials (002886.SZ): Achieved stable supply of multi-brand vehicle models, covering the New energy Fund three electrics and Thermal Management fields.

On May 7, Gelonghui reported that Shenzhen WOTE Advanced Materials (002886.SZ) indicated in investor relations that it has achieved stable supply for multiple brand models, covering the New energy Fund's three power systems and Thermal Management sectors. Millimeter-wave radar has been delivered in small batches, with expectations to extend to visual radar. Lidar materials have completed testing and will gradually be supplied in bulk as new products go into mass production. The car-mounted high-precision positioning antenna materials have been certified and are used in customers' autonomous driving systems. Materials developed for photovoltaic applications meet the connector development needs of the photovoltaic Industry, assisting customers in securing a controllable supply chain for key materials. The mobile energy storage power supply materials have been recognized by leading industry clients.

Gelonghui FinanceMay 7 16:04

Shenzhen WOTE Advanced Materials (002886.SZ): The newly put into use Carbon Fiber composite material production line can directly provide customers with molded products such as blades, arms, and fuselage frames.

Gelonghui May 7丨Shenzhen WOTE Advanced Materials (002886.SZ) stated in its investor relations that the aramid-enhanced wear-resistant materials and materials for cameras developed in response to customer needs have been put into mass production by clients. In addition, the newly put into use Carbon Fiber composite material production line can directly provide customers with molded products such as blades, arms, and fuselage frames, meeting the material performance requirements of high-load low-flying aerial vehicles. ① Siasun Robot&Automation materials: Focusing on the requirements for easy processing, Lightweight, precision integration, and high strength of robot materials. In terms of structural components for robots, the skeletal/mechanical arm materials developed by the company for customers balance strength.

Gelonghui FinanceMay 7 16:03

Shenzhen WOTE Advanced Materials (002886.SZ): The trial production period for the company's PEEK Resin synthesis project has been completed, and the relevant equipment operation has reached the design requirements.

On May 7, Gelonghui reported that Shenzhen WOTE Advanced Materials (002886.SZ) stated in an investor relations meeting that the trial production period for the PEEK Resin synthesis project has been completed, relevant equipment has reached design requirements, the project has passed the acceptance review organized by the relevant authorities, and is currently following up on the necessary permits to reissue the formal production license. The company has initiated all customer onboarding activities for the newly established production capacity. The subsidiary, Zhejiang Kesai New Materials Technology Co., Ltd., has completed the certification for the production line of over a hundred tons of PEEK profile, providing new support for the promotion of the company’s PEEK materials.

Gelonghui FinanceMay 7 16:02

Shenzhen WOTE Advanced Materials (002886.SZ): The supply chain of raw materials has been fully localized, with export business mainly focused on Asia and Europe.

On May 7, Gelonghui reported that Shenzhen WOTE Advanced Materials (002886.SZ) stated in its investor relations that the company has fully localized its raw material supply chain, and its export Business primarily focuses on Asia and Europe. The special polymer materials industry, in which the company operates, is experiencing unprecedented development opportunities. In the face of these opportunities, the company has completed the accumulation of technology, products, capacity, and customers over the years, and the focus of work in 2025 will shift to accelerating capacity release.

Gelonghui FinanceMay 7 16:01