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Pan Asian Microvent Tech (Jiangsu) (SHSE:688386) Ticks All The Boxes When It Comes To Earnings Growth
Pan Asian Microvent Tech (688386.SH): The increase in tariffs by the USA has minimal impact on the company's existing business and supply chain.
On April 7th, Gelonghui reported that Pan Asian Microvent Tech (688386.SH) stated on the investor interaction platform that the company's export business accounts for a small proportion of total revenue, with the amount directly exported to the USA being extremely low, and the tariffs imposed by the USA have minimal impact on the company's existing business and supply chain. The company will closely monitor changes in international trade policies and respond actively, maintaining close communication with clients to ensure stable operation.
Pan Asian Microvent Tech (688386.SH): The main competitors of high-performance polyimide/fluorinated polymer insulation composite film materials are DuPont.
On April 7, Gelonghui reported that Pan Asian Microvent Tech (688386.SH) stated on the investor interaction platform that the State Administration for Market Regulation is conducting a filing investigation against DuPont China Group Co., Ltd. for suspected violations of the Anti-Monopoly Law. The main competitors for the high-performance polyimide/fluoropolymer insulated composite film materials developed by the company for aerospace wires, cables, and high-performance electronic insulation are DuPont. This antitrust investigation against DuPont will have a positive impact on the market promotion of the company's related products.
Pan Asian Microvent Tech (688386.SH): The company's products have a better cost-performance advantage compared to Gore in the USA.
On April 7, Gelonghui reported that Pan Asian Microvent Tech (688386.SH) stated on an investor interaction platform that as a leading player in the Industry, closely following the USA's Gore, the company has been pursuing a path of core technological innovation and import substitution for 30 years. The two main core products, ePTFE membrane products and CMD, face the most direct and largest competition from Gore in the domestic market. The company's products are more cost-effective compared to Gore, and if China imposes a 34% tariff on all US imported Commodities, the competitiveness of the company's products will become even more apparent, facilitating the acceleration of import substitution.
Pan Asian Microvent Tech (688386.SH): A small amount of materials and equipment needs to be imported, and this part of the import Business accounts for a very small proportion.
On April 7, Gelonghui reported that Pan Asian Microvent Tech (688386.SH) stated on the investor interaction platform that the company has a small amount of materials and equipment that need to be imported, but this part of the import business constitutes a very small percentage and has minimal impact on the company's costs. The company continues to innovate technologically around micro-porous materials such as ePTFE membranes and SiO2 flexible aerogels and their modified derivative products, following an import substitution route. The company has accumulated strong capabilities in machinery automation design and integration during its operations, with most of the equipment designed, developed, and manufactured independently by the company.
Pan Asian Microvent Tech (688386.SH): Jiangsu NanFang Precision has cumulatively reduced its shareholding by 0.64%.
On March 24, Gelonghui reported that Pan Asian Microvent Tech (688386.SH) announced that it recently received a notice from Jiangsu NanFang Precision regarding the progress of the Shareholding reduction plan. Jiangsu NanFang Precision has cumulatively reduced its shareholding in Pan Asian Microvent Tech by 0.4471 million shares through block trades, accounting for 0.64% of the total equity of Pan Asian Microvent Tech. The term of this Shareholding reduction plan has now expired, and the plan has been fully implemented.