格隆汇12月12日丨东华能源(002221.SZ)在投资者关系中表示，有被问到:碳纤维项目建设进展？ 答:第一条线目前正在安装，争取明年年中投产，投产后开始建设第二条线，建设速度预计会加快。 ...

Core Viewpoint - Donghua Energy (002221.SZ) has highlighted the cost advantages of its Maoming carbon fiber project, which produces high-performance T800/T1000 grade carbon fibers, compared to both international and domestic manufacturers [1] Group 1: Product and Technology - The carbon fiber project utilizes a production process that includes water phase precipitation polymerization, DMSO dissolution, dry-jet wet spinning, and a two-step preparation method [1] - This production method results in higher product quality, reduced fiber defects, and minimal batch-to-batch variation compared to conventional techniques [1] Group 2: Efficiency and Optimization - The polymerization process operates at lower temperatures and shorter times, effectively reducing energy consumption [1] - Future plans include further optimization of the pre-oxidation and carbonization processes to enhance production efficiency [1]

答:公司有这个技术，但高模碳纤维目前市场规模太小且生产成本较高，暂没有规模化的必要。 格隆汇12月12日丨东华能源(002221.SZ)在投资者关系中表示，有被问到:公司为什么没有选择做高模M 级的碳纤维？ ...

答:公司有这个技术，但高模碳纤维目前市场规模太小且生产成本较高，暂没有规模化的必要。 格隆汇12月12日丨东华能源(002221.SZ)在投资者关系中表示，有被问到:公司为什么没有选择做高模M 级的碳纤维？ ...

证券日报网12月12日讯 东华能源在12月11日回答调研者提问时表示，茂名地区电价较低，碳纤维项目 使用的水、蒸汽等可以与PDH项目共享，既节约了投资，也节约了能源费用。而且产线运行以后，通过 技术升级可以进一步提升产能。 （编辑 姚尧） ...

Core Viewpoint - Donghua Energy's carbon fiber project offers T800/T1000 high-performance products with significant cost advantages compared to both international and domestic manufacturers [1] Group 1: Product and Technology - The carbon fiber project utilizes a process involving water-phase precipitation polymerization, DMSO dissolution, dry-jet wet spinning, and a two-step preparation method [1] - The product quality is superior, with fewer filaments and no batch-to-batch variation compared to conventional technology routes [1] Group 2: Efficiency and Optimization - The polymerization process operates at lower temperatures and shorter times, effectively reducing energy consumption [1] - Future plans include further optimization of the pre-oxidation and carbonization processes to enhance production efficiency [1]

Core Viewpoint - Donghua Energy is focusing on hydrogen storage, low-altitude aircraft, aerospace, and building reinforcement applications, expressing confidence in future capacity release [1] Group 1 - The company has engaged with several clients regarding its products [1] - Donghua Energy is collaborating with Shandong University to establish a research institute [1] - The company is actively developing new applications for carbon fiber through joint research with downstream customers [1]

证券日报网12月12日讯 东华能源在12月11日回答调研者提问时表示，该项目具有完全独立的自主知识 产权，不存在与外国公司的知产纠纷，可以用于出口。公司也正在申请海外专利，为出口做准备。 （编辑 姚尧） ...

证券日报网12月12日讯东华能源（002221）在12月11日回答调研者提问时表示，碳纤维项目第一条线目 前正在安装，争取明年年中投产，投产后开始建设第二条线，建设速度预计会加快。 ...

证券日报网12月12日讯东华能源（002221）在12月11日回答调研者提问时表示，需求面还是有些局限， 真正能大量使用的行业还未爆发。比如汽车用碳纤维，需要：成本低、可修复、可维修、快速生产。但 目前主要应用的是热固性复材，有问题就报废，无法回收，碳纤维全行业报废率约20%；而且部分环节 还存在手工作业，无法大规模量产。正因如此，公司更看好热塑性复材，易加工，可回收。通过自产的 PP与碳纤维复合，可以快速大规模生产热塑性复材，以更好品质、更低价格去替代铝合金等金属材料 市场，而热塑性树脂与碳纤维如何更好复合也是公司未来重点布局方向之一。 ...