董秘说|方大炭素董秘庄晓茹：炭素行业培育新质生产力需聚焦五个突破口

Core Viewpoint - The interview with the Secretary of the Board of Directors of Fangda Carbon emphasizes the company's commitment to technological innovation, green low-carbon practices, and intelligent transformation to drive the carbon industry towards high efficiency, high added value, and sustainability [4][8]. Company Overview - Fangda Carbon has been a leader in the carbon industry for 60 years, with an annual production capacity of 260,000 tons of carbon products and 354,000 tons of raw materials, positioning itself as a top-quality carbon product production and supply base globally [6]. - The company produces a variety of products including graphite electrodes, carbon bricks, isostatic graphite, nuclear graphite materials, graphene materials, and various raw materials [6]. Financial Performance - In the first half of 2025, the company experienced a decline in revenue and net profit due to macroeconomic conditions, reduced downstream market demand, and intensified market competition [6]. - Despite the challenges, the company maintains a competitive advantage through a well-structured industrial layout, resource sharing, centralized R&D, and a complete product system [6]. Strategic Initiatives - The company focuses on "stabilizing traditional business, expanding emerging business, and strengthening collaboration" to ensure a balanced and synergistic development between traditional and new businesses [10]. - Fangda Carbon aims to leverage cash flow from traditional businesses to support the incubation of new businesses while using technological innovation to upgrade traditional industries [10]. Innovation and R&D - Fangda Carbon invests significantly in R&D, with ongoing projects including three national-level major science and technology projects and six provincial-level projects, holding 77 patents [12]. - The company has achieved 40 technological achievements and new products, including advanced graphite electrodes and graphene products, which are being promoted in various markets [13][14]. Environmental Commitment - The company has invested over 200 million yuan in environmental upgrades, earning recognition as a "green factory" and a "waste-free enterprise" [14]. - Fangda Carbon is advancing its digital transformation with a nearly 100 million yuan investment to establish the industry's first "5G + Carbon Intelligent Manufacturing Fully Connected Factory" [14].