Core Viewpoint - The company, Keda Manufacturing, has reported significant growth in its anode material business, primarily serving the energy storage sector, with a notable increase in sales and profitability in 2023 compared to the previous year [1] Group 1: Business Performance - The company’s artificial graphite product sales reached nearly 70,000 tons in the first three quarters of this year, with both sales and production increasing by over 300% year-on-year [1] - The overall profitability of the anode material segment has improved compared to the same period last year, achieving profitability in the first three quarters, although the net profit margin remains relatively low [1] Group 2: Production Capacity - The company currently has a total production capacity of 150,000 tons per year for artificial graphite across its facilities in Fujian and Chongqing [1] - With the complete release of anode material production capacity and maintaining stable sales and production rates, the company’s revenue scale is expected to further increase [1]
科达制造:公司负极材料业务主要面向储能领域