Core Viewpoint - The company, Baolidi (300905.SZ), is currently in the customer validation phase for its COFs materials project, with a 200-ton production line project progressing steadily using existing facilities [1][2]. Group 1: Project Status - The COFs materials project has been in development for over two years, with total investment in the YaoKe project being less than 20 million yuan, indicating manageable investment levels [1][2]. - The company is focusing on product production experiments, product research and development improvements, small batch sample trials, and product promotion [1][2]. Group 2: Future Outlook - The transition from research and development to industrialization for new products requires time and involves certain uncertainties, but it is not expected to significantly impact the company's main business [1][2].
宝丽迪:公司COFs材料目前尚处于客户验证阶段