Core Viewpoint - The company, Shanghai Ailu (301062.SZ), has confirmed that its polyurethane composite materials are produced in-house and are primarily used in the photovoltaic industry, specifically for solar panel frames [2]. Group 1: Product and Production - The polyurethane composite materials are fully developed and produced by the company [2]. - The production capacity for these materials is 1.8 GW [2]. - The main raw materials for the frame products, such as polyurethane and fiberglass, are sourced externally [2]. Group 2: Application and Future Plans - Currently, the polyurethane composite materials are exclusively applied in the photovoltaic sector [2]. - The company plans to actively explore additional applications for these materials in other industries [2].
上海艾录：公司聚氨酯复合材料目前尚仅应用于光伏行业