Core Viewpoint - The company is actively promoting bamboo-based composite materials as part of its response to national policies aimed at replacing plastic with bamboo, thereby enhancing the bamboo industry structure and upgrading its products [2][5]. Group 1: Company Developments - The company held an institutional communication meeting on February 5, where analysts from various securities firms discussed bamboo-based composite materials and other products with company executives [1]. - The company has partnered with the Ningbo Institute of Materials Technology and Engineering to develop bamboo-based composite materials, which can also be extended to other biomass raw materials like straw and reed [2]. Group 2: Product Features and Market Potential - Bamboo-based composite materials are a new type of high-performance bio-based environmentally friendly material, offering advantages such as reduced weight (20% lighter), rigidity, toughness, temperature resistance, and corrosion resistance [3]. - The global pallet market is substantial, with an estimated stock of 10 to 12 billion pallets and a market size of approximately 600 billion yuan, showing stable growth [3]. Group 3: Production and Future Plans - The company’s bamboo-based industrial pallets can support static loads of 4 tons and dynamic loads of 1.5 tons, meeting high-end industrial demands [4]. - The company plans to complete the first pilot production line for bamboo-based pallets by the end of March and aims for mass delivery capabilities by May, with production targets of 200 million yuan by the end of 2026 and 500 million yuan by the end of 2027 [4]. Group 4: Environmental Impact and Growth Opportunities - The bamboo-based composite materials align with the global emphasis on environmental protection and sustainable development, providing the company with new growth opportunities beyond traditional kitchenware [5].
双枪科技获多家机构调研 竹基禾塑新材料引发关注