证券代码：301237 证券简称：和顺科技 杭州和顺科技股份有限公司 投资者关系活动记录表 编号：2025-019 二、主要问题 1、公司开发碳纤维项目的目的是什么? 答：碳纤维（石墨纤维）是航空航天领域不可替代的关键材料，目前 全球市场主要被美日少数企业垄断，供给集中且价格长期处于高位。公司 布局高性能碳纤维项目，旨在切入该领域开展探索开发与产业布局，与现 有差异化、功能性 BOPET薄膜业务形成战略协同，提升研发制造规模与水 平，助力公司向行业领先新材料企业迈进，更好满足市场高端需求。 2、碳纤维产品目标定位？ | | 特定对象调研 | 分析师会议 ☐ | | | | --- | --- | --- | --- | --- | | | 媒体采访 ☐ | ☐业绩说明会 | | | | 投资者关系 | ☐ 新闻发布会 | ☐ 路演活动 | | | | 活动类别 | 现场参观 ☐ | | | | | | | ☐其他（请文字说明其他活动内容） | | | | 参与单位名 | 海通证券 | 张翠翠、国元证券 | 李靖、瑞特资产 | 戴宁杰、有谱投资 朱厚中、 | | 称及人员姓 | 附加值投资 | 周浩锋、翼融资 ...

截至12月29日收盘，和顺科技收于每股58.34元，全天换手率达8.16%，振幅达18.18%，全天成交3.10亿 元。 近期，商业航天板块利好频出。政策方面，2025年12月26日上交所发布《商业火箭企业适用科创板第五 套上市标准指引》明确规定，允许未盈利但具备核心技术的商业火箭企业上市。此外在资本开支方面， SpaceX计划2026年IPO，估值或达1.5万亿美元，募资300亿—500亿美元用于星舰发射能力提升与星链扩 张，这导致全球商业航天关注度得到大幅提升，相关产业链或收益。因此，商业航天相关产业链也受到 了金融市场的关注。 此举标志着公司碳纤维产业链布局的关键核心环节已落地，为公司在高性能碳纤维领域的持续发展奠定 了坚实基础。公告称，未来，公司将严格按照既定计划，稳步向T1000级、M级等更高性能标准的碳纤 维产品方向有序开展聚合、纺丝等剩余环节的联调联试工作，力争全面达成项目建设目标，为公司长远 发展注入新的增长动力。 在商业航天领域，碳纤维复合材料广泛应用于卫星、火箭等航天装备的核心结构部件，例如卫星的波纹 承力筒、太阳电池阵基板、连接架、支架等关键构件，均需依托碳纤维材料的轻质高强特性实现性能 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 调研基本情况 杭州和顺科技股份有限公司（以下简称"和顺科技"）于2025年12月18日下午15:00-16:00在公司会议室举 行特定对象调研活动。长信基金陈言午、山楂树基金陈静及投资人高智勇参与了本次调研，公司董事会 秘书、财务总监吴学友及证券事务代表俞晓露负责接待并就公司经营情况与发展规划等问题与调研机构 进行了深入交流。 公司概况与核心业务 点击查看公告原文>> 碳纤维项目进展：碳化试车成功 瞄准航空航天高端应用 调研中，碳纤维项目进展成为关注焦点。公司透露，其碳纤维基材产品碳化环节已顺利试车，该产品定 位于高性能领域，核心应用场景包括航空航天、高端装备制造等对材料性能有严苛要求的领域。 "目前公司已与相关领域下游客户展开初步接触与沟通，后续将按行业规范及客户需求推进产品送样、 检测与认证工作。"公司表示，相关进展将根据信息披露要求及时公告。对于扩产计划，公司强调将综 合考量市场需求变化、产品认证进展、技术迭代节奏及行业竞争格局等多重因素审慎决策，产能规划将 结合市场反馈与经营发展需要稳步推进。 经营策略：灵活定价应对市场 聚焦差异化竞争 在问及产品定价 ...

本次和兴碳纤维碳化环节生产线联调联试的圆满成功，是公司在碳纤维领域布局的重要里程碑，对公司 完善产业链布局、强化核心竞争优势具有积极且深远的影响。此举标志着公司碳纤维产业链布局的关键 核心环节已落地，为公司在高性能碳纤维领域的持续发展奠定了坚实基础。未来，公司将严格按照既定 计划，稳步向T1000级、M级等更高性能标准的碳纤维产品方向有序开展聚合、纺丝等剩余环节的联调 联试工作，力争全面达成项目建设目标，为公司长远发展注入新的增长动力。 格隆汇12月15日丨和顺科技(301237.SZ)公布，控股子公司杭州和兴碳纤维科技有限公司（简称"和兴碳 纤维"）投资建设的年产350吨M级碳纤维项目，于2024年6月开工建设，经过多阶段稳步推进，于近日 顺利完成碳化环节生产线联调联试工作。经专业机构及公司技术团队严格检测验证，本次联调联试产出 的T800级碳纤维产品性能指标达到国际先进水平，相关生产线已顺利进入连续、稳定运行阶段。 ...

本次和兴碳纤维碳化环节生产线联调联试的圆满成功，是公司在碳纤维领域布局的重要里程碑，对公司 完善产业链布局、强化核心竞争优势具有积极且深远的影响。此举标志着公司碳纤维产业链布局的关键 核心环节已落地，为公司在高性能碳纤维领域的持续发展奠定了坚实基础。未来，公司将严格按照既定 计划，稳步向T1000级、M级等更高性能标准的碳纤维产品方向有序开展聚合、纺丝等剩余环节的联调 联试工作，力争全面达成项目建设目标，为公司长远发展注入新的增长动力。 格隆汇12月15日丨和顺科技(301237.SZ)公布，控股子公司杭州和兴碳纤维科技有限公司（简称"和兴碳 纤维"）投资建设的年产350吨M级碳纤维项目，于2024年6月开工建设，经过多阶段稳步推进，于近日 顺利完成碳化环节生产线联调联试工作。经专业机构及公司技术团队严格检测验证，本次联调联试产出 的T800级碳纤维产品性能指标达到国际先进水平，相关生产线已顺利进入连续、稳定运行阶段。 ...

Core Viewpoint - The successful completion and production of a high-performance carbon fiber project in Shanxi marks a significant breakthrough in the domestic mass production of T1000-grade carbon fiber, which is crucial for various high-tech and defense applications [1][3][5]. Group 1: Project Overview - The high-performance carbon fiber project in Datong City, Shanxi, has completed construction and is now in production, achieving a key milestone in the domestic mass production of T1000-grade carbon fiber [1][5]. - The first phase of the project will have a demonstration production line with a capacity of 200 tons per year, set to commence full construction in June 2024 and complete by November 30, 2025 [5]. Group 2: Material Properties - The T1000-grade carbon fiber produced has a single filament diameter of only 6 to 7 micrometers, less than one-tenth the thickness of a human hair, yet boasts a tensile strength exceeding 6400 MPa [5]. - This carbon fiber has a density that is only one-fourth that of steel, while its strength is over five times greater than that of steel [5]. - A one-meter long bundle of this carbon fiber weighs just 0.5 grams but can support a load of over 200 kilograms, showcasing its exceptional strength-to-weight ratio [5]. Group 3: Applications and Significance - The T1000-grade carbon fiber integrates core advantages such as high strength, lightweight, high and low-temperature resistance, corrosion resistance, low friction, and good thermal and electrical conductivity, earning it the title of "the strongest material on Earth" [5]. - The project is expected to reduce reliance on imported high-end carbon fibers and has significant implications for national strategic material security, with applications in defense, aerospace, rail transportation, and low-altitude economy sectors [3][5].

Core Viewpoint - The successful completion and production launch of Huayang Group's high-performance carbon fiber project in Datong City marks a significant breakthrough in the domestic mass production of T1000-grade carbon fiber, contributing to Shanxi Province's high-quality development and comprehensive transformation [1][2]. Group 1: Project Overview - The first phase of the project features a demonstration production line with a capacity of 200 tons per year, which began construction in June 2024 and completed production on November 30, 2023 [2]. - The T1000-grade carbon fiber produced has a single filament diameter of only 6 to 7 micrometers, less than one-tenth the thickness of a human hair, yet boasts a tensile strength exceeding 6400 MPa [2]. Group 2: Material Properties and Applications - The density of the T1000-grade carbon fiber is only one-fourth that of steel, while its strength is over five times that of steel [2]. - A one-meter-long bundle of Huayang carbon material T1000-grade carbon fiber weighs only 0.5 grams but can support loads exceeding 200 kilograms [2]. - T1000-grade carbon fiber integrates core advantages such as high strength, lightweight, high and low-temperature resistance, corrosion resistance, wear resistance, and good thermal and electrical conductivity, making it widely applicable in aerospace, rail transportation, and low-altitude economy sectors [2].

杭州和顺科技股份有限公司 证券代码：301237 证券简称：和顺科技 投资者关系活动记录表 | | 亿"重点项目政策倾斜及杭州钱塘新区优质营商环境支持，各环节无缝衔 | | --- | --- | | | 接推动项目高效落地。 | | | 2、公司的竞争对手有哪些？ | | | 答：公司始终对标全球新材料行业标杆日本东丽，无论是深耕多年的 | | | 薄膜业务，还是战略布局的碳纤维赛道，均以技术引领为核心导向，持续 | | | 攻坚高端领域，致力于成为新材料行业技术引领者。 | | 附件清单（如 | 无 | | 有） | | | 日期 | 2025年11月29日 | 编号：2025-016 | | 特定对象调研 分析师会议 ☐ | | | --- | --- | --- | | ☐ | 媒体采访 ☐业绩说明会 | | | 投资者关系 ☐ | 新闻发布会 路演活动 ☐ | | | 活动类别 ☐ | 现场参观 | | | | ☐其他（请文字说明其他活动内容） | | | 参与单位名 称及人员姓 | 财通证券 沈志滨、葆光资管 任为民、投资人 严 | 詹文俊、九纬私募基金 | | | 小平、陈勇勇 | | | 名 ...

Core Viewpoint - The successful production of domestically manufactured T1000-grade high-performance carbon fiber in Shanxi marks a significant breakthrough in the large-scale production of high-performance carbon fiber in China, which is crucial for various strategic industries [1][5]. Group 1: Project Overview - The high-performance carbon fiber project in Datong, Shanxi, has completed its construction and is now in production, achieving a key milestone in the domestic production of T1000-grade carbon fiber [1]. - The first phase of the project includes a demonstration production line with a capacity of 200 tons per year, set to commence full construction in June 2024 and expected to be operational by November 30, 2025 [5]. Group 2: Product Characteristics - The T1000-grade carbon fiber produced has a single filament diameter of only 6 to 7 micrometers, which is less than one-tenth the thickness of a human hair, yet it boasts a tensile strength exceeding 6400 MPa [5]. - This carbon fiber has a density that is only one-fourth that of steel, while its strength is over five times greater than that of steel, demonstrating its exceptional lightweight and high-strength properties [5]. - A one-meter long bundle of this carbon fiber weighs only 0.5 grams but can support a load of over 200 kilograms, showcasing its remarkable load-bearing capacity [5]. Group 3: Applications and Significance - The T1000-grade carbon fiber integrates core advantages such as high strength, lightweight, high and low-temperature resistance, corrosion resistance, wear resistance, and good thermal and electrical conductivity, making it a "super material" [5]. - The production of this carbon fiber is expected to reduce China's reliance on imported high-end carbon fibers and has significant implications for national defense, aerospace, rail transportation, and low-altitude economy sectors, thereby ensuring the security of strategic materials [3][5].

Core Viewpoint - The successful completion and production of a high-performance carbon fiber project in Shanxi marks a significant breakthrough in the domestic mass production of T1000-grade carbon fiber, which is crucial for various high-tech and defense applications in China [1]. Group 1: Project Overview - The high-performance carbon fiber project in Datong City, Shanxi, has achieved the domestic mass production of 12K small tow T1000-grade carbon fiber [1]. - The first phase of the project includes a demonstration production line with a capacity of 200 tons per year, set to commence full construction in June 2024 and complete production by November 30, 2025 [1]. Group 2: Product Specifications - The T1000-grade carbon fiber produced has a single filament diameter of only 6 to 7 micrometers, which is less than one-tenth the thickness of a human hair, yet it boasts a tensile strength exceeding 6400 MPa [1]. - The density of this carbon fiber is only one-fourth that of steel, while its strength is over five times that of steel [1]. - A one-meter long bundle of this carbon fiber weighs just 0.5 grams but can support over 200 kilograms of load [1]. Group 3: Applications and Significance - The T1000-grade carbon fiber integrates core advantages such as high strength, lightweight, high and low-temperature resistance, corrosion resistance, wear resistance, and good thermal and electrical conductivity, making it an exceptional material [1]. - This development breaks China's reliance on imported high-end carbon fiber and has significant applications in national defense, aerospace, rail transportation, and low-altitude economy, playing a vital role in ensuring the security of national strategic materials [1].