Core Insights - Yuanli Co., Ltd. engaged in discussions with two institutions, including Xinda Securities, focusing on technology development, product innovation, market expansion, and new energy carbon materials business [1][2] Group 1: Technology and Innovation - Technology innovation is central to Yuanli's sustainable development, with a focus on comprehensive utilization of thermal energy and reducing consumption through R&D and technological upgrades [3] - The company aims to optimize production processes to enhance the stability of three main products: activated carbon, sodium silicate, and silica gel [3] - Yuanli is committed to improving production line efficiency and environmental standards while reducing costs and increasing efficiency through "technology application, process improvement, and equipment enhancement" [3] Group 2: Activated Carbon Product Layout - Yuanli is expanding its activated carbon product range towards full-category and high-end development, including wood-based powdered activated carbon, bamboo-based granular activated carbon, and fruit shell activated carbon [4] - These products find applications across various sectors such as fermentation, food, pharmaceuticals, chemicals, and water treatment [4] Group 3: Market Expansion Strategy - To consolidate market advantages, Yuanli employs flexible sales strategies to increase market share in traditional sectors and enhance bargaining power [5] - The company is expanding the production and sales scale of granular and coconut shell activated carbon while enhancing high-end product market development through exhibitions and forums [5] - Yuanli is focusing on creating a "one-stop overall solution" capability and improving marketing management to increase customer loyalty and promote activated carbon sales growth [5] Group 4: New Energy Carbon Materials Progress - Yuanli's new energy carbon materials business is off to a good start, with bulk production and sales of supercapacitor carbon, hard carbon, and porous carbon [6] - The company is steadily advancing the "2,000 tons annual production of porous carbon construction project," which is expected to become a new growth driver [6]

Group 1: Company Overview and Innovation Plans - The company emphasizes that technological innovation is the core of its sustainable development, focusing on research and development (R&D) and technological transformation to optimize production processes and enhance product quality stability for activated carbon, sodium silicate, and silica gel [1] - The company aims to improve production line efficiency and environmental standards through "technology application, process improvement, and equipment enhancement," while steadily advancing towards decarbonization [1] - The company plans to explore new products and applications in activated carbon, leveraging its technical foundation to develop specialized activated carbon products, aiming for a "develop one generation, produce one generation, and reserve one generation" strategy for long-term growth [1] Group 2: Product Development and Market Expansion - The company has developed a wide range of activated carbon products, including bamboo-based granular activated carbon, fruit shell activated carbon, coconut shell carbon, supercapacitor activated carbon, biomass hard carbon, and porous carbon, which are applied in various industries such as fermentation, food additives, pharmaceuticals, chemicals, water treatment, environmental protection, catalyst carriers, and new energy carbon materials [2] - The company intends to strengthen its market position in the activated carbon industry by adopting flexible sales strategies to expand market share in traditional sectors and enhance product pricing power [2] - The company is actively developing high-end activated carbon products and utilizing exhibitions, forums, and seminars to enhance its industry image and promote a "one-stop overall solution" capability [2] Group 3: New Energy Carbon Materials - The company reports that its new energy carbon materials, including supercapacitor carbon, hard carbon, and porous carbon, have started well, achieving mass production and sales, and are expected to become a new growth driver for the company [2] - The company is progressing with the "2,000 tons per year porous carbon construction project" to further enhance its production capacity [2]

Core Viewpoint - The article emphasizes the urgent need for innovation in battery technology driven by the transition to low-carbon energy structures, highlighting the importance of new materials and manufacturing processes in the development of next-generation batteries [2][3]. Group 1: Conference Background - The conference focuses on the challenges and advancements in new energy carbon materials and battery technologies, aiming to break through technical bottlenecks and diversify battery applications [3]. - Key requirements for battery technology include high energy density (≥500Wh/kg), rapid charging (80% in 15 minutes), long cycle life (≥15,000 cycles), low cost, wide temperature range, and high safety [2]. Group 2: Organizational Structure - The conference is organized by DT New Materials and supported by various institutions, including the National Supercapacitor Engineering Research Center and several automotive and battery companies [5]. Group 3: Agenda Overview - The agenda includes discussions on the current state of porous carbon industry, key synthesis technologies, and the application trends of silicon-carbon anodes in high-capacity batteries [6][7]. - Topics also cover advancements in solid-state batteries, sodium batteries, and their applications in energy storage and eVTOL (electric Vertical Take-Off and Landing) technologies [7]. Group 4: Registration Information - Registration fees are set at ¥1,200 for corporate or research representatives and ¥800 for students for online payment, with higher fees for on-site registration [8].

Core Viewpoint - The company has successfully completed its employee stock ownership plan, reflecting management's confidence in the company's future development and stability in stock price [3][5]. Group 1: Employee Stock Ownership Plan - The company completed its employee stock ownership plan by acquiring 2.6217 million shares at a price of 14.83 yuan per share, which represents 0.72% of the total share capital [3][5]. - A total of 285 employees participated in the plan, with 8 senior management and supervisors accounting for 9.23% of the total shares subscribed [4]. - The plan aims to stabilize stock prices and protect shareholder interests, demonstrating management's confidence in the company's prospects [5]. Group 2: Production and Sales Performance - In 2024, the company achieved an activated carbon production capacity of 149,900 tons, with a utilization rate of 98.68%, and sales of 150,200 tons, reflecting a year-on-year increase of 17.86% [6]. - The company maintained its leading position in the industry for several consecutive years in terms of production, sales, and export volumes [6]. - The sodium silicate production capacity reached 207,200 tons, with a utilization rate of 96.13%, and sales of 197,800 tons, showing a year-on-year decrease of 42.47% [6]. - The silica gel production capacity was 26,000 tons, with a utilization rate of 106.90%, and sales of 28,100 tons, reflecting a year-on-year increase of 10.62% [6]. Group 3: New Energy Carbon Materials Development - The company successfully launched its first porous carbon production line in 2024, laying a solid foundation for the industrialization of new energy carbon materials [7]. - Hard carbon and porous carbon have achieved mass production, enhancing the product matrix and accelerating the formation of new growth drivers for the company [7]. - The company announced a change in the use of raised funds from a previous project to support the construction of a new porous carbon production project, further strengthening its position in the new energy carbon materials sector [7].