【DT新材料】 获悉，5月30日， 中简科技 发布公告，公司拟以自有资金投资建设高性能碳纤维产品项目， 总投资金额为14.02亿元，项目建设时间预 计36个月，项目建设规模为年产2000吨高性能碳纤维（涵盖T700级以上的高强型碳纤维）及配套产品项目，扩大聚丙烯腈原丝、碳纤维及碳纤维织物 的生产规模，增加高性能碳纤维的供应量 。 扩产原因主要是，随着下游应用领域的持续拓展和市场需求的快速增长，该公司现有碳纤维产能已难以满足客户持续需求，制约了其在技术创新、质量 提升和应用开发等方面的优势发挥，该公司亟需通过产能扩张来提升市场响应速度和供应保障能力。 中简科技目前主力产品为ZT7（性能高于T700级）和ZT9（性能对应T1000/T1100级）系列碳纤维产品， ZT7系列一、二期产能合计420吨，三期项目 （3条200吨ZT9系列）已经投产，且正在朝设计产能爬坡 。本次项目属于公司规划的四期项目，新建产能规模已经超过公司现有产能。 其中，核心产品ZT7系列碳纤维已批量供应军用战机、导弹卫星等尖端装备。此外， 公司正攻坚C919/C929预浸料国产化，技术指标直指日本东丽 TORAYCA®系列。若成功替代进口，单 ...

Financial Performance - In 2024, the company achieved a revenue of CNY 2.45 billion, a decrease of 2.69% year-on-year [2] - Net profit attributable to shareholders was CNY 741 million, down 15.12% year-on-year [2] - The return on equity (ROE) was 13.50%, a decline of 3.50 percentage points compared to the previous year [2] Segment Performance - Carbon fiber segment revenue was CNY 1.45 billion, down 12.91% year-on-year [3] - General new materials segment revenue was CNY 234 million, down 12.86% year-on-year [3] - Energy new materials segment revenue increased by 25.81% to CNY 537 million [3] - Composite technology segment revenue grew by 15.60% to CNY 107 million [3] - Precision machinery segment revenue rose by 161.20% to CNY 89 million [3] - Light technology segment revenue increased by 28.27% to CNY 25 million [3] Market Challenges - The decline in performance was primarily due to a downturn in the carbon fiber and prepreg sectors, with a notable drop in demand for T300 grade fibers [3] - The T300 fiber segment saw a revenue decrease of 39.4%, totaling CNY 516 million [3] - The market price for high-performance industrial carbon fibers dropped significantly, impacting revenue [3] Strategic Initiatives - The company is focusing on high-end applications and continuous product innovation to meet emerging market needs [2] - A total of 169 new patents were achieved in 2024, reflecting ongoing R&D efforts [3] - The company is expanding its applications in various sectors, including aerospace, automotive, and renewable energy [6] Future Outlook - The carbon beam business is expected to see a recovery in 2025, driven by existing orders [11] - The company anticipates stable demand for T300 grade products in the coming years [7] - The Bagou project is projected to incur losses in 2025 due to high fixed costs from initial investments [12] Customer and Contract Insights - The company is actively negotiating contracts for the CCF700G product, with ongoing supply [4] - The delivery pace for traditional products is expected to improve in 2025 [4] - The company has secured contracts for T800 grade fibers, with a focus on stable supply for large aircraft applications [5]