证券日报网讯易成新能（300080）10月23日在互动平台回答投资者提问时表示，公司始终专注于"高端 碳材、新型储能"两大主业的深化发展，并积极关注与上市公司主业具有协同效应的优质资产与产业机 会。未来，公司如有资产注入等重大安排，将严格按照相关法律法规及监管要求，及时履行内部决策程 序并进行信息披露，敬请广大投资者以公司在指定媒体发布的公告为准。 ...

证券日报网讯易成新能（300080）10月23日在互动平台回答投资者提问时表示，当前，公司正紧密围 绕"高端碳材、新型能源"两大主业，深化产业链布局，一是做大做强碳材料主业，通过战略性重组、专 业化整合，完善上下游产业链，降低生产成本，提高产品附加值，提升市场占有率，推动公司在碳材料 领域的持续发展与壮大。二是加速推进源网荷储项目落地，充分利用发行债券、引入外部资本等多元化 融资渠道，为源网荷储项目提供资金支持，加速推进项目落地，加快抢占市场步伐。 ...

每经AI快讯，有投资者在投资者互动平台提问：请问公司是否参加了9.17世界储能大会，后面有没有新 的发展规划？ （记者 王瀚黎） 易成新能（300080.SZ）9月18日在投资者互动平台表示，公司未参加9.17世界储能大会，公司后续的发 展规划仍将紧密围绕"高端碳材、新型储能"主业，持续完善产业链布局，推动公司持续发展与壮大。 ...

Group 1 - The core product of Yicheng New Energy is graphite electrodes, and the company possesses a complete industrial chain in the graphite electrode industry, including needle coke, binder pitch, ultra-high power graphite electrodes (UHPΦ350mm-Φ800mm), and special graphite materials [1] - The company focuses on "high-end carbon materials" and "new energy storage" as its core business [1] - In the first half of 2025, the company will achieve control over Meishan Lake Company through equity acquisition, further enhancing its graphite electrode production capacity, and currently has no plans to divest this company [1]

Group 1: Future Development Strategy - The company aims to leverage national policies and opportunities to optimize its industrial layout through the "East Introduction, West Advancement, and Going Abroad" strategy [3] - Collaboration with Ningde Times for energy storage projects enhances the company's capabilities in integrated energy solutions [3] - Plans to establish production bases in the western regions to reduce costs and strengthen supply chain resilience [3] Group 2: High-end Carbon Materials and New Energy Storage - The company has successfully acquired Shanxi Meishanhu Company to enhance its high-end carbon materials sector, reducing energy costs by over 30% compared to average levels in Henan [3] - The integration of all-vanadium flow battery technology with lithium iron phosphate battery systems aims to create a comprehensive energy storage solution [4] Group 3: Financing and Project Acceleration - The company utilizes diverse financing channels, including bond issuance and external capital, to support the rapid development of its source-network-load-storage projects [5] - Currently, the company has approximately 1 GW of wind and solar power stations, generating around 1 billion kWh annually [5] Group 4: "14th Five-Year" Development Plan - The plan focuses on cost reduction and efficiency improvement in high-end carbon materials while tapping into the trillion-yuan market for new energy storage technologies [6] - Emphasis on enhancing the influence of special asphalt, needle coke, and graphite electrode industries [6] Group 5: Cost Reduction and Efficiency Measures - The company has implemented a cost management system that covers all major subsidiaries, significantly aiding operational efficiency [7] Group 6: Synergy with China Pingmei Shenma Group - The collaboration with China Pingmei Shenma Group allows for integrated development from coal tar to needle coke and ultra-high power graphite materials, enhancing market competitiveness [9] Group 7: ESG Strategy and Green Production - The company is committed to energy conservation and green production, with plans to achieve 1 GW of grid-connected power stations by 2025, supplying over 1 billion kWh of green electricity annually [10] Group 8: Financial Management and Shareholder Returns - The company focuses on cost control and optimizing capital structure to ensure financial health and sustainable development [11] - A reasonable dividend policy will be established based on profitability and cash flow to ensure stable returns for shareholders [12] Group 9: Capital Operations and Mergers - The company seeks acquisition opportunities in the upstream and downstream of the industry chain, particularly in high-end carbon materials and new energy storage [12]

Group 1: Company Performance and Financials - In Q1 2025, the company's revenue increased by 9.50% year-on-year, and losses narrowed by 31.26% [5] - In 2024, the company experienced a revenue decline of 65.38% and a net loss of 850 million yuan [6] - The sale of Pingmei Longji equity is expected to reduce losses and the funds will be used for high-value projects in "high-end carbon materials and new energy storage" [10] Group 2: Market Position and Strategy - The company is focusing on high-end carbon materials and new energy storage as its strategic direction [3] - The company has established a specialized supply chain management company to enhance internal collaboration and optimize sales policies [10] - The total production capacity for graphite electrodes is expected to exceed 100,000 tons following the acquisition of Meishan Lake [8] Group 3: Research and Development - The company has increased R&D investment, maintaining a steady rise in 2024 and Q1 2025 [6] - In 2024, the company achieved several technological innovation awards, enhancing its R&D capabilities [4] Group 4: Competitive Advantages - Core competitive advantages include project-driven focus, brand effect, internal management enhancement, and technological innovation [5] - The company aims to strengthen its core competitiveness through internal and external collaboration [5] Group 5: Industry Context and Challenges - The company faces intensified competition in the photovoltaic industry, leading to a decrease in battery sales [6] - The rapid pace of technological updates poses a challenge to existing production capacities [3]