Core Viewpoint - Jiangsu Tiannai Technology Co., Ltd. is preparing for its 2024 Annual General Meeting, focusing on maintaining shareholder rights and ensuring orderly proceedings [1][2][3]. Meeting Procedures - The meeting will require attendees to verify their identity and sign in 45-15 minutes before the start [1][2]. - The meeting will follow a predetermined agenda for discussing and voting on proposals [2][3]. - Shareholders have the right to speak, inquire, and vote during the meeting, with specific rules governing the conduct of discussions [2][3][4]. Financial Performance - In 2024, the company achieved a revenue of 1,448.16 million yuan, a year-on-year increase of 3.13%, while the net profit attributable to shareholders was 250.20 million yuan, a decrease of 15.80% [7][20]. - The company maintained a market share of 53.2% in China's carbon nanotube conductive paste market, leading the industry [7][20]. Governance and Management - The company has strengthened its internal control systems and optimized various business processes to ensure compliance and operational efficiency [8][9]. - The board of directors has actively communicated with major shareholders to gather feedback on operational and strategic matters [9][10]. Future Plans - The company aims to enhance its research and development efforts, focusing on expanding the application of carbon nanotubes in various fields, including lithium batteries and conductive plastics [15][16]. - Plans for 2025 include maintaining steady business growth and significant breakthroughs in new product lines [22].

Core Viewpoint - Single-walled carbon nanotubes (SWCNTs) are experiencing a significant growth phase due to their superior properties compared to multi-walled carbon nanotubes (MWCNTs), particularly in applications such as lithium batteries and solid-state batteries, with the global market for SWCNT slurry expected to reach approximately 1.6 billion yuan in 2024 and 17.8 billion yuan by 2030 [1][13]. Group 1: Overview of Single-Walled Carbon Nanotubes - Carbon nanotubes are tubular nanostructures made of graphite crystals, categorized into single-walled and multi-walled types, with distinct physical properties due to structural differences [2][4]. - SWCNTs have a higher specific surface area, finer diameter, longer length, and better graphitization, leading to superior performance, including conductivity that exceeds MWCNTs by over ten times [4][5]. Group 2: Market Status of Single-Walled Carbon Nanotubes - The production methods for SWCNTs include arc discharge, laser ablation, and chemical vapor deposition (CVD), with CVD being the most common due to its cost-effectiveness and scalability [7][8]. - The SWCNT market is expected to grow significantly, driven by the increasing demand for conductive agents in lithium batteries, with a projected total shipment of conductive agents in China reaching 52,000 tons in 2024, a 13% year-on-year increase [17]. Group 3: Industry Chain of Single-Walled Carbon Nanotubes - The industry chain includes upstream equipment and raw material suppliers, with key materials affecting production costs and quality, and downstream applications primarily in lithium batteries and composite materials [15]. Group 4: Corporate Landscape of Single-Walled Carbon Nanotubes - Major players in the SWCNT market include OCSiAl, Tianai Technology, and Dao's Technology, with OCSiAl being the largest global supplier, while Tianai Technology is noted for its early industrialization efforts in China [22][24]. Group 5: Development Trends of Single-Walled Carbon Nanotubes - The SWCNT industry is expected to see continuous optimization of production processes, expansion of market size driven by the growth of the electric vehicle market, and high industry concentration due to significant technological barriers [25].

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□ 王冀宁陈红喜陶佳佳 《"十四五"原材料工业发展规划》中明确提出，把握新材料技术与信息技术、纳米技术、智能技术等融 合发展趋势，推动新的主干材料体系化发展，强化应用领域的支持和引导。其中,纳米材料是新材料领 域最具发展潜力的前沿方向之一。江苏应立足制造强省优势，实施"建链补链强链延链"工程，锻造国内 领先、国际一流的全链条纳米材料产业集群，助力我国在全球科技博弈中掌握主动权。 为应对挑战，江苏需从各维度发力，全面提升纳米材料产业链韧性。 重构"建"链机制，提升产业发展效率。加大金融扶持力度。拓展全省纳米材料产业主题基金支持范围和 力度，对新材料领域急需的进口关键生产设备给予税收优惠。充分发挥省政府产业引导基金撬动作用， 吸引社会资本投资纳米技术项目，对创新性好、产业化潜力大的项目给予全链条创业资金资助。完善顶 层设计布局。建立"实验—中试—应用推广"一体化的研发体系，为中小企业提供新材料定制开发、中试 工程、产线设计等研发服务，重点解决"技术开发"环节难题，避免低水平重复建设和恶性竞争。融合智 能技术缩短开发周期。加快突破纳米材料产业发展的工程化问题，提高新材料的基础支撑能力，发 展"理性设计—高效实验—大 ...

Core Viewpoint - The company focuses on the research and development of nanomaterials technology, specifically high-performance multifunctional nanofilms, and aims to provide customized coating solutions and equipment to meet diverse customer needs [3][14][29]. Company Overview - The company is engaged in the research and development of nanomaterials technology, primarily producing high-performance multifunctional nanofilms and providing corresponding coating services [3][14]. - The company has developed various models of nanofilm coating equipment, which have been mass-produced and are used for preparing nanofilms [12][14]. Business Model - The company adopts an "order-based production" model for nanofilm preparation, utilizing both external and centralized production methods to meet customer demands [24][25]. - The company’s revenue is generated through customized nanofilm products and coating services, as well as the sale of nanofilm coating equipment [14]. Industry Situation - The new materials industry, including nanomaterials, is a strategic emerging industry in China, with significant government support and a clear development roadmap [29][30]. - The global market for nanofilms is projected to grow from approximately $14.18 billion in 2023 to over $66.35 billion by 2032, with a compound annual growth rate (CAGR) of 18.7% [32][33]. Technological Advantages - The company utilizes PECVD (Plasma-Enhanced Chemical Vapor Deposition) technology, which integrates various advanced techniques to produce high-quality nanofilms, providing a competitive edge in the market [35][36]. - The company has developed a new generation of equipment that combines PECVD and CVD processes, enhancing the stability and performance of the produced films [13][14]. Market Applications - The company’s nanofilms are widely used in consumer electronics, automotive, medical devices, and other industries, addressing diverse protective needs such as waterproofing, corrosion resistance, and surface modification [33][41][44]. - In the automotive sector, the demand for protective coatings is increasing due to the growing complexity of electronic components in electric vehicles [40][41]. Future Development Trends - The company is positioned to benefit from the increasing demand for nanofilms in various applications, particularly in consumer electronics and automotive industries, driven by technological advancements and market growth [39][40]. - The company aims to strengthen its research and development capabilities to maintain its competitive position and expand its market share in the nanomaterials industry [38].