关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 宁夏百川新材料 紧跟国内市场需求，充分利用公司现有煤系针状焦生产装置的优势，加大新产品、新工艺的研发力度，在等静压石墨用沥青焦的生产技术方 面实现了重大突破，开发出多款具有低CTE、高强度，热导率和电导率较好等优异性能的高端沥青焦熟焦，可应用于精密模具、半导体和光伏热场材料、核石 墨与航天军工材料等市场所需高端等静压石墨的生产，已通过多家国内头部等静压石墨企业的评测并进行合作，大大降低了其生产成本，真正实现了进口替 代，助力下游企业打破国外市场垄断地位。 未来宁夏百川新材料将继续秉承开放兼容、自主创新的可持续发展理念，不断攻克行业尖端技术，开发前沿高端产品，持续引领行业变革。 END 本文来源： 宁夏百川新材料 宁夏百川新材料： 成功开发出性能优异高端沥青焦熟焦应用于等静压石墨领域取代国外原料垄断，助力国内炭素企业高端等静压石墨应用的发展。 等静压石墨，以其出色的物理和化学特性，在 航空航天、核工业、军工、石油化工、电力电子 等领域中均有广泛应用。目前国内等静压石墨等特种石墨的核 心原料--高端沥青焦熟焦仍主要依赖进口 ...

Group 1 - The core initiative of Fangda Group is to strengthen its high-level talent team to support the high-quality development of the new materials industry, with a focus on the carbon sector [1][2] - The training program, themed "Forge Ambition and Seek the Future," lasts for one month and includes military training, corporate culture dissemination, and technical discussions [2][3] - Fangda Carbon's subsidiary Chengdu Carbon Material is recognized as a "little giant" enterprise and a high-tech enterprise, emphasizing its strong R&D capabilities and industry transformation experience [2] Group 2 - The Chairman of Fangda Carbon highlighted the importance of integrating personal ideals with national new materials industry development, urging new talents to embrace the company's cultural ethos of "Party building as the soul" [2][3] - The training aims to cultivate a practical spirit among new employees, encouraging them to transform theoretical knowledge into solutions for critical industry challenges [3] - The program is designed not only as an onboarding education but also as a resilience training camp to foster a strong commitment to high-quality development within the carbon sector [3]

Core Viewpoint - The interview with the Secretary of the Board of Directors of Fangda Carbon emphasizes the company's commitment to technological innovation, green low-carbon practices, and intelligent transformation to drive the carbon industry towards high efficiency, high added value, and sustainability [4][8]. Company Overview - Fangda Carbon has been a leader in the carbon industry for 60 years, with an annual production capacity of 260,000 tons of carbon products and 354,000 tons of raw materials, positioning itself as a top-quality carbon product production and supply base globally [6]. - The company produces a variety of products including graphite electrodes, carbon bricks, isostatic graphite, nuclear graphite materials, graphene materials, and various raw materials [6]. Financial Performance - In the first half of 2025, the company experienced a decline in revenue and net profit due to macroeconomic conditions, reduced downstream market demand, and intensified market competition [6]. - Despite the challenges, the company maintains a competitive advantage through a well-structured industrial layout, resource sharing, centralized R&D, and a complete product system [6]. Strategic Initiatives - The company focuses on "stabilizing traditional business, expanding emerging business, and strengthening collaboration" to ensure a balanced and synergistic development between traditional and new businesses [10]. - Fangda Carbon aims to leverage cash flow from traditional businesses to support the incubation of new businesses while using technological innovation to upgrade traditional industries [10]. Innovation and R&D - Fangda Carbon invests significantly in R&D, with ongoing projects including three national-level major science and technology projects and six provincial-level projects, holding 77 patents [12]. - The company has achieved 40 technological achievements and new products, including advanced graphite electrodes and graphene products, which are being promoted in various markets [13][14]. Environmental Commitment - The company has invested over 200 million yuan in environmental upgrades, earning recognition as a "green factory" and a "waste-free enterprise" [14]. - Fangda Carbon is advancing its digital transformation with a nearly 100 million yuan investment to establish the industry's first "5G + Carbon Intelligent Manufacturing Fully Connected Factory" [14].

Core Viewpoint - The company, Suotong Development, is expected to achieve significant profit growth in the first half of 2025, with a projected net profit increase of over 13 times, highlighting its competitive edge in a tight industry balance [2][3]. Group 1: Financial Performance - The company anticipates a net profit attributable to shareholders of 4.5 billion to 5.4 billion yuan, representing a year-on-year growth of 1335.37% to 1622.45% [2]. - The net profit after deducting non-recurring items is also expected to be in the same range, with a growth of 300.39% to 380.47% [2]. Group 2: Competitive Strategy - The company has successfully transformed its core competencies, including quality production capacity, technological barriers, and customer resources, into outstanding financial performance [3]. - A unique business model of "strong alliances and joint ventures" with major downstream aluminum electrolysis companies has been established, ensuring a stable customer base [3]. - New production capacities from joint ventures with quality customers have led to significant year-on-year increases in production and sales [3]. Group 3: Market Dynamics - The upstream prebaked anode industry benefits from a tight supply-demand balance in the electrolytic aluminum market, providing sustained demand for the company's products [4]. - The market prices for prebaked anodes in various regions of China have seen significant increases, with growth rates ranging from 18.38% to 24.43% [4]. Group 4: International Expansion - The company has experienced substantial growth in overseas orders, reflecting increased brand recognition and customer trust [5]. - A joint venture with Emirates Global Aluminium (EGA) is planned to establish an anode production facility in the UAE, with an initial capacity of 300,000 tons per year [5][6]. - The company is recognized for its innovative capabilities, being the only listed company in the carbon material industry for aluminum, with products supported by 127 patents [6]. Group 5: Technological Advancements - The integration of AI and new production capabilities has significantly reduced costs and improved efficiency, enhancing the company's long-term competitiveness [7]. - The company is leveraging its extensive procurement advantages and multi-site factory distribution to implement smart production systems, resulting in notable cost reductions [7].

Core Insights - The carbon industry is at a crossroads due to deep adjustments in the global economic landscape and accelerated industrial transformation, prompting companies to innovate and optimize resource allocation to maintain competitive advantages [3][4][5] Group 1: Industry Challenges and Strategies - The carbon industry faces downward pressure from fluctuating raw material prices, reduced demand in the steel sector, and complex international economic conditions, leading to sustained low prices for graphite electrode products and decreased profitability [4][5] - The company emphasizes the importance of refining internal capabilities during industry downturns, focusing on market-oriented strategies and fine management to enhance resource allocation efficiency and maintain leading profitability [4][5] - The company is investing in smart upgrades to improve automation in key production processes, exemplified by a collaboration with Jingtai Technology to develop an intelligent dynamic optimization system for the baking process of graphite electrodes, significantly reducing energy consumption and improving product uniformity [5] Group 2: Technological Innovation and New Opportunities - The year 2025 is identified as a critical turning point for the company, with a strategic partnership established with CATL to co-develop key technologies in lithium battery materials, solid-state battery electrolytes, and supercapacitor electrodes, aiming for industrial zero-carbon development [6][7] - The company plans to invest over 57 million yuan in 2024 for R&D focused on new products and materials, particularly in carbon/carbon composite materials and graphene, to drive technological innovation and product upgrades [7] - The company has established long-term strategic partnerships with universities and research institutions to enhance its R&D capabilities in graphene and other advanced materials, achieving significant breakthroughs in various applications [8] Group 3: Talent Development and Organizational Strength - The company is actively recruiting over 600 personnel, highlighting the importance of talent as a core competitive advantage for developing new production capabilities [8] - The company has established partnerships with renowned academic institutions to foster high-level talent development, which is crucial for advancing its technological innovation efforts [8] - The focus remains on developing carbon new materials while maintaining a stable growth trajectory in traditional products like graphite electrodes and carbon bricks [9]

Core Viewpoint - The article highlights the significance of the New Fortune Gold Medal Secretary selection in the Chinese capital market, emphasizing the role of outstanding secretaries in enhancing corporate governance and investor relations, thus contributing to high-quality market development [1]. Group 1: Company Overview - Fangda Carbon has emerged as a leading enterprise in the global carbon industry, with its products exported to over 60 countries and regions across five continents [3]. - The company has experienced rapid growth since its restructuring in 2006, establishing a strong foothold in the global market [3]. Group 2: Key Personnel - Ms. Zhuang Xiaoru joined Fangda Carbon as the Board Secretary in July 2022, bringing a wealth of experience from her previous role at the controlling shareholder, Liaoning Fangda Group, where she accumulated over ten years of expertise in corporate operations, investment analysis, and strategic planning [3][5]. - Ms. Zhuang holds a master's degree in economics from Peking University and is a national second-level psychological counselor, which enhances her communication skills and insight into investor relations [3]. Group 3: Technological Innovation - Technological innovation is a core driving force for Fangda Carbon, with significant breakthroughs in high-end carbon materials, such as the self-developed "Ultra High Power Φ750mm Graphite Electrode," which has broken foreign monopolies [5]. - Ms. Zhuang has actively worked on translating these technological achievements into market value, effectively communicating their importance to investors [5]. Group 4: Capital Operations - Under Ms. Zhuang's leadership, Fangda Carbon successfully issued GDRs and listed on the Swiss Stock Exchange, becoming the first A+G listed company in the western region [7]. - She also led the successful listing of the subsidiary Chengdu Carbon Materials on the New Third Board, enhancing the company's financing channels and overall competitiveness [7]. Group 5: Communication and Recognition - Ms. Zhuang has established an efficient and transparent communication mechanism, ensuring investors receive timely and accurate information about the company's operations and financial performance [9]. - Fangda Carbon has received multiple accolades, including the "2024 Future Materials Industry Star Listed Company," and Ms. Zhuang was awarded "Gold Medal Secretary" and "Most Popular Secretary among Individual Investors" in the 20th New Fortune Gold Medal Secretary selection [9]. Group 6: Strategic Collaborations - On March 22, 2025, Fangda Carbon signed a strategic cooperation agreement with Jingtai Technology, with Ms. Zhuang playing a crucial role in facilitating the collaboration [10]. Group 7: Conclusion - The achievements of Fangda Carbon in the global carbon industry are attributed to long-term accumulation and continuous efforts, with Ms. Zhuang's expertise significantly contributing to the company's cultural dissemination, technological promotion, and capital market engagement [12].