废旧动力电池全流程高质利用预处理系统

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楚江新材(002171) - 2025年6月3日至4日投资者关系活动记录表
2025-06-05 08:20
Group 1: Market Opportunities and Competitive Advantages - The carbon-ceramic brake technology is expected to see significant market growth driven by the electric vehicle sector, with the company holding competitive advantages in this field due to its high-strength, high-temperature resistance, corrosion resistance, lightweight, and long lifespan characteristics of carbon-ceramic brake discs [1] - The subsidiary Tian Niao High-tech is a leading domestic manufacturer of carbon fiber preforms, with substantial technical accumulation and advantages in the production of carbon brake preforms, which have already achieved mass sales [2] - The company has successfully developed carbon-ceramic brake preforms and is collaborating with domestic automotive manufacturers for bench testing, indicating a strong market potential [2] Group 2: Product Applications and Innovations - Jiangsu Tian Niao's carbon fiber products are widely used in strategic industries such as aerospace, defense, new energy, and semiconductors, with core products including special fiber preforms [2] - The subsidiary Xin Hai Gao Dao produces a variety of copper products that are extensively applied in electric vehicle wiring, photovoltaic systems, and 5G base station equipment, showcasing the company's diverse product applications [3] - The company has developed advanced technologies for recycling used lithium batteries and other materials, indicating a commitment to sustainability and innovation in the energy sector [3] Group 3: Technological Advancements - The subsidiary Ding Li Technology has developed tantalum carbide (TaC) and silicon carbide (SiC) coating technologies that enhance material properties essential for nuclear fusion applications, demonstrating the company's capability in advanced materials [3] - Ding Li Technology has also made significant progress in organic solid waste continuous pyrolysis technology, which is applicable in the recycling of various materials, including used lithium batteries and carbon fiber wind turbine blades [3] Group 4: Investor Relations and Engagement - The investor relations activities included on-site visits and discussions with key personnel, such as the CFO and board secretary, indicating a proactive approach to engaging with investors [1] - The company has maintained a detailed record of investor interactions, showcasing transparency and commitment to stakeholder communication [4]