东方电热（300217.SZ）11月5日在投资者互动平台表示，尊敬的投资者，您好。公司聚焦汽车热管理、 电池设备及材料、机器人三大赛道，其中公司重点开发的硅碳负极设备，预计11月中下旬交货，明年有 望铺开市场；预镀镍材料新一年订单洽谈中，与上海织识合作的柔性织物压力传感器准备量产。公司正 积极推进名称论证。感谢您对东方电热的关注。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问：公司2025年发展有何规划？硅碳负极材料设备 前景如何？在手订单有多少？预镀镍明年市场如何？ ...

Robotics - Xinbo Co., Ltd. expects to deliver samples of magnesium-aluminum alloy structural components for robots to key customers by the end of November [1] Storage Chips - Xiechuang Data has achieved mass shipments of various types of storage products [1] - Shanghai Beiling reports stable sales prices for its storage chips [1] - Chengdu Huamei's storage chip business includes NOR Flash, EEPROM, and SRAM [1] - Aerospace Intelligent Equipment's aerospace-grade storage chips and MCU chips can be applied in civilian fields [1] Solid-State Batteries - Liyuanheng has begun delivering products from its first solid-state battery production line [1] Controlled Nuclear Fusion - Zhongtai Co., Ltd. has applied its cryogenic technology and equipment to domestic and international controlled nuclear fusion projects [1] - Jinhong Gas has successfully introduced some products into the controlled nuclear fusion-related business [1] - Jiuli Special Materials is actively participating in controlled nuclear fusion projects, focusing on the research and production of key materials, including PF conduits [1] Others - Dongfang Electric Heating expects to deliver silicon-carbon anode equipment by mid-November, with hopes for significant volume production next year [1]

Group 1 - The company is advancing research on fluid materials [1] - Silicon-carbon anode equipment is expected to be delivered by mid-November [1] - The company anticipates significant production volume next year [1]

Summary of Conference Call for Dongfang Electric Heating Industry and Company Overview - The conference call discusses Dongfang Electric Heating, focusing on its performance in the new energy vehicle (NEV) PTC (Positive Temperature Coefficient) business, industrial equipment, battery materials, and home appliance sectors [2][3][4][6][18]. Key Points and Arguments New Energy Vehicle PTC Business - The NEV PTC business achieved a net profit of 35 million in the first half of 2025, with orders being saturated and production capacity currently insufficient [2][4]. - The company plans to expand into seat ventilation, massage, and pressure sensing products, aiming to increase the per vehicle value from 500 to 1,500 by 2026 [2][4]. Industrial Equipment Sector - The industrial equipment segment is facing challenges due to capacity reduction in the photovoltaic industry, prompting a shift towards lava energy storage and solid-state battery equipment [2][6]. - The company holds over 80% market share in the lava energy storage market, benefiting from policy support, with a contract target of 150 to 200 million for 2026 [4][6][13]. Battery Materials Sector - The battery materials segment is currently supplying over 2,000 tons of materials monthly to Nanjing ROG and has received orders from EVE Energy for consumer batteries [2][7]. - If quality remains stable, the company may begin supplying pre-motor materials in bulk by 2026, with positive customer expansion progress [7]. Silicon Carbon Anode Equipment - Breakthroughs in silicon carbon anode CVD (Chemical Vapor Deposition) equipment have been achieved, with a single furnace capacity reaching 500 kg, significantly improving production efficiency and product consistency [2][8]. - The company has signed supply contracts with leading enterprises, with deliveries expected in mid-November [8][10]. Market Outlook for Silicon Carbon Anodes - By 2030, the demand for silicon carbon anodes is projected to reach 500,000 tons, corresponding to a market size of 25 billion RMB [9]. - Dongfang Electric Heating aims to capture a 30% market share, potentially generating 1.5 billion RMB in profit [9]. Home Appliance Sector - The company is transitioning from traditional home air conditioning to smart small appliances, focusing on electric heating products to improve profit margins [3][18]. - The sales structure is shifting from domestic to actively expanding foreign trade customers, with expected orders from Samsung and ROG in the second half of the year [3]. Other Important Insights - The company is focusing on three major market directions: NEV thermal management, battery materials and equipment, and robotics components [18]. - The electronic skin product line is being developed for both automotive and robotics applications, with significant potential value in future deployments [19]. - The company aims to achieve a market share of 30% to 50% in selected sectors to establish industry leadership [20].