格隆汇2月5日丨和顺科技(301237.SZ)近日在接待机构投资者调研时表示，公司碳纤维基材产品以T800 级及以上、M级高性能碳纤维为主打方向，目标定位清晰锚定高性能碳纤维高端领域，精准对接航空航 天、高端装备制造等对材料性能有严苛标准的核心应用场景。 ...

Core Viewpoint - The company has successfully conducted trial operations for the carbonization process of its carbon fiber-based materials, targeting high-performance applications in aerospace and high-end equipment manufacturing [1] Group 1: Product Development - The carbon fiber-based products are positioned for high-performance applications, specifically in industries with stringent material performance requirements [1] - Initial contact and communication have been established with downstream customers in relevant fields [1] Group 2: Future Plans - The company plans to advance product sampling, testing, and certification in accordance with industry standards and customer needs [1] - Progress updates will be announced in a timely manner based on information disclosure requirements [1]

Group 1: Company Overview and Core Business - Hangzhou Heshun Technology Co., Ltd. (referred to as "Heshun Technology") was established in 2003 and focuses on the research, production, and sales of differentiated, functional biaxially oriented polyester film materials [2] - The company produces various specifications, models, and applications of polyester film products, including colored optoelectronic base films, other functional films, and transparent films, which are widely used in consumer electronics and automotive sectors [2] - Heshun Technology is actively expanding into the high-performance carbon fiber sector to explore new business growth points [2] Group 2: Industry Outlook - The current state of the film industry is approaching a bottom range, with the entire industry facing losses, which is accelerating the optimization of the competitive landscape [3] - Price adjustment initiatives led by industry leaders are expected to help the industry gradually escape the predicament of vicious price competition [3] - As industry consolidation accelerates, companies with technological and cost advantages are likely to gain a more favorable position in the competition [3] Group 3: Carbon Fiber Project Progress - The carbon fiber project has successfully completed trial runs in the carbonization phase, targeting high-performance applications in aerospace and high-end equipment manufacturing [4] - The company has initiated preliminary contacts and communications with downstream customers in relevant fields, planning to advance product sampling, testing, and certification according to industry standards and customer needs [4] - Production expansion plans will be made cautiously, considering market demand changes, product certification progress, technological iteration pace, and industry competition [4] Group 4: Business Strategy - The company will adopt a differentiated pricing strategy based on cost and technical difficulty, adjusting to market changes and enhancing product competitiveness [5]