Core Viewpoint - The company is in the preparatory phase for its subsidiary YaoKe New Materials' 200-ton COFs material production line, focusing on project approval and environmental assessments [1] Group 1: Project Development - The production line is currently completing project approval and environmental assessment procedures, with site renovation and equipment selection progressing as planned [1] - The project utilizes a molten green synthesis technology aimed at cost control through process optimization, which is expected to establish scalable production capacity upon launch [1] Group 2: Customer and Supply Chain Focus - The company is currently adjusting its technical solutions based on customer feedback and is simultaneously integrating supply chain resources to lay the groundwork for future mass production [1]

Core Viewpoint - The company Baolidi is in the preparatory phase for its subsidiary YaoKe New Materials' 200-ton COFs material production line, focusing on project approval and environmental assessments [2] Group 1: Project Development - The production line is currently completing project approval and environmental assessment procedures, with site renovation and equipment selection progressing as planned [2] - The project utilizes melt green synthesis technology, aiming for cost control through process optimization, and is expected to establish scalable production capacity upon launch [2] Group 2: Technical and Supply Chain Focus - The company is currently adjusting technical solutions based on customer feedback and is simultaneously integrating supply chain resources to lay the groundwork for future mass production [2]

Core Viewpoint - The company Baolidi (300905) acknowledges that solid-state batteries are still in the research and development phase, with no industrialized products available in the market [1] Group 1: Company Insights - Baolidi has noted the existence of patents and reports from other companies and research institutions regarding COFs materials for solid-state batteries, indicating awareness of competitive developments in the field [1] - The company has not yet conducted any verification related to COFs materials for solid-state batteries [1]

Core Viewpoint - The company Baolidi (300905) is advancing its new project for COFs materials, indicating a strategic move to enhance production capacity based on customer validation and future demand [1] Group 1: Project Development - The subsidiary YaoKe's new project for COFs materials involves a construction of 200 tons, with project approval and environmental assessment already submitted to relevant units [1] - The company is progressing with site construction, production line design, equipment customization, and installation in an orderly manner, which will require some time to complete [1] Group 2: Market Strategy - The new project is driven by prior customer validation and aims to prepare for future product volume, indicating a proactive approach to meet anticipated market demand [1] - The production and ramp-up of the COFs materials will primarily depend on client validation results and customer demand, highlighting the importance of market feedback in the production process [1]

Core Viewpoint - The company, Baolidi (300905.SZ), is currently in the customer validation phase for its COFs materials project, with a 200-ton production line project progressing steadily using existing facilities [1][2]. Group 1: Project Status - The COFs materials project has been in development for over two years, with total investment in the YaoKe project being less than 20 million yuan, indicating manageable investment levels [1][2]. - The company is focusing on product production experiments, product research and development improvements, small batch sample trials, and product promotion [1][2]. Group 2: Future Outlook - The transition from research and development to industrialization for new products requires time and involves certain uncertainties, but it is not expected to significantly impact the company's main business [1][2].

Group 1 - The chairman Xu Yiming addressed concerns regarding the small investment scale and limited workforce (25 employees) of the subsidiary YaoKe, indicating that the COFs materials project is currently in the customer validation stage [2] - The company has completed the project establishment for a new 200-ton capacity, which is still undergoing environmental assessment approval, while other construction and equipment customization tasks are progressing in an orderly manner [2] - YaoKe's personnel are primarily focused on production trials, product improvements, and application validations, with plans to supplement staff based on development needs and mass production requirements [2]

Core Viewpoint - The company Baolidi's subsidiary, Yaoke, is currently validating and promoting COFs materials across multiple application directions, which involves a significant amount of time and uncertainty in progress and results [2] Group 1 - The validation and promotion of COFs materials by the subsidiary are ongoing and require time [2] - The company will disclose information regarding the progress and results in accordance with relevant regulations, ensuring timely and accurate updates [2] - Investors are encouraged to continuously monitor the company's information disclosures for updates [2]

Core Viewpoint - The company is currently engaged in client validation and promotion of its COFs materials, indicating ongoing efforts to improve products based on feedback, despite the uncertainty and time required for new product validation [2] Group 1 - The company has been working on the validation of COFs materials for over a year [2] - There has been no feedback from any company regarding the COFs materials yet [2] - The company expresses gratitude for investor support and emphasizes its commitment to advancing related work [2]

Core Viewpoint - The company is actively progressing with the construction of a new 200-ton COFs material production line at its subsidiary Suzhou YaoKe, with the timeline for mass production dependent on project construction and client validation [1] Group 1 - The new production line project is being constructed at the company's facility [1] - The mass production timeline is subject to the progress of the project and client verification, indicating potential uncertainties [1] - The company is fully committed to advancing the related work on this project [1]

Group 1 - The company Shandong Haihua (000822.SZ) has applied for relevant patents in the preparation of a type of COFs material through its R&D department [1]