Core Viewpoint - Yike Carbon's new high-end special graphite materials are expected to enhance the competitiveness of the carbon industry, showcasing significant advancements in performance and production capabilities [1] Company Summary - Yike Carbon officially launched three series of high-end special graphite materials (HY, HK, HZ) after over 20 years of research and an investment exceeding 150 million yuan, achieving an annual production capacity of 12,000 tons [1] - The new materials have a density range of 1.7 to 2 grams per cubic centimeter, with a minimum flexural strength of 61 MPa and a minimum compressive strength of 149 MPa, surpassing both domestic counterparts and the international Sigri R6510 series [1] - The company has achieved controllable production of particle sizes between 3 to 10 microns, with uniform structure reaching international leading levels [1] Industry Summary - The carbon material production is characterized as a secondary utilization of energy, representing a typical circular economy industry, with special graphite materials being a crucial form in carbon material production [1] - The carbon industry is currently facing overcapacity in several products, leading to severe competition; however, Yike Carbon's products are seen as injecting confidence and momentum into the industry [1]

Core Viewpoint - Yike Carbon has achieved a significant breakthrough in the field of strategic new materials with the launch of three high-end special graphite material series, which surpass international standards and provide strong momentum for domestic substitution in high-end manufacturing [1][2]. Group 1: Product Development and Performance - The product development took over 20 years and involved an investment of more than 150 million yuan, achieving an annual production capacity of 12,000 tons [2]. - The core performance indicators of the new graphite materials include a density range of 1.7-2.0 g/cm³, with a minimum flexural strength of 61 MPa and a minimum compressive strength of 149 MPa, significantly exceeding domestic counterparts and the international SGL R6510 series [2]. - At a density of 2.0 g/cm³, the materials can achieve a flexural strength of 90 MPa and a compressive strength of 200 MPa, setting a new global record for special graphite performance [2]. Group 2: Production Capacity and Supply Chain - Yike Carbon has established a complete industrial chain covering all production processes, including precursor preparation, pre-carbonization, graphitization, and high-temperature chlorination purification, ensuring stable mass production [3]. - The company has an annual production capacity of 10,000 tons for precursor materials, 45,000 tons for pre-carbonization, and 15,000 tons each for graphitization and high-temperature chlorination purification [3]. - The R&D team consists of over 70% members with bachelor's degrees and is equipped with advanced testing facilities to monitor over 20 parameters throughout the production process [3]. Group 3: Market Applications and Strategic Importance - The new graphite materials have been validated for mass production by leading companies like BYD and are set to be applied in various high-end manufacturing sectors crucial to national strategy and technological advancement [4]. - The materials are customizable for different applications, including sealing materials, third-generation semiconductors, photovoltaic components, and parts for new energy applications, indicating a strong potential for market penetration [4]. - The graphite materials market is expected to reach a scale of 10 billion yuan post-2025, driven by the demand for high-performance graphite in semiconductor manufacturing [4]. Group 4: Future Goals and Industry Position - Yike Carbon aims to strengthen its technological barriers and enhance service value to maintain its leading position in the global market for synthetic diamond purification graphite powder and lithium-ion battery anode materials [5]. - The company plans to expand its production capacity and application range in high-end fields such as mechanical sealing, semiconductors, photovoltaics, and new energy thermal fields, aspiring to become a core supplier in the global high-end special graphite market [5]. - The company is committed to achieving full domestic substitution and exporting its products, showcasing the potential of Chinese high-end carbon materials on the global stage [5].