Core Viewpoint - Donghua Energy (002221.SZ) has highlighted the cost advantages of its Maoming carbon fiber project, which produces high-performance T800/T1000 grade carbon fibers, compared to both international and domestic manufacturers [1] Group 1: Product and Technology - The carbon fiber project utilizes a production process that includes water phase precipitation polymerization, DMSO dissolution, dry-jet wet spinning, and a two-step preparation method [1] - This production method results in higher product quality, reduced fiber defects, and minimal batch-to-batch variation compared to conventional techniques [1] Group 2: Efficiency and Optimization - The polymerization process operates at lower temperatures and shorter times, effectively reducing energy consumption [1] - Future plans include further optimization of the pre-oxidation and carbonization processes to enhance production efficiency [1]

东华能源股份有限公司投资者关系活动记录表 编号：2025-001 | 投资者关系活动 | □特定对象调研 □分析师会议 | | --- | --- | | 类别 | □媒体采访 □业绩说明会 | | | □新闻发布会 路演活动 ☑ | | | □现场参观 | | | □其他 | | 参与单位名称 | 1:30-3:00 中信证券、中信金资、摩根基金、上银基金、圆信永丰、财通 | | | 基金、天风证券、驼铃资产、华安证券、华富基金 | | | 3:30-5:00 | | | 中金公司、混沌投资、淡马锡、半夏投资、双安资产、中银证 | | | 券、长城证券、弘尚资产、兴业基金、国投证券 | | | （以上排名不分先后） | | 时间 | 2025 年 12 月 11 日 | | 地点 | 上海 | | 上市公司接待人 | 首席科学家朱波、投资者关系总监汤永俊、证券事务代表庞亚 | | 员姓名 | 丰 投资者提出的问题及公司回复情况如下： | | | 1. 茂名碳纤维项目的成本有哪些优势，生产的碳纤维级 别是什么？ | | | 公司碳纤维项目产品为 T800/T1000 高性能级别，成本相 | | | 较于国际、 ...