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天奈科技(688116) - 投资者关系活动记录表-天奈科技2024-006
688116CNANO(688116)2024-07-25 08:26

Group 1: Company Products and Market Demand - The company's carbon nanotube conductive agent offers advantages over traditional agents, including better conductivity, lower usage, strong thermal conductivity, and superior mechanical properties, particularly suited for fast-charging applications [2] - The addition amount of the company's products in mainstream battery manufacturers' fast-charging products varies based on customer and process requirements, with higher-generation products providing greater benefits for fast charging [2] - Energy storage customers prioritize long cycle life, leading to a faster growth rate in shipments compared to power customers [2] Group 2: Sales and Production Forecast - The company expects a 43% year-on-year increase in shipments for Q1 2024, with continued growth anticipated throughout the year despite economic uncertainties and market competition [3] - The company is steadily advancing overseas production capacity to meet market demand [3] Group 3: Investor Relations Activity - The investor relations activity on July 24, 2024, was conducted via an online meeting, involving various investment firms and asset management companies [1] - The investor relations activity did not involve the disclosure of any significant information that should be made public [4]