金博股份-固态电池交流纪要

Key Points Industry/Company Involved - Company: Jinbo Stock Co., Ltd. - Industry: Solid-state battery technology, carbon materials, and thermal field solutions for photovoltaic and lithium battery industries. Core Views and Arguments - Silicon Carbon Silicon-based Products: - Company has accumulated experience in silicon oxide and silicon carbon through its participation in Jin Si Technology. - Currently, the company is focusing on the development of porous carbon and silicon alkane, with pilot production and capacity expansion underway. - The company has invested in 3600 tons of porous carbon capacity and has预留 3600 tons for future expansion. - [2] - Silicon Oxide: - The company is one of the largest suppliers of silicon oxide precursors to Bettery. - The company's silicon oxide products have advantages in cost and performance compared to competitors. - The company plans to double its silicon oxide capacity next year. - [3] - Silicon Carbon: - The company is focusing on the development of porous carbon for silicon carbon, with three major systems: petroleum coke-based, asphalt-based, and resin-based. - The company has advantages in porous carbon compared to other manufacturers. - The company plans to disclose detailed plans for capacity and customers at a later stage. - [4] - Porous Carbon: - The company plans to balance the development of porous carbon in petroleum coke, asphalt, and resin, with a focus on asphalt-based due to its performance and cost advantages. - The company plans to increase its porous carbon capacity to 7000-7200 tons. - [5][8] - Carbon Ceramic Brake Discs: - The company's carbon ceramic brake disc business has attracted interest from many car manufacturers, including BYD, Xiaomi, Xpeng, and GAC Aion. - The company is also exploring the European and American markets. - [9] - Traditional Business: - The company's traditional photovoltaic thermal field business will account for less than 1/3 of the group's business in the future. - The lithium battery thermal field business and carbon ceramic brake disc business are expected to account for more than 1/3. - [10] - Research and Development: - The company is continuously investing in research and development, including high thermal conductivity carbon, high electrical conductivity carbon, and other research. - [11] - Silicon-based Anode and Porous Carbon in Solid-state Batteries: - The company believes that silicon carbon anodes will experience explosive growth when the cost is reduced to a certain degree. - The company expects the application of silicon carbon anodes in solid-state batteries to be realized in the next 1-2 years. - [15] Other Important Content - The company is actively seeking partnerships with battery manufacturers for testing and verification of its products. - The company is planning to expand its market share in the European and American markets. - The company is continuously improving its products and technologies to maintain its competitive advantage in the market. - [6][7][12][16][17]