KBC(SH:688598)2024-11-20 09:20Group 1: Company Overview - The company is Hunan Jinbo Carbon Co., Ltd., with stock code 688598 and abbreviation Jinbo Shares [1] - The company focuses on carbon materials, particularly in the fields of lithium batteries and carbon-ceramic brake discs [3][5] Group 2: Key Projects and Developments - Jinbo's subsidiary, Jin Si Technology, specializes in high-performance lithium battery anode materials, including silicon-based products [3] - Jin Si Technology has achieved significant progress in silicon-oxygen and silicon-carbon projects, with products certified by major downstream customers [4] - The company is developing porous carbon materials to enhance the capacity and stability of silicon-carbon anodes [4][6] Group 3: Market Position and Collaborations - Jinbo has established partnerships with several well-known battery manufacturers and is actively engaging with multiple automotive companies for carbon-ceramic brake disc projects [5] - The company has received notices of designated supply from brands like BYD and GAC Aion, with mass deliveries already initiated [5] Group 4: Future Plans and Innovations - Jinbo aims to expand its application of carbon-based composite materials across various sectors, including photovoltaics, semiconductors, and hydrogen energy [6] - The company maintains a high R&D investment ratio to foster innovation and enhance product performance, quality, and added value [6] Group 5: Risk Management - The company emphasizes that discussions regarding external environment assessments and future plans do not constitute binding commitments to investors [7] - Investors are advised to refer to official announcements on the Shanghai Stock Exchange for accurate company information [7]