Group 1: Company Overview - The company is Shandong Haike New Source Material Technology Co., Ltd., with stock code 301292 and abbreviation Haike New Source [1]. Group 2: Investor Relations Activity - The investor relations activity was an online performance briefing held on November 22, 2024, from 15:00 to 16:00 [2]. - Key personnel included General Manager Ma Lijun and Financial Director Xiao Zhenyu [2]. Group 3: Current Projects - Ongoing projects include a 12,700-ton additive project in Hubei, which involves the production of 10,000 tons of vinylene carbonate and other lithium compounds [2]. - The Hubei electrolyte solvent project has begun trial production, with some devices already producing qualified products [3]. - A high-end materials project for power batteries commenced construction on July 8, 2024, with an expected trial production date in April 2025 [3]. Group 4: Product Structure and Strategy - The company focuses on "lithium battery materials + consumer chemicals" as a dual-driven strategy, aiming to enhance operational efficiency and lead in technology and market [3]. - In the lithium battery materials sector, the company is improving existing product processes and developing high-performance additives and solid-state electrolytes [4]. - The consumer chemicals segment is expanding into high-end daily chemical products, emphasizing green and bio-based raw materials [4]. Group 5: Revenue Breakdown - For the first three quarters of 2024, carbonate series products accounted for 67% of revenue, while propylene glycol accounted for 22% [4]. - Domestic revenue represents approximately 81%, with international revenue at around 19% [4]. Group 6: Market Outlook - The demand for solvents is expected to grow due to the continuous expansion of downstream sectors like power batteries and energy storage, with projected growth rates of around 30% for power and consumer batteries from 2025 to 2027 [4]. - The electrolyte solvent market is anticipated to maintain a growth rate of over 25% during the same period [4].
海科新源(301292) - 海科新源投资者关系管理信息