Group 1: Investor Relations Activity - The company conducted a roadshow activity on December 5, 2024, in Zhengzhou, Henan Province, attended by major securities firms and funds [2] - The meeting was led by the company's board secretary, Mr. Shi Zenghui [2] Group 2: Product Quality and Production Status - The purity of the silane gas produced by the company is consistently above 6N, with a maximum purity of 8N, meeting the quality requirements for semiconductor and silicon-carbon anode manufacturers [3][4] - The annual production project of 3,500 tons of silane has commenced trial production at the end of December 2023 and is currently in formal production, meeting design requirements [5] Group 3: Project Development and Collaborations - The company is validating its zone-melting polysilicon products and has received initial recognition from downstream enterprises for its 100mm-130mm diameter zone-melting silicon materials [6] - A collaboration with Shanghai Jiao Tong University is underway to develop key technologies for silicon-based anode materials for lithium-ion batteries using silane gas [7] - The partnership with Tianmu Xian Dao is progressing well, with increasing supply volumes, while the company is actively exploring other potential customers in the emerging silicon-carbon anode market [8] Group 4: Market Analysis and Future Outlook - The company believes that the silane CVD method for silicon-carbon anode materials offers advantages in efficiency, stability, and industrial scalability, supported by a stable supply of silane gas [9] - In 2024, silane gas prices are under pressure due to adjustments in the photovoltaic industry; the company is focusing on optimizing production costs and expanding its market presence [10] - Long-term growth is anticipated in the electronic-grade silane gas market, driven by increased demand from the photovoltaic sector and breakthroughs in silicon-carbon anode technology [10]
硅烷科技(838402) - 关于投资者关系活动记录表的公告