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 gas commenced trial production at the end of December 2023 and is currently in formal production, with equipment operating well and meeting design specifications [5] Group 3: Project Development and Collaborations - The company is validating its zone-melting polysilicon products and is in the certification process with clients such as TCL Zhonghuan and Beijing Jingyuntong [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] Group 4: Market Strategy and Future Outlook - The company is actively expanding its customer base in the emerging field of silicon-carbon anode materials, with a steady increase in supply to Tianmu Xiandao and other market players [8] - The company believes that the silane gas produced through CVD methods offers advantages in efficiency, stability, and industrial scalability, positioning it as a key supplier for silicon-carbon anode manufacturers [9] - In response to the downward pressure on silane gas prices due to adjustments in the photovoltaic industry, the company is optimizing production costs and expanding its market presence [10]
硅烷科技(838402) - 关于投资者关系活动记录表的公告