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楚江新材(002171) - 2024年12月19日投资者关系活动记录表
002171TRUCHUM(002171)2024-12-20 06:17

Company Overview - Jiangsu Tianniao High-Tech specializes in high-performance carbon fiber fabrics, aramid fiber fabrics, aircraft carbon brake preforms, and aerospace carbon/carbon composite preforms [1][2] - Core products include aircraft carbon brake preforms and special-shaped preforms, supplying carbon fiber preforms for all domestic aircraft carbon brake disc manufacturers [2] - Products are widely used in aerospace, defense, photovoltaics, automotive, rail transit, drones, and wind power industries [2] Aerospace Contributions - Jiangsu Tianniao High-Tech has undertaken multiple national aerospace projects, including the first manned space docking, Tiangong-1, Shenzhou-9, and Long March-2 [2] - The company has participated in the production of thermal protection structures for the new generation of manned spacecraft test ships [2] - Recognized multiple times by aerospace groups such as China Aerospace Science and Industry Corporation and COMAC for its contributions to national defense and aerospace development [2] Industry Outlook - High-performance special fiber composites are considered strategic new materials essential for national economy and defense construction [2] - The carbon fiber composite industry has broad applications and strong radiation effects, driving the upgrading of traditional materials and meeting national key project demands [2] - As a national aerospace major project supporting enterprise and international aviation material supplier, the company continues to strengthen independent R&D of core technologies [2] Subsidiary Developments - Xinhai High-Conductivity, a subsidiary, is a leading enterprise in the copper conductor industry, focusing on high-end markets [3] - Its products include communication shielding braided tin-plated wires, ultra-soft copper stranded wires, and large-section soft copper stranded wires, widely used in data communication, robotics, and new energy vehicle cables [3] - Ongoing projects are expected to enhance the company's copper/aluminum conductor industry chain and create new growth points [3] Thermal Equipment Innovations - Dingli Technology has developed ultra-large chemical vapor deposition equipment, large vertical vacuum oil quenching furnaces, and ultra-high temperature vacuum gas quenching furnaces, breaking Western technological monopolies [3] - The company has applied continuous thermal equipment technology to solid waste resource utilization, developing intelligent environmental protection equipment for recycling waste lithium batteries, copper wires, and circuit boards [3] - Future focus includes deepening expertise in defense technology while expanding into new business areas to achieve sustainable growth [3]