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楚江新材(002171) - 2025年2月7日投资者关系活动记录表
002171TRUCHUM(002171)2025-02-10 05:36

Group 1: Product Applications - The company's copper-based products are widely used in electric vehicles, AI computing, and various fields such as electronics and automotive, thanks to the advanced technology and production capabilities of its subsidiary, Xinhai Gaodao [1] - The tin-plated copper wire products enhance corrosion resistance, oxidation resistance, and solderability without affecting conductivity, meeting the increasing demand from the electric vehicle sector and AI [1] Group 2: Market Opportunities - The rapid development of new energy vehicles, AI, and robotics is expected to create significant market opportunities for Xinhai Gaodao's tin-plated copper wire products, especially with the expansion of data centers and 5G networks [2] - Xinhai Gaodao has strategically positioned itself in the high-precision electronic signal transmission market, responding to the explosive growth in demand from the new energy vehicle and robotics sectors [2] Group 3: Production Capacity and Standards - Xinhai Gaodao currently operates 7 advanced German Niehoff tin-plating production lines, with the capacity to produce over 68,000 tons of tin-plated copper wire annually and 10,000 tons of braided tin-plated wire products [2] - As a participant in the drafting of the "224Gbps High-Speed Direct Connect Copper Cable Technical Requirements" standard, Xinhai Gaodao aims to promote the standardized development of high-speed copper cables [2] Group 4: Future Outlook - The company plans to increase R&D investment to overcome technical challenges and optimize the performance of tin-plated copper wire, while also expanding production capacity to meet market demand [2] - Strengthening collaboration across the supply chain is a priority to enhance market share and brand influence in the face of ongoing industry growth [2]