同兴科技(003027) - 003027同兴科技投资者关系管理信息20250507

Group 1: Sodium Battery Material Applications - The main application scenarios for the company's sodium battery materials include large-scale energy storage, start-stop power sources, and low-speed electric vehicles [2] - The company anticipates an increase in the usage of poly-anion materials in large-scale energy storage demonstration projects in the coming years [2] Group 2: Product Development and Performance - The third-generation NFPP product has been successfully developed, with significant improvements in cost reduction and a maximum packing density of 2.3 g/cm³ [3] - The capacity of the third-generation NFPP sodium battery material can reach 110 mAh/g, achieving first-class performance levels domestically [3] Group 3: Market Recognition and Production Capacity - The NFPP technology route is increasingly recognized in large-scale energy storage applications, with some leading factories achieving production lines capable of delivering thousands of tons [3] - The company plans to construct a sodium battery material factory with an initial production capacity of 6,000 tons per year, adapting to market demand [5] Group 4: Catalyst Sales Growth - The company achieved record high sales revenue and shipment volume for catalysts last year, driven by strategic adjustments and advanced low-temperature SCR denitrification technology [6][7] - The brand recognition of "Fangxin Lihua" has improved, leading to a preference for the company's catalysts among customers at similar price points [7] Group 5: Carbon Capture Market Outlook - The company maintains an optimistic view on the carbon capture business, with over 120 operational CCUS projects in China by the end of 2024, capturing approximately 7 million tons per year [7] - The number of registered CCUS projects under construction in 2025 is expected to exceed 1.3 million tons, nearly doubling the current capacity [7]