Group 1: Company Overview and Production Capacity - The company has a total production capacity of approximately 160,000 tons, with 30,000 tons currently under construction [6] - The first phase of the high-performance carbon fiber precursor project is in trial production, expected to enhance capacity and meet market demand [4] - The company operates 20 production lines capable of flexible production to cater to various market needs [4] Group 2: Market Position and Strategy - The company is the largest independent supplier of carbon fiber precursors in China, holding about 50% of the domestic market share [8] - Future goals include becoming a world-class precursor supplier while expanding into new markets and customer bases [9] - The company emphasizes continuous technological improvement and market exploration to enhance product applications and sales [9] Group 3: Product Development and Innovation - The company plans to balance the development of both small and large tow products in its R&D efforts [5] - The demand for 3K carbon fiber precursors is currently on the rise, indicating a supply-demand imbalance [9] - The company collaborates with universities and downstream enterprises to explore new applications and enhance product offerings [9] Group 4: Cost Management and Investor Relations - The domestic oil agent project is in the construction and testing phase, expected to reduce production costs once mass production begins [7] - The company is committed to protecting investor interests, particularly for small and medium investors, through value management and operational integrity [10] - Future measures will be taken to stabilize the company's stock price based on market conditions [10]
吉林碳谷(836077) - 投资者关系活动记录表