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奇德新材(300995) - 投资者关系活动记录表
KitechKitech(SZ:300995)2025-06-09 10:30

Group 1: Company Overview - Qide New Materials Co., Ltd. specializes in environmentally friendly, high-performance polymer modified plastics and related products, focusing on new material fields aligned with national strategic emerging industries [2][3] - The company operates a full-chain integrated service model, providing customized solutions for various downstream sectors, including new energy vehicles and high-end home appliances [2][3] Group 2: Product and Technology Advantages - Qide has developed key technologies such as nano-composite modification, embedded high-density nano-reinforced nylon, and ultra-low temperature toughness, resulting in 34 authorized patents and 41 trademarks [4] - The company has achieved 28 technology transfer results in the past three years, with core products like long glass fiber reinforced nano nylon composite materials recognized as high-tech products by the Guangdong Provincial Department of Science and Technology [4] Group 3: Carbon Fiber Product Advantages - Qide leverages its expertise in polymer modification and precision molding to address high costs and low production efficiency in carbon fiber products for the new energy vehicle sector [5] - The company offers a one-stop service for automotive manufacturers, covering structural design, material development, and mass production of carbon fiber components [5] Group 4: Market Outlook for Carbon Fiber Products - The carbon fiber market in China is projected to exceed 25 billion yuan by 2025, with automotive applications expected to increase from 11.7% to a significant share [7] - In the low-altitude aircraft sector, carbon fiber is favored for its 70% weight reduction compared to aluminum, with over 90% of composite materials in eVTOL aircraft being carbon fiber [7]