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奇德新材(300995) - 投资者活动记录表
KitechKitech(SZ:300995)2025-07-16 10:18

Group 1: Company Overview - Qide New Materials Co., Ltd. specializes in environmentally friendly, functional high-performance polymer modified plastics and related products, focusing on composite materials, precision molds, and carbon fiber products [2][3] - The company operates production bases in Jiangmen, Guangdong, and Thailand, supporting global delivery capabilities [2] Group 2: Research and Development - The company has established various R&D platforms, including a national postdoctoral workstation and provincial engineering technology research center, and has obtained 34 authorized patents [3] - Certifications include ISO9001, ISO14001, TATF16949, and GRS4.0, among others, ensuring compliance with international standards [3] Group 3: Carbon Fiber Product Advantages - The company leverages its expertise in polymer material modification and precision mold technology to address high costs and low production efficiency in carbon fiber applications [4] - Offers one-stop services for automotive manufacturers, including structural design, material selection, and mass production of carbon fiber products [4] Group 4: Market Prospects for Carbon Fiber Products - The carbon fiber market in China is projected to exceed 25 billion RMB by 2025, with automotive applications expected to significantly increase [5] - In the eVTOL sector, carbon fiber's weight reduction advantage (70% lighter than aluminum) positions it as a leading choice for aircraft structures [5] Group 5: Expansion Plans - The company plans to expand carbon fiber production capacity through facility upgrades, equipment investments, and automation to meet rising customer demand [7] - This expansion aims to enhance the scale and quality of high-end carbon fiber product deliveries, catering to the needs of the automotive and low-altitude flight industries [7]