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易成新能(300080) - 300080易成新能投资者关系管理信息20250910
YCXNYCXN(SZ:300080)2025-09-10 01:40

Group 1: Performance Improvement Plans - The company aims to strengthen its core business in carbon materials through strategic restructuring and professional integration to reduce production costs and enhance product value [1] - Accelerating the implementation of source-network-load-storage projects by utilizing diverse financing channels such as bond issuance and external capital to support project funding [1] Group 2: Strategic Acquisitions - The acquisition of Meishan Lake enhances production capacity and market share, leveraging advantageous local electricity and natural gas costs to improve profitability and bargaining power of graphite electrode products [2] - The investment in Pingmei Shenma Energy Storage is a key move to optimize the company's layout in the energy storage sector, aligning with the development strategy of "new energy storage" [2] Group 3: Strategic Partnerships - The subsidiary Zhongyuan Jintaiyang focuses on the construction of green energy factories, mines, and parks, providing comprehensive services for photovoltaic power stations, playing a crucial role in the strategic cooperation with Longi Green Energy [2] - The partnership targets regions with high electricity demand and abundant sunlight, particularly in Zambia and surrounding countries, to identify investment opportunities with controllable risks and favorable returns [2]