TJBE(SZ:000695)2025-09-11 09:28Group 1: Company Operations and Production Capacity - The company has developed new silicon-carbon anode materials for solid-state and semi-solid batteries, with pilot production completed and customer samples sent out [2] - The company’s current production capacity of 70,000 tons is expected to reach a high utilization level in the second half of the year [3] - The company is constructing a green electricity supply project with a total installed capacity of 580,000 kW, including a storage capacity of 116,000 kW for 4 hours [5] Group 2: Competitive Advantages - The company benefits from low average electricity costs in Inner Mongolia, which significantly impacts project profitability due to the high energy consumption of the graphitization process [3] - Inner Mongolia's abundant wind and solar resources provide a substantial guarantee for green electricity generation and efficiency [3] - The company’s production park is located in a major anode material production cluster, enhancing resource synergy [3] Group 3: Strategic Development and Market Expansion - The company plans to expand its overseas business as part of its development strategy, leveraging the international layout of the parent company [6] - The company is actively pursuing asset injection from its controlling shareholder to enhance asset synergy, subject to regulatory approvals [7] - The company is focused on improving operational performance through capacity release and cost reduction measures, expecting better financial results this year [7]