JHCC(SZ:002484)2025-09-17 07:44Group 1: Company Overview - Jianghai Capacitor Co., Ltd. is listed under stock code 002484 [1] - The investor relations activity took place on September 16, 2025, from 15:00 to 16:30 [2] Group 2: Current Business Situation - The company provided a brief introduction regarding its current operational status [2] - The future growth points for aluminum electrolytic capacitors, particularly in AI applications, were discussed [2] Group 3: Product Development and Market Trends - The application of aluminum electrolytic capacitors is expected to increase with the growing power of AI servers [3] - The cost of materials, particularly for the formation foil, is anticipated to decrease with the integration of green electricity [2] - The development direction for film capacitors is slightly below expectations, with continued expansion in automotive film capacitors [3] Group 4: Supercapacitor Applications - Supercapacitors are being applied in AI server setups, with both EDLC and LIC solutions available [3] - The company is in discussions with relevant manufacturers regarding technical solutions for supercapacitors [3] - Other major application areas for supercapacitors include smart meters, wind power pitch control, smart grid upgrades, rail transit, oil-to-electric projects, and port machinery [3] Group 5: Information Disclosure Compliance - The company adhered to the regulations of the Information Disclosure Management System, ensuring that no undisclosed significant information was leaked during the meeting [3]