Group 1: Company Overview - The company was established in 2003 and focuses on the R&D, production, and sales of differentiated, functional biaxially oriented polyester (BOPET) films [3] - Main products include colored optoelectronic base films, other functional films, and transparent films, applicable in consumer electronics and automotive sectors [3] - The company aims to expand its product range and application fields while exploring new materials, particularly in high-performance carbon fiber [3] Group 2: Carbon Fiber Project Objectives - The purpose of developing carbon fiber projects is to enter a market dominated by a few companies, primarily in the aerospace sector, where prices are high [4] - The strategic goal is to create synergy with existing BOPET film business and enhance R&D and manufacturing capabilities to meet high-end market demands [3][4] Group 3: Carbon Fiber Product Targeting - The focus is on T800 grade and above, M grade high-performance carbon fibers, targeting high-end applications in aerospace and advanced equipment manufacturing [4] Group 4: Capacity Management - The company has a 350-ton capacity for carbon fiber, which aligns with high-performance positioning and high-end market needs [5] - The strategy includes focusing on M grade and T800 products, which cater to customized small-batch demands in aerospace and high-end equipment [5] - High-performance carbon fiber offers significant added value, with profitability driven by performance premiums rather than scale effects [5]
和顺科技(301237) - 2025年12月30日和顺科技投资者关系活动记录表