长阳科技(688299) - 2024年5月16日投资者关系活动记录表

Group 1: Company Overview and Business Growth - Changyang Technology maintains the world's leading market share in reflective films, with a steady increase due to high product quality and rapid supply response [2] - The company plans to expand its product offerings to include reflective films for small and medium sizes, as well as vacuum-formed reflective films [2] - The growth potential for reflective films is expected to rise with the increasing size of LCD screens [2] Group 2: CPI Film Development - The company has been developing CPI (Colorless Polyimide) films since 2018, aiming to break the long-standing foreign monopoly in this sector [3] - A recent board resolution approved the investment in a project to produce 1 million square meters of colorless transparent polyimide films annually [3] - The CPI film market is characterized by high barriers to entry, with only a few companies, such as Korea's KOLON, currently capable of production [3] Group 3: Lithium Battery Separator Capacity - Current lithium battery separator capacity includes 560 million square meters planned for the Hefei base (September 2021), 400 million square meters for the Zhoushan base (May 2023), and 650 million square meters for the Hefei base (April 2024) [3] - The Hefei base's initial capacity of 560 million square meters has achieved stable mass production and is continuously increasing [3] Group 4: Future Product Development - The company is exploring new products in semi-solid and solid-state batteries, utilizing innovative semi-dry and semi-wet processes to produce high-porosity separators [4] - Technical collaborations with key customers are expected to lead to breakthroughs in high-power, semi-solid, and solid-state battery technologies [4]