黑猫股份(002068) - 黑猫股份调研活动信息

Group 1: Company Development and Production Capacity - The company began its layout in the specialty carbon black sector in 2017, with a 20,000 tons/year specialty carbon black project launched in Inner Mongolia in 2018 [2] - As of now, the company has a specialty carbon black production capacity of 85,000 tons, including approximately 10,000 tons of conductive carbon black [2] - The main applications for the conductive carbon black products are in cable shielding materials and conductive masterbatches [2] Group 2: Research and Development - The company is focusing on high-end conductive carbon black research through two main approaches: one is the Qingdao Research Institute, which aims to produce high-end specialty carbon black through post-processing, and the other is a new oil furnace process developed by the company's expert committee [3] - The company collaborates with institutions such as Beijing University of Chemical Technology and Qingdao University of Science and Technology for long-term research and development partnerships [3] Group 3: Market Demand and Future Prospects - The downstream market demand for conductive carbon black is primarily from cable shielding materials, conductive masterbatches, and the lithium battery sector, with the latter experiencing rapid growth in recent years [3] - Conductive carbon black is used as an additive in lithium batteries to enhance conductivity, and with the expected increase in shipments of power batteries, consumer batteries, and energy storage batteries, the demand for conductive carbon black in the lithium sector is anticipated to grow correspondingly [3] Group 4: Carbon-Based Composite Development - The company’s Qingdao Research Institute has developed a "carbon black/rubber nano-composite masterbatch technology," which has begun sending samples to downstream tire customers [3] - The project aims to produce high-wear, low-heat generation filler/rubber composite materials, enhancing tire rolling resistance and wear resistance, thereby improving the company's low hysteresis carbon black product promotion and overall utilization [3]