中材科技(002080) - 中材科技投资者关系活动记录表（2020-004）

Group 1: Financial Performance and Projections - The company expects its daily related transactions for 2020 to be disclosed in the announcement made on March 18, 2020 [2] - The company has a total guarantee amount for this year, which is limited to guarantees provided to its controlling subsidiaries [3] - The company has a strong confidence in achieving good sales for the year, despite the impact of the pandemic [4] Group 2: Industry Impact and Response - The company has closely monitored the pandemic's impact on the industry and has implemented internal response plans, achieving a staff return rate of over 90% by the end of February [3][4] - The company’s production capacity has largely recovered, with domestic business gradually resuming as the pandemic situation improves [4][14] Group 3: Technological and Product Development - The company is recognized as a national innovative enterprise and has established a robust R&D platform with multiple national-level research centers [3] - The company has made significant advancements in the development of hydrogen fuel tanks, including the largest volume hydrogen tank in China [6][13] - The company has developed various specifications of hydrogen tanks for fuel cell vehicles and drones [13] Group 4: Market Position and Competition - The company maintains a leading market share in the wind blade sector, with expectations to expand into offshore and overseas markets [7] - The company has a total lithium membrane production capacity exceeding 900 million square meters, all of which are wet-process membranes [8] - The company is focused on enhancing its competitive edge through technological innovation and product structure optimization [5][12] Group 5: Environmental and Regulatory Compliance - The company adheres strictly to environmental regulations and has implemented measures to optimize production processes and pollution control [9] - The company is actively pursuing clean production initiatives and has established effective waste management systems [9] Group 6: Future Outlook - The company anticipates that the overall supply-demand situation for glass fiber will improve as the pandemic subsides [14] - The company is preparing for the 2020 subsidy budget of 1.5 billion yuan for wind and solar projects, with 1 billion yuan allocated for competitive projects [7]