JHCC(SZ:002484)2022-11-21 05:30Group 1: Company Overview - Jianghai Capacitor Co., Ltd. held an investor relations activity on January 11, 2022, focusing on the company's operational status and business segments [1] - The company’s goals set for 2021 have been achieved, and uncertainties from that year have been resolved, including issues like power restrictions and raw material price increases [2] Group 2: Business Growth Projections - The company anticipates a growth rate of 15% for aluminum electrolytic capacitors over the next 3-5 years [2] - Film capacitors are expected to maintain a growth rate of 30%-50% [2] - Supercapacitors are projected to grow at a rate exceeding 50% [2] Group 3: Product Delivery and Market Trends - The delivery period for aluminum electrolytic capacitors has extended, with lead times around 6 months for certain products [3] - The film capacitor market is seeing rapid growth in orders related to automotive, wind power, and photovoltaic sectors [3] - Supercapacitors are primarily used in smart meters, wind power, smart grid upgrades, rail transit, and port machinery [3] Group 4: Capacity Utilization and Orders - All three business segments are operating at high capacity utilization rates, with significant customer interest in orders for 2022 [3]