Group 1: Company Overview - The company provided a brief introduction about its operations and the current status of its three main types of capacitors [2] - The sales target for supercapacitors in 2020 is set at 150 million CNY [2] Group 2: Product Development - EDLC (Electric Double Layer Capacitors) are primarily used in servers, televisions, smart meters, and ETC, while LIC (Lithium Ion Capacitors) have significant growth potential in new energy buses, AGVs, wind power pitch systems, elevators, and more [3] - The largest recent order for supercapacitors comes from a wind power pitch project, with a contract worth 24 million CNY awarded in early July [3] Group 3: Manufacturing Capabilities - The company currently operates 2 film coating machines and 4 DC production lines for film capacitors, which are used in inverters, UPS, and rail transportation [3] - The collaboration project with Kemei is in trial production and sales, but currently operating at a loss [3] Group 4: Acquisitions and Partnerships - The acquisition of Hitachi Chemical's capacitor business was completed on June 1, with the original management team retained and two supervisors appointed by the company [3] - Hubei Haicheng is planning three types of capacitors: liquid capacitors for mobile phones, solid capacitors for motherboards, and solid layered polymer capacitors (MLPC), with MLPC being the fastest to market [3]
江海股份(002484) - 江海股份调研活动信息