Group 1: Supercapacitor Development - The company is currently trial-producing EDLC (Electric Double Layer Capacitors) and LIC (Lithium Ion Capacitors) [1] - EDLC is primarily used in servers, televisions, and smart meters, targeting major clients like Samsung and Huawei [2] - LIC has high energy density and fast charging times, with significant growth potential in sectors such as new energy buses, AGVs, wind power, and urban transit [2] Group 2: Film Capacitor Production - The company operates 6 production lines for film capacitors, mainly supplying industries like inverters and rail transportation [2] - Film capacitors are utilized in photovoltaic and inverter sectors [2] Group 3: Foil Production Capacity - The company has 50 production lines for forming foil, with a self-sufficiency rate of 70% [2] - The electricity cost for production in Inner Mongolia is 0.371 yuan per kWh, while in Baoji and Haiyu, it is 0.35 yuan per kWh [2] Group 4: Comparison of LIC and Batteries - LIC has lower energy density compared to batteries but offers advantages in safety, lifespan, and operational costs when used in vehicles [2] Group 5: Market Development Discussion - Discussions were held regarding the market development of supercapacitors, film capacitors, forming foil, and corrosion foil [2]
江海股份(002484) - 2015年7月24日投资者关系活动记录表