JHCC(SZ:002484)2022-12-08 09:34Group 1: Supercapacitor Development - The company has two types of supercapacitors: EDLC and lithium-ion supercapacitors, with monthly production capacities of 3 million and 20,000 units respectively [1] - EDLC is primarily used in televisions and smart meters, while lithium-ion supercapacitors have significant development potential in new energy buses, wind power pitch systems, elevators, and construction machinery [2] Group 2: Film Capacitor Progress - The film capacitors are mainly used in inverters, UPS, and other industries, with four production lines currently operational [2] - Each DC-link capacitor production line has a monthly capacity of approximately 30,000 units, while each Snubber capacitor production line has a monthly capacity of about 50,000 units [2] - The sales target for 2014 is 20 million yuan, and for 2015, it is set at 100 million yuan [2] Group 3: Foil Project Status - The company’s production of formed foil in Inner Mongolia is at full capacity, with eight lines supplying Hitachi AIC, and the electricity cost is approximately 0.38 yuan per kWh [2] - The production line in Baoji is affected by power outages due to equipment upgrades [2] - The company has eight lines for corrosion foil, with one line capable of supporting five formed foil production lines [2] Group 4: Sales and Profit Growth Analysis - The growth rate of sales revenue is lower than that of profit due to internal supply of corrosion and formed foils, which leads to sales offset in consolidated financial statements [2] - The product structure adjustment has increased the proportion of industrial capacitors [2]