中科电气(300035) - 中科电气调研活动信息(1)

Group 1: Company Operations and Response to COVID-19 - The company established a special leadership group to respond to the pandemic, ensuring unified arrangements for epidemic prevention, business resumption, and material preparation [3] - Employees were organized to return to work in batches through a whitelist system, and production capacity can meet current customer orders [3] Group 2: Logistics and Supply Chain - Initial impacts on domestic logistics due to COVID-19 were noted, but the situation is improving as the pandemic is controlled [3] - The company has ensured logistics continuity through enhanced coordination and alternative logistics methods, with minimal impact on transportation needs outside Hubei province [3] Group 3: Market Development and Product Applications - The company has achieved bulk supply to SKI and is progressing with product sampling for other overseas clients like LGC [4] - There is no significant price difference for negative materials between domestic and international markets; variations are due to different performance requirements rather than geographical differences [4] Group 4: Product Development and Expansion Plans - The company is investing in silicon-based negative materials, with a pilot production line completed and products undergoing testing [5] - Expansion projects for new negative material and graphitization production lines are underway, with an expected capacity of 40,000 to 50,000 tons by the end of 2020 [5]