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久吾高科(300631) - 2017年9月20日投资者关系活动记录表
JiuWu Hi-TechJiuWu Hi-Tech(SZ:300631)2022-12-05 01:42

Market Position and Industry Insights - The company holds over 40% market share in the domestic ceramic membrane market from 2012 to 2014, based on installation area statistics [3] - The ceramic membrane market size is expected to grow as the application fields expand [3] - Competitors in the ceramic membrane industry include international firms like Novasep and Pall, as well as domestic companies like Senda Membrane [6] Technological Developments - The company has made significant R&D investments in lithium extraction technology, with relevant patents disclosed in its prospectus and annual reports [4] - The ceramic membrane technology for ship exhaust desulfurization offers advantages over traditional methods, including reduced reagent consumption and smaller waste volume [4] - The company has signed contracts in the biofuel ethanol production sector, focusing on efficient separation processes [5] Application Areas and Market Expansion - The company’s sugar production process effectively reduces raw material costs and enhances product quality, facilitating market promotion [4] - In the paper industry, the company has secured multiple wastewater treatment projects, emphasizing zero discharge and water reuse technologies [5] - The timeline for industry-wide adoption of new technologies remains uncertain, but successful demonstration projects will drive interest from other companies [6] Cost and Competitive Analysis - There is potential for cost reduction in ceramic membrane production through ongoing research in material formulation and preparation [6] - The cost comparison between ceramic and organic membranes is complex due to their differing advantages and application environments [6]