电工合金(300697) - 电工合金调研活动信息（1）

Group 1: Strategic Goals - The company aims to become a leading provider of copper processing materials in China within three years by implementing core competitiveness and brand strategies [2] - The construction of a production line for key components of new energy high-voltage connection systems is expected to accelerate the industrialization of high-performance components, enhancing market influence [2] Group 2: Customer Base and Market Competition - The company has established significant partnerships with renowned enterprises such as CRRC, Schneider Electric, Siemens, and ABB in the copper busbar sector [2] - The copper busbar industry in China is fragmented, with many small-scale enterprises lacking the capacity for large-scale production, leading to intense price competition and weak profitability [2][3] Group 3: Product Demand and Production Capacity - There is a growing demand for high-end copper busbar products due to their advantages in conductivity, mechanical strength, and processing precision, particularly for large projects [3] - The company has an annual production capacity of 25,000 tons for copper busbars, positioning it as a leading player in the industry [3] Group 4: New Energy Investment Projects - The new energy investment project includes the production of module connectors, electronic control connectors, and high-voltage connectors for electric vehicles, with significant production capacity increases planned [3] - Upon reaching full production, the project will add 350,000 module connectors, 1.6 million electronic control connectors, and 200,000 high-voltage connectors to the company's output [3]