GW COMPOS(SZ:300699)2022-12-04 09:10Group 1: Carbon Fiber Development - The T800H carbon fiber is still under verification, with small batch production currently available [1] - The wet process is primarily used for military and aerospace applications, while the dry spray wet spinning process is mainly for civilian products [2] - The C919 aircraft currently relies on internationally sourced carbon fiber, with the company participating in the PCD certification process alongside downstream composite manufacturers [2] Group 2: Raw Material and Client Development - The company produces its own precursor, with acrylonitrile sourced domestically as a major chemical commodity [2] - The wind power carbon beam business currently has only one client, Vestas, and the company is collaborating with domestic wind power enterprises to explore new applications of carbon fiber in wind turbine blades [2] Group 3: Strategic Planning - The company adheres to a development strategy of "two highs and one low," focusing on higher performance, stronger products, and cost reduction [3] - The T1000 grade product has achieved engineering production capabilities at a scale of hundreds of tons, with future advancements relying on downstream application traction [3] - Continuous research and development of higher-grade carbon fiber products and efforts to lower production costs will be pursued [3]