GW COMPOS(SZ:300699)2022-12-04 08:56Group 1: Wind Power Carbon Beam Business - The wind power carbon beam business has become a significant revenue source since collaboration with Vestas began in 2016, and the company aims to expand this business further [2][3] - The establishment of a subsidiary for the wind power carbon beam business is intended to focus resources and explore more commercial opportunities, enhancing flexibility for the parent company [3] Group 2: Prepreg Business Development - The prepreg business has shifted from a competitive fishing gear market to high-value sectors such as aerospace, electronics, and communications, with the fishing gear market now accounting for approximately 50% of the business [3][4] - The company plans to enhance research and innovation capabilities in the prepreg sector, focusing on high-end applications [3] Group 3: Military Product Procurement and Capacity - Military clients have a pre-planned procurement process, with annual contracts signed at the beginning of each year, ensuring that actual execution aligns closely with plans [4] - Current production capacity is expected to meet the normal growth needs of military business, with plans for new production lines based on demand [4] Group 4: High-Strength Carbon Fiber Development - High-strength carbon fiber is primarily used in aerospace and high-end civilian applications, with the company having developed M40J grade carbon fiber and currently working on M55J grade [4][5] - The T800H project is in the engineering application verification stage, with progress on related validations proceeding smoothly, although specific mass production timelines remain uncertain [5] Group 5: Automotive Lightweighting - The company is monitoring advancements in carbon fiber applications within the automotive sector but has not yet invested significant resources in this area [5]