Group 1: Company Overview - The company, Liaoning Xinde New Materials Technology Co., Ltd., is listed under the stock code 301349 and is known as Xinde New Materials [1]. - The company has established production bases in Dalian and Chengdu, with a total capacity of 70,000 tons expected after upgrades [4]. Group 2: Production Capacity and Expansion Plans - Current production capacity includes 40,000 tons at the Dalian base and 15,000 tons at the Chengdu base, which is projected to increase to 30,000 tons post-upgrade [4]. - The company plans to adjust future production capacity based on customer demand and market conditions [4]. Group 3: Acquisition and Strategic Advantages - The acquisition of Chengdu Yutai is aimed at enhancing raw material supply and establishing a competitive edge in the southwest region [5]. - Chengdu Yutai has a processing capacity of 120,000 tons of ethylene tar, with current production of 15,000 tons of negative electrode coating materials expected to double after technical upgrades [5]. Group 4: Cost and Location Advantages - Chengdu Yutai benefits from lower procurement costs for ethylene tar, approximately 300 RMB per ton cheaper than existing facilities [5]. - The location in the southwest region allows for improved response times to downstream customers and reduced transportation costs [6]. Group 5: Product Development and Market Strategy - The company’s pitch-based carbon fiber project is in trial production, with ongoing market expansion efforts [6]. - The company emphasizes advanced production techniques and a comprehensive range of negative electrode coating materials, ensuring product stability and quality [6]. Group 6: Future Market Trends - The demand for fast-charging technology is expected to increase the usage of coating materials in negative electrode production [7]. - The company is committed to ongoing research and development to maintain competitiveness in the evolving battery technology landscape [8].
信德新材(301349) - 2023年7月25日 投资者关系活动记录表