Group 1: Production Capacity - The current production capacity of the company is 40,000 tons, which includes an existing capacity of 25,000 tons and a new project with a capacity of 15,000 tons that started production in November 2022 [2] - The company expects its total production capacity for the year to be between 50,000 and 55,000 tons, with a new capacity of 15,000 tons expected to be operational in the second half of 2023 [3] - The company is the largest supplier of anode coating materials with a planned capacity of 40,000 tons per year and an additional 15,000 tons under construction [4] Group 2: Product Shipment and Sales - The company anticipates that the shipment volume of its coating materials in Q1 2023 will remain stable compared to Q4 2022, influenced by the Spring Festival holiday [3] - The sales proportion of low-temperature and medium-temperature anode coating materials is approximately 40%, while the high-temperature anode coating materials account for about 60% [3] - The company aims to release over 200 tons of production capacity from its carbon fiber project in Q1 2023, with ongoing equipment debugging [4] Group 3: Market Position and Strategy - The company maintains stable long-term relationships with major customers, with a collaborative history of 5-10 years, ensuring pricing stability based on mutual agreements [3] - The company is focused on enhancing its market share by planning further capacity increases and optimizing production processes through R&D investments [4] - The specific market share of the company's products in consumer electronics and new energy vehicles is difficult to quantify due to a lack of publicly available data [4]
信德新材(301349) - 2023年2月3日投资者关系活动记录表