Group 1: Company Overview - The company specializes in the research, production, and sales of industrial filtration materials, serving as a major provider of "filtration and separation" materials in China [2]. - Main product categories include non-woven series for solid-gas separation and woven series for solid-liquid separation, widely used in industries such as thermal power, cement, mining, waste incineration, chemicals, and steel [2]. Group 2: Product Applications - In the renewable energy sector, the company's solid-liquid separation materials are primarily used in lithium battery applications, including lithium ore, cathode materials, and wastewater treatment during the recycling process [2]. - The company offers a wide range of products that meet various operational conditions, such as temperature, filtration precision, acidity, abrasion resistance, corrosion resistance, and anti-static properties [3]. Group 3: Competitive Advantages - The company has developed core technologies in filtration material production through continuous investment in production processes, technical research, and equipment upgrades, recognized as a provincial enterprise research institute [3]. - The R&D and management team has accumulated years of industry experience, resulting in thousands of product solutions tailored to meet diverse customer needs [3]. - The comprehensive product range allows the company to serve both solid-gas and solid-liquid separation applications, providing full-service capabilities and economies of scale [3]. Group 4: Future Growth Drivers - The company's broad application across various industries and diverse customer types will address previous customer loss due to capacity constraints and delivery issues [3]. - Increasingly stringent national environmental and carbon reduction policies will expand the application of the company's products across various fields [3]. - The company is innovating and iterating products for new applications in sectors such as renewable energy and waste incineration [3]. - Accelerating product structure adjustments and developing new product lines will enhance market positioning [3]. - The company aims to adopt a differentiated competitive strategy against large foreign filtration material enterprises, promoting import substitution [3].
严牌股份(301081) - 2022年1月20日投资者关系活动记录