江瀚新材(603281) - 投资者关系活动记录表（湖北辖区集体接待日）

Group 1: Company Performance and Strategy - The company is enhancing domestic market sales to ensure capacity release amidst a challenging external environment [3] - Continuous optimization of product structure to increase the sales proportion of high value-added products [3] - The company is developing new customers and expanding into the silane market, maintaining year-on-year and month-on-month production growth [3] Group 2: Production Capacity and Expansion - Current production capacity does not meet market demand; expansion is necessary to satisfy the growing demand for functional silanes [3][4] - The 2000-ton quartz sand project commenced construction in December 2022, with a construction period of 36 months [3] Group 3: Project Progress and Completion - The annual production of 60,000 tons of trichlorosilane project has been completed and is operating at design capacity [4] - The functional silane coupling agent and intermediate construction project has completed all civil works, with some production facilities in trial operation, expected to be fully completed by the end of this year [4] - The first phase of the silicon-based new materials green recycling industrial park has begun construction on auxiliary facilities, with completion expected by June next year [4] - The research and office center construction project has topped out and is currently in the interior decoration phase, expected to be operational by early next year [4] - Preliminary work for the 2000-ton high-purity quartz sand project has been completed, with ongoing design improvements based on R&D results [4]