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Xindian New Materials (301349.SZ): Has not yet applied in the field of low-altitude aircraft and drones.
XinDuin New Materials (301349.SZ) stated on the investor interaction platform on June 17th that the company's asphalt-based carbon fiber products are currently mainly used in two directions: 1) thermal insulation field; 2) carbon felt electrode of vanadium liquid flow battery. With the continuous promotion of technological research and development innovation and product structure optimization, the company's products are expected to expand to more application areas and scenarios. They have not yet been applied to low-altitude aircraft and drone related fields. The negative electrode coating material produced by the company is mainly used in the fields of power, consumer, energy storage, and lithium-ion battery negative electrodes.
Express News | Xindian New Material: plans to extend the usable date of the "Research and Development Center Project" to December 31, 2025.
Sinoma Advanced Materials (301349.SZ): Currently, it has achieved small-scale supply of carbon fiber products.
On June 7th, Gelunhui reported that an investor on the investor interaction platform asked Xindaoxin Materials (301349.SZ), 'Has the company started production of carbon fiber? Please provide an overview of the progress.' The company replied that the management places great emphasis on the development of carbon fiber business, and is orderly promoting downstream customer certification and market promotion work. Carbon fiber products have been supplied in small batches.
Lithium battery sector of A-share boosted, with cathode leading the rise.
On June 5th, Xindanew Material and Shanghai Putailai New Energy Technology approached the limit-up, Hunan Zhongke Electric, Hunan Yuneng, and other companies followed the trend. Huaxin Securities research report stated that the policy of replacing old with new for power batteries has promoted demand elasticity on the demand side. Some companies on the supply side have begun to reduce capital expenditures, and the supply and demand structure is marginally optimized. The industry chain's profits are expected to improve quarter by quarter in 2024, and the valuation may recover.
Express News | The lithium battery industry chain soared, Xinhuangxin Materials rose over 16%, Hunan Zhongke Electric, Shanghai Putailai New Energy Technology, and Shangtai Technology rose over 7%.
Xindia New Materials (301349): The leading negative electrode coating material, integrated layout building cost advantage.
Specializing in anode materials for lithium batteries, Xindoo New Materials experienced a decline in performance in 2023 and Q1 of 2024. Xindoo New Materials is engaged in R&D, production and sales of anode coating materials for lithium batteries. Its main products are anode coating materials, while secondary products include rubber plasticizers and cracked naphthalene distillates.
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