Business Overview - Brief introduction of the company's operations and current status of its three major business segments [3] - Aluminum electrolytic capacitors are expected to grow in AI and low-power applications, with potential cost reductions due to green electricity for foil formation [3] - MLPC technology has achieved breakthroughs and is making progress in AI server applications, with promising development prospects [3] - Solid-liquid hybrid capacitors have become more competitive after adopting the national disruptive technology achievement, N-type polymer materials [3] Film Capacitors - Film capacitors are slightly below expectations, but expansion in automotive film capacitors will continue [3] Super Capacitors - Super capacitors are currently used in smart meters, wind turbine pitch control, smart grid upgrades, rail transit, oil-to-electric projects, and port machinery [3] - The latest application is in AI server fields, with the company discussing technical solutions with relevant manufacturers [3] - The company's products are well-suited for these applications, offering advantages such as large production capacity, short expansion cycles, and low costs [3] Shareholder Equity Transfer - The equity transfer agreement between the controlling shareholder and Yiwei Investment remains valid, with ongoing discussions on subsequent arrangements [3] Compliance and Disclosure - The company ensures the authenticity, accuracy, completeness, timeliness, and fairness of information disclosure, with no leakage of undisclosed significant information [4]
江海股份(002484) - 江海股份投资者关系管理信息