元力股份(300174) - 元力股份调研活动信息(1)

Group 1: Company Strategy and Focus - The company will continue to focus on its main business, leveraging the activated carbon industry chain and expanding into high-end markets such as health medicine, environmental energy, and new materials [2] - Plans to enhance market leadership in wood-based activated carbon and strengthen technological innovation to improve growth and market share [2] - The company aims to develop a comprehensive, innovative high-tech enterprise in carbon and silicon materials through strategic upgrades and extensions [2] Group 2: Product Development and Market Expansion - The company is actively expanding its applications in the pharmaceutical-grade activated carbon market and exploring innovative cooperation with pharmaceutical manufacturers [3] - There is a strong emphasis on expanding the application of gas-phase adsorption, particularly in environmental governance, and increasing production capacity for granular carbon [3] - The company is leveraging its partnership with Evonik Industries to deepen its involvement in the high-dispersion silica industry, aiming for coordinated business development [3] Group 3: New Energy and Technological Advancements - The establishment of Yuanli New Energy Carbon Materials Co., Ltd. aims to enhance the company's competitive edge in carbon materials and optimize product structure [3] - The company has made progress in the development of supercapacitor carbon and hard carbon for sodium-ion battery anodes [3] - The company maintains a high capacity utilization rate for activated carbon, sodium silicate, and silica, with ongoing projects to expand production capacity [3] Group 4: Employee Incentives and Long-term Growth - A long-term incentive plan for key personnel was launched in July 2023, aimed at binding core talent to the company and promoting stable long-term development [4] - The plan is set to begin in 2024 and will last for 10 years, fostering a partnership mentality among employees [4]