How do you view the composite foil market? The core advantages and competitiveness of Advanced Institute Technology Company

A： Composite foil materialIt involves many directions, including materials, intermediate vacuum equipment, magnetic control equipment, final electroplating equipment, ion exchange, and the links between these links, all of which are very important. The advantage of the company is the common technology in materials. For membrane materials, the company has several years of experience in membrane material preparation and modification. In the field of membrane material preparation and modification, the company has a deep accumulation of technology and talent. Secondly, the company is currently located in the central area of the new energy industry chain in Hefei, and some of the implementation processes have received strong support from the government. At present, the company is also actively filling in the core material industry. The company is located very close to downstream manufacturers, battery manufacturers, upstream equipment manufacturers, and membrane material manufacturers, basically within a 100 kilometer radius of the company. So the company has confidence in the implementation of the entire industry chain and the layout for the next stage. Thirdly, there is a time advantage. The company entered the composite foil industry relatively early, starting its involvement in this area in 2020, and also initiated related projects last year. So in terms of time, whether it's contact with equipment manufacturers, land layout, talent reserves, or current progress, the company should still be in the first tier. According to the company's pace, we will gradually achieve some significant results by the end of this year and early next year. Fourthly, the company also has relevant reserves in the area of basic elements. Regarding talent, the company has some talents in the field of materials, including those who have previously worked in related industries, such as vacuum equipment, electroplating equipment, and technical experts who have previously worked in roll to roll related materials. So overall, the company is quite confident that it can do this well. The core issue now still lies in when to release the product, efficiency, as well as the yield and cost of the product.

Q： Which companies are used for magnetron and horizontal electroplating equipment respectively?

A： Horizontal electroplating is Dongwei's equipment, and currently the first batch of magnetic control equipment in place is Tengsheng's. It is not convenient to talk about other parts at the moment.

Q： Opinions and plans on downstream sample delivery?

A： Although samples have not been sent yet, the company has actively communicated with downstream battery manufacturers and research institutes, and they also welcome the company's samples. Although laboratory product samples can also be sent, it is better to send the dosage production line products for maintenance. Because the future adoption process may last for 3-6 months and require constant selection of caregivers, the company believes that there is no need to rush this matter now. It is also possible to wait until the product has been polished to a good stage before sending it for adoption.

Q： Which companies will receive samples later?

A: CRM customers will go for adoption. At present, there is also communication with Ningde, and Ningde welcomes external samples. To be honest, currently there is no company that can provide particularly stable, high yield, and high-quality products for composite foil materials. This industry is still in a continuous development process. Ningde definitely welcomes more of these enterprises to enter, or to truly promote this industry.