playeuropeanroulette|光威复材：2024年民用端碳纤维及复合材料可能还是会以风电、光伏、氢能等清洁能源领域为主要目标市场

Flush (300033) Financial Research Center, May 05PlayeuropeanrouletteSome investors asked Guangwei compound material (300699) (300699), which aspect of the company's domestic end carbon fiber and composite materials is expected to grow in 24 years? The company said that at present, it has made a good technical reserve to dock with customers, waiting for the needs of customers. JustPlayeuropeanrouletteI understand metaphorically, is the company like a lamb, waiting for guests to come? It is hoped that the company can take the initiative to do a good job in the application of carbon fiber in civil use.

The company replied, "Hello!" It is my understanding that carbon fiber and composite materials for civil use in 2024 may still focus on clean energy such as wind power, photovoltaic and hydrogen energy as the main target market.PlayeuropeanrouletteIf you must shoot a possible incremental market in the futurePlayeuropeanrouletteAt present, it may be more reliable to select low-altitude related applications. Carbon fiber has become the first choice of aircraft structural materials because of its excellent performance and Designable structural characteristics, which is obviously different from the application of traditional ground transportation equipment with more choices, but whether there will be obvious progress in 24 years still needs to be seen while walking. Because of the market impression of the company's equipment business, the company's expansion efforts and contributions in the civilian end are often intentionally or unintentionally ignored. in fact, in some important civilian areas of carbon fiber at present, such as fishing gear in sports and leisure, to wind power, to pressure vessels, to civil aircraft, etc., the company's efforts are also the first in China. The company started with the industry of carbon fiber, extending upstream to prepreg and carbon fiber. We have our own understanding of the product technical logic and business logic of expanding the application of carbon fiber, and the heavy asset characteristics and broad application prospects of the carbon fiber industry also make the company know that as a private enterprise, there must be something to do and something not to do. it must be innovation-driven high-quality development, not a low-level expansion of resource consumption. With the development of carbon fiber industry into the era of performance-to-price competition, the application expansion of carbon fiber will also enter a new historical period, and we will more objectively evaluate our resource capacity and reflect it in the company's business layout or business development. We understand that your suggestions or opinions reflect more of your love and expectations for the company, which also reminds us to reflect all the time in order to avoid getting lost in a seemingly "prosperous" industry and eventually harming the majority of small and medium-sized investors. Thank you!