Group 1: Company Performance - The wastewater treatment subsidiary acquired last year is operating normally, with stable profitability that meets expectations [2] Group 2: Regulatory Progress - The China Securities Regulatory Commission has officially accepted the company's application materials for non-public issuance, and the review progress can be checked on the CSRC website [2]

Group 1: Company Operations - The production line for electrolytic manganese has been temporarily shut down due to prolonged low market prices, which have kept selling prices below costs [1] - The recent acquisition of mining rights from the major shareholder was based on a commitment made during the 2011 acquisition of upper mining rights, aimed at resolving potential industry competition [1] Group 2: Development Strategy - The company's current development strategy focuses on a dual-core business model centered around manganese-based new energy battery materials and environmental protection industries such as wastewater treatment [2]

Group 1: Environmental Industry Perspective - The company currently focuses solely on urban sewage centralized treatment within the environmental sector, with no specific plans for other related industries in the short term [1]. Group 2: Support from Local Government - As the only publicly listed company under the Xiangtan State-owned Assets Supervision and Administration Commission, the company receives consistent support from the local government for business expansion [1].

Group 1: New Energy Battery Materials Development - The company is actively planning its layout in the new energy battery materials sector, focusing on building a 10,000-ton high-purity manganese sulfate production line, which is essential for producing lithium manganese oxide and nickel-cobalt-manganese materials [1] - The company is increasing R&D and investment in specialized manganese lithium products, aiming to refine existing products and enhance quality [1][2] - The controlling shareholder has invested in a lithium iron phosphate production line, with the company exclusively responsible for sales [2] Group 2: Production Line Advantages and Financial Impact - The new high-purity manganese sulfate production line leverages the company's established production processes and cost advantages, with completion expected by the end of the year [2] - The financial impact of the new production line on the company's performance is anticipated to be minimal in the current year, as benefits will be assessed post-completion [2] Group 3: Market Position and Strategic Considerations - The company acknowledges its relatively slow development in the new energy battery materials sector, emphasizing a cautious approach focused on market changes and competitive advantages [2] - In wastewater treatment, the company plans to integrate other local wastewater treatment enterprises when conditions are favorable, but will be cautious about expanding outside of Xiangtan [3] - The company intends to continue developing its existing manganese chemical industry while transitioning to high-tech, high-value-added products to maintain its leading position in the industry [3]

Group 1: Company Operations and Developments - The relocation compensation amount has not been determined as the relocation compensation agreement has not been signed yet [1] - The high-purity manganese sulfate production line is currently under construction, expected to be completed and put into production by the end of the year, with an annual production capacity of 10,000 tons [1] - The new production line is expected to expand the company's business scope and scale in the new energy battery materials sector, aligning with the company's strategic development plan [1] Group 2: Future Plans in New Energy Battery Materials - The company is actively laying out its business in the new energy battery materials sector to seize market opportunities and enhance profitability [2] - The construction of the high-purity manganese sulfate production line is aimed at producing lithium manganese oxide, manganese trioxide, and nickel-cobalt-manganese ternary materials [2] - The company is increasing research and investment in specialized electrolytic manganese dioxide products for lithium manganese oxide, seeking breakthroughs in this area [2] - The controlling shareholder has invested in the construction of a phosphate iron production line, primarily for lithium iron phosphate raw materials [2]

Group 1: Company Development Strategy - The company is implementing a dual-core development strategy focused on manganese-based new energy battery materials and environmental protection industries, such as wastewater treatment [2][3] - The company plans to deepen its manganese industry by leveraging resources and location advantages, aiming to consolidate and expand market share [2] - There are intentions to expand the new energy battery materials business through asset restructuring and self-cultivation, with increased R&D investment in this area [2] Group 2: Environmental Industry Integration - The company aims to integrate other newly established urban wastewater treatment enterprises in the region when conditions are favorable, gradually increasing the proportion of the environmental industry in its main business [3] - The company is currently in a critical phase of industrial transformation and upgrading, with management cautiously determining specific development plans amid a challenging economic environment [3] Group 3: Stock Issuance Progress - The non-public stock issuance is progressing smoothly after obtaining formal approval from the China Securities Regulatory Commission, with an announcement to be made upon completion [3]

Group 1: Mining Resources - The company has approximately 4 million tons of manganese ore resources with an average manganese grade of around 20% [1] - The annual mining scale is about 150,000 to 200,000 tons, with a decrease in mining volume this year due to industry downturn and seasonal factors [1] - Domestic manganese ore prices have increased, benefiting the company's sales [1] Group 2: Production Capacity - The production capacity of the company's lithium manganese dioxide for lithium batteries is 10,000 tons per year, with last year's output being over 4,000 tons [2] - The production volume is expected to increase this year based on market conditions [2] - Lithium manganese dioxide is widely used in portable electric tools, electronic instruments, mobile phones, laptops, and has good prospects in electric vehicles [2] Group 3: Competitive Position - The company holds a leading position in the electrolytic manganese dioxide industry, with advantages in brand, technology, customers, and resources [2] - As a public company, it bears greater social responsibility and invests more in environmental protection, which impacts product competitiveness [2] - The company aims to enhance competitiveness through improved product quality and performance while maintaining a strong commitment to environmental governance [2]

证券代码：002125 证券简称：湘潭电化 编号：2020-009 湘潭电化科技股份有限公司投资者关系活动记录表 | --- | --- | |-----------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | 投资者关系活动 \n类别 | √ 特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 \n□其他 （请文字说明其他活动内容） | | 参与单位名称及 | | | 人员姓名 | 海通证券股份有限公司 周旭辉 | | 时间 | 2020 年 7 月 27 日 | | 地点 | 公司 23 楼中会议室 | | ...

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