盐湖股份表示，公司对碳酸锂行业的长期发展前景持坚定乐观态度。行业需求增长的核心驱动力明确且 强劲，一方面源于新能源汽车产业的持续扩容与渗透率提升，另一方面则依托储能领域的规模化发展带 来的增量需求。 凭借长期深耕形成的技术积累与工艺迭代优势，盐湖股份碳酸锂产品生产成本处于行业领先梯队，具备 突出的市场竞争韧性。后续，公司将以产品品质升级与成本精细化管控为双轮驱动，并深度融入阿米巴 经营理念，进一步筑牢核心竞争力。一是技术攻坚层面，公司将持续加大研发投入，推进生产工艺的迭 代升级，以高标准的全流程品控体系保障产品品质稳定性，进一步强化产品在市场中的议价能力。二是 成本管控层面，公司深度践行"算账经营"理念，构建"横向到边、纵向到底"的穿透式成本管控体系，推 动成本管理覆盖生产、采购、销售等全业务链条。在此基础上，公司推行阿米巴独立核算机制，将经营 目标层层分解至各最小经营单元，明确各单元的成本责任与效益目标，树立"全员、全流程、全要素"的 成本管控意识，激发全员主动降本增效的内生动力。通过降本节支、精益管理的系列举措，公司持续巩 固并扩大成本优势。 对于公司新建4万吨锂盐一体化项目生产经营情况，盐湖股份相关负责 ...

股票代码：000792 股票简称：盐湖股份 2、问：公司新建 4 万吨锂盐一体化项目生产经营 情况？ 答：4 万吨锂盐一体化项目作为公司重点布局，已 于 2025 年 9 月 28 日正式投产，实现了"投产即量产" 的高效开局，截至目前不仅顺利达成年度经营目标，更 实现了产能的快速爬坡与品质的稳步提升。该项目引用 "连续离子交换移动床＋膜耦合"先进工艺，推动产业 高端化、智能化、绿色化转型，通过降低解吸温度、回 收低品位热能的创新实践，碳酸锂单位生产成本较预算 显著下降，突破行业长期存在的"高耗低效"瓶颈，构 建起突出的成本优势。目前，产品纯度长期稳定在 99.7% 以上，整体运营效率保持在较高水平，为盐湖股份新能 源板块的高质量发展注入强劲动力。 3、问：近期碳酸锂大涨，公司如何看待碳酸锂未 来发展趋势？ 答：公司对碳酸锂行业的长期发展前景持坚定乐观 态度。行业需求增长的核心驱动力明确且强劲，一方面 源于新能源汽车产业的持续扩容与渗透率提升，另一方 面则依托储能领域的规模化发展带来的增量需求。 青海盐湖工业股份有限公司投资者关系活动记录表 编号：2025-007 投资者关系活动类 别 □特定对象调研 □分析 ...

Core Insights - The article emphasizes the importance of team management in enhancing production efficiency and safety within the company, highlighting the successful implementation of the Amoeba management philosophy [2][4]. Group 1: Team Management and Structure - The company has established a learning-oriented, safety-focused, innovative, efficiency-driven, and harmonious team management model, integrating the Amoeba management concept to empower team members as active participants in operations and cost control [2]. - The Liu Fuping welding team, formed in 2014, has significantly contributed to major projects, including the Beijing Railway Hub and the Tianjin Tower, and has been recognized as one of the top ten teams in the company [4]. Group 2: Performance Assessment - The company employs a comprehensive performance assessment system combining quantitative and qualitative measures, focusing on labor discipline, safety, quality control, and production management [6]. - The Liu Fuping welding team utilizes a detailed production plan to monitor project progress and adjust tasks accordingly, ensuring transparency in performance and compensation [6]. Group 3: Technological Innovation - The Liu Fuping team has achieved a 20% increase in assembly efficiency and maintains a weld quality rate exceeding 99.8% through continuous learning and technological advancements [10]. - The team developed an adjustable fixture for irregular box-type components, significantly reducing production time and material waste, thus enhancing overall efficiency [13]. Group 4: Safety Management - The Liu Fuping team implements strict safety protocols and 6S management to maintain a clean and organized work environment, ensuring worker safety and comfort [15]. - The team emphasizes proactive safety measures, treating potential hazards seriously and educating members to prevent accidents [15]. Group 5: Future Outlook - The Liu Fuping welding team is positioned as a model for safety and efficiency, committed to continuous improvement and contributing to the company's high-quality development [16].

Summary of Matsui Co., Ltd. Conference Call Company Overview - Matsui Co., Ltd. reported a revenue of approximately 200 million yuan in Q2, representing a 27% quarter-over-quarter increase. The automotive business showed exceptional performance, with revenue nearing 100 million yuan in the first half of the year, a year-over-year increase of 109.6%, accounting for 28.15% of total revenue. Q2 automotive revenue grew by 136% year-over-year [2][3] Key Points Industry Focus - Matsui Co., Ltd. is primarily engaged in the production of functional coating materials, including paints, inks, and adhesives, with applications in 3C, automotive, and emerging sectors [3][4] Solid-State Battery Developments - The company provides comprehensive solutions in the solid-state battery sector, including printing equipment and UV insulating adhesives, and has entered the pilot testing phase with leading downstream manufacturers. The solid-state battery production process requires isostatic pressing technology for insulation and support [2][5] - The solid-state battery coating process is a standard step to address insulation issues after electrode contact, and Matsui's solution integrates process, equipment, and materials, creating a system with significant technical barriers [2][8] Financial Performance - In the first half of 2025, Matsui's R&D expenses were approximately 50 million yuan, a year-over-year increase of 6.73%, accounting for about 14% of revenue. The management expense ratio, excluding depreciation and amortization, decreased by 0.9 percentage points year-over-year [2][7] Production Capacity and Equipment - The current production line is planned for a monthly output of 20 MWh, with a doubling of line speed. The new equipment's value has significantly increased, starting from several million yuan [4][18] - Customers are focused on line speed and precision, with ongoing efforts to meet acceptance criteria as they transition from experimental to mass production phases [12][27] Market Trends and Future Outlook - Full solid-state battery production is expected to commence in 2027, with small batch pilot production lines being established in 2026. There is anticipation of sample vehicles being used soon [4][23] - The company is strategically focused on the new energy sector and is extending its digital printing technology into high-end fields, including automotive glass printing in collaboration with Fuyao [4][26] Challenges and Competitive Landscape - The solid-state battery coating process has high equipment compatibility requirements, and while other companies are exploring UV adhesives, achieving full compatibility remains challenging due to various parameters affecting production costs and quality [11][10] - The industry is exploring alternatives to laser etching technology, but significant challenges remain, and current solutions are still reliant on laser etching processes [19] Material Costs and Pricing - Material prices are expected to decrease significantly once production processes stabilize and variability in material acquisition is reduced, although this may take time [28][29] Additional Insights - There is potential for large-scale bidding demands from downstream customers before the Spring Festival, with ongoing projects for sample lines and experimental lines [27] - The company is actively researching and developing in the PCB sector, with main solder inks entering small batch verification stages [26]