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东江环保(002672.SZ):目前没有电解金属锰业务
Ge Long Hui· 2025-12-23 07:03
格隆汇12月23日丨东江环保(002672.SZ)在互动平台表示,公司主要产品为硫酸铜、碱式氯化铜、氧化 铜等资源化产品及精铋、粗银、精碲、氧化锑等稀贵金属产品,目前没有电解金属锰业务。 ...
光华科技(002741) - 广东光华科技股份有限公司投资者关系活动记录表
2025-11-24 07:14
Group 1: Company Products - The company primarily produces PCB chemicals, lithium battery materials, and high-purity chemical reagents [1][2] - PCB chemicals are divided into high-purity chemicals and formulated chemicals, with high-purity chemicals used in PCB production processes [1][2] - Lithium battery materials include ternary precursors, lithium iron phosphate, and various salts, characterized by stable quality and high density [2][3] Group 2: Business Strategy and Cost Optimization - The company is optimizing its strategic layout in the new energy sector to reduce production costs and enhance competitiveness [2][3] - Continuous investment in R&D and market expansion is aimed at achieving profitability in specialized product areas [2][3] Group 3: Product Development and Innovation - The company is currently optimizing its lithium sulfide product, which is in the testing phase [3][4] - The production process for lithium sulfide is designed to minimize impurities and enhance product purity, meeting battery-grade requirements [4] Group 4: Market Position and Capacity - The company has a current production capacity of 18,000 tons for copper oxide, with potential expansion to 25,000 tons [4] - The company is a leading supplier of high-purity electronic-grade copper oxide in the international market [4] Group 5: Future Production Plans - The current production capacity for lithium sulfide solid-state battery materials is 300 tons per year, with plans to expand to 3,000 tons per year based on market demand [4][5] Group 6: Industry Outlook - The electronic chemicals industry is expected to benefit from technological advancements, government support, and increasing domestic substitution, indicating a positive future outlook [5] - The chemical reagent industry is projected to grow due to increased investment in independent innovation and rising market demand [5]