| 投资者关系 | √特定对象调研 □分析师会议 □业绩说明会 | | --- | --- | | 活动类别 | □媒体采访 □新闻发布会 □路演活动 | | | □现场参观 □其他 | | 参与单位名称 | 易方达基金、华夏基金、博时基金 | | 及人员姓名 | | | 时间 | 2025 年 11 月 20 日 | | 地点 | 深圳 | | 上市公司接待 | 庞林（总经理/财务总监） | | 人员姓名 | | | | 本次交流会中，互动问答的主要内容（口头交流内容表述 | | | 可能存在误差，如与正式公告内容冲突，请以正式公告披露内 | | | 容为准）如下： | | | 1、请问公司磷酸铁锂产能的布局规划、建设推进节奏，以及 | | | 目前产能利用率处于什么水平？ | | 投资者关系活动 | 截至目前，公司已建成的磷酸铁锂产能共计 22.5 万吨， | | 主要内容介绍 | 7.5 万吨产能处于在建阶段，产能分布在公司枣庄、玉溪、安 | | | 庆的三个基地。公司也会根据行业的发展趋势和下游客户的需 | | | 求变化，在产能建设实施过程中进行实时调整。 | | | 从 2025 年第四季度开始， ...

Group 1: Business Overview - The company has a total production capacity of 100,000 tons per year for industrial oxalic acid, refined oxalic acid, and oxalic acid derivatives, utilizing advanced processes with high yield and low energy consumption [2] - The current production capacity for lithium iron phosphate is 225,000 tons, with an additional 75,000 tons under construction [3] Group 2: Production and Utilization - The effective capacity utilization rate for lithium iron phosphate products remains high due to sustained growth in downstream demand since Q4 2025 [3] Group 3: Pricing and Market Strategy - The company is closely monitoring industry trends and engaging in negotiations with customers to adjust product prices based on various factors, including raw material price fluctuations [3] Group 4: Future Outlook - The global market for power batteries and energy storage batteries is showing clear growth, providing significant development opportunities for the lithium battery cathode materials industry [3] - The company aims to enhance overall operational efficiency and profitability through deepened cooperation, cost reduction, and improved management practices [3] Group 5: Investor Communication - The company ensured compliance with information disclosure regulations during investor communications, avoiding any leakage of undisclosed significant information [3]