格隆汇11月14日｜丰元股份(002805.SZ)发布投资者关系活动记录表，截至目前，公司已建成的磷酸铁 锂产能共计22.5万吨，总体产能规划达30万吨，剩余7.5万吨产能处于在建阶段。2025年第四季度以来， 受益于下游需求的持续增长，公司产品的有效产能利用率保持在较高水平。公司针对客户对产品差异化 需求研发的高压实密度产品目前已经进入量产阶段。 ...

Group 1: Production Capacity and Utilization - The company has established a lithium iron phosphate production capacity of 225,000 tons, with a total planned capacity of 300,000 tons, and 75,000 tons currently under construction [2] - Since Q4 2025, the effective capacity utilization rate has remained high due to sustained growth in downstream demand [2] Group 2: Product Development and Innovation - The company has successfully entered mass production of high-pressure dense products in response to differentiated customer needs [3] - Continuous tracking of industry technology trends and market demand is emphasized for proactive product development [3] Group 3: Customer Cooperation and Market Strategy - The company strengthens long-term partnerships with core customers through joint R&D and product innovation, while also optimizing customer structure by collaborating with other leading enterprises [3] - Active business negotiations are conducted to ensure long-term win-win scenarios based on industry dynamics and customer feedback [3] Group 4: Performance Expectations and Market Outlook - The global market for power batteries and energy storage batteries is expected to grow, providing significant 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 [3] Group 5: Compliance and Risk Disclosure - The company adhered to information disclosure regulations during the investor communication, ensuring no undisclosed material information was leaked [3] - Any forecasts or strategic plans mentioned should not be interpreted as commitments or guarantees regarding the company's future performance [3]

Group 1: Production Capacity and Utilization - The company has established a lithium iron phosphate production capacity of 225,000 tons, with an additional 75,000 tons under construction. The current capacity utilization rate is high and shows a month-on-month increase due to sustained downstream demand growth [2] - The company plans to enhance capacity utilization through improving product competitiveness, deepening cooperation with existing customers, and actively expanding partnerships with other leading downstream enterprises [2] Group 2: Pricing and Market Dynamics - The company is closely monitoring industry trends and will engage in business negotiations based on downstream customer needs and raw material price trends, following an initiative from the industry association to promote healthy development in the lithium iron phosphate materials sector [3] - Recent developments indicate that the company is prepared to adjust product pricing in response to market conditions [3] Group 3: Strategic Developments in Solid-State Battery Materials - The company has initiated research and development in solid-state battery cathode materials and has invested in solid-state battery enterprises [3] Group 4: New Product Development - The company has successfully entered mass production of high-pressure dense products developed in response to customer needs, while continuously tracking industry technology trends and market demand changes [3] Group 5: Future Performance Outlook - The global market for power and energy storage is showing clear growth trends, with significant growth rates, indicating a broad development space for the lithium battery cathode materials industry. The company aims to seize opportunities in the new energy sector, focusing on lithium battery cathode materials, optimizing production and supply chain management to enhance overall operational efficiency and profitability [3] - The company emphasizes that any forecasts regarding industry trends or company development strategies should not be interpreted as commitments or guarantees from the management, urging investors to be aware of investment risks [3]

证券日报网讯万润新能7月31日在互动平台回答投资者提问时表示，目前公司高压实密度产品正按照既 定研发进度有序推进中，验证进展顺利，公司将加速放量进程。 （文章来源：证券日报） ...