中伟股份(300919) - 中伟股份投资者关系管理信息

Group 1: Nickel Production and Supply - The company has established four nickel raw material bases in Indonesia, with a total production capacity nearing 200,000 metal tons [1] - The combined annual production of the Feicui Bay and Debang projects is 55,000 tons of low-ice nickel, with full production expected [1] - In the first half of 2024, the company's overall nickel output in Indonesia exceeded 35,000 metal tons, with a nearly 40% quarter-on-quarter growth in Q2 [1] Group 2: Self-Supply Ratio and Sales Volume - The self-supply ratio of nickel is expected to reach nearly 50% this year and continue to improve next year [2] - Sales volume of nickel, cobalt, phosphorus, and sodium products exceeded 140,000 tons in the first half of 2024, representing a 15% year-on-year increase, with nickel and cobalt products accounting for over 120,000 tons [2] - Sales volume of nickel products with a grade of 8 series and above exceeded 65,000 tons, while cobalt products with a grade of 4.5V and above reached nearly 10,000 tons [2] Group 3: Product Development and Cost Reduction - The NFPP precursor series products have achieved mass production, with a 20% reduction in comprehensive costs [2] - The company has introduced high-voltage nickel manganese lithium precursors to core customers, with small batch verification underway [3] - The company has implemented a new process for lithium metal recovery, achieving a recovery rate of over 96% for lithium and 98.5% for nickel-cobalt metals [3] Group 4: Global Capacity and Resource Layout - The company is advancing the construction of an integrated nickel refining and precursor production base, with an annual nickel refining capacity of 50,000 tons and precursor production capacity of 110,000 tons [4] - In Morocco, the company collaborates with AL MADA to jointly advance a project with an annual capacity of 120,000 tons of ternary precursors and 60,000 tons of phosphorus materials [4] - The project aims to provide battery materials for over 100,000 electric vehicles annually, enhancing the company's competitiveness in the global battery materials industry [4]