万润新能(688275) - 投资者关系活动记录表

Group 1: Company Overview - Wanrun New Energy (688275) aims to become a global leader in innovative new energy materials [1] - The company focuses on cathode materials and precursors for power and energy storage batteries, including lithium iron phosphate, sodium-ion battery materials, and manganese iron phosphate [2] Group 2: Market Demand and Strategy - The overseas market shows high acceptance and demand for lithium iron phosphate, with significant interest from major automotive companies like Tesla, Mercedes-Benz, and BMW [2] - The U.S. is identified as a key growth market for lithium iron phosphate materials due to its vast penetration potential in new energy vehicles and strong energy storage demand [2] - The company has completed land and facility acquisition for its U.S. project, with construction and equipment procurement underway [3] Group 3: Product Development and Production - Sodium-ion battery materials can be produced using existing lithium iron phosphate production lines, with ongoing development of industry standards [3] - The company is expanding its sodium-ion battery materials into various applications, including small electric vehicles and hybrid batteries, with significant order growth [4] - Collaboration with universities for solid-state battery research is ongoing, focusing on polymer electrolytes and sulfide solid electrolytes [4]