湖南裕能(301358) - 2024年11月5日投资者关系活动记录表（一）

Group 1: Integrated Business Layout - The company focuses on a comprehensive layout of "resources - precursors - cathode materials - recycling" to enhance its core competitiveness [1] - The company has obtained mining licenses for the Dashi phosphate mine and Huangjiapo phosphate mine, securing resource supply [1] - The company has achieved self-supply of precursor iron phosphate, ensuring quality [1] - Future plans include strengthening control over key technology and talent reserves for large-scale lithium battery retirement [1] Group 2: Copper Smelting Project Advantages - The company has no copper resources but leverages its ability to utilize by-products from copper smelting to reduce costs and support its main business [2] Group 3: Maintaining Core Technological Competitiveness - The company implements long-term, flexible incentive mechanisms and competitive salary systems to retain its core technology team [2] - Increased R&D efforts are focused on customer needs to enhance innovation capabilities [2] - The company has adopted various technical confidentiality measures to prevent technology leakage [2] Group 4: Overseas Business Expansion - The company is actively preparing for a project in Spain to produce 50,000 tons of lithium battery cathode materials annually, responding to the rising demand in the overseas iron phosphate market [2]