湖南裕能(301358) - 2024年11月12日投资者关系活动记录表

Group 1: Production and Sales Outlook - The company expects strong growth in both the energy storage and power battery sectors, benefiting from supportive policies such as trade-in programs, with full production and sales achieved [1] - For 2025, the company plans to adjust production capacity based on market conditions, aiming to synchronize with industry growth and meet the demand for high-end and differentiated products [1] Group 2: Pricing and Market Dynamics - New products offer superior performance, leading to a stronger pricing advantage compared to standard products [2] - The company anticipates volatility in lithium carbonate prices due to a supply-demand imbalance, with plans to maintain normal inventory levels to ensure smooth operations [2] Group 3: International Expansion - The company is steadily advancing the preparatory work for its project in Spain, capitalizing on the growing recognition of lithium iron phosphate batteries in overseas markets [2]