恩捷股份(002812) - 2024年11月14日投资者关系活动记录表

Group 1: Company Overview and Product Development - The company began its foray into sulfide electrolyte materials in early 2021, establishing a subsidiary, Hunan Enjie, by the end of 2021 to develop core materials for all-solid-state sulfide batteries [1] - Hunan Enjie has three main products: 1. Lithium sulfide: A low-cost, large-scale, high-safety production process is being developed, with a pilot production line of 100 tons currently in testing [1] 2. Sulfide electrolyte: Production has scaled beyond laboratory levels, meeting performance indicators required by leading domestic and international battery companies [1] 3. Sulfide electrolyte membrane: Achieved roll-to-roll continuous production, meeting the performance needs of most leading battery companies [1] Group 2: Market Demand and Future Prospects - There is a significant increase in interest from downstream customers for semi-solid electrolyte membranes, with small-scale applications already underway and expected market demand to grow next year [2] - The company anticipates that semi-solid batteries will coexist with liquid and all-solid-state batteries, each serving different applications and scenarios [2] Group 3: Technical Challenges and Solutions - The main challenges in reducing the cost of lithium sulfide include complex process control and the current lack of large-scale production of sulfide solid-state batteries [2] - The company is focusing on optimizing production processes, including temperature control and sintering duration, to further reduce costs [4] - Key barriers in the preparation of sulfide solid-state electrolytes include the need for customized equipment and challenges in maintaining product uniformity and purity [3] Group 4: Competitive Advantages and Intellectual Property - The company has established a strong competitive advantage through early market entry, a robust R&D team, and collaboration with universities [3] - The company has applied for over 30 patents related to sulfide materials and is actively enhancing its patent portfolio, including international patents to avoid conflicts with Japanese companies [3] Group 5: Cost Reduction Strategies - Cost reduction strategies include forming deep partnerships with upstream raw material suppliers, upgrading production processes, and collaborating with equipment suppliers to develop more automated and intelligent machinery [4]