湘潭电化(002125) - 2024年12月2日投资者关系活动记录表

Group 1: Market Impact and Demand - The company’s operations have not been affected by fluctuations in imported manganese ore prices [1] - Demand for primary batteries is strong due to improved consumer confidence as inflation in Europe and the US eases and labor markets improve [1] - Manganese is suitable for solid-state batteries due to its abundant resources, high voltage platform, and safety [1] Group 2: Project Progress and Resource Management - The company’s subsidiary, Xiangtan Lijin, is constructing a project with an annual production capacity of 30,000 tons of spinel manganese lithium battery materials [1] - The company has some inventory of unexploited manganese carbonate ore from the original Xiangtan manganese mine, while work on the Xiangtan Nanmukong manganese mine is ongoing [1] - The company is actively working on safety facility designs for the Jingxi Aitun manganese mine [1] Group 3: Regulatory and Compliance - There are currently no formal measures released by the State-owned Assets Supervision and Administration Commission (SASAC) regarding market value management assessments [1] - The company will actively implement the requirements of the China Securities Regulatory Commission (CSRC) and SASAC for compliance in market value management [2]