贝特瑞(835185) - 投资者关系活动记录表

Group 1: Investor Relations Activity - The investor relations activity took place from February 11 to February 12, 2025, with 18 investors participating, including major firms like JP Morgan and Invesco Global [3][4]. - The meeting was held at the company's conference room and a tea tasting center in Shenzhen [3]. Group 2: Industry Competition and Market Position - The negative electrode industry has seen many new entrants, but the competitive landscape is expected to stabilize as leading companies strengthen their market positions through technology and cost control [4]. - The company has a negative electrode production capacity of 575,000 tons/year, with an additional 80,000 tons from a new project in Indonesia [6]. Group 3: Product Development and Capacity - The company has achieved significant market share in lithium iron phosphate, impacting the market for ternary materials, which are now focusing on cost reduction and performance improvement [5]. - The current silicon-based negative electrode capacity is 5,000 tons/year, with ongoing projects in Shenzhen to increase production based on market demand [8]. Group 4: Investment and Expansion Plans - The company plans to continue investing in upstream and downstream opportunities to stabilize its supply chain, primarily through equity stakes [9]. - The overseas market strategy includes successful projects in Indonesia and Morocco, with optimistic expectations for future growth [10]. Group 5: Supply Chain Challenges - Rising raw material prices and cost-cutting demands from automotive manufacturers are creating significant pressure on the supply chain, prompting the company to enhance supply chain management and innovation to mitigate these challenges [11]. Group 6: Future Growth Sources - The company's growth strategy focuses on large clients through customized development, aiming for a growth rate above the industry average by increasing market share among key customers [13].