THXN(SZ:300390)2025-06-06 01:47Group 1: Lithium Production Capacity - The company has established three major production bases in Sichuan and Jiangxi, with a total lithium hydroxide production capacity of 16.5 thousand tons per year: 7.5 thousand tons in Yibin, 6 thousand tons in Meishan, and 3 thousand tons in Yichun [1][2] - A subsidiary has implemented a flexible transformation of a production line to achieve an annual capacity of 30 thousand tons of battery-grade lithium hydroxide, which can be converted to 26.5 thousand tons of battery-grade lithium carbonate based on market demand [2] Group 2: Resource Management and Cost Control - The company is focusing on enhancing operational efficiency and cost control in response to declining lithium salt prices by expanding quality customer relationships and locking in fixed prices for long-term contracts [2] - The strategy includes increasing the supply rate of self-owned mines to reduce raw material costs and implementing a three-tier lean improvement mechanism to enhance overall operational efficiency [2] Group 3: Mining Licenses and Future Plans - The company’s subsidiary, Yichun Shengyuan, has obtained a mining license for a lithium-containing ceramic soil mine in Jiangxi, with plans to advance resource extraction according to company strategy [2] - Future plans involve further advancing lithium mining projects and strengthening the layout of self-owned lithium resources in regions like Nigeria and the Democratic Republic of the Congo [2] Group 4: Research and Development Initiatives - The company is actively engaged in the development of solid-state battery technologies and has formed partnerships with universities and research institutes for the research of sulfide solid electrolytes and low-cost ultra-pure lithium sulfide [3][4] - Research on spinel nickel manganese lithium materials is progressing, with the material being recognized for its cost-effectiveness and performance, making it a viable option for next-generation high-energy batteries [3][4] Group 5: Market Expansion Strategies - The company has established long-term stable partnerships with leading automotive manufacturers and battery producers, ensuring a solid customer base and sales channels [4] - Efforts are being made to continuously expand new business areas and market spaces to achieve growth in incremental business revenue and enhance product competitiveness [4]