湘潭电化(002125) - 2025年7月23日投资者关系活动记录表

Group 1: Company Overview and Activities - The company is currently collaborating with solid-state battery enterprises on the application of lithium manganese oxide in semi-solid/solid-state batteries [1] - The current stage of collaboration involves small batch sample testing, with no revenue generated yet [1] Group 2: Product Pricing and Market Dynamics - The price of electrolytic manganese dioxide is stable, while the price of lithium manganese oxide fluctuates with the price of lithium carbonate [1] - The lithium manganese oxide has applications in various fields, including 3C digital products, power tools, and two-wheeled vehicles, and can complement other cathode materials [2] Group 3: Profitability and Future Strategies - The profitability of lithium manganese oxide needs improvement due to past fluctuations in lithium carbonate prices, but the market is recovering as prices stabilize [2] - The company plans to enhance its self-supply advantages and increase R&D efforts to improve product performance and competitiveness [2] Group 4: Market Outlook - The electrolytic manganese dioxide market is characterized by stable industry dynamics, with moderate growth in overall market demand expected [2]