泰和科技(300801) - 2025年11月12日投资者关系活动记录表

Group 1: Company Operations and Cost Management - The main business of Taihe Technology in water treatment agents has limited room for cost reduction and profit enhancement due to high automation and efficiency, achieving nearly 100% raw material utilization [1] - Personnel costs have been reduced significantly, with around 20 staff members managing a 160,000-ton HEDP workshop, indicating low operational costs in the industry [1] - Profitability is primarily driven by providing higher quality and customized services to clients, allowing for a premium pricing strategy [1] Group 2: Project Developments - The lithium sulfide project is currently in the pilot testing phase [2] - The VC project originally designed to produce high-purity CEC materials in-house has faced challenges due to land restrictions, leading to the need for 80% of CEC to be sourced externally, resulting in increased waste [2] - The production process for the VC project is undergoing redesign and technical upgrades to accommodate the changes in raw material sourcing [2]