FENGYUAN(SZ:002805)2025-11-20 11:48Group 1: Production Capacity - The company has established a lithium iron phosphate production capacity of 225,000 tons, with 75,000 tons currently under construction, distributed across three bases in Zaozhuang, Yuxi, and Anqing [2] - The effective capacity utilization rate is currently high, driven by sustained demand in the downstream market starting from Q4 2025 [2] Group 2: Oxalic Acid Business - The company has developed a total production capacity of 100,000 tons per year for industrial oxalic acid, refined oxalic acid, and oxalic acid derivatives, utilizing advanced processes that ensure high yield and low energy consumption [3] Group 3: Industry Trends - The global market for power batteries and energy storage batteries is showing positive growth, creating significant opportunities for the lithium battery cathode materials industry [3] - The company aims to enhance overall operational efficiency and profitability through deepened cooperation, cost optimization, and improved management practices [3] Group 4: Customer Cooperation - The company focuses on strengthening long-term relationships with existing core customers through joint R&D, improved service efficiency, and enhanced product performance stability [3] - There is an active effort to engage with other leading enterprises in the downstream sector to optimize the customer structure for sustainable business development [3] Group 5: Investor Communication - The company adhered to information disclosure regulations during the investor communication process, ensuring no significant undisclosed information was leaked [3] - Any forecasts or strategic plans discussed should not be interpreted as commitments or guarantees regarding the company's future performance [3]