顺博合金(002996) - 2026年3月2日投资者关系活动记录表

Group 1: Impact of Aluminum Prices - The company's sales prices are closely aligned with fluctuations in aluminum prices. When aluminum prices rise, the sales unit price increases, and the company benefits from a clear advantage in production costs. Conversely, during periods of declining aluminum prices, the company effectively mitigates cost impacts through prudent inventory management [1]. Group 2: Application of New Products - The aluminum plate and strip products from the Anhui Phase II project will primarily be used in battery foil materials, battery housings, beverage can materials, aluminum materials for 3C products, and aluminum materials for tank trucks, aligning with future markets such as green packaging, new energy vehicles, and new energy storage batteries [2]. Group 3: Production Capacity and Sales Forecast - The Anhui Phase II project is planned to produce 630,000 tons of low-carbon environmentally friendly aluminum alloy ingots and 500,000 tons of green recycled high-performance aluminum plates and strips annually. According to the prospectus, the expected production volumes for aluminum plates and strips from 2026 to 2028 are projected to be 120,000 tons, 240,000 tons, and 400,000 tons, respectively [2]. Group 4: Future Plans for Convertible Bonds - The company will consider various factors such as production and operational conditions, stock price trends, and capital market environments when planning for convertible bonds. The company will fulfill its information disclosure obligations in accordance with relevant laws and regulations, and stakeholders are advised to pay attention to the company's announcements [2].