湖南裕能(301358) - 2024年5月23日投资者关系活动记录表（二）

Group 1: Production Capacity and Utilization - The company's current production capacity utilization rate is maintained at a good level [1] - As of the end of 2023, the designed production capacity for lithium iron phosphate reached nearly 700,000 tons [1] - The company plans to scale up mining operations at the Guizhou Huangjiapo phosphate mine, with an expected annual output of 120,000 tons of phosphate rock starting in the second half of 2024 [1] Group 2: Cost and Profitability - The company has a cost advantage in self-produced lithium iron phosphate compared to externally sourced materials [1] - The net profit per ton under full production conditions is influenced by various factors, and specific data will be provided in company announcements [2] - Higher capacity utilization will help reduce unit product cost allocation [2] Group 3: Product Development and Market Demand - The company is actively launching new products, including the CN-5 series, which shows significant advantages in cycle life, energy efficiency, and energy density [2] - There is a strong demand for the CN-5 series as downstream battery manufacturers transition from 280Ah cells to those above 300Ah [2] - The YN-9 series, known for high energy density and excellent low-temperature performance, has received high recognition from customers [2] - Ongoing research and development of lithium manganese iron phosphate products has achieved breakthroughs in key performance metrics [2] Group 4: Financial Planning and Future Outlook - The IPO fundraising has provided strong support for the company's rapid development, and future funding will be used cautiously to ensure smooth business operations [2] - The company will consider market demand when planning new production lines, utilizing advanced equipment and technology for further optimization [2]