华盛锂电(688353) - 江苏华盛锂电材料股份有限公司投资者关系活动记录表

Group 1: Project Progress - The company has completed the business registration of the project implementation entity, Huasheng Lianying, and has obtained land use rights for project construction, currently finalizing government approval procedures [3]. Group 2: Market Conditions - In 2021, the additive products were in short supply, leading to high sales prices. However, from Q2 2022, due to the release of new capacities in the industry, the market shifted to oversupply, resulting in a significant decline in the sales prices of VC and FEC [3]. - The current total capacity for VC and FEC is 5,000 tons, with projected total capacity after fundraising projects expected to reach 14,000 tons [3]. Group 3: Competitive Landscape - Major competitors in the additive market include Hankan New Materials, Rongcheng Qingmu, and Suzhou Huayi. The company's advantages lie in product quality and brand reputation, having drafted national standards for VC and industry standards for FEC [3]. - The company has established strong relationships with leading electrolyte manufacturers, which have strict supplier selection and certification systems, ensuring stable demand for its products [3].