湘潭电化(002125) - 2023年5月12日投资者关系活动记录表

Group 1: Company Overview and Product Applications - The company primarily produces lithium manganese oxide (LMO) products, which are mainly used in power and low-speed power batteries [1] - In 2022, the overall shipment of manganese oxide was approximately 70,460 tons, with production and sales being basically balanced [1] Group 2: Market Conditions and Demand - The high prices of raw materials, particularly lithium carbonate, have led to a significant increase in LMO prices, reducing its cost-effectiveness in the low-speed electric vehicle sector [1] - Economic downturns have weakened consumer market demand, resulting in decreased downstream demand for LMO [1] - Following the rationalization of lithium carbonate prices, the competitiveness of lithium battery anodes is expected to improve, enhancing the cost-performance advantage of LMO [1] Group 3: Production Capacity and Resources - The current annual production capacity for manganese tetroxide is 10,000 tons [2] - The company holds mining rights for a manganese mine in Hunan, which is currently resuming production, and is actively seeking other quality manganese resources [2] Group 4: Export and Revenue - In 2022, the export revenue from electrolytic manganese dioxide accounted for 15.5% of its total sales revenue [2]