湘潭电化(002125) - 2015年3月12日投资者关系活动记录表

Group 1: Industry Overview - The electrolytic manganese dioxide (EMD) industry is currently sluggish, with intense market competition, but there is a growing demand for EMD used in secondary batteries, such as lithium manganese oxide [1][2] - The company primarily produces EMD for primary batteries, but is shifting focus towards EMD for secondary batteries to align with industry trends [2] Group 2: Strategic Planning - The company is collaborating with downstream customers to develop EMD products for secondary batteries, enhancing its competitive edge and solidifying its market position [2] - The company plans to leverage its resources and advantages as a listed entity to deepen its involvement in the manganese industry and expand market share [2] Group 3: Environmental Initiatives - The acquisition of a wastewater treatment company has been completed, marking the company's entry into the environmental sector, with plans to integrate additional wastewater treatment enterprises in the region as conditions mature [2][3] - The environmental sector is expected to gradually increase its share in the company's main business, achieving a "dual-wheel drive" for core operations [2] Group 4: Production Capacity and Infrastructure - The new EMD production line at the new base is currently in trial operation, with an annual production capacity of 30,000 tons [2][3] - The relocation of production facilities aims to optimize production processes and improve the company's competitive capabilities [3]