贤丰控股(002141) - 2018年4月26日投资者关系活动记录表

Group 1: Lithium Extraction Technology - The company's lithium extraction technology from salt lake brine is sourced from a partnership with Shenzhen Juneng Yongtuo Technology Development Co., Ltd [2] - The choice of using enriched material for lithium extraction instead of solvent extraction or membrane methods significantly reduces lithium loss and improves carbonization efficiency [2] - The technology enhances the capacity of single reaction towers, reduces wear on equipment, and lowers associated costs, thereby decreasing investment amounts [2] Group 2: Lithium Demand and Price Forecast - The demand for lithium primarily comes from 3C products, electric vehicles, and energy storage, with a growth rate of around 10% in 2015 and 2016 [3] - The total demand for lithium is expected to maintain an annual growth rate of over 10% from 2017 to 2020 due to low current production capacity and delayed release of new capacity [3] - The company anticipates a significant likelihood of price increases for lithium products in the future, maintaining a strong price level for an extended period [3] Group 3: Resource Holdings and Strategic Partnerships - In 2017, the company signed strategic cooperation agreements with China Agricultural Production Materials Group and Shenzhen Zhonghang Resources Co., Ltd, acquiring a 36% stake in Mangya Xingyuan Potash Fertilizer Co., Ltd [3] - The mining area of the Mangya Xingyuan Potash Fertilizer is 145.468 square kilometers, with plans for future expansion of approximately 600 square kilometers [3] - The company is also involved in a partnership with Qinghai Zhonghang Resources, which has a mining area of 2.84 million square kilometers [3] Group 4: Production Capacity and Business Development - The first phase of the enriched material production line is expected to complete construction this year, with future expansion to 4,500 tons [3] - The company is in the process of registering a 10,000-ton lithium carbonate project, with a pilot line of 100 tons expected to be completed by the end of this year or early next year [3] - The fine wire business achieved a revenue of 1.158 billion yuan and a net profit of 24.82 million yuan in 2017, marking a historical high [4]