江特电机(002176) - 江特电机投资者关系活动记录表

Group 1: Cost and Production - The comprehensive cost of producing lithium carbonate using self-owned mineral resources is approximately 45,000 yuan per ton [1] - The company has a total annual production capacity of 15,000 tons for lithium carbonate from two lithium mica production lines and 15,000 tons from one lithium spodumene production line [2] - The target production volume for lithium carbonate in 2021 is set at 27,200 tons [2] Group 2: Sales and Market Strategy - The company currently sells lithium carbonate at market prices and has not signed long-term contracts [3] - The price difference between electric lithium carbonate and quasi-electric lithium carbonate is around 2,000 yuan per ton [3] - The company aims for a sales target of 70 million yuan for military electric motors in 2021, capitalizing on the growing demand due to national defense upgrades [3] Group 3: Resource and Production Line Development - The lithium spodumene production line began operations in March 2021, utilizing an initial inventory of 20,000 tons of lithium concentrate and has secured a contract for an additional 40,000 tons [2] - The company plans to enhance the recovery rate by 3% through technical improvements in roasting processes scheduled for May 2021 [2] - The company uses rotary kilns for lithium mica extraction, which theoretically offers higher efficiency compared to tunnel kilns [2]