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格林美(002340) - 2017年4月14日投资者关系活动记录表
GEMGEM(SZ:002340)2022-12-06 05:12

Group 1: Battery Materials Business - In 2016, the company increased investment in battery materials R&D and established a power battery materials research institute, enhancing product performance and stability [3] - The market for battery materials has entered a harvest phase, with some quality customers now in bulk supply [3] - Since the Spring Festival, cobalt prices have surged, leading to supply tightness for battery precursor and cathode materials, resulting in a supply-demand imbalance [3] Group 2: Cobalt Metal Recovery - The company has over ten years of experience in cobalt metal recovery, establishing a comprehensive recovery channel for cobalt-containing waste materials [3] - The recovery sources include waste hard alloys and waste battery materials, with ongoing efforts to expand recovery channels and improve recycling technology [3] Group 3: Battery Recycling Layout - The company has developed a relatively complete battery recycling system and is focusing on the layout of power battery recycling in response to the rapid development of new energy vehicles [4] - Strategies include building self-operated channels and collaborating with battery manufacturers and automotive manufacturers to explore new business models for power battery recycling [4] Group 4: Electronic Waste Recycling - In 2016, the company vertically integrated electronic waste, waste metals, and waste plastics, adjusting the structure of electronic waste and extending the industrial chain [4] - The total amount of electronic waste dismantled in 2016 exceeded 10 million sets, promoting a refined processing and recycling model [4] Group 5: Financial Performance - The company will announce its Q1 2017 performance report on April 25, 2017, with specific details to be provided at that time [4]