DFD(SZ:002407)2022-12-03 09:01Group 1: Fluorochemical Products - The company’s key fluorochemical products include aluminum fluoride, cryolite, hydrofluoric acid, and lithium hexafluorophosphate, with production and sales ranking first globally [2] - The price of aluminum fluoride is currently at a historical high of approximately 12,000 yuan/ton, with a production and sales volume of 230,000 tons in 2018 [2] - The demand for cryolite was low in 2018, with a price around 7,000 yuan [3] - The company has a hydrofluoric acid sales volume of approximately 40,000 to 50,000 tons annually, including various grades [3] - The production capacity for lithium hexafluorophosphate is 6,000 tons, with domestic prices around 95,000 yuan/ton, and the company holds a market share of about 35% domestically and 20% internationally [3] Group 2: Lithium Battery Development - The company focuses on the research and manufacturing of polymer soft-pack batteries, which feature high energy density and excellent charge/discharge performance [3] - Current lithium battery production capacity is 1.5 GWh, with plans to expand to 4 GWh and a future target of 10 GWh [4] - The company aims to increase production capacity for lithium batteries in response to the rapid growth in demand for new energy vehicles [4] Group 3: Strategic Development Plans - The company’s strategy includes actively developing new materials, orderly developing lithium batteries, and steadily advancing new energy vehicles [4] - The management philosophy emphasizes centralized control, professional operation, systematic multidimensional approaches, interconnectedness, value creation, and intelligent responsibility [4] - The company is pursuing digital transformation to enhance operational efficiency and aims for global resource integration [4]