天铁股份(300587) - 2023年7月21日投资者关系活动记录表

Group 1: Company Overview - Zhejiang Tiantian Industrial Co., Ltd. is involved in the production and sales of lithium compounds and vibration reduction products [1] - The company has a market-leading position in the rail transit product sector [3] Group 2: Financial Performance - The company's asset-liability ratio was 39.51% at the end of Q1 2023 [5] - The revenue target for 2023 is aligned with the performance indicators set in the 2022 equity incentive plan [3] Group 3: Investment Projects - The company has invested 8.1 billion CNY in IPO and convertible bond projects, which are now operational [3] - The expansion plan for lithium production in Anhui Lujiang involves an investment of 1 billion CNY [4] Group 4: Market and Product Strategy - The company is focusing on three main lines: enhancing vibration reduction products, developing lithium compounds, and expanding services in building isolation [3] - The lithium production base in Anhui Lujiang will focus on producing anhydrous lithium chloride, battery-grade lithium carbonate, and lithium hydroxide [5] Group 5: Industry Trends and Opportunities - The rail transit market in China is expected to maintain a strong growth trajectory, with significant opportunities arising from the Belt and Road Initiative [4] - The company is exploring new applications for vibration reduction technology in various sectors [5] Group 6: Raw Material Management - The company has secured pricing agreements with suppliers to mitigate the impact of raw material price fluctuations [4] - Currently, the company does not participate in futures trading for lithium carbonate [4]