Dynanonic(SZ:300769)2023-11-10 14:16Production and Inventory Management - The company has a stable production schedule based on downstream customer orders [2] - The raw material lithium source does not have a fixed customer supply ratio and is negotiated based on actual conditions [2] - The company employs a high turnover inventory strategy to adapt to market changes and reduce inventory costs [3] Response to Market Fluctuations - The company has implemented various measures to address fluctuations in lithium carbonate prices, including expanding lithium supply channels and enhancing procurement and inventory management [3] - Plans to engage in hedging activities to mitigate the impact of raw material price volatility on performance [3] Product Development and Market Position - The company has successfully industrialized manganese iron lithium technology and established the largest production capacity in this field, ensuring supply capability and maintaining a technological lead [3] - Lithium supplement products have received project certifications from multiple domestic and international clients, leading the industry in various application fields [3] Capital Expenditure and Future Plans - The company focuses on the planning and construction of phosphate-based cathode material production capacity, with future capital expenditure plans to be implemented in phases based on market demand [4] - The company aims to become a global leader in new energy material solutions and is exploring overseas market expansion [4] Overseas Expansion Strategy - The company is considering overseas factory setups as part of its long-term development strategy, with plans to switch production lines based on market demand [4]