湖南裕能(301358) - 2024年2月5日投资者关系活动记录表

Group 1: Product Development and Innovation - The company emphasizes the importance of R&D innovation, focusing on market demand to enhance the performance and quality of lithium iron phosphate products [1] - The manganese lithium phosphate product has successfully entered the trial production phase and is actively pursuing customer certification [1] Group 2: Cost Management and Supply Chain - The company has achieved a self-supply rate for lithium iron phosphate, which provides cost advantages and ensures quality for its lithium iron phosphate products [1] - Efforts are being made to integrate the supply chain by developing a "resource - precursor - cathode material - recycling" ecosystem to further strengthen cost management [1] Group 3: Market Outlook and Sales Goals - The company is optimistic about the future of cathode materials, expecting continued industry growth in 2024 despite increased competition [2] - The company aims to maintain its product shipment volume and market share at industry-leading levels through quality enhancement and cost control measures [2] Group 4: International Expansion and Raw Material Strategy - The company is considering overseas capacity expansion as the acceptance of lithium iron phosphate cathode materials in international markets is gradually increasing [2] - The company adopts a flexible procurement strategy and maintains normal levels of raw material inventory in response to the volatile lithium carbonate prices [2]