久吾高科(300631) - 2024年6月12日投资者关系活动记录表

Group 1: Project Progress and Revenue Recognition - The company is managing project progress to ensure revenue recognition, particularly for water treatment projects affected by site conditions [1][2] - The design work for the Bangocuo Salt Lake BOT project is complete, and procurement and production are underway [2] - The company is actively promoting the design and administrative approval processes for the Jibuchaka BOT project [2] Group 2: Market Trends and Business Projections - The water treatment market is large, and the company plans to pursue quality projects based on economic conditions and its own advantages [2] - The revenue from municipal projects in the water treatment business has decreased, accounting for approximately 30-40% of total business in 2023 [2] Group 3: Product Development and Competitive Landscape - The company specializes in lithium adsorption materials, with aluminum and titanium-based adsorbents suited for different brine systems [2][3] - The "adsorption + membrane" method is the mainstream lithium extraction process, with the company being a competitive solution provider in the industry [3] Group 4: Financial and Operational Insights - Over 70% of the funds raised in the previous fundraising round have been utilized [2] - Despite fluctuations in lithium prices, the low cost of salt lake lithium extraction supports capital expenditure willingness among resource companies [2] - The warranty period for ceramic membrane products is typically 3-5 years, with actual lifespan dependent on operational conditions [2]