湖南裕能(301358) - 2024年11月11日投资者关系活动记录表（一）

Group 1: Sales and Market Performance - The company is experiencing strong sales growth due to the traditional peak season and supportive policies such as trade-in programs and local subsidies, leading to increased penetration of new energy vehicles and energy storage systems [1] - The company’s products are in high demand, with both production and sales performing well [1] Group 2: Resource Development and Cost Management - The Huangjiapo phosphate mine is expected to achieve large-scale mining in the second half of next year, which will help the company extend its industrial chain upstream and solidify cost advantages [1] - The actual cost impact will depend on the company's situation at that time [1] Group 3: International Expansion and Investment - The company is planning a lithium battery cathode material project in Spain with an estimated total investment of approximately 982 million yuan [2] - The company is focusing on building a diversified customer base while deepening relationships with key strategic customers like CATL and BYD, resulting in increased sales to these clients [2] Group 4: Raw Material Management - Recent trends indicate that lithium carbonate prices have stabilized, and the company aims to maintain normal levels of raw material inventory to ensure smooth production operations [2]