FENGYUAN(002805)2024-11-27 10:21Group 1: Company Performance and Future Outlook - The company expects to improve capacity utilization through enhancing product competitiveness and active customer collaboration [2] - For 2024, the company has a total lithium iron phosphate production capacity of 225,000 tons, with part of it in trial production and ramp-up phase [2] - An additional 75,000 tons of lithium iron phosphate capacity is under construction, with plans to adjust based on industry trends and customer demand [2] Group 2: Solid-State Battery and Supply Chain Strategy - The company has technical reserves in solid-state battery sulfide cathode materials and is focused on R&D transformation [3] - It has invested in a company specializing in solid-state batteries, enhancing its position in this emerging field [3] - The company is accelerating its upstream supply chain layout for lithium battery cathode materials to mitigate resource bottlenecks and reduce production costs [3] Group 3: Industry Perspective and Risk Management - The lithium battery industry is expected to maintain a growth trend, and the company aims to seize opportunities in the new energy sector [3] - The company emphasizes that any forecasts or strategic plans discussed should not be interpreted as commitments or guarantees regarding future performance [3]