() The Record Form of Investor Relations Activities was released on September 12, 2024, and the company was investigated by an institution of other types on September 12, 2024. The main contents of investor relations activities are introduced:
Q: Is there a timetable for mining in Australia?
A: Dear investors, hello! The Mindari mining area project of Murray Zircon Pty Ltd (hereinafter referred to as "Mingrui Zirconium Industry"), the holding company of the company, is currently in trial production. The company will pay close attention to the industry trends and market environment, adjust its strategic planning in a timely manner according to its own operating conditions, and formulate the optimal operating decisions in line with the current situation. At the same time, the company will strengthen governance, optimize internal control processes, and reasonably control operational risks to ensure investment returns. If the follow-up company has relevant progress and involves the obligation of information disclosure, the company will disclose it in a timely manner in accordance with the requirements of relevant laws and regulations. Please pay attention to investment risks, and thank you for your attention and support!
Q: It is rumored that mines in Australia will be sold. Is it true? Are there any relevant plans and arrangements?
A: Dear investors, hello! The Mindari mining area project of Murray Zircon Pty Ltd (hereinafter referred to as "Mingrui Zirconium Industry"), the holding company of the company, is currently in trial production. The company will pay close attention to the industry trends and market environment, adjust its strategic planning in a timely manner according to its own operating conditions, and formulate the optimal operating decisions in line with the current situation. At the same time, the company will strengthen governance, optimize internal control processes, and reasonably control operational risks to ensure investment returns. If the follow-up company has relevant progress and involves the obligation of information disclosure, the company will disclose it in a timely manner in accordance with the requirements of relevant laws and regulations. Please pay attention to investment risks, and thank you for your attention and support!
Q: Hello, General Manager, what is the output of zirconium dioxide and zirconium oxychloride in 2023? What is the planned annual output in 2024? What is the actual output by the third quarter of this year?
A: Dear investors, hello! Please pay attention to the relevant announcements disclosed. Please pay attention to investment risks, and thank you for your attention and support!
Q: Hello, General Manager Huang Chaohua, @ Co-General Manager, what are the prices of zirconium dioxide and zirconium oxychloride at the beginning of the year? What is the current price?
A: Dear investors, hello! For the price trend of the company’s main products, you can refer to websites such as Asia Metal Network or Ruidao Metal Network. Please pay attention to investment risks! Thank you for your attention and support!
Q: Shareholders are delighted to see that the company has the most complete zirconium industrial chain under the leadership of the company’s management and years of painstaking efforts. Excuse me, is Mingrui Mining, a subsidiary, put into production at present, and what is the planned zirconium output this year? What is the reserve of zirconium in Mingrui Mining? Are there other metal associated minerals? If there are metal associated minerals, what kinds of metals are they and what are their reserves?
A: Dear investors, hello! The Mindari mining area of Murray Zircon Pty Ltd (hereinafter referred to as "Mingrui Zirconium Industry"), the holding company of the company, is currently in trial production. If the follow-up company has relevant progress and involves the obligation of information disclosure, the company will disclose it in a timely manner in accordance with the requirements of relevant laws and regulations. Please pay attention to investment risks, and thank you for your attention and support!
Q: Does Beta Volt do business?
A: Dear investors, hello! At present, our company has no direct business dealings with Beta Volt. Please pay attention to investment risks, and thank you for your attention and support!
Q: Has the company made any new progress in the research and development of solid-state battery materials, and how much cake can it get in the solid-state battery industry chain in the future?
A: Dear investors, hello! At present, the company is still in the stage of providing samples for the research and development of some solid-state battery materials manufacturers. The company has set up a special technical research and development team to increase the technical research and development and investment of zirconia products for solid-state battery electrolytes. Please pay attention to investment risks, and thank you for your attention and support!
Q: Have the zirconium and other mineral resources in Australia been effectively exploited, and have they been successfully transported back to China and put into production? How much is the Australian mineral trade expected to improve the company’s performance? In addition, will the company’s finances turn losses into profits in the third quarter?
A: Dear investors, hello! The Mindali mining area of Murray Zircon Pty Ltd (hereinafter referred to as "Mingrui Zirconium Industry"), the holding company of the company, is currently in trial production, and the heavy minerals produced have been shipped back to China one after another. Regarding the performance, please pay attention to the company’s follow-up periodic reports. Please pay attention to investment risks, and thank you for your attention and support!
Q: Does the company cooperate with important domestic companies such as Huawei?
A: Dear investors, hello! At present, our company has no direct business cooperation with Huawei. Please pay attention to investment risks, and thank you for your attention and support!
Q: Does the company have any plans to enhance its core competitiveness, improve its performance, make it bigger and stronger, and repay the interests of investors?
A: Dear investors, hello! The company will give full play to the cost control ability of the industrial chain, and continuously enhance the company’s ability to resist cyclical risks through refined management and strict cost control. Continue to increase investment in R&D, improve the quality of R&D, take advantage of the combination of Industry-University-Research, strengthen R&D efforts in emerging key areas such as new energy batteries, photovoltaics, bioceramics and zirconium-based amorphous alloys, continuously optimize the product structure, improve the added value of the company’s products, enhance the company’s core competitiveness, improve the company’s profitability, and create value for investors and repay them. Please pay attention to investment risks, and thank you for your attention and support!
Q: The company was selected as a concept stock of hydrogen energy in 2024. Does the company have any practical work in hydrogen energy technology co., Ltd., and can it form wings with solid-state batteries to help enterprises take off quickly?
A: Dear investors, hello! At present, the company has supplied zirconium dioxide in hydrogen production from alkaline electrolyte. The company will pay close attention to industry development and market dynamics, pay close attention to scientific research and innovation, continuously expand the application of zirconium products in the field of new energy, and continuously improve the company’s core competitiveness. Please pay attention to investment risks, and thank you for your attention and support!
Q: What is the shipment of overseas mines invested by the company? What are the core technologies?
A: Dear investors, hello! The Mindali mining area of Murray Zircon Pty Ltd (hereinafter referred to as "Mingrui Zirconium Industry"), the holding company of the company, is currently in trial production, and the heavy minerals produced have been shipped back to China one after another. Please pay attention to investment risks, and thank you for your attention and support!
Q: What is the layout of the company’s solid-state batteries?
A: Dear investors, hello! In terms of solid-state batteries, zirconium metal, as the core raw material of solid-state electrolyte, is expected to benefit from the rapid growth of solid-state batteries and realize the rapid growth of demand. At present, the company has set up a special technical research and development team to increase the technical research and development and investment of zirconia products for solid-state battery electrolytes, and has provided samples for some solid-state battery material manufacturers to carry out research and development. Please pay attention to investment risks, and thank you for your attention and support!
Q: What is the specific development direction of solid-state batteries and what is the specific demand for zirconium as a special metal?
A: Dear investors, hello! Solid-state batteries can greatly improve safety, energy density and charging efficiency. As the core of solid-state battery, there are three main technical paths of solid-state electrolyte: polymer, oxide and sulfide. Among them, lithium lanthanum zirconium oxide (LLZO), lithium lanthanum zirconium titanium oxide (LLZTO) and other oxide solid electrolytes pose new potential demands for the company’s zirconium dioxide products. Zirconium metal, the core raw material of solid electrolyte, is expected to benefit from the rapid growth of solid-state batteries and realize the rapid growth of demand. At present, the company has set up a special technical research and development team to increase the technical research and development and investment of zirconia products for solid-state battery electrolytes, and has provided samples for some solid-state battery material manufacturers to carry out research and development. Please pay attention to investment risks, and thank you for your attention and support!
Q: What is the storage capacity of zirconium ore in your company? What is the company’s layout in the solid-state battery industry?
A: Dear investors, hello! Please inquire about the company’s relevant announcement about the storage capacity of zirconium ore. At present, the company has set up a special technical research and development team to increase the technical research and development and investment of zirconia products for solid-state battery electrolytes, and has provided samples for some solid-state battery material manufacturers to carry out research and development. Please pay attention to investment risks, and thank you for your attention and support!
Q: Are there any raw materials for solid-state batteries now?
A: Dear investors, hello! At present, the company has set up a special technical research and development team to increase the technical research and development and investment of zirconia products for solid-state battery electrolytes, and has provided samples for some solid-state battery material manufacturers to carry out research and development. Please pay attention to investment risks, and thank you for your attention and support!
Q: Mr. Huang, please tell us about the layout of the whole industrial chain of the company, and what plans are there for high value-added zirconium products. In the complicated international situation, how to protect the company’s foreign interests?
A: Dear investors, hello! The company is a key high-tech enterprise of the National Torch Program, which focuses on the research, development, production and sales of zirconium series products. The company has large-scale production bases in Shantou, Guangdong, Lechang, Shaoguan, Jiaozuo, Henan and Chuxiong, Yunnan. The company’s products cover more than 100 varieties and specifications in nine series, including zircon sand, titanium concentrate, monazite, zirconium silicate, zirconium oxychloride, fused zirconium, zirconium dioxide, composite zirconia and zirconia ceramic structural parts, and it has a complete industrial chain covering the upstream and downstream zirconium products. For high value-added zirconium products, the company will give full play to the cost control ability of the industrial chain, and continuously enhance the company’s ability to resist cyclical risks through refined management and strict cost control. Continue to increase R&D investment, improve the quality of R&D, take advantage of Industry-University-Research’s combination, strengthen R&D efforts in emerging key areas such as mobile communication, new energy batteries, photovoltaics, bioceramics and zirconium-based amorphous alloys, continuously optimize product structure, improve the added value of the company’s products, enhance the company’s core competitiveness, improve the company’s profitability, and ensure the company’s sustained and healthy development. Facing the complicated international environment, the company will carefully study the international market situation, vigorously explore the international market, consolidate old customers, develop new customers, and achieve sustained growth in operating income by strengthening enterprise management, actively adjusting product structure, accelerating project construction, earnestly carrying out research and development, vigorously carrying out policies such as energy conservation and consumption reduction, reducing costs and increasing efficiency, and actively responding to the national Belt and Road Initiative.
Q: Can the company’s finance turn a profit in the third quarter of this year?
A: Dear investors, hello! Regarding the company’s performance in the third quarter, please pay attention to the company’s subsequent periodic reports. Please pay attention to investment risks, and thank you for your attention and support!
Q: What is the company’s layout for solid-state batteries?
A: Dear investors, hello! In terms of solid-state batteries, zirconium metal, as the core raw material of solid-state electrolyte, is expected to benefit from the rapid growth of solid-state batteries and realize the rapid growth of demand. At present, the company has set up a special technical research and development team to increase the technical research and development and investment of zirconia products for solid-state battery electrolytes, and has provided samples for some solid-state battery material manufacturers to carry out research and development. Please pay attention to investment risks, and thank you for your attention and support!
Q: How many companies have provided samples of the company’s battery-grade zirconium dioxide products?
A: Dear investors, hello! At present, the company has provided samples for some solid-state battery material manufacturers to carry out research and development. Due to the requirements of trade secrets, it is inconvenient to start, please understand. Please pay attention to investment risks! Thank you for your attention and support!
Q: May I ask Chairman Feng: Are there any new breakthroughs in solid-state batteries? What is the expected proportion of zirconium series products in each solid-state battery? Does the company have a separate production plan for solid-state batteries?
A: Dear investors, hello! At present, the company has provided samples for some solid-state battery material manufacturers to carry out research and development. Please consult the solid-state battery manufacturer for the application ratio. At present, the company has no separate production plan for solid-state batteries. Please pay attention to investment risks, and thank you for your attention and support!
Q: Hello, Manager Huang, how many companies that make solid-state batteries have been sent samples by Dongfang Zirconium Industry?
A: Dear investors, hello! At present, the company has provided samples for some solid-state battery material manufacturers to carry out research and development. Due to the requirements of trade secrets, it is inconvenient to start, please understand. Please pay attention to investment risks! Thank you for your attention and support!
Q: Mingrui Zirconium Industry is currently in the trial production stage. What is the output of various minerals?
A: Dear investors, hello! If the follow-up company has relevant progress and involves the obligation of information disclosure, the company will disclose it in a timely manner in accordance with the requirements of relevant laws and regulations. Please pay attention to investment risks, and thank you for your attention and support.
Details of participating institutions are as follows:
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