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有研粉材:公司航空航天方面订单主要为3D打印粉末材料
Zheng Quan Ri Bao· 2025-11-05 12:40
Group 1 - The core viewpoint of the article highlights that the company, Youyan Powder Materials, is experiencing stable supply and growth in its aerospace orders, particularly in 3D printing powder materials [2] - The company's 3D printing aluminum alloy products and copper alloy powders are identified as its competitive advantages [2]
有研粉材:公司布局开发的超细银包铜粉在光伏、电子行业有广泛应用前景
Zheng Quan Ri Bao· 2025-11-05 12:40
Core Viewpoint - The company has developed ultra-fine silver-coated copper powder, which has broad application prospects in the photovoltaic and electronics industries, establishing an upstream and downstream relationship with slurry companies [2]. Group 1 - The company is actively engaging with investors regarding its product developments [2]. - The ultra-fine silver-coated copper powder is positioned for significant use in the photovoltaic sector [2]. - The relationship with slurry companies indicates a strategic alignment within the supply chain [2].
有研粉材:高性能粉体是指小粒径纳米镍粉
Zheng Quan Ri Bao· 2025-11-05 12:40
Core Viewpoint - The company, Youyan Powder Materials, is currently collaborating with leading domestic enterprises in the downstream nickel slurry and MLCC sectors, with most projects in the sample verification stage [2] Group 1: Company Collaboration - The company has established partnerships with top domestic enterprises in the nickel slurry and MLCC industries [2] - Most collaborations are currently focused on the sample verification phase, indicating ongoing development and testing [2] Group 2: Product Development - High-performance powder, specifically small particle size nano nickel powder, is identified as an inevitable trend for future development [2] - There is a clear demand from customers for small-sized nano powders, which necessitates adjustments in formulation and process routes on the application side [2] - Continuous alignment on demand between the company and its customers is essential due to the need for adjustments in the application of small-sized nano powders [2]
有研粉材:逐步改善毛利率走低的情况
Zheng Quan Ri Bao Zhi Sheng· 2025-11-05 12:39
Core Viewpoint - The company's gross margin is declining primarily due to rising raw material prices, which are on an overall upward trend [1] Group 1: Financial Performance - The company's gross margin is experiencing a downward trend [1] - The Thai subsidiary is currently in a ramp-up phase and operating at a loss, contributing to the decline in gross margin [1] Group 2: Strategic Response - The company plans to adjust its product structure and focus on developing high value-added products to gradually improve the declining gross margin situation [1]
有研粉材(688456.SH):与下游镍浆/MLCC的国内头部企业均有合作
Ge Long Hui· 2025-11-05 09:47
Core Viewpoint - The company has established collaborations with leading domestic enterprises in the nickel slurry and MLCC sectors, currently in the sample verification stage [1] Group 1: Company Developments - The company is working on high-performance powder, specifically small particle size nano nickel powder, which is seen as an inevitable trend for future development [1] - Customer demand for small-sized nano powders is clear, indicating a strong market interest [1] Group 2: Industry Trends - Downstream customers are required to adjust their formulations and process routes for the application of small-sized nano powders, necessitating ongoing collaboration and refinement of requirements between the company and its clients [1]
有研粉材:公司与下游镍浆/MLCC的国内头部企业均有合作,当前大部分处于样品验证阶段
Mei Ri Jing Ji Xin Wen· 2025-11-05 09:46
有研粉材(688456.SH)11月5日在投资者互动平台表示,目前公司与下游镍浆/MLCC的国内头部企业 均有合作,当前大部分处于样品验证阶段。高性能粉体是指小粒径纳米镍粉,是未来发展的必然趋势, 客户需求明确,由于下游客户在小尺寸纳米粉的应用端也需要调整配方/工艺路线,需要双方在需求上 不断的磨合。 每经AI快讯,有投资者在投资者互动平台提问:据此前信息,公司产品可应用于MLCC等电子元器件方 向。同时,同行业公司(如博迁新材)的公开信息显示其与下游客户潮州三环存在业务合作。因此想向 您了解:公司是否与三环集团存在业务合作,如为其提供MLCC用镍粉等电子专用高端金属粉体材料? 如有,当前处于样品验证、小批量供货还是规模化供应阶段?另外,公司如何看待MLCC等下游市场对 高性能粉体的需求,并将采取哪些策略来拓展在此领域的市场份额? (文章来源:每日经济新闻) ...
有研粉材:公司布局开发的超细银包铜粉在光伏、电子行业有广泛应用前景,与浆料企业是上下游关系
Mei Ri Jing Ji Xin Wen· 2025-11-05 09:45
Core Viewpoint - The company has developed ultra-fine silver-coated copper powder with broad application prospects in the photovoltaic and electronics industries, establishing an upstream-downstream relationship with slurry companies [2] Group 1 - Investors inquired about the progress of the company's photovoltaic copper paste and silver-coated copper powder supply chain verification [2] - The company confirmed that its ultra-fine silver-coated copper powder is positioned for extensive applications in the photovoltaic and electronics sectors [2] - The relationship with slurry companies such as 聚合材料 and 帝科股份 is characterized as upstream-downstream rather than competitive [2]
有研粉材:公司应用化学法制备纳米铜粉的技术处于领先地位,未来纳米铜粉应用场景广泛
Mei Ri Jing Ji Xin Wen· 2025-11-05 09:45
Core Viewpoint - The company, Yuyuan Powder Materials (688456.SH), claims to have a leading position in the technology for producing nano copper powder using chemical methods, and it is currently in the verification stage for broad application scenarios of nano copper powder [2] Group 1: Competitive Landscape - The company stated that its technology for producing nano copper powder is at a leading level compared to domestic competitors [2] - There is currently no large-scale competition as the company is still in the verification phase of its nano copper powder applications [2] Group 2: Application Potential - The company believes that the application scenarios for nano copper powder are extensive, indicating potential for future growth [2]
有研粉材:公司3D打印铝合金有间接用于汽车领域
Mei Ri Jing Ji Xin Wen· 2025-11-05 09:45
每经AI快讯,有投资者在投资者互动平台提问:请问公司的3D打印铝合金材料用在汽车上了吗?仰望 车型是否使用了公司产品? 有研粉材(688456.SH)11月5日在投资者互动平台表示,公司3D打印铝合金有间接用于汽车领域。具 体车型应用情况属下游企业商密,公司不直接掌握。 (文章来源:每日经济新闻) ...
有研粉材:公司航空航天方面订单主要为3D打印粉末材料,目前稳定供应且保持增长
Mei Ri Jing Ji Xin Wen· 2025-11-05 09:45
Group 1 - The company has received orders primarily for 3D printing powder materials in the aerospace sector, which are currently being supplied steadily and are experiencing growth [2] - The company's competitive advantages lie in its 3D printed aluminum alloy products and copper alloy powders, which are highlighted as key products [2]