Revenue Performance - The revenue from neodymium iron boron permanent magnetic materials and components was CNY 5,770,004,789.48, a decrease of 7.36% compared to the same period last year[1] - The revenue from new energy vehicle motor drive systems was CNY 103,742,958.25, an increase of 14.24% year-on-year[1] Gross Margin Analysis - The gross margin for neodymium iron boron permanent magnetic materials and components was 18.05%, a decrease of 0.71% compared to the previous year[1] - The gross margin for new energy vehicle motor drive systems was 28.09%, a decrease of 32.66% year-on-year[1] Material Cost Insights - The material cost for neodymium iron boron permanent magnetic materials and components was CNY 3,594,592,782.71, maintaining a cost proportion of 75.89%[3] - The material cost for new energy vehicle motor drive systems was CNY 51,332,616.32, with a cost proportion of 68.81%[3] Operating Cost Trends - The total operating cost for neodymium iron boron permanent magnetic materials decreased by 11.36% compared to the previous year[1] - The total operating cost for new energy vehicle motor drive systems remained relatively stable, decreasing by only 0.15% year-on-year[1] Company Communication - The company has committed to improving the quality of information disclosure in future reports[2] - The company expressed apologies for any inconvenience caused to investors due to the corrections made in the report[2]
正海磁材(300224) - 2023 Q4 - 年度财报(更正)