龙磁科技：芯片电感业务进展顺利 预计明年一季度开始批量交付

Core Viewpoint - Long Magnetic Technology (300835.SZ) reports positive progress in its chip inductor business, with new product development gaining customer recognition and expected batch deliveries starting in Q1 next year [1] Group 1: Chip Inductor Business - The company has successfully developed new products in its chip inductor segment, which have been recognized by customers [1] - Some products are anticipated to begin gradual mass delivery in the first quarter of next year [1] - The TLVR inductor has passed customer performance testing, and small batch orders have been received for certain products [1] Group 2: Magnetic Material Business - The company's gross margin in the magnetic material sector is at a favorable level within the industry [1] - Future strategies include optimizing product structure, controlling costs, and upgrading customers to maintain or enhance gross margins [1] - The company plans to add 10,000 tons of permanent magnet product capacity and achieve localized raw material supply [1] Group 3: Expansion and Focus Areas - Upon completion of the expansion at the Vietnam base, the total domestic and overseas permanent magnet capacity will reach 60,000 tons [1] - The company will focus on the incremental fields of new energy vehicles, industrial motors, and green energy in the ferrite permanent magnet materials sector [1]