安靠智电(300617.SZ):2025年铜铝价格上涨对公司产品生产制造成本带来一定影响

Core Viewpoint - Anke Intelligent Electric (300617.SZ) indicates that the rising prices of copper and aluminum in 2025 will impact the production costs of its products, with aluminum accounting for 70%-80% of the manufacturing cost of GIL products and copper for 30%-40% of transformer products [1] Group 1: Cost Impact - The increase in aluminum prices in 2025 is expected to raise manufacturing costs by approximately 10% [1] - The increase in copper prices in 2025 is also projected to raise manufacturing costs by around 10% [1] Group 2: Risk Management - To effectively manage the risk of raw material price fluctuations, the company has approved the initiation of commodity futures hedging business during its fifth board meeting and the ninth supervisory board meeting [1] - The goal of this hedging strategy is to enhance the company's overall risk resistance capability and ensure stable growth of its main business [1] - As of the date of the investor relations activity record, the related hedging business has not yet commenced [1]

Jiangsu Ankura Smart Transmission Engineering Technology -安靠智电(300617.SZ):2025年铜铝价格上涨对公司产品生产制造成本带来一定影响 - Reportify