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英思特:在无重稀土技术路径上,公司N50SH材料已实现量产
Zheng Quan Ri Bao Wang· 2025-10-31 08:40
证券日报网讯英思特(301622)10月31日发布公告,在公司回答调研者提问时表示,无重稀土技术的实 现路线一般分为两类:一类是通过配方设计和工艺优化开发高性能无重稀土磁性材料;第二类是通过晶 界扩散技术将镨、钕、铜、镓等元素渗透至磁性材料表面,以实现高性能的无重稀土磁性材料技术。在 无重稀土技术路径上,公司N50SH材料已实现量产,N52SH材料也在小批量验证中。未来公司将继续向 其他高性能牌号的无重稀土材料做进一步的研发,持续推动产品技术升级。 ...
英思特(301622) - 2025年10月30日投资者关系活动记录表
2025-10-31 00:50
Group 1: Market Dynamics and Material Performance - The potential for samarium iron nitrogen and cerium iron boron to replace neodymium iron boron is limited due to high prices of praseodymium and neodymium. Current samarium iron nitrogen on the market is primarily adhesive type, with sintered types still in R&D, making it less competitive [2][3] - In high-end applications such as consumer electronics and new energy vehicles, neodymium iron boron remains irreplaceable due to its superior performance characteristics, despite the introduction of lower-cost alternatives [3] Group 2: Production Capacity and Customization - The company’s products are highly customized and non-standardized, making it impossible to directly convert production capacity into neodymium iron boron equivalents. Capacity planning is based on specific order requirements and product characteristics [3][4] - The company has achieved small-scale delivery of magnetic materials for humanoid robots, which require high precision and dynamic response, but the overall impact on company performance is currently minimal [3] Group 3: Development of Rare Earth Alternatives - Two main approaches exist for reducing the content of regulated elements like dysprosium and terbium in magnetic materials: one through formulation design and process optimization, and the other via grain boundary diffusion techniques [4] - The company has successfully mass-produced N50SH materials and is in the small-scale validation phase for N52SH materials, with ongoing R&D for other high-performance rare earth-free materials [4]