证券代码：300784 证券简称：利安科技 答：公司直接出口到美国的产品占比较低，公司将高度关注外部环境变化 及政策调整，保障公司的稳健经营。 问题四：利安科技大客户中，罗技集团占比较高，如何应对客户集中度风险？ 答：公司在各领域的主要客户均为国内外知名厂商，公司成为该等客户的 合格供应商，为公司在行业内树立了良好的口碑，形成了开发新客户的示范效 应；在与优质客户的长期合作中，公司在精密注塑领域积累了大量的模具开发 和产品生产经验，能够满足注塑制品领域大部分产品需求。因此，公司将持续 发挥技术和产品优势，积极开发优质新客户，以降低大客户销售收入占比较高 带来的风险。公司与罗技集团的长期稳定合作，是基于公司对罗技集团供应链 环节的深度参与，以及公司为罗技集团提供的产品质量、生产连续性和稳定性 的保障。公司将积极采取定期与罗技集团技术沟通和探讨、参与罗技集团前期 产品开发设计过程、提高交货的及时性和质量稳定性、定期与罗技集团举行例 会、针对突发 情况建立临时会议通报机制等多种措施，持续加强与罗技集团合 作的广度与深度，增强客户粘性，提高与罗技集团合作的稳定性。 问题五：公司如何平衡传统注塑业务与新能源汽车配件等增 ...

Market Trends - The domestic market indices showed slight fluctuations, with the Shanghai Composite Index closing at 3,370.03, up by 0.15% [2] - The agricultural sector's performance was mixed, with the agricultural and forestry sector declining by 0.94% during the week [3] Agricultural Sector Insights - The demand for aquaculture feed is expected to bottom out and recover, with a positive outlook for Haida Group [3] - The average price of live pigs in key provinces showed mixed results, with prices in Sichuan, Guangdong, and Henan at 14.65, 15.62, and 14.57 CNY/kg respectively [3] - The overall financial situation in the pig farming industry is under significant pressure, with a focus on reducing debt rather than rapidly increasing production capacity [3] - Recommendations include companies like Wen's Foodstuffs, Shennong Group, and New Hope in the pig farming sector [3] Chemical Raw Materials Sector - The new materials sector saw a decline, with the new materials index down by 2.54% [4] - The domestic aviation SAF (Sustainable Aviation Fuel) pilot program has entered its second phase, with a focus on green transformation in the aviation industry [5] - The global SAF market is expected to face supply-demand tightness, with a projected global production of 2.1 million tons in 2025 [5] Solar Energy Sector - The solar energy sector saw a significant increase in installed capacity, with 39.5 GW added in January-February 2025, a 7.49% increase year-on-year [7] - The price of polysilicon remained stable, with the average price at 40.0 CNY/kg [8] - Recommendations for investment include companies like Longi Green Energy and Aiko Solar, focusing on new technology and supply-side improvements [8] Coal Industry Insights - The coal market is experiencing a slight decline in prices, with the reference price for thermal coal at 682 CNY/ton, down by 1.45% [12] - The metallurgical coal sector is expected to stabilize as downstream demand improves, with a focus on macroeconomic policies [14] - Investment recommendations include companies like China Shenhua and Shaanxi Coal and Chemical Industry, which are seen as undervalued [18] Precision Injection Molding Sector - The company specializes in precision injection molding, focusing on lightweight trends in automotive and robotics sectors [19] - The company is expanding its production capacity and has established stable partnerships with major automotive and appliance manufacturers [21] - The projected net profit for the company is expected to grow significantly over the next few years, with a strong outlook for the lightweight materials market [21] Retail Sector Insights - Miniso reported a revenue of 16.45 billion CNY in 2024, with a year-on-year growth of 24.84% [25] - The company is focusing on expanding its overseas market presence while optimizing its domestic operations [24] - The expected revenue growth for Miniso is projected to accelerate in the coming years, with a strong emphasis on improving profit margins [24]