钕铁硼永磁材料

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中科三环(000970) - 2025年8月15日投资者关系活动记录表
2025-08-15 10:14
Group 1: Product Applications - The company's products are primarily used in automotive (including new energy vehicles), consumer electronics, industrial robots, computers, energy-saving appliances, wind turbines, and industrial motors [1]. Group 2: Export Control Impact - Export controls on heavy rare earth materials, particularly those containing dysprosium and terbium, require the company to submit applications for export approval, which has led to a slight year-on-year decrease in export proportion in the first half of the year [1]. Group 3: Technology Development - The company has made significant progress in reducing the use of heavy rare earths through grain refinement, grain boundary diffusion technology, and grain boundary control, continuously optimizing these technologies to meet customer needs [1]. Group 4: Waste Recycling - The company focuses on waste recycling by collaborating with external raw material suppliers to recover magnetic material scraps, thereby meeting customer requirements for material recycling [1]. Group 5: Pricing Strategy - The company adjusts product prices approximately every 2-3 months, taking into account raw material price fluctuations and negotiating with customers [2]. Group 6: Robotics Application - The company's products have been applied in industrial robots for several years, with ongoing attention to humanoid robots currently in the research phase, which could positively impact the industry and the company once commercialized [2].