证券代码：002101 证券简称：广东鸿图 广东鸿图科技股份有限公司投资者关系活动记录表 答：公司已组建专门的团队在做镁合金的业务，相关设备也在 陆续投建，已经有几款产品处于实验验证阶段。目前镁合金产能在 国内市场是稀缺的，处于卖方市场阶段，且工艺技术相比铝合金要 难，所以毛利率水平相较铝合金产品应该会好一些。 6、公司的技术能力较强，请介绍一下公司的研发团队和研发 投入情况？ | 投资者关系活动 | □特定对象调研□分析师会议 | | --- | --- | | | □媒体采访□业绩说明会 | | 类别 | □新闻发布会□路演活动 | | | ■现场参观 | | | □其他（券商策略会） | | 参与单位名称及 | 广东上市公司协会、广州基金业协会、全景网以及机构投资者共 40 | | 人员姓名 | 余人。 | | 时间 | 2025 年 11 月 21 日 | | 地点 | 肇庆 金利工厂 | | 上市公司接待人 | 副董事长兼董事会秘书 廖坚 | | 员姓名 | 技术总监 闫锋 | | | 证券事务代表 谭妙玲 一、投资者一行先后参观公司展厅和生产车间； | | | 二、提问交流环节： | | | 1、 ...

Group 1: Customer Structure and Market Strategy - The main customer structure for 2024 remains focused on joint venture brands, but the revenue share from independent brands is gradually increasing due to the rising penetration of new energy vehicles, with a larger growth rate expected this year [1] - The company is actively adjusting its market strategy to keep pace with market trends and continuously improve its market share [1] Group 2: Integrated Die-Casting Business - The integrated die-casting business is primarily located in the Guangzhou factory, which has invested in four large die-casting machines with capacities of 16,000T, 12,000T, and two 7,000T machines, mainly producing components for new energy vehicles [1] - The revenue for the Guangzhou factory in the first half of the year was 291 million yuan, currently in a slight loss, but aims to achieve profitability as business volume increases [1][2] - The future trend for integrated die-casting is expected to enhance vehicle lightweighting and simplify manufacturing processes, with increasing adoption among major manufacturers [2] Group 3: Interior and Exterior Trim Business - The interior and exterior trim business includes products such as grilles, fenders, engine hoods, and emblems, primarily supplied to American, Japanese, and independent brand customers [3] - Revenue from the interior and exterior trim business has remained stable in recent years, although profit margins have slightly declined due to industry competition [3] Group 4: Magnesium Alloy Business - The company has previously developed magnesium alloy die-casting products and possesses certain technical reserves, but has not continued this business due to market issues [4] - With the recent decrease in raw material prices and the lightweight nature of magnesium alloys compared to aluminum alloys, more manufacturers are willing to explore magnesium alloy applications [4] Group 5: Overseas Production Capacity Planning - The company is actively planning to establish overseas production facilities, focusing on die-casting and interior/exterior trim business segments in regions such as Southeast Asia and North America [5] - Initial feasibility analyses are being conducted due to international political and economic factors, with plans to adapt based on changes in these relationships [5]