关键磨料
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安集科技:公司关键磨料的总体国产化用量尚不高
Zheng Quan Ri Bao· 2026-02-05 13:38
Core Viewpoint - The company is gradually increasing the domestic production of key abrasives, emphasizing the importance of self-sufficiency in core raw materials, which is a long-term process [2]. Group 1: Raw Material Self-Sufficiency - The overall domestic usage of key abrasives is currently low but is being improved over time [2]. - The company is focusing on enhancing its ability to control core raw materials through self-research, self-construction, or collaboration, successfully applying several key abrasives from research to large-scale production [2]. - The selection of raw materials for self-sufficiency is strategic, aimed at improving product stability and competitiveness while ensuring strategic supply [2]. Group 2: Financial Implications - The impact on gross margin is expected to be gradual and long-term, with short-term increases in research and development expenses due to self-research investments [2]. - In the long run, these efforts may positively influence the improvement of product gross margins [2].