格隆汇11月25日丨新莱福(301323.SZ)在投资者互动平台表示，公司电机用高性能钐铁氮磁粉已建设小 型量产线，目前新产线正在调试中。 ...

Core Viewpoint - The company is in the process of constructing a pilot production line for high-performance samarium-iron-nitride magnetic powder used in motors, with the first small-scale production line expected to be completed by the end of September [1] Group 1 - The company announced that the construction of the pilot production line is currently underway [1] - The first small-scale production line is anticipated to be completed by the end of September [1] - The company plans to gradually release production capacity and expand market presence based on market feedback and demand [1]

Production Capacity and Market Position - The company is currently constructing a pilot production line for high-performance samarium-cobalt magnets, expected to complete by the end of September 2025, with initial production capacity planned for small batches [1][5]. - The global competitors in this field include companies like Hitachi Metals and Sumitomo, with the total global production capacity not specified [1][2]. - The maximum magnetic energy product of the samarium-cobalt products has reached over 12 MGOe [3][6]. MIM Products and Technological Development - The MIM (Metal Injection Molding) product line is still in its early stages, focusing on technology optimization and market expansion [2][3]. - The company has developed a series of high-density and high-precision components for various applications, including automotive and consumer electronics [9][10]. - The MIM products are expected to enhance the company's competitive edge as they continue to innovate and expand their product matrix [2][9]. Acquisition and Strategic Growth - The acquisition of Guangzhou Jinnan Magnetic Materials Co., Ltd. is in progress, with due diligence and auditing being conducted [2][5]. - Successful completion of the acquisition is anticipated to enhance the company's global competitive advantage through synergistic effects in technology and market reach [10][11]. - The company aims to optimize its supply chain and reduce costs through integrated procurement strategies post-acquisition [10][11]. Financial Performance and Market Trends - The revenue from radiation protection materials has doubled year-on-year, primarily driven by demand in the medical and security inspection sectors [8][9]. - The company is actively expanding its market presence in non-U.S. regions, particularly in Europe and Southeast Asia, despite challenges posed by international trade policies [8][9]. - The company is focused on enhancing its profitability and market competitiveness through continuous innovation and strategic market expansion [4][10].