格隆汇1月5日丨宜安科技(300328.SZ)在投资者互动平台表示，公司持续推进非晶合金材料在机器人领 域的创新应用，但暂未与优必选合作。 ...

格隆汇1月5日丨宜安科技(300328.SZ)在投资者互动平台表示，公司持续推进非晶合金材料在机器人领 域的创新应用，但暂未与优必选合作。 ...

2.镁合金与原有铝合金之间是替代关系还是补充改造关系？ 答：中国作为全球镁矿资源最为丰富的国家，在镁合金材料领 域具备显著的资源禀赋优势。当前，镁合金市场价格低于铝合金， 成本优势进一步凸显，为新能源汽车轻量化提供了更具经济性的材 料选择。镁的密度约为1.74 g/cm³，显著低于铝合金和钢材，其应 用可有效降低车身重量，从而提升新能源汽车的续航里程，满足消 费者对长续航的迫切需求。此外，镁合金还具备高比强度、优异的 电磁屏蔽性能、高导热性及减震特性，能有效解决新能源汽车电子 设备散热、车身结构振动等实际难题。因此镁合金凭借其极致的轻 量化优势、显著的成本效益、持续的技术突破以及政策支持，将会 成为新能源汽车轻量化领域的核心战略材料。随着技术成熟与规模 化应用，其在整车中的单车价值量将呈现持续上升趋势。 3.在产能方面，原有铝合金产线是否可用于镁合金生产？ 证券代码：300328 证券简称：宜安科技 东莞宜安科技股份有限公司 投资者关系活动记录表 编号：202512-01 投资者关系活动类别 特定对象调研 ☐ 分析师会议 ☐ 媒体采访 ☐ 业绩说明会 ☐ 新闻发布会 ☐ 路演活动 ☐ 现场参观 其他:线上会议 ...

Group 1 - The core viewpoint of the article highlights the promising application prospects of the company's amorphous alloy and magnesium alloy materials in AR/VR devices [2] Group 2 - The company responded to investor inquiries on November 10, indicating the superior performance of its materials [2] - The materials are expected to play a significant role in the development of AR/VR technology [2]

Group 1 - The company, Yian Technology, clarified on November 3 that its amorphous alloy materials do not utilize carbonyl iron powder in response to investor inquiries [2]

Summary of Key Points from Conference Call Records Industry Overview - **Logistics and Freight Forwarding**: The logistics industry is experiencing a recovery driven by reduced tariffs and increased demand for cross-border transportation, particularly in the U.S. market. [3][4] Core Companies and Their Performance - **China National Freight Forwarding**: Expected to rank second globally in sea freight forwarding by 2024, with air freight ranking fifth. Freight forwarding accounts for 64% of revenue and 72% of gross profit. [4] - **Huamao Logistics**: Ranked 14th globally in sea freight and 16th in air freight by 2024. Air freight accounts for 45% of revenue and 40% of gross profit, while sea freight accounts for 32% of revenue and 33% of gross profit. [4] - **Hai Cheng Bang Da**: Established overseas warehouses in the U.S. to support logistics operations, with a focus on cross-border e-commerce. [5] Market Dynamics - **Tariff Reductions**: The U.S.-China Geneva trade meeting led to significant tariff reductions, stimulating demand for overseas warehouses as U.S. companies increase inventory to mitigate transportation delays and future tariff risks. [5] - **Cost Advantages**: Cross-border e-commerce using overseas warehouses offers a pricing advantage of 30%-40% compared to small package shipping, which is priced at 60%-70%. [5] Strategic Developments - **Jilin Chemical Fiber**: Announced a price increase of 10,000 yuan per ton for carbon fiber due to supply shortages, potentially increasing annual revenue by approximately 120 million yuan. [11] - **Maohua Shihua**: Reported a 3.69% price increase for MTBE, a key product, with a sales volume of 89,000 tons expected in 2024. [12] - **Ganhua Technology**: Focused on military-grade amorphous alloy materials, with significant applications in defense. [13] Emerging Trends - **Veterinary Pharmaceuticals**: Jinhe Biological, a leading producer of veterinary antibiotics, has increased prices in the U.S. market to offset rising tariff costs, with a production capacity of 55,000 tons per year. [15] - **Textile Industry**: Sanfangxiang is positioned to benefit from reduced tariffs on textiles, with a production capacity of 3 million tons and a significant export market. [16] Regulatory Environment - **Export Controls on Strategic Minerals**: The Chinese government is tightening controls on the export of strategic minerals, impacting companies like China Rare Earth and Huayu Mining, which hold significant resources. [9] Conclusion The logistics and freight forwarding industry is poised for growth due to favorable tariff changes and increased demand for cross-border services. Key players are strategically positioning themselves to capitalize on these trends, while regulatory changes in the mineral sector may present both challenges and opportunities for companies involved in resource extraction and processing.