Group 1: Investor Relations Activity - The investor relations activity took place from October 11 to October 14, 2024, in an online format [1] - Participating organizations included various securities and asset management companies, such as CITIC Securities and Allianz Global Investors [2] Group 2: Product Development and Market Position - The company has made significant progress in the R&D of Low-α spherical alumina powder, currently transitioning from laboratory to industrialization [3] - The product's radioactive elements, uranium and thorium, are reduced to below 5 ppb, placing it at a leading level in the industry [4] Group 3: Customer Requirements and Market Dynamics - Key challenges for the product include controlling α radiation and meeting customer-specific requirements for crystal morphology and particle size [5] - The market price for Low-α spherical alumina is estimated to range from several hundred thousand to a few million per ton [6] Group 4: Market Demand and Growth Projections - Global demand for Low-α spherical alumina exceeded 1,000 tons per year in 2022, with a projected compound annual growth rate of over 5% for the next 3-5 years [7] - The company plans to enhance existing production lines and consider new line investments based on market demand [8] Group 5: Future Product Development - The company is actively developing new products in response to market changes, including high-purity alumina and aluminum nitride [9]
天马新材(838971) - 投资者关系活动记录表