中科三环(000970) - 2025年1月23日投资者关系活动记录表

Group 1: Company Operations - The overall operating rate of the company is approximately 60%-70% [1] - The inventory strategy for rare earth materials maintains a stock of about 2-3 months' worth of usage, with future procurement based on orders and market conditions [1] Group 2: Product Applications - The company has developed high-abundance rare earth magnet products, expanding their application from traditional fields to more demanding areas such as acoustic devices and industrial motors [1] - In the electric bicycle sector, the usage of cerium magnets is currently significant [1] Group 3: Market Outlook - The price trends of rare earth materials are influenced by supply and demand, relevant policies, and industry developments, with the company aiming for relative price stability [1] - The company has been applying its products in the robotics field for years, primarily in industrial robots, and is monitoring the development of humanoid robots for future market opportunities [1]