Group 1: Product Development and Applications - The company has developed lead-free radiation protection materials primarily used in medical, security, food testing, and nuclear industries, with a focus on reducing harm from X-ray and gamma-ray exposure [1][2][3] - The lead-free materials are designed to replace traditional lead-based materials, which are toxic and environmentally harmful, thus addressing significant market needs in the trillion-dollar nuclear technology application market [3][5] - The company has successfully developed transparent radiation protection materials that allow visible light to pass while blocking high-energy radiation, filling a domestic market gap [2][3] Group 2: Market Position and Competition - The company faces competition from established overseas firms in the lead-free radiation protection materials sector, which typically use expensive metals, resulting in high product costs [4][5] - New Lai Fu's innovative use of light rare earth materials for lead-free protection offers a cost-effective alternative with superior shielding efficiency compared to traditional lead materials [4][5] Group 3: Financial and R&D Investments - The company has significantly increased its R&D expenditures, particularly in the last year, to support the development of new materials and technologies, which has led to substantial market share growth [8] - The company plans to continue investing in R&D to maintain its technological edge and market competitiveness, with expectations of strong growth in the coming years [8] Group 4: Future Prospects and Strategic Initiatives - The company is focusing on the mass production of high-performance samarium-cobalt magnets for applications in motors, with successful preliminary tests indicating positive feedback [9] - In 2025, the company aims to enhance its electronic ceramic materials business, addressing market bottlenecks and expanding its product offerings [7][8]
新莱福(301323) - 2025年2月7日投资者关系活动记录表