中科三环(000970) - 2025年5月23日投资者关系活动记录表.

Group 1: Export Control and Licensing - The current export control measures mainly affect the company's production of neodymium-iron-boron permanent magnet materials containing dysprosium and terbium, requiring declaration and approval for export [1] - The company has taken proactive measures for export declaration and has already obtained export licenses for a small number of orders [1] Group 2: Product Applications - The company's main product, neodymium-iron-boron permanent magnet materials, is widely used in various fields including automotive (including new energy vehicles), consumer electronics, industrial robots, computers, energy-saving appliances, wind power, and industrial motors [1] - The company has been applying its products in the robotics field for many years, primarily in industrial robots, while humanoid robots are still in the R&D stage [1] Group 3: Inventory and Order Cycle - The company currently has 2-3 months of light rare earth inventory, with slightly more medium and heavy rare earth materials, purchasing based on actual usage [1] - The typical order cycle for the company's products is generally two to three months [1] Group 4: Market Outlook - Demand for rare earth permanent magnet materials is expected to further increase in mainstream application areas such as new energy vehicles, energy-saving appliances, and industrial motors [2] - Emerging fields like humanoid robots and low-altitude economy are anticipated to expand the application scenarios for rare earth permanent magnet materials [2]