Group 1: Company Operations and Market Strategy - The company's export business primarily targets free trade zones or bonded areas, thus not requiring export licenses, which mitigates the impact of export control measures on the Q2 financial report [2] - The company actively adjusts market strategies and optimizes product structures to reduce potential risks and maintain business stability [3] - Continuous monitoring of international market changes and enhancing competitiveness to adapt to a complex and dynamic market environment is emphasized [3] Group 2: Business Development and Customer Management - The company has not yet ventured into rare earth recycling but focuses on the research, production, and sales of rare earth permanent magnet devices tailored to application fields [3] - Downstream customers generally adopt a "payment after delivery" model, with payment terms ranging from 90 to 150 days, influenced by customer credit status and order scale [3] - High added value of products is derived from non-standard customized design and complex process technical barriers, significantly shortening product development time through close collaboration with clients [3]
英思特(301622) - 2025年9月25日投资者关系活动记录表