Group 1: Pricing Strategy - The company's "cost-plus" pricing strategy is not a simple fixed processing fee but is determined by multiple factors including production costs, R&D investment, and manufacturing complexity, ensuring reasonable profits while dynamically adjusting to raw material price fluctuations [2]. Group 2: Product Characteristics - The company's main products, "single magnetic application devices" and "magnetic component application devices," are widely used in the consumer electronics sector. Single magnetic devices are characterized by their performance being significantly influenced by raw materials, while magnetic components integrate multiple magnetic elements to achieve more complex functionalities [3]. Group 3: Project Progress - The company has several fundraising projects, including the expansion of high-end magnetic materials and components for consumer electronics and new energy vehicles, the construction of a research center, and the establishment of an intelligent factory 4.0 platform. The working capital project has been completed, while the other projects are progressing normally but have not yet reached the predetermined usable state [3]. Group 4: Growth Expectations - The company maintains a positive outlook for the growth of magnetic application components over the next two to three years, driven by product upgrades in the consumer electronics sector and the increasing penetration of new energy vehicles. The company aims to enhance production capacity and technical levels through fundraising projects and integrated applications of rare earth permanent magnetic materials to seize market opportunities [3].
英思特(301622) - 2026年1月13日投资者关系活动记录表