悦安新材(688786) - 2024-009688786悦安新材投资者关系活动记录表

Group 1: Project Progress - The company's 3000-ton project in Ningxia has completed construction preparations, with the construction phase expected to begin in the second half of this year and trial production aimed for the first half of next year [2] - The company is focusing on expanding production lines in Ningxia and applications of soft magnetic materials in motors and automotive suspension systems [3] Group 2: Market and Orders - In Q1 of this year, there was a recovery in orders in the consumer electronics sector, with good demand in the inductor market [2] - The revenue scale of atomized alloy powder is expected to grow compared to 2023 [3] Group 3: Competitive Advantages - The company has advantages in product variety, including carbonyl iron powder and atomized alloy powder, which meet high-end customer needs [3] - The company serves major inductor clients in the US, Japan, South Korea, China, and Taiwan, covering applications in consumer electronics, servers, and automotive electronics [3] Group 4: Cost Impact - The recent rise in non-ferrous metal prices has a minimal impact on overall costs, as the main raw materials are iron, nickel, and chromium, with stable prices [3] Group 5: Product Development - The company is innovating low-cost carbonyl iron powder series products and by-products, with technology implementation ongoing in the Ningxia project [3]