Group 1: Investor Relations Activity Overview - The investor relations activity was conducted on January 26, 2024, at the company's conference room [2] - Participants included Gao Shen Asset and the company's board member and secretary, Ms. Xu Fei [2] Group 2: Impact of Nickel Price Fluctuations - The company's pricing strategy for nickel strip and foil products is based on "raw material cost + processing fee," with raw material prices linked to the daily electrolytic nickel listing price [3] - Fluctuations in electrolytic nickel prices directly affect sales revenue, which in turn impacts the company's gross margin [3] Group 3: New Factory Production Line - The new factory's production line can be debugged and put into production in batches, allowing for earlier operational use [4] - The construction period for the new factory is estimated to be 10-12 months, with equipment ordering occurring simultaneously [4] - Full production capacity is expected to be reached in approximately 18 months, with efforts to expedite the timeline [4]
远航精密(833914) - 投资者关系活动记录表