悦安新材(688786) - 悦安新材投资者关系活动记录表

Group 1: Market Demand and Orders - The demand for carbonyl iron powder is strong, with overseas customers holding orders for approximately 3 months and domestic customers for about 1 month [3] - The company’s new project in Ningxia is aligned with cost expectations, and downstream customers are optimistic about the new process [3] Group 2: Product Development and Technology - The company is actively developing customer resources related to titanium, focusing on titanium dioxide and sponge titanium manufacturers [3] - The company has technology reserves for titanium alloy folding screen powder, with plans for small-scale production next year [4] Group 3: Strategic Focus and Applications - The company prioritizes expanding into precision components due to urgent cost reduction needs [3] - New applications for carbonyl iron powder include high-frequency soft magnetic motors, which show significant advantages in power consumption [3] Group 4: Financial and Corporate Strategy - The company’s capital increase plan is based on confidence in new expansion projects and overall value recognition, although progress has slowed due to recent regulatory changes [4] - The company is in the process of optimizing production lines for amorphous powder, aiming for small-scale production next year [4] Group 5: Collaboration and Partnerships - The company has signed a strategic cooperation agreement with a subsidiary of the Aerospace Science and Industry Corporation for wave-absorbing materials [4]