中国稀土(000831) - 2017年5月19日投资者关系活动记录表
ZGXTZGXT(SZ:000831)2022-12-06 02:42

Group 1: Company Production Capacity - The overall production capacity of the company is 12,000 tons, with Hongjin Company at 4,600 tons, Dahua Company at 4,400 tons, and Jianfeng Company at 3,000 tons [2] - In 2016, the company achieved a rare earth production target of 4,627 tons, resulting in a capacity utilization rate of less than 40% [2] Group 2: Mining Rights and Exploration - The company is actively promoting the transfer of exploration rights to mining rights for the Shengongzhai and Feitian rare earth mines, but the timeline for completion is uncertain due to multiple approval processes [3] Group 3: Technology and Product Quality - The company's wholly-owned subsidiary, Wukuang (Beijing) Rare Earth Research Institute, is a key participant in national "863" and "973" programs, with advanced technologies in rare earth separation and environmentally friendly processes [3] - The main products are rare earth oxides, with some products from Dahua Company achieving a purity of 99.9999%, and prices exceeding market averages by more than 2 times [3] Group 4: Market Development and Strategy - The company has established stable supply relationships with top 500 global enterprises for some high-end products, but the market for high-tech products in the rare earth downstream applications is not fully developed [4] - The company plans to continue focusing on technology innovation and customized supply strategies to meet customer demands [4]