中科三环(000970) - 2023年6月1日投资者关系活动记录表

Group 1: Company Capacity and Production - The company has a newly expanded capacity of 25,000 tons for sintered NdFeB and 1,500 tons for bonded NdFeB, with an overall operating rate of approximately 70% [2]. - The company maintains a light rare earth inventory of 2-3 months, with slightly more heavy rare earths, purchasing based on actual usage [2]. Group 2: Product Applications - The company's products are primarily used in computer hard drives within the computing sector [2]. - The yield rate from raw materials to finished products is approximately 65%, varying by product type and application [2]. Group 3: Robotics and New Energy Vehicles - The company's products have been applied in the robotics field for many years, mainly in industrial robots, with potential market growth driven by the expansion of robotic applications [3]. - Many domestic and international electric vehicle manufacturers are end-users of the company's products, with ongoing efforts to expand the customer base in the new energy vehicle sector [3].