横店东磁(002056) - 2016年1月29日投资者关系活动记录表
DMEGCDMEGC(SZ:002056)2022-12-06 11:16

Group 1: Company Overview - The company is involved in the production of permanent and soft magnetic materials, with applications in various fields such as speakers, microwaves, energy-efficient appliances, automotive, aerospace, and medical machinery [3][4]. - The company has a production capacity of 150,000 tons for ferrite pre-burned materials, being the largest production base in the country [6]. Group 2: Sales Distribution - Domestic sales account for 60%, while overseas sales make up 40% of the total sales [4]. - In 2014, the company held an 8.1% share of the national soft ferrite market and a 5.7% share of the global market. For permanent ferrite, the shares were 19.1% nationally and 13.6% globally [4]. Group 3: Solar Energy Sector - In 2015, the solar energy sector generated approximately 720 million CNY in sales, with single crystal cell sales contributing about 130 million CNY and multi-crystal cell sales around 320 million CNY [8][9]. - The company anticipates total sales revenue for the solar energy sector to reach 1.7 to 1.8 billion CNY in 2015, with an estimated total production of 730 MW, including 560 MW of cells and 170 MW of components [9]. Group 4: Market Performance and Future Outlook - The magnetic materials market experienced a decline in 2015 compared to 2014, but the solar energy sector's performance exceeded expectations, mitigating the overall impact on the company's financial results [11]. - For 2016, the company expects a reduction in non-operational impacts, stable growth in the magnetic materials sector, and an upward trend in the solar energy sector compared to 2015 [12].