JLMAG(SZ:300748)2022-12-03 10:46Group 1: Company Overview - Jiangxi Jinli Permanent Magnet Technology Co., Ltd. specializes in the R&D, production, and sales of high-performance NdFeB permanent magnet materials, serving as a leading supplier in the new energy and energy-saving environmental protection sectors [2][4]. Group 2: Key Application Areas and Major Clients - Wind Power: Permanent magnet direct-drive wind turbines with major clients including Goldwind Technology, Siemens-Gamesa, and CRRC [5]. - New Energy Vehicles: Applications in drive motors and ABS systems, with key customers like BYD and Bosch Group [5]. - Energy-saving Variable Frequency Air Conditioning: Used in air conditioning compressors, serving clients such as Mitsubishi and Midea [5]. - Robotics and Intelligent Manufacturing: Serves the servo motor market, with Bosch Rexroth as a primary client [5]. - Energy-saving Elevators: Supplies traction machines for elevators, with KONE as a major customer [5]. Group 3: Technological Advancements and Development - The company focuses on customer-oriented technology upgrades and product differentiation, leveraging its expertise in NdFeB materials to assist clients in product design and performance optimization [6][7]. - It possesses core technologies in formulation and production processes, including grain boundary penetration technology and high corrosion-resistant coatings, maintaining strong competitiveness in the industry [7]. Group 4: Response to Raw Material Price Fluctuations - The company does not own rare earth mines or engage in related separation and smelting services. To mitigate risks from rare earth price fluctuations, it employs a sales-based production model, pre-purchasing materials based on orders [7]. - It has established pricing mechanisms with key clients and maintains a safety stock of rare earth materials based on market trends [7]. - Strategic partnerships with leading companies like Ganzhou Rare Earth Group ensure a stable long-term supply of rare earth materials [7].