屹通新材(300930) - 屹通新材调研活动信息

Group 1: Market and Product Application - The application field distribution of iron-based powder includes: Powder metallurgy parts: 71.8%, Diamond tools: 5.5%, Soft magnetic materials: 5.9%, Welding materials: 5.4%, Metallurgical auxiliary materials: 2.5%, Battery materials: 3%, Thermal spraying: 0.3% [2] - The sales volume of high-performance pure iron powder, alloy steel powder, and additive iron powder in the first half of the year accounted for 61.58%, 16.69%, and 21.73% respectively, with revenue proportions of 59.23%, 26.67%, and 14.10% [3] Group 2: Cost and Pricing Strategy - The company sources scrap steel mainly from local recycling companies, with procurement prices following the market prices in the Taizhou area [3] - The pricing of products is primarily based on costs, determined by market competition and supply-demand relationships [2] Group 3: Production Capacity and Development - The company currently has a production capacity of 80,000 tons for various water-atomized iron-based powders, with plans to increase production of soft magnetic alloy powders [4] - The construction of a new project for 70,000 tons of iron and copper-based materials is underway, with the first phase expected to begin trial production in October [5] Group 4: Raw Material Management - The company does not currently use long-term contracts or hedging for raw material procurement but adjusts procurement volumes based on long-term experience [3] - The company plans to actively respond to raw material price fluctuations by adjusting product structure and developing high-value-added products [3]