中科三环(000970) - 2024年11月15日投资者关系活动记录表

Group 1: Inventory and Supply Chain - The company's rare earth material inventory is maintained at approximately 2-3 months of usage, with a slightly higher stock of heavy rare earths [1] - The situation in Myanmar has not significantly impacted the company's raw material procurement [1] Group 2: Production Capacity - The current operating rate of the company is between 60% and 70% [1] Group 3: Customer Base - The company's end customers include well-known international and domestic enterprises in various fields such as automotive (including new energy vehicles), consumer electronics, industrial robots, computers, energy-saving appliances, wind power, and industrial motors [1] Group 4: Robotics and Market Opportunities - The company has been applying its products in the robotics field for many years, primarily in industrial robots. The humanoid robot sector is still in the R&D phase, but successful development and market introduction could positively impact the neodymium-iron-boron permanent magnet material industry and the company [1] Group 5: Share Buyback - On July 23, 2024, the company approved a share buyback plan using self-owned funds ranging from 66.825 million to 133.65 million CNY, with the plan already implemented. The total shares repurchased account for approximately 1% of the company's total share capital [1] - The repurchased shares are intended for future employee stock ownership plans or incentive plans, aimed at enhancing investor confidence and improving the company's long-term incentive mechanisms [1]