中科三环(000970) - 2024年12月27日投资者关系活动记录表

Group 1: Company Overview - The humanoid robot sector is still in the R&D phase, with potential positive impacts on the neodymium iron boron permanent magnet materials industry once successful commercialization occurs [1] - The company is actively monitoring developments in this field to seize potential market opportunities [1] Group 2: Production and Capacity - The overall operating rate of the company is approximately 60%-70% [1] - The company's magnetic material products are primarily used in various sectors, including automotive (including new energy vehicles), consumer electronics, industrial robots, and more [1] Group 3: Inventory and Raw Materials - The company's rare earth raw material inventory is maintained at around 2-3 months' worth of usage, with production based on sales orders leading to shorter finished goods inventory periods [1] Group 4: Market Outlook - The company expects rare earth prices to remain relatively stable, influenced by supply-demand dynamics, relevant policies, and industry developments [1]