中科三环(000970) - 2025年4月25日投资者关系活动记录表

Group 1: Market Outlook and Export Impact - The company anticipates that rare earth prices will remain relatively stable at reasonable levels, influenced by supply-demand dynamics, policies, and industry developments [1] - The direct export proportion of the company's products to the United States is approximately 10% [1] - The company is actively taking measures to comply with export control regulations, particularly for products containing dysprosium and terbium [1] Group 2: Product Applications and Future Planning - The company's products are already applied in the drone sector, which is expected to expand the market demand for rare earth permanent materials [2] - The company has been involved in the industrial robot sector for several years, with humanoid robots currently in the research phase, which could positively impact the industry upon successful market introduction [1] - Future capacity expansion plans will be based on order volumes and market demand, avoiding blind expansion [2]