Group 1: Product Development and Innovation - The company has a long-term technical tracking and R&D investment in electromagnetic shielding materials, with successful development of flexible ferrite membranes for NFC and RFID applications, completed in 2018 [1] - New product developments include electromagnetic shielding rooms, tents, and bags, aimed at scenarios requiring communication signal isolation, which are currently in the technical reserve phase and not yet mass-produced [1] - The company aims to maintain stable growth in adsorptive functional materials, positioning itself as a leader in magnetic adhesive materials [3] Group 2: Infrastructure and Capacity Expansion - The second phase of the magnetic materials company's construction started in October 2023, covering over 110,000 square meters, with completion expected in December 2024 [3] - The new facility will focus on composite functional materials, radiation protection materials, and new rare earth permanent magnet materials, along with key new projects in the R&D center [3] Group 3: Product Applications and Market Potential - Samarium iron nitrogen products are suitable for high-suction applications in consumer electronics, such as wireless magnetic charging and magnetic connections [3] - The company has developed lead-free radiation protection materials that can shield X-rays and gamma rays, primarily used in medical, security, food inspection, and nuclear industries [3] - The lead-free characteristics of the security protection curtain reduce harm to staff and passengers, while the lightweight medical radiation protection clothing decreases the burden on healthcare workers [4] Group 4: Market Performance and Growth Outlook - The series of radiation protection materials has shown continuous growth in the first quarter and is expected to be a significant growth point for the company in the next two years [4]
新莱福(301323) - 2024年5月24日投资者关系活动记录表