悦安新材(688786.SH):寧夏項目通過創新工藝及寧東產業園區的區位優勢 大幅降低原料成本、增加副產品收入
格隆匯5月23日丨有投資者向悦安新材(688786.SH)提問:貴公司寧夏10萬噸新項目與老工藝相比,產品品質有差別嗎?
悦安新材回覆:尊敬的投資者,您好!公司生產的羰基鐵粉產品跟其他鐵基制粉工藝相比,具有顆粒度細、球形度好、純度高的三大特點,製成精密結構件,相對霧化、還原、電解鐵粉為原料,密度更高、機械性能更好;製成元器件,在服務器、GPU、汽車電子電力等中高頻應用場景,較以其他工藝鐵粉為原料,更為節能,更容易實現小型化、一體化。寧夏項目系在公司現有業務及產品的基礎上,通過工藝創新,創造性地以雜質含量更高的回收料、礦料等替代原有工藝的高純鐵料,生產符合下游客户要求的高品質羰基鐵粉及軟磁微納粉體產品。產品粒徑保持在6-7微米,較公司現有羰基鐵粉產品稍粗,但產品性能優於競品工藝還原法、霧化法和電解法,產品顆粒度小、燒結活性好、成型後零件緻密度高,同時產品環保性優於電解法。與現有生產工藝只產出羰基鐵粉一種產品相比,創新工藝能高效富集高價金屬副產品,有效提升產品利潤率。
寧夏項目通過創新工藝及寧東產業園區的區位優勢,大幅降低原料成本、增加副產品收入,預計在保持羰基鐵粉產品高毛利率的前提下,推出性價比高的基礎款羰基鐵粉,主要服務對象為對價格較為敏感的中端下游應用市場,突破原有產品只高價供應高端客户的局面,打開新的市場空間。感謝您對公司的關注。
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