龍磁科技(300835.SZ):目前公司濕壓磁瓦產能為4.5萬噸,本年內提升至5萬噸
格隆匯4月29日丨龍磁科技(300835.SZ)於2024年4月26日進行電話會議,就“公司永磁產能規劃的釋放情況及產品結構”,公司回覆稱,目前,公司濕壓磁瓦產能為4.5萬噸,本年內提升至5萬噸;濕壓磁瓦的中長期目標產能依然是6萬噸,近兩年因公司的業務板塊類型更加豐富,產業鏈日臻完善,公司在產業投資平衡上做了部分把控,濕壓磁瓦後續產能建設公司將根據市場情況逐步投放。產品結構方面,2023年高性能SM-9及以上產品佔比進一步提升,有效發揮了規模效應,在自動化改造和效率提升方面取得了良好成效,保持了較高的毛利率水平。
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