SMM News: Hengdian East Magnetic in the latest release of "research activity information" said that in the future on the basis of small power, the company will actively pay attention to energy storage, large power and other aspects, and will choose the opportunity to expand production capacity to meet the follow-up market demand. The details are as follows:
1. What is the core competitiveness of the company's leading products in the industry?
A: in addition to the strong R & D capability and the advantage of market scale, I think the competitiveness of the company is also reflected in the management concept, problem-solving methods and the cooperation of the management team. The company adheres to the idea of customer-centered and hard work-oriented to run the enterprise. At the same time, with the combination of technical concept and management concept, some technical problems are solved with management concept, in order to improve the efficiency and ability of serving customers.
2. The future development plan of each industry of the company?
A: the company has obvious basic advantages in magnetic materials. At present, materials tend to be high-frequency and low-loss, and products tend to be miniaturized and thin. The company will actively cooperate with major customers to develop new products and materials while maintaining the original advantages, so as to further consolidate the company's position in the magnetic materials industry.
The new energy industry is the potential industry of the company, the solar energy industry company will keep up with the steady development of the market, choose the opportunity to layout a new generation of technology and products;
The production line of the new energy battery industry is now full of production and sales, and there is a market gap, so the company will expand its production capacity at the right time.
The device industry is a promising industry for the company, and the expansion of annulators / isolators and the field of inductors in the future will be a new growth point of the device industry.
In view of the project investment involved in the above industrial planning, the company will make corresponding decisions in accordance with the provisions of the internal control system and will disclose information in accordance with the relevant regulations of the Shenzhen Stock Exchange. please pay attention to the company's information disclosure.
3. What are the advantages of the company's expansion into the field of inductance?
A: inductance belongs to the downstream device field of magnetic materials, the company has obvious basic advantages in magnetic materials, at the same time, the company has a high-quality customer base at home and abroad, and has a great advantage in the development of customers. At present, the company has been involved in some small power inductors, mainly used in smart phones, pad, smartwatches and other electronic devices.
4. What is the technological development route of the company's new energy battery industry, and will it develop into the automobile field in the future?
A: at present, the lithium battery industry is mainly made of ternary materials. In the future, we will choose the time to expand the production capacity of ternary batteries or add new production lines of lithium iron phosphate materials according to the needs of customers and the market. Lithium batteries for vehicles will not be considered in the short term. At present, electric two-wheelers, power tools and portable energy storage are the main application directions.
5. Does the company have any financing plans in the future?
A: at present, the company has sufficient funds, and there is no need for financing.
6. At present, the company mainly buys silicon wafers. Does it have any plans for mass production and sales in the future?
A: the company produces a small number of silicon wafers for self-use, most of which are mainly outsourced. The company's solar energy industry team is judging the feasibility and necessity of the company's own silicon wafers, but it has no plans to produce and sell its own wafers yet.
7. How is the development of the company's circulator / isolator business in the second half of the year?
A: in terms of circulator / isolator business, the overall structure of the company's factory has been completed, the automated production line has been successful, the foundation of mass production has been laid, and it has passed the certification of some core customers. As the country slows down the construction of 5G base stations in the second half of the year, the company will also adjust the progress according to the progress of customers, and the production capacity is expected to be released next year.
Company profile
The company's main business includes magnetic materials, new energy and devices.
In terms of magnetic materials and devices industry, the company itself has obvious advantages in materials, technology, automation equipment and other aspects, with the genes of the industry leader. The company can always be acutely aware of the changes in market demand, explore the demand and update the products in a timely manner, making the company in an invincible position. For example, the deflection core was once the largest in the world, and many foreign counterparts failed to make changes in time when the product was replaced. Microwave oven magnetism is still in a monopoly position in the market, with a market share of more than 80%. Horn magnets and magnetic watts are medium-and high-end customers. The company still leads the industry in new product areas, such as leading scale of vibration devices, global market share of more than 20%, leading technology and equipment of new RF devices, complete product range, and more advantages of 5x5 products. In the future, while maintaining the original advantages, the company will actively cooperate with customers to continuously develop new products and open up new areas. In the future, it is planned to increase the expansion of the downstream device industry of magnetic materials (vibration devices, radio frequency devices, inductors, wireless charging, etc.).
In terms of the solar energy industry, according to the changes in the technological route of the solar energy industry, over the years, the company has been judged in stages from the aspects of single crystal or polycrystal, large size or small size, the impact of equipment selection on efficiency, and the expansion of the international market, and has been effectively landed, laying a solid foundation for the development of the solar energy industry. The company will steadily expand its production capacity after establishing the technical direction. The 1.6GW high-efficiency crystal silicon battery project that has been completed and put into production this year has been in a state of full production and full sale. according to the current market demand, the company will choose the opportunity to continue to increase the capacity layout of batteries and components.
In the new energy battery industry, through market positioning and customer group adjustment, the company has shifted from a large power market to a small power market, actively opening up application markets such as electric second wheel, power tools, portable energy storage, and so on, and its performance has been significantly improved. has turned a loss into a profit. In the future, on the basis of doing a good job of small power, the company will actively pay attention to energy storage, large power and other aspects, and will choose the opportunity to expand production capacity to meet the follow-up market demand.
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