大地熊回应投资者提问：机器人产业链布局加速产能扩张与订单需求动态匹配

基础金属	铜电解铜铜精矿铜管铜棒废铜铜排铜合金精铜杆再生铜杆铜板带铝铝土矿氧化铝电解铝铝辅料铝棒铝合金锭废铝铝杆铝型材铝板卷铅铅精矿铅锭铅蓄电池再生精铅还原铅废铅蓄电池铅合金锌锌精矿电解锌锌合金氧化锌锌粉锡锡精矿锡锭锡材镁
稀有金属	稀土稀土矿稀土氧化物稀土金属钕铁硼稀散金属锑铋铟锗镓硒钽锆贵金属白银钨钨精矿 APT(仲钨酸铵)钨粉碳化钨钨酸钠钨条钨铁钨材钼钼精矿工业氧化钼钼铁钼化工高纯三氧化钼钼金属钛钛精矿钛渣四氯化钛海绵钛钛金属钛白粉硒
新能源	锂锂矿锂化合物金属锂镍镍矿镍铁精炼镍镍盐高冰镍 MHP 钴电解钴钴粉氯化钴四氧化三钴硫酸钴钴中间品氧化钴碳酸钴钴酸锂锰锰矿电解锰电池级硫酸锰锂电正负极三元前驱体磷酸铁正极材料石油焦针状焦包覆沥青人造石墨硅碳负极硅氧负极硅

基础金属

铜电解铜铜精矿铜管铜棒废铜铜排铜合金精铜杆再生铜杆铜板带铝铝土矿氧化铝电解铝铝辅料铝棒铝合金锭废铝铝杆铝型材铝板卷铅铅精矿铅锭铅蓄电池再生精铅还原铅废铅蓄电池铅合金锌锌精矿电解锌锌合金氧化锌锌粉锡锡精矿锡锭锡材镁

稀有金属

稀土稀土矿稀土氧化物稀土金属钕铁硼 稀散金属锑铋铟锗镓硒钽锆 贵金属白银钨钨精矿 APT(仲钨酸铵)钨粉碳化钨钨酸钠钨条钨铁钨材钼钼精矿工业氧化钼钼铁钼化工高纯三氧化钼钼金属钛钛精矿钛渣四氯化钛海绵钛钛金属钛白粉硒

新能源

锂锂矿锂化合物金属锂镍镍矿镍铁精炼镍镍盐高冰镍 MHP 钴电解钴钴粉氯化钴四氧化三钴硫酸钴钴中间品氧化钴碳酸钴钴酸锂锰锰矿电解锰电池级硫酸锰 锂电正负极三元前驱体磷酸铁正极材料石油焦针状焦包覆沥青人造石墨硅碳负极硅氧负极硅

大地熊回应投资者提问：机器人产业链布局加速产能扩张与订单需求动态匹配

2025-03-11 10:46:31 来源：北方有色网责任编辑：管理员

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3 月 7 日，大地熊在投资者互动平台表示，公司持续关注机器人产业发展趋势，其高性能烧结钕铁硼稀土永磁材料已应用于机器人伺服电机部件。目前公司磁组件产品研发、生产及销售体系成熟，多款产品已进入汽车电机、工业电机等领域供应链。针对投资者关心的扩产计划与产能利用情况，公司透露将根据下游市场需求变化灵活调整产能投放节奏，确保产能利用率维持在合理水平。

扩产计划稳步推进三大基地协同发力

公司合肥、包头、宁国三大生产基地的扩产项目正按计划有序实施。其中，包头 “高端制造高性能稀土永磁材料及器件项目” 主体工程已基本完成，设备调试工作接近尾声，预计 2025 年底前实现部分投产；宁国 “年产 5000 吨高性能钕铁硼磁性材料项目” 于 2023 年启动建设，目前进展顺利。公司中长期产能规划目标为 2 万吨 / 年以上，通过技术升级与智能化改造，计划将单条产线能耗降低 15%，废水排放量减少 30%，进一步提升绿色制造水平。

订单需求持续旺盛产能利用率保持高位

当前公司在手订单充足，下游需求呈现结构性增长态势。新能源汽车驱动电机、工业节能电机等领域订单同比增幅显著，消费电子领域需求保持稳定。2024 年以来，公司通过动态价格管理机制有效应对稀土原材料价格波动，与客户建立了长期稳定的合作关系。目前产能利用率维持在 80% 以上，公司通过优化排产计划与供应链管理，确保订单交付效率。值得注意的是，公司烧结钕铁硼产品从毛坯到成品的材料利用率已达 60%，为行业领先水平。

市场竞争与风险应对

面对行业内扩产潮带来的竞争加剧，公司表示将依托技术创新与成本控制能力巩固市场地位。在机器人产业链布局方面，公司正加大磁组件产品研发投入，重点突破高精度磁路设计与智能组装技术。同时，公司通过外汇套期保值工具降低汇率波动风险，并持续拓展苹果、华为等国际客户供应链，进一步分散市场风险。

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大地熊回应投资者提问：机器人产业链布局加速 产能扩张与订单需求动态匹配

扩产计划稳步推进 三大基地协同发力

订单需求持续旺盛 产能利用率保持高位

市场竞争与风险应对

有色金属报告推荐

大地熊回应投资者提问：机器人产业链布局加速产能扩张与订单需求动态匹配

扩产计划稳步推进三大基地协同发力

订单需求持续旺盛产能利用率保持高位