Core Viewpoint - The company reported a steady increase in overall gross margin and profitability, with strategic plans to enhance product competitiveness and manage costs effectively [1] Financial Performance - The overall gross margin for the company was 25.47%, an increase of 1.15% compared to the same period last year [1] - In the first half of 2024, the gross margin for core business reached 26.61%, while in the first half of 2025, it improved to 28.46%, reflecting a year-on-year increase of 1.85 percentage points [1] - The gross margin for single magnetic products rose by 2.75 percentage points to 26.98%, and the gross margin for magnetic components increased by 1.56 percentage points to 29.65% [1] Future Outlook - The future trajectory of the company's gross margin will be influenced by various factors, including fluctuations in raw material prices, changes in market competition, and internal cost control capabilities [1] - The company plans to optimize supply chain management and build closer relationships with upstream suppliers to mitigate uncertainties in raw material procurement costs [1] - There is a focus on increasing the proportion of high value-added products through technological upgrades and process improvements to enhance product competitiveness and maintain overall gross margin levels [1] - Continuous advancement in production automation and intelligent upgrades is aimed at improving production efficiency and reducing labor costs and manufacturing expenses, thereby supporting stable gross margins [1] - The company aims to enrich its product structure and add new profit growth points to promote a stable and positive trend in gross margins [1]

Core Viewpoint - The rare earth permanent magnet materials industry has a broad development prospect, primarily benefiting from the global green economy transition and technological advancements driving demand growth [1] Industry Summary - The demand for rare earth permanent magnet materials is expected to continue expanding due to the rapid development of sectors such as electric vehicles, wind power generation, and robotics [1] - The consumer electronics industry's technological iterations provide a stable incremental space for rare earth permanent magnet devices, especially in high-end smart devices [1] Company Summary - The company's growth drivers include: - Increasing R&D investment to promote technological innovation and product upgrades to meet customer needs [1] - Deepening cooperation with existing customers while exploring new customer groups [1] - Actively expanding into emerging markets, particularly in the fields of electric vehicles, robotics, and low-altitude economy [1] - Optimizing production processes to enhance capacity utilization and product quality, further consolidating the company's competitive advantage and increasing market share [1]

（编辑 袁冠琳） 证券日报网讯 国货航9月17日发布公告，在公司回答调研者提问时表示，国货航独家采购国航股份客机 货物运输服务，并对外以国货航的名义独立从事客机货运业务经营。国货航以缔约承运人身份，与托运 人签署货物运输服务合同，国货航就国航股份客机货运舱位承运的货物收取运费并承担整体货运承运责 任。中国国航以实际承运人身份，为国货航交运的货物提供空中运输及相关的货库、站坪等机场地面保 障服务，并承担实际承运人责任及相应安保责任。结算具体模式为：中国国航和其控股子公司就国货航 独家经营其客机货运业务向国货航收取运输服务价款，运输服务价款以客机货运业务产生的实际货运收 入为基数，扣减一定业务费率计算得到。 ...

Core Viewpoint - The company has established long-term and stable relationships with internationally renowned consumer electronics brands, with a significant portion of its revenue coming from its top five clients, indicating a high level of customer concentration [1] Group 1: Customer Relationships - The company has a good track record of cooperation with its major clients, and the breadth and depth of these partnerships are continuously improving [1] - The sales revenue from the top five customers constitutes a large proportion of the company's total revenue, highlighting the risk associated with customer concentration [1] Group 2: Market Risks - Future competition in the consumer electronics market could impact the sales of products if major brands fail to meet consumer demands or make significant strategic errors [1] - A decline in consumer purchasing power could adversely affect the sales volume of end products, which in turn would influence the procurement plans of brand manufacturers and negatively impact the company's performance [1] Group 3: Company Strategy - As a leading manufacturer of rare earth permanent magnet materials in the consumer electronics sector, the company leverages its unique technological advantages and reliable product quality to develop a diverse customer base [1] - The company is actively expanding its product application areas and enhancing the resilience and risk management capabilities of its overall supply chain to mitigate risks associated with customer concentration [1]

证券日报网讯 甘咨询9月17日在互动平台回答投资者提问时表示，子公司甘肃省水利水电勘测设计研究 院聚焦全省广袤沙漠土地资源，依托腾格里大沙漠，积极开展沙戈荒新能源基地建设，承接了多项规划 研究、勘察设计业务，正在积极拓展工程总承包业务。 （编辑 袁冠琳） ...

证券日报网讯 中汽股份9月17日在互动平台回答投资者提问时表示，公司主营业务为通过构建汽车场地 试验环境和试验场景，为汽车整车生产企业、汽车检测机构、汽车底盘部件系统企业以及轮胎企业等客 户提供场地试验技术服务。公司部分客户的车型搭载了鸿蒙智行智能车载系统，中汽股份为其提供相应 的场地试验技术服务。 （编辑 袁冠琳） ...

Group 1 - The company announced on September 17 that its capacity utilization rate is currently high and at an industry-leading level [1] - The second half of the year is typically a peak season for diaphragm demand, and with stable growth in downstream demand, the company's diaphragm capacity is expected to become slightly tight [1] - The diaphragm industry's capacity expansion has significantly slowed down, and the current oversupply situation is expected to converge as demand continues to grow, potentially leading to a balanced supply state in the future [1]

本报讯 （记者李乔宇）9月17日，北京上市公司协会（以下简称"北上协"）组织会员单位走进消费类地 方国企北京顺鑫农业股份有限公司（以下简称"顺鑫农业"），开展以"ESG与可持续发展"为专题的第一 场调研座谈活动。本次活动由北京证监局指导，北上协主办，顺鑫农业承办，北京上市公司独立董事、 董事会秘书、证券事务代表、相关领域负责人、媒体记者以及协会秘书处专职工作人员等60余人参加活 动。 此次调研座谈活动以"调研参观+座谈交流"的形式开展。活动当天，与会代表们参观了顺鑫农业中国酒 业协会白酒文化博物馆和北京牛栏山二锅头酒文化博物馆，全面了解了酿酒的起源、工艺的传承以及白 酒的创新发展以及中国各大白酒产区的地域风貌、工艺特色和代表品牌。会员代表们一起追溯二锅头历 史渊源，解读二锅头与京味文化的血脉关系，突出展示牛栏山酒厂在伟大新时代坚持民酒定位，践行以 人民为中心的发展思想，所取得的非凡成就。 顺鑫农业董事、总经理、董事会秘书康涛对与会上市公司代表表示热烈欢迎。座谈交流中，康涛介绍了 顺鑫农业的整体发展情况与主要业务领域，作为北京市第一家农业类上市公司，经过20多年的发展，公 司形成以白酒与猪肉两大主业为主的产业版 ...

Core Viewpoint - Nandu Power has signed a strategic cooperation agreement with Yadi to enhance collaboration in solid-state battery technology research and development, product development, and industry chain synergy, aiming to create an innovative solid-state battery ecosystem and accelerate marketization [1] Company Collaboration - The partnership will leverage the strengths of both companies to build an open and innovative solid-state battery industry ecosystem [1] - Both companies will explore diverse cooperation models to establish a comprehensive and multi-level strategic partnership [1]

证券日报网讯 南都电源9月17日在互动平台回答投资者提问时表示，公司与太蓝、雅迪等签署战略合作 协议，各方将发挥各自研发平台优势，通过重点项目合作，整合双方领先的技术研究能力，共同开展相 关技术研发和成果产业化工作，推进固态电池技术创新、技术应用与产品迭代。此外，双方还将充分发 挥各自资源优势、行业优势、产业优势，通过自主谋划、产业带动、资源互换等方式，发挥产业链协同 作用，推进固态电池在储能领域及民用领域规模化应用。 （编辑 王雪儿） ...