中国经济网北京2月23日讯 西磁科技(920061.BJ)近日披露2025年年度业绩快报公告。报告期内，公 司实现营业收入为96,079,621.14元，较去年同期下降23.05%；归属于上市公司股东的净利润为 4,670,419.54元，较去年同期下降76.74%；归属于上市公司股东的扣除非经常性损益的净利润为 1,907,884.12元，较去年同期下降82.36%。 西磁科技2023年12月21日在北交所上市，发行数量为15,391,300股（不含超额配售选择权）； 17,700,000股（全额行使超额配售选择权后），发行价格为8.09元/股。保荐机构（主承销商）为平安证 券股份有限公司，保荐代表人为朱翔坚、邹文琦。 西磁科技本次发行费用总额为1,874.33万元（超额配售选择权行使前）；2,061.52万元（全额行使超 额配售选择权后），其中，保荐承销费1,245.16万元（超额配售选择权行使前）；1,431.93万元（全额行 使超额配售选择权后）。 (责任编辑：何潇) 本次发行超额配售选择权行使前，西磁科技募集资金总额为124,515,617.00元，扣除发行费用 18,743,294.41元（不含增 ...

Core Viewpoint - The company has reported a significant decline in both revenue and net profit for the year 2025, alongside updates on project timelines and strategic shifts towards becoming a comprehensive solution provider in emerging markets [2][3][4] Group 1: Financial Performance - The company expects a revenue of 96.08 million yuan for 2025, representing a year-on-year decrease of 23.05% [2] - The net profit attributable to the parent company is projected to be 4.67 million yuan, reflecting a year-on-year decline of 76.74% [2] - Detailed data and management's explanation for the performance decline will be available in the upcoming annual report [2] Group 2: Project Progress - The core fundraising project, "Digital Workshop Transformation Project for Annual Production of 20,000 Magnetic Filtration Devices," has had its expected completion date postponed from December 31, 2025, to September 30, 2026, due to construction schedule adjustments and digital system optimization needs [3] - The current investment progress for this project stands at 43.39% [3] Group 3: Business and Technical Development - The company plans to transition from being a device supplier to an "overall solution provider" and aims to accelerate its overseas market expansion, particularly in emerging fields such as lithium battery recycling and solid-state batteries [4] - The effectiveness of these strategic shifts will need to be observed through the orders and capacity release in 2026 [4]

Investment Rating - The report does not explicitly state an investment rating for the industry or specific companies [32]. Core Insights - The North Exchange A-share trading volume reached 16.95 billion yuan on February 11, a decrease of 2.38 billion yuan from the previous trading day, with the North Exchange 50 Index closing at 1525.49, down 0.44% [8][16]. - Among the 293 companies listed on the North Exchange, 73 saw an increase in stock prices, 9 remained flat, and 211 experienced declines [18]. - The top five gainers included Minshida (8.4%), Gebijia (8.0%), Lingge Technology (7.6%), Kebaier (6.9%), and Jinhua New Materials (6.5%) [18]. - The top five decliners were Kaide Quartz (-7.4%), Optoelectronics (-6.1%), Liujin Technology (-5.7%), Hengtong Light (-5.2%), and Kangle Guardian (-4.8%) [18]. Summary by Sections Market Review - On February 11, the North Exchange A-share trading volume was 16.95 billion yuan, a decrease of 2.38 billion yuan from the previous day, with the North Exchange 50 Index closing at 1525.49, down 0.44% [8][16]. - The North Exchange Specialized and New Index closed at 2552.04, up 0.08% [8]. Important News - The State Council aims to establish a unified national electricity market system by 2035, with market-based electricity transactions accounting for about 70% of total electricity consumption by 2030 [21]. - The national standard for vehicle solid-state batteries is expected to be released in July 2026 [22]. Key Company Announcements - Ximic Technology reported a revenue of 96,079,621.14 yuan for 2025, a decrease of 23.05% year-on-year, with a net profit of 4,670,419.54 yuan, down 76.74% [23]. - Lintai New Materials plans to raise up to 380 million yuan through a private placement, with funds allocated for projects related to automotive components and high-end equipment manufacturing [24].

Core Viewpoint - Xici Technology (920061) reported a significant decline in its 2025 annual performance, with a 23.05% decrease in revenue and a 76.74% drop in net profit compared to the previous year [1][4]. Financial Performance Summary - Revenue for 2025 was 96.08 million, down from 124.87 million in the previous year, representing a decrease of 23.05% [3]. - Net profit attributable to shareholders was 4.67 million, a decline of 76.74% from 20.08 million [1][3]. - The company's net profit after deducting non-recurring gains and losses was 1.91 million, down 82.36% from 10.81 million [3]. - Basic earnings per share fell to 0.07, a decrease of 75% compared to 0.28 in the previous year [3]. Asset and Equity Summary - Total assets at the end of the reporting period were 305.83 million, down 4.05% from 318.73 million at the beginning of the period [3]. - Shareholders' equity attributable to the parent company was 279.28 million, a decrease of 1.69% from 284.09 million [3]. - The company's net asset per share was 3.95, down 1.50% from 4.01 [3]. Reasons for Performance Decline - The decline in performance is attributed to insufficient demand for new projects in the lithium battery industry, leading to reduced demand for magnetic filtration equipment [4]. - Decreased sales of export products due to changes in domestic and international conditions contributed to the revenue drop [4]. - The company faced increased competition, leading to a decrease in product prices and further impacting gross margins [4]. - Extended payment cycles from downstream customers resulted in an increase in bad debt provisions for accounts receivable [4]. Historical Performance Context - Xici Technology had shown growth in performance since 2020, with the only negative growth in net profit occurring in 2024 at -54.51% [5]. - The company's 2025 Q3 report indicated a revenue of 73.74 million, down 22.69% year-on-year, and a net profit of 319.73 million, down 81.94% [5].

关于使用部分闲置募集资金进行现金管理的进展公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、 授权现金管理情况 （一）审议情况 宁波西磁科技发展股份有限公司（以下简称"公司"）于 2025 年 12 月 12 日召开第四届董事会第四次会议，2026 年 1 月 4 日召开 2026 年第一次临时股东 会，审议通过了《关于使用部分闲置募集资金进行现金管理的议案》，根据公司 目前募集资金使用情况，在确保公司日常运营和资金安全的前提下，公司拟使用 总额不超过 6,500.00 万元（含 6,500.00 万元，仅包含本金，不包含投资收益） 的闲置募集资金进行现金管理。相关内容详见公司在北京证券交易所 （www.bse.cn）披露的《使用部分闲置募集资金进行现金管理的公告》（公告编 号：2025-129）。 （二）披露标准 证券代码：920061 证券简称：西磁科技 公告编号：2026-011 宁波西磁科技发展股份有限公司 根据《北京证券交易所股票上市规则》相关规定，交易的成交金额占上市公 司最近一期经 ...

证券代码：920061 证券简称：西磁科技 公告编号：2026-012 报告期内，公司实现营业收入为 96,079,621.14 元，较去年同期下降 23.05%； 归属于上市公司股东的净利润为 4,670,419.54 元，较去年同期下降 76.74%；归 属于上市公司股东的扣除非经常性损益的净利润为 1,907,884.12 元，较去年同 期下降 82.36%。 宁波西磁科技发展股份有限公司 2025 年年度业绩快报公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 特别提示：本公告所载 2025 年年度主要财务数据为初步核算数据，未经会 计师事务所审计，具体数据以公司 2025 年年度报告中披露的数据为准，提请投 资者注意投资风险。 一、2025 年年度主要财务数据和指标 单位：元 | 项目 | 本报告期 | 上年同期 | 变动比例% | | --- | --- | --- | --- | | 营业收入 | 96,079,621.14 | 124,865,312.24 | -23.05% | | ...

宁波西磁科技发展股份有限公司 证券代码：920061 证券简称：西磁科技 公告编号：2026-009 关于使用部分闲置募集资金进行现金管理的进展公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、 授权现金管理情况 （一）审议情况 宁波西磁科技发展股份有限公司（以下简称"公司"）于 2025 年 12 月 12 日召开第四届董事会第四次会议，2026 年 1 月 4 日召开 2026 年第一次临时股东 会，审议通过了《关于使用部分闲置募集资金进行现金管理的议案》，根据公司 目前募集资金使用情况，在确保公司日常运营和资金安全的前提下，公司拟使用 总额不超过 6,500.00 万元（含 6,500.00 万元，仅包含本金，不包含投资收益） 的闲置募集资金进行现金管理。相关内容详见公司在北京证券交易所 （www.bse.cn）披露的《使用部分闲置募集资金进行现金管理的公告》（公告编 号：2025-129）。 （二）披露标准 根据《北京证券交易所股票上市规则》相关规定，交易的成交金额占上市公 司最近一期经 ...

证券代码：920061 证券简称：西磁科技 公告编号：2026-010 宁波西磁科技发展股份有限公司 自有闲置资金委托理财进展公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、 授权委托理财情况 （一）审议情况 宁波西磁科技发展股份有限公司（以下简称"公司"）于 2025 年 12 月 12 日召开第四届董事会第四次会议，2026 年 1 月 4 日召开 2026 年第一次临时股东 会，审议通过了《公司 2026 年度使用自有闲置资金用于委托理财的议案》，根据 公司资金使用情况，在确保公司日常运营和资金安全的前提下，公司及其子公司 拟使用不超过人民币 16,000 万元的闲置自有资金购买安全性高的理财产品。在 上述额度内，资金可以循环滚动使用。相关内容详见公司在北京证券交易所 （www.bse.cn）披露的《自有闲置资金委托理财的公告》（公告编号：2025-127）。 （二）披露标准 根据《北京证券交易所股票上市规则》相关规定，交易的成交金额占上市公 司最近一期经审计净资产的 10%以上，且超过 ...

Group 1 - The report highlights the recent issuance of a notification by the National Development and Reform Commission and the National Energy Administration to improve the capacity pricing mechanism for power generation, which aims to adapt to the needs of the new power system and market structure [6][9]. - As of the end of 2025, China's cumulative installed capacity of new energy storage is expected to reach 213.3 GW, representing a year-on-year growth of 54%. The market share of lithium-ion batteries in new energy storage is projected to increase significantly from 8.2% at the end of the 13th Five-Year Plan to 65.8% by the end of the 14th Five-Year Plan [12][19]. - The report identifies 13 core companies in the energy storage industry chain listed on the Beijing Stock Exchange, including Changhong Energy, Haixi Communication, and others, which are involved in various aspects of energy storage technology and products [28][29]. Group 2 - The median price-to-earnings (P/E) ratio for the new energy industry on the Beijing Stock Exchange has decreased from 37.1X to 35.9X, with the median market capitalization dropping from 27.2 billion to 24.2 billion [31][32]. - The report notes that the median P/E ratio for electronic equipment companies on the Beijing Stock Exchange has declined from 65.8X to 61.1X, indicating a shift in market valuation trends [31][32]. - The report indicates that the median P/E ratio for mechanical equipment companies has decreased from 44.6X to 42.3X, reflecting changes in investor sentiment and market conditions [31][32].

代码名称最新价（元）涨跌幅（%）成交额000758中色股份9.010.0222.26亿元601600中国铝业 14.610.02117.18亿元600988赤峰黄金46.8610.063.76亿元300127银河磁体36.687.8810.89亿元920061西磁 科技33.827.41.74亿元 本文源自：市场资讯 作者：行情君 2026年1月28日稀土市场行情： 根据包头稀土产品交易所显示，今日稀土主流产品价格稳中有升。氧化镨钕均价69.65万元/吨，上涨 0.42万元/吨；金属镨钕均价84.28万元/吨，上涨1.13万元/吨；氧化镝均价140.43万元/吨，下跌0.57万元/ 吨；氧化铽均价623.17万元/吨，下跌0.75万元/吨。今日询价氧化钕、氧化镨、氧化镧铈、氧化铕等产 品成交信息较少，请慎重参考。目前，氧化镨钕市场现货库存依旧偏紧，成本上升带动镨钕金属价格保 持高位。但下游磁材厂家陆续进入放假前准备阶段，采购意愿较低，市场询价多以贸易商为主，实际成 交有限。中重稀土产品市场延续低活跃状态，价格延续平稳走势，目前看来，短期市场或逐渐趋向平 稳，后市交投可能逐步疲软。 A股市场部分稀土永磁概念股行 ...