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].

Group 1: Market Overview - The rare earth market shows a stable upward trend in prices for mainstream products as of January 28, 2026, with praseodymium-neodymium oxide averaging 696,500 CNY/ton, an increase of 4,200 CNY/ton [1] - Neodymium metal averages 842,800 CNY/ton, rising by 11,300 CNY/ton, while dysprosium oxide averages 1,404,300 CNY/ton, decreasing by 5,700 CNY/ton [1] - Terbium oxide averages 6,231,700 CNY/ton, down by 7,500 CNY/ton, indicating mixed price movements across different rare earth products [1] Group 2: Market Activity and Trends - Current market activity for praseodymium-neodymium oxide remains tight, with rising costs supporting high metal prices, although downstream magnet manufacturers are reducing purchasing intentions ahead of the holiday season [1] - The market for medium and heavy rare earth products continues to show low activity, with prices remaining stable, suggesting a potential trend towards stability in the short term [1] - Actual transactions are limited, primarily driven by traders, indicating a possible gradual fatigue in market trading in the future [1] Group 3: Stock Performance - A-share market performance for rare earth permanent magnet concept stocks shows slight fluctuations, with notable stocks including: - China Northern Rare Earth Group (000758) at 9.01 CNY, up 0.02% with a transaction volume of 2.226 billion CNY [2] - Aluminum Corporation of China (601600) at 14.61 CNY, up 0.02% with a transaction volume of 11.718 billion CNY [2] - Chifeng Jilong Gold Mining (600988) at 46.86 CNY, up 10.06% with a transaction volume of 376 million CNY [2] - Galaxy Magnetic (300127) at 36.68 CNY, up 7.88% with a transaction volume of 1.089 billion CNY [2] - West Magnetic Technology (920061) at 33.82 CNY, up 7.41% with a transaction volume of 174 million CNY [2]

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：2026-008 2025 年年度业绩预告公告 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、本期业绩预告情况 (一)业绩预告期间 2025 年 1 月 1 日至 2025 年 12 月 31 日。 (二)业绩预告情况 √年度实现盈利，且净利润与上年同期相比下降 50%以上 单位：万元 | 项目 | | 本报告期 | 上年同期 | 变动比例% | | --- | --- | --- | --- | --- | | 归属于上市 | 公司 | 410.00～530.00 | 2,008.03 | -79.58%～-73.61% | | 股东的净利润 | | | | | 二、本期业绩重大变化的主要原因 1.由于下游锂电行业新建项目需求不足，导致磁力过滤 ...

Group 1 - In the past month (from December 27, 2025, to January 26, 2026), a total of 18 companies listed on the Beijing Stock Exchange (BSE) received institutional research, with Xingchen Technology being the most notable, attracting 31 participating institutions [1] - Among the 18 companies, 16 were researched by brokerages, 11 by funds, 5 by private equity, and 4 by insurance companies [1] - The companies that received the most attention from institutions include Tietuo Machinery, Wuxin Tunnel Equipment, and Jikang Technology, with 27, 23, and 16 participating institutions respectively [1] Group 2 - The average market capitalization of all companies on the BSE as of January 26 was 3.327 billion yuan, while the average market capitalization of the companies that received research was 4.205 billion yuan [2] - The companies with the highest market capitalization among those researched include Kaifa Technology, Fujida, and Jinhua New Materials [2] - The average stock price increase for the researched companies over the past month was 5.46%, with notable gainers including Tianrun Technology, Tairis, and Fujida, which saw increases of 24.61%, 18.46%, and 13.52% respectively [1][2]

Group 1 - The report highlights the introduction of the "Interim Measures for the Recycling and Comprehensive Utilization of Waste Power Batteries for New Energy Vehicles," which will take effect on April 1, 2026, mandating a full lifecycle management approach for retired batteries [4][16][17] - The total amount of retired lithium batteries in mainland China is projected to increase from 157,100 tons in 2020 to 455,100 tons in 2024, representing a compound annual growth rate (CAGR) of 30.5% [4][37][39] - The report identifies four companies listed on the Beijing Stock Exchange involved in lithium battery recycling, with a total market capitalization of 10.459 billion yuan as of January 23, 2026 [4][45][46] Group 2 - The chemical new materials sector experienced an average weekly increase of 5.11% in stock prices, with notable companies such as Meibang Technology and Tianli Composite showing significant gains [5][62] - The average price-to-earnings (P/E) ratio for the chemical new materials industry rose to 42.5X, indicating a positive market sentiment [5][62] - The technology sector saw a median P/E ratio increase from 44.3X to 44.7X, with a total market capitalization growth from 546.417 billion yuan to 560.692 billion yuan [6][76][77] Group 3 - The report emphasizes the importance of both tiered utilization and recycling of retired power batteries, with tiered utilization focusing on reusing batteries with remaining capacity for applications such as energy storage systems [25][26] - The recycling process aims to extract valuable materials from waste batteries, with physical and chemical recovery methods being the primary techniques employed [27][29][30] - The report notes that the global processing volume of retired batteries is expected to grow from 338,400 tons in 2020 to 1.3 million tons by 2024, with a CAGR of 40.6% [40]

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。 证券代码：920061 证券简称：西磁科技 公告编号：2026-007 宁波西磁科技发展股份有限公司 关于对外投资设立合资公司的进展公告 公司名称：宁波众一驱动技术有限公司 统一社会信用代码：91330211MAK6R9UU72 类型：有限责任公司(自然人投资或控股) 法定代表人：应杰 注册资本：壹佰万元整 一、对外投资概述 宁波西磁科技发展股份有限公司（以下简称"公司"）基于业务发展需要， 与宁波众利流体机械有限公司、宁波吉诺泵业有限公司共同出资设立宁波众一驱 动技术有限公司（以下简称"新公司"）。新公司注册资本为 100 万元，其中公司 出资 34 万元，占比 34%，为其控股股东，新公司将纳入公司合并报表范围。本次 对外投资设立控股子公司无需董事会及股东会审议。 具 体 内 容 详 见 公 司 2026 年 1 月 19 日 在 北 京 证 券 交 易 所 官 网 （http://www.bse.cn/）披露的《对外投资设立合资公司的公告》（公告编号 ...

证券代码：920061 证券简称：西磁科技 公告编号：2026-006 宁波西磁科技发展股份有限公司 对外投资设立合资公司的公告 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、对外投资概述 （一）基本情况 宁波西磁科技发展股份有限公司（以下简称"公司"或"西磁科技"）基于 战略布局和业务发展需要，拟与宁波众利流体机械有限公司（以下简称"众利流 体"）、宁波吉诺泵业有限公司（以下简称"吉诺泵业"）共同出资设立宁波众一 驱动技术有限公司（以下简称"新公司"或"众一驱动"）。 新公司注册地址拟为宁波市镇海区澥浦镇广源路 267 号，注册资本为 100 万元人民币，其中公司以货币方式出资 34 万元，占比 34%，为其控股股东；众 利流体以货币方式出资 33 万元，占比 33%；吉诺泵业以货币方式出资 33 万元， 持股 33%。新公司将纳入公司合并报表范围。 新公司经营范围拟为：泵及真空设备制造；通用零部件制造；通用设备制造 （不含特种设备制造）；机械零件、零部件加工；泵及真空设备销售；机械零件、 零部 ...

Investment Rating - The report indicates a focus on technology sectors and policy-supported areas, suggesting a positive outlook for specialized and innovative companies in the semiconductor and robotics fields [3]. Core Insights - The market is currently experiencing a rotation with clear policy guidance, emphasizing the importance of technology and innovation in driving growth [3]. - The North Exchange A-share trading volume reached 30.43 billion yuan, a decrease of 2.79 billion yuan from the previous trading day, with the North Exchange 50 Index closing at 1548.33, up 0.23% [7]. - The report highlights the performance of individual stocks, with 119 out of 288 companies rising, while 165 fell, indicating a mixed market sentiment [16]. Summary by Sections Market Review - On January 16, the North Exchange A-share trading volume was 30.43 billion yuan, down from the previous day [7]. - The North Exchange 50 Index closed at 1548.33, with a PE_TTM of 64.92 times, while the specialized and innovative index closed at 2666.88, up 0.46% [7][16]. Stock Performance - The top five gainers included Kema Materials (371.3%), Kaide Quartz (20.3%), and Tietuo Machinery (10.2%) [16]. - The top five losers were Liujin Technology (-13.9%), Keli Co., Ltd. (-11.8%), and Meideng Technology (-9.2%) [16]. Important News - Significant advancements in liquid metal flexible electronics manufacturing have been reported, providing innovative solutions for high-performance and green applications [2]. - The Chinese FAST telescope has made a breakthrough in capturing the evolution of fast radio bursts, marking a significant achievement in astrophysics [19]. Company Announcements - Ximic Technology has been re-certified as a high-tech enterprise, enhancing its innovation capabilities [20]. - Kangbiter announced the lifting of restrictions on 211,500 shares, representing 0.17% of its total share capital, effective January 21, 2026 [22].

证券代码：920061 证券简称：西磁科技 公告编号：2026-005 一、基本情况 根据全国高新技术企业认定管理工作领导小组办公室发布的《对宁波市认定 机构 2025 年认定报备高新技术企业进行备案的公告》（刊载于"高新技术企业认 定管理工作网"，网址 http://www.innocom.gov.cn/），公司通过高新技术企业重 新认定，证书编号：GR202533101083。 根据浙江省经济和信息化厅发布的《关于公布 2025 年度浙江省重点企业研 究院、企业研究院认定名单的通知》（浙经信高新便函〔2025〕165 号），公司研 究院被认定为浙江省企业研究院。 二、对公司的影响 本次系公司持有的原高新技术企业证书有效期届满后进行的重新认定。根据 《中华人民共和国企业所得税法》等相关规定，公司自获得高新技术企业认定后 的三年内享受高新技术企业税收优惠，企业所得税按 15%的税率缴纳。 高新技术企业的重新认定，以及被认定为省级企业研究院，是对公司技术研 究和科技创新的充分肯定，有助于提升公司自主创新能力和核心竞争力。 三、备查文件 宁波西磁科技发展股份有限公司关于公司通过 高新技术企业重新认定及被认定为省级 ...