Core Viewpoint - Tianhe Magnetic Materials has shown a mixed performance in stock price and financial metrics, with a slight increase in stock price recently but a decline in revenue year-on-year, indicating potential challenges in the market [1][2]. Financial Performance - As of September 30, 2025, Tianhe Magnetic Materials reported a revenue of 1.61 billion yuan, a year-on-year decrease of 16.86%, while the net profit attributable to shareholders was 120 million yuan, reflecting a year-on-year increase of 12.46% [2]. - The company has distributed a total of 39.64 million yuan in dividends since its A-share listing [3]. Stock Market Activity - On October 29, 2025, the stock price of Tianhe Magnetic Materials rose by 2.03% to 48.72 yuan per share, with a trading volume of 119 million yuan and a turnover rate of 3.72%, resulting in a total market capitalization of 12.876 billion yuan [1]. - The stock has appeared on the daily trading list 44 times this year, with the most recent occurrence on July 11, 2025, where it recorded a net buy of -9.1987 million yuan [1]. Shareholder Structure - As of September 30, 2025, the number of shareholders decreased by 27.77% to 39,700, while the average circulating shares per person increased by 41.29% to 1,662 shares [2]. - The largest circulating shareholder is the Harvest CSI Rare Earth Industry ETF, holding 850,500 shares, an increase of 446,800 shares compared to the previous period [3].

Group 1 - Tianhe Magnetic Materials (603072.SH) reported its Q3 2025 results, with 14 institutional investors holding a total of 139 million shares, representing 52.57% of the total share capital [1] - The top ten institutional investors collectively hold 52.30% of the shares, with a slight increase of 0.16 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, three funds increased their holdings, including the Jiashi Zhongzheng Rare Earth Industry ETF, Rare Earth ETF, and Huaxia Zhongzheng 1000 ETF, with an increase ratio of 0.24% [2] - Two public funds reduced their holdings, including the Guangfa Zhongzheng 1000 ETF and Nanfang Zhongzheng 1000 ETF, with a slight decrease [2] - A total of 2242 public funds did not disclose their holdings this quarter, including various ETFs related to rare earth and rare metals [2]

Core Insights - Tianhe Magnetic Materials experienced a decline of 1.40% in stock price on October 28, with a trading volume of 134 million yuan [1] - The company reported a total revenue of 1.61 billion yuan for the first nine months of 2025, a year-on-year decrease of 16.86%, while net profit attributable to shareholders increased by 12.46% to 120 million yuan [2] Financing and Trading Activity - On October 28, Tianhe Magnetic Materials had a net financing purchase of 958,400 yuan, with a total financing balance of 201 million yuan, representing 6.37% of its market capitalization [1] - The company had a margin trading balance of 296,100 yuan, with 6,200 shares available for short selling [1] Shareholder and Institutional Holdings - As of September 30, 2025, the number of shareholders decreased by 27.77% to 39,700, while the average number of circulating shares per person increased by 41.29% to 1,662 shares [2] - The largest circulating shareholder is the Harvest CSI Rare Earth Industry ETF, holding 850,500 shares, an increase of 446,800 shares from the previous period [3]

Core Viewpoint - The company, Baotou Tianhe Magnetic Materials Co., Ltd., has announced its third quarter financial report for 2025, ensuring the accuracy and completeness of the information disclosed [3][31][41]. Financial Data - The financial statements for the third quarter of 2025 have not been audited [3]. - The company reported that there were no significant changes in the financial indicators compared to the previous period [5]. Shareholder Information - The company will hold its second extraordinary general meeting on November 17, 2025, at 14:30 in Baotou, Inner Mongolia [8][9]. - The meeting will allow both on-site and online voting, with specific time slots for participation [10][16]. Board Meeting - The third board meeting was held on October 28, 2025, where the board approved the third quarter report and the reappointment of the accounting firm [29][36]. - The board confirmed that the report reflects the company's operational status accurately and completely [31][40]. Accounting Firm Appointment - The company has proposed to reappoint ShineWing Certified Public Accountants as its auditing firm for the fiscal year 2025, pending shareholder approval [47][48]. - ShineWing has a strong track record, with significant revenue from auditing services and a large number of certified public accountants [49][50].

Group 1 - Tianhe Magnetic Materials (SH 603072) announced on October 29 that its third board meeting will be held on October 28, 2025, to review the proposal for the reappointment of the accounting firm [1] - For the year 2024, the revenue composition of Tianhe Magnetic Materials is as follows: Sintered NdFeB accounts for 91.44%, other businesses account for 7.92%, and sintered SmCo accounts for 0.64% [1] Group 2 - The A-share market has surpassed 4000 points, marking a significant resurgence after ten years of stagnation, with technology leading the market's transformation into a "slow bull" new pattern [1]

Group 1 - The core viewpoint of the article highlights Tianhe Magnetic Materials' financial performance in Q3, indicating a revenue decline while net profit increased [1] Group 2 - For the first three quarters of 2025, the company's revenue was approximately 1.61 billion yuan, a year-on-year decrease of 16.86% [1] - The net profit attributable to shareholders was about 120 million yuan, reflecting a year-on-year increase of 12.46% [1] - Basic earnings per share were 0.45 yuan, which represents a year-on-year decrease of 16.67% [1]

Core Viewpoint - Tianhe Magnetic Materials (603072.SH) reported a decline in total operating revenue for the first three quarters of 2025, while net profit attributable to shareholders increased year-on-year [1] Financial Performance - Total operating revenue for the first three quarters of 2025 reached 1.61 billion yuan, a year-on-year decrease of 16.86% [1] - Net profit attributable to shareholders was 120 million yuan, reflecting a year-on-year increase of 12.46% [1] - Basic earnings per share stood at 0.45 yuan [1]

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