Group 1 - On January 28, Tianhe Magnetic Materials executed a block trade of 250,000 shares, with a transaction value of 10.9225 million yuan, accounting for 1.72% of the total transaction volume for the day [1] - The transaction price was 43.69 yuan, which represents a 5% discount compared to the market closing price of 45.99 yuan [1]

Market Performance - The metal new materials sector increased by 1.25% on January 28, with Galaxy Magnet leading the gains [1] - The Shanghai Composite Index closed at 4151.24, up 0.27%, while the Shenzhen Component Index closed at 14342.9, up 0.09% [1] Top Gainers - Galaxy Magnet (300127) closed at 36.68, up 7.88% with a trading volume of 307,500 shares and a transaction value of 1.089 billion [1] - Zhongke Magnet (301141) closed at 64.62, up 6.88% with a trading volume of 117,400 shares and a transaction value of 742 million [1] - Dadi Bear (688077) closed at 35.51, up 5.62% with a trading volume of 91,100 shares and a transaction value of 316 million [1] Sector Fund Flow - The metal new materials sector saw a net inflow of 204 million from institutional investors, while retail investors experienced a net outflow of 88.55 million [2] - The main stocks with significant net inflows included XinKe Materials (600255) with 70.33 million and Tianhe Magnetic Materials (603072) with 69.00 million [3] Notable Decliners - Longda Co. (688231) closed at 31.44, down 3.56% with a trading volume of 70,000 shares and a transaction value of 222 million [2] - Sry New Materials (688102) closed at 42.46, down 2.73% with a trading volume of 236,100 shares and a transaction value of 1.004 billion [2]

1月26日，天和磁材大宗交易成交37万股，成交额1636.51万元，占当日总成交额的5.56%，成交价44.23元，较市场收盘价44.46元折价0.52%。 | 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( * ) 买入营业部 | | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | --- | | 2026-01-26 | 天和磁材 | 603072 | 44.23 1636.51 | 37 | 机构专用 | 民生证券股份有限 公司北京第一分公 | ...

一、投资情况概述 （一）投资目的 为进一步提高自有资金使用效率，在不影响日常经营资金使用和确保资金安全的前 提下，公司合理利用部分闲置自有资金进行现金管理，增加资金收益，为公司及股东获 取更多的投资回报。 投资产品：银行理财产品。 投资金额：4,000.00 万元人民币。 已履行的审议程序：公司于 2025 年 12 月 29 日召开了第三届董事会审计委员会 第八次会议、第三届董事会独立董事专门会议及第三届董事会第九次会议，分 别审议通过了《关于使用闲置自有资金进行现金管理的议案》。本事项无需提交 公司股东会审议。保荐人申港证券股份有限公司对本事项出具了无异议的核查 意见。具体内容详见公司在上海证券交易所网站（www.sse.com.cn）及指定信 息披露媒体披露的《关于使用闲置自有资金进行现金管理的公告》（公告编号 2025-112）。 特别风险提示：公司拟使用闲置自有资金进行现金管理将选择安全性高、流动 性好、风险较低的理财产品，但金融市场受宏观经济的影响较大，投资收益仍 可能受到市场波动的影响，公司将根据经济形势以及金融市场的变化适时适量 地介入，敬请投资者注意投资风险。 （二）投资金额 证券代码：60 ...

| 序 | 受托方 | 产品名称 | | 收益类型 | 认购金额 | 起息日期 | 到期日期 | 预期年化 | 投资收益 | 是否 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 号 | | | | | （万元） | | | 收益率 | （万元） | 赎回 | | | 兴业银行股份有 | 包头天和磁材 科技股份有限 | | 保本浮动收 | | | | | | | | 1 | 限公司 | 公司 17 | 天封闭 | 益型 | 10,000.00 | 2026/1/5 | 2026/1/22 | 1.00%-1.74% | 8.10 | 是 | | | | 式产品 | | | | | | | | | | | | 包头天和磁材 | | | | | | | | | | 2 | 兴业银行股份有 | 科技股份有限 | | 保本浮动收 | 1,000.00 | 2026/1/5 | 2026/1/22 | 1.00%-1.73% | 0.81 | 是 | | | 限公司 | 公司 17 天封闭 | | 益型 | | | | | ...

1月21日，天和磁材涨0.99%，成交额1.66亿元。两融数据显示，当日天和磁材获融资买入额1253.31万 元，融资偿还980.64万元，融资净买入272.67万元。截至1月21日，天和磁材融资融券余额合计1.88亿 元。 机构持仓方面，截止2025年9月30日，天和磁材十大流通股东中，嘉实中证稀土产业ETF（516150）位 居第一大流通股东，持股85.05万股，相比上期增加44.68万股。南方中证1000ETF（512100）位居第二 大流通股东，持股72.33万股，相比上期减少1.19万股。华夏中证1000ETF（159845）位居第四大流通股 东，持股43.10万股，相比上期增加1626.00股。稀土ETF（516780）位居第五大流通股东，持股36.53万 股，相比上期增加17.97万股。广发中证1000ETF（560010）位居第七大流通股东，持股33.21万股，相 比上期减少1.59万股。 融资方面，天和磁材当日融资买入1253.31万元。当前融资余额1.88亿元，占流通市值的3.41%，融资余 额低于近一年30%分位水平，处于低位。 责任编辑：小浪快报 资料显示，包头天和磁材科技股份有限公司 ...

1月20日，天和磁材大宗交易成交30万股，成交额1290.9万元，占当日总成交额的6.18%，成交价43.03元，较市场收盘价43.27元折价0.55%。 | 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量(*) 买入营业部 | | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | --- | | 2026-01-20 | 天和磁材 | 603072 | 43.03 1290.9 30 | 机构专用 | 民生证券股份有限 公司北京第一分公 | | ...

1月19日，天和磁材大宗交易成交55万股，成交额2391.45万元，占当日总成交额的11.18%，成交均价 43.48元，较市场收盘价43.73元折价0.57%，其中最高成交价43.49元，最低成交价43.47元。 | 交易日期 | 证券調移 | 证券代码 | | | 成交价(元) 成交金额(万元) 成交量( *) 买入营业部 | | 类出管业部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2026-01-19 | 天和磁材 | 603072 | 43.49 | 1304.7 | 30 | 机构专用 | 丛筒菲索帽兰男婴 | 客 | | 2026-01-19 | 天和磁材 | 603072 | 43.47 | 1086.75 | 25 | 机构专用 | SPECIAL CO | Ka | ...

Summary of Key Points Core Viewpoint - On January 16, Tianhe Magnetic Materials executed a block trade of 550,000 shares, amounting to 23.783 million yuan, which represented 12.62% of the total trading volume for the day. The average transaction price was 43.24 yuan, reflecting a discount of 0.64% compared to the market closing price of 43.52 yuan [1]. Group 1: Trading Details - The block trade on January 16 involved a transaction price of 43.22 yuan, with a total transaction amount of 10.805 million yuan and a volume of 25,000 shares, executed by an institutional buyer [2]. - Another transaction on the same day had a price of 43.26 yuan, with a total amount of 12.978 million yuan and a volume of 30,000 shares, also executed by an institutional buyer [2].

Group 1 - Tianhe Magnetic Materials experienced a stock increase of 0.65%, closing at 43.40 yuan on January 15 [1] - Two block trades occurred, with a total trading volume of 507,200 shares and a total transaction value of 21.83 million yuan [1] - The first transaction was at a price of 43.06 yuan for 300,000 shares, totaling 12.92 million yuan, with a premium rate of -0.78% [1] - The second transaction was at a price of 43.02 yuan for 207,200 shares, totaling 8.91 million yuan, with a premium rate of -0.88% [1] Group 2 - In the last three months, the stock has recorded a total of 9 block trades, with a cumulative transaction value of 85.74 million yuan [1] - Over the past five trading days, the stock has increased by 2.12%, while the net outflow of main funds totaled 21.84 million yuan [1]