Group 1 - The core point of the news is that Tianhe Magnetic Materials conducted a block trade on January 26, with a total of 370,000 shares traded, amounting to 16.3651 million yuan, which represents 5.56% of the total trading volume for that day [1][2] - The transaction price was 44.23 yuan per share, which is a discount of 0.52% compared to the market closing price of 44.46 yuan [1][2] - The buying party for the transaction was an institutional investor, while the selling party was Minsheng Securities Co., Ltd., Beijing First Branch [2]

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 | | | | | ...

Core Viewpoint - Tianhe Magnetic Materials has shown a mixed financial performance with a decrease in revenue but an increase in net profit, indicating potential resilience in profitability despite revenue challenges [2]. Group 1: 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% [2]. - The net profit attributable to shareholders for the same period was 120 million yuan, reflecting a year-on-year growth of 12.46% [2]. - Cumulative cash dividends since the company's A-share listing amount to 39.64 million yuan [3]. Group 2: Shareholder and Market Activity - The number of shareholders decreased to 39,700, down 27.77% from the previous period, while the average circulating shares per person increased by 41.29% to 1,662 shares [2]. - As of January 21, 2025, the financing balance for Tianhe Magnetic Materials was 188 million yuan, accounting for 3.41% of the circulating market value, which is below the 30th percentile level over the past year [1]. - The top 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].

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]

Group 1 - The core point of the news is that Tianhe Magnetic Materials conducted a block trade on January 15, with a total of 507,200 shares traded, amounting to 21.83 million yuan, which accounted for 12.26% of the total trading volume for that day [1] - The average transaction price was 43.04 yuan, which is a discount of 0.82% compared to the market closing price of 43.4 yuan [1] - The highest transaction price during the block trade was 43.06 yuan, while the lowest was 43.02 yuan [1] Group 2 - On the same date, the trading details indicate that the transaction price was 43.06 yuan for a volume of 30, with a transaction amount of 1.2918 million yuan [2] - Another transaction on the same date recorded a price of 43.02 yuan for a volume of 20.72, resulting in a transaction amount of 891.37 thousand yuan [2]

Group 1 - The stock of Tianhe Magnetic Materials increased by 0.26%, closing at 43.12 yuan, with a significant block trade of 300,000 shares amounting to 12.819 million yuan on January 14 [1] - The first transaction price was 42.73 yuan for 300,000 shares, with a transaction amount of 12.819 million yuan and a premium rate of -0.90%, where the buyer was an institutional investor and the seller was Minsheng Securities Co., Ltd. Beijing First Branch [1] - Over the past three months, the stock has recorded a total of 7 block trades with a cumulative transaction amount of 63.907 million yuan [1] Group 2 - In the last five trading days, the stock has seen a cumulative increase of 0.23%, while the net outflow of main funds totaled 39.6142 million yuan [1]