Core Insights - Tianhe Magnetic Materials experienced a stock price increase of 5.72%, reaching 50.81 CNY per share, with a trading volume of 148 million CNY and a turnover rate of 4.54%, resulting in a total market capitalization of 13.428 billion CNY [1] Company Overview - Tianhe Magnetic Materials Technology Co., Ltd. is located in Baotou Rare Earth High-tech Zone, Inner Mongolia, established on May 22, 2008, and listed on January 3, 2025 [1] - The company's main business involves the research, production, and sales of high-performance rare earth permanent magnetic materials, including sintered NdFeB and sintered SmCo [1] - Revenue composition includes: Sintered NdFeB 46.99%, Sintered NdFeB: Finished products 36.59%, Sintered NdFeB: Blanks 10.39%, Others 5.02%, Sintered SmCo 0.51%, Sintered SmCo: Blanks 0.27%, Sintered SmCo: Finished products 0.23% [1] Shareholder Insights - Huatai Bairui Fund has a position among the top ten circulating shareholders of Tianhe Magnetic Materials, with the Rare Earth ETF (516780) newly entering the top ten in the second quarter, holding 185,600 shares, accounting for 0.29% of circulating shares [2] - The estimated floating profit for the Rare Earth ETF today is approximately 510,400 CNY [2] - The Rare Earth ETF was established on February 26, 2021, with a current scale of 1.119 billion CNY, achieving a year-to-date return of 74.9%, ranking 46 out of 4,219 in its category; over the past year, it has returned 94.89%, ranking 5 out of 3,866 [2]

Group 1 - Xuedilong plans to invest no more than 400 million yuan to build an innovation industrial base in Changping District, Beijing, focusing on chromatography and mass spectrometry production lines [1] - The project aims to enhance research and production capabilities in carbon monitoring and measurement systems [1] Group 2 - Zejing Pharmaceutical's tri-specific antibody drug ZGGS34 has received clinical trial approval from the National Medical Products Administration for treating MUC17 positive advanced solid tumors [2] - The drug shows strong anti-tumor activity and good safety in preclinical studies [2] Group 3 - Aosaikang's new cMET inhibitor ASK202 will present clinical research data at the 2025 ESMO annual meeting, showing an objective response rate of 68.8% and a disease control rate of 93.8% in advanced non-small cell lung cancer patients [2][3] Group 4 - China Life expects a net profit of 156.785 billion to 177.689 billion yuan for the first three quarters of 2025, representing a year-on-year increase of 50% to 70% [4] Group 5 - Silan Microelectronics plans to jointly invest 5.1 billion yuan to build a 12-inch high-end analog chip production line, with a total project investment of 20 billion yuan [5][6] Group 6 - New City intends to use 156.65 million yuan of remaining fundraising to invest in a "Building Green Energy and Zero Carbon Park" project, with a total investment of 257 million yuan [8] Group 7 - Yidao Information plans to acquire control of Guangzhou Langguo Electronic Technology and Shenzhen Chengwei Information through a combination of share issuance and cash payment [9] Group 8 - Xiling Information's controlling shareholder has received a notice of lifting restrictions, allowing normal business operations to resume [10] Group 9 - Dongpeng Holdings' first batch of rock slab products has passed the highest level 5A quality inspection, becoming one of the first companies to meet the new national standard [11] Group 10 - Aonlikang's levofloxacin tablets have received approval from the National Medical Products Administration, classified as a chemical drug of category 4 [15] Group 11 - Haizheng Pharmaceutical's Taizhou factory has had its GMP non-compliance declaration revoked by the EU, confirming compliance with EU GMP requirements [17][18] Group 12 - Hongfuhan's shareholder plans to reduce its stake by up to 1.5% through various trading methods due to asset integration and funding needs [19] Group 13 - Purang Co. plans to establish a wholly-owned subsidiary in Hong Kong to enhance its international competitiveness and service levels [20] Group 14 - Tianhe Magnetic Materials' subsidiary has signed an investment agreement for a project worth 850 million yuan focused on high-performance rare earth permanent magnets [22] Group 15 - Xiangfenghua reported a 64.64% year-on-year decline in net profit for the first three quarters, despite an 8.16% increase in revenue [23] Group 16 - Darui Electronics reported a 26.84% year-on-year increase in net profit for the first three quarters, with total revenue growing by 28.59% [24] Group 17 - Xiangsheng Medical reported a 4.56% year-on-year decline in net profit for the first three quarters, despite a 41.95% increase in net profit for the third quarter [25]

10月19日晚间，天和磁材（603072）披露公告称，公司全资子公司包头天和新材料科技有限公司，拟以自有资 金及/或自筹资金在包头市投资建设"高性能稀土永磁及组件、装备制造与研发项目"，项目总投资预计8.5亿 元。 天和磁材表示，项目建成投产后，有助于扩大公司业务规模，进一步增强公司的整体盈利能力，提高市场竞争 能力和抗风险能力，符合公司的长远规划和战略布局，对公司目前的生产经营不构成重大影响，不存在损害上 市公司及股东利益的情形。 公告显示，该项目计划分两期建设完成，其中一期项目拟投资2.1亿元，一期项目建成达产后，根据市场情况 开展二期项目建设。项目建设期18个月，从2026年3月起至2027年8月。本次对外投资事项不构成关联交易，亦 不构成《上市公司重大资产重组管理办法》规定的公司重大资产重组事项。 同日，天和磁材还公告，公司在中国银行股份有限公司包头市开发区支行的银行账户资金被冻结，合计冻结金 额为712.36万元。占公司最近一期经审计净资产的 0.35%，涉及金额较小， 不会对公司募集资金使用造成重大 影响。 冻结原因为建设工程施工合同纠纷，不会对公司募集资金使用、生产经营及募集资金投资项目产生重大 ...

Group 1 - The company has announced that part of its fundraising account has been frozen due to a property preservation application related to a construction contract dispute with Shanxi Erjian Group Co., Ltd [1][2] - The amount frozen is 7.1236 million yuan, which accounts for 0.35% of the company's latest audited net assets, indicating that the impact on the company's operations and fundraising projects is minimal [2][3] Group 2 - The company's wholly-owned subsidiary, Baotou Tianhe New Materials Technology Co., Ltd., has signed an investment agreement with the Baotou Rare Earth High-tech Industrial Development Zone Management Committee for a high-performance rare earth permanent magnet and component manufacturing and R&D project [4][6] - The total investment for the project is estimated at 85 million yuan, with the first phase requiring an investment of 21 million yuan, and the project is expected to be completed within 18 months [6][8] - The project aligns with national industrial policies and is expected to enhance the company's business scale and overall profitability, contributing positively to its long-term strategic goals [10]

Core Viewpoint - Tianhe Magnetic Materials (603072) announced plans to invest in a high-performance rare earth permanent magnet and component manufacturing and R&D project in Baotou City, with a total investment of approximately 850 million yuan [1] Investment Details - The project will be funded through the company's own funds and/or self-raised funds [1] - The investment will be executed in two phases, with the first phase requiring an investment of 210 million yuan [1] - The second phase will commence based on market conditions after the first phase reaches production capacity [1] Business Impact - The completion and production of the project are expected to help expand the company's business scale [1] - The project aims to further enhance the overall profitability of the company [1]

Core Viewpoint - Tianhe Magnetic Materials (603072) announced plans to invest approximately 850 million yuan in a high-performance rare earth permanent magnet and component manufacturing and R&D project in Baotou City, which is expected to enhance the company's business scale and overall profitability [1] Investment Details - The project will be constructed in two phases, with the first phase requiring an investment of 210 million yuan. The second phase will commence based on market conditions after the first phase reaches production capacity [1] - The investment will be funded through the company's own and/or self-raised funds, and it does not constitute a related party transaction or a major asset restructuring as per the regulations [1] Strategic Implications - Upon completion, the project is anticipated to strengthen the company's market competitiveness and risk resistance, aligning with its long-term planning and strategic layout [1] - The company stated that this investment will not significantly impact its current production and operations, nor will it harm the interests of the listed company and its shareholders [1]

Core Viewpoint - The company is investing 850 million yuan in a high-performance rare earth permanent magnet project in Baotou, which aligns with national policies to develop rare earth bases and aims to enhance production capacity and profitability [1][2]. Group 1: Investment Agreement - The company’s wholly-owned subsidiary, Baotou Tianhe New Materials Technology Co., Ltd., signed an investment agreement with the Baotou High-tech Industrial Development Zone Management Committee [1]. - The total investment for the project is expected to be 850 million yuan, with the first phase requiring 210 million yuan [1]. - The project will be completed in two phases, with the first phase scheduled to be operational by March 2026 and the second phase contingent on market conditions [1]. Group 2: Project Details - The project will involve the construction of facilities for high-performance rare earth permanent magnets, including manufacturing plants, supporting infrastructure, and a research and development center [1]. - The construction area for the project is approximately 67 acres, with land provided by the management committee based on the project scale [1]. Group 3: Company Background - The company specializes in the research, production, and sales of high-performance rare earth permanent magnet materials, primarily sintered NdFeB magnets [2]. - The company has established a wholly-owned subsidiary, Baotou Tianhe, with a registered capital of 10 million yuan, to enhance its operational capabilities [2]. - In June, the company increased the capital of Baotou Tianhe by 90 million yuan to strengthen its financial and operational capacity [2].

Core Viewpoint - Tianhe Magnetic Materials announced that its bank account at Bank of China, Baotou Development Zone Branch, has been frozen with a total amount of 7.1236 million yuan due to a construction contract dispute. The company stated that this will not have a significant adverse impact on its fundraising, production operations, or investment projects [1] Group 1 - The total amount frozen in the bank account is 7.1236 million yuan [1] - The reason for the account freeze is a construction contract dispute [1] - The company asserts that the freeze will not significantly affect its fundraising or operational activities [1]

证券代码：603072 证券简称：天和磁材 公告编号：2025-088 包头天和磁材科技股份有限公司 关于公司全资子公司签署投资协议的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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法律责任。 重要内容提示： 包头天和磁材科技股份有限公司（以下简称"公司"）全资子公司包头天 和新材料科技有限公司近日与包头稀土高新技术产业开发区管理委员会签署了 《关于高性能稀土永磁及组件、装备制造与研发项目（一期）的投资协议》。 已履行的审议程序：公司于 2025 年 10 月 9 日召开第三届董事会审计委 员会第五次会议及第三届董事会第五次会议，分别审议通过了《关于公司全资子 公司对外投资的议案》。本次交易未达到股东会审议标准。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《关于公司 全资子公司对外投资的公告》（公告编号 2025-082）。 相关风险提示：上述协议涉及的项目目前处于筹建阶段，尚需履行部分 审批手续，能否顺利实施存在一定的不确定性。在项目实施的过程中，若宏观经 济环境、市场态势、产业政 ...

二、本次部分募集资金被冻结的原因 经公司初步了解，本次公司上述银行账户被冻结系申请人山西二建集团有限 公司与公司因建设工程施工合同纠纷，向包头稀土高新技术产业开发区人民法院 提出财产保全申请而实施的资金冻结。 三、本次部分募集资金被冻结对公司的影响 截至本公告披露日，公司业务开展和现金周转情况良好，本次被冻结的募集 资金金额为 712.36 万元，占公司最近一期经审计净资产的 0.35%，涉及金额较小， 不会对公司募集资金使用造成重大影响。所涉募集资金账户仅用于募集资金的存 放及支取，不属于公司主要经营账户，对公司生产经营不会造成重大影响，亦不 会对公司募集资金投资项目产生重大不利影响。 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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法律责任。 一、本次部分募集资金被冻结的情况 包头天和磁材科技股份有限公司（以下简称"公司"）通过银行系统查询获 悉，公司为募集资金投资项目开设的募集资金账户的部分资金被冻结。截至本公 告披露日，被冻结账户的基本情况如下： | 单位名称 | 开户银行 | 冻结金额 银行账号 | | | --- | --- ...