每经AI快讯，有投资者在投资者互动平台提问：尊敬的董秘您好，请基于公司已公开可披露信息，逐 项详细答复以下问题，请勿笼统表述：1.公司稀土永磁业务的现有产能、产能利用率及未来扩产规划； 2.公司在稀土永磁行业的市场地位、核心产品及技术优势；3.稀土永磁产品的主要下游应用领域、核心 合作客户；4.该业务当前的营收规模与毛利率水平。恳请逐项清晰回复，谢谢。 安泰科技（000969.SZ）2月27日在投资者互动平台表示，您好！1）公司目前稀土永磁材料产能为1.2万 吨。2025年实际产量情况请以2026年3月31日公布的《2025年度报告》为准；公司扩产计划请以公告为 准。2）公司是全球高端稀土钕铁硼永磁材料及制品的头部供应商，同时也是中国稀土行业协会磁性材 料分会副会长单位，公司钕铁硼永磁材料产业化技术处于国际先进水平，在"铈磁体开发"、"钕铁硼磁 体无压烧结产业化制备技术"等关键领域均取得突破，并入选工信部"智能制造标杆工厂"。目前，公司 围绕上游稀土资源和下游用户市场实施产业布局，形成京、鲁、蒙、苏、粤五地彼此协同、相互支撑、 纵深发展的市场竞争优势。3）公司稀土永磁产业目前主要聚焦汽车领域、节能电机领域、高 ...

格隆汇2月27日丨安泰科技(000969.SZ)在互动平台表示，1）公司目前稀土永磁材料产能为1.2 万吨。 2025年实际产量情况请以2026年3月31日公布的《2025年度报告》为准；公司扩产计划请以公告为准。 2）公司是全球高端稀土钕铁硼永磁材料及制品的头部供应商，同时也是中国稀土行业协会磁性材料分 会副会长单位，公司钕铁硼永磁材料产业化技术处于国际先进水平，在"铈磁体开发"、"钕铁硼磁体无 压烧结产业化制备技术"等关键领域均取得突破，并入选工信部"智能制造标杆工厂"。目前，公司围绕 上游稀土资源和下游用户市场实施产业布局，形成京、鲁、蒙、苏、粤五地彼此协同、相互支撑、纵深 发展的市场竞争优势。3）公司稀土永磁产业目前主要聚焦汽车领域、节能电机领域、高端消费电子领 域。 ...

格隆汇2月27日丨安泰科技(000969.SZ)在互动平台表示，公司产品目前暂未涉及超导材料领域。 ...

Core Viewpoint - The tungsten sector is experiencing a strong upward trend, with several companies in the industry seeing significant stock price increases, particularly Zhangyuan Tungsten, which has reached its daily limit up [1] Group 1: Company Performance - Zhangyuan Tungsten has hit the daily limit up, indicating strong investor interest and confidence in the company's performance [1] - Other companies in the tungsten sector, including Xianglu Tungsten, Zhongtung High-tech, Western Materials, Xiamen Tungsten, Antai Technology, and Luoyang Molybdenum, have also seen their stock prices rise in response to the overall market trend [1]

Core Viewpoint - The articles highlight the strong performance and growth potential of various companies in the tungsten industry, driven by rising tungsten prices and increasing demand across multiple sectors such as aerospace, military, and renewable energy. Company Summaries - **China Tungsten High-Tech (000657)**: A leading player in the tungsten industry with a complete value chain from mining to manufacturing, benefiting from high self-sufficiency and significant profit elasticity due to rising tungsten prices. The company is positioned well in high-end manufacturing and military applications [1]. - **Xiamen Tungsten (600549)**: A comprehensive new materials leader with a strong presence in tungsten, rare earths, and lithium battery materials. The company is a major APT producer and benefits from dual market demand in tungsten and rare earths, with a clear long-term growth trajectory [2]. - **Zhangyuan Tungsten (002378)**: A private sector leader in the tungsten industry with a complete production system and high resource self-sufficiency. The company is well-positioned in high-end tungsten markets and is expected to see steady profit growth due to rising demand and supply constraints [3]. - **Xianglu Tungsten (002842)**: Focused on deep processing of tungsten, the company has a strong customer base and benefits from rising processing fees alongside tungsten prices. Future growth is expected through technological upgrades and high utilization rates [4]. - **Luoyang Molybdenum (603993)**: A global mining leader with significant tungsten operations, benefiting from high-quality overseas resources and a diversified metal portfolio. The company is expected to see profit growth as tungsten supply-demand dynamics improve [5]. - **Guangsheng Nonferrous Metals (600259)**: A state-owned enterprise with a focus on tungsten and rare earths, benefiting from dual price increases and strong resource integration capabilities. Future growth is anticipated through expanding resource reserves and high-end applications [6][7]. - **Hunan Gold (002155)**: A key mining platform in Hunan with a stable tungsten production and high resource self-sufficiency. The company benefits from rising prices across multiple metals, providing a unique advantage in the small metals sector [8]. - **Antai Technology (000969)**: A leader in high-end refractory metals, focusing on high-value tungsten products for semiconductor and aerospace applications. The company is expected to grow through increased domestic demand and technological advancements [9]. - **Jinmo Co., Ltd. (601958)**: A leading player in the molybdenum industry with significant tungsten operations, benefiting from low-cost resources and a complete production chain. The company is expected to see profit elasticity as tungsten prices rise [10]. - **Dongfang Tantalum (000962)**: A leader in rare metals with a strong tungsten processing capability, benefiting from stable demand in military and aerospace sectors. Future growth is expected from increasing domestic production of high-end tungsten products [11]. - **Xingye Mining (000426)**: A multi-metal mining company with significant tungsten resources, benefiting from price increases and a diversified portfolio that mitigates risks [12]. - **Zhuye Group (600961)**: A veteran in non-ferrous metal smelting with advantages in tungsten recycling and processing. The company is expected to see profit improvements through expanded processing capacity and technological upgrades [13]. - **Zhongkuang Resources (002738)**: A leader in lithium and rare metals with stable tungsten production, benefiting from price increases and a diversified business model [14]. - **Shengxin Lithium Energy (002240)**: A lithium leader with significant tungsten resources, providing stable profits and enhancing resilience against market fluctuations [15]. - **Huayou Cobalt (603799)**: A global leader in cobalt and lithium materials, with a strong tungsten business that supports overall profitability through market synergies [16]. - **Hanrui Cobalt (300618)**: Focused on cobalt and tungsten processing, benefiting from rising demand in high-end manufacturing and renewable energy sectors [17]. - **Xiamen Xinda (000701)**: Engaged in tungsten product trading and supply chain services, benefiting from price increases and a mature supply chain system [18]. - **Aluminum Corporation of China (601600)**: A leader in the non-ferrous sector with a focus on tungsten resource development, benefiting from market dynamics and resource value reassessment [19]. - **Tin Industry Co., Ltd. (000960)**: A global leader in tin with a strong tungsten portfolio, benefiting from price increases and a comprehensive multi-metal strategy [20]. - **Nanshan Aluminum (600219)**: A leading aluminum processor with a focus on tungsten-related materials, expected to grow through high-end manufacturing demand [21].

Core Viewpoint - Antai Technology (000969) focuses on the application of amorphous and nanocrystalline strip materials in various sectors, particularly in power distribution transformers and high-frequency power electronics [1] Group 1: Product Applications - The company's amorphous strip materials are primarily used in power distribution transformers, including three-dimensional core transformers, applicable in high-voltage transmission and distribution fields as well as rail transportation [1] - Nanocrystalline strip materials are designed for high-frequency power electronic scenarios, such as onboard chargers (OBC) for electric vehicles, DC-DC converters, and filters in inverters [1] Group 2: Industry Trends - The nanocrystalline strip materials are suitable for high-frequency applications above 10 kHz, featuring high saturation magnetism and low loss characteristics, aligning with the trend towards higher frequency and efficiency in photovoltaic inverters [1] - These materials have been widely adopted in the photovoltaic industry and play a crucial role in the magnetic components of photovoltaic inverters, marking a key focus area for the company's investments in the renewable energy sector [1]

Group 1 - The company, Antai Technology (000969), has indicated that it will provide insights into its future development outlook and 2026 operational plans [1] - Investors are advised to pay attention to the company's 2025 Annual Report, which is scheduled for release on March 31, 2026 [1]

Investment Rating - The report maintains a "Positive" outlook on the power equipment and new energy industry [6] Core Viewpoints - The "14th Five-Year Plan" period saw slower-than-expected carbon reduction, prompting high-energy-consuming industries to accelerate carbon reduction commercialization during the "15th Five-Year Plan" period, leading to a growth inflection point for green fuels [3][8] - The demand for energy storage is expected to grow significantly, with a forecasted 50% increase in energy storage installations by 2025, driven by the rapid growth of new energy [3][19] - The offshore wind power, perovskite, and space photovoltaic sectors are anticipated to exhibit high growth potential during the "15th Five-Year Plan" period [3][8] Summary by Sections 1. Wind and Solar Power Entering Maturity with High Growth in Sub-markets - The demand for new energy installations in China is expected to remain robust, with a target of 360 million kilowatts of wind and solar power capacity by 2035 [12] - The average annual installation space for wind and solar power is projected to exceed 400 GW from 2026 to 2035 [12][13] 2. Energy Storage and Nuclear Power with Stable Supply Attributes - By the end of 2025, China's energy storage installations are expected to reach 66.43 GW, with a year-on-year growth of 52% [19] - The construction speed of nuclear power is expected to accelerate, with a target of 70 million kilowatts of operational capacity by 2025 [21] 3. Carbon Reduction Goals and the Emergence of Green Fuels - The actual carbon reduction progress during the "14th Five-Year Plan" is expected to fall short of the target, necessitating increased efforts in the "15th Five-Year Plan" [26] - Policies are encouraging the integration of green electricity with hydrogen, ammonia, and zero-carbon parks [29] 4. New Photovoltaic Technologies and Nuclear Fusion - Perovskite technology is expected to achieve mass production during the "15th Five-Year Plan" period, with efficiency improvements anticipated [32] - The BEST project aims for completion by 2027, with significant investment expected in nuclear fusion technology [34]

Core Viewpoint - The announcement details the bankruptcy liquidation of Beijing Hongfuyuan Technology Co., Ltd., a subsidiary in which the company holds a 40% stake, and confirms that this will not impact the company's financial status or operations [3][6]. Group 1: Company Overview - Company: Antai Technology Co., Ltd. (安泰科技股份有限公司) [2] - Subsidiary: Beijing Hongfuyuan Technology Co., Ltd. (北京宏福源科技有限公司) [2] - Ownership: The company holds a 40% stake in Hongfuyuan, while Zhuhai Jinfenghang Power Technology Co., Ltd. holds the remaining 60% [2]. Group 2: Bankruptcy Liquidation Details - Hongfuyuan has been inactive since 2016, with its business license revoked in December 2018 [2]. - The company initiated the liquidation process in December 2020, seeking to prevent further risks associated with the subsidiary [2]. - On August 17, 2023, the court accepted the bankruptcy liquidation application for Hongfuyuan's wholly-owned subsidiary, He Rui Technology [3]. - The court has now concluded the bankruptcy liquidation process for Hongfuyuan and its subsidiary [3]. Group 3: Financial Impact - The company had already made a full impairment provision for its investment in Hongfuyuan in November 2014, indicating that the liquidation will not affect its financial results or harm the interests of shareholders, particularly minority shareholders [6].

证券代码：000969 证券简称：安泰科技 公告编号：2026-003 关于参股公司北京宏福源科技有限公司收到法院破产清算 裁定的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假记载、误 导性陈述或重大遗漏。 释义： 除非另有说明，以下简称在本公告中含义如下： 安泰科技、公司、本公司：安泰科技股份有限公司 宏福源：北京宏福源科技有限公司（公司参股子公司，持有其 40%股份） 金峰航：珠海金峰航电源科技有限公司（持有宏福源 60%的股份） 和瑞科技：北京和瑞福源科技有限公司（宏福源 100%全资子公司） 一、基本情况概述 公司参股子公司宏福源自 2016 年以来一直处于停产停业状态，已无实际经 营活动，且营业执照于 2018 年 12 月被吊销，为进一步加强参股公司管理，防止 风险加剧，公司于 2020 年 12 月 30 日召开第七届董事会第十一次临时会议审议 通过《关于参股公司北京宏福源科技有限公司清算注销的议案》，同意公司以股 东的身份向法院申请强制清算注销。详细内容请见公司于 2020 年 12 月 31 日在 巨潮资讯网发布的《安泰科技股份有限公司关于对参股公司北京宏福源科技有 ...