人民财讯10月23日电，横店东磁（002056）10月23日在互动平台表示，公司作为铁氧体磁性材料的龙头 企业，在技术、规模和客户上均有很强的优势，已成为众多全球500强企业和行业领先企业的战略合作 伙伴，高端软磁材料已向部分国内外头部的SST客户进行配套。 ...

证券之星消息，10月23日光伏设备板块较上一交易日上涨1.07%，德业股份领涨。当日上证指数报收于 3922.41，上涨0.22%。深证成指报收于13025.45，上涨0.22%。光伏设备板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300274 阳光电源 | | 4.47 Z | 5.22% | -1.83 Z | -2.14% | -2.64亿 | -3.08% | | 601012 隆基绿能 | | 1.64亿 | 4.99% | -9067.63万 | -2.77% | -7286.19万 | -2.23% | | 002056 横店东磁 | | 9651.67万 | 10.50% | 2546.63万 | 2.77% | -1.22 乙 | -13.26% | | 300080 | 易成新能 | 7342.60万 | 12.25% | 1189.99万 | 1.99% | -8532 ...

Robotics - Dongfang Electric Heat has sent samples of electronic skin to leading robotics companies [1] - Hongjing Optoelectronics has initiated research and development on humanoid robots and has sent samples [1] - Baolong Technology plans to gradually invest resources to expand its business in the robotics field [1] Deep Earth Economy - Boying Special Welding's anti-corrosion and anti-wear welding technology can be applied to oil pipelines in deep earth oil and gas transportation [1] - Baotailong's coal and graphite resources are currently not classified under the "deep earth economy" category [1] Consumer Electronics - Longli Technology's LIPO technology products have achieved mass production in projects such as wristbands and mobile phones [1] Charging and Swapping - Green Energy Smart Charging has technical and business cooperation with CATL in the charging and swapping business [1] - Dazhong Transportation has not yet engaged in the charging and swapping business [1] Other Developments - Huagong Technology has seen bulk shipments of 400G/800G optical modules from overseas equipment and channel vendors [1] - Lingyi Zhi Zao has made bulk shipments of cooling modules for international clients such as AMD [1] - Farah Electronics' capacitors are used in ultra-high voltage transmission and transformation applications [1] - Huate Gas has supplied a small quantity of electronic specialty gases to Xinkai, with a minor business proportion [1] - Benchuan Intelligent's high-end PCB products have achieved small batch applications in CPO-related projects [1] - Fangda Special Steel has not yet collaborated with Huawei on "digital twin" projects related to blast furnaces [1] - Hengdian East Magnetic focuses its energy storage business on household storage, with a small portion of shipments in the European market [1] - Siwei Tuxin and Jianzhizhi Robot have collectively secured 5.85 million sets of intelligent driving solutions from 2024 to the first half of 2025 [1] - iFlytek maintains a good cooperation with Moore Threads in the field of artificial intelligence [1]

格隆汇10月21日丨横店东磁(002056.SZ)在投资者互动平台表示，台达是公司软磁重要客户。 ...

有分析表示，反内卷不断加码下光伏产业链价格有明显回升，其中今年以来硅料价格回升达到30%以 上，效果显著。当前临近年底，政策加码预期再起，叠加季节性减产，行业供给侧收缩有望快于预期， 关注盈利修复带来的投资机会。 中证光伏产业指数聚焦光伏全产业链的龙头公司，选取50只业务涉及光伏产业链上下游的股票作为指数 样本，能够较为全面地反映光伏产业的整体表现。指数成份股覆盖硅料、硅片、电池片、组件、逆变 器、支架等环节，纯度较高，有望深度受益于此次"反内卷"主题。 光伏、锂电池板块早盘走强，截至10:55，中证光伏产业指数上涨1.6%，成份股中，特变电工、晶盛机 电涨超5%，横店东磁、阳光电源涨超3%。 光伏行业近期迎来双重利好。供给侧，受近期会议及枯水期电价影响，多晶硅西南地区基地开始减产， 预计10月底至11月初完全停产，涉及产能约32万吨/年；政策面，相关主管部门或将于近日发布加强光 伏产能调控的文件，拟对产能开工率进一步加强限制并严禁新增产能，以推动产能供需平衡。 每日经济新闻 光伏ETF易方达（562970） 紧密跟踪中证光伏产业指数，可助力投资者把握"反内卷"背景下盈利预期修 复机遇。 ...

Investment Rating - The report maintains an investment rating of "Synchronize with the market - A" for the power equipment and new energy industry [1]. Core Viewpoints - The report highlights the stable pricing in the photovoltaic industry chain and the recent developments in robotics, indicating a positive outlook for the sector [1][3]. - The National Energy Administration reported 8,658 new renewable energy projects in August 2025, with a significant focus on photovoltaic projects [4]. - The National Development and Reform Commission is addressing price disorder in the market, which may impact pricing strategies in the industry [5]. Summary by Relevant Sections Preferred Stocks - The report lists several preferred stocks with ratings, including: - Aishuo Co., Ltd. (600732.SH) - Buy-B - Longi Green Energy (601012.SH) - Buy-B - Daqian Energy (688303.SH) - Buy-B - Fulete (601865.SH) - Buy-A - Hengdian East Magnet (002056.SZ) - Buy-A - Sunshine Power (300274.SZ) - Buy-A - Deye Co., Ltd. (605117.SH) - Buy-A - Langxin Group (300682.SZ) - Buy-B - Quartz Co., Ltd. (603688.SH) - Buy-A - Bowei Alloy (601137.SH) - Buy-A [2]. Price Tracking - The report provides insights into the pricing trends of various components in the photovoltaic supply chain: - The average price of dense polysilicon is 51.0 CNY/kg, remaining stable [6]. - The average price of 182-183.75mm N-type silicon wafers is 1.35 CNY/piece, also stable [7]. - The average price of 182-183.75mm N-type battery cells is 0.32 CNY/W, maintaining stability [7]. - The average price of 182*182-210mm TOPCon double-glass modules is 0.693 CNY/W, remaining unchanged [8]. Investment Recommendations - The report recommends focusing on companies in various segments: - BC new technology direction: Aishuo Co., Ltd., Longi Green Energy - Supply-side direction: Daqian Energy, Fulete - Overseas layout direction: Bowei Alloy, Hengdian East Magnet - Light storage direction: Sunshine Power, Deye Co., Ltd. - Power marketization direction: Langxin Group - Domestic substitution direction: Quartz Co., Ltd. [9].

截至6月30日，横店东磁股东户数8.69万，较上期增加19.51%；人均流通股18690股，较上期减少 16.33%。2025年1月-6月，横店东磁实现营业收入119.36亿元，同比增长24.76%；归母净利润10.20亿 元，同比增长59.67%。 机构持仓方面，截止2025年6月30日，横店东磁十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股4944.92万股，相比上期减少124.71万股。南方中证500ETF（510500）位居第六大流通股 东，持股1203.41万股，相比上期增加171.10万股。广发高端制造股票A（004997）位居第八大流通股 东，持股1132.01万股，相比上期减少1756.56万股。光伏ETF（515790）位居第九大流通股东，持股 948.12万股，相比上期减少3.98万股。易方达环保主题混合A（001856）、广发兴诚混合A（011121）退 出十大流通股东之列。 横店东磁今年以来股价涨68.68%，近5个交易日跌4.66%，近20日涨14.06%，近60日涨33.28%。 今年以来横店东磁已经1次登上龙虎榜，最近一次登上龙虎榜为3月12日，当日龙虎榜净买入1 ...

Core Viewpoint - The article discusses China's strict export controls on rare earth elements, which are crucial for the semiconductor and military industries, highlighting the strategic implications for global supply chains and the competitive landscape between China and the U.S. [2][4][17] Semiconductor Industry - The semiconductor industry is heavily reliant on rare earth elements, with every item on the control list corresponding to critical processes, achieving 100% coverage [6][12]. - Key applications include chemical mechanical polishing (CMP) using high-purity cerium oxide, essential for achieving atomic-level flatness in wafers, with significant implications for chip yield [12][6]. - The EUV lithography machines, vital for advanced chip manufacturing, depend entirely on controlled rare earth materials, with no substitutes available [9][10]. Military Applications - Rare earth elements are termed "war metals" in defense, with 87% of U.S. weapon systems relying on these materials, which lack mature alternatives [17][18]. - The F-35 fighter jet requires 417 kg of rare earth materials, with critical components sourced from China, indicating a significant vulnerability in U.S. military capabilities [19][22]. - The Virginia-class submarines and missile systems also depend on rare earth materials for performance and reliability, underscoring the strategic importance of these resources [24][27]. Domestic Rare Earth Industry - China's rare earth industry is characterized by a complete ecosystem from mining to application, with six major groups controlling over 90% of resources and refining capacity [32][31]. - The industry has seen significant consolidation, enhancing resource utilization and technological collaboration, which supports the effective implementation of export controls [35][34]. Strategic Value of Export Controls - The export controls are not merely supply restrictions but represent a strategic shift from resource-based to value-driven industry leadership, reshaping global supply dynamics [37][36]. - The controls have led to a significant increase in prices and profit margins for domestic rare earth companies, breaking the previous low-price export model [38][39]. Impact on the U.S. - The U.S. faces a critical dependency on China for rare earth imports, with 77% of its supply coming from China, leading to severe supply chain vulnerabilities [43][41]. - Efforts to establish a domestic supply chain for rare earths are hindered by high costs, lengthy approval processes, and technological barriers, making it difficult to replace Chinese sources [44][45]. - The military and semiconductor sectors are experiencing significant operational impacts due to supply shortages, with production capabilities being curtailed [45][41]. Geopolitical Implications - The article emphasizes the ongoing geopolitical struggle over resource sovereignty and technological dominance, with China leveraging its rare earth resources to enhance its strategic position globally [46][48]. - The current situation illustrates that technological advancement alone does not equate to industrial control, as resource advantages combined with regulatory frameworks create a more resilient strategic force [48][47].

横店东磁（002056.SZ）10月15日在投资者互动平台表示，公司主营铁氧体磁性材料、金属磁粉芯、纳 米晶及相关磁性器件，但为满足客户的一站式采购需求，也会向友商购买部分稀土永磁并对外销售。公 司铁氧体永磁、铁氧体软磁全球市占率第一，其中永磁铁氧体在家电、汽车、消费电子等领域广泛应 用；软磁铁氧体在新能源汽车、光伏、AI 服务器等领域广泛应用。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：贵公司目前是否有开展稀土永磁方面的业务？未来在 稀土布局上，是否有发展规划？ ...

Core Viewpoint - The photovoltaic sector experienced a significant surge, with 9 out of 98 component stocks reaching new annual highs, indicating strong market performance and investor interest in the industry [1]. Industry Developments - There is increasing attention on whether the photovoltaic industry will undergo a new round of capacity regulation [2]. - The Ministry of Industry and Information Technology (MIIT) held two meetings in July and August, with expanded participation from various governmental bodies, indicating a higher level of scrutiny and potential regulatory changes in the photovoltaic sector [3]. - The meetings included representatives from major regulatory bodies such as the National Development and Reform Commission and the State-owned Assets Supervision and Administration Commission, suggesting that state-owned enterprises in the energy sector may influence market dynamics significantly [3]. Policy Changes - Several anti-"involution" policy tools were introduced between the two meetings, including a draft amendment to the Price Law aimed at addressing unfair pricing behaviors [4]. - The MIIT issued a notice on August 1 regarding energy-saving inspections for 41 silicon material companies, reflecting a push towards more sustainable practices in the industry [5]. Industry Consensus - The industry is shifting focus from "scale growth" to "quality growth," with a target average growth rate of around 7% for major electronic manufacturing sectors, including photovoltaic and related fields, aiming for an annual revenue growth of over 5% [6].