证券代码：002056 证券简称：横店东磁 公告编号：2025-048 横店集团东磁股份有限公司 第九届董事会第二十三次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、董事会会议召开情况 横店集团东磁股份有限公司（以下简称"公司"）第九届董事会第二十三次会议 于二〇二五年八月九日以书面或电子邮件形式通知全体董事，于二〇二五年八月十 九日下午以现场+通讯会议方式在东磁大厦会议室召开。本次会议应出席董事（含 独立董事）7 人，实际出席董事 7 人，公司监事及高级管理人员列席了本次会议。 本次会议出席人数、召开程序、议事内容均符合《中华人民共和国公司法》《公 司章程》和《公司董事会议事规则》的规定。 二、董事会会议审议情况 会议由公司董事长任海亮主持，与会董事经过认真讨论，审议并通过如下议案： （一）会议以 7 票同意、0 票反对、0 票弃权的结果审议通过了《公司 2025 年 半年度报告》及其摘要； 《 公 司 2025 年 半 年 度 报 告 》 及 其 摘 要 详 见 公 司 指 定 信 息 披 露 网 站 http://cninfo.com ...

证券代码：002056 证券简称：横店东磁 公告编号：2025-051 横店集团东磁股份有限公司 2025 年半年度利润分配预案的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、审议程序 横店集团东磁股份有限公司（以下简称"公司"）于 2025 年 8 月 19 日召开第 九届董事会第二十三次会议和第九届监事会第十六次会议，审议通过了《公司 2025 年半年度利润分配预案》，本议案尚需提交公司 2025 年第一次临时股东大会审议。 二、利润分配预案的基本情况 （一）基本内容 1、分配基准：2025 半年度 2、公司 2025 年 1-6 月归属于上市公司股东的净利润为 1,020,043,376.07 元， 截至 2025 年 6 月 30 日合并报表可供股东分配的利润为 8,120,815,932.10 元。母公 司 2025 年 1-6 月实现净利润 508,105,905.46 元，根据《中华人民共和国公司法》《公 司章程》等相关规定，以母公司股本的 50%为限计提法定盈余公积金 0 元，公司截 至 2025 年 6 月 30 日母公司报表未分 ...

横店东磁公告，2025年上半年营业收入119.36亿元，同比增长24.75%。归属于上市公司股东的净利润 10.2亿元，同比增长58.94%。基本每股收益0.64元/股，同比增长60.00%。公司董事会审议通过了每10股 派发现金红利3.8元（含税）的利润分配预案。 ...

Group 1 - The rare earth permanent magnet sector in the A-share market has seen significant gains, with notable stocks such as Jintian Co. and Ningbo Yunsheng hitting the daily limit up [1] - Other companies like Invt, Hengdian East Magnetic, Longmag Technology, and Huicheng Environmental Protection have also experienced increases of over 4% [1] - The overall market trend indicates a strong performance in the rare earth sector, with several companies showing substantial year-to-date growth percentages [2] Group 2 - Jintian Co. has a market capitalization of 14 billion and a year-to-date increase of 62.03% [2] - Ningbo Yunsheng has a market capitalization of 17.3 billion and a year-to-date increase of 114.73% [2] - Other companies such as Invt, Hengdian East Magnetic, and Longmag Technology have also shown impressive year-to-date growth rates, indicating a robust market environment [2]

Core Insights - InfoLink has released a new ranking for leading companies in the photovoltaic battery and module sectors, showing slight changes compared to the previous year, with no new entrants in the top ranks for the first half of 2025 [1][2]. Battery Segment Summary - The top five battery manufacturers remain unchanged in terms of participants, with slight positional shifts: Tongwei Co., Ltd. retains the top position, while Yingfa Renergy moves from fourth to third, swapping places with Jietai Technology [2]. - Yingfa Renergy's N-type battery shipments reached the top two globally in the first half of the year, and it became the first company to export BC battery cells [2][3]. - The total global shipment volume of the top five battery suppliers reached approximately 87.8 GW, marking a year-on-year increase of about 12.5% [2]. Module Segment Summary - The module segment saw more significant changes, with JinkoSolar maintaining its leading position and LONGi Green Energy in second place. JA Solar and Trina Solar are now tied for third [5][6]. - The total shipment volume of the top ten module suppliers was approximately 247.9 GW, reflecting a 10% increase year-on-year [7]. - The production of modules in the first half of the year reached 310 GW, a 14.4% increase compared to the previous year [9]. Market Trends and Observations - The market is witnessing a shift towards larger TOPCon battery cells, with the 210RN size accounting for about 31.4% of shipments, up from 8% in the previous year [3]. - Companies like Tongwei and Yida New Energy reported shipment increases of 30-40%, indicating rapid expansion in their module business [10]. - The industry is experiencing a transformation aimed at addressing long-standing issues of supply-demand mismatch and unhealthy price competition, with a focus on sustainable profitability rather than just market share [12][13]. Financial Performance - The financial performance of companies like Yongdian Dongci and Aiko Solar has been noteworthy, with Yongdian Dongci achieving a net profit of 960-1,050 million yuan, a year-on-year increase of 49.6%-63.6% [11]. - Despite high shipment volumes, many companies are facing significant losses, with 31 A-share listed photovoltaic companies reporting a total net loss of 57.47 billion yuan in 2024 [12][15].

Investment Rating - The report maintains an investment rating of "Synchronize with the market - A" for the electric equipment and new energy industry [1]. Core Viewpoints - The World Robot Conference showcased over 1,500 robot products, indicating a growing interest and innovation in robotics [3]. - The photovoltaic industry chain prices remain stable, with expectations for continued price stability in the near term [6][7][8][9]. Summary by Relevant Sections Investment Recommendations - Preferred stocks include: - 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 Magnetic (002056.SZ) - Buy - A - Sungrow Power Supply (300274.SZ) - Buy - A - Canadian Solar (688472.SH) - Buy - A - Deyang Co., Ltd. (605117.SH) - Buy - A - Langxin Group (300682.SZ) - Buy - B - Quartz Co., Ltd. (603688.SH) - Buy - A [2]. Market Trends - The multi-crystalline silicon price is stable at 44.0 CNY/kg, with a slight decrease in transaction volume compared to the previous week [6]. - The silicon wafer prices remain unchanged, with N-type silicon wafers priced at 1.20 CNY/piece for 182-183.75mm and 1.35 CNY/piece for 182*210mm [7]. - Battery cell prices are stable, with N-type battery cells priced at 0.290 CNY/W for 182-183.75mm and 0.285 CNY/W for 182*210mm [8]. - Module prices are also stable, with TOPCon double-glass modules priced at 0.685 CNY/W and N-type HJT modules at 0.830 CNY/W [9]. Policy and Regulatory Developments - The National Energy Administration is establishing a "green channel" for large-scale wind and photovoltaic bases to better meet the needs of new energy development [5]. - The China Photovoltaic Industry Association is soliciting opinions on the draft amendment to the Price Law, focusing on price behavior norms and regulatory mechanisms [4].

Core Viewpoint - The article discusses the ongoing patent wars in the photovoltaic (PV) industry, emphasizing the shift from an incremental growth phase to a competitive landscape where companies are focusing on retaining advanced production capacity and eliminating outdated capacity. Patents are seen as a crucial tool in this "anti-involution" strategy [1]. Group 1: Patent Litigation Overview - The patent litigation between JinkoSolar and LONGi Green Energy is highlighted as a significant ongoing conflict in the PV sector, with a need to assess the patent situations of the top 10 companies in terms of module shipments [3]. - Since 2019, the patent wars in the PV industry have been continuous, with only two companies, GCL-Poly and Hengdian East Magnetic, not involved in any patent litigation [3]. - Tongwei Co., while rapidly rising in the top 10, has had minimal patent litigation exposure, primarily due to its dual leadership in silicon materials and cells [3]. Group 2: Patent Application Statistics - Trina Solar leads in patent applications with 7,219 patents, followed by JinkoSolar and LONGi Green Energy in second and third places, respectively [7]. - Canadian Solar, despite facing multiple patent infringement lawsuits, has a substantial patent application count of 4,669, placing it among the top tier of PV companies [7]. - GCL-Poly has a relatively low patent application count, while Hengdian East Magnetic has over 3,700 patents, but only 681 are related to PV technology, making it the lowest among the top 10 [7]. Group 3: Patent Validity and Status - LONGi Green Energy holds the highest number of valid patents at 3,900, while Trina Solar has 3,448 valid patents, and JinkoSolar has 2,449 [10]. - The analysis shows that Yida New Energy has the lowest percentage of expired patents at 3%, while GCL-Poly and Canadian Solar have high expiration rates of 40% and 32%, respectively [10]. - The proportion of pending patents indicates that Trina Solar has over 33% pending, while Hengdian East Magnetic and JinkoSolar have around 30% [10]. Group 4: Patent Types and Quality - JinkoSolar and Trina Solar have the highest number of invention patents, with JinkoSolar's invention patents making up 70% of its total applications [12]. - GCL-Poly's patent applications are primarily domestic, with minimal international presence, indicating a focus on the domestic market [17]. - GCL-Poly has a total of 1,138 patent applications, with 519 being valid, but a significant number of low-value patents have been abandoned or rejected [19]. Group 5: Legal Events and Patent Management - GCL-Poly has engaged in various legal events related to its patents, including transfers and acquisitions, indicating active management of its patent portfolio [25]. - Hengdian East Magnetic has also seen significant patent pledges, with over 75 patents pledged for financing, reflecting a strategic approach to leveraging its patent assets [38]. - The company has a relatively high number of invention patents, with 445 out of 681 total patents, indicating a focus on high-quality innovations [35]. Group 6: Strategic Insights and Recommendations - Both GCL-Poly and Hengdian East Magnetic have lower overall patent strengths compared to leading companies like JinkoSolar and LONGi Green Energy, which may impact their competitive positioning [42]. - GCL-Poly's strategy of acquiring external patents could enhance its litigation capabilities, while Hengdian East Magnetic's effective maintenance of patent validity is crucial for future legal defenses [42]. - The article suggests that PV companies should enhance innovation and proactively manage patent risks to minimize litigation exposure [45].

Group 1: Permanent Magnetic Materials - The production of permanent magnetic materials in China reached approximately 130 million tons in 2021, including 800,000 tons of ferrite permanent magnets and 213,300 tons of rare earth permanent magnets [36][2] - Ferrite permanent magnets dominate the market due to their low cost and corrosion resistance, accounting for over 60% of global production [6][39] - Rare earth permanent magnets, particularly neodymium-iron-boron (Nd-Fe-B), are critical for high-performance applications in electric vehicles and renewable energy sectors, with demand expected to increase fivefold by 2025 compared to 2020 levels [66][65] Group 2: Market Dynamics and Trends - The demand for ferrite permanent magnets in the automotive sector is projected to reach 614,000 tons by 2025, driven by the growth of electric vehicles [45] - In the home appliance sector, the demand for ferrite permanent magnets is expected to reach 201,000 tons by 2025, with variable frequency air conditioners leading the demand [45] - The global market for soft magnetic materials is anticipated to grow from $13.2 billion in 2020 to $18.1 billion by 2025, reflecting a compound annual growth rate (CAGR) of 8% [14][32] Group 3: Technological Barriers and Challenges - High-end technologies for rare earth permanent magnets, such as grain boundary diffusion and thermal pressing, are currently monopolized by companies in the US and Japan, posing a challenge for domestic manufacturers [28][32] - The production of high-performance ferrite magnets in China is still in the developmental stage, with a significant reliance on imports for advanced products [41][46] - The industry faces challenges related to resource security, particularly concerning the price volatility of heavy rare earth elements like neodymium and dysprosium [28][32] Group 4: Future Development Directions - The focus for ferrite permanent magnets will be on developing rare earth-doped and cobalt-free technologies, aiming for thinner and higher precision products [8][46] - For rare earth permanent magnets, the goal is to achieve a domestic production rate of 70% for high-end products by 2025 and 80% by 2030 [12][71] - The industry is expected to see significant advancements in the development of high-performance magnetic materials for applications in robotics, aerospace, and electric vehicles [72][74]

广发高端制造股票A、广发兴诚混合A基金经理为郑澄然。 8月1日，横店东磁连续6个交易日下跌，区间累计跌幅-6.24%。横店集团东磁股份有限公司创立于1980年,股份公司改制设立于1999年3月。 财报显示，广发基金旗下2只基金进入横店东磁前十大股东。其中广发高端制造股票A今年二季度减持，广发兴诚混合A今年二季度减持。 其中，广发高端制造股票A今年以来收益率-5.93%，同类排名970(总983)，广发兴诚混合A今年以来收益率1.95%，同类排名4040(总4533)。 简历显示，郑澄然先生:中国国籍,硕士研究生。持有中国证券投资基金业从业证书。曾先后任广发基金管理有限公司研究发展部研究员、成长投资部研究 员。现任广发鑫享灵活配置混合型证券投资基金基金经理(自2020年5月20日起任职)、广发高端制造股票型发起式证券投资基金基金经理(自2020年7月23日起 任职)、广发兴诚混合型证券投资基金基金经理(自2021年1月6日起任职)、广发诚享混合型证券投资基金基金经理(自2021年2月8日起任职)、广发成长动力三 年持有期混合型证券投资基金基金经理(自2022年7月26日起任职)、广发成长新动能混合型证券投资基金 ...

Group 1 - The stock price of Hengdian East Magnetic (002056) closed at 15.33 yuan on August 1, 2025, down 0.58% with a turnover rate of 1.49% and a trading volume of 242,900 hands, amounting to 375 million yuan [1] - The latest financial report for Hengdian East Magnetic shows total operating revenue of 5.222 billion yuan for Q1 2025, a year-on-year increase of 23.35%, and a net profit attributable to shareholders of 458 million yuan, up 29.65% year-on-year [1] - The company has a current ratio of 1.319, a quick ratio of 0.996, and a debt-to-asset ratio of 55.03% [1] Group 2 - Hengdian Group East Magnetic Co., Ltd. was established in 1999 and is located in Jinhua City, primarily engaged in the manufacturing of electrical machinery and equipment [2] - The company has made investments in 40 enterprises and participated in 5,000 bidding projects, holding 185 trademark registrations and 2,582 patents [2] - The company possesses 78 administrative licenses [2]