Group 1 - The company, Hengdian East Magnetic (002056.SZ), has announced its supply of charging units and EMC filter units to robot clients, indicating a focus on the robotics sector [1] - The company plans to advance the development of more new products and engage in targeted project collaborations in the future [1] - Currently, there are no plans for acquiring related companies [1]

Company Overview - Hengdian East Magnetic Co., Ltd. is located in Dongyang, Zhejiang Province, established on March 30, 1999, and listed on August 2, 2006 [1] - The company specializes in the production and sales of permanent ferrite, soft ferrite, other magnetic materials, batteries, and solar photovoltaic products [1] - The revenue composition is as follows: photovoltaic products 67.47%, magnetic materials 16.24%, lithium batteries 10.77%, devices 3.62%, and others 1.89% [1] Stock Performance - On September 26, Hengdian East Magnetic's stock rose by 5.19%, reaching a price of 19.46 yuan per share, with a trading volume of 830 million yuan and a turnover rate of 2.71% [1] - The total market capitalization of the company is 31.656 billion yuan [1] Shareholder Information - Among the top ten circulating shareholders, one fund from GF Fund is notable: GF High-end Manufacturing Stock A (004997) [2] - In the second quarter, GF High-end Manufacturing Stock A reduced its holdings by 17.5656 million shares, retaining 11.3201 million shares, which accounts for 0.7% of the circulating shares [2] - The estimated floating profit from this transaction is approximately 10.8673 million yuan [2] Fund Performance - GF High-end Manufacturing Stock A was established on September 1, 2017, with a current scale of 4.464 billion yuan [2] - Year-to-date return is 11.05%, ranking 3494 out of 4220 in its category; the one-year return is 19.26%, ranking 3379 out of 3824; and since inception, the return is 43.37% [2]

Investment Rating - The report maintains a "Synchronize with the market - A" rating for the power equipment and new energy industry [1] Core Viewpoints - The power equipment and new energy industry has shown a stable market performance over the past year, with significant developments such as the tightening of energy consumption standards for polysilicon and advancements in robotics technology [1][3] - The new energy sector is experiencing a shift towards stricter energy consumption regulations, which is expected to lead to a substantial improvement in the supply-demand balance for polysilicon [3][7] Summary by Relevant Sections Investment Recommendations - Recommended stocks include: - Buy - A: 福莱特 (601865.SH), 横店东磁 (002056.SZ), 阳光电源 (300274.SZ), 阿特斯 (688472.SH), 德业股份 (605117.SH), 石英股份 (603688.SH), 博威合金 (601137.SH) - Buy - B: 爱旭股份 (600732.SH), 隆基绿能 (601012.SH), 大全能源 (688303.SH), 朗新集团 (300682.SZ) [2] - Additional stocks to actively monitor include: 协鑫科技, 通威股份, 信义光能, TCL 中环, 新特能源, 帝尔激光, 福斯特, 晶澳科技, 天合光能, 晶科能源, 迈为股份, 晶盛机电, 弘元绿能 [10] Industry Performance - In August, the industrial solar power generation increased by 15.9%, while wind power generation grew by 20.2%, indicating a robust growth trend in the renewable energy sector [4] - The average energy consumption for polysilicon is projected to tighten significantly, with new standards suggesting a reduction to 6.69 kgce/kg for 2024, compared to previous expectations [3][4] Price Tracking - Polysilicon prices have shown an upward trend, with dense material averaging 51.0 CNY/kg, up 2.0% from the previous week, indicating a tightening supply situation [6] - The price of silicon wafers and battery cells has also increased, reflecting the upward pressure from upstream costs [8][9]

Core Viewpoint - Hengdian East Magnetic has been awarded the "UVID Reliability Excellence Award" at the 2025 "Quality Wins China" Solar Storage Gala, highlighting its superior performance in photovoltaic module reliability testing [1] Group 1: Award and Recognition - The UVID reliability test evaluates the power degradation of photovoltaic modules under long-term outdoor conditions, serving as a key indicator of long-term power generation performance and reliability [1] - The company's modules demonstrated exceptional performance in the test, with ultraviolet aging resistance significantly exceeding standard requirements, ensuring high and stable power output in harsh environments [1] Group 2: Technological Advancements - Years of dedication have allowed Hengdian East Magnetic to accumulate competitive advantages in material science, battery technology, and packaging processes [1] - The award-winning products utilize superior packaging materials and advanced battery technology to effectively enhance the modules' ability to block ultraviolet rays, significantly reducing power degradation caused by UV exposure [1] Group 3: Industry Performance - Hengdian East Magnetic's modules have also excelled in evaluations by authoritative third-party testing organizations Kiwa PVEL and RETC, receiving accolades such as "Top PV Module Manufacturer" and "Best Performing PV Module Award" [1]

Core Insights - Leading stocks in the new energy sector, such as Sungrow Power Supply, Haibo Technology, and CATL, reached all-time high closing prices on September 24 [1] Group 1: Stock Performance - The article highlights that 26 stocks were selected based on criteria including a net cash flow from operating activities exceeding 100 million yuan in the first half of 2025, profitability with positive year-on-year net profit growth, and a rolling price-to-earnings (PE) ratio below 40 [1] - Among these 26 stocks, three have doubled in price year-to-date: Sungrow Power Supply, Nuwell Co., and Ocean Motor [1] - Six stocks have a PE ratio below 15, which are Satellite Chemical, Jiahu Energy, Jiuli Special Materials, Hengdian East Magnetic, Batian Co., and Yutong Bus [1]

Core Viewpoint - Hengdian East Magnetic announced its 2025 semi-annual profit distribution plan, indicating a cash dividend of 3.80 yuan per 10 shares for eligible shareholders [1] Summary by Relevant Sections - **Dividend Distribution**: The company will distribute a cash dividend of 3.80 yuan (including tax) for every 10 shares held, based on a total share capital of 1,601,336,496 shares after excluding 25,375,578 shares held in the repurchase account [1] - **Key Dates**: The record date for the dividend distribution is set for September 29, 2025, and the ex-dividend date is September 30, 2025 [1]

证券代码：002056 证券简称：横店东磁 公告编号：2025-062 横店集团东磁股份有限公司 2025 年半年度权益分派实施公告 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。 特别提示： 根据《中华人民共和国公司法》《上市公司股份回购规则》《深圳证券交易所 上市公司自律监管指引第 9 号—回购股份》的相关规定，上市公司回购专户中的 股份不享有股东大会表决权、利润分配、公积金转增股本、认购新股和可转换公 司债券等权利。因此，横店集团东磁股份有限公司（以下简称"公司"）回购专 用证券账户中 25,375,578 股股份不参与此次权益分派。 本次权益分派实施后计算除权除息参考价时，按公司总股本折算的每 10 股 现金分红（含税）=本次实际现金分红总额÷公司总股本（含回购股份）×10， 即每 10 股现金红利 3.740722 元=608,507,868.48 元÷1,626,712,074 股×10，公司 2025 年半年度权益分配实施后的除权除息参考价=股权登记日收盘价-每股现金 分红=股权登记日收盘价-0.3740722 元/股。 公司 2025 年半年度 ...

Group 1 - The company Hengdian East Magnetic (002056) announced on September 23 that it will implement a dividend distribution within two months after the first extraordinary general meeting of shareholders in 2025 [1]

Core Viewpoint - The company, Hengdian East Magnetic, highlighted the potential applications of its soft magnetic ferrite, metal magnetic powder cores, and RF devices in smart city and smart transportation communication bases, indicating a promising growth opportunity in line with the national strategy for 5G and 6G development [1] Group 1 - The company's materials can be utilized in communication bases required for smart cities and smart transportation [1] - The ongoing national strategic layout for 5G and 6G is expected to create broader development space for related industries [1]

Group 1 - The company, Hengdian East Magnetic, reported on September 18 that its current order situation across various business segments is good [2]