人民财讯12月5日电，横店东磁（002056）近日在机构调研等活动中表示，公司芯片电感已进入部分头 部企业，受益于AI服务器出货的快速增长，公司芯片电感的出货也实现了高速增长。 ...

证券代码：002056 证券简称：横店东磁 横店集团东磁股份有限公司投资者关系活动记录表 编号：2025-008 | | 特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | 动类别 | 现场参观 | | | 其他__券商策略会 | | 参与单位名称 | 爱建证券资管、博衍基金、渤海证券自营、长安基金、长城基金、 东方红、东方证券资管、东方证券自营、东吴证券、国金证券、杭 州附加值投资、杭州中大君悦投资、恒越基金、华泰保兴、汇添富 | | | 长江证券、财通基金、川江投资、醇厚基金、大成基金、德邦基金、 | | 及人员情况 | 基金、嘉御资本、南方基金、平安养老、泉汐投资、上海筌笠资管、 | | | 上海胤胜资管、西部证券自营、兴全基金、易方达、银华基金、永 | | | 安期货资管、永赢基金、云富投资、兆信资管、浙江沃金投资、真 | | | 滢投资、中金证券、中银资管等 | | 时间 | 2025 年 11 月底至 12 月 4 日 | | 地点 | 横店、上海 | | 上市公司接待 人员姓名 | 总经理 ...

证券日报网讯12月4日，横店东磁（002056）在互动平台回答投资者提问时表示，公司目前没有生产非 晶丝，与宁波材料所合作项目中也没有涉及此产品。 ...

格隆汇12月4日丨横店东磁(002056.SZ)在投资者互动平台表示，公司目前没有生产非晶丝，与宁波材料 所合作项目中也没有涉及此产品。 ...

Investment Rating - The report maintains a "Buy" rating for several companies in the solar energy sector, with specific ratings of "Buy-A" and "Buy-B" assigned to various stocks [1]. Core Insights - In October 2025, the domestic solar photovoltaic (PV) new installed capacity decreased by 38.3% year-on-year, while the cumulative installed capacity from January to October increased by 39.5% year-on-year [2][12]. - The export value of solar modules in October was 16.08 billion yuan, showing a year-on-year increase of 4.9% but a month-on-month decrease of 19.5% [2][15]. - The inverter export value in October was 4.82 billion yuan, reflecting a year-on-year growth of 3.4% but a month-on-month decline of 5.2% [3][25]. - Solar power generation in October increased by 5.9% year-on-year, accounting for 4.77% of the total national power generation [4][38]. Summary by Sections Domestic Solar New Installed Capacity - In October 2025, the new installed capacity was 12.6 GW, down 38.3% year-on-year but up 30.4% month-on-month. The cumulative installed capacity from January to October reached 252.87 GW [2][12]. Export Data - Solar module exports in October totaled 16.08 billion yuan, with a year-on-year increase of 4.9% and a month-on-month decrease of 19.5%. Cumulative exports from January to October were 168.26 billion yuan, down 11.8% year-on-year [2][15]. - Inverter exports in October were valued at 4.82 billion yuan, with a year-on-year increase of 3.4% and a month-on-month decrease of 5.2%. Cumulative inverter exports from January to October reached 53.31 billion yuan, up 7.2% year-on-year [3][25]. Solar Power Generation - The solar power generation in October was 39.37 billion kWh, representing a year-on-year growth of 5.9% and a slight decrease in its share of total power generation [4][38]. Investment Recommendations - The report recommends focusing on companies such as Aishuo Co., Longi Green Energy, and Daqian Energy for new technology and supply-side directions. It also highlights companies like Haibo Sichuang and Sunshine Power for energy storage, and suggests attention to various other companies in the solar sector [4][42].

证券代码：002056 证券简称：横店东磁 公告编号：2025-075 横店集团东磁股份有限公司 关于为下属公司提供担保的进展公告 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。 单位：万元 （二）调剂担保额度情况 公司为横丰新能源、东榆发电、东赣发电和东望发电提供的担保使用了公司 2025 年度担保额度调剂，具体情况如下： 特别提示：截至2025年11月30日，公司为下属公司提供担保总余额为 27,800.21万元，占公司最近一期经审计净资产的2.76%。公司及下属公司不存在 为合并报表范围外单位提供担保，也不存在逾期担保。 一、提供担保进展概述 （一）担保进展 近期，横店集团东磁股份有限公司（以下简称"公司"）为全资子公司 DMEGC Renewable Energy B.V 开具预付款保函而承担连带责任保证，累计提供 担保金额约人民币 276.01 万元（按当日汇率结算），最晚一笔担保期限至 2026 年 6 月 30 日止；公司为全资子公司东阳横丰新能源科技有限公司（以下简称"横 丰新能源"）开具质量保函而承担连带保证责任，提供担保金额约人民币 68. ...

Core Insights - The photovoltaic equipment sector experienced a rise of 1.32% on November 28, with Micro导纳米 leading the gains [1] - The Shanghai Composite Index closed at 3888.6, up 0.34%, while the Shenzhen Component Index closed at 12984.08, up 0.85% [1] Stock Performance - Micro导纳米 (688147) closed at 64.66, with a significant increase of 14.81% and a trading volume of 213,100 shares, amounting to a transaction value of 1.334 billion [1] - 航天机电 (600151) saw a rise of 10.06%, closing at 9.30 with a trading volume of 775,100 shares [1] - 迈为股份 (300751) increased by 5.94%, closing at 119.89 with a transaction value of 2.546 billion [1] - 艾罗能源 (688717) and 国际实业 (000159) also showed positive performance, with increases of 4.92% and 4.70% respectively [1] Capital Flow - The photovoltaic equipment sector saw a net inflow of 528 million from main funds, while retail investors experienced a net outflow of 219 million [2] - The main funds showed significant interest in 阳光电源 (300274) with a net inflow of 333 million, while 上能电气 (300827) had a net inflow of 195 million [3] - 航天机电 (600151) attracted a net inflow of 177 million from main funds, indicating strong institutional interest [3]

Core Viewpoint - The company is actively monitoring and moderately advancing its development in the energy storage business [1] Company Summary - Hengdian East Magnetic (002056.SZ) has expressed interest in the energy storage sector through its interactions on investor platforms [1]

Core Points - The stock of Hengdian East Magnetic (002056) closed at 18.85 yuan on November 25, 2025, up 1.18% from the previous trading day, with a total market capitalization of 30.664 billion yuan [1] - The company will hold its second extraordinary general meeting of shareholders for 2025 on December 11, 2025, to discuss several key proposals [1] Group 1 - The stock opened at 18.83 yuan, reached a high of 19.19 yuan, and a low of 18.71 yuan, with a trading volume of 418 million yuan and a turnover rate of 1.36% [1] - The meeting will review proposals including the estimated guarantee limits for 2026, expected daily related transaction limits, credit limits from financial institutions, and adjustments to financial assistance rates for subsidiaries [1] - Certain proposals will require separate voting for minority investors, and related shareholders must abstain from voting [1]

Core Viewpoint - Hengdian East Magnetic announced the convening of its 26th meeting of the 9th Board of Directors on November 25, 2025, to review the proposal for applying for credit limits from financial institutions for the year 2026 [2] Group 1 - The company will discuss the application for credit limits from financial institutions during the upcoming board meeting [2] - The meeting is scheduled for November 25, 2025 [2]