人民财讯12月5日电，横店东磁（002056）12月5日在互动平台表示，公司有参股宁波磁性材料应用技术 创新中心有限公司，但没有生产非晶丝产品。 ...

Core Viewpoint - Hengdian East Magnetic (002056.SZ) has reported significant growth in its magnetic materials production and chip inductors, driven by the rapid increase in AI server shipments [1] Group 1: Company Production Capacity - The company has approximately 300,000 tons of magnetic materials production capacity, covering multiple series of material systems [1] - The shipments of permanent magnets and soft magnets exceed 200,000 tons [1] Group 2: Chip Inductor Growth - The company's chip inductors have entered some leading enterprises, benefiting from the rapid growth in AI server shipments [1] - The shipment of the company's chip inductors has also achieved rapid growth [1]

Core Viewpoint - Hengdian East Magnetic (002056.SZ) has approximately 300,000 tons of magnetic material production capacity, with over 200,000 tons of shipments in permanent and soft magnetic materials, benefiting from the rapid growth in AI server shipments [1] Group 1 - The company has a production capacity of around 300,000 tons of magnetic materials [1] - The product range includes multiple series of materials, with significant shipments in both permanent and soft magnetic categories exceeding 200,000 tons [1] - The company's chip inductors have entered some leading enterprises, experiencing rapid growth due to the increasing shipments of AI servers [1]

Core Insights - The company, Hengdian East Magnetic (002056), has reported that its chip inductors have entered some leading enterprises, benefiting from the rapid growth in AI server shipments [1] - The company's chip inductor shipments have also achieved rapid growth due to this trend [1] Company Summary - Hengdian East Magnetic's chip inductors are now utilized by top-tier companies, indicating a strong market position [1] - The growth in AI server shipments is a significant driver for the company's performance, highlighting the increasing demand for its products [1]

Group 1: Company Overview and Market Position - The company is a leading player in the ferrite magnetic materials market, with a strong competitive edge in technology, scale, and customer base, serving numerous global top 500 enterprises [2][3] - The company has a production capacity of approximately 300,000 tons of magnetic materials, with over 200,000 tons shipped in both permanent and soft magnetic categories [4] Group 2: Product Applications and Market Share - The company's permanent ferrite materials are widely used in automotive, home appliances, industrial, and medical fields, holding over 20% market share in domestic shipments [3] - The soft magnetic product series, including soft ferrite and metal magnetic powder cores, has a domestic market share exceeding 10%, with applications in new energy vehicles and consumer electronics [3] Group 3: AI and Data Center Market - The company's magnetic materials and inductors have significant applications in AIDC power management, with over 20% of revenue coming from data center support [5] - The demand for chip inductors has surged due to the rapid growth of AI server shipments, with high-performance inductors becoming increasingly necessary [6][7] Group 4: Manufacturing Advantages - The company boasts an independent material R&D team and comprehensive manufacturing capabilities, ensuring high-performance products through custom-designed equipment [8] Group 5: Future Growth and Strategic Plans - The company anticipates maintaining reasonable profitability in the photovoltaic industry with an expected increase in shipments in Q4 2025 [9] - For lithium battery products, the company aims to exceed its target of over 600 million units shipped in 2024, with continued growth expected into 2026 [10] - The company is expanding into energy storage products and collaborating with third parties to explore commercial and large-scale storage markets [11]

Group 1 - The company, Hengdian East Magnetic (002056), stated that it currently does not produce amorphous wires [1] - The collaboration project with Ningbo Materials Institute does not involve this product [1]

Group 1 - The company, Hengdian East Magnetic (002056.SZ), stated that it currently does not produce amorphous wire [1] - The collaboration project with Ningbo Materials does not involve this product [1]

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]