Core Viewpoint - Hengdian East Magnetic has made a strategic investment in BCI, marking a significant step in its dual-driven strategy of magnetic materials and new energy, aiming to enhance its data center industry chain layout and transition towards zero-carbon computing infrastructure [1][2][4]. Investment Details - The investment involves a total of 600 million yuan, with Hengdian East Magnetic contributing 300 million yuan, alongside partners Baihui Qiushi and Dongyang Yingluohua [1]. - This investment is the first project following the expansion of the company's industrial fund to 500 million yuan [1]. Industry Context - BCI operates in the low-carbon, zero-carbon computing infrastructure sector, focusing on the "energy + equipment + park" industrial chain, which is essential for the green transformation of data centers [2][3]. - The digital economy in China is entering a new phase of high-quality development, with a growing demand for data centers and supporting industries, indicating a broad growth outlook for the sector [2]. Strategic Alignment - The investment aligns with Hengdian East Magnetic's strategy to strengthen its magnetic materials and develop new energy, leveraging BCI's capabilities in providing customized, high-performance computing infrastructure services [1][2][4]. - BCI's integrated low-carbon computing platform complements Hengdian East Magnetic's technological advantages in magnetic materials, particularly in AI server power management [1][2]. Operational Synergies - BCI has established multiple green computing infrastructure clusters and has developed a GW-level renewable energy reserve, which includes centralized wind and solar power [3]. - The collaboration is expected to create a mutually beneficial relationship, enhancing both companies' market positions and operational efficiencies [5].

Core Insights - The rare earth market is experiencing slight price adjustments, with specific products showing mixed trends in pricing [1] - Market sentiment indicates a majority of participants are neutral, with a slight increase in bullish sentiment compared to the previous week [1] - Factors influencing price movements include pre-holiday stockpiling by downstream magnetic material companies, logistics slowdowns due to the upcoming Spring Festival, and essential procurement by metal manufacturers [1] Price Summary - Praseodymium and Neodymium oxide average price is 672,400 CNY/ton, up by 800 CNY/ton [1] - Praseodymium and Neodymium metal average price is 810,100 CNY/ton, up by 500 CNY/ton [1] - Dysprosium oxide average price is 1,430,600 CNY/ton, down by 2,700 CNY/ton [1] - Terbium oxide average price is 6,314,500 CNY/ton, down by 10,100 CNY/ton [1] Market Sentiment - Last week, approximately 23% of market participants were bullish, 14% bearish, and 62% neutral, aligning with current market conditions [1] - This week, bullish sentiment has increased to 25%, while bearish sentiment has decreased to 11% [1] Influencing Factors - Price fluctuations are primarily driven by three factors: pre-holiday stockpiling by downstream companies, logistics slowdowns due to the Spring Festival, and essential procurement by metal manufacturers [1] - The current tight supply of praseodymium and neodymium oxide and metal suggests limited room for price corrections [1] - It is anticipated that mainstream product prices will continue to fluctuate before the holiday, with potential short-term price pressure due to traders liquidating inventory for cash before the holiday [1] Stock Performance - Selected rare earth permanent magnet concept stocks show varied performance: - Yujing Co., Ltd. (002943) latest price: 66.31 CNY, change: +0.01%, turnover: 176 million CNY [1] - Longhua Technology (300263) latest price: 10.54 CNY, change: +7.55%, turnover: 1.015 billion CNY [1] - Grinmei (002340) latest price: 9.66 CNY, change: +6.62%, turnover: 3.981 billion CNY [1] - Hengdian East Magnetic (002056) latest price: 21.85 CNY, change: +6.17%, turnover: 1.319 billion CNY [1] - Ashi Chuang (300706) latest price: 39.08 CNY, change: +5.71%, turnover: 572 million CNY [1]

证券代码：002056 证券简称：横店东磁 公告编号：2026-001 横店集团东磁股份有限公司 关于产业基金项目投资的进展公告 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。 横店集团东磁股份有限公司（以下简称"公司"）于 2025 年 12 月 24 日召开第 九届董事会第二十七次会议审议通过《公司关于增加产业基金规模暨关联交易的议 案》，同意公司与关联方横店资本创业投资（浙江）有限公司（以下简称"横店资本"） 签署《合伙协议之补充协议》，将东阳市横店东磁股权投资基金合伙企业（有限合伙） （以下简称"横店东磁股权投资基金"）总规模从 2 亿元追加至 5 亿元（本次增加 3 亿元），并根据经营需要调整了投资范围和经营期限等部分条款；横店东磁股权投资 基金规模增加后，拟以与横店资本管理的其他产业基金联合投资或横店东磁股权投 资基金独立投资相结合的方式进行股权投资，投资方向拟着重于人工智能、磁性材 料与半导体融合领域、新一代能源与储能技术等领域。 近期，东磁基金已完成了工商变更，并落地了变更后的首个项目投资，现将产 业基金项目投资进展说明如下： 一、交易事项概述 ...

Core Viewpoint - The company is currently in the early stages of introducing high-end soft magnetic materials to some leading domestic and international SST customers, with related revenue still representing a low proportion of overall revenue [1] Group 1: Company Developments - The company has begun supplying high-end soft magnetic materials to select top SST customers [1] - The current application of these materials is still in the initial introduction phase [1] - The revenue from these applications is currently low compared to the company's total revenue [1] Group 2: Market Outlook - The company expects to leverage its technological advantages and the rapid growth in industry demand to increase its market share and performance [1]

Group 1 - The company is currently focusing on the development of its energy storage business, particularly in household storage, which is in the cultivation and layout stage [2] - The company has made some initial shipments of household storage products to the European market, while the Australian market is still undergoing certification [2]

Group 1 - The core viewpoint of the news is that Hengdian East Magnetic's subsidiary, Lianyungang Ganyu Dongwang Photovoltaic Power Co., Ltd., has received preliminary approval for an environmental impact assessment for a 200MW fish-solar complementary project, with a total investment of 792 million yuan [1] - The "A-share Green Report" project aims to enhance transparency in environmental information of listed companies by monitoring their environmental performance based on authoritative regulatory data from various government levels [1] - The latest A-share Green Weekly Report indicated that six listed companies have recently exposed environmental risks [1]

Core Viewpoint - The company, Hengdian East Magnetic, emphasizes the importance of ensuring the smooth delivery of existing orders while considering factors such as raw material price fluctuations, overseas customer demand, and profitability in its production planning [1] Group 1 - The company will prioritize the delivery of current orders [1] - Production arrangements will be made based on raw material price changes [1] - Overseas customer demand will be a key factor in production decisions [1] - Profitability will also influence the company's production planning [1]

Group 1 - The stock price of Hengdian East Magnetic (002056) closed at 20.64 yuan on January 16, 2026, with a slight increase of 0.44% and a turnover rate of 1.64% [1] - The trading volume was 266,300 shares, resulting in a total transaction amount of 549 million yuan [1] Group 2 - The company’s secretary responded to an investor inquiry regarding the continuation of benefits from the national "old-for-new" subsidy in 2026, indicating that the policies from the National Development and Reform Commission and the Ministry of Finance have been optimized, which is expected to enhance demand for magnetic materials in various applications [2] - On January 16, the net inflow of main funds was 1.5364 million yuan, indicating a positive short-term attitude from major investors towards the stock [3] Group 3 - The overall fund flow on January 16 showed a net outflow of 15.4771 million yuan from speculative funds, while retail investors contributed a net inflow of 13.9407 million yuan [3]

Core Viewpoint - The article highlights the evolution and diversified business model of Hengdian Group, emphasizing its significant contributions to the film and tourism industry while also noting its substantial revenue from other sectors like electronics and pharmaceuticals [4][11]. Group 1: Company Overview - Hengdian Group has transformed from a local silk factory established in 1975 into a large conglomerate with total assets exceeding 100 billion yuan, spanning industries such as film and tourism, electronics, pharmaceuticals, and modern services [4][9][10]. - The founder, Xu Wenrong, and his son, Xu Yong'an, are described as low-profile billionaires, with the company’s wealth being attributed to collective efforts rather than individual ownership [11][12]. Group 2: Film and Tourism Industry - Hengdian has developed into the world's largest film shooting base, generating over 35 billion yuan annually from its film and tourism sectors, although this only accounts for less than 10% of the group's total revenue [4][5]. - The group offers free filming locations to attract film crews, resulting in a loss of approximately 20 million yuan annually, but this strategy has significantly boosted the local film industry and related services [5][6]. - In 2023 and 2024, Hengdian Film City is projected to receive 15.24 million and 13.93 million visitors, generating revenues of 2.638 billion yuan and 2.867 billion yuan, respectively [7]. Group 3: Financial Performance - Hengdian Group reported revenues of 94.2 billion yuan for the fiscal year 2024, with net profits reaching 3.124 billion yuan [9][10]. - Hengdian Film, the group's only publicly listed company, generated 1.971 billion yuan in revenue for 2024, with nearly 90% coming from cinema operations [7]. Group 4: Challenges and Adaptations - The company faces challenges such as declining market share in the magnetic materials sector and competition from short video formats in the film industry [14][15]. - Hengdian is adapting by investing in new projects, including a 12GW new energy battery project and expanding its airport facilities, with total investments in ongoing projects amounting to 11.678 billion yuan [14][15]. Group 5: Community Impact - The transformation of Hengdian from a small town with low income to a renowned "Oriental Hollywood" has significantly increased local residents' average annual income to 70,000 yuan [16].

投资者提问：请问贵公司在2026年国家以旧换新的补贴，是否可以延续获益？ 横店东磁回复：您好，国家发改委和财政部对2026年"两新"政策的支持范围、补贴标准和实施机制都有 了进一步的优化，这将有利于提升家电和消费电子领域的产销，从而带动磁性材料在诸多应用领域的需 求提升，预期助力公司磁材板块提质增效。感谢关注！ 证券之星消息，横店东磁(002056)01月16日在投资者关系平台上答复投资者关心的问题。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...