证券日报网讯英思特（301622）9月12日发布公告，在公司回答调研者提问时表示，公司采用"成本加 成"定价模式，原材料价格的短期快速上行或快速下行可能对毛利率造成阶段性影响；由于价格传导具 有一定的滞后性，若原材料价格长期呈现缓慢稳定的上升或下降态势，公司在"成本加成"的定价模式下 可逐步通过价格传导的方式保持公司毛利率的稳定性。公司选择与多种来源类型的原材料供应商建立长 期稳定的合作关系，总部位于内蒙古包头市，属于国内主要稀土原材料供应地，原材料来源充足。公司 与供应商的合作稳定，在采购环节，公司选择与多种来源类型的原材料供应商建立长期稳定的合作关 系，并与相关原材料供应商签订了长期协议以保证原材料供应稳定。同时，公司密切关注市场动态和政 策变化，及时预测原材料价格走势，根据市场需求和原材料价格波动情况，合理调整库存水平。公司通 过根据在手订单提前采购稀土原材料、与客户建立调价机制、优化配方、改进工艺等措施，以减少稀土 原材料价格波动对公司经营业绩的不利影响。 ...

（编辑 袁冠琳） 证券日报网讯 英思特9月12日发布公告，在公司回答调研者提问时表示，稀土永磁材料作为现代消费电 子领域不可或缺的功能材料，广泛应用于各类智能设备中，是实现电子产品轻薄化、高效化的重要支 撑。它被用于手机中的扬声器、听筒、线性马达、摄像头对焦和无线充电模块；TWS耳机的微型发声 单元；笔记本电脑的硬盘驱动器、散热风扇及扬声器；以及智能手表、手环等穿戴设备的无线充电系 统。依托其高磁能积、高压实密度等优异特性，稀土永磁材料有效满足了消费电子不断追求更强性能与 更小体积的发展趋势，持续推动终端产品的技术革新与体验升级。 ...

人民财讯9月12日电，英思特（301622）9月11日接受机构调研时表示，在新能源汽车领域，公司适用于 新能源汽车消费电子端的磁性应用器件目前交付进展顺利。同时，公司也在积极推进新能源汽车电机等 其他项目的开发，并持续加强在MIM磁性元件等技术领域的研发。在人形机器人领域，公司产品可应 用于人形机器人的电机、减速器和关节灵巧手等关键部件，致力于提升其控制精度和交互安全性。根据 部分公开报告，一台人形机器人稀土永磁材料用量大约在3.5—4千克(不特指国产人形机器人)。目前， 公司正在开发人形机器人电机相关客户，部分项目处于送样测试阶段。 ...

| ☑ 投资者关系活动 | 特定对象调研 □分析师会议 | | --- | --- | | | □媒体采访 □业绩说明会 | | 类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 （请文字说明其他活动内容） | | 参与单位名称及 | 招商证券有限责任公司 李亚明 | | 人员姓名 | | | 时间 | 2025 年 9 月 11 日 15:30-17:30 | | 地点 | 线下会议 | | 上市公司接待人 | 董事会秘书范立忠先生、证券事务代表雷永龙先生、IR 及综 | | 员姓名 | 合专员吕淑诣女士 | | | 本次线下调研的主要内容如下： | | | 1、问：公司关于新能源汽车及人形机器人的最新进展？ | | | 答：新能源汽车领域：公司适用于新能源汽车消费电子端 | | | 的磁性应用器件目前交付进展顺利。同时，公司也在积极推进 | | | 新能源汽车电机等其他项目的开发，并持续加强在 MIM 磁性元 | | | 件等技术领域的研发，以完善产品矩阵、提升技术竞争力。 | | 投资者关系活动 | 人形机器人领域：公司产品可应用于人形机器人的电机、 | | 主要内容介绍 ...

格隆汇9月10日丨英思特(301622.SZ)在互动平台表示，公司的磁性元器件已使用在折叠屏手机里。相较 于直板智能手机，折叠屏手机因其折叠结构对精密闭合、屏幕稳定性有更多的要求，故相比非折叠手机 磁器件用量一般有所增加;因各品牌手机设计差异，是否采用磁器件设计及其具体用量，各品牌折叠屏 手机将有所不同。 ...

证券日报网讯英思特（301622）9月5日在互动平台回答投资者提问时表示，公司主要产品包括单磁体应 用器件和磁组件应用器件，应用于笔记本电脑、平板电脑、智能手机、电子配件产品等。公司积极布局 机器人行业领域，目前产品已在工业机器人、家具扫地机器人领域供应，占比较小，并积极开发、储备 人形机器人相关的产品和客户资源，已给人形机器人电机的客户送样，当前进展正常。涉及与客户的具 体合作及进展，基于商业保密协议，公司不便透露。 ...

【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不 对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担 全部责任。邮箱：news_center@staff.hexun.com 格隆汇9月5日丨英思特(301622.SZ)在投资者互动平台表示，公司主要产品包括单磁体应用器件和磁组 件应用器件，应用于笔记本电脑、平板电脑、智能手机、电子配件产品等。公司积极布局机器人行业领 域，目前产品已在工业机器人、家具扫地机器人领域供应，占比较小，并积极开发、储备人形机器人相 关的产品和客户资源，已给人形机器人电机的客户送样，当前进展正常。涉及到与客户的具体合作及进 展，基于商业保密协议，公司不便透露。 ...

Core Viewpoint - The company, Instech (301622.SZ), is actively expanding its product offerings in the robotics sector while maintaining its core business in magnetic application devices for consumer electronics [1] Group 1: Product Offerings - The main products of the company include single magnetic application devices and magnetic assembly application devices, which are utilized in laptops, tablets, smartphones, and electronic accessories [1] - The company is also developing humanoid robot-related products and has begun supplying products in the industrial robot and household cleaning robot sectors, although its market share in these areas is currently small [1] Group 2: Business Development - The company is actively working on developing and reserving resources for humanoid robots and has sent samples to clients for humanoid robot motors, with current progress reported as normal [1] - Due to confidentiality agreements, the company is unable to disclose specific details regarding collaborations and progress with clients [1]

Core Viewpoint - The company emphasizes its commitment to sustainable development through systematic practices and investments in environmental protection, social responsibility, and corporate governance [2]. Environmental Protection (E) - The company actively responds to the national "carbon peak, carbon neutrality" strategy and has improved its environmental management system, achieving ISO 14001 certification [2]. - It has optimized production processes and promoted energy conservation and emission reduction, including a distributed photovoltaic power generation project that generated over 1.87 million kWh during the reporting period, effectively reducing energy consumption and carbon emissions [2]. - The company is also advancing water-saving renovations and has established an energy consumption monitoring platform to systematically manage pollutant emissions and resource usage [2]. Social Responsibility (S) - The company prioritizes employee rights and has established a competitive compensation and benefits system along with occupational health management, providing diverse supplementary benefits and care activities [2]. - In terms of social contributions, the company focuses on education assistance, environmental protection, and support for vulnerable groups, conducting activities such as visiting low-income families and nursing homes during the Spring Festival, participating in autism care projects, and organizing tree planting and environmental advocacy [2]. - The company enhances employee sense of belonging through events like family open days, conveying warmth and support [2]. Corporate Governance (G) - The company strictly adheres to national laws and regulations, continuously improving its corporate governance structure and enhancing the effectiveness of decision-making and supervision [2]. - It places high importance on investor relations management, ensuring the rights of all shareholders, especially minority shareholders, to be informed and participate [2]. - The company extends compliance and integrity in its supply chain management, opposing any form of unfair competition and promoting social responsibility among partners to achieve sustainable development together [2]. Future Commitment - The company will continue to enhance its sustainable development management and actively fulfill its responsibilities in environmental friendliness, employee care, social harmony, and excellent governance [2].

Core Viewpoint - The company has stated that the current rare earth export controls primarily target seven categories of medium and heavy rare earths, with only a small portion of its raw materials containing "dysprosium and terbium" products falling under these controls [2] Group 1 - The company has complied with national regulations and has successfully obtained the necessary export licenses [2] - The direct export volume of the company is relatively small, mainly selling to domestic bonded zones [2] - Products are generally assembled in domestic factories before entering the market, indicating limited impact from export controls [2]