（文章来源：证券日报） 证券日报网讯 1月26日，英思特发布公告称，公司2025年度财务及内控审计机构容诚会计师事务所内部 调整，原签字注册会计师张林清女士变更为李泽毅先生，变更后签字注册会计师为栾艳鹏、李泽毅、岳 冬伟，项目质量控制复核人不变。 ...

证券代码：301622 证券简称：英思特 公告编号：2026-004 包头市英思特稀磁新材料股份有限公司 | 股东名称 | 减持方式 | 减持期间 | 减持均价 | 减持股数 | 减持比例（%） | | --- | --- | --- | --- | --- | --- | | | | | （元/股） | （股） | | | 马春茹 | 集中竞价交易 | 2026 年 1 月 5 日 至 1 月 22 日 | 67.75 | 259,929 | 0.2242 | | | | 合计 | | 259,929 | 0.2242 | 1、股东减持股份情况 减持的股份来源：公司首次公开发行股票前已发行的股份 2、股东本次减持前后持股情况 关于部分董事、高级管理人员股份减持计划实施完毕的公告 公司董事兼副总经理马春茹先生保证向本公司提供的信息内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 包头市英思特稀磁新材料股份有限公司（以下简称"公司") 于 2025 年 12 月 10 日披露了《关于持股 5%以上股东及部分董事、高级管理人员减持股份 ...

证券代码：301622 证券简称：英思特 公告编号：2026-005 （二）诚信记录 包头市英思特稀磁新材料股份有限公司 关于变更签字注册会计师的公告 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、 误导性陈述或者重大遗漏。 包头市英思特稀磁新材料股份有限公司（以下简称"公司"）于 2025 年 4 月 12 日、2025 年 5 月 6 日分别召开第三届董事会第十六次会议、2024 年年度 股东会，审议通过了《关于续聘会计师事务所的议案》，为保持公司审计工作 的连续性，公司拟续聘容诚会计师事务所（特殊普通合伙）（以下简称"容诚 会计师事务所"）为公司 2025 年度财务和内部控制审计机构，聘任期为一年。 具体内容详见公司于 2025 年 4 月 15 日刊载在巨潮资讯网的《关于续聘会计师 事务所的公告》（公告编号：2025-013）。 近日，公司收到容诚会计师事务所发来的《关于签字注册会计师变更的告 知函》，现将有关情况公告如下： 一、本次签字注册会计师的变更情况 容诚会计师事务所作为公司 2025 年度财务和内部控制审计机构，原委派栾 艳鹏先生、张林清女士、岳冬伟先生作为签字注册 ...

1月19日，英思特跌0.10%，成交额1.02亿元。两融数据显示，当日英思特获融资买入额1256.61万元， 融资偿还1492.48万元，融资净买入-235.87万元。截至1月19日，英思特融资融券余额合计2.20亿元。 融资方面，英思特当日融资买入1256.61万元。当前融资余额2.20亿元，占流通市值的4.88%，融资余额 超过近一年70%分位水平，处于较高位。 融券方面，英思特1月19日融券偿还500.00股，融券卖出1300.00股，按当日收盘价计算，卖出金额8.93 万元；融券余量4300.00股，融券余额29.55万元，超过近一年80%分位水平，处于高位。 资料显示，包头市英思特稀磁新材料股份有限公司位于内蒙古自治区包头市稀土高新区瑞成道2号英思 特稀磁产业园，成立日期2011年6月28日，上市日期2024年12月4日，公司主营业务涉及稀土永磁材料应 用器件研发、生产和销售。主营业务收入构成为：磁组件应用器件50.02%，单磁体应用器件40.23%， 其他(补充)9.75%。 截至12月31日，英思特股东户数1.76万，较上期增加16.68%；人均流通股3577股，较上期增加85.76%。 202 ...

证券代码：301622 股票简称：英思特 包头市英思特稀磁新材料股份有限公司 投资者关系活动记录表 | | 期回访、问卷调查等方式，了解投资者的需求和意见，不断优 | | | --- | --- | --- | | | 化投资者关系管理工作，以赢得投资者的信任和支持。 | | | 附件清单（如有） | 无 | | | 日期 | 2026 年 01 月 日 | 19 | 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储备稀土原材料，通过与客户建立调价机 制、优化配方与产品设计、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。 采购模式上，公司采用"以产定购+需求预测"的采购模 式。公司会根据客户订单量结合现有库存量统一采购，并会基 于历史数据预测，维持必要的安全库存。同时，公司还注重与 供应商的沟通协作，共同积极应对市场变化和挑战，实现互利 共赢。 4、问：公司未来的市场布局？ 答：公司将持续深耕消费电子领域，坚持高端化、高附加 值的产品定位，通过技术创新与全球产能布局，不断拓展与重 要客户合作的深度和广度。 ...

Core Viewpoint - The company, 英思特 (301622.SZ), is actively involved in the development and delivery of single magnetic application devices and magnetic component application devices, primarily for use in laptops, tablets, smartphones, and smart wearable products [1] Group 1: Product Applications - The company's main products are widely used in laptops, tablets, smartphones, and smart wearable devices [1] - In the humanoid robot sector, the company has begun to engage with relevant motor clients, with some products already achieving small-scale deliveries [1] - The company has not yet applied its products in aerospace scenarios [1] Group 2: Business Development - The overall scale of the humanoid robot sector remains small, which has not significantly impacted the company's operating performance [1] - The company plans to continue developing and collaborating with clients in the humanoid robot field [1]

Core Viewpoint - The company maintains a positive outlook on the overall market growth for magnetic application components over the next two to three years, driven by opportunities in consumer electronics and the rise of AI innovations [1] Group 1: Market Growth Expectations - The demand for high-performance magnetic application devices is expected to continue growing due to product upgrades in the consumer electronics sector and structural upgrades driven by AI innovations [1] - The new energy vehicle sector is anticipated to benefit from increased industry penetration rates, leading to rapid expansion of related businesses [1] Group 2: Capacity and Technology Enhancement - The company plans to enhance its production capacity and technological level through fundraising projects and the integration of rare earth permanent magnet materials, which will support business growth and help seize market opportunities [1]

Group 1 - The core viewpoint of the article is that the company, 英思特, has a positive outlook on the growth of the magnetic application components market over the next two to three years, driven by upgrades in consumer electronics and structural changes propelled by AI, as well as an increase in the penetration rate of electric vehicles [1] - The company's fundraising projects include the expansion of high-end magnetic materials and components for consumer electronics and electric vehicles, the construction of a research and development center, the establishment of a smart factory 4.0 platform, and the supplementation of working capital [1] - The working capital project has been completed, while the other projects are progressing normally but have not yet reached the predetermined usable status [1] Group 2 - The company expects rapid expansion in related businesses, leveraging fundraising projects and the integrated application of rare earth permanent magnet materials to enhance capacity and technological levels [1] - The company aims to seize market opportunities arising from the anticipated growth in the magnetic application components market [1]

英思特(301622)在机构调研中表示，公司对磁性应用元器件整体市场在未来两到三年内的增长保持积极 预期。消费电子领域产品的升级机遇，AI创新驱动结构升级，多品类将迎增长趋势，对高性能磁性应 用器件的需求将持续增长；新能源汽车领域受益于行业渗透率提升，相关业务有望实现较快扩张。同 时，公司将通过募投项目与稀土永磁材料一体化应用项目提升产能规模和技术水平，进一步抓住市场机 遇，为业务增长提供有力支撑。 ...

Group 1: Pricing Strategy - The company's "cost-plus" pricing strategy is not a simple fixed processing fee but is determined by multiple factors including production costs, R&D investment, and manufacturing complexity, ensuring reasonable profits while dynamically adjusting to raw material price fluctuations [2]. Group 2: Product Characteristics - The company's main products, "single magnetic application devices" and "magnetic component application devices," are widely used in the consumer electronics sector. Single magnetic devices are characterized by their performance being significantly influenced by raw materials, while magnetic components integrate multiple magnetic elements to achieve more complex functionalities [3]. Group 3: Project Progress - The company has several fundraising projects, including the expansion of high-end magnetic materials and components for consumer electronics and new energy vehicles, the construction of a research center, and the establishment of an intelligent factory 4.0 platform. The working capital project has been completed, while the other projects are progressing normally but have not yet reached the predetermined usable state [3]. Group 4: Growth Expectations - The company maintains a positive outlook for the growth of magnetic application components over the next two to three years, driven by product upgrades in the consumer electronics sector and the increasing penetration of new energy vehicles. The company aims to enhance production capacity and technical levels through fundraising projects and integrated applications of rare earth permanent magnetic materials to seize market opportunities [3].