（编辑 丛可心） 证券日报网2月2日讯 ，英思特在接受调研者提问时表示，公司获得许多知名终端品牌客户的供应商准 入资质并深度参与前端的磁路设计。在与下游头部客户的合作中，公司并非仅仅作为磁性材料器件供应 商，而是凭借自身在磁性材料及消费电子应用领域的技术积累和创新能力，深度参与到前端的产品研发 设计中。通过与客户紧密合作，公司能够根据客户的需求和应用场景，提供定制化的磁路设计方案，从 而帮助客户优化产品性能、提升产品竞争力。公司一贯重视自主创新与技术保护，基于客户定制化需 求，在产品研发及生产过程中形成的专利等技术成果，其所有权归属于公司。这得益于公司持续投入的 非标定制化开发能力，以及在精密加工、表面处理、智能组装等生产环节的精益化创新，这些环节诞生 并积累了大量归属于公司自身的专利与技术。 ...

（编辑 丛可心） 证券日报网2月2日讯 ，英思特在接受调研者提问时表示，公司坚持"以人为本"的理念，依法为员工缴 纳社会保险和住房公积金，建立完善的职业健康管理与员工激励体系。在保障法定福利的基础上，公司 提供交通、通讯、餐饮等补贴，以及节日慰问、生日关怀等多种福利，并定期组织文体活动，持续优化 公司环境，为员工搭建健身房、图书室、母婴室等设施，努力营造和谐、温暖的工作氛围。未来，公司 将坚持与员工携手共进，共同成长，共创价值。 ...

Core Insights - The company, 英思特, indicated that its magnetic devices orders in the consumer electronics sector are closely tied to the product launch cycles of end customers, leading to seasonal fluctuations in overall business rhythm [1] - The general pattern observed is that if customers plan to launch new products in the first half of the year, related projects will achieve mass production in the previous year's fourth quarter or the current year's first quarter; conversely, if launches are scheduled for the second half, mass production will typically occur in the second and third quarters of the current year [1] - Despite the seasonal order fluctuations, the company leverages its extensive industry experience, flexible production scheduling, and robust inventory management system to prepare for raw material procurement and workforce allocation based on historical order data and market trends [1] - During peak order periods, the company ensures timely delivery by optimizing production processes and arranging overtime work, effectively managing the risks associated with seasonal order fluctuations [1]

南财智讯2月2日电，英思特在投资者关系活动中表示，存储价格高涨虽沿产业链向上传导，但因磁性材 料应用器件在消费电子产品中单体价值量较低，且公司采用成本加成的定价模式，因此该提价压力对公 司毛利率的影响是可控的；公司已与客户形成成熟、灵活的价格协商机制，并持续通过内部精益管理优 化成本结构以应对潜在市场风险。 ...

Group 1: Seasonal Order Fluctuations - The company experiences seasonal fluctuations in customer orders, closely tied to the product release cycles of end customers in the consumer electronics sector [3] - Orders peak in the fourth quarter or first quarter if new products are launched in the first half of the year, and in the second or third quarter for launches in the second half [3] - The company effectively manages these fluctuations through flexible production scheduling and inventory management, ensuring timely delivery during peak periods [3] Group 2: Impact of Rising Storage Prices - Rising storage prices exert pressure on the consumer electronics market, potentially leading to price increases [4] - The impact on the company's gross margin is manageable due to the low unit value of magnetic materials in consumer electronics and a cost-plus pricing model [4] - The company maintains stable relationships with key customers, focusing on R&D, product performance, and quality control rather than solely on pricing [5] Group 3: Customer Concentration and Risk Management - The company has a high customer concentration, primarily serving leading clients in the consumer electronics industry, which poses certain operational risks [5] - To mitigate these risks, the company is expanding into new application areas such as new energy vehicles and high-end motors, enhancing market reach [6] - The company is also improving its technical capabilities and product quality to deepen existing customer relationships and increase customer loyalty [6] Group 4: Involvement in Product Design - The company actively participates in the front-end magnetic circuit design for its clients, rather than merely acting as a supplier [7] - This involvement allows the company to provide customized design solutions that enhance product performance and competitiveness [7] - Intellectual property rights for innovations developed during this process remain with the company, reflecting its commitment to innovation and technical protection [7] Group 5: Employee Welfare and Corporate Culture - The company adheres to a "people-oriented" philosophy, providing social insurance and housing funds for employees [7] - Additional benefits include transportation, communication, and dining subsidies, as well as various welfare programs and activities to foster a harmonious work environment [7] - The company aims to grow alongside its employees, creating shared value [7]

Group 1 - The core point of the article is the announcement by the company, 英思特, regarding the internal adjustment of its financial and internal control audit firm for the year 2025 [2] - The signing registered accountant Zhang Linqing has been replaced by Li Zeyi, with the new signing registered accountants being Luan Yanpeng, Li Zeyi, and Yue Dongwei [2] - The project quality control reviewer remains unchanged despite the changes in the signing accountants [2]

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 ...

Group 1 - The core viewpoint of the news is that 英思特 (Instech) is experiencing fluctuations in its financing and stock performance, with significant changes in shareholder structure and financial results [1][2][3] Group 2 - As of January 19, 英思特's stock price decreased by 0.10%, with a trading volume of 102 million yuan. The financing buy-in amount was 12.57 million yuan, while the financing repayment was 14.92 million yuan, resulting in a net financing buy of -2.36 million yuan. The total financing and securities lending balance reached 22 million yuan, accounting for 4.88% of the circulating market value, which is above the 70th percentile of the past year [1] - By December 31, 英思特 had 17,600 shareholders, an increase of 16.68% from the previous period, with an average of 3,577 circulating shares per person, up by 85.76% [2] - For the period from January to September 2025, 英思特 reported operating revenue of 1.027 billion yuan, a year-on-year increase of 20.94%, while the net profit attributable to shareholders decreased by 10.90% to 123 million yuan [2] - 英思特 has distributed a total of 46.37 million yuan in dividends since its A-share listing. The top circulating shareholders include 嘉实中证稀土产业ETF (38,280 shares), 香港中央结算有限公司 (320,300 shares), and 南方中证1000ETF (320,000 shares), with notable changes in their holdings [3]

Group 1: Employee Incentives and Management - The company is actively discussing employee stock ownership and incentive plans to enhance employee motivation and attract talent, aligning with its "people-oriented" management philosophy [3] - The company aims to develop incentive plans that balance strategic goals with employee interests, ensuring mutual growth [3] Group 2: Financial Performance and Profitability - The gross margin for the first three quarters of 2025 is stable at 25%, influenced by raw material prices, market competition, and internal cost control [3] - The company plans to optimize supply chain management and enhance product competitiveness to maintain gross margin levels [3][4] Group 3: Raw Material Procurement and Price Control - The company employs a "cost-plus" pricing model to manage fluctuations in rare earth prices, ensuring stable supply through long-term agreements with various suppliers [4] - A procurement model based on "production-based ordering + demand forecasting" is utilized to maintain necessary safety stock and respond to market changes [4] Group 4: Market Strategy and Product Development - The company focuses on high-end, high-value products in the consumer electronics sector, aiming to deepen collaborations with key customers through technological innovation [4][5] - Plans include expanding into emerging fields and diversifying business structures by increasing R&D investments and forming cross-disciplinary teams [5] Group 5: Investor Relations Management - The company prioritizes investor relations, planning to enhance communication through regular performance briefings, investor meetings, and online platforms [5][6] - Efforts will be made to maintain long-term relationships with investors through feedback mechanisms and surveys to understand their needs [6]