Financial Performance - The company reported a revenue of RMB 500 million for the first half of 2025, representing a 20% increase compared to the same period in 2024[1]. - The company has set a revenue guidance of RMB 1.2 billion for the full year 2025, which reflects a 25% year-over-year growth expectation[1]. - The company's operating revenue for the reporting period was approximately ¥592.07 million, representing a year-on-year increase of 22.39% compared to ¥483.75 million in the same period last year[20]. - The net profit attributable to shareholders was approximately ¥76.98 million, up 38.32% from ¥55.66 million in the previous year[20]. - The total comprehensive income for the period was ¥75,539,478.38, compared to ¥56,005,282.27, reflecting an increase of approximately 34.9% year-over-year[177]. - The company reported a total profit of ¥85,883,427.38, compared to ¥62,060,349.19, reflecting an increase of approximately 38.3% year-over-year[176]. - The company reported a net profit distribution of 372 million, with a profit allocation of 2.0 million to shareholders[188]. User Growth and Market Expansion - User data indicates a growth in customer base by 15%, reaching a total of 1.2 million active users[1]. - The company plans to expand its market presence in Southeast Asia, targeting a 30% increase in sales from this region by the end of 2025[1]. - The company reported a significant increase in user data, with a 29% growth in active users compared to the last reporting period[188]. Product Development and Innovation - New product development includes the launch of a high-efficiency magnetic material, projected to increase market share by 10% in the next year[1]. - The company is leveraging its magnetic circuit design technology to optimize product performance for smart terminal devices, responding quickly to customer needs[32]. - The company has initiated new product development strategies aimed at expanding its market share in the rare earth materials sector[191]. - The company plans to enhance its research and development efforts, focusing on innovative technologies to improve production efficiency[191]. Research and Development - Research and development expenses increased by 15%, totaling RMB 75 million, to support innovation initiatives[1]. - Research and development expenses amounted to ¥32,649,829.90, accounting for 5.51% of total revenue, with an increase of 8.89% from ¥29,985,492.84 in the previous year[64]. - The company plans to invest 1.4 billion in research and development for new technologies in the upcoming year[188]. Strategic Initiatives - A strategic acquisition of a local competitor is in progress, expected to enhance production capacity by 40%[1]. - The company is exploring potential mergers and acquisitions to enhance its market position and diversify its product offerings[188]. - The company has established a complete industrial chain from the production of sintered NdFeB to finished single magnets and magnetic component devices[51]. Financial Management and Cash Flow - The net cash flow from operating activities decreased by 32.84% to approximately ¥49.49 million, down from ¥73.69 million in the same period last year[20]. - The company reported a significant increase in financial expenses, with a reduction of 65.92% in net financial expenses to -¥1,846,101.41, attributed to a decrease in foreign exchange losses[64]. - The company has a cash management strategy for temporarily idle funds, which has generated an interest income of 11.49 million CNY[82]. Risks and Challenges - The company faces risks related to raw material price fluctuations, which could impact profit margins if not managed effectively[1]. - The company is exposed to exchange rate fluctuations, particularly as a large portion of revenue is in USD[97]. - The company faces risks from fluctuations in raw material prices, particularly praseodymium and neodymium, which significantly impact product costs[93]. Corporate Governance and Social Responsibility - The company ensures compliance with laws and regulations, maintaining a governance structure that includes shareholders, the board of directors, and supervisory committees[109]. - The company actively engages in corporate social responsibility, focusing on education support, environmental protection, and care for vulnerable groups[122]. - The company achieved zero fatalities and serious injuries in production safety, with a 100% rectification rate for safety hazards during the reporting period[120]. Shareholder Information - The company issued 28,982,970 shares in its initial public offering (IPO), bringing the total share capital to 115,931,880 shares[150]. - Major shareholders include Zhou Baoping with 17,025,669 shares and Fei Weimin with 13,797,139 shares, both of which are subject to lock-up until December 4, 2027[152]. - The total number of ordinary shareholders at the end of the reporting period is 24,256[156].

核查意见 华泰联合证券有限责任公司 关于包头市英思特稀磁新材料股份有限公司 使用部分闲置募集资金临时补充流动资金的核查意见 华泰联合证券有限责任公司（以下简称"华泰联合证券"或"保荐人"）作 为包头市英思特稀磁新材料股份有限公司（以下简称"英思特"或"公司"）首 次公开发行股票并在创业板上市持续督导阶段的保荐人，根据《证券发行上市保 荐业务管理办法》《上市公司募集资金监管规则》《深圳证券交易所创业板股票上 市规则》《深圳证券交易所上市公司自律监管指引第 2 号——创业板上市公司规 范运作》及《深圳证券交易所上市公司自律监管指引第 13 号——保荐业务》等 有关规定，对英思特拟使用部分闲置募集资金临时补充流动资金的相关事项进行 了核查，具体核查情况如下： 一、募集资金的基本情况 经中国证券监督管理委员会《关于同意包头市英思特稀磁新材料股份有限公 司首次公开发行股票注册的批复》（证监许可〔2024〕1376 号）核准，英思特 向社会公开发行人民币普通股（A 股）2,898.297 万股，发行价格为每股 22.36 元， 募集资金总额为人民币 64,805.92 万元，扣除发行费用 7,747.67 万元后，实际募 ...

华泰联合证券有限责任公司 关于包头市英思特稀磁新材料股份有限公司 2025 年上半年持续督导跟踪报告 | 保荐人名称：华泰联合证券有限责任公司 | 被保荐公司简称：英思特 | | --- | --- | | 保荐代表人姓名：周子宜 | 联系电话：0755-8190 2000 | | 保荐代表人姓名：易桂涛 | 联系电话：0755-8190 2000 | 一、保荐工作概述 | 项目 | 工作内容 | | --- | --- | | 1.公司信息披露审阅情况 | | | | 是，已对英思特从 年 月 日至 月 2025 1 1 6 30 | | （1）是否及时审阅公司信息披露文件 | 日披露的定期报告和临时报告等各类信息披 | | | 露文件及时进行了审阅 | | （2）未及时审阅公司信息披露文件的次数 | 0 次 | | 2．督导公司建立健全并有效执行规章制度的情况 | | | （1）是否督导公司建立健全规章制度（包括 | 是，已督导公司建立健全防止关联方资金占用 | | 但不限于防止关联方占用公司资源的制度、 | 的制度、募集资金管理制度、关联交易管理制 | | 募集资金管理制度、内控制度、内部审计制 | 度 ...

Group 1 - The core stock price of YS Technology as of August 21, 2025, is 90.25 CNY, reflecting a decrease of 1.70 CNY or 1.85% from the previous trading day [1] - The stock opened at 91.74 CNY, reached a high of 93.81 CNY, and a low of 89.75 CNY, with a trading volume of 46,107 lots and a total transaction amount of 421 million CNY [1] - YS Technology specializes in the research, production, and sales of rare earth permanent magnet materials and related products, with applications in new energy and energy-saving environmental protection sectors [1] Group 2 - As a high-tech enterprise in Inner Mongolia, YS Technology has a certain level of technological accumulation and market advantage in the field of rare earth permanent magnet materials [1] - On August 21, 2025, the net outflow of main funds for YS Technology was 55.56 million CNY, with a cumulative net outflow of 84.83 million CNY over the past five trading days [1] - Notably, around 9:35 AM on the same day, YS Technology's stock price experienced a rapid rebound, increasing by over 2% within five minutes, reaching a peak of 93 CNY [1]

（一）公司基本情况 全称：包头市英思特稀磁新材料股份有限公司 简称：英思特 代码：301622.SZ IPO申报日期：2022年9月20日 上市日期：2024年12月4日 上市板块：深证创业板 所属行业：计算机、通信和其他电子设备制造业 IPO保荐机构：华泰联合证券 保荐代表人：周子宜、易桂涛 IPO承销商：华泰联合证券 （2）监管处罚情况：不扣分 （3）舆论监督：不扣分 （4）上市周期： IPO律师：国浩律师（北京）事务所 IPO审计机构：蓉诚会计师事务所（特殊普通合伙） （二）执业评价情况 （1）信披情况： 被要求结合相关情况分析废料收入确认是否真实、完整；被要求在招股说明书中进一步完善原材料价格 波动重大风险提示。 （9）发行市盈率 英思特的发行市盈率为21.63倍，行业均数41.07倍，公司是行业均值的52.67%。 （10）实际募资比例 预计募资6.83亿元，实际募资6.48亿元，实际募集金额缩水5.16%。 2024年度已上市A股企业从申报到上市的平均天数为629.45天，英思特的上市周期是806天，高于整体均 值。 （5）是否多次申报：不属于，不扣分。 （6）发行费用及发行费用率 英思特的承销及 ...

金融界消息 截至2025年8月19日收盘，英思特（301622）报收于91.28元，上涨0.8%，换手率21.44%， 成交量6.22万手，成交金额5.72亿元。 来源：金融界 英思特最新一期业绩显示，截至2025一季报，公司营业总收入2.63亿元、同比增长11.42%，归属净利润 4098.63万元，同比增长109.05%，扣非净利润3317.26万元，同比增长69.25%，流动比率2.763、速动比 率2.202、资产负债率27.71%。 天眼查商业履历信息显示，包头市英思特稀磁新材料股份有限公司，成立于2011年，位于包头市，是一 家以从事金属制品业为主的企业。企业注册资本11593.188万人民币，实缴资本8694.891万人民币。公司 法定代表人为周保平。 通过天眼查大数据分析，包头市英思特稀磁新材料股份有限公司共对外投资了6家企业，参与招投标项 目317次，知识产权方面有商标信息26条，专利信息458条，此外企业还拥有行政许可50个。 资金流向方面，今日主力资金净流出1566.91万元，占比成交额2.74%。其中，超大单净流出521.71万 元、占成交额0.91%，大单净流出1045.20万元、占 ...

Group 1 - The company, Instech (301622), responded to investor inquiries on August 15, indicating that some collaborations with clients involve commercial confidentiality agreements [1] - The company emphasizes its strict adherence to the "Management Measures for Information Disclosure of Listed Companies" and exchange regulations [1] - The company insists on fulfilling its information disclosure obligations under compliance while addressing investor concerns regarding collaboration matters [1]

英思特股价报84.60元，较前一交易日下跌3.00元。当日开盘价为86.86元，最高触及87.90元，最低下探 至84.60元，成交量为44890手，成交金额达3.86亿元。 英思特属于电子元件行业，主营业务为稀土永磁材料的研发、生产和销售。公司位于内蒙古自治区，是 西部地区重要的稀土永磁材料生产企业。 公司8月14日在投资者互动平台表示，其研发的MIM钕铁硼制备工艺技术能够突破传统工艺在产品形状 上的限制，可大批量生产复杂形状金属零件。该技术已获得发明专利授权，公司正在积极开发实现量产 的其他核心技术。 8月14日主力资金净流出6199.14万元，占流通市值的2.53%。近五个交易日累计净流出16095.51万元， 占流通市值的6.56%。 风险提示：股市有风险，投资需谨慎。 ...

Core Viewpoint - The company has developed a patented MIM injection molding process for neodymium iron boron magnets, which addresses limitations of traditional metal powder molding techniques and enhances production efficiency and material utilization [2]. Group 1: Technology and Innovation - The MIM technology allows for the mass production of complex-shaped metal parts, significantly improving material utilization and achieving high precision and consistency in products [2]. - The invention aims to reduce carbon content in MIM neodymium iron boron magnets, addressing issues related to low magnetic performance, low yield rates, and production efficiency [2]. - The company is actively developing and reserving other core technologies to achieve mass production of MIM neodymium iron boron magnetic devices [2].

Core Viewpoint - The company has developed a new MIM (Metal Injection Molding) technology for NdFeB (Neodymium Iron Boron) magnets that overcomes traditional limitations in product shape and enhances production efficiency and material utilization [1] Group 1 - The MIM technology allows for the mass production of complex-shaped metal parts, significantly improving material utilization and achieving high precision and consistency in products [1] - The invention aims to reduce carbon content in MIM NdFeB magnets, addressing issues related to low magnetic performance, low yield rates, and low production efficiency [1] - The company is actively developing and reserving other core technologies to enable mass production of MIM NdFeB magnetic devices [1]