近日，英思特在接受机构调研时表示，公司产品主要通过国内保税区和内销渠道交付，不涉及直接对美出口，因此当前美对华加征关税政策未对业务造成直 接影响。目前越南工厂生产经营正常，该工厂于2024年通过供应链认证后已具备量产规模，近期订单量显著增加，公司正同步加大海外客户开发力度，以巩 固全球化布局。 展望未来，英思特计划持续深耕消费电子市场，同时拓展汽车、电机及机器人等应用领域，把握人工智能与能源转型的产业机遇。通过整合国内外资源与技 术创新，公司致力于在多元赛道中实现协同增长。 （校对/黄仁贵） 关于越南工厂建设进展，英思特指出，该工厂于2023年设立，主要服务于拓展海外消费电子客户群体，目前产能可根据订单需求灵活调整，经营状况良好。 此举进一步强化了公司应对区域贸易风险的供应链韧性。 针对机器人领域，英思特透露其磁性材料已进入人形机器人电机客户送样阶段。相关产品需满足高剩磁、耐高温等性能要求，并通过严格的质量管理体系认 证。公司认为，国内人形机器人产业正处于技术突破向量产过渡的关键期，未来将受益于供应链技术升级和市场需求释放。 在国产消费电子品牌配套方面，英思特已成功进入多家国内外知名消费电子终端品牌的供应链， ...

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 3、问：公司越南工厂建设情况？ 答：越南工厂于 2023 年设立并于 2024 年通过相关供应商 供应链认证，公司建设越南工厂主要原因是开发更多的其他海 外知名消费电子客户，目前生产经营良好，产能根据订单需求 及时进行调整。 4、问：机器人领域对于磁材技术认证要求？公司在人形 机器人这方面的进展如何？ 答：机器人领域磁材的认证及相关技术要求同电机类似， 根据终端不同应用场景，其要求也不尽相同。一般来说，产品 需满足材料性能如高剩磁、高矫顽力、耐高温、耐腐蚀等，同 时还要拥有严格的质量管理体系，产品需经过多次实验才能应 用到最终机型上。公司在机器人领域已经建立相关课题，拥有 了一定的技术储备和材料研究经验，目前已给人形机器人电机 的客户送样。由于人形机器人市场化是一个逐步推进的过程， 受到技术成熟度、生产成本、市场需求等多重因素影响，当前 人形机器人在国内的发展正处于从技术突破向规模化量产过 渡的关键阶段，相信未来随着供应链上下游技术水平不断提 升，伴随其他配套产品技术的发展进步，人形机器人的产量也 会逐渐释放。 ...

证券代码：301622 证券简称：英思特 公告编号：2025-010 一、重要提示 所有董事均已出席了审议本报告的董事会会议。 容诚会计师事务所（特殊普通合伙）对本年度公司财务报告的审计意见为：标准的无保留意见。 本报告期会计师事务所变更情况：公司本年度会计师事务所由变更为容诚会计师事务所（特殊普通合 伙）。 非标准审计意见提示 □适用 √不适用 公司上市时未盈利且目前未实现盈利 □适用 √不适用 董事会审议的报告期利润分配预案或公积金转增股本预案 √适用 □不适用 公司经本次董事会审议通过的利润分配预案为：以115,931,880股为基数，向全体股东每10股派发现金红 利1.20元（含税），送红股0股（含税），以资本公积金向全体股东每10股转增0股。 本年度报告摘要来自年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规划，投资者 应当到证监会指定媒体仔细阅读年度报告全文。 董事会决议通过的本报告期优先股利润分配预案 □适用 √不适用 二、公司基本情况 1、公司简介 ■ 2、报告期主要业务或产品简介 （1）主营业务及其产品情况 公司是一家主要从事稀土永磁材料应用器件研发、生产和销售的高新技术企业。 ...

| 代码 | 简称 | 每股收益 | 净利润（万 | 净利润同比 | 营业收入（万 | 营业收入同比 | | --- | --- | --- | --- | --- | --- | --- | | | | （元） | 元） | （%） | 元） | （%） | | 002395 | 双象股 | 1.7599 | 47201.57 | 754.84 | 228961.08 | 51.55 | | | 份 | | | | | | | 003015 | 日久光 电 | 0.2500 | 6747.42 | 506.90 | 58305.47 | 22.00 | | 600827 | 百联股 份 | 0.8800 | 156743.80 | 292.73 | 2767474.84 | -9.32 | | 300218 | 安利股 | 0.9082 | 19419.09 | 174.19 | 240278.61 | 20.12 | | | 份 | | | | | | | 300831 | 派瑞股 份 | 0.1774 | 5677.52 | 157.84 | 19180.84 | 64.14 | | 002001 | ...

Group 1: Fund Companies and Investment Trends - Multiple fund companies in China have announced share buybacks amid market volatility, with over 10 companies making such announcements this year, totaling more than 1.2 billion yuan in buybacks [1][1] - The scale of insurance funds participating in long-term stock investment trials has increased from 50 billion yuan to 162 billion yuan, with the number of participating insurance companies rising from 2 to 8 [1][1] Group 2: Economic Concerns - Ray Dalio, founder of Bridgewater Associates, expressed concerns about the U.S. economy potentially facing a situation worse than recession due to mismanagement of tariffs and economic issues by the current government [1][1] - Dalio highlighted that the current monetary order is collapsing, and significant changes in domestic and international order are occurring, reminiscent of the 1930s [1][1] Group 3: Corporate Developments - Merck's nine-valent HPV vaccine has been approved for male use in China, marking it as the first and only nine-valent HPV vaccine approved for both genders in the country [2][2] - Nezha Auto dealers have gathered to demand compensation and a response from the company regarding operational losses and unpaid rebates [2][2] - Xiaomi's subsidiary has received approval from the Shanghai Stock Exchange to issue bonds not exceeding 20 billion yuan, aimed at repaying debts and funding projects [2][2] Group 4: Financial Performance Reports - YS Technology reported a 24.45% increase in revenue to 1.185 billion yuan and a 28.15% increase in net profit to 177 million yuan for 2024, proposing a cash dividend of 1.20 yuan per 10 shares [7][7] - Rihou Optoelectronics achieved a remarkable 506.9% increase in net profit to 67.47 million yuan for 2024, with a proposed cash dividend of 2.00 yuan per 10 shares [8][8] - Rutong Co. reported a modest 0.91% increase in net profit to 9.598 million yuan for 2024, also proposing a cash dividend of 2.00 yuan per 10 shares [9][9] Group 5: Market Overview - The stock market experienced a slight rebound with major indices rising, and over 4,500 stocks increased in value, marking five consecutive trading days with over a hundred stocks hitting the daily limit [10][10]

Group 1 - Company Instech reported a net profit of 177 million yuan for 2024, a year-on-year increase of 28.15%, with a proposed cash dividend of 1.20 yuan per 10 shares [1] - Instech achieved an operating revenue of 1.185 billion yuan in 2024, representing a year-on-year growth of 24.45% [1] - The company specializes in the research, production, and sales of rare earth permanent magnet materials and applications [2] Group 2 - Company Junda reported a net loss of 106 million yuan for Q1 2025, transitioning from profit to loss, with a year-on-year revenue decline of 49.52% [3] - Junda's operating revenue for Q1 2025 was 1.875 billion yuan [3] - The company focuses on the research, production, and sales of photovoltaic cell products [4] Group 3 - Company Annada reported a net loss of 10.26 million yuan for Q1 2025, with a year-on-year revenue increase of 1.44% [5] - Annada's operating revenue for Q1 2025 was 473 million yuan [5] - The company specializes in titanium dioxide and iron phosphate products [6] Group 4 - Company Jiuzhou Pharmaceutical reported a net profit of 250 million yuan for Q1 2025, a year-on-year increase of 5.68% [7] - Jiuzhou's operating revenue for Q1 2025 was 1.49 billion yuan, reflecting a year-on-year growth of 0.98% [7] - The company provides custom research and production services for pharmaceutical companies and research institutions [8] Group 5 - Company Yitong Century won a 1.48 billion yuan contract for a 5G comprehensive maintenance project with Guangdong Unicom [9] - The project will enhance the company's business volume and expansion in Guangdong [9] - Yitong Century specializes in communication network technology services and solutions [10] Group 6 - Company Rijiu Optoelectronics reported a net profit of 67.47 million yuan for 2024, a year-on-year increase of 506.9%, with a proposed cash dividend of 2.00 yuan per 10 shares [10] - Rijiu's operating revenue for 2024 was 583 million yuan, representing a year-on-year growth of 22% [10] - The company focuses on the research, production, and sales of touch display application materials [11] Group 7 - Company Ruotong reported a net profit of 95.98 million yuan for 2024, a year-on-year increase of 0.91%, with a proposed cash dividend of 2.00 yuan per 10 shares [12] - Ruotong's operating revenue for 2024 was 408 million yuan, reflecting a year-on-year growth of 7.54% [12] - The company specializes in drilling and completion equipment for oil and gas [13] Group 8 - Company Shuangxiang reported a net profit of 472 million yuan for 2024, a year-on-year increase of 754.84%, with a proposed cash dividend of 1.50 yuan per 10 shares [14] - Shuangxiang's operating revenue for 2024 was 2.29 billion yuan, representing a year-on-year growth of 51.55% [14] - The company focuses on synthetic leather and optical-grade PMMA products [15] Group 9 - Company Xinfang Pharmaceutical reported a net profit of 101 million yuan for 2024, a year-on-year decrease of 64.70%, with a proposed cash dividend of 0.30 yuan per 10 shares [16] - Xinfang's operating revenue for 2024 was 6.032 billion yuan, reflecting a year-on-year decline of 6.63% [16] - The company is involved in medical services, pharmaceutical distribution, and manufacturing [17] Group 10 - Company Dongxing Medical reported a net profit of 97.42 million yuan for 2024, a year-on-year increase of 0.21%, with a proposed cash dividend of 6.00 yuan per 10 shares [18] - Dongxing's operating revenue for 2024 was 435 million yuan, reflecting a year-on-year growth of 0.40% [18] - The company specializes in surgical medical devices [19] Group 11 - Company Wuzhou Special Paper reported a net profit of 64.68 million yuan for Q1 2025, a year-on-year decrease of 51.56%, with an operating revenue of 1.989 billion yuan [20] - Wuzhou's operating revenue for Q1 2025 increased by 15.21% [20] - The company focuses on the research, production, and sales of mechanism paper and pulp [21] Group 12 - Company Jinrui Mining expects a net profit of 15.28 million yuan for Q1 2025, a year-on-year increase of 617.40% [22] - The company specializes in the production and sales of strontium salt products [23] Group 13 - Company Youyan New Materials expects a net profit of 60 million to 75 million yuan for Q1 2025, a year-on-year increase of 13076% to 16370% [24] - The company focuses on electronic films, precious metal materials, and rare earth materials [25] Group 14 - Company Guoli expects a net profit of 11 million to 13 million yuan for Q1 2025, a year-on-year increase of 164.38% to 212.45% [26] - The company specializes in urban infrastructure design, construction, and investment [27] Group 15 - Company Shenzhen Airport reported a passenger throughput of 5.5422 million in March, a year-on-year increase of 8.70% [28] - The airport's cargo throughput was 171,900 tons, reflecting a year-on-year growth of 14.51% [28] - The company is involved in aviation and related non-aviation businesses [29] Group 16 - Company Shenghui Integration reported an order balance of 2.117 billion yuan as of March 31, 2025, a year-on-year increase of 11.89% [30] - The company provides cleanroom engineering and electromechanical engineering services [31] Group 17 - Company Chengyi Pharmaceutical received a drug registration certificate for Mercaptopurine tablets [32] - The drug is applicable for various diseases including choriocarcinoma and acute lymphoblastic leukemia [32] Group 18 - Company Enhua Pharmaceutical initiated Phase I clinical trials for NH280105 capsules, targeting Alzheimer's disease [33] - The trial aims to assess the safety and pharmacokinetics of the drug [33] Group 19 - Company Lingang Steel proposed a share buyback of 50 million to 100 million yuan [34] - The company specializes in the production and development of metallurgical products [35] Group 20 - Company Fujia plans to repurchase shares worth 15 million to 30 million yuan [36] - The company focuses on smart cleaning appliances and key components [37] Group 21 - Company Mould Technology received a project designation letter for exterior parts from a luxury car client, with an estimated total sales of 2.07 billion yuan [38] - The project is expected to start mass production in April 2027 [38] Group 22 - Company Longxin General expects a net profit of 4.55 billion to 5.30 billion yuan for Q1 2025, a year-on-year increase of 76.65% to 105.77% [39] - The company specializes in motorcycles, engines, and general machinery products [40] Group 23 - Company Dongfang Securities reported a net profit of 1.436 billion yuan for Q1 2025, a year-on-year increase of 62.08% [41] - The company focuses on investment management and securities trading [42] Group 24 - Company Yalian Machinery plans to use up to 800 million yuan of idle funds for low-risk financial products [43] - The company specializes in the production of engineered wood production lines and equipment [44] Group 25 - Company Guanghua Technology reported a net loss of 205 million yuan for 2024, with total revenue of 2.589 billion yuan [45] - The company focuses on PCB chemicals and lithium battery materials [46] Group 26 - Company Boya Biotechnology plans to publicly transfer 80% of its subsidiary's equity for 213 million yuan [47] - The transaction aims to optimize resource allocation focusing on blood products [48] Group 27 - Company Darui Electronics plans to repurchase shares worth 30 million to 50 million yuan [49] - The company specializes in customized components and automation equipment [50] Group 28 - Company Hongying Intelligent plans to repurchase shares worth 30 million to 40 million yuan [51] - The company focuses on smart control products and assemblies [52] Group 29 - Company Guangku Technology announced a change in the upper shareholding structure of its controlling shareholder [53] - The operational activities of the company will not be materially affected [54] Group 30 - Company Dingjie Smart's application for convertible bond issuance has been accepted by the Shenzhen Stock Exchange [55] - The company provides digital and intelligent solutions for various industries [56]

英思特（301622）公告，2024年营业收入11.85亿元，同比增长24.45%。归属于上市公司股东的净利润 1.77亿元，同比增长28.15%。基本每股收益2.04元/股，同比增长28.30%。公司拟向全体股东每10股派发 现金红利1.2元(含税)，送红股0股(含税)，以资本公积金向全体股东每10股转增0股。 ...

Group 1: Market Movements - The magnetic materials sector experienced significant movement, with companies like Tianhe Magnetic Materials (603072) hitting the daily limit, and others such as Jinli Permanent Magnet (300748) and Zhongke Magnetic Industry (301141) also seeing gains, driven by the integration of new materials and artificial intelligence [1] - A strategic cooperation agreement was signed between Jingtai Technology and Fangda Carbon (600516) to focus on innovation in carbon new materials, leveraging AI as a core driver [1] - Beijing's "AI + New Materials" innovation development action plan aims to enhance innovation capabilities by 2027, including the development of new material products empowered by AI [1] Group 2: Industry Chain Overview - The AI + new materials industry chain consists of three main segments: upstream basic research and algorithm development, midstream smart laboratory construction and automation equipment manufacturing, and downstream applications in sectors like new energy and pharmaceuticals [2] - Companies are enhancing R&D efficiency through AI technology, reducing the traditional R&D cycle from 18 months to approximately 12 months [2] Group 3: Active Sectors - The AI industrial sector is witnessing deep integration with industrial processes, with companies like Dongtu Technology (300353) and Saiyi Information (300687) actively engaging in smart manufacturing to improve production efficiency [3] - The new materials sector includes companies like Qicai Chemical (300758) and Dongmu Co. (600114), which are leveraging AI to accelerate innovation in material development [3] - The new industrialization sector is represented by companies like Dongtu Technology and Lihexing (301013), which are advancing digital transformation in manufacturing [3] Group 4: Notable Companies - Hengdian East Magnetic (002056) produces magnetic materials with applications in AI and robotics, including high-performance sintered NdFeB permanent magnetic materials suitable for humanoid robot joints [4] - Zhongke Sanhuan (000970) is a leading producer of rare earth permanent magnetic materials, expected to benefit from the growing demand for high-performance NdFeB materials in the robotics sector [4] - Zhenghai Magnetic Materials is a leading company in high-performance NdFeB materials, with products well-suited for humanoid robot applications [4] - Yingluohua (000795) is active in the rare earth permanent magnet sector, with its products expected to see increased applications in robotics due to AI advancements [4] - Feirongda (300602) provides thermal modules and electromagnetic shielding materials, which are in higher demand due to the AI industry's requirements for computing infrastructure [5] - Zhongshi Technology (300684) produces EMI shielding materials and power filter products, which are expected to see growth due to increased demand from AI server-related equipment [6]

Investment Rating - The report indicates a strong investment trend in the automotive sector, particularly in the areas of intelligent driving and humanoid robots, suggesting a bullish outlook on the ROBO+ sector [3]. Core Insights - The report highlights the launch of Geely's "Qianli Haohan" intelligent driving system, which supports L3 level autonomous driving, emphasizing the integration of AI and driving technology [1][8]. - Uber and Waymo have initiated their partnership by launching Robotaxi services in Austin, marking a significant step in autonomous ride-hailing [1][9]. - The report identifies "embodied intelligence" as a key focus area, with humanoid robots expected to become a major growth sector alongside electric vehicles over the next 5 to 20 years [2][16]. Summary by Sections Intelligent Driving - Geely's "Qianli Haohan" system aims to enhance the safety and usability of intelligent driving through advanced AI capabilities [1][8]. - Uber's collaboration with Waymo is set to provide autonomous ride-hailing services, reflecting the competitive landscape in the autonomous vehicle market [1][9]. - Hyundai has partnered with Avride to develop autonomous ride-hailing services using the Ioniq 5 model, indicating a growing trend in the deployment of autonomous vehicles [1][10]. - The supply chain for intelligent driving is expected to see explosive growth, particularly in high-performance chips, lidar, and optical components [3]. Robotics - The report notes that humanoid robots are gaining attention during the Two Sessions, with government initiatives aimed at fostering future industries, including embodied intelligence [2][16]. - The "Humanoid Robot Standardization White Paper" has been released, outlining the current state and future direction of standardization in the humanoid robot sector [2][24][25]. - The establishment of the Chengdu Robotics Industry Association aims to promote high-quality development in the robotics sector, indicating a collaborative effort to enhance the industry [2][26]. - The report emphasizes the importance of humanoid robots in various applications, with significant potential for market growth and technological advancements [2][16]. Investment Recommendations - The report suggests focusing on the ROBO+ sector, particularly in intelligent driving and humanoid robots, as these areas are expected to reshape the automotive industry [3]. - Key players in the supply chain, including Horizon Robotics in chips and leading companies in lidar and optical components, are highlighted as potential investment opportunities [3]. - The report encourages investment in companies that demonstrate strong capabilities across the five competitive factors in the automotive sector [3].