横店东磁（002056.SZ）1月14日在投资者互动平台表示，机器人领域公司已有配套供应充电单元和 EMC滤波单元等产品，亦有在开发肘关节电机等其他产品。同时，公司产业基金的投资范围包括了新 能源汽车、机器人、人工智能及其相关产业链延伸和拟布局领域等，我们会通过基金投资一些与磁材有 上下游协同关系的项目。 （记者 王晓波） 每经AI快讯，有投资者在投资者互动平台提问：请问公司相关产品是否有应用在人形机器人？在智能 机器人高速发展的浪潮下，公司是否将人形机器人纳入产业基金的投资考量中？ ...

格隆汇1月14日丨横店东磁(002056.SZ)在互动平台表示，机器人领域公司已有配套供应充电单元和EMC 滤波单元等产品，亦有在开发肘关节电机等其他产品。同时，公司产业基金的投资范围包括了新能源汽 车、机器人、人工智能及其相关产业链延伸和拟布局领域等，我们会通过基金投资一些与磁材有上下游 协同关系的项目。 ...

格隆汇1月8日丨横店东磁(002056.SZ)在投资者互动平台表示，贱金属替代技术尚在测试中。无稀土产 品已小批量交货。 ...

Core Insights - In 2025, companies in the magnetic materials/devices sector are shifting their capital actions from mergers and acquisitions to more targeted factory and subsidiary setups, reflecting changes in end-user demand, customer collaboration, and supply chain security considerations [1][2][3] Group 1: Investment Logic - The investment and capacity layout of global magnetic materials/devices companies are accelerating around three strategic pillars: proximity to core markets, avoidance of trade barriers, and optimization of supply chains and costs [2] - Companies are establishing production bases or subsidiaries near major customers to achieve just-in-time supply and collaborative R&D, significantly reducing delivery times and logistics costs [2][3] - In response to changing trade environments, companies are adjusting their production and sales layouts based on regional tariff policies and origin rules, as seen with companies like Keliqi in Vietnam and Jingquan in the Philippines [2] Group 2: Shift from Production to Platform - Compared to downstream device companies, magnetic materials companies are focusing more on capital and organizational expansion rather than solely on new manufacturing capacity [4][5] - By establishing subsidiaries, industrial funds, or overseas platforms, these companies aim to enhance their reach in new materials, high-end applications, and international business while maintaining stability in their core operations [4][5] Group 3: Factory Establishment Trends - Magnetic components companies are increasingly intensifying their factory and subsidiary establishment activities, focusing on automotive electronics, overseas manufacturing bases, and intelligent production line construction [6][7] - Key projects include multiple industrial parks and R&D centers by companies like Shunluo Electronics, which are aimed at expanding production and R&D capabilities in automotive electronics [7][8] - The trend indicates a clear focus on three main industry trajectories: automotive electronics, overseas capacity layout, and high-end product R&D, reflecting a shift towards more refined and strategic factory establishment [8]

Core Insights - The company, Hengdian East Magnetic, reported a net profit of approximately 1.45 billion yuan for the first three quarters of 2025, reflecting a year-on-year increase of 56.8% [1] - The company's operating revenue for the same period reached approximately 17.56 billion yuan, showing a year-on-year growth of 29.31% [1] Financial Performance - Net profit for the first three quarters: 1.45 billion yuan, up 56.8% year-on-year [1] - Operating revenue for the first three quarters: 17.56 billion yuan, up 29.31% year-on-year [1]

Core Viewpoint - Hengdian East Magnetic (002056.SZ) reported significant growth in both revenue and net profit for Q3 2025, indicating strong operational performance and positive market conditions [1] Financial Performance - The company achieved a revenue of 5.626 billion yuan in Q3 2025, representing a year-on-year increase of 40.16% [1] - The net profit attributable to shareholders for Q3 2025 was 432 million yuan, showing a year-on-year growth of 51.98% [1] - For the first three quarters of 2025, the net profit attributable to shareholders reached 1.452 billion yuan, reflecting a year-on-year increase of 56.80% [1]

Group 1 - The company reported a revenue of 17.562 billion yuan for the first three quarters of 2025, representing a year-on-year increase of 29.31% [1] - The net profit attributable to shareholders of the listed company reached 1.452 billion yuan, showing a year-on-year growth of 56.80% [1]

Core Viewpoint - In the third quarter of 2025, Yingluohua (000795.SZ) reported a decline in both revenue and net profit compared to the previous year [1] Financial Performance - The company's operating revenue for the first three quarters was 2.727 billion yuan, representing a year-on-year decrease of 9.87% [1] - The net profit attributable to shareholders of the listed company was 201 million yuan, down 3.16% year-on-year [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 159 million yuan, reflecting a year-on-year decrease of 17.40% [1] - Basic earnings per share stood at 0.183 yuan [1]

Core Viewpoint - The company Jinli Permanent Magnet (06680) reported a revenue of 5.373 billion yuan for the first three quarters of 2025, reflecting a year-on-year growth of 7.16%, and a net profit attributable to shareholders of 515 million yuan, marking a significant increase of 161.81% [1] Revenue Breakdown - The sales revenue from the new energy vehicles and auto parts sector reached 2.615 billion yuan, with a corresponding sales volume growth of 23.46% [1] - The energy-saving variable frequency air conditioning sector generated sales revenue of 1.446 billion yuan, with a sales volume increase of 18.48% [1] - Overseas sales revenue amounted to 942 million yuan, accounting for 17.54% of total revenue, remaining stable compared to the same period last year [1] - Sales revenue from exports to the United States was 354 million yuan, representing 6.58% of total revenue, with a year-on-year growth of 43.92% [1] Market Conditions and Strategies - The prices of major rare earth raw materials showed an overall upward trend compared to the same period last year, prompting the company to adjust its raw material inventory strategy to mitigate price volatility risks [1] - The company has received strong recognition from domestic and international clients, further solidifying its operational stability and sustainability [1] - As of the date of the announcement, the company has a sufficient order backlog for the fourth quarter [1]

Core Viewpoint - The stock price of Hengdian East Magnetic has experienced significant movement, rising by 5.50% as of 14:19 today, with a trading volume of 82.6184 million shares and a transaction amount of 1.694 billion yuan, indicating strong market interest [2] Financial Performance - The latest earnings forecast from the company indicates an expected net profit of 1.39 billion to 1.53 billion yuan for the first three quarters, representing a year-on-year growth of 50.10% to 65.20% [2] Market Activity - Over the past five days, the main funds for Hengdian East Magnetic have shown a net inflow, totaling 69.2537 million yuan, despite a net outflow of 30.5684 million yuan on the previous trading day [2] - As of October 10, the margin trading balance for the stock is 758 million yuan, with a financing balance of 755.6 million yuan, reflecting an increase of 82.4641 million yuan over the past five days, which is a growth rate of 12.24% [2]