Core Viewpoint - Hengdian East Magnetic (002056) experienced a significant stock price increase, reaching a peak of 8.95% on August 21, following the release of its semi-annual report for 2025, which showed strong revenue and profit growth [1] Financial Performance - For the first half of 2025, the company reported an operating income of approximately 11.936 billion yuan, representing a year-on-year growth of 24.75% [1] - The net profit attributable to shareholders for the same period was approximately 1.02 billion yuan, reflecting a year-on-year increase of 58.94% [1]

Core Viewpoint - Hengdian East Magnetic (002056.SZ) reported its semi-annual results for 2025, highlighting significant institutional ownership and changes in public fund holdings [1][2]. Group 1: Institutional Ownership - As of August 20, 2025, 29 institutional investors held a total of 963 million shares of Hengdian East Magnetic, representing 59.20% of the company's total share capital [1]. - The top ten institutional investors collectively held 58.68% of the shares, with a decrease of 1.64 percentage points compared to the previous quarter [1]. Group 2: Public Fund Holdings - Three public funds increased their holdings, including Southern CSI 500 ETF, Xinyuan Digital Economy Mixed Fund A, and Industrial Bank CSI A500 Index Enhanced A, with an increase ratio of 0.12% [2]. - Two public funds reduced their holdings, namely GF High-end Manufacturing Stock A and Photovoltaic ETF, with a decrease ratio of 1.08% [2]. - A total of 19 new public funds disclosed their holdings, including E Fund Value Growth Mixed,招商量化精选股票发起式A, and others [2]. - Additionally, 19 public funds that were previously disclosed did not report again this quarter [2]. Group 3: Social Security Fund and Foreign Investment - One new social security fund disclosed its holdings in Hengdian East Magnetic, specifically the National Social Security Fund 502 Portfolio [3]. - One foreign fund, Hong Kong Central Clearing Limited, reduced its holdings slightly compared to the previous quarter [3].

Core Insights - The company, Hengdian East Magnetic, reported a revenue of 1,193,568.24 thousand yuan for the first half of 2025, representing a year-on-year growth of 24.75% [2] - The net profit attributable to shareholders of the listed company was 102,004.34 thousand yuan, showing a significant year-on-year increase of 58.94% [2] Financial Performance - Revenue for the first half of 2025: 1,193,568.24 thousand yuan, up 24.75% year-on-year [2] - Net profit for the same period: 102,004.34 thousand yuan, up 58.94% year-on-year [2]

Group 1 - The company reported a revenue of 11.936 billion yuan for the first half of 2025, representing a year-on-year growth of 24.75% [1] - The net profit attributable to shareholders of the listed company was 1.020 billion yuan, showing a year-on-year increase of 58.94% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 1.071 billion yuan, reflecting a year-on-year growth of 77.83% [1] Group 2 - The basic earnings per share were 0.64 yuan [1] - The company proposed a cash dividend of 3.8 yuan (including tax) for every 10 shares to all shareholders [1]

Group 1 - The company, Hengdian East Magnetic, announced a projected revenue of 11.936 billion yuan for the first half of 2025, representing a year-on-year growth of 24.75% [2] - The net profit attributable to shareholders is expected to be 1.02 billion yuan, reflecting a year-on-year increase of 58.94% [2] - The company plans to distribute a cash dividend of 3.8 yuan per 10 shares (including tax) to all shareholders, with no bonus shares issued [2]

风险提示：投资有风险，入市需谨慎。 公司最新公告显示，截至公告披露日，公司为下属公司提供担保总余额为4.19亿元，占公司最近一期经 审计净资产的4.16%。公司及下属公司不存在为合并报表范围外单位提供担保，也不存在逾期担保情 况。 横店东磁股价报15.76元，较前一交易日下跌0.40元，跌幅2.48%。当日成交额达7.39亿元，换手率为 2.87%。 横店东磁主营业务涵盖磁性材料、新能源电池、光伏组件等产品的研发、生产和销售。公司产品广泛应 用于消费电子、汽车电子、工业控制、新能源发电等领域。 ...

Core Viewpoint - The company, Hengdian East Magnetic, expects a significant increase in net profit for the first half of 2025, projecting a profit of 960 million to 1.05 billion yuan, which represents a growth of 49.6% to 63.6% compared to the same period last year [1] Financial Performance - The projected net profit attributable to shareholders for the first half of 2025 is between 960 million and 1.05 billion yuan, compared to 642 million yuan in the same period last year, indicating a substantial increase [1] - The net profit after deducting non-recurring gains and losses is expected to be between 1.02 billion and 1.11 billion yuan, up from 602 million yuan year-on-year, reflecting a growth of 69.4% to 84.3% [1] - The basic earnings per share are projected to be between 0.6 yuan and 0.66 yuan [1]