格隆汇7月31日丨天和磁材(603072.SH)公布，近日，公司取得了包头市稀土高新区工业和信息化局签发 的《项目备案告知书》，项目名称：12000吨磁材深加工及磁性材料组件项目。上述项目投资符合国家 及当地政府相关政策以及公司的战略发展规划，对公司中长期发展将产生积极影响。经审批通过后，公 司将采用谨慎和稳健的投资方式，对项目进行实施，不影响现有主营业务的正常开展，短期内不会对公 司财务状况及经营成果产生重大影响，不存在损害上市公司及全体股东利益的情形。 ...

Group 1 - The company, Tianhe Magnetic Materials (603072.SH), has recently obtained a project filing notice from the Baotou City Rare Earth High-tech Zone Industrial and Information Technology Bureau for a project named "12,000 tons of magnetic material deep processing and magnetic material components" [1] - The investment in the project aligns with national and local government policies as well as the company's strategic development plan, which is expected to have a positive impact on the company's long-term development [1] - Upon approval, the company will implement the project using a cautious and prudent investment approach, ensuring that it does not affect the normal operations of its existing main business and will not have a significant impact on the company's financial status and operating results in the short term [1]

Group 1 - The stock price of Zhongke Magnetic Materials closed at 63.05 yuan on July 30, down by 2.80 yuan, representing a decline of 4.25% [1] - The trading volume on that day was 84,651 lots, with a total transaction amount of 543 million yuan [1] - Zhongke Magnetic Materials primarily engages in the research and production of permanent magnetic materials, including sintered neodymium-iron-boron permanent magnetic materials and permanent ferrite magnets [1] Group 2 - The company has accumulated multiple core technologies through independent research and development, establishing a self-production system characterized by high-quality resource utilization and advanced process technology [1] - On July 30, the net outflow of main funds was 50.994 million yuan, accounting for 1.82% of the circulating market value [1]

Core Viewpoint - The company has focused on the research and production of permanent magnetic materials for many years, developing several mature core technologies through independent research and practical production experience [1] Group 1: Company Overview - The company has established an independent production system for sintered NdFeB permanent magnetic materials and permanent ferrite magnets [1] - The company possesses advanced technical characteristics, including high-quality resource utilization, high-level process technology, high-performance and high-consistency products, and efficient industrial management [1] Group 2: Competitive Advantage - The company's core competitiveness is detailed in the "Management Discussion and Analysis" section of its periodic reports [1]

Group 1 - The company is closely monitoring market opportunities in emerging fields such as robotics and low-altitude economy, actively promoting product development and market expansion to meet market demand [1] - Currently, the company has established cooperation with industry clients in the ultra-lightweight humanoid robotic arm sector, but has not yet achieved significant sales or revenue generation [1] - As of now, these developments have not had a major impact on the company's operating performance [1]

Core Viewpoint - The company emphasizes its long-term focus on the research and production of permanent magnetic materials, highlighting its accumulation of mature core technologies and advanced production systems in the industry [1] Group 1: Core Competencies - The company has developed a self-sufficient production system for sintered neodymium-iron-boron permanent magnetic materials and permanent ferrite magnets [1] - The company possesses high-quality resource utilization, advanced process technology, high-performance and consistent products, and efficient industrial management, which are characteristics of leading enterprises in the industry [1] - Detailed information regarding the company's core competitiveness can be found in the "Management Discussion and Analysis" section of its periodic reports [1]

Financial Performance Summary - The company reported total operating revenue of CNY 2,922,028,115.90, a decrease of 11.17% compared to the previous year [1] - Operating profit reached CNY 101,830,398.46, showing a significant increase of 245.89% year-on-year [1][2] - Total profit amounted to CNY 101,597,575.01, reflecting a growth of 244.05% compared to the same period last year [1][2] - The net profit attributable to shareholders was CNY 31,887,348.08, an increase of 136.23% year-on-year [1][2] - Basic earnings per share improved to CNY 0.0366, a rise of 161.51% compared to the previous year [1] Key Factors Influencing Performance - The significant increase in operating profit, total profit, and net profit is attributed to a reduction in asset impairment losses and an increase in exchange gains [2] - The company has implemented effective measures to optimize management, reduce costs, and enhance efficiency, contributing to stable operations and healthy development [1] Balance Sheet Highlights - Total assets decreased by 4.52% to CNY 9,888,642,827.23 compared to the previous year [1] - The equity attributable to shareholders remained stable, with no change in share capital at CNY 1,215,725,773.00 [1] - The net asset value per share slightly increased to CNY 5.37, up by 0.37% from the previous year [1]

本次员工持股计划拟减持公司股份，是其持有人依据《员工持股计划管理办法》的规定结合自身资金需 要提出的，员工持股计划的持有人中，公司实际控制人之子竺晓东先生将不参与本次股份减持计划，不 参与本次股份减持收益分配。 （文章来源：每日经济新闻） 宁波韵升股份有限公司—2020年员工持股计划于2025年4月29日至7月28日通过集中竞价减持100万股， 减持比例0.0910%；宁波韵升股份有限公司—2022年员工持股计划同期通过集中竞价减持134.4万股，减 持比例0.1223%。本次披露的减持时间区间届满。 宁波韵升（SH 600366，收盘价：12.78元）7月28日晚间发布公告称，本次减持计划实施前，公司持股 5%以下股东宁波韵升股份有限公司—2020年员工持股计划持有公司无限售条件流通股370万股，占公司 总股本的0.3364%；股东宁波韵升股份有限公司—2022年员工持股计划持有公司无限售条件流通股 283.81万股，占公司总股本的0.2580%。 截至本公告日，公司持股5%以下股东宁波韵升股份有限公司—2020年员工持股计划持有公司无限售条 件流通股270万股，占公司总股本的0.2457%；股东宁波韵升股 ...

宁波韵升（600366）公告，2020年员工持股计划于2025年4月29日至7月28日集中竞价减持100万股，减 持比例0.0910%，套现1039.31万元；2022年员工持股计划同期集中竞价减持134.4万股，减持比例 0.1223%，套现1301.51万元。减持完成后，两计划分别持股270万股和149.41万股，占总股本0.2457%和 0.1359%。 ...

Business Structure - The company operates in three main business segments: permanent magnet, soft magnet, and inductance. The permanent magnet ferrite segment has a production capacity of 50,000 tons and is a leading player in the industry, with applications in automotive, variable frequency appliances, and power tools [2][4]. - The soft magnet segment has established a production capacity of nearly 10,000 soft magnetic powder cores at the Anhui Jinzhai production base, with a factory in Thailand under construction [2][6]. - The inductance business, a recent focus, has successfully developed chip inductors and has entered the supply chains of leading industry clients [2][7]. Market Trends - The demand for permanent magnet ferrite is expected to continue growing due to its adaptability to technological advancements, cost advantages, and expanding application scenarios [3][4]. - The company maintains a high gross margin for permanent magnet ferrite products due to technological advantages, cost control, and a focus on high-end clients [4]. Regulatory Impact - The national export control policy on rare earths does not significantly impact the company's business, as the primary raw material for permanent magnet ferrite is iron oxide, which is not subject to these controls [5]. Future Development Plans - The company aims to enhance its soft magnet product applications in the automotive and variable frequency appliance sectors, focusing on power modules and charging stations for electric vehicles [6]. - Plans for international expansion include establishing localized production bases in Southeast Asia to optimize supply chain resilience and reduce trade barriers [6]. - The chip inductor business is positioned as a second growth curve, with a focus on high-precision and high-frequency products, targeting high-end markets such as AI servers and automotive electronics [7][8]. Strategic Advantages - The company's success in the chip inductor market is attributed to its material technology accumulation, strategic resource allocation, and ability to meet stringent performance standards set by leading automotive clients [8].