Group 1: Fuda Alloy Acquisition - Fuda Alloy announced a major asset purchase to acquire 52.61% of Zhejiang Guangda Electronic Technology Co., Ltd. for a transaction price of 352 million yuan, making Guangda a subsidiary [1][2] - This acquisition follows the termination of a previous 15.5 billion yuan acquisition of Sanmenxia Aluminum Industry, indicating a renewed focus on significant asset restructuring [2] - The valuation of Guangda shows a book value of 24.7 million yuan and an assessed value of 67 million yuan, resulting in an appreciation rate of 171.38% [2] Group 2: Yachuang Electronics Acquisition - Yachuang Electronics plans to acquire 40% of Shenzhen Ouchuang Semiconductor Co., Ltd. and 45% of Shenzhen Yihai Nengda Co., Ltd. through a combination of cash and stock issuance, with the stock price set at 30.68 yuan per share [3][4] - The transaction prices are set at 200 million yuan for Ouchuang and 117 million yuan for Yihai Nengda, which will become wholly-owned subsidiaries post-acquisition [3] - This move aims to enhance control over the acquired companies, improving operational efficiency and core competitiveness in the electronic components distribution and IC design sectors [3] Group 3: Galaxy Magnet Acquisition - Galaxy Magnet intends to acquire 100% of Sichuan Jingsheng Longtai Technology Co., Ltd. through stock issuance, with the share price set at 23.15 yuan [4] - The acquisition will expand Galaxy Magnet's product offerings in magnetic materials, particularly in the automotive sector, enhancing market share and resilience against market risks [4] - The stable raw material prices for permanent ferrite products are expected to provide more certainty in operations, compensating for declining overseas market demand [4]

Core Viewpoint - Two A-share listed companies, Yachuang Electronics and Yinhe Magnetic, have announced significant acquisition plans to enhance their market positions and operational efficiencies through strategic investments in semiconductor and magnetic materials sectors [1][6]. Group 1: Yachuang Electronics Acquisition - Yachuang Electronics plans to acquire 40% of Ouchuang Semiconductor and 45% of Yihai Nengda through a combination of stock issuance and cash payment, with a total estimated transaction value of approximately 3.17 billion yuan [1][3]. - The acquisition price for Ouchuang is tentatively set at 200 million yuan, with 172 million yuan in stock and 27.84 million yuan in cash, while Yihai Nengda's price is set at 117 million yuan, with 79.59 million yuan in stock and 37.41 million yuan in cash [3][6]. - The funds raised will be used for cash payments, transaction taxes, construction of projects, and to supplement working capital, with a maximum of 25% allocated for working capital [3][6]. Group 2: Business Profiles of Acquired Companies - Ouchuang Semiconductor specializes in analog chip design and has a strong market presence in automotive lighting and LED driver applications, with significant market share and brand recognition [4][5]. - Yihai Nengda operates as a distributor and solution provider in the electronic components industry, covering various sectors including communications, automotive, and consumer electronics, and has established long-term partnerships with leading global manufacturers [4][5]. Group 3: Financial Performance and Strategic Benefits - Post-acquisition, Yachuang Electronics will enhance its control over Ouchuang and Yihai Nengda, improving operational efficiency and competitive advantage in the electronic components and analog chip design markets [5][6]. - Ouchuang's projected revenues for 2023 and 2024 are approximately 85.24 million yuan and 118.26 million yuan, with net profits of 22.82 million yuan and 46.31 million yuan, while Yihai Nengda's revenues are expected to be 441.03 million yuan and 517.75 million yuan, with net profits of 22.76 million yuan and 29.06 million yuan [6].

九月下旬，一条重磅消息引发热议——美国似乎在破解稀土困局上取得了关键突破，而领衔这项颠覆性 技术的，竟是一位华裔科学家！ 据称，他们已成功研发出完全不需要稀土的永磁材料。 消息一出，舆论瞬间沸腾，所有人都在追问同一个问题： 难道美国从此就能高枕无忧，彻底摆脱被"卡脖子"的风险了吗？ 美国要摆脱稀土依赖？ 问题的核心在于全球供应链的分布：目前全球超过90%的高性能稀土永磁体都产自中国，不仅仅是成品 生产，就连稀土矿石的精炼加工这个关键环节，也主要掌握在中国手中。 即便是美国本土开采的稀土矿石，大部分也需要运到中国进行精炼处理，因为他们缺乏相应的技术和产 能，这种局面让美国一直如坐针毡，特别担心供应链突然中断会影响其工业和国防安全，所以这些年一 直在寻找替代方案。 可别小看铁和氮这两种普通元素，与稀缺的稀土相比，它们不仅储量丰富，而且成本大幅降低。 更令人惊喜的是其理论性能，据研究数据显示，这种氮化铁磁铁的磁性能可能达到现有顶级稀土钕铁硼 磁铁的两倍以上，其最大磁能积理论值可达130兆高奥。 首先要搞清楚为什么"稀土永磁体"这么重要。 你可能平时没太留意，但咱们日常生活中处处都有它的影子——从汽车的电动机、家电里 ...

截至上述交易预案签署日，标的公司的审计、评估工作尚未完成，此次交易标的资产交易价格尚未确 定。鉴于标的资产的审计、评估工作尚未完成，此次交易暂未签订明确的业绩承诺及补偿协议。 京都龙泰成立于2011年12月，注册资金9464.72万元。京都龙泰主要从事永磁铁氧体材料的研发、生产 和销售，产品主要应用于汽车座椅电机、EPB电机、ETC电机等。同时还应用于电动工具、智能家居、 家用电器等领域。目前，已配套全球多家知名汽车品牌电机用磁性材料。 银河磁体（300127）停牌谜底揭晓，拟以4.5亿元价格，购买四川京都龙泰科技有限公司100%股权，同 时拟向特定对象发行股份募集配套资金。公司股票将于9月29日复牌。 交易草案显示，银河磁体拟通过发行股份及支付现金方式，购买四川京都龙泰科技有限公司100%股 权，同时拟向特定对象发行股份募集配套资金。经交易各方初步协商，本次交易标的预估值为人民币 4.5亿元左右。 银河磁体称，此次交易完成后，上市公司将进一步扩充磁性材料的产品品种，汽车领域的产品市场份额 将进一步扩大，形成优势互补丰富产品品种，抵抗市场风险的能力将进一步增强。 另外，银河磁体还表示，标的公司主营业务为永磁铁 ...

此外，上市公司拟向不超过35名符合条件的特定投资者，以询价方式发行股份募集配套资金，募集配套 资金的发行股份数量不超过本次发行股份及支付现金购买资产完成后公司总股本的30%，募集配套资金 总额不超过本次交易中以发行股份方式购买资产的支付对价的100%。 公告显示，标的公司主营业务为永磁铁氧体产品的研发、生产和销售。标的公司生产的永磁铁氧体材料 主要应用于直流电机，主要应用领域为汽车行业。交易完成后，上市公司将进一步扩充磁性材料的产品 品种，汽车领域的产品市场份额将进一步扩大，形成优势互补丰富产品品种，抵抗市场风险的能力将进 一步增强。 银河磁体（300127）(300127.SZ)披露发行股份及支付现金购买资产并募集配套资金预案，公司拟通过 发行股份及支付现金的方式向华强睿哲、唐明星、徐刚、福州启赋、华强睿华、龙泰聚力、龙泰众锦、 成都衡通、北京合享、新余启赋、舟山亚商、嘉兴启赋、成都鸿合、长沙启赋14名交易对方购买其合计 持有的京都龙泰100%股权。交易完成后，上市公司将持有京都龙泰100%的股权。本次发行股份作为支 付对价购买资产的股份发行价格确定为23.15元/股。 ...

公告显示，标的公司主营业务为永磁铁氧体产品的研发、生产和销售。标的公司生产的永磁铁氧体材料 主要应用于直流电机，主要应用领域为汽车行业。交易完成后，上市公司将进一步扩充磁性材料的产品 品种，汽车领域的产品市场份额将进一步扩大，形成优势互补丰富产品品种，抵抗市场风险的能力将进 一步增强。 智通财经APP讯，银河磁体(300127.SZ)披露发行股份及支付现金购买资产并募集配套资金预案，公司拟 通过发行股份及支付现金的方式向华强睿哲、唐明星、徐刚、福州启赋、华强睿华、龙泰聚力、龙泰众 锦、成都衡通、北京合享、新余启赋、舟山亚商、嘉兴启赋、成都鸿合、长沙启赋14名交易对方购买其 合计持有的京都龙泰100%股权。交易完成后，上市公司将持有京都龙泰100%的股权。本次发行股份作 为支付对价购买资产的股份发行价格确定为23.15元/股。 此外，上市公司拟向不超过35名符合条件的特定投资者，以询价方式发行股份募集配套资金，募集配套 资金的发行股份数量不超过本次发行股份及支付现金购买资产完成后公司总股本的30%，募集配套资金 总额不超过本次交易中以发行股份方式购买资产的支付对价的100%。 ...

京都龙泰生产的永磁铁氧体材料主要应用于直流电机，主要应用领域为汽车行业。此次交易完成后，公 司将进一步扩充磁性材料的产品品种，汽车领域的产品市场份额将进一步扩大。经申请，公司证券9月 29日复牌。 人民财讯9月26日电，银河磁体（300127）9月26日公告，公司拟通过发行股份及支付现金的方式向华强 睿哲、唐明星、徐刚、福州启赋等14名交易对方购买其合计持有的四川京都龙泰科技有限公司(简称"京 都龙泰")100%股权，并募集配套资金。京都龙泰100%股权的预估值为4.5亿元左右。 ...

Group 1 - The company, Galaxy Magnetics (300127.SZ), plans to acquire 100% equity of Kyoto Longtai through a combination of issuing shares and cash payments to 14 counterparties [1] - The share price for the asset acquisition is set at 23.15 yuan per share [1] - The acquisition aims to enhance the company's product variety in magnetic materials, particularly in the automotive sector, where the demand for permanent ferrite materials is growing [1] Group 2 - The target company's permanent ferrite materials are primarily used in DC motors, with a significant application in the automotive industry [1] - Following the completion of the transaction, the company expects to increase its market share in the automotive product segment [1] - The company's securities will resume trading on September 29, 2025 [1]

来源：问董秘 免责声明：本信息由新浪财经从公开信息中摘录，不构成任何投资建议；新浪财经不保证数据的准确 性，内容仅供参考。 董秘回答(横店东磁SZ002056)： 您好，公司有直接或间接给多家新能源汽车厂商、部分头部服务器电源PSU客户供应磁性材料，感谢关 注。 查看更多董秘问答>> 投资者提问： 请问公司产品是否供应给特斯拉或英伟达？ ...

每经AI快讯，有投资者在投资者互动平台提问：请问公司产品是否供应给特斯拉或英伟达？ 横店东磁（002056.SZ）9月26日在投资者互动平台表示，公司有直接或间接给多家新能源汽车厂商、部 分头部服务器电源PSU客户供应磁性材料。 （文章来源：每日经济新闻） ...