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） ...

格隆汇9月26日丨横店东磁(002056.SZ)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。 ...

格隆汇9月26日丨横店东磁(002056.SZ)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。 ...

分红方面，宁波韵升A股上市后累计派现18.02亿元。近三年，累计派现2.19亿元。 宁波韵升今年以来股价涨91.93%，近5个交易日跌2.23%，近20日跌19.14%，近60日涨33.37%。 今年以来宁波韵升已经6次登上龙虎榜，最近一次登上龙虎榜为8月11日，当日龙虎榜净买入-2.24亿 元；买入总计5.64亿元 ，占总成交额比12.00%；卖出总计7.88亿元 ，占总成交额比16.77%。 资料显示，宁波韵升股份有限公司位于浙江省宁波市鄞州区扬帆路1号，成立日期1994年6月30日，上市 日期2000年10月30日，公司主营业务涉及从事钕铁硼永磁材料的研发、制造和销售,为客户提供高端钕 铁硼磁性材料应用的解决方案,并致力于向下游的磁组件应用领域延伸,是全球领先的稀土永磁材料应用 方案供应商。主营业务收入构成为：钕铁硼88.37%，其他(补充)11.63%。 宁波韵升所属申万行业为：有色金属-金属新材料-磁性材料。所属概念板块包括：稀土永磁、低空经 济、中盘、创投、融资融券等。 截至6月30日，宁波韵升股东户数13.20万，较上期增加80.69%；人均流通股8051股，较上期减少 44.66%。2025年 ...

Company Overview - Shenzhen Placo New Materials Co., Ltd. is located in Nanshan District, Shenzhen, Guangdong Province, and was established on September 17, 2009. The company was listed on December 30, 2019. Its main business involves the research, production, and sales of metal soft magnetic powders, metal soft magnetic powder cores, and inductive components, providing high-performance soft magnetic materials and modular inductors for efficient, stable, energy-saving, and environmentally friendly operation of power electronic devices or systems [1]. Financial Performance - As of June 30, 2025, Placo New Materials achieved operating revenue of 861 million yuan, representing a year-on-year growth of 8.11%. The net profit attributable to the parent company was 191 million yuan, with a year-on-year increase of 3.28% [2]. - Since its A-share listing, the company has distributed a total of 174 million yuan in dividends, with 120 million yuan distributed over the past three years [3]. Stock Performance - On September 26, the stock price of Placo New Materials decreased by 2.02%, trading at 73.63 yuan per share, with a total market capitalization of 21.317 billion yuan. The stock has increased by 37.09% year-to-date, but has seen a decline of 3.69% over the last five trading days and a slight decrease of 0.43% over the last 20 days. However, it has risen by 64.50% over the past 60 days [1]. - The company has a total of 20,800 shareholders as of June 30, 2025, which is an increase of 3.76% from the previous period. The average number of circulating shares per person is 11,075, a decrease of 3.42% [2]. Shareholder Information - As of June 30, 2025, among the top ten circulating shareholders, Huaxia Industry Prosperity Mixed A (003567) is the third-largest shareholder with 4.6918 million shares, an increase of 300,000 shares from the previous period. Guotou Ruijin New Energy Mixed A (007689) is the tenth-largest shareholder with 2.1752 million shares, a decrease of 64,100 shares [3].

Core Viewpoint - Jinli Permanent Magnet (300748) indicated during institutional research that small batch deliveries of motor rotors and magnetic materials for humanoid robots are expected in the first half of 2025, positioning the robotics sector as a significant growth area for the company in the future [1] Company Summary - Jinli Permanent Magnet is focusing on the robotics industry as a key growth driver, with initial product deliveries anticipated in 2025 [1]

Financial Performance - In the first half of 2025, the company achieved operating revenue of 20.25 billion yuan, a year-on-year increase of 35.07% [2] - Main business revenue reached 3.226 billion yuan, with a year-on-year growth of 11.08% [2] - Net profit attributable to shareholders was 305 million yuan, reflecting a significant year-on-year increase of 154.81% [2] - Net profit excluding non-recurring gains and losses was 234 million yuan, up 588.18% year-on-year [2] Business Development - The company upgraded its R&D department to focus on the embodied robot motor rotor business, indicating a strategic shift towards high-performance neodymium-iron-boron materials [3] - Small batch deliveries of embodied robot motor rotors and magnetic materials were made in the first half of 2025, positioning this sector as a future growth point [3] Raw Material Procurement and Inventory - The company established large magnetic material factories in key production areas, with 70% of raw material procurement coming from strategic partnerships with major suppliers [4] - Raw material inventory reached 1.158 billion yuan, a 107.02% increase from the end of 2024 [4] Dividend Strategy - The company has consistently implemented cash dividends since its listing in 2018, with cumulative cash dividends exceeding 1.2 billion yuan, accounting for over 47% of the net profit attributable to shareholders [5] - For the first half of 2025, a cash dividend of 1.80 yuan per 10 shares is proposed, totaling approximately 247 million yuan, which represents 81% of the net profit for the period [5] Rare Earth Recycling Initiatives - The company holds a 51% stake in Yinhai New Materials, focusing on rare earth recycling, with an annual production capacity of 5,000 tons of rare earth products [6] - In the first half of 2025, Yinhai New Materials reported operating revenue of 78.89 million yuan and a net profit of 13.59 million yuan [7] Capacity Expansion - The company’s actual production capacity for magnetic materials in 2024 was 3.2 million tons, with plans for further expansion [8] - The "Annual Production of High-Performance Rare Earth Permanent Magnet Green Intelligent Manufacturing Project" is under construction, aiming for completion by 2027 [8]

Group 1 - China Communications Signal (中国通号) won four significant railway projects with a total bid amount of approximately 1.36 billion yuan, accounting for about 4.19% of the company's audited revenue for 2024 [1] - China Railway (中国中铁) secured 11 major engineering projects with a total bid price of approximately 50.215 billion yuan, representing about 4.34% of the company's audited revenue for 2024 [2] - China Merchants Energy (招商轮船) received two new ships, including a 175,000 cubic meter LNG carrier and an 82,000-ton bulk carrier, expanding its fleet to 27 LNG vessels and 103 bulk carriers [3][4] Group 2 - North Medical (北大医药) obtained a drug registration certificate for Apremilast tablets, used for treating moderate to severe plaque psoriasis in adults [5] - Jihong Co. (吉宏股份) projected a net profit increase of 55%-65% year-on-year for the first three quarters of 2025, estimating a profit of 209 million to 222 million yuan [6] - Dongjie Intelligent (东杰智能) signed a framework agreement with a Malaysian construction company for an automated warehousing project valued at approximately 3.387 billion yuan [9] Group 3 - New Link Electronics (新联电子) won a procurement project from the State Grid with a total bid amount of 55.7756 million yuan [10] - Macro Construction (宏润建设) is expected to be awarded an EPC project with a bid price of 1.36 billion yuan [12] - Huakang Clean (华康洁净) secured a project for medical purification engineering with a bid price of 136 million yuan [22] Group 4 - New Nuo Wei (新诺威) received approval for clinical trials of its monoclonal antibody injection for Alzheimer's disease [23] - Changgao Electric (长高电新) won multiple procurement projects from the State Grid with a total bid amount of 313 million yuan, accounting for 17.77% of the company's audited revenue for 2024 [24] - Tian Shili (天士力) received approval for clinical trials of TSL2109 capsules for late-stage solid tumors [25] Group 5 - China Giant (中国巨石) announced a share buyback plan to repurchase 30 million to 40 million shares at a price not exceeding 22 yuan per share [48] - Dalong Real Estate (大龙地产) is in the process of acquiring a 60% stake in Beijing Chengzhu Real Estate Company [50]