Core Viewpoint - New Lai Fu plans to issue shares and pay cash to acquire 100% equity of Jin Nan Magnetic Materials, with a share issuance price of 33.98 yuan per share, which will account for 21% of the total share capital post-transaction, excluding the impact of fundraising [1] Company Overview - New Lai Fu's actual controller remains Mr. Wang Xiaoming [1] - Jin Nan Magnetic Materials focuses on neodymium iron boron, soft magnet, and robotics, forming a synergy of products, capacity, and customers [1] Business Operations - Jin Nan Magnetic Materials supplies oil-containing bearings in bulk to the top five micro-motor manufacturers globally and provides gearboxes to leading domestic sweeping robot manufacturers [1] - New Lai Fu has recently developed ultra-fine soft magnetic powder targeting high-frequency scenarios above 1MHz (such as chip inductors), with initial performance evaluations comparable to similar high-end products, opening new fields in electric control for new energy vehicles, 5G base stations, AI servers, and supercomputing [1] Future Prospects - High-performance samarium iron nitrogen powder is expected to achieve mass production by 2025, with costs 30% lower than neodymium iron boron; it offers temperature stability suitable for new energy vehicles and smart home applications, along with excellent corrosion resistance for use in liquid cooling systems, water pumps, and oil pumps [1] - The investment rating is maintained at "Buy" [1]

编辑 杨娟娟 新京报贝壳财经讯 10月12日，横店东磁发布2025年前三季度业绩预告，预计归属于上市公司股东的净 利润为13.90亿元-15.30亿元，比上年同期增长50.1%-65.2%。报告期内，磁材产业龙头地位稳固，新能 源汽车、AI服务器等新兴领域新品出货高速增长，运营效率提升；光伏产业强化差异化战略，高功率 产品推动海内外市场出货增长，成本管控有效；锂电产业聚焦小动力市场，保持稳定品质与高稼动率。 ...

华商新趋势优选混合（166301）基金经理为童立。 10月13日，龙磁科技涨5.14%，截至发稿，报69.39元/股，成交5.61亿元，换手率10.16%，总市值82.75 亿元。 资料显示，安徽龙磁科技股份有限公司位于安徽省合肥市政务区南二环路3818号天鹅湖万达广场1号楼 23层，成立日期1998年1月19日，上市日期2020年5月25日，公司主营业务涉及从事永磁铁氧体新型功能 材料的研发、生产和销售。主营业务收入构成为：磁性材料85.54%，换向器及其他9.93%，微型逆变器 及配件4.37%，租赁0.16%。 从龙磁科技十大流通股东角度 数据显示，华商基金旗下1只基金位居龙磁科技十大流通股东。华商新趋势优选混合（166301）二季度 新进十大流通股东，持有股数110万股，占流通股的比例为1.34%。根据测算，今日浮盈赚取约372.9万 元。 华商新趋势优选混合（166301）成立日期2012年9月6日，最新规模44.69亿。今年以来收益42.34%，同 类排名1711/8234；近一年收益38.59%，同类排名1914/8083；成立以来收益1260.1%。 截至发稿，童立累计任职时间9年187天，现 ...

Core Viewpoint - The company, Hengdian East Magnetic, is expected to achieve significant growth in net profit for the first three quarters of the year, driven by strong performance across its business segments, particularly in magnetic materials, photovoltaic, and lithium battery industries [1][2]. Business Segment Analysis Magnetic Materials - The company maintains a leading position in the magnetic materials industry, with increasing market share in the home appliance and automotive sectors. New products in electric vehicle charging systems and AI server power supplies are experiencing rapid growth in shipments [1]. - The overall shipment of magnetic materials reached approximately 107,000 tons in the first half of the year, with a notable improvement in product structure and average selling price [2]. Photovoltaic Industry - Hengdian East Magnetic has adopted a differentiated strategy in the photovoltaic sector, enhancing product capabilities through R&D and process optimization. The company has established strategic inventory to mitigate the impact of rising silicon prices [2]. - The company anticipates continued support for component profitability in the second half of the year, despite uncertainties in domestic installation pace and pricing adjustments [3]. Lithium Battery Sector - The company focuses on high operational efficiency and market share growth in the lithium battery sector, with a stable increase in the market share of its main products. The demand for high-power batteries in applications like BBU is expected to grow significantly in the coming years [3].

北京商报讯（记者 马换换 王蔓蕾）10月12日晚间，横店东磁（002056）发布2025年前三季度业绩预告 显示，公司预计前三季度实现归属净利润约为13.9亿—15.3亿元，同比增长50.1%—65.2%。 对于业绩变动原因，横店东磁表示，磁材产业方面，公司在家电和汽车领域市占率持续提升。同时，公 司横向拓展和纵向延伸布局的多个磁材新品，在新能源汽车的车载充电机OBC、充电桩充电模块、热 管理系统，AI服务器用PSU电源、二次模块电源、芯片电感等领域出货高速增长；并通过组织变革和数 智化推进，进一步提升了运营效率和盈利能力。 光伏产业方面，强化差异化战略，通过持续的研发投入、技改投资和工艺优化，适时推出超高功率产 品，进一步提升了产品力；因地制宜布局产能和营销网络，使得海内外优质市场的出货量同比有较好提 升；同时，通过前瞻性的供应链布局，有效管理了成本的波动。锂电产业方面，持续保障了产品的品质 稳定；聚焦小动力多领域应用市场，在高稼动率下，保持了较好的市场拓展。 ...

人民财讯10月12日电，横店东磁（002056）10月12日披露业绩预告，公司前三季度预计实现归属于上市 公司股东的净利润13.9亿元—15.3亿元，同比增长50.1%—65.2%。磁材产业上，公司龙头地位稳固，在 家电和汽车领域市占率持续提升。同时，公司横向拓展和纵向延伸布局的多个磁材新品；并通过组织变 革和数智化推进，进一步提升了运营效率和盈利能力。光伏产业上，强化差异化战略，通过持续的研发 投入、技改投资和工艺优化，适时推出超高功率产品，进一步提升了产品力。 ...

（文章来源：每日经济新闻） 每经AI快讯，10月12日，横店东磁(002056.SZ)发布2025年前三季度业绩预告，预计归属于上市公司股 东的净利润为13.90亿元~15.30亿元，比上年同期增长50.1%~65.2%。报告期内，磁材产业龙头地位稳 固，新能源汽车、AI服务器等新兴领域新品出货高速增长，运营效率提升；光伏产业强化差异化战 略，高功率产品推动海内外市场出货增长，成本管控有效；锂电产业聚焦小动力市场，保持稳定品质与 高稼动率。 ...

格隆汇10月12日丨横店东磁(002056.SZ)公告，2025年前三季度业绩预告，预计归属于上市公司股东的 净利润为13.90亿元-15.30亿元，比上年同期增长50.1%-65.2%。业绩变动原因： 磁材产业：龙头地位稳固，在家电和汽车领域市占率持续提升。同时，公司横向拓展和纵向延伸布局的 多个磁材新品，在新能源汽车的车载充电机OBC、充电桩充电模块、热管理系统，AI服务器用PSU电 源、二次模块电源、芯片电感等领域出货高速增长；并通过组织变革和数智化推进，进一步提升了运营 效率和盈利能力。 光伏产业：强化差异化战略，通过持续的研发投入、技改投资和工艺优化，适时推出超高功率产品，进 一步提升了产品力；因地制宜布局产能和营销网络，使得海内外优质市场的出货量同比有较好提升；同 时，通过前瞻性的供应链布局，有效管理了成本的波动。 锂电产业：通过标准化和精细化管理，持续保障了产品的品质稳定；聚焦小动力多领域应用市场，在高 稼动率下，保持了较好的市场拓展。综上，公司2025年1-9月的经营业绩较去年同期实现了较大幅度的 增长。 ...

Group 1: New Lai Fu's Major Asset Restructuring - New Lai Fu (301323) has released a draft report for a major asset restructuring, proposing to acquire 100% equity of Jin Nan Magnetic Materials for a transaction price of 1.054 billion yuan, with 90% paid in shares and 10% in cash [1] - The acquisition is expected to enhance industrial synergy, particularly in micro-nano powder materials and functional composite materials, complementing Jin Nan's core technologies in micro-motor components [1] - The transaction will allow New Lai Fu to leverage Jin Nan's capabilities in permanent and soft magnetic materials, creating a competitive advantage in both civilian and industrial sectors [1] Group 2: New Lai Fu's Product Development - New Lai Fu's self-developed ultra-fine soft magnetic powder targets high-frequency applications above 1 MHz, with initial performance evaluations showing competitiveness with similar high-end products [2] - The integration of this ultra-fine soft magnetic powder with Jin Nan's existing production technology is expected to accelerate the commercialization of New Lai Fu's products and expand Jin Nan's market reach in high-frequency sectors [2] - New Lai Fu reported a revenue of 451 million yuan in the first half of the year, an increase of 8.27% year-on-year, while net profit attributable to shareholders decreased by 8.94% to 67 million yuan [2] Group 3: Autonomous Driving Testing in Shenzhen - Shenzhen's transportation authority has proposed a draft to support fully unmanned vehicle testing, allowing companies to conduct road tests and demonstrations in complex scenarios [3] - The draft lowers the application threshold for unmanned vehicle testing, increasing the number of vehicles allowed for initial applications and prioritizing unmanned cargo testing [3] - The regulations aim to simplify the application process for companies and encourage the development of autonomous driving technologies [3] Group 4: Growth of Autonomous Driving Sector - The autonomous driving testing landscape is expanding, with recent launches of fully unmanned taxi services in Shanghai and a new L4 autonomous driving route in Shenzhen [4] - Industry reports suggest that the regulatory framework for L3 autonomous driving is progressing, with a clear path for standardization and implementation expected between 2025 and 2027 [4] - This period is seen as a critical window for industry players to position themselves in the autonomous driving market [4] Group 5: Performance of Autonomous Driving Stocks - Over 100 stocks related to autonomous driving in the A-share market have seen an average increase of 29.28% this year, with six stocks doubling in price [5][6] - Chip Origin Technology has the highest stock price increase at 254.78%, focusing on high-performance automotive ADAS chips and advanced chip design solutions [6] - 49 autonomous driving concept stocks have been investigated by foreign institutions this year, indicating strong interest and potential investment in the sector [6]

天眼查App显示，近日，湖北省万磁科技有限公司成立，法定代表人为余斌，注册资本5万人民币，经 营范围为一般项目：磁性材料生产，磁性材料销售，电子专用材料研发，新材料技术研发，电子专用材 料销售，合成材料销售，货物进出口，大数据服务，网络技术服务，信息技术咨询服务。（除许可业务 外，可自主依法经营法律法规非禁止或限制的项目）。 ...