证券日报网讯英洛华（000795）10月23日发布公告，在公司回答调研者提问时表示，公司一直在持续关 注和紧跟机器人行业的发展趋势，更聚焦于未来的商业化批量落地，并做好人才、技术和产品储备。公 司磁材产品已有向下游人形机器人用电机客户送样和小批量试制；电机和减速器产品目前有少量应用于 工业机器人，在人形机器人领域进行了模组产品储备，但仍在业务落地推进过程中。 ...

数据显示，广发基金旗下1只基金位居横店东磁十大流通股东。广发高端制造股票A（004997）二季度 减持1756.56万股，持有股数1132.01万股，占流通股的比例为0.7%。根据测算，今日浮盈赚取约1177.29 万元。 广发高端制造股票A（004997）成立日期2017年9月1日，最新规模44.64亿。今年以来收益12.78%，同 类排名3456/4220；近一年亏损2.95%，同类排名3787/3855；成立以来收益45.6%。 广发高端制造股票A（004997）基金经理为郑澄然。 10月13日，横店东磁涨5.1%，截至发稿，报21.42元/股，成交17.22亿元，换手率5.16%，总市值348.44 亿元。 截至发稿，郑澄然累计任职时间5年148天，现任基金资产总规模135.23亿元，任职期间最佳基金回报 58.24%， 任职期间最差基金回报-49.65%。 资料显示，横店集团东磁股份有限公司位于浙江省东阳市横店华夏大道233号东磁大厦，成立日期1999 年3月30日，上市日期2006年8月2日，公司主营业务涉及永磁铁氧体、软磁铁氧体、其他磁性材料(永磁 烧结料粉和永磁粘结料粉)及电池、太阳能光伏产品 ...

经济观察网 横店东磁10月12日晚间公告，预计前三季实现归母净利润13.9亿元—15.3亿元，同比增长 50.1%—65.2%。 ...

Core Viewpoint - Hengdian East Magnetic achieved a net profit attributable to shareholders of 1.02 billion yuan in H1 2025, representing a year-on-year increase of 58.94% [1] - The company’s Q2 2025 net profit reached 562 million yuan, with a remarkable year-on-year growth of 94.80% [1] Group 1: Financial Performance - The company’s strategic focus is on strengthening its magnetic materials business and developing new energy [1] - The magnetic materials segment is experiencing steady growth, while new products like copper sheet inductors are expected to create new growth points [1] - Despite the backdrop of overcapacity in the photovoltaic sector, the company maintains high growth in shipment volume and continuous improvement in profitability [1] Group 2: Market Outlook - Due to the impact of U.S. tariffs on the company’s production capacity in Indonesia, the profit forecasts for 2025 and 2026 have been slightly adjusted downwards [1] - The projected net profits attributable to shareholders for 2025, 2026, and 2027 are 2.0 billion, 2.29 billion, and 2.55 billion yuan respectively, with corresponding price-to-earnings ratios of 16.9, 14.8, and 13.2 times [1] - The company maintains a "buy" rating despite the adjustments in profit forecasts [1]

Group 1 - The company has been supplying charging units and EMC filter units to robot customers and plans to advance the development of more new products and targeted project collaborations [1] - Currently, there are no plans for acquiring related companies [1]

Group 1 - The company, Hengdian East Magnetic (002056.SZ), has announced its supply of charging units and EMC filter units to robot clients, indicating a focus on the robotics sector [1] - The company plans to advance the development of more new products and engage in targeted project collaborations in the future [1] - Currently, there are no plans for acquiring related companies [1]

Company Overview - Hengdian East Magnetic Co., Ltd. is located in Dongyang, Zhejiang Province, established on March 30, 1999, and listed on August 2, 2006 [1] - The company specializes in the production and sales of permanent ferrite, soft ferrite, other magnetic materials, batteries, and solar photovoltaic products [1] - The revenue composition is as follows: photovoltaic products 67.47%, magnetic materials 16.24%, lithium batteries 10.77%, devices 3.62%, and others 1.89% [1] Stock Performance - On September 26, Hengdian East Magnetic's stock rose by 5.19%, reaching a price of 19.46 yuan per share, with a trading volume of 830 million yuan and a turnover rate of 2.71% [1] - The total market capitalization of the company is 31.656 billion yuan [1] Shareholder Information - Among the top ten circulating shareholders, one fund from GF Fund is notable: GF High-end Manufacturing Stock A (004997) [2] - In the second quarter, GF High-end Manufacturing Stock A reduced its holdings by 17.5656 million shares, retaining 11.3201 million shares, which accounts for 0.7% of the circulating shares [2] - The estimated floating profit from this transaction is approximately 10.8673 million yuan [2] Fund Performance - GF High-end Manufacturing Stock A was established on September 1, 2017, with a current scale of 4.464 billion yuan [2] - Year-to-date return is 11.05%, ranking 3494 out of 4220 in its category; the one-year return is 19.26%, ranking 3379 out of 3824; and since inception, the return is 43.37% [2]

Core Viewpoint - Hengdian East Magnetic announced its 2025 semi-annual profit distribution plan, indicating a cash dividend of 3.80 yuan per 10 shares for eligible shareholders [1] Summary by Relevant Sections - **Dividend Distribution**: The company will distribute a cash dividend of 3.80 yuan (including tax) for every 10 shares held, based on a total share capital of 1,601,336,496 shares after excluding 25,375,578 shares held in the repurchase account [1] - **Key Dates**: The record date for the dividend distribution is set for September 29, 2025, and the ex-dividend date is September 30, 2025 [1]

Group 1 - The company Hengdian East Magnetic (002056) announced on September 23 that it will implement a dividend distribution within two months after the first extraordinary general meeting of shareholders in 2025 [1]

Core Viewpoint - The financial performance of Hengdian East Magnetic (002056) shows significant growth in revenue and net profit for the first half of 2025, indicating strong market expansion and operational efficiency [1][5]. Financial Performance Summary - Total revenue reached 11.936 billion, a year-on-year increase of 24.75% [1] - Net profit attributable to shareholders was 1.02 billion, up 58.94% year-on-year [1] - In Q2 alone, total revenue was 6.713 billion, reflecting a 25.87% increase year-on-year, while net profit for the quarter was 562 million, a remarkable 94.8% increase [1] - Gross margin improved by 19.52% year-on-year, reaching 18.12%, while net margin increased by 65.63% to 11.01% [1] Cost and Expense Analysis - Operating costs rose by 19.83%, in line with revenue growth [2] - Sales expenses increased by 29.54% due to a rise in sales personnel and related market expansion costs [2] - Total expenses (sales, management, and financial) amounted to 129 million, constituting only 1.08% of revenue, a decrease of 70.17% year-on-year [1] Cash Flow and Investment Insights - Net cash flow from operating activities increased by 26.46%, driven by improved operational performance and better working capital management [4] - Net cash flow from investing activities rose by 32.12%, attributed to increased net inflows from time deposits [4] - Net cash flow from financing activities surged by 65.77%, due to reduced short-term borrowings and lower payments for equipment financing [4] Tax and Other Financial Metrics - Income tax expenses saw a significant increase of 264.6%, reflecting fluctuations in taxable income [3] - R&D expenditures decreased by 41.8%, indicating variability in project funding and timelines [3] - The company reported a substantial increase in other income by 85.07%, primarily due to enhanced VAT deductions [4] Shareholder and Market Position - The return on invested capital (ROIC) for the previous year was 14.58%, indicating strong capital efficiency [6] - The company has maintained a healthy cash position, enhancing its debt repayment capacity [7] - Analysts project a net profit of 1.919 billion for 2025, with an average earnings per share estimate of 1.18 [8] Fund Holdings - Notable funds holding shares in Hengdian East Magnetic include E Fund Value Growth Mixed and others, indicating growing institutional interest [9]