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 ...

光伏ETF（515790）基金经理为李茜、李沐阳。 截至发稿，李茜累计任职时间5年345天，现任基金资产总规模393.51亿元，任职期间最佳基金回报 89.32%， 任职期间最差基金回报-18.35%。 李沐阳累计任职时间4年282天，现任基金资产总规模212.73亿元，任职期间最佳基金回报137.86%， 任 职期间最差基金回报-42.62%。 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。 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、太阳能光伏产品的生产和销售。主营业务收入构成为：光伏产品 67.47%，磁性材料16.24%，锂电池10.77%，器件3.62%，其他(含其他业务收入)1.89%。 从横店东磁十大流通股东角度 数据显示，华泰柏瑞基金旗下1只基金位居横店东磁十大流通股东。光伏ETF（515790）二季度减持 3.98万股，持有股 ...

10月9日，中科磁业涨5.25%，截至发稿，报63.78元/股，成交2.68亿元，换手率9.58%，总市值79.11亿 元。 资料显示，浙江中科磁业股份有限公司位于浙江省东阳市横店镇工业园区红兴三路9号，成立日期2010 年3月22日，上市日期2023年4月3日，公司主营业务涉及永磁材料的研发、生产和销售。主营业务收入 构成为：钕铁硼永磁材料及器件49.42%，永磁铁氧体44.68%，其他5.90%。 嘉实中证稀土产业ETF（516150）成立日期2021年3月9日，最新规模24.27亿。今年以来收益70.81%， 同类排名144/4221；近一年收益76.96%，同类排名207/3848；成立以来收益75.7%。 嘉实中证稀土产业ETF（516150）基金经理为田光远。 截至发稿，田光远累计任职时间4年216天，现任基金资产总规模443.23亿元，任职期间最佳基金回报 157.04%， 任职期间最差基金回报-46.65%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 ...

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 - Longmag Technology (300835) is focusing on expanding its production capacity and enhancing its product offerings in the permanent magnet ferrite market, while also making significant strides in chip inductors to meet growing demand in various applications. Group 1: Permanent Magnet Ferrite Market - The competition in the permanent magnet ferrite market is characterized by multi-level differentiation and regional concentration, with Japan's TDK and Hitachi Metals focusing on high-end markets while China remains the largest producer [2] - Longmag aims to enhance its permanent magnet capacity to 60,000 tons through domestic upgrades and overseas expansion, particularly targeting automotive and variable frequency home appliance applications [2] Group 2: Vietnam Production Base - The Vietnam permanent magnet factory has completed upgrades, increasing its capacity to 12,000 tons, and is experiencing high demand due to supply constraints from rare earth policies [3] - The Vietnam base is expected to be a significant contributor to the company's revenue growth moving forward [3] Group 3: Chip Inductor Development - Chip inductors are positioned to benefit from the increasing demand for computing power, with significant technical barriers in product testing and supply chain management [4] - The company is focusing on product development and customer expansion, with new projects expected to launch next year as market demand grows [4][5] Group 4: Value Contribution of Chip Inductors - Chip inductors currently account for approximately 20% of the value in power modules, with expectations to rise to around 30% as power requirements increase [5] - The company is investing in TLVR inductors, which offer higher performance and profitability compared to traditional inductors, with strong customer demand anticipated [6] Group 5: Financial Performance - Longmag reported a revenue of 591 million yuan for the first half of 2025, a year-on-year increase of 6.36%, with a net profit of 85.25 million yuan, up 31.82% [7] - The company’s second-quarter performance showed a revenue of 335 million yuan, a 10.69% increase year-on-year, and a net profit of 56.78 million yuan, reflecting a 67.53% increase [7]

Group 1: Market Overview and Production Capacity - The competition in the permanent magnet ferrite market is characterized by multi-level differentiation, regional concentration, and technology-driven dynamics. Japan's TDK and Hitachi Metals focus on the high-end market with limited capacity utilization, while China is the largest producer, with concentrated capacities in Anhui and Zhejiang, forming an industrial cluster [1] - The company aims to enhance its permanent magnet capacity to 60,000 tons, focusing on applications in automotive and variable frequency home appliances, while upgrading domestic production capabilities [1] Group 2: Vietnam Base and Performance Outlook - The Vietnam permanent magnet factory has completed technical upgrades and expansions, reaching a capacity of 12,000 tons. Due to rare earth control policies and trade regulations, overseas permanent magnet supply is tight, leading to increased demand from customers for the Vietnam base [2] Group 3: Chip Inductor Development - The chip inductor aligns with the growing demand for AI computing power and represents a high-end level of inductor technology. The product testing phase involves over 20 core parameter tests, with a typical testing cycle exceeding three months [3] - This year marks a pivotal year for customer development and validation for chip inductors, with recent small orders from a well-known international semiconductor power supplier and multiple products in the testing phase [3] Group 4: Value Contribution of Chip Inductors - The average value contribution of chip inductors in AI power modules is approximately 20%. This is expected to rise to around 30% as AI technology advances and higher power chips require better performance inductors [4] Group 5: TLVR Inductor Focus - TLVR inductors are designed for low voltage and high current environments, reducing the need for capacitors and lowering system costs. They are expected to see broader applications in AI and renewable energy sectors [5] - TLVR inductors have a value that is 2-3 times higher than traditional NON-TLVR inductors, leading to greater profit margins, prompting the company to invest more in TLVR development [5] Group 6: Vertical Power Supply Solutions - The company’s high-end molded inductors are used in vertical power supply modules, which offer advantages in power path, space utilization, heat dissipation, and integration compared to traditional planar solutions. Customer feedback indicates lower costs and energy consumption, enhancing acceptance of the company's products [6][7]

Company Overview - Galaxy Magnetics (300127.SZ) has announced its first acquisition plan in 15 years to expand its business scale by purchasing 100% equity of Sichuan Kyoto Longtai Technology Co., Ltd. [1] - The acquisition will be financed through a combination of issuing shares and cash payments, with the transaction price yet to be determined [1][2]. - The company has signed a letter of intent with 14 shareholders of Kyoto Longtai, but a formal agreement has not yet been established, indicating significant uncertainty [1]. Acquisition Rationale - The acquisition aims to diversify Galaxy Magnetics' business portfolio, as both companies operate in the magnetic materials sector [2]. - The company sees growth potential in Kyoto Longtai's permanent ferrite business, especially given the limitations of the bonded neodymium iron boron magnet industry, which has led to slow revenue growth for Galaxy Magnetics [2]. Kyoto Longtai Profile - Kyoto Longtai, established in December 2011, is a national high-tech enterprise specializing in the research, development, production, and sales of permanent ferrite materials [2]. - The company has received multiple rounds of financing since 2017, including a notable 40 million yuan investment in 2018 [2]. Market Outlook - The global bonded neodymium iron boron magnet market is projected to reach $726 million by 2025 and $1.066 billion by 2032, with a CAGR of 5.64% from 2025 to 2032 [3]. - The high-performance rare earth permanent magnet market is expected to achieve sales of $8.215 billion in 2024, growing to $14.52 billion by 2031, with a CAGR of 8.6% from 2025 to 2031 [3]. Financial Performance - In the first half of the year, Galaxy Magnetics reported revenue of 389 million yuan, a year-on-year decrease of 2.01%, while net profit attributable to shareholders increased by 7.26% to 84.248 million yuan [3].

银河磁体（300127）9月15日午间披露，公司正在筹划发行股份及支付现金购买资产并募集配套资金事项，经公司申请，公司股票自9月15日开市起开始 停牌。 据悉，银河磁体此次拟以发行股份及支付现金的方式购买四川京都龙泰科技有限公司（下称"京都龙泰"）100%股权，并募集配套资金；初步确定的（购买资 产）交易对方为京都龙泰的14名股东，包括宁波华强睿哲创业投资合伙企业（有限合伙）（下称"华强睿哲"）、唐明星、徐刚等。交易不会导致上市公司实 际控制人变更。 企查查显示，京都龙泰成立于2011年，注册资本9464.725751万元，注册地址位于都江堰市。华强睿哲、唐明星、徐刚分别持股21.9137%、17.5829%、 12.28%，系公司前三大股东。华强睿哲实际控制人金惠明系知名地产开发企业大华集团的创始人。唐明星担任京都龙泰的董事长、总经理。 京都龙泰官网称，公司是行业内永磁铁氧体材料产品研发与制造、磁性材料生产装备研发与制造、生产和销售为一体的国家高新技术企业、专精特新企业， 年产高性能永磁铁氧体1.5万吨。公司拥有永磁铁氧体生产关键设备自主研发、制造的各项专利技术。 据公开资料，永磁材料是一经磁化即能保持恒定 ...

Group 1 - The company Zhongke Magnetic Materials (SZ 301141) announced the convening of its third board meeting on September 12, 2025, to discuss organizational structure adjustments [1] - For the first half of 2025, the company's revenue composition was as follows: neodymium-iron-boron permanent magnetic materials and devices accounted for 49.42%, ferrite permanent magnets accounted for 44.68%, and others accounted for 5.9% [1] - As of the report, Zhongke Magnetic Materials has a market capitalization of 8.2 billion yuan [1]

Company Summary - Zhongke Magnetic Materials (SZ 301141) announced the convening of its third board meeting on August 25, 2025, to review the proposal for the "2025 Semi-Annual Report" and its summary [1] - For the first half of 2025, the revenue composition of Zhongke Magnetic Materials was as follows: Neodymium Iron Boron permanent magnetic materials and devices accounted for 49.42%, Ferrite permanent magnets accounted for 44.68%, and others accounted for 5.9% [1] Industry Summary - The pet industry is experiencing a significant boom, with a market size of 300 billion yuan, leading to a surge in stock prices for industry-listed companies [1]