新京报贝壳财经讯（记者黄鑫宇）2025年12月30日，北交所上市公司格利尔数码科技股份有限公司 （即"格利尔"，920641.BJ）公告称，公司实际控制人朱从利、赵秀娟及股东马成贤正在筹划重大事 项，该事项可能导致公司控制权发生变更。经向北交所申请，公司股票自2025年12月31日起停牌，预计 将于2026年1月9日前复牌。 图/格利尔2025年三季报 Wind显示，截至2025年9月末，格利尔实现营业收入约为4.01亿元，同比下降7.01%；实现归母净利润 约为1634.12万元，同比大涨1271.07%。 截至2025年12月30日收盘，格利尔每股股价收于18.34元，市盈率（TTM）约为193.06倍，当前总市值 约为13.77亿元。 编辑 岳彩周 格利尔表示，停牌期间，公司将根据重大事项的进展情况，严格按照有关法律法规的规定和要求履行信 息披露义务。待上述事项确定后，公司将及时发布相关公告并申请股票复牌。 有意思的是，格利尔2025年12月26日曾公告称，因原公章长期使用而出现严重磨损不宜使用，公司于公 告之日起启用新公章，并已在公安部门完成相应的印章备案登记。格利尔称，上述事项不会对公司经营 造成重 ...

2025年，磁性材料/器件上市企业的资本动作，正在从并购、扩产的"数量叠加"，转向更具指向性的设 厂与设子公司布局。 从设厂"在哪里"，到子公司"做什么"，这些选择本身已成为观察行业走向的重要窗口。 无论是国内产能重构，还是海外工厂落子，这些看似分散的项目背后，实质上反映的是终端需求结构变 化、客户协同方式升级以及供应链安全考量的集中体现。 目前公开披露的部分磁性材料企业相关动作如下表所示： | 企业 | 投资项目 | 投资规模 | 布局区域 | 主要方向 | | --- | --- | --- | --- | --- | | 横店东磁 | | 东阳市横店东磁股 基金规模5亿元,公司 | | 以产业基金形式 | | | 权投资基金(有限 | 认缴 4.85亿元,占股 | 未披露 | 进行布局,增强产 | | | 合伙) | 97% | | 业链投资能力 | | 铂科新材 | | 总出资额 10.000万港 科麦格纳技术有限 元,其中公司全资子公 | 香港 | 磁性材料、电感及 电阻等元件研发 | | | 公司 | 司铂科控股认缴 4,900 | | 与销售 | | | | 万港元,占股 49% | | | 0 ...

格隆汇12月17日丨京泉华(002885.SZ)在投资者互动平台表示，公司目前有部分磁性器件及电源类产品 可应用于数据中心、算力中心相关设备中，公司将结合自身业务发展需要、战略规划及市场环境等因素 综合研判。 ...

（文章来源：证券日报） 证券日报网12月8日讯顺络电子在12月4日至12月5日回答调研者提问时表示，公司自上市以来，持续进 行研发投入及管理创新，不断推出具有核心竞争力的新产品、降本提效管理工作不断深化，历年平均毛 利率均保持在同行业较优水平。（1）公司的愿景是"成为电子元器件领域专家"，在过去的二十余年 里，公司跟随全球电子信息产业链的发展，获得了宝贵的事业机会及持续增长的市场空间，从电感领域 出发，向以"磁性器件、微波器件、传感及敏感器件、精密陶瓷"为核心的产业领域，积极开拓，聚焦战 略市场，为公司规模成长持续贡献新的增长极。（2）公司产品均属于自主研发、设计，自身拥有强大 的核心技术及综合服务实力，不断在推出具有高附加值的新产品，行业壁垒较高，高附加值的新产品在 竞价时有更充裕的溢价空间，保障了毛利的空间。（3）订单增加，产能利用率的不断提升在较大程度 上保障了公司稳定、优质的毛利率水平。各类产品大规模上量带来的规模效应，进一步提升了公司的盈 利水平。（4）公司基于长期对于基础材料、技术平台的研发，储备了大量的研发成果，通过不断进行 技术创新、工艺创新、设备创新、提高技术水平及管理水平来实现生产效率的提 ...

Core Insights - The company has maintained a competitive average gross margin in the industry since its listing, driven by continuous R&D investment and management innovation [2] - The vision of the company is to become an expert in the electronic components field, expanding from inductors to core areas such as magnetic devices, microwave devices, sensors, and precision ceramics [2] - The company focuses on self-developed and designed products, which allows for high added value and a strong pricing power, ensuring a healthy gross margin [2] R&D and Innovation - The company has a long-term commitment to R&D in basic materials and technology platforms, resulting in a significant reserve of research outcomes [2] - Continuous technological, process, and equipment innovations have led to improved production efficiency [2] - The company participates in the early R&D design phases of core clients' products, contributing to enhanced overall gross margin levels [2] Market Position and Growth - An increase in orders and rising capacity utilization have significantly supported the company's stable and high-quality gross margin [2] - The scale effect from large-volume production of various products has further improved the company's profitability [2] - The transition from a traditional "product provider" to a "value creator" has enriched the company's product matrix and is expected to optimize gross margin levels [2]

（文章来源：证券日报） 证券日报网讯京泉华11月24日在互动平台回答投资者提问时表示，公司目前为客户提供磁性器件及电源 类产品。 ...

Core Viewpoint - BOE Technology Group announced a noticeable seasonal variation in the order volume of magnetic components in the consumer electronics sector, which is linked to the product release cycles of end customers [1]. Group 1 - The business rhythm is associated with the timing of product launches by clients [1]. - If clients plan to launch new products in the first half of the year, mass production for related projects typically occurs in the fourth quarter of the previous year or the first quarter of the current year [1]. - For new product launches scheduled in the second half of the year, mass production is more likely to take place in the second and third quarters of the current year [1].

瑞财经 钟鸣辰格利尔(BJ920641)近日发布2025年三季报，前三季同比增利不增收。 | 项目 | 年初至报告期末 (2025年1-9月) | 上年同期 (2024年1-9月) | 年初至报告期末出上 年同期增减比例% | | --- | --- | --- | --- | | 营业收入 | 400.727.932.68 | 430. 929. 650. 40 | -7.01% | | 归属于上市公司股东的净利润 | 16, 341, 208. 71 | 1.191.855.81 | 1, 271. 07% | | 归属于上市公司股东的扣除非经常性 损益后的净利润 | 1.060.742.69 | -408,069.58 | 359. 94% | | 经营活动产生的现金流量净额 | 18, 484, 711, 04 | -2.734.230. 48 | 776. 05% | | 基本每股收益(元/股) | 0.22 | 0.02 | 1.000.00% | | 加权平均净资产收益率%(依据归属于 上市公司股东的净利润计算) | 4.62% | 0. 33% | | | 加权平均净资产收益率%(依据归属于 ...

Core Viewpoint - The company, Baotou Yinstar Rare Magnetic New Materials Co., Ltd., is focusing on research and development in 2025, particularly in the areas of non-heavy rare earth development and applications across multiple fields, including the electric vehicle sector [2][3]. Group 1: Research and Development Focus - In 2025, the company's R&D will concentrate on three main areas: the development and application of non-heavy rare earths to reduce reliance on medium and heavy rare earths, optimization of production processes and technology to enhance efficiency and product performance, and deepening applications in consumer electronics, electric vehicles, high-end motors, and robotics [2][3]. Group 2: Electric Vehicle Sector - The company's products in the electric vehicle sector are primarily used in safety control systems, sensor systems, and auxiliary function components. Current mass production projects have achieved stable supply, and the company is actively expanding its customer base and new projects, with some new projects entering the sample testing phase [3]. Group 3: Consumer Electronics - Orders for magnetic components in the consumer electronics sector exhibit significant seasonality, closely linked to the product release cycles of end customers. If customers plan to launch new products in the first half of the year, mass production typically occurs in the previous year's fourth quarter or the first quarter of the current year; for launches in the second half, mass production is concentrated in the second and third quarters of the current year [4]. Group 4: Profit Margins - The company indicates that the gross margin of magnetic components in the consumer electronics sector varies significantly due to factors such as product type, process design, and material prices, and is not strictly correlated with the type of end product [5]. Group 5: Core Customer Collaboration - The company is deepening collaboration with existing core customers, expanding both the breadth and depth of cooperation. This includes aligning with customer capacity planning, participating in new project development, and securing orders. The rise of innovative products like foldable screens is expected to enhance the value of upstream core components, allowing the company to expand its supply categories and scale due to its responsive R&D system and stable product quality [6].

Core Insights - The company, 英思特, is actively involved in the electric vehicle (EV) sector, focusing on safety control systems, sensor systems, and auxiliary components related to magnetic devices [1] - The company has achieved mass production of several projects, including windshield wiper motors, automotive radars, EV charging piles, and magnetic storage boxes [1] - With the trend of automotive intelligence, the diversification of in-vehicle consumer electronic modules presents new penetration opportunities for the company [1] - The company is engaging in business discussions and technical validations with multiple domestic and international automotive and component manufacturers, with some new projects already in the sample testing phase [1]