（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。 ...

（编辑 袁冠琳） 证券日报网讯 京东方A11月21日发布公告，在公司回答调研者提问时表示，公司消费电子领域的磁性器 件订单量有较为明显的季节性变化，业务节奏与终端客户的产品发布周期存在一定关联。大致规律为： 若客户在当年的上半年计划推出新品，那么有关项目在上一年度的四季度或当年的一季度将实现量产； 若客户计划下半年举办新品发布会，则相关项目的量产时间更多分布在当年的二、三季度。 ...

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]

证券代码：301622 股票简称：英思特 包头市英思特稀磁新材料股份有限公司 投资者关系活动记录表 编号：2025-014 | ☑ 投资者关系活动 | 特定对象调研 □分析师会议 | | --- | --- | | | □媒体采访 □业绩说明会 | | 类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 （请文字说明其他活动内容） | | 参与单位名称及 | 中邮证券有限责任公司 翟一梦 | | 人员姓名 | 金鹰基金管理有限公司 何欢 | | 时间 2025 | 年 11 月 20 日 10:00-11:00 | | 地点 | 线上会议 | | 上市公司接待人 | 董事会秘书范立忠先生、证券事务代表雷永龙先生、IR 及综 | | 员姓名 | 合专员吕淑诣女士 | | | 2025 年 11 月 20 日 10:00-11:00 中邮证券有限责任公司 | | | 翟一梦，金鹰基金管理有限公司何欢对包头市英思特稀磁新材 | | | 料股份有限公司进行线上调研，主要内容如下： | | | 1、问：公司 2025 年研发项目的重点和主要业务方向？ | | | 答：公司 2025 年的研发 ...

Core Insights - The company, Zhongguang Lightning Protection, has developed a strong reputation in the lightning protection industry over nearly 40 years, focusing on technological innovation and safety awareness [1][2][3] Company Background - Founded in 1987 by lightning protection expert Wang Deyan, the company was established with a mission to contribute to national safety and security [2] - Wang Xueying, the current chairperson, has a background in capital markets, which has influenced the company's operational rigor and compliance since its IPO [2][3] Technological Development - The company invests approximately 10% of its revenue in research and development, with R&D expenditures of 60.68 million yuan, 45.89 million yuan, and 41.82 million yuan from 2022 to 2024, representing 10.94%, 8.27%, and 9.81% of revenue respectively [3] - Zhongguang Lightning Protection has established outdoor lightning strike experimental stations in various regions to analyze natural lightning, enhancing its technological capabilities [3] Market Expansion - The company initially relied heavily on the telecommunications sector, which accounted for over 80% of sales at the time of its IPO, but has since diversified its market presence [5] - In 2016, the company entered the rail transit market by acquiring Shenzhen Iron Creation Technology Development Co., Ltd. for 108 million yuan, and has also expanded into renewable energy sectors such as photovoltaics and energy storage [5][6] - As of the first half of 2025, the company reported revenue of 217 million yuan, a year-on-year increase of 10.31%, with the telecommunications sector contributing 51% and the energy sector 38% [6] Future Outlook - The company is positioning itself for future growth by exploring new acquisition opportunities and participating in cutting-edge projects related to 6G and AI technologies [6]

Core Viewpoint - The company is actively developing its subsidiary Anke Yuan's magnetic materials business, which is showing positive growth and synergy with its main operations [2]. Group 1: Business Development - Anke Yuan's magnetic components business is progressing well, with some internal supply of materials achieved, leading to reduced production cycles and costs [2]. - The overall competitiveness of the company's magnetic components has improved due to these developments [2]. Group 2: Market Conditions - The company's overseas business is minimally affected by tariffs due to a low proportion of direct trade participation [2]. - The market demand for the company's products remains strong, supported by industries such as 5G and AI [2]. Group 3: Product Focus - The company primarily focuses on electronic components and display modules, supplying to manufacturers in mobile phones, consumer electronics, new energy vehicles, and servers [2]. - There are currently no direct consumer-facing end products offered by the company [2].

Core Viewpoint - The company has successfully advanced the collaboration between Anke Yuan, its headquarters, and Jinzhichuan in the magnetic device business, leading to internal supply of certain materials and improved product competitiveness [1] Group 1 - The collaboration among Anke Yuan, headquarters, and Jinzhichuan is progressing normally [1] - Internal supply of certain material numbers has been achieved, effectively shortening production cycles [1] - Cost reduction has been realized, enhancing the overall competitiveness of the company's magnetic device products [1]

Core Insights - The rapid development of technology has led to deep integration within the industry chain, with many companies excelling in their respective fields while strategically positioning themselves in two key areas: GPU computing power and collaboration within the Huawei ecosystem [1] Company Summaries - Heptagon is a strong player in the smart controller sector, leveraging AI algorithms to enhance the intelligence of home appliances. The company has invested in Moore Threads, entering the GPU market, which will significantly impact its future production capacity. Additionally, its collaboration with Huawei HiSilicon lays a solid foundation for addressing various industry technical challenges and future joint research [3] - Chuling Information has made significant strides in the big data access sector, showcasing leading technology in the industry. By indirectly investing in AI computing power and operations, the company demonstrates a long-term vision for Moore Threads. As part of the Huawei ecosystem, its wholly-owned subsidiary plays a crucial role in technology certification and industry alliances, facilitating the implementation of intelligent customer service and large model technologies [3] - Yingqu Technology focuses on smart hardware manufacturing and has also invested in Moore Threads. Its collaboration with Huawei is vital, as it supplies numerous core components to Huawei's new energy vehicle factories, showcasing strong manufacturing capabilities in smart home and industrial control sectors [3] - Zhejiang University Network New is a notable player in the smart city and cloud service sectors, acting as the general agent for Moore Threads in Zhejiang Province. The company is responsible for distributing and promoting various businesses, including servers and edge computing. Its relationship with Huawei in the Xinchuang and Harmony ecosystem collaboration is significant for driving industrial upgrades and domestic substitution [3] - Kehua Data excels in data center and clean energy solutions, collaborating with Moore Threads and Gui'an New Area to establish an intelligent computing center. This partnership strengthens its connection with Moore Threads in computing resources and provides essential support for Huawei's collaborative development in related fields [3] Emerging Display and Component Innovations - Hanbo High-tech has demonstrated strong technology in vehicle displays and Mini-LED backlight modules, aligning its product layout with the needs of Moore Threads and Huawei ecosystem terminals, catering to multiple application scenarios [4] - Maijie Technology has shown steady development in the electronic components sector, supplying critical magnetic components to Moore Threads and integrating into the computing server supply chain, while also providing power supplies for Huawei's base stations and other core components, showcasing diverse collaborative capabilities [4] Industry Trends - The performance of these companies in smart technology and industry ecosystem collaboration highlights their unique competitive advantages. They are deeply engaged in popular sectors, driving the autonomous and intelligent development of the industry chain [5]