Core Viewpoint - The company maintains a positive outlook on the overall market growth for magnetic application components over the next two to three years, driven by opportunities in consumer electronics and the rise of AI innovations [1] Group 1: Market Growth Expectations - The demand for high-performance magnetic application devices is expected to continue growing due to product upgrades in the consumer electronics sector and structural upgrades driven by AI innovations [1] - The new energy vehicle sector is anticipated to benefit from increased industry penetration rates, leading to rapid expansion of related businesses [1] Group 2: Capacity and Technology Enhancement - The company plans to enhance its production capacity and technological level through fundraising projects and the integration of rare earth permanent magnet materials, which will support business growth and help seize market opportunities [1]

英思特(301622)在机构调研中表示，公司对磁性应用元器件整体市场在未来两到三年内的增长保持积极 预期。消费电子领域产品的升级机遇，AI创新驱动结构升级，多品类将迎增长趋势，对高性能磁性应 用器件的需求将持续增长；新能源汽车领域受益于行业渗透率提升，相关业务有望实现较快扩张。同 时，公司将通过募投项目与稀土永磁材料一体化应用项目提升产能规模和技术水平，进一步抓住市场机 遇，为业务增长提供有力支撑。 ...