Group 1 - The wireless charging concept has experienced a rebound, with Helitai reaching the daily limit increase [1] - Other companies such as Nanchip Technology, Meixin Sheng, Genesis, Anker Innovation, Tiantong Co., and Xinwangda also saw significant increases [1]

齐鲁晚报·齐鲁壹点 闫聪 8月20日下午在中国重汽莱芜厂区举行"产业链上的山东好品牌"系列现场记者见面会"'链'出新能源"专场，请中国重汽、魏桥汽车科技、特来电、丰元锂能4 家企业负责人与记者见面，介绍山东新能源汽车产业链优质产品，交流山东打造国家新能源汽车重要基地情况。山东重工集团中国重汽济南卡车股份有限公 司党委副书记、总经理赵海介绍"从1960年制造中国第一辆"黄河"重型卡车，到如今新能源产品销量呈倍数增长，中国重型汽车集团有限公司（以下简称"中 国重汽"）正以历史积淀与创新活力，引领着中国商用车产业的新能源化变革。"最新数据显示，2025年上半年，中国重汽新能源产品销量达1.5万辆，同比 飙升245%，其中新能源重卡销量突破1万辆，同比增长226%，展现出强劲的发展势头。 作为我国规模最大、驱动形式和功率覆盖最全的重型汽车企业，中国重汽已构建起覆盖重、中、轻、微、客、特全系列商用车车型的"黄金产业链"。面对产 业变革，企业聚焦"技术自主化、产品多元化、市场全球化战略"，打造了黄河、汕德卡、豪沃三大品牌组成的立体化产品矩阵，并布局充电、换电、插电混 动、燃料电池等多技术路线。 "中国重汽不仅是产品的制造 ...

证券日报网讯8月20日晚间，天通股份（600330）发布公告称，公司计划于2025年8月29日(星期五)10： 00-11：00举行2025年半年度业绩说明会。 ...

天通控股股份有限公司 关于召开 2025 年半年度业绩说明会的公告 证券代码：600330 证券简称：天通股份 公告编号：2025-037 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 会议召开时间：2025 年 08 月 29 日 （星期五） 10:00-11:00 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 08 月 22 日 （星期五） 至 08 月 28 日 （星期四）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 tdga@tdgcore.com 进行提问。公司将在说明会上对投资者普遍关注的问题进行 回答。 天通控股股份有限公司（以下简称"公司"）将于 2025 年 8 月 26 日发布公 司 2025 年半年度报告，为便于广大投资者更全面深入地了解公司 2025 年上半年 度经营成果、财务状况，公 ...

Group 1 - The core viewpoint of the news is the significant surge in military stocks in the A-share market, with multiple stocks hitting the daily limit up [1] - A press conference is scheduled by the State Council Information Office on August 20, 2025, to discuss preparations for a military parade, which may influence investor sentiment towards military-related stocks [1] Group 2 - Notable stocks that reached the daily limit include Gaolan Co., Zhongke Haixun, Lingyun Co., Tiantong Co., and several others, indicating strong market interest in the defense sector [1] - The table lists various companies with their respective stock performance, showing significant year-to-date gains, such as Kesh Technology with a 335.85% increase and Gaolan Co. with a 53.47% increase [2] - The MACD golden cross signal formation suggests a positive trend for these stocks, reinforcing the bullish sentiment in the military sector [2]

Core Viewpoint - A new company, Jiaxing Youguang Qiyuan New Energy Co., Ltd., has been established, focusing on solar energy and related services [1] Company Summary - Jiaxing Youguang Qiyuan New Energy Co., Ltd. has a registered capital of 5 million yuan [1] - The company is involved in solar power technology services, sales of photovoltaic equipment and components, energy storage technology services, contract energy management, and energy-saving management services [1] - The company is wholly owned by Tiantong Youneng Technology Co., Ltd., which is jointly held by Tiantong Co., Ltd. and Haining Gaozhichuangtuo Equity Investment Partnership (Limited Partnership) [1]

Group 1: Permanent Magnetic Materials - The production of permanent magnetic materials in China reached approximately 130 million tons in 2021, including 800,000 tons of ferrite permanent magnets and 213,300 tons of rare earth permanent magnets [36][2] - Ferrite permanent magnets dominate the market due to their low cost and corrosion resistance, accounting for over 60% of global production [6][39] - Rare earth permanent magnets, particularly neodymium-iron-boron (Nd-Fe-B), are critical for high-performance applications in electric vehicles and renewable energy sectors, with demand expected to increase fivefold by 2025 compared to 2020 levels [66][65] Group 2: Market Dynamics and Trends - The demand for ferrite permanent magnets in the automotive sector is projected to reach 614,000 tons by 2025, driven by the growth of electric vehicles [45] - In the home appliance sector, the demand for ferrite permanent magnets is expected to reach 201,000 tons by 2025, with variable frequency air conditioners leading the demand [45] - The global market for soft magnetic materials is anticipated to grow from $13.2 billion in 2020 to $18.1 billion by 2025, reflecting a compound annual growth rate (CAGR) of 8% [14][32] Group 3: Technological Barriers and Challenges - High-end technologies for rare earth permanent magnets, such as grain boundary diffusion and thermal pressing, are currently monopolized by companies in the US and Japan, posing a challenge for domestic manufacturers [28][32] - The production of high-performance ferrite magnets in China is still in the developmental stage, with a significant reliance on imports for advanced products [41][46] - The industry faces challenges related to resource security, particularly concerning the price volatility of heavy rare earth elements like neodymium and dysprosium [28][32] Group 4: Future Development Directions - The focus for ferrite permanent magnets will be on developing rare earth-doped and cobalt-free technologies, aiming for thinner and higher precision products [8][46] - For rare earth permanent magnets, the goal is to achieve a domestic production rate of 70% for high-end products by 2025 and 80% by 2030 [12][71] - The industry is expected to see significant advancements in the development of high-performance magnetic materials for applications in robotics, aerospace, and electric vehicles [72][74]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002741 | 光华科技 | 19.18 | -3.13% | 23.95万 | 4.63亿 | | 300655 | 晶瑞电材 | 10.22 | -2.67% | 59.14万 | 6.10亿 | | 300398 | 飞凯材料 | 19.23 | -2.34% | 22.33万 | 4.33 乙 | | 300429 | 强力新材 | 13.42 | -2.19% | 1 21.86万 | 2.96亿 | | 301630 | 同宇新材 | 172.09 | -1.87% | 1.74万 | 3.00亿 | | 600330 | 天通股份 | 7.90 | -1.86% | 51.59万 | 4.09亿 | | 688035 | 德邦科技 | 41.53 | -1.59% | 2.62万 | 1.09亿 | | 688019 | 安集科技 | 147.50 | -1.52% | 2.10万 | 3.14亿 | | 002584 | 西陇科学 ...

一、回购股份的基本情况 天通控股股份有限公司（以下简称"公司"）于 2025 年 4 月 28 日召开的九届 十三次董事会审议通过了《关于以集中竞价交易方式回购公司股份方案的议案》， 同意公司通过上海证券交易所交易系统以集中竞价交易方式回购公司已发行的部 分 A 股股份。本次回购资金总额不低于人民币 2,500 万元（含）且不超过人民币 5,000 万元（含），回购价格不超过人民币 10 元/股（含），资金来源为自有资金及 回购股票专项贷款资金，回购期限自公司董事会审议通过本次回购方案之日起 12 个月内。具体内容详见公司于 2025 年 4 月 29 日、2025 年 5 月 9 日披露的《关于 以集中竞价交易方式回购公司股份方案的公告》《关于以集中竞价交易方式回购股 份的回购报告书》等相关公告。 证券代码：600330 证券简称：天通股份 公告编号：2025-036 天通控股股份有限公司 关于股份回购进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： | 回购方案首次披露日 | 2025/4/29 | ...

格隆汇8月1日丨天通股份(600330.SH)公布，截至2025年7月月底，公司已累计回购股份7万股，占公司 总股本的比例为0.0057%，购买的最高价为6.95元/股、最低价为6.93元/股，支付的金额为人民币485,400 元（不含交易费用）。 ...