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）。 ...

Company Overview - Jiaxing Youguang Qiyuan New Energy Co., Ltd. was recently established with a registered capital of 5 million yuan [1][2] - The company is primarily engaged in solar power generation technology services, sales of photovoltaic equipment and components, energy storage technology services, energy management contracts, and energy-saving management services [1][2] Shareholding Structure - The company is wholly owned by Tiantong Youneng Technology Co., Ltd., which is jointly held by Tiantong Co., Ltd. and Haining Gaozhi Chuangtuo Equity Investment Partnership [1][3] - Tiantong Youneng Technology Co., Ltd. holds 100% of the shares with a subscribed capital of 5 million yuan [3] - Other significant shareholders include Tiantong Holdings Co., Ltd. (29.33% stake), Haining Gaozhi Chuangtuo Equity Investment Partnership (26.67% stake), and individual shareholder Gao Xuegong (22% stake) [3]

天眼查商业履历信息显示，天通控股股份有限公司，成立于1999年，位于嘉兴市，是一家以从事计算 机、通信和其他电子设备制造业为主的企业。企业注册资本123343.4416万人民币，实缴资本 123343.4416万人民币。公司法定代表人为潘正强。 通过天眼查大数据分析，天通控股股份有限公司共对外投资了25家企业，参与招投标项目144次，知识 产权方面有商标信息7条，专利信息195条，此外企业还拥有行政许可15个。 来源：金融界 金融界消息 截至2025年7月31日收盘，天通股份（600330）报收于8.05元，下跌0.74%，换手率6.85%， 成交量84.48万手，成交金额6.87亿元。 资金流向方面，今日主力资金净流出1062.41万元，占比成交额1.55%。其中，超大单净流出2818.90万 元、占成交额4.11%，大单净流入1756.49万元、占成交额2.56%，中单净流出流出869.54万元、占成交 额1.27%，小单净流入1931.95万元、占成交额2.81%。 天通股份最新一期业绩显示，截至2025一季报，公司营业总收入7.14亿元、同比减少15.39%，归属净利 润4796.16万元，同比增长8 ...

天通股份（600330.SH）7月30日在投资者互动平台表示，公司已经掌握大尺寸铌酸锂材料制备的核心 技术，并开发出12英寸铌酸锂晶体材料，技术自主可控，成功打破国外垄断。 每经AI快讯，有投资者在投资者互动平台提问：请问国内可以生产铌酸锂晶体的上市公司有哪些？公 司是铌酸锂晶体的龙头企业吗？ （文章来源：每日经济新闻） ...

Core Viewpoint - The anti-involution policy in the photovoltaic industry is seen as a positive development for the company, despite potential short-term challenges [1] Industry Impact - The anti-involution policy is expected to improve the competitive environment within the industry, promoting industrial upgrades [1] - Long-term benefits include enhanced core competitiveness and profitability for companies in the sector [1]

格隆汇7月30日丨天通股份(600330.SH)在投资者互动平台表示，公司已经掌握大尺寸铌酸锂材料制备的 核心技术，并开发出12英寸铌酸锂晶体材料，技术自主可控，成功打破国外垄断。 ...