Group 1 - The company's Q3 revenue was 993 million, representing a year-on-year increase of 0.07% [1] - The net profit for Q3 was 56.82 million, showing a year-on-year decline of 11.39% [1] - For the first three quarters, the total revenue was 2.727 billion, reflecting a year-on-year decrease of 9.87% [1] Group 2 - The net profit for the first three quarters was 201 million, which is a year-on-year decline of 3.16% [1]

英洛华科技股份有限公司 2025 年第三季度报告 英洛华科技股份有限公司 2025 年第三季度报告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 重要内容提示： 1.董事会及董事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、误导性陈述或重大遗漏，并承担 个别和连带的法律责任。 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信息的真实、准确、 完整。 3.第三季度财务会计报告是否经过审计 □是 否 证券代码：000795 证券简称：英洛华 公告编号：2025-059 1 英洛华科技股份有限公司 2025 年第三季度报告 一、主要财务数据 （一） 主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 是 □否 追溯调整或重述原因 同一控制下企业合并 | | 本报告期 | 上年同期 | | 本报告期 | | | | 年初至报告 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 比上年同 年初至报告 | | 上年 ...

10月15日，英洛华盘中下跌2.04%，截至10:44，报11.02元/股，成交2.43亿元，换手率1.92%，总市值 124.93亿元。 今年以来英洛华已经3次登上龙虎榜，最近一次登上龙虎榜为6月9日，当日龙虎榜净买入1.69亿元；买 入总计2.34亿元 ，占总成交额比14.32%；卖出总计6494.39万元 ，占总成交额比3.97%。 资料显示，英洛华科技股份有限公司位于浙江省金华市东阳市横店镇工业大道196号1号楼，成立日期 1997年8月4日，上市日期1997年8月8日，公司主营业务涉及稀土永磁材料与制品和电机系列产品。主营 业务收入构成为：钕铁硼50.86%，电机系列25.10%，电动轮椅及代步车12.88%，音响扬声器类7.69%， 其他3.47%。 英洛华所属申万行业为：有色金属-金属新材料-磁性材料。所属概念板块包括：稀土永磁、无人机、航 天军工、小金属、中盘等。 截至6月30日，英洛华股东户数13.78万，较上期增加5.81%；人均流通股8225股，较上期减少5.49%。 2025年1月-6月，英洛华实现营业收入17.34亿元，同比减少10.55%；归母净利润1.44亿元，同比减少 1.16 ...

Core Viewpoint - The reducer concept sector experienced a decline of 2.01%, ranking among the top losers in the market, with notable declines in stocks such as Siling Co., Zhejiang Rongtai, and Mingzhi Electric [1][2]. Market Performance - The top-performing concept sectors today included Rare Earth Permanent Magnets with a rise of 6.92%, and Military Equipment Restructuring Concept with an increase of 3.51%, while the reducer sector fell by 2.01% [2]. - The reducer concept sector saw a net outflow of 3.36 billion yuan, with 87 stocks experiencing net outflows, and 8 stocks seeing outflows exceeding 100 million yuan [2]. Notable Stocks - The stocks with the largest net outflows in the reducer sector included: - Shanzi Gaoke with a net outflow of 793.49 million yuan and a decline of 4.86% - Lingyi Zhi Zao with a net outflow of 454.56 million yuan and a decline of 4.61% - Changying Precision with a net outflow of 420.80 million yuan and a decline of 2.86% [2][3]. - Conversely, the stocks with the largest net inflows included: - Inner Mongolia Yijian with a net inflow of 121 million yuan and an increase of 7.85% - Meilixin with a net inflow of 88.12 million yuan and an increase of 7.30% - Yingluohua with a net inflow of 78.45 million yuan and an increase of 6.82% [5].

Investment Rating - Industry rating: Recommended [3] Core Insights - The recent announcements from the Ministry of Commerce and the General Administration of Customs have implemented stricter export controls on rare earth elements, particularly affecting the semiconductor industry and potentially impacting overseas chip manufacturing processes [1][10][16] - China dominates global rare earth supply, holding approximately 48.41% of the world's rare earth reserves and producing 68.54% of the total output [12][14] - The new export controls cover all 12 types of medium and heavy rare earth elements, marking a significant expansion in the scope of regulation [2][4] Summary by Sections Export Control Measures - The recent announcements (2025 No. 56 and 57) include export controls on rare earth equipment and raw materials, specifically targeting key technologies in rare earth mining, refining, and manufacturing [1][2] - The controls also extend to any downstream products that utilize Chinese rare earth technologies, requiring export licenses for a wide range of applications [5][10] Strategic Importance of Rare Earths - Rare earth elements are critical in various industries, including defense and semiconductor manufacturing, where they enhance material properties and performance [6][7] - The military applications of rare earths are significant, with advanced weapon systems heavily reliant on these materials [6] Semiconductor Industry Impact - The new regulations are the first to explicitly cover the semiconductor sector, which may lead to increased scrutiny and delays in overseas chip production [10][11] - Rare earths are essential for high-performance materials in semiconductor manufacturing, particularly as technology advances towards smaller transistor sizes [7][10] Renewable Energy Sector - Rare earths play a crucial role in the renewable energy sector, particularly in electric vehicle motors and wind turbine generators, with rare earth permanent magnets accounting for over 80% of the electric motor market share [11][12] Global Supply Chain Dynamics - The report highlights that while the U.S. is attempting to rebuild its rare earth supply chain, China's control over the entire rare earth industry chain remains unchallenged in the short term [15][16] - The overall completeness of the rare earth supply chain in the West is still lacking, with many projects facing delays and challenges [14][15]

10月9日，英洛华盘中上涨2.05%，截至10:34，报10.95元/股，成交1.52亿元，换手率1.23%，总市值 124.14亿元。 资金流向方面，主力资金净流出226.24万元，特大单买入477.43万元，占比3.15%，卖出114.44万元，占 比0.75%；大单买入2946.12万元，占比19.43%，卖出3535.35万元，占比23.32%。 英洛华今年以来股价涨15.56%，近5个交易日涨3.79%，近20日跌2.20%，近60日涨3.93%。 今年以来英洛华已经3次登上龙虎榜，最近一次登上龙虎榜为6月9日，当日龙虎榜净买入1.69亿元；买 入总计2.34亿元 ，占总成交额比14.32%；卖出总计6494.39万元 ，占总成交额比3.97%。 资料显示，英洛华科技股份有限公司位于浙江省金华市东阳市横店镇工业大道196号1号楼，成立日期 1997年8月4日，上市日期1997年8月8日，公司主营业务涉及稀土永磁材料与制品和电机系列产品。主营 业务收入构成为：钕铁硼50.86%，电机系列25.10%，电动轮椅及代步车12.88%，音响扬声器类7.69%， 其他3.47%。 英洛华所属申万行业为：有色金 ...

（编辑 任世碧） 证券日报网讯 9月29日晚间，英洛华发布公告称，公司分别于2025年8月18日、9月5日召开第十届董事 会第十次会议、2025年第一次临时股东大会，审议通过了《公司关于变更注册地址并修订的议案》。近 日，公司已完成工商变更登记、章程备案等手续，并取得了浙江省市场监督管理局换发的新《营业执 照》。 ...

证券代码：000795 证券简称：英洛华 公告编号：2025-057 英洛华科技股份有限公司 关于完成工商变更登记并换发营业执照的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 注册资本：壹拾壹亿叁仟叁佰陆拾捌万肆仟壹佰零叁元 成立日期：1997 年 08 月 04 日 住所：浙江省金华市东阳市横店镇科兴路 39 号 1 号楼 英洛华科技股份有限公司（以下简称"公司"）分别于 2025 年 8 月 18 日、 9 月 5 日召开第十届董事会第十次会议、2025 年第一次临时股东大会，审议通过 了《公司关于变更注册地址并修订<公司章程>的议案》。具体内容详见公司于 2025 年 8 月 20 日、9 月 6 日披露在《中国证券报》《证券时报》和指定信息披 露网站(http://www.cninfo.com.cn)的相关公告。 一、工商变更登记情况 近日，公司已完成工商变更登记、章程备案等手续，并取得了浙江省市场监 督管理局换发的新《营业执照》。相关信息如下： 名称：英洛华科技股份有限公司 统一社会信用代码：91140000276205461E 类型：其他股 ...

证券之星消息，9月25日金属新材料板块较上一交易日上涨1.05%，中洲特材领涨。当日上证指数报收于 3853.3，下跌0.01%。深证成指报收于13445.9，上涨0.67%。金属新材料板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300963 | 中洲特材 | 19.96 | 10.09% | 55.71万 | | 11.09亿 | | 600255 | 整科材料 | 4.36 | 4.81% | 262.26万 | | 11.29亿 | | 300835 | 龙磁科技 | 64.80 | 3.68% | 6.98万 | | 4.57亿 | | 873576 | 天力复合 | 29.91 | 3.14% | - 2.75万 | | 8382.59万 | | 6960000 | 安泰科技 | 13.53 | 2.89% | 41.39万 | | 5.62亿 | | 300748 | 金力永磁 | 35.34 | 2.88% | 55.18万 | | 19. ...

Market Overview - On September 17, the metal new materials sector rose by 1.95%, with Huitong New Materials leading the gains [1] - The Shanghai Composite Index closed at 3876.34, up 0.37%, while the Shenzhen Component Index closed at 13215.46, up 1.16% [1] Top Performers - Huitong New Materials (Code: 833751) closed at 25.15, up 7.16% with a trading volume of 47,400 shares and a transaction value of 116 million [1] - Jinli Permanent Magnet (Code: 300748) closed at 37.90, up 6.49% with a trading volume of 928,700 shares and a transaction value of 344.3 million [1] - Tunan Co., Ltd. (Code: 300855) closed at 28.49, up 4.63% with a trading volume of 83,600 shares and a transaction value of 235 million [1] Underperformers - Shenzhen New Star (Code: 603978) closed at 20.51, down 3.93% with a trading volume of 161,500 shares [2] - Youyan Powder Materials (Code: 688456) closed at 51.93, down 3.83% with a trading volume of 38,200 shares [2] - Zhongzhou Special Materials (Code: 300963) closed at 18.36, down 1.98% with a trading volume of 115,100 shares [2] Capital Flow - The metal new materials sector saw a net inflow of 287 million from institutional investors, while retail investors experienced a net outflow of 234 million [2][3] - Major stocks like Jinli Permanent Magnet and Boweitai Gold saw significant net inflows from institutional investors, indicating strong institutional interest [3] Summary of Individual Stock Performance - Jinli Permanent Magnet had a net inflow of 221 million from institutional investors, while retail investors saw a net outflow of 174 million [3] - Boweitai Gold had a net inflow of 46.73 million from institutional investors, with retail investors experiencing a net outflow of 1.94 million [3] - Zhenghai Magnetic Materials had a net inflow of 45.98 million from institutional investors, while retail investors saw a net outflow of 4.52 million [3]