作者：行情君 代码名称最新价（元）涨跌幅（%）成交额688456有研粉材68.475.844.46亿元300631久吾高科 31.814.235.99亿元301092争光股份41.183.213.38亿元300263隆华科技12.333.0112.43亿元300797钢研纳克 18.51.981.59亿元 本文源自：市场资讯 2026年2月26日稀土市场行情： 根据包头稀土产品交易所显示，今日稀土主流产品价格涨跌不一。氧化镨钕均价88.61万元/吨，上涨 0.32万元/吨；金属镨钕均价108.10万元/吨，上涨1.15万元/吨；氧化镝均价161.27万元/吨，下跌1.18万 元/吨；氧化铽均价649.45万元/吨，上涨1.72万元/吨。今日询价多数产品成交信息较少，请慎重参考。 目前，上游商家维持高位报价，镨钕类产品报价保持上行。随着企业逐步开工，市场询价增多，实际成 交情况转好，但下游生产企业库存整体较为充足，采购仍显谨慎。中重稀土价格在年后大幅上涨后，后 续则因缺乏成交支撑，近期价格回落明显。总体来看，随着生产企业逐渐回归正轨，后续购销及贸易活 动有望逐步增多，但当下市场仍以观望为主。 A股市场部分稀土永 ...

证券日报网讯 2月26日，隆华科技在互动平台回答投资者提问时表示，公司的高效复合型冷却（凝）器 主要应用于石油、化工（含煤化工）、电力、冶金、建材、多晶硅、水泥等大工业传热领域。 （文章来源：证券日报） ...

证券日报网讯 2月26日，隆华科技在互动平台回答投资者提问时表示，公司客户情况详见公司定期报 告。 （文章来源：证券日报） ...

Group 1 - The company announced a profit forecast for 2025, expecting a net profit of 185 million to 235 million yuan, representing a year-on-year growth of 41.18% to 79.33% [1] - Despite progress in commercial aerospace materials and perovskite target materials, some institutions indicate that the current valuation (dynamic P/E ratio of approximately 58-78 times) has already priced in future growth expectations [3] - The stock price experienced a decline of 4.56% on February 13, with significant short-term capital fluctuations, as evidenced by a net outflow of 9,468.42 million yuan from institutional investors and a net inflow of 9,853.18 million yuan from retail investors [2] Group 2 - The new materials sector index fell by 1.14%, with the target material concept declining by 2.79% and the perovskite battery concept down by 1.73% on the same day [2] - The company faces uncertainties in the commercialization process of HJT technology within its target material business, and the pace of low-altitude economic policy implementation may affect order release speed [3] - Fluctuations in raw material prices, such as indium and other rare metals, could squeeze profit margins, with a reported gross margin of 23.2% in the 2025 Q3 report [4]

证券代码：300263 证券简称：隆华科技 公告编号：2026-002 隆华科技集团（洛阳）股份有限公司 关于调整签字注册会计师及项目质量控制复核人的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 隆华科技集团（洛阳）股份有限公司（以下简称"公司"）分别于 2025 年 4 月 21 日召开第六届董事会第五次会议、2025 年 5 月 14 日召开 2024 年度股东大会，会 议审议通过了《关于续聘立信会计师事务所（特殊普通合伙）为公司 2025 年度外部 审计机构的议案》，同意续聘立信会计师事务所(特殊普通合伙)（以下简称"立信"） 为公司 2025 年度外部审计机构，具体内容详见公司于 2025 年 4 月 23 日在巨潮资讯 网（www.cninfo.com.cn）披露的《关于续聘立信会计师事务所（特殊普通合伙）为 公司 2025 年度外部审计机构的公告》（公告编号：2025-022）。 立信作为公司聘任的 2025 年度外部审计机构，原委派周永生先生为项目合伙人、 王小蕾先生为质量控制复核人、张寥宸先生为签字注册会计师为公司提供 2025 年度 ...

Group 1 - The A-share rare earth permanent magnet sector experienced a rise on February 6, with notable increases in stock prices for several companies [1] - Yujing Co., Ltd. saw a significant increase of over 8%, while Longhua Technology, Dongfang Zirconium, and Yahua Group all rose by over 5% [1] - Other companies such as Youyan New Materials, Zhongkuang Resources, and Northern Rare Earth also reported gains exceeding 4% [1] Group 2 - Yujing Co., Ltd. (002943) had a price increase of 8.68% with a total market value of 17.1 billion and a year-to-date increase of 110.48% [2] - Longhua Technology (300263) increased by 5.73%, with a market value of 12.2 billion and a year-to-date increase of 33.60% [2] - Dongfang Zirconium (002167) rose by 5.56%, with a market value of 10.2 billion and a year-to-date increase of 6.15% [2] - Yahua Group (002497) saw a 5.33% increase, with a market value of 29.2 billion and a year-to-date increase of 2.26% [2] - Youyan New Materials (600206) increased by 4.90%, with a market value of 18.3 billion and a year-to-date increase of 6.30% [2] - Zhongkuang Resources (002738) rose by 4.79%, with a market value of 59.8 billion and a year-to-date increase of 5.56% [2] - Northern Rare Earth (600111) increased by 4.16%, with a market value of 181.9 billion and a year-to-date increase of 9.11% [2] - Other companies such as Xiamen Tungsten (600549), Dadi Bear (688077), and Jiuling Technology (920505) also reported gains of 3.70%, 3.25%, and 3.10% respectively [2]

Group 1 - The A-share rare earth permanent magnet sector has seen a rise, with Yujing Co., Ltd. increasing by over 8% [1] - Longhua Technology, Dongfang Zirconium Industry, and Yahua Group have all risen by over 5% [1] - Youyan New Materials, Zhongkuang Resources, and Northern Rare Earth have increased by over 4% [1] - Xiamen Tungsten, Dadi Bear, and Jiuling Technology have all seen an increase of over 3% [1]

Core Viewpoint - The company emphasizes a merger and acquisition strategy focused on quality and strength rather than rapid expansion, targeting smaller firms with core technologies that are positioned for industry growth [1][4]. Mergers and Acquisitions Strategy - From 2015 to 2022, the company executed a series of strategic acquisitions, integrating firms like Sifeng Electronics and Jilian Optoelectronics, transforming from a refrigeration fan manufacturer into a technology group with three core sectors: energy conservation, electronic new materials, and polymer composite materials [6][7]. - The company aims to identify and acquire smaller firms that possess leading technologies but face limitations in funding or market access, thereby enhancing their capabilities through resource injection [6][7]. Financial Performance - The company projects a net profit attributable to shareholders of between 185 million to 235 million yuan for 2025, representing a year-on-year growth of 41.18% to 79.33%, with non-recurring net profit expected to be between 160 million to 210 million yuan, reflecting a growth of 38.32% to 81.55% [7]. Growth Potential in New Materials - The company’s investment value is primarily driven by its high competitiveness and growth potential in three core business segments, particularly in electronic new materials and polymer composite materials, which are currently experiencing industry surges [8][9]. - The PMI foam, a key product in the polymer materials sector, is crucial for aerospace and new energy vehicles, showcasing advantages such as lightweight and high-temperature resistance, and has established partnerships with major commercial aerospace companies [9]. Future Development Plans - The company plans to focus on strengthening its core business areas without diversifying into unrelated sectors, aiming to enhance its competitive strength in energy conservation and expand its market presence in new materials [11][12]. - Specific initiatives include solidifying the energy conservation sector, differentiating and expanding the new materials sector, and developing international market strategies through effective supply chain management [11][12].

Core Viewpoint - The company focuses on strategic acquisitions of smaller firms with core technologies, aiming to build "invisible champions" in niche markets for domestic substitution [2][4]. Group 1: Company Development and Strategy - The company, founded 30 years ago, has evolved from a refrigeration fan manufacturer to a technology group with three core industry segments: energy conservation and environmental protection, electronic new materials, and polymer composite materials [3][4]. - The acquisition strategy emphasizes quality over size, targeting smaller companies with potential for growth and technological advancement [4][5]. - The company has successfully integrated several acquisitions, enhancing its capabilities and market position in the new materials sector [4][6]. Group 2: Financial Performance and Projections - The company anticipates a net profit of 185 million to 235 million yuan by 2025, representing a year-on-year growth of 41.18% to 79.33% [5]. - The projected net profit after deducting non-recurring items is expected to be between 160 million and 210 million yuan, with a growth rate of 38.32% to 81.55% [5]. Group 3: Business Segments and Growth Potential - The electronic new materials and polymer composite materials segments are identified as key growth drivers, particularly in high-demand areas such as aerospace and new energy vehicles [6][7]. - The company’s PMI foam product is positioned as a critical material in commercial aerospace, with established partnerships and ongoing demand for lightweight solutions [7]. - The target for the electronic materials segment includes advancements in target materials for photovoltaic and semiconductor applications, with a focus on various product lines [8]. Group 4: Future Plans and Goals - The company aims to strengthen its core business and enhance competitiveness in the energy conservation sector while expanding its new materials segment [9][10]. - Future strategies include maintaining a focus on core industries, avoiding diversification outside primary business areas, and enhancing international market presence through strategic partnerships [9][10].

Group 1 - The company, Longhua Technology, specializes in high-efficiency composite coolers primarily used in large industrial heat transfer fields such as petroleum, chemical (including coal chemical), electric power, metallurgy, building materials, polysilicon, and cement [2]