证券代码：300263 证券简称：隆华科技 公告编号：2025－064 隆华科技集团（洛阳）股份有限公司 关于持股 5%以上股东股份减持计划的预披露公告 2、持股情况：截至本公告披露日，通用集团持有公司股份 6,060 万股，占公司总股 本的 5.86%。 二、本次减持计划的主要内容 1、减持原因：自身资金需求 2、股份来源：协议转让 持股 5%以上股东通用技术集团投资管理有限公司保证向本公司提供的信息内容真 实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证信息披露内容与信息披露义务人提供的信息一致。 特别提示： 持有隆华科技集团（洛阳）股份有限公司（以下简称"公司"）6,060 万股（占公司 总股本比例 5.86%）的大股东通用技术集团投资管理有限公司（以下简称"通用集团"）， 计划自本减持计划公告之日起 15 个交易日后的 3 个月内（即 2025 年 11 月 11 日-2026 年 2 月 10 日），通过集中竞价交易方式减持本公司股份不超过 1,000 万股，即不超过公 司总股本的 0.97%（不超过剔除已回购股份后总股本的 0.98%）。 公司于近日收到通用集团出具 ...

Group 1 - The company will release its third-quarter report on October 29, and investors are encouraged to pay attention to this announcement [2] - The quarterly earnings forecast is not a mandatory disclosure under the regulations of the Shenzhen Stock Exchange [2] - The company has not confirmed any major orders or potential asset restructuring at this time [2]

格隆汇10月20日丨隆华科技(300263.SZ)在互动平台表示，公司业务不涉及二维硅基闪存芯片。 （原标题：隆华科技(300263.SZ)：业务不涉及二维硅基闪存芯片） ...

Core Viewpoint - Longhua Technology (300263.SZ) clarified on the interactive platform that its business does not involve two-dimensional silicon-based flash memory chips [1] Company Summary - Longhua Technology explicitly stated that it does not engage in the production or development of two-dimensional silicon-based flash memory chips [1]

Core Viewpoint - Longhua Technology (隆华科技) has stated that there is currently no direct cooperation with Xinkailai (新凯来) as of October 15 [1] Group 1 - Longhua Technology confirmed the lack of direct collaboration with Xinkailai on their interactive platform [1]

Core Viewpoint - Longhua Technology (300263.SZ) indicated that the revenue from direct exports is relatively small, thus having a limited impact on the company. The company is closely monitoring relevant policy dynamics and timely assessing the impact of policy changes on its business [1] Group 1 - The company's direct export revenue constitutes a small proportion of its total income [1] - The limited impact of export revenue on the company's overall performance [1] - Continuous monitoring of policy changes and their potential effects on the business [1]

Group 1 - The core point of the article is that Longhua Technology (300263.SZ) currently has no direct cooperation with Xinkailai [1]

Market Overview - The general equipment sector experienced a decline of 0.43% on October 13, with Green Island Wind leading the drop [1] - The Shanghai Composite Index closed at 3889.5, down 0.19%, while the Shenzhen Component Index closed at 13231.47, down 0.93% [1] Top Gainers - Tonghui Electronics (920509) saw a closing price of 44.17, with a significant increase of 29.99% and a trading volume of 146,200 shares, amounting to a transaction value of 604 million [1] - Jiuling Technology (920505) closed at 70.16, up 26.64%, with a trading volume of 92,500 shares and a transaction value of 610 million [1] - New Lai Materials (300260) closed at 65.58, increasing by 20.00%, with a trading volume of 426,500 shares and a transaction value of 2.714 billion [1] Top Losers - Green Island Wind (301043) closed at 49.87, down 10.63%, with a trading volume of 47,600 shares [2] - Anpeilong (301413) closed at 155.10, decreasing by 6.66%, with a trading volume of 49,000 shares [2] - Hengerd (300946) closed at 55.33, down 5.74%, with a trading volume of 39,900 shares [2] Capital Flow - The general equipment sector saw a net outflow of 1.909 billion from institutional investors, while retail investors experienced a net inflow of 2.312 billion [2] - The table of capital flow indicates that Dongmu Co. (600114) had a net inflow of 97.7951 million from institutional investors, while it faced a net outflow of 57.0838 million from retail investors [3] - New Lai Materials (300260) had a net inflow of 42.5658 million from institutional investors, with a net outflow of 19.0466 million from retail investors [3]

Group 1 - The core point of the news is that Longhua Technology has seen a significant increase in its stock price, rising 5.07% on October 13, with a total market value of 9.11 yuan per share and a trading volume of 6.71 billion yuan, marking a cumulative increase of 6.91% over four consecutive days [1] - Longhua Technology Group, established on July 5, 1995, and listed on September 16, 2011, operates in various sectors including electronic new materials, polymer composite materials, and energy-saving environmental protection [1] - The company's main business revenue composition includes: energy-saving heat exchange equipment (35.87%), target materials and ultra-high temperature special materials (26.91%), environmental water treatment products (13.49%), foam products and structural components (9.44%), extractants (8.76%), rail transit products (3.05%), sewage treatment (1.04%), and other (0.89%) [1] Group 2 - From the perspective of fund holdings, one fund under Jiao Yin Schroder has a significant position in Longhua Technology, with the Jiao Yin Zhong Zheng Environmental Governance Index (LOF) A holding 418,500 shares, accounting for 2.09% of the fund's net value, making it the fourth largest holding [2] - The fund has generated a floating profit of approximately 184,100 yuan today, and a total of 234,400 yuan during the four-day increase [2] - The Jiao Yin Zhong Zheng Environmental Governance Index (LOF) A was established on July 19, 2016, with a current scale of 131 million yuan, and has achieved a year-to-date return of 21.91% [2]

Core Viewpoint - The semiconductor materials sector, particularly sputtering targets, is often undervalued despite its critical role in the semiconductor industry. The ongoing global restructuring of the semiconductor supply chain presents significant opportunities for domestic alternatives to established foreign suppliers [2][4]. Industry Overview - Sputtering targets are essential materials used in physical vapor deposition (PVD) processes, crucial for forming functional thin films on substrates like silicon wafers. They are vital for the performance, yield, and reliability of chips [6][8]. - The demand for sputtering targets is increasing due to advancements in chip manufacturing processes, particularly as technology progresses to smaller nodes (e.g., below 7nm) [9]. Classification of Targets - Sputtering targets can be classified by shape (long, square, round), chemical composition (metal, alloy, ceramic), and application (semiconductor, display, solar cells) [10][11]. - Key materials include high-purity metals like aluminum, copper, and tantalum, which are used in various layers of semiconductor devices [12][13]. Industry Chain Analysis - The upstream supply involves high-purity metals and equipment, with significant reliance on imports for raw materials. Domestic companies are beginning to develop production capabilities [15][16]. - The midstream manufacturing process is highly technical, requiring precise control over various production stages to meet stringent quality standards [18]. - The downstream application primarily focuses on semiconductor chip manufacturing, where sputtering targets are used in critical structures like interconnect layers and barriers [22][23]. Market Situation - The global sputtering target market has grown from 82.1 billion yuan in 2018 to 116.3 billion yuan in 2022, with a compound annual growth rate (CAGR) of 9.1%. It is projected to reach 194.5 billion yuan by 2027, with a CAGR of 10.7% [46][48]. - The Chinese market for sputtering targets has also seen significant growth, with a CAGR of 14.4% from 2018 to 2022, expected to continue at 15.8% through 2027 [49][52]. Competitive Landscape - The global market is dominated by a few key players, with American and Japanese companies holding approximately 80% of the market share. Major companies include JX Nippon Mining & Metals, Honeywell, and Tosoh [60][62]. - Domestic companies like Jiangfeng Electronics and Yuyuan New Materials are making strides in technology and market penetration, particularly in lower-end products, but still face challenges in high-end target production [64]. Future Development Trends - There is a strong trend towards higher purity and quality in sputtering targets, driven by the need for advanced semiconductor processes [68]. - Emerging applications in AI, IoT, and 5G are expected to drive demand for high-performance chips, further boosting the sputtering target market [69]. - The industry is likely to see increased mergers and acquisitions as companies seek to enhance their technological capabilities and market presence [71].