关于隆华转债赎回实施暨即将停止交易的重要提示性公告 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 重要内容提示： 1、最后交易日：2025 年 8 月 26 日 2025 年 8 月 26 日为"隆华转债"最后一个交易日；当日"隆华转债"简称为 "Z 华转债"；2025 年 8 月 26 日收市后"隆华转债"将停止交易。 2、最后转股日：2025 年 8 月 29 日 2025 年 8 月 27 日至 2025 年 8 月 29 日收市前，持有"隆华转债"的投资者仍 可进行转股，2025 年 8 月 29 日收市后，未实施转股的"隆华转债"将停止转股， 剩余可转债将按照 100.22 元/张的价格被强制赎回。若被强制赎回，投资者可能面 临大额投资损失。 3、截至 2025 年 8 月 22 日收市后，距离"隆华转债"停止交易日（2025 年 8 月 27 日）仅剩下 2 个交易日，距离"隆华转债"停止转股日（2025 年 9 月 1 日） 仅剩下 5 个交易日。 特别提示： 1、"隆华转债"（债券代码：12312 ...

Core Viewpoint - The company, Longhua Technology Group, has announced the early redemption of its convertible bonds due to the stock price exceeding the specified threshold, which will lead to the bonds being delisted from the Shenzhen Stock Exchange [2][3]. Group 1: Convertible Bond Redemption - The redemption price for the "Longhua Convertible Bonds" is set at 100.22 CNY per bond, which includes the face value and accrued interest at an annual rate of 2.40% [2][7]. - The company’s board approved the early redemption of the bonds on August 8, 2025, after the stock price exceeded 130% of the conversion price for 15 trading days [2][5]. - The bonds will stop trading on August 27, 2025, and the redemption will take place on September 1, 2025 [7][8]. Group 2: Bond Issuance and Trading - The company issued 7,989,283 convertible bonds on July 30, 2021, with a total value of 799.9283 million CNY [2][3]. - The bonds were listed on the Shenzhen Stock Exchange on August 23, 2021, under the code 123120 [3]. - The conversion period for the bonds started on February 7, 2022, and will end on July 29, 2027 [3]. Group 3: Conversion Price Adjustments - The conversion price has been adjusted multiple times, with the latest adjustment setting it at 6.15 CNY per share effective from September 13, 2024 [4][5]. - The conversion price was previously adjusted from 7.75 CNY to 6.15 CNY, reflecting market conditions [4][5]. Group 4: Redemption Conditions - The company has the right to redeem the bonds if the stock price remains above 130% of the conversion price for a specified period or if the unconverted bond balance falls below 30 million CNY [5][6]. - The accrued interest for the redemption period is calculated based on the bond's face value and the applicable interest rate [6][7].

| | | 隆华科技集团（洛阳）股份有限公司 关于提前赎回隆华转债的第九次提示性公告 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。 特别提示： 1、"隆华转债"（债券代码：123120）赎回价格：100.22 元/张（债券面值加当 期应计利息，当期年利率为 2.40%，且当期利息含税），扣税后的赎回价格以中国证 券登记结算有限责任公司深圳分公司（以下简称"中国结算"）核准的价格为准。 9、赎回类别：全部赎回 10、根据安排，截至 2025 年 8 月 29 日收市后尚未实施转股的"隆华转债"将 被强制赎回，本次赎回完成后，"隆华转债"将在深圳证券交易所（以下简称"深交 所"）摘牌。债券持有人持有的"隆华转债"如存在被质押或被冻结的，建议在停止 交易和转股日前解除质押和冻结，以免出现无法转股而被强制赎回的情形。 11、债券持有人若转股，需开通创业板交易权限。投资者不符合创业板股票适 当性管理要求的，不能将所持"隆华转债"转换为股票，特提请投资者关注不能转 1 2、赎回条件满足日：2025 年 8 月 8 日 3、停止交易日：2025 年 8 月 27 日 4、 ...

Core Viewpoint - The semiconductor sputtering target materials industry, often overlooked, is crucial for the semiconductor supply chain, with significant investment potential as domestic alternatives emerge to replace long-standing foreign monopolies [2][4]. Industry Overview: What are Sputtering Target Materials? - Sputtering target materials are essential for physical vapor deposition (PVD) processes, creating functional thin films on substrates like silicon wafers through magnetron sputtering technology [6][8]. - These materials are critical for manufacturing integrated circuits, specifically in metal interconnect layers, barrier layers, and contact layers, requiring ultra-high purity (typically above 99.9995%) and precise dimensions [8][12]. Classification of Targets - Targets are categorized by material type: metal targets (e.g., copper, aluminum), alloy targets (e.g., copper-manganese), and ceramic targets (e.g., indium tin oxide) [12][10]. - Each type serves specific functions in semiconductor applications, with increasing purity and structural uniformity requirements as technology advances [12][13]. Upstream Supply: High-Purity Metals and Equipment - The upstream supply involves high-purity metal and non-metal raw materials, with significant reliance on imports for high-purity materials [15][16]. - Key domestic producers include Xinjiang Zhonghe for aluminum and Jiangfeng Electronics for tungsten, while global leaders include Hydro for high-purity aluminum and Hitachi Metals for tungsten [16][15]. Midstream Manufacturing: Technically Intensive Core Segment - The midstream segment encompasses the manufacturing of sputtering targets, involving complex processes such as melting, forming, and binding, requiring significant R&D investment [18][17]. - Precision in temperature, time, and atmosphere during melting is crucial for ensuring material uniformity and purity [18]. Downstream Coating: Sputter Coating - The main coating processes include PVD and chemical vapor deposition (CVD), with PVD being the predominant method in semiconductor and display applications [19][21]. - The sputtering coating market is largely dominated by American and Japanese multinational corporations [21]. Terminal Applications: Core Demand from Semiconductor Industry - Downstream applications are primarily in semiconductor chip manufacturing, where sputtering target materials are vital for forming key chip structures [22][23]. - The demand for high-quality sputtering targets is driven by the increasing performance requirements of chips in high-performance computing, AI, and 5G communications [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% [47]. - The market is projected to reach 194.5 billion yuan by 2027, with a CAGR of 10.7% during the forecast period [47]. Competitive Landscape - The global sputtering target market is characterized by an oligopoly, with major players like JX Nippon Mining, Honeywell, and Tosoh dominating approximately 80% of the market [60][62]. - Domestic companies such as Jiangfeng Electronics and Yuyuan New Materials are making significant strides in technology and market penetration, particularly in the midstream segment [64]. Future Development Trends - The industry is expected to see increased demand for higher purity and quality sputtering targets as semiconductor processes advance to 3nm and below [68]. - Emerging applications in AI, IoT, and automotive sectors are anticipated to drive further growth in the sputtering target market [69]. Core Investment Logic - Investing in semiconductor sputtering targets is fundamentally about investing in certainty, as demand remains closely tied to capital expenditures in wafer manufacturing [74]. - The industry is protected by high technical barriers, long certification cycles, and strong customer loyalty, making it difficult for new entrants [75]. - The narrative of domestic substitution presents a significant investment opportunity, with domestic leaders poised to capture market share from established foreign players [76].

Group 1 - The company, Longhua Technology, announced that the redemption price of its convertible bonds may significantly differ from the market price before the suspension of trading and conversion of "Longhua Convertible Bonds" [2] - Investors are reminded to complete the conversion process by September 1, 2025, to avoid potential losses [2]

| | | 隆华科技集团（洛阳）股份有限公司 关于提前赎回隆华转债的第八次提示性公告 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。 特别提示： 1、"隆华转债"（债券代码：123120）赎回价格：100.22 元/张（债券面值加当 期应计利息，当期年利率为 2.40%，且当期利息含税），扣税后的赎回价格以中国证 券登记结算有限责任公司深圳分公司（以下简称"中国结算"）核准的价格为准。 2、赎回条件满足日：2025 年 8 月 8 日 8、投资者赎回款到账日：2025 年 9 月 8 日 9、赎回类别：全部赎回 10、根据安排，截至 2025 年 8 月 29 日收市后尚未实施转股的"隆华转债"将 被强制赎回，本次赎回完成后，"隆华转债"将在深圳证券交易所（以下简称"深交 所"）摘牌。债券持有人持有的"隆华转债"如存在被质押或被冻结的，建议在停止 交易和转股日前解除质押和冻结，以免出现无法转股而被强制赎回的情形。 11、债券持有人若转股，需开通创业板交易权限。投资者不符合创业板股票适 当性管理要求的，不能将所持"隆华转债"转换为股票，特提请投资者关注不能转 1 ...

金融界消息 截至2025年8月20日收盘，隆华科技（300263）报收于8.97元，上涨3.1%，换手率7.89%， 成交量74.66万手，成交金额6.59亿元。 隆华科技最新一期业绩显示，截至2025一季报，公司营业总收入6.39亿元、同比减少0.46%，归属净利 润4499.01万元，同比减少18.11%，扣非净利润4071.54万元，同比减少20.52%，流动比率1.845、速动比 率1.338、资产负债率51.00%。 天眼查商业履历信息显示，隆华科技集团(洛阳)股份有限公司，成立于1995年，位于洛阳市，是一家以 从事通用设备制造业为主的企业。企业注册资本90433.3567万人民币，实缴资本5000万人民币。公司法 定代表人为李占强。 通过天眼查大数据分析，隆华科技集团(洛阳)股份有限公司共对外投资了26家企业，参与招投标项目 703次，知识产权方面有商标信息2条，专利信息364条，此外企业还拥有行政许可233个。 来源：金融界 资金流向方面，今日主力资金净流入7319.82万元，占比成交额11.11%。其中，超大单净流入3977.24万 元、占成交额6.04%，大单净流入3342.58万元、占成 ...

| | | 隆华科技集团（洛阳）股份有限公司 关于提前赎回隆华转债的第七次提示性公告 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。 特别提示： 1、"隆华转债"（债券代码：123120）赎回价格：100.22 元/张（债券面值加当 期应计利息，当期年利率为 2.40%，且当期利息含税），扣税后的赎回价格以中国证 券登记结算有限责任公司深圳分公司（以下简称"中国结算"）核准的价格为准。 9、赎回类别：全部赎回 10、根据安排，截至 2025 年 8 月 29 日收市后尚未实施转股的"隆华转债"将 被强制赎回，本次赎回完成后，"隆华转债"将在深圳证券交易所（以下简称"深交 所"）摘牌。债券持有人持有的"隆华转债"如存在被质押或被冻结的，建议在停止 交易和转股日前解除质押和冻结，以免出现无法转股而被强制赎回的情形。 11、债券持有人若转股，需开通创业板交易权限。投资者不符合创业板股票适 当性管理要求的，不能将所持"隆华转债"转换为股票，特提请投资者关注不能转 1 2、赎回条件满足日：2025 年 8 月 8 日 3、停止交易日：2025 年 8 月 27 日 4、 ...

| | | 隆华科技集团（洛阳）股份有限公司 关于提前赎回隆华转债的第六次提示性公告 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。 特别提示： 股的风险。 风险提示：本次可转换公司债券赎回价格可能与"隆华转债"停止交易和转股 前的市场价格存在较大差异，特别提醒持有人注意在限期内转股。如果投资者不能 在 2025 年 9 月 1 日之前自行完成转股，可能面临损失，敬请投资者注意。 隆华科技集团（洛阳）股份有限公司（以下简称"公司"）于2025年8月8日召 开第六届董事会第六次会议，审议通过了《关于提前赎回隆华转债的议案》，因公司 股票自2025年7月21日至2025年8月8日已有十五个交易日的收盘价格高于当期转股 价格（6.10元/股）的130%（即7.93元/股），触发了《隆华科技集团（洛阳）股份有 限公司向不特定对象发行可转换公司债券并在创业板上市募集说明书》（以下简称 "《募集说明书》"）约定的有条件赎回条款，为降低公司财务费用及资金成本，经审 慎考虑，公司董事会同意行使"隆华转债"提前赎回权，并授权公司管理层负责后 续"隆华转债"赎回的全部相关事宜。现 ...

Core Points - Longhua Technology announced that unconverted "Longhua Convertible Bonds" will be forcibly redeemed after the market closes on August 29, 2025, and will be delisted from the Shenzhen Stock Exchange after the redemption is completed [2] - Bondholders are advised to lift any pledges or freezes on their "Longhua Convertible Bonds" before the trading and conversion stop date to avoid being forced to redeem without the ability to convert [2]