Group 1 - The core viewpoint of the article is that Longhua Technology (300263.SZ) has indicated that its target material products are widely used in HJT, BC, and perovskite battery fields [1] Group 2 - The company's target materials are essential components in the production of advanced solar cells, indicating a strong position in the renewable energy sector [1] - The mention of HJT (Heterojunction Technology) and perovskite batteries highlights the company's involvement in cutting-edge technologies that are gaining traction in the market [1] - The application of these materials in various battery technologies suggests potential growth opportunities for the company as the demand for renewable energy solutions increases [1]

Group 1 - The core viewpoint of the article is that Longhua Technology (300263.SZ) has indicated that its target material products are widely used in HJT, BC, and perovskite battery fields [1] Group 2 - The company's target materials are essential components in the production of advanced solar cells, indicating a strong position in the renewable energy sector [1] - The mention of HJT (Heterojunction Technology) and BC (Bifacial Cells) highlights the company's involvement in cutting-edge solar technologies [1] - The reference to perovskite batteries suggests potential growth opportunities in emerging battery technologies, which could enhance the company's market prospects [1]

格隆汇2月5日丨隆华科技(300263.SZ)在投资者互动平台表示，公司加大对半导体领域的投入力度，重 点聚焦存储用靶材(如钼、铜等)的研发与产业化。目前，公司在高纯铜靶等产品方面已具备相关技术积 累，并形成了一定的产业链基础，但该业务板块目前规模相较于显示靶材仍较小，未来具备较大的成长 空间。 ...

证券日报网讯 2月4日，隆华科技在互动平台回答投资者提问时表示，公司股价波动受资本市场资金风 格、宏观经济及产业变化等多重因素影响。未来，公司将继续优化经营管理，做好生产经营工作，努力 提高企业价值和股东回报。 （文章来源：证券日报） ...

格隆汇2月4日丨隆华科技(300263.SZ)在互动平台表示，公司的靶材产品目前已向多家主流光伏企业供 货。 ...

Group 1 - The core viewpoint of the article is that Longhua Technology (300263.SZ) has successfully supplied its target materials to several mainstream photovoltaic companies [1] Group 2 - The company is actively engaging with the photovoltaic industry by providing essential materials [1]

Core Insights - The U.S. and Japan are actively seeking to reduce their dependence on rare earth elements, with Japan conducting successful trials for rare earth mud extraction in the Pacific Ocean [1] - Japan currently relies on China for over 70% of its rare earth imports, prompting increased focus on domestic development following China's export restrictions [1] - The U.S. plans to initiate a critical mineral reserve program with an initial funding of $12 billion to decrease reliance on China for rare earth resources [1] - China maintains a dominant position in rare earth resources, extraction technology, and downstream applications, making it challenging for other countries to rebuild their rare earth supply chains [1] Industry Performance - The A-share rare earth sector showed strong performance, with the sector rising by 3.80%, led by companies like Longhua Technology, which increased by 11.46% [3] - Analysts highlight a supply-demand resonance in the rare earth market, with increasing supply concentration and growing demand from sectors like new energy and high-end manufacturing [3] - The strategic value of rare earth resources is becoming more pronounced globally, with many countries emphasizing the importance of critical mineral reserves [3] Company Highlights - Shenghe Resources is a significant player in the domestic rare earth industry, involved in mining, refining, and recycling, with projected earnings growth exceeding 339% by 2025 [5] - Northern Rare Earth is one of the largest rare earth production and processing bases in China, benefiting from resource advantages and stable product supply [5] - Jieneng Permanent Magnet is a high-tech enterprise specializing in rare earth permanent magnet materials, positioned to benefit from the growing demand in sectors like electric vehicles and wind power [5]

证券之星消息，2月3日通用设备板块较上一交易日上涨3.25%，春晖智控领涨。当日上证指数报收于 4067.74，上涨1.29%。深证成指报收于14127.1，上涨2.19%。通用设备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) | | --- | --- | --- | --- | --- | --- | | 300943 | 春晖智控 | 30.50 | 12.01% | 22.82万 | 6.80亿 | | 301468 | 博盈特焊 | 73.10 | 11.94% | 11.76万 | 8.28亿 | | 300263 | 隆华科技 | 11.57 | 11.46% | 136.40万 | 15.47 乙 | | 002342 | 巨力索具 | 16.01 | 10.03% | 156.17万 | 23.94亿 | | 000811 | 冰轮环境 | 17.33 | 10.03% | 45.68万 | 7.64亿 | | 002943 | 宇晶股份 | 81.11 | 9.99% | 4.24万 | 3.35亿 | | 000039 | 中隼隼团 ...

Core Viewpoint - The company is adapting to the evolving demands of the photovoltaic industry, particularly in the development of new materials for thin-film solar technologies such as perovskite and heterojunction cells [1] Group 1: Company Development - The company has achieved steady growth in the field of ITO target materials for photovoltaics despite challenges in the overall solar industry over the past two years [1] - The company is focusing on the development of next-generation TCO materials, emphasizing low indium and cost-effective technology pathways [1] - The company plans to enhance its ITO target material production capacity with the commissioning of 500 tons of new capacity by July 2024, marking the completion of its industrial layout in the photovoltaic market [1] Group 2: Product Focus - The company is advancing the research and application of IZO (Indium Zinc Oxide) target materials, primarily aimed at the perovskite cell sector, which has shown promising performance metrics compared to industry peers [1] - The company is also developing AZO (Aluminum-Doped Zinc Oxide) target materials, focusing on new doping systems to improve core properties such as durability and radiation resistance [1] - The company is concurrently working on the development of other TCO materials, including nickel oxide, establishing a systematic product planning for TCO materials [1] Group 3: Industry Collaboration - The company is actively collaborating with national projects to provide precious metal target materials, including gold targets, for the photovoltaic sector [1] - The company has built a tiered product layout system in the photovoltaic materials field, progressing from first-generation to third-generation products [1] - The company is committed to continuous technological iteration and market application in the photovoltaic materials sector [1]

Core Viewpoint - Longhua Technology experienced a decline of 2.25% in stock price on January 30, with a trading volume of 593 million yuan, indicating a potential shift in investor sentiment and market dynamics [1] Financing Summary - On January 30, Longhua Technology had a financing buy amount of 78.90 million yuan and a financing repayment of 83.49 million yuan, resulting in a net financing outflow of 4.59 million yuan [1] - The total financing and margin trading balance for Longhua Technology reached 657 million yuan, accounting for 6.35% of its circulating market value, which is above the 50th percentile level over the past year, indicating a relatively high financing level [1] - The company had a margin repayment of 13,300 shares on January 30, with no shares sold short, and a margin balance of 37,000 yuan, which is below the 10th percentile level over the past year, suggesting a low level of short selling activity [1] Company Overview - Longhua Technology Group (Luoyang) Co., Ltd. was established on July 5, 1995, and listed on September 16, 2011. The company operates in electronic new materials, polymer composite materials, and energy-saving environmental protection [2] - The revenue composition of Longhua Technology includes: 35.87% from energy-saving heat exchange equipment, 26.91% from target materials and ultra-high temperature special materials, 13.49% from environmental water treatment products, and smaller contributions from other segments [2] - As of September 30, the number of shareholders increased to 47,000, up by 11.74%, with an average of 20,766 circulating shares per person, an increase of 3.32% [2] Financial Performance - For the period from January to September 2025, Longhua Technology reported a revenue of 2.326 billion yuan, representing a year-on-year growth of 20.49%, and a net profit attributable to shareholders of 180 million yuan, up 16.64% year-on-year [2] Dividend Information - Longhua Technology has distributed a total of 315 million yuan in dividends since its A-share listing, with cumulative distributions of 98.09 million yuan over the past three years [3] Institutional Holdings - As of September 30, 2025, Hong Kong Central Clearing Limited was the fifth largest circulating shareholder of Longhua Technology, holding 16.423 million shares, an increase of 11.0926 million shares compared to the previous period [3]