隆华科技集团（洛阳）股份有限公司 2025 年度业绩预告 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。 一、本期业绩预计情况 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日。 2、业绩预告情况：自愿性业绩预告 （1）以区间数进行业绩预告的 证券代码：300263 证券简称：隆华科技 公告编号：2026-001 报告期内，公司经营情况稳健发展，核心产品竞争力不断提升，销售规模持 续增长，使得归属于上市公司股东的净利润及扣除非经常性损益后的净利润较上 年同期实现稳健增长。 四、其他相关说明 1、本次业绩预告是公司财务部门初步测算的结果，未经审计机构审计。 1 2、2025 年年度业绩数据将在本公司 2025 年年度报告中详细披露。敬请广大 投资者谨慎决策，注意投资风险。 单位：万元 | 项 目 | | 本会计年度 | | | 上年同期 | | --- | --- | --- | --- | --- | --- | | 归属于上市公司 股东的净利润 | | 18,500.00 | ～ | 23,500.00 | 13,103.9 ...

（文章来源：证券日报） 证券日报网讯 1月20日，隆华科技在互动平台回答投资者提问时表示，涉及披露的对外业务合作请以公 司公告和披露信息为准，公司将按照相关规定履行信息披露义务。 ...

证券日报网讯1月20日，隆华科技（300263）在互动平台回答投资者提问时表示，去年6月，公司两款型 号产品顺利通过韩国三星品质稽核和产品验证，导入供应商名录，开始批量供货，海外市场不断开拓。 ...

证券日报网讯1月20日，隆华科技（300263）在互动平台回答投资者提问时表示，公司经营情况数据请 见公司于法定媒体披露的定期报告。 ...

Group 1 - The core viewpoint of the news is that Longhua Technology has shown significant stock price growth and positive financial performance in recent months, indicating potential investment opportunities [1][2]. - As of January 14, Longhua Technology's stock price increased by 12.78% year-to-date, with a 9.68% rise over the last five trading days and a 19.40% increase over the last 20 days [1]. - The company reported a revenue of 2.326 billion yuan for the first nine months of 2025, representing a year-on-year growth of 20.49%, and a net profit of 180 million yuan, up 16.64% year-on-year [2]. Group 2 - Longhua Technology's main business segments include energy-saving heat exchange equipment (35.87%), target materials and ultra-high temperature special materials (26.91%), and environmental water treatment products (13.49%) [1]. - The company is classified under the mechanical equipment industry, specifically in general equipment, and is involved in sectors such as nuclear pollution prevention, drones, low-altitude economy, military-civilian integration, and sewage treatment [2]. - As of September 30, 2025, the number of shareholders increased by 11.74% to 47,000, with an average of 20,766 circulating shares per person, up 3.32% [2].

（文章来源：证券日报） 证券日报网讯 1月13日，隆华科技在互动平台回答投资者提问时表示，目前公司与多家主流光伏企业合 作开发研究钙钛矿电池，并取得了一定的成果。 ...

（原标题：隆华科技(300263.SZ)：在航天领域中，PMI泡沫可作整流罩防热复合材料的夹芯结构） 格隆汇1月13日丨隆华科技(300263.SZ)在互动平台表示，在航天领域中，PMI泡沫可作整流罩防热复合 材料的夹芯结构，为它的高速冲击过程中绝热提供了一种可靠方案。PMI泡沫用于整流罩的隔热夹芯层 具有轻质、高刚性、高导热热、膨胀率低的先天优势，既配合整流罩的大幅度减重及发动机的稳定运 行，也可实现剧烈着陆冲击过程中的隔热降噪，提升了系统的可靠性。 ...

Investment Rating - The report initiates coverage with a "Buy" rating for the company [5]. Core Insights - The company is experiencing rapid growth in the new materials sector, particularly with its PMI foam materials, which are essential for various aircraft and other applications. The subsidiary, Zhaoheng Technology, achieved a revenue of 61.836 million yuan and a net profit of 30.4063 million yuan in the first half of 2025, representing year-on-year growth of 29.11% and 45.32% respectively [1]. - The extraction agent project by the subsidiary, Sannuo New Materials, is expected to commence production within the year, significantly enhancing the company's capacity and profitability in various sectors including metallurgy and battery metal recycling [2]. - The electronic new materials business is steadily growing, with products used in semiconductor manufacturing and photovoltaic applications. The company is actively developing new target materials for various advanced technologies [2]. Financial Summary - The projected revenues for the company from 2025 to 2027 are 3.015 billion yuan, 3.858 billion yuan, and 4.881 billion yuan respectively, with net profits expected to be 185 million yuan, 282 million yuan, and 421 million yuan during the same period [4]. - The company’s earnings per share are forecasted to increase from 0.18 yuan in 2025 to 0.41 yuan in 2027, indicating a strong growth trajectory [4]. - The net profit margin is expected to improve from 4.8% in 2024 to 8.6% in 2027, reflecting enhanced operational efficiency [4].

隆华科技13日在互动平台表示，在航天领域中，公司的PMI泡沫可作整流罩防热复合材料的夹芯结构， 为它的高速冲击过程中绝热提供了一种可靠方案。PMI泡沫用于整流罩的隔热夹芯层具有轻质、高刚 性、高导热热、膨胀率低的先天优势，既配合整流罩的大幅度减重及发动机的稳定运行，也可实现剧烈 着陆冲击过程中的隔热降噪，提升了系统的可靠性。 ...

Group 1 - The core viewpoint of the article is that 隆华科技 (Longhua Technology) is collaborating with several mainstream photovoltaic companies to develop and research perovskite solar cells, achieving certain results [1]. Group 2 - The company has received inquiries regarding the specific requirements for perovskite space battery target materials, which need to meet high purity (99.999%), high density (≥95%), and low resistance [3]. - There is mention of foreign companies developing long strip target materials suitable for roll-to-roll processes, with lengths reaching up to 3 meters [3]. - The company is questioned about its collaborations with relevant enterprises if perovskite space batteries prove to be superior to gallium arsenide triple-junction batteries [3].