Group 1 - The core viewpoint of the news is that the rare earth permanent magnet concept stocks in the A-share market experienced a significant increase, with several stocks hitting the daily limit up [1] - Notable performers include Antai Technology, Jiaozuo Wanfang, and Zhong Rare Earth, all of which reached a 10% increase [1] - Other stocks such as Longhua Technology, Yujing Co., Zhongkuang Resources, Northern Rare Earth, and China Rare Earth also saw substantial gains, with increases ranging from 3% to over 7% [1] Group 2 - The table lists specific stocks along with their performance metrics, showing that Antai Technology (code 000969) has a market capitalization of 29.1 billion and a year-to-date increase of 31.89% [2] - Jiaozuo Wanfang (code 000612) also reached a 10% increase, with a market cap of 15.9 billion and a year-to-date increase of 20.78% [2] - Zhong Rare Earth (code 600111) has a market cap of 184.8 billion and a year-to-date increase of 10.86%, reflecting a positive trend in the sector [2]

Core Viewpoint - Longhua Technology has experienced a significant stock price increase, reflecting positive market sentiment and potential investment opportunities in the company [1][2]. Group 1: Company Overview - Longhua Technology Group (Luoyang) Co., Ltd. is located in Luoyang, Henan Province, and was established on July 5, 1995, with its listing date on September 16, 2011 [1]. - The company's main business areas include electronic new materials, polymer composite materials, and energy-saving environmental protection [1]. - The revenue composition of Longhua Technology is as follows: 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%), other (0.89%), and environmental water treatment engineering contracting (0.55%) [1]. Group 2: Fund Holdings - One fund under Huatai PineBridge has a significant position in Longhua Technology, specifically the Huatai PineBridge CSI Environmental Governance Index (LOF) A (501030), which increased its holdings by 26,800 shares in the third quarter, totaling 897,800 shares, representing 2.8% of the fund's net value [2]. - The fund has realized a floating profit of approximately 439,900 yuan today, with a floating profit of 287,300 yuan during the four-day stock price increase [2]. - The Huatai PineBridge CSI Environmental Governance Index (LOF) A was established on December 29, 2016, with a current scale of 182 million yuan, and has recorded a year-to-date return of 2.57% [2].

证券日报网讯1月5日，隆华科技（300263）在互动平台回答投资者提问时表示，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 maintains a "Recommended" investment rating for the mechanical industry, indicating a positive outlook for the sector [7]. Core Insights - The mechanical equipment sector has shown strong performance, with the Shanghai Stock Exchange's mechanical equipment index rising by 4.50% from December 21 to December 26, 2025, outperforming the CSI 300 index by 2.55 percentage points [12]. - The low-altitude economy is gaining traction, with the National Development and Reform Commission officially categorizing it as a comprehensive economic form that drives innovation and application in related industries [3]. - The export of engineering machinery from China has seen significant growth, with a total export value of $52.3 billion in November 2025, marking a year-on-year increase of 16.6% [4]. Summary by Sections Weekly Market Review - From December 21 to December 26, 2025, the Shanghai Composite Index increased by 1.88%, the Shenzhen Component Index by 3.53%, and the ChiNext Index by 3.90%. The mechanical equipment sector outperformed the broader market, ranking 6th among 31 sectors [12]. - Sub-sectors such as general equipment, specialized equipment, and automation equipment saw increases of 5.11%, 5.30%, and 5.85%, respectively [12]. Key Sector Data Tracking - The low-altitude economy is being structured with a new statistical classification system, which will aid in policy formulation and regional development [3]. - The engineering machinery sector's export and import data for November 2025 shows a total trade value of $54 billion, with exports growing by 16.6% year-on-year [4]. - The report highlights the competitive advantages of domestic leading enterprises in the engineering machinery sector, supported by favorable supply and demand dynamics [4]. Investment Recommendations - For the low-altitude economy, recommended companies include Deep City Transportation, Sujiao Science and Technology, and Huasheng Group [5]. - In the mechanical equipment sector, recommended companies include Sany Heavy Industry, XCMG, and Anhui Heli [5].

Core Viewpoint - Longhua Technology has seen a stock price increase of 5% on December 29, reaching 9.03 yuan per share, with a trading volume of 315 million yuan and a turnover rate of 3.64%, resulting in a total market capitalization of 9.346 billion yuan [1] Group 1: Company Overview - Longhua Technology Group (Luoyang) Co., Ltd. is located in Luoyang, Henan Province, and was established on July 5, 1995, with its listing date on September 16, 2011 [1] - The company's main business includes electronic new materials, polymer composite materials, and energy-saving environmental protection [1] - The revenue composition of the main business is as follows: 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 parts 9.44%, extractants 8.76%, rail transit products 3.05%, sewage treatment 1.04%, others 0.89%, and environmental water treatment engineering contracting 0.55% [1] Group 2: Fund Holdings - According to data, one fund under GF Fund holds a significant position in Longhua Technology, specifically the GF Quantitative Multi-Factor Mixed A (005225), which held 3.3658 million shares, accounting for 0.76% of the fund's net value, ranking as the fifth-largest holding [2] - During the three-day stock price increase, the fund has realized a floating profit of approximately 1.4473 million yuan, with a floating profit of 1.178 million yuan during the same period [2] - The GF Quantitative Multi-Factor Mixed A fund was established on March 21, 2018, with a current scale of 3.618 billion yuan, and has achieved a year-to-date return of 52.59%, ranking 1101 out of 8159 in its category [2]

证券代码：300263 证券简称：隆华科技 公告编号：2025－070 隆华科技集团（洛阳）股份有限公司 1、股东减持股份情况 一、股东减持情况 | 股东 | 减持 | 减持股 | | 减持期间 | | 减持价格区间 | 减持均价 | 减持股数 | 减持比 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 方式 | 份来源 | | | | （元/股） | （元/股） | （万股） | 例 | | 通用 | 集中 | 协议 | 2025 | 年 12 | 月 | 17 日 8.16-8.60 | 8.26 | 1,000 | 0.97% | | 集团 | 竞价 | 转让 | 2025 | 年 12 月 | | 26 日 | | | | 注：上表减持比例为占公司总股本比例，占剔除已回购股份后总股本比例为 0.98%。 2、股东本次减持前后持股情况 | 股东名称 | 股份性质 | | 本次变动前持有股份 | | 本次变动后持有股份 | | --- | --- | --- | --- | --- | --- | | | | 股 ...

关于关联交易及控股子公司股权划转的进展公告 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。 证券代码：300263 证券简称：隆华科技 公告编号：2025－071 隆华科技集团（洛阳）股份有限公司 一、关联交易进展情况 隆华科技集团（洛阳）股份有限公司（以下简称"隆华科技"或"公司"）于 2025 年 10 月 27 日召开第六届董事会第八次会议，会议审议通过了《关于收购控股子公司 剩余股权暨关联交易的议案》，同意公司以自有资金 9,082.22 万元收购李明卫先生、 戴云帆先生、李江文先生、张源远先生合计持有的湖南兆恒材料科技有限公司（以下 简称"兆恒科技"）16.44%股权，交易完成后公司将持有兆恒科技 100%股权。具体内 容详见公司于 2025 年 10 月 28 日在巨潮资讯网（www.cninfo.com.cn）披露的《关于 收购控股子公司剩余股权暨关联交易的公告》（公告编号：2025-067）。 目前，兆恒科技已完成工商变更登记手续，并领取了营业执照。相关信息如下： 公司名称：湖南兆恒材料科技有限公司 成立日期：2011 年 8 月 5 日 住所 ...

12月26日，隆华科技盘中上涨2.12%，截至13:14，报8.67元/股，成交2.21亿元，换手率2.65%，总市值 89.74亿元。 截至9月30日，隆华科技股东户数4.70万，较上期增加11.74%；人均流通股20766股，较上期增加 3.32%。2025年1月-9月，隆华科技实现营业收入23.26亿元，同比增长20.49%；归母净利润1.80亿元，同 比增长16.64%。 分红方面，隆华科技A股上市后累计派现3.15亿元。近三年，累计派现9808.55万元。 机构持仓方面，截止2025年9月30日，隆华科技十大流通股东中，香港中央结算有限公司位居第五大流 通股东，持股1642.30万股，相比上期增加1109.26万股。 责任编辑：小浪快报 资金流向方面，主力资金净流入1496.64万元，特大单买入2505.82万元，占比11.34%，卖出607.77万 元，占比2.75%；大单买入5255.20万元，占比23.78%，卖出5656.60万元，占比25.59%。 隆华科技今年以来股价涨19.57%，近5个交易日涨5.22%，近20日涨7.43%，近60日涨4.33%。 资料显示，隆华科技集团(洛阳)股份 ...

证券日报网讯12月22日晚间，隆华科技（300263）发布公告称，持股5%以上股东通用技术集团投资管 理有限公司于2025年12月17日至12月22日通过集中竞价累计减持8849700股，减持后持股比例降至 4.999999%，触及5%整数倍并披露简式权益变动报告书。 ...

隆华科技集团（洛阳）股份有限公司 简式权益变动报告书 上市公司名称: 隆华科技集团（洛阳）股份有限公司 上市地点：深圳证券交易所 股票简称：隆华科技 股票代码：300263 信息披露义务人：通用技术集团投资管理有限公司 通讯地址：中国（上海）自由贸易试验区世纪大道88号金茂大厦办公楼2区40层 01、05-08、10单元 股权变动性质：股份减少，持股比例降至5%以下 签署日期：2025 年 12 月 22 日 信息披露义务人声明 一、信息披露义务人依据《公司法》《证券法》《收购管理办法》《公开发 行证券的公司信息披露内容与格式准则第15号——权益变动报告书》等相关法律、 法规及规范性文件编写本报告书。 二、信息披露义务人签署本报告书已获得必要的授权和批准。 三、依据《证券法》《收购管理办法》的规定，本报告书已全面披露信息披 露义务人在隆华科技集团（洛阳）股份有限公司中拥有权益的股份变动情况。 截至本报告书签署之日，除本报告书披露的信息外，信息披露义务人没有通 过其他任何方式增加或减少其在隆华科技集团（洛阳）股份有限公司中拥有权益 的股份。 四、本次权益变动是根据本报告书所载明的资料进行的。信息披露义务人没 有 ...