证券日报网讯 12月18日，隆华科技（300263）在互动平台回答投资者提问时表示，公司致力于光伏领 域的新产品研发，其陶瓷系列靶材产品已通过主流光伏企业客户的认证，同时开展多种适用于异质结、 钙钛矿、叠层电池等领域新型靶材的研究，坚持走差异化研发路线，其自主开发的光伏用高迁移率 HITO靶材转换效率刷新行业内电子迁移率记录，实现质的突破。 ...

Core Viewpoint - Longhua Technology (300263.SZ) has announced that Zhaoheng Technology's PMI series structural foam materials are widely used in various types of civil and military aircraft, drones, and other flying vehicles, as well as in aerospace, maglev trains, ships, radar communication, and medical equipment [1] Group 1 - Zhaoheng Technology's PMI series products are utilized in aircraft bodies, wings, and blades, showcasing their versatility in the aerospace sector [1] - The EPMI absorbing material is designed specifically for stealth applications in flying vehicles, highlighting its advanced engineering [1] - EPMI foam, based on polymethyl methacrylate (PMI), offers excellent mechanical and dielectric properties, effectively absorbing electromagnetic waves across multiple frequency bands [1]

格隆汇12月9日丨隆华科技(300263.SZ)在互动平台表示，公司未直接或间接持有摩尔线程股份。 ...

证券日报网讯12月3日，隆华科技（300263）在互动平台回答投资者提问时表示，公司三季度收入和利 润的提升，得益于公司战略聚焦与三大板块的协同发展，核心业务竞争力提升、战略客户合作深化及新 兴业务布局逐步落地。公司将继续围绕长期发展战略，强化内生增长动力，推动业绩可持续提升。 ...

Core Viewpoint - Longhua Technology's stock has shown a positive trend with a year-to-date increase of 13.64%, despite recent fluctuations in the short term [1][2]. Financial Performance - For the period from January to September 2025, Longhua Technology achieved a revenue of 2.326 billion yuan, representing a year-on-year growth of 20.49%. The net profit attributable to the parent company was 180 million yuan, reflecting a year-on-year increase of 16.64% [2]. Stock Market Activity - As of December 1, Longhua Technology's stock price was 8.24 yuan per share, with a trading volume of 100 million yuan and a turnover rate of 1.26%. The total market capitalization stood at 8.528 billion yuan [1]. - The stock experienced a net inflow of main funds amounting to 12.6793 million yuan, with significant buying and selling activities recorded [1]. Shareholder Information - As of September 30, the number of shareholders for Longhua Technology reached 47,000, an increase of 11.74% from the previous period. The average number of circulating shares per person was 20,766, up by 3.32% [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 16.423 million shares, an increase of 11.0926 million shares compared to the previous period [3]. Business Segments - 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].

Group 1 - The core viewpoint of the news is that Longhua Technology's stock has shown fluctuations, with a recent increase of 2.02% and a year-to-date increase of 11.57% despite recent declines in the last five, twenty, and sixty trading days [1] - As of November 27, Longhua Technology's stock price is reported at 8.09 yuan per share, with a market capitalization of 8.373 billion yuan [1] - The company has seen a net inflow of main funds amounting to 2.2206 million yuan, with significant buying and selling activity from large orders [1] 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] - As of September 30, 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 attributable to shareholders of 180 million yuan, up 16.64% year-on-year [2] - The number of shareholders increased by 11.74% to 47,000, with an average of 20,766 circulating shares per person, an increase of 3.32% [2] Group 3 - Longhua Technology has distributed a total of 315 million yuan in dividends since its A-share listing, with 98.0855 million yuan distributed over the past three years [3] - As of September 30, 2025, Hong Kong Central Clearing Limited is the fifth-largest circulating shareholder, holding 16.423 million shares, an increase of 11.0926 million shares from the previous period [3]

Core Viewpoint - Longhua Technology's stock price has shown fluctuations, with a year-to-date increase of 10.61% but a recent decline over the past five trading days of 10.59% [1] Group 1: Stock Performance - As of November 24, Longhua Technology's stock price was 8.02 CNY per share, with a trading volume of 1.66 billion CNY and a turnover rate of 2.16%, resulting in a total market capitalization of 8.301 billion CNY [1] - The net inflow of main funds was 15.5762 million CNY, with large orders accounting for 24.54% of purchases and 15.63% of sales [1] - The stock has experienced a decline of 6.74% over the past 20 days and 7.82% over the past 60 days [1] Group 2: Company Overview - Longhua Technology Group (Luoyang) Co., Ltd. was established on July 5, 1995, and listed on September 16, 2011, with its main business involving electronic new materials, polymer composite materials, and energy-saving environmental protection [1] - The 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 others (0.89%) [1] Group 3: Financial Performance - For the period from January to September 2025, Longhua Technology achieved an operating income of 2.326 billion CNY, representing a year-on-year growth of 20.49%, and a net profit attributable to the parent company of 180 million CNY, up 16.64% year-on-year [2] - Cumulative cash dividends since the A-share listing amount to 315 million CNY, with 98.0855 million CNY distributed over the past three years [3] Group 4: Shareholder Information - As of September 30, 2025, the number of shareholders increased to 47,000, with an average of 20,766 circulating shares per person, reflecting a 3.32% increase [2] - Hong Kong Central Clearing Limited is the fifth-largest circulating shareholder, holding 16.423 million shares, an increase of 11.0926 million shares compared to the previous period [3]

Core Viewpoint - Longhua Technology (300263) emphasizes the application of advanced extraction and separation technology in various industries, highlighting its potential for growth and innovation in resource recovery and recycling [1] Group 1: Company Overview - Longhua Technology's subsidiary, Sanuo New Materials, utilizes advanced extraction and separation technology [1] - The company focuses on a range of applications including hydrometallurgy, rare earth separation, and lithium extraction from salt lakes [1] Group 2: Industry Applications - The extraction technology is widely applied in urban mining resource disposal, battery metal recovery, and recycling [1] - The sectors mentioned indicate a strong alignment with current trends in sustainable resource management and circular economy practices [1]

Core Viewpoint - The company emphasizes the importance of research and development in new technologies and products, actively exploring domestic alternatives [1] Group 1: Company Strategy - The company will continue to strengthen its independent innovation capabilities in core technologies [1] - The company aims to enhance its competitiveness and expand its market space [1]

Core Viewpoint - Longhua Technology (300263) has successfully completed the scientific evaluation of new wave-absorbing materials, breaking the foreign blockade on core military materials and successfully applying them to multiple key equipment [1] Group 1 - The company's EPMI has achieved significant technological advancements in wave-absorbing materials [1] - The successful application of these materials marks a critical development in military technology [1] - This achievement indicates a potential shift in the competitive landscape of military materials, reducing reliance on foreign sources [1]