经济观察网据人民财讯消息，12月12日，龙磁科技（300835）全资子公司安徽金寨将军磁业有限公司高 性能永磁铁氧体多极转子生产线窑炉正式点火投产。 ...

人民财讯12月13日电，12月12日，龙磁科技（300835）全资子公司安徽金寨将军磁业有限公司高性能永 磁铁氧体多极转子生产线窑炉正式点火投产。 ...

2025年12月10日稀土市场行情： 根据包头稀土产品交易所显示，今日稀土主流产品价格走势分化。氧化镨钕均价57.91万元/吨，下跌 0.26万元/吨；金属镨钕均价70.56万元/吨，下跌0.61万元/吨；氧化镝均价136.40万元/吨，上涨0.07万元/ 吨；氧化铽均价633.25万元/吨，下跌0.92万元/吨。今日询价氧化钕、氧化镨、氧化镧铈、氧化铕、氧 化钇等产品成交信息较少，请慎重参考。目前，镨钕市场延续弱稳走势，贸易商维持出货，下游维持低 价采购，同时上游现货供应偏紧，实际成交一般，商家议价僵持。中重稀土市场活跃度依旧偏低，下游 询价有限，价格保持弱稳。整体来看，稀土市场活跃度偏低，部分企业将工作重心向年末收尾转移，近 期稀土价格或保持弱稳走势。 A股市场部分稀土永磁概念股行情表现（2025年12月10日） 代码名称最新价（元）涨跌幅（%）成交额688456有研粉材51.475.362.38亿元002497雅化集团 21.974.1210.16亿元300706阿石创37.643.724.81亿元300835龙磁科技64.52.412.49亿元002738中矿资源 65.382.3815.07亿元 本 ...

Core Viewpoint - Long Magnetic Technology (300835.SZ) reports positive progress in its chip inductor business, with new product development gaining customer recognition and expected batch deliveries starting in Q1 next year [1] Group 1: Chip Inductor Business - The company has successfully developed new products in its chip inductor segment, which have been recognized by customers [1] - Some products are anticipated to begin gradual mass delivery in the first quarter of next year [1] - The TLVR inductor has passed customer performance testing, and small batch orders have been received for certain products [1] Group 2: Magnetic Material Business - The company's gross margin in the magnetic material sector is at a favorable level within the industry [1] - Future strategies include optimizing product structure, controlling costs, and upgrading customers to maintain or enhance gross margins [1] - The company plans to add 10,000 tons of permanent magnet product capacity and achieve localized raw material supply [1] Group 3: Expansion and Focus Areas - Upon completion of the expansion at the Vietnam base, the total domestic and overseas permanent magnet capacity will reach 60,000 tons [1] - The company will focus on the incremental fields of new energy vehicles, industrial motors, and green energy in the ferrite permanent magnet materials sector [1]

答：公司当前的目标是继续打造6万吨永磁铁氧体产能，除新建产能外， 我们正积极推进产能布局整合、现有产能挖潜和效率提升，力求以低成本扩 张方式增加产能。自2016年开始建设海外第一条生产线以来，海外生产基地 平稳运行，运营成果显著，成为公司重要的业绩增长点。公司将进一步强化"高 端制造+全球化供应"双轮驱动模式，计划在现有基础上再新增1万吨永磁产品 产能并实现原料本地化供应。待越南基地扩产完成后，公司海内外永磁总产 能将达到6万吨，并进一步整合供应链，释放规模效应和成本优势。 5.铁氧体永磁材料的技术进展和下游拓展情况 投 资 者 关 系活动类别 特定对象调研 ☐ 分析师会议 ☐ 媒体采访 ☐ 业绩说明会 ☐ 新闻发布会 ☐ 路演活动 ☐ 现场参观 其他（电话会议） 参 与 单 位 名称及 人员姓 名 中信保诚 吴振华、孙浩中、陈超俊、王优草、孙舒禺 景顺长城基金 董晗、周晋冬 中信建投证券 王介超、郭衍哲 国泰海通 孙炫浩 华安证券 徐程晨 国联民生证券 袁妲 国寿安保基金 季天华、张琦、肖佳琪、宋易潞 建信基金 许晴晖、邵卓、程星烨、李登虎 聚鸣资产 史书、胥本涛、唐权喜 国金证券 丁彦文 东方基金 蒋英杰 ...

Group 1 - The core viewpoint of the news is that Longmag Technology's stock has experienced fluctuations, with a notable increase in price over the year, but a recent decline in the short term [1] - As of November 28, Longmag Technology's stock price is 60.37 CNY per share, with a market capitalization of 7.199 billion CNY [1] - The company has seen a year-to-date stock price increase of 96.48%, with a 14.79% rise over the last five trading days [1] Group 2 - For the period from January to September 2025, Longmag Technology achieved operating revenue of 937 million CNY, representing a year-on-year growth of 11.43% [2] - The net profit attributable to shareholders for the same period was 133 million CNY, showing a year-on-year increase of 34.10% [2] - The company has distributed a total of 134 million CNY in dividends since its A-share listing, with 70.34 million CNY distributed in the last three years [3] Group 3 - Longmag Technology's main business revenue composition includes magnetic materials (85.54%), commutators and others (9.93%), micro-inverters and accessories (4.37%), and leasing (0.16%) [1] - The company is classified under the non-ferrous metals industry, specifically in the metal new materials and magnetic materials sector [1] - As of September 30, 2025, the number of shareholders decreased by 11.41% to 16,200, while the average circulating shares per person increased by 13.36% to 5,072 shares [2]

Group 1 - The core viewpoint of the news is that Longmag Technology's stock has experienced fluctuations, with a recent decline of 2.01% and a significant increase of 106.14% year-to-date [1] - As of November 26, the stock price is reported at 63.34 CNY per share, with a total market capitalization of 7.553 billion CNY [1] - The company has seen a net outflow of 43.27 million CNY in principal funds, with large orders showing a mixed buying and selling trend [1] Group 2 - For the period from January to September 2025, Longmag Technology achieved operating revenue of 937 million CNY, representing a year-on-year growth of 11.43%, and a net profit attributable to shareholders of 133 million CNY, up 34.10% year-on-year [2] - The company has distributed a total of 134 million CNY in dividends since its A-share listing, with 70.34 million CNY distributed over the past three years [3] - As of September 30, 2025, the number of shareholders decreased by 11.41% to 16,200, while the average circulating shares per person increased by 13.36% to 5,072 shares [2]

（文章来源：证券日报） 证券日报网讯龙磁科技11月25日在互动平台回答投资者提问时表示，公司软磁及电感产品凭借高效的开 发能力与强劲的技术实力陆续获得客户认可。未来将持续推动深化合作，有效促进订单转化落地。 ...

Core Viewpoint - The company, Long Magnetic Technology (龙磁科技), emphasizes its competitive advantages in power supply products for computing infrastructure, highlighting superior material properties and environmental adaptability [2]. Group 1: Product Performance - The company reports outstanding performance in material characteristics, such as high-frequency loss control of magnetic cores [2]. - Environmental adaptability is noted, with products capable of operating in wide temperature ranges [2]. - The electromagnetic compatibility (EMC/EMI) of the products has also been validated as exceptional [2]. Group 2: Strategic Focus - The company plans to continue focusing on the demands of computing scenarios to enhance the efficiency and power density of magnetic components [2]. - There is a commitment to support the upgrade of computing infrastructure with stronger product offerings [2].

（记者 胡玲） 龙磁科技（300835.SZ）11月25日在投资者互动平台表示，公司软磁及电感产品凭借高效的开发能力与 强劲的技术实力陆续获得客户认可。未来将持续推动深化合作，有效促进订单转化落地。 每经AI快讯，有投资者在投资者互动平台提问：请问公司电源相关产品对接海外客户是否顺利？ ...