证券之星消息，8月21日金属新材料板块较上一交易日下跌1.98%，龙磁科技领跌。当日上证指数报收于 3771.1，上涨0.13%。深证成指报收于11919.76，下跌0.06%。金属新材料板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 688231 | 隆达股份 | 21.51 | 0.66% | 4.72万 | | 1.02亿 | | 301522 | 上大股份 | 37.19 | 0.54% | 10.27万 | | 3.87亿 | | 300748 | 金力永磁 | 29.57 | 0.41% | 75.58万 | | 22.73亿 | | 300855 | 图南股份 | 30.63 | 0.39% | 8.70万 | | 2.68亿 | | 603978 | 深圳新星 | 17.06 | -0.18% | 14.22万 | | ...

Core Viewpoint - The rare earth permanent magnet sector in the A-share market has experienced a significant pullback, with multiple companies facing substantial declines in their stock prices [1] Group 1: Market Performance - Jintian Co. has hit the daily limit down, while Beikong Technology is nearing the limit down, indicating severe market pressure [1] - Dongfang Zirconium has dropped over 7%, with Ashi Chuang and Sanchuan Wisdom both falling over 6% [1] - Other companies such as Keheng Co., Longmag Technology, Youyan Powder Materials, and Yingweideng have also seen declines exceeding 4% [1] Group 2: Company Specifics - Jintian Co. reported a decline of 9.97% with a total market capitalization of 22.6 billion [2] - Beikong Technology saw a decrease of 9.81%, with a market cap of 4.783 billion [2] - Dongfang Zirconium experienced a drop of 7.59%, with a market value of 10.5 billion [2] - Ashi Chuang's stock fell by 6.59%, with a market cap of 7.01 billion [2] - Sanchuan Wisdom decreased by 6.12%, with a market capitalization of 7.343 billion [2] - Keheng Co. dropped by 5.99%, with a market cap of 5.024 billion [2] - Longmag Technology fell by 4.89%, with a market value of 7.269 billion [2] - Youyan Powder Materials decreased by 4.44%, with a market cap of 5.181 billion [2] - Yingweideng saw a decline of 4.00%, with a market capitalization of 8.005 billion [2] - Zhenghai Magnetic Materials and Benlang New Materials both dropped by 3.29% and 3.11% respectively, with market caps of 15 billion and 3.741 billion [2]

Core Viewpoint - The rare earth permanent magnet concept stocks in the A-share market have collectively strengthened, with significant price increases observed across various companies [1]. Group 1: Stock Performance - Benlang New Materials saw a rise of over 13.44%, with a total market value of 4.069 billion and a year-to-date increase of 185.59% [2]. - Jintian Co. and Northern Rare Earth (600111) both reached the 10% limit up, with market values of 21.3 billion and 155.1 billion respectively, and year-to-date increases of 115.76% and 102.42% [2]. - Huahong Technology (002645) increased by 9.99%, with a market value of 9.544 billion and a year-to-date increase of 140.62% [2]. - Other notable performers include Zhongke Magnetic Industry (8.25% increase), Shenghe Resources (8.15% increase), and Yingweiting (8.09% increase), with respective market values of 9.232 billion, 43.9 billion, and 8.371 billion [2]. - Longmag Technology rose by 7.78%, with a market value of 7.727 billion and a year-to-date increase of 110.34% [2]. - China Rare Earth and Baogang Co. both saw increases of over 5%, with market values of 47.5 billion and 121.4 billion respectively [2].

格隆汇8月18日｜A股市场稀土永磁概念股集体走强，其中，奔朗新材涨超13%，金田股份、北方稀 土、华宏科技10CM涨停，中科磁业、盛和资源、英威腾涨超8%，龙磁科技涨超7%，中国稀土、包钢 股份、宁波韵升涨超5%。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 836807 | 奔朗新材 | | 13.44 | 40.69亿 | 185.59 | | 601609 | 美田股份 | 1 | 10.01 | 213亿 | 115.76 | | 600111 | 北方稀土 | 第 | 10.00 | 1551亿 | 102.42 | | 002645 | 华宏科技 | 1 | 9.99 | 95.44 7 | 140.62 | | 301141 | 中科磁业 | 策 | 8.25 | 92.32亿 | 105.41 | | 600392 | 盛和资源 | 1 | 8.15 | 439亿 | 145.66 | | 002334 | 英威腾 | # | 8.09 | 83.71亿 | 37.93 | | 30 ...

资金流向方面，今日主力资金净流出1451.57万元，占比成交额2.68%。其中，超大单净流出483.94万 元、占成交额0.89%，大单净流出967.63万元、占成交额1.79%，中单净流出流出1347.87万元、占成交 额2.49%，小单净流入2799.44万元、占成交额5.17%。 来源：金融界 龙磁科技最新一期业绩显示，截至2025一季报，公司营业总收入2.57亿元、同比增长1.20%，归属净利 润2847.15万元，同比减少7.50%，扣非净利润2542.42万元，同比增长3.23%，流动比率1.193、速动比率 0.617、资产负债率49.59%。 金融界消息 截至2025年8月15日收盘，龙磁科技（300835）报收于60.06元，上涨4.09%，换手率 11.11%，成交量9.15万手，成交金额5.41亿元。 通过天眼查大数据分析，安徽龙磁科技股份有限公司共对外投资了13家企业，参与招投标项目25次，知 识产权方面有商标信息2条，专利信息316条，此外企业还拥有行政许可20个。 天眼查商业履历信息显示，安徽龙磁科技股份有限公司，成立于1998年，位于合肥市，是一家以从事非 金属矿物制品业为主的企 ...

Group 1 - The rare earth permanent magnet sector in the A-share market has seen significant gains, with notable stocks such as Jintian Co. and Ningbo Yunsheng hitting the daily limit up [1] - Other companies like Invt, Hengdian East Magnetic, Longmag Technology, and Huicheng Environmental Protection have also experienced increases of over 4% [1] - The overall market trend indicates a strong performance in the rare earth sector, with several companies showing substantial year-to-date growth percentages [2] Group 2 - Jintian Co. has a market capitalization of 14 billion and a year-to-date increase of 62.03% [2] - Ningbo Yunsheng has a market capitalization of 17.3 billion and a year-to-date increase of 114.73% [2] - Other companies such as Invt, Hengdian East Magnetic, and Longmag Technology have also shown impressive year-to-date growth rates, indicating a robust market environment [2]

Group 1 - The stock price of Longmag Technology is reported at 57.83 yuan as of August 12, 2025, with a decrease of 2.08 yuan, representing a decline of 3.47% from the previous trading day [1] - The trading volume on the same day reached 411 million yuan, with a turnover rate of 8.56% [1] - Longmag Technology specializes in the research and production of permanent magnets, soft magnets, and inductors, with applications in automotive, home appliances, photovoltaic, and AI computing sectors [1] Group 2 - On August 12, the net outflow of main funds for Longmag Technology was 32.79 million yuan, with a cumulative net outflow of 107 million yuan over the past five days [1] - The company has indicated on its investor interaction platform that it will continue to expand product applications in relevant industries [1]

Core Viewpoint - The company is actively exploring applications of its products in the brain-computer interface field, alongside its existing focus on permanent magnets, soft magnets, and inductors in various industries [2]. Group 1: Company Products and Applications - The company's main products include permanent magnets, soft magnets, and inductors [2]. - These products are primarily applied in sectors such as automotive, home appliances, photovoltaic, and AI computing power [2]. - The company aims to expand the application opportunities of its products across various related fields [2].

证券代码：300835 证券简称：龙磁科技 公告编号：2025-036 安徽龙磁科技股份有限公司 关于公司实际控制人股份质押及解除质押的公告 1、本次股份质押基本情况 注：表中总股本系指剔除公司回购专用账户所持股份数量后公司股本；表格 中的数据均为四舍五入保留两位小数后的结果。（下同） 二、股东股份累计质押情况 截至公告披露日，上述股东及其一致行动人所持质押股份情况如下： | 股东 持股数量 持股 | | --- | | 本次质押前 | | 本次质押后 | | 占其所 | | 占公司 | | 已质押股份情况 | | 未质押股份情况 | 股东 名称 是否为控股股东或 第一大股东及其一 致行动人 本次解除质 押数量 占其所 持股份 比例 占公司 总股本 比例 是否 为限 售股 质押 起始日 质押 解除日 质权人 熊永宏 是 2,730,000 7.83% 2.36% 否 2024/9/2 2025/8/7 申万宏源证券 股份有限公司 合计 2,730,000 7.83% 2.36% 2、本次股份解除质押基本情况 本公司及全体董事保证公告内容的真实、准确和完整，公告不存在虚假记载、 误导性陈述或者重大遗漏。 安徽龙 ...

Group 1: Company Overview and Business Segments - The company operates in three main business segments: permanent magnet, soft magnet, and inductance [2] - The permanent magnet ferrite segment has a production capacity of 50,000 tons, with applications in automotive, variable frequency appliances, and power tools [2][3] - The soft magnet production capacity is nearing 10,000 tons, with ongoing construction of a factory in Thailand [2][4] Group 2: Market Position and Competitive Landscape - The competitive landscape for permanent magnet ferrite is characterized by multi-level differentiation, regional concentration, and technology-driven dynamics [3] - China is the largest producer of permanent magnet ferrite, with significant production concentrated in Anhui and Zhejiang provinces [3] - The company aims to increase its permanent magnet capacity from 45,000 tons to 60,000 tons through technological upgrades [3] Group 3: Demand Trends and Future Outlook - Demand for permanent magnet ferrite is expected to maintain stable growth due to its core role in DC motors and adaptability to technological advancements [3] - The company plans to enhance its soft magnet product applications in electric vehicles and power modules, focusing on international expansion and supply chain optimization [4] Group 4: Inductance Business Development - The company is developing chip inductors and automotive inductors, with chip inductors positioned as a second growth curve [5][6] - Initial orders for chip inductors have begun small-scale delivery, with ongoing product validation and factory assessments [5][6] - The automotive sector's increasing electronic demands are driving growth in the automotive inductor market [5] Group 5: Shareholder Actions and Corporate Governance - The company disclosed a plan for its actual controller and board members to reduce their holdings by up to 1,195,000 shares, representing no more than 1.0312% of total shares [6] - This reduction is primarily for personal financial needs and does not reflect concerns about the company's operational outlook [6]