8月7日，一份名为"天风孙潇雅8月推荐个股汇总"截图在各大平台疯传，网友评价该表格："一个环境又 到了研究员各显神通的时刻。" 该表格中的10只荐股横跨了五个行业，北汽蓝谷、金盘科技、飞龙股份、大元泵业、南方泵业、铂科新 材、东睦股份、龙磁科技、铜冠铜箔、洪田股份（维权）共计十家公司榜上有名。 尤其是副标题中的"3000人会议，当前大A最热卖方"可见其市场热度和追捧。 | | | | | 天风孙潇雅8月推荐个股汇总 | | --- | --- | --- | --- | --- | | | | | | 孙潇雅连场3000人会议,当前大A最热实方。 | | 推荐时间 | 代码 | 名称 | 自由市值 | 孙总观点 | | 汽车 (8月1日) | 600733 | 北汽整容 | 290.6亿 | 26年新产品导入后,享界销量有望达到18-20精神,1Xas对应700-亿市值,合计目标市值800亿, 对应空间80%+。 | | AIDC变压器 | 688676 | 金盘科技 | | 海外大厂核心供应商,高毛利引擎企速转。预计25年海外30+亿收入、国内50+亿收入,业绩有 | | (8月3日) | | | 105. ...

Summary of Long Magnetic Technology Conference Call Company Overview - Long Magnetic Technology is the only company globally capable of mass-producing high-performance 15 material non-rare earth permanent magnetic materials, which are used in drive motors, effectively replacing rare earth permanent magnetic materials, reducing costs, and increasing global market share [2][4][5]. Key Industry Insights - The demand for high-performance neodymium-iron-boron permanent magnetic materials is exceeding supply, with net profit margins exceeding 40% and prices continuously rising [2][7]. - The AI chip inductor market is experiencing rapid growth, with expectations for significant market expansion as the company has gained certification from mainstream end customers and has begun large-scale production [2][8]. - The global inductor market is projected to reach $6.6 billion by 2025 and $8.5 billion by 2030, with a compound annual growth rate of approximately 5% [2][12]. Core Company Insights - Long Magnetic Technology's recent stock price increase is attributed to its leading position and technological breakthroughs in high-performance neodymium-iron-boron permanent magnetic materials, with a significant market demand and price increase [4]. - The company has a competitive advantage in the new materials sector, being the only global producer of high-performance 15 material non-rare earth permanent magnetic materials, which lowers production costs and addresses raw material supply issues [5][6]. - The company’s optimistic profit forecast for 2025 is based on capacity expansion in Vietnam, with production expected to increase from 6,000 tons to over 10,000 tons, and a significant reduction in losses in soft magnetic and inductor businesses [11][33]. Market Trends and Opportunities - The AI chip inductor market is expected to see a demand surge, with the price of single AI chip inductors rising from around 3 RMB to nearly 10 RMB over three years, and a gross margin of over 60% [8][22]. - The automotive inductor market is also growing significantly, with electric vehicles using 600 to 1,000 inductors per vehicle, indicating a market potential close to 10 billion RMB [25][26]. Financial Performance and Projections - The company’s second-quarter performance is expected to show significant growth due to price increases in overseas markets and the ramp-up of high-margin production bases [34]. - The Vietnam factory is projected to contribute significantly to profits, with net profit margins expected to approach 40% in 2025 [33]. - Future profit forecasts for the company are optimistic, with projected earnings of 210 million, 350 million, and 510 million RMB over the next three years, reflecting strong growth potential in the chip inductor and automotive sectors [39]. Conclusion - Long Magnetic Technology is positioned strongly in the high-performance magnetic materials and inductor markets, with significant growth opportunities driven by technological advancements and market demand. The company's strategic expansions and product innovations are expected to enhance its profitability and market share in the coming years [2][10][38].

| 电 | | --- | | 300835 | 龙磁科 | 5.28 | 15.07 | 56.77 | 59.03 | 3.98 | | --- | --- | --- | --- | --- | --- | --- | | | 技 | | | | | | （文章来源：证券时报网） 证券时报·数据宝统计，截至今日上午收盘，上证综指3638.40点，收于五日均线之上，涨跌幅0.12%，A 股总成交额为12061.79亿元。到目前为止，今日有260只A股价格突破了五日均线，其中乖离率较大的个 股有东芯股份、*ST金泰、赛诺医疗等，乖离率分别为13.89%、13.89%、13.44%；爱迪特、百纳千成、 东百集团等个股乖离率较小，刚刚站上五日均线。 8月7日突破五日均线个股乖离率排名 | 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 五日均线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） | （元） | （%） | | 688110 | 东芯股 | 20.00 | 13.98 | ...

Group 1: Permanent Magnetic Materials - The production of permanent magnetic materials in China reached approximately 130 million tons in 2021, including 800,000 tons of ferrite permanent magnets and 213,300 tons of rare earth permanent magnets [36][2] - Ferrite permanent magnets dominate the market due to their low cost and corrosion resistance, accounting for over 60% of global production [6][39] - Rare earth permanent magnets, particularly neodymium-iron-boron (Nd-Fe-B), are critical for high-performance applications in electric vehicles and renewable energy sectors, with demand expected to increase fivefold by 2025 compared to 2020 levels [66][65] Group 2: Market Dynamics and Trends - The demand for ferrite permanent magnets in the automotive sector is projected to reach 614,000 tons by 2025, driven by the growth of electric vehicles [45] - In the home appliance sector, the demand for ferrite permanent magnets is expected to reach 201,000 tons by 2025, with variable frequency air conditioners leading the demand [45] - The global market for soft magnetic materials is anticipated to grow from $13.2 billion in 2020 to $18.1 billion by 2025, reflecting a compound annual growth rate (CAGR) of 8% [14][32] Group 3: Technological Barriers and Challenges - High-end technologies for rare earth permanent magnets, such as grain boundary diffusion and thermal pressing, are currently monopolized by companies in the US and Japan, posing a challenge for domestic manufacturers [28][32] - The production of high-performance ferrite magnets in China is still in the developmental stage, with a significant reliance on imports for advanced products [41][46] - The industry faces challenges related to resource security, particularly concerning the price volatility of heavy rare earth elements like neodymium and dysprosium [28][32] Group 4: Future Development Directions - The focus for ferrite permanent magnets will be on developing rare earth-doped and cobalt-free technologies, aiming for thinner and higher precision products [8][46] - For rare earth permanent magnets, the goal is to achieve a domestic production rate of 70% for high-end products by 2025 and 80% by 2030 [12][71] - The industry is expected to see significant advancements in the development of high-performance magnetic materials for applications in robotics, aerospace, and electric vehicles [72][74]

证券之星消息，8月5日金属新材料板块较上一交易日上涨0.76%，悦安新材领涨。当日上证指数报收于 3617.6，上涨0.96%。深证成指报收于11106.96，上涨0.59%。金属新材料板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688786 | 倪安新材 | 27.79 | 9.93% | 8.80万 | 2.39亿 | | 600255 | 整科材料 | 3.89 | 8.06% | 384.46万 | 14.71亿 | | 300835 | 龙磁科技 | 57.04 | 3.17% | 8.43万 | 4.77亿 | | 301622 | 英思特 | 85.46 | 2.98% | 4.31万 | 3.67亿 | | 301141 | 中科磁业 | 64.05 | 2.84% | 7.95万 | 5.08亿 | | 688456 | 有研粉材 | 42.57 | 2.16% | 2.02万 | 8614.99万 | | 688231 | 隆达股份 | 21.46 ...

Group 1 - The stock price of Longmag Technology closed at 55.29 yuan on August 4, 2025, down by 1.14 yuan, representing a decline of 2.02% from the previous trading day [1] - The trading volume on that day was 415 million yuan, with a turnover rate of 9.20% [1] - Longmag Technology specializes in the research, production, and sales of high-performance permanent magnet ferrite materials, which are widely used in automotive motors and household appliances [1] Group 2 - The actual controller, director, and general manager, Xiong Yongge, plans to reduce his holdings by no more than 1.15 million shares, accounting for 11.24% of the total share capital [1] - Director and deputy general manager, Xiong Yan'ao, also plans to reduce his holdings by no more than 45,000 shares [1] - On August 4, the net outflow of main funds was 50.34 million yuan, with a cumulative net outflow of 81.87 million yuan over the past five days [1]

Group 1 - Antong Holdings disclosed a share buyback plan, with China National Freight Company intending to increase its stake by 300 million to 600 million yuan [1][2] - Nine companies announced share reductions, including Longmag Technology, Wanda Film, and Zhongrong Electric [1][2] Group 2 - Longmag Technology's shareholders plan to reduce their holdings by up to 1.03% [2] - Wanda Film's shareholder plans to reduce its stake by no more than 2% [2] - Zhongrong Electric's shareholders intend to reduce their holdings by up to 1.7% [2] - Yongxin Zhicheng's shareholder plans to reduce its stake by no more than 4% [2] - Kangpeng Technology's shareholders plan to collectively reduce their holdings by up to 5.89% [2] - Henghua Technology's major shareholder intends to reduce its stake by up to 1.50% [2] - Yuxin Technology's controlling shareholder plans to reduce its holdings by no more than 1.50% [2] - Zhongguang Lightning's executives, including the chairman and general manager, plan to reduce their shares [2] - Jihua Group's deputy general manager plans to reduce his stake by no more than 0.29% [2]

Group 1 - Antong Holdings disclosed a share buyback plan with China National Freight expected to increase its stake by 300 million to 600 million yuan [1][2] - Nine companies, including Longmag Technology and Wanda Film, announced share reductions by their shareholders [1][2] Group 2 - Longmag Technology's shareholders, Xiong Yongge and Xiong Yandao, plan to reduce their holdings by up to 1.03% [2] - Wanda Film's shareholder, Xingxian Rongzhi, intends to reduce its stake by up to 2% [2] - Zhongrong Electric's shareholders, including Shi Xiaoguang, Liu Bing, and Wang Wei, plan to reduce their holdings by up to 1.7% [2] - Yongxin Zhicheng's shareholder, Qian Chuangtou, intends to reduce its stake by up to 4% [2] - Kangpeng Technology's shareholders plan to collectively reduce their holdings by up to 5.89% [2] - Henghua Technology's major shareholder, Chen Xianlong, plans to reduce his stake by up to 1.5% [2] - Yuxin Technology's controlling shareholder intends to reduce its holdings by up to 1.5% [2] - Zhongguang Lightning Protection's chairman and general manager, Wang Xueying, plan to reduce their shares [2] - Jihua Group's deputy general manager, Zhou Huoliang, plans to reduce his stake by up to 0.29% [2]

持有公司股份212,400股(占剔除回购股份后公司总股本比例0.1833%)的公司董事、副总经理熊言傲先生 计划在自公告披露之日起15个交易日后三个月内以集中竞价方式减持公司股份不超过45,000股(占剔除 回购股份后公司总股本的0.0388%)。 格隆汇8月1日丨龙磁科技(300835.SZ)公布，持有公司股份13,020,800股(占剔除回购股份后公司总股本比 例11.2362%)的公司实际控制人之一暨持股5%以上股东、董事、总经理熊咏鸽先生计划在自公告披露之 日起15个交易日后三个月内以集中竞价方式减持公司股份不超过1,150,000股(占剔除回购股份后公司总 股本的0.9924%)。 ...

此外，公司董事、副总经理熊言傲先生计划在自本公告披露之日起15个交易日后三个月内以集中竞价方 式减持公司股份不超过4.5万股(占剔除回购股份后公司总股本的0.0388%)。 龙磁科技（300835）(300835.SZ)公告，公司实际控制人之一、董事、总经理熊咏鸽先生计划在自本公 告披露之日起15个交易日后三个月内以集中竞价方式减持公司股份不超过115万股(占剔除回购股份后公 司总股本的0.9924%)。 ...