Sinomag Tech.(300835)
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龙磁科技拟建设越南龙磁二期工程项目
Zheng Quan Ri Bao Zhi Sheng· 2025-09-15 16:13
Core Viewpoint - Longmag Technology plans to invest approximately 210 million yuan in the second phase of its Vietnam subsidiary, focusing on expanding production capacity for permanent magnet materials, which is crucial for the company's long-term development and market expansion [1][2]. Group 1: Investment and Production Capacity - The second phase project will include an annual production capacity of 25,000 tons of pre-baked ferrite and 10,000 tons of high-performance wet-pressed ferrite tiles, with a construction period of 36 months [1][2]. - This investment is part of Longmag Technology's three-year strategic plan, aiming to achieve a total annual production capacity of 60,000 tons of permanent magnets [2]. Group 2: Market Demand and Industry Trends - The rapid development of electric vehicles is expected to increase the demand for automotive motors, thereby boosting the market for ferrite materials, which are essential components in these motors [1]. - In the home appliance sector, the widespread adoption of variable frequency technology is anticipated to further expand the market for ferrite materials, as they are critical components in variable frequency motors [1]. Group 3: Strategic Positioning and Synergy - Longmag Technology's overseas expansion, including production bases in Thailand, facilitates resource sharing and collaborative development across different business segments [3]. - The synergy between the soft magnetic business in Thailand and the permanent magnetic business in Vietnam enhances the company's competitiveness by providing comprehensive solutions for clients in the electric vehicle sector [3].
深化海外布局 龙磁科技拟2.1亿元建设永磁项目
Zheng Quan Ri Bao Wang· 2025-09-15 12:14
Group 1 - The core announcement is that Anhui Longi Magnetic Technology Co., Ltd. plans to invest approximately 210 million yuan in the second phase of its project in Vietnam, which includes the production of 25,000 tons of permanent magnetic ferrite pre-burned materials and 10,000 tons of high-performance permanent magnetic ferrite wet-pressed magnetic tiles annually [1][2] - The investment aims to enhance the company's capacity layout to meet future business development and market expansion needs, which is deemed significant for the company's long-term stable growth [1] - The rapid development of the new energy vehicle market is expected to drive the demand for automotive motors, thereby increasing the market demand for permanent magnetic ferrite, which is a core component of automotive motors [1] Group 2 - The second phase project is part of Longi Magnetic's major planning actions for the next three years, with the goal of achieving an annual production capacity of 60,000 tons of permanent magnets [2] - The project will localize the supply of raw materials, effectively reducing transportation costs and shortening supply cycles, while enhancing the company's control over raw material quality [2] - Longi Magnetic has production bases in Thailand and other locations, which facilitates resource sharing and collaborative development across different business segments [3]
预计全生命周期订单总金额约150亿元!387亿机器人概念股获两家头部品牌主机厂客户项目定点|盘后公告集锦
Xin Lang Cai Jing· 2025-09-15 12:01
Company Announcements - Junsheng Electronics' subsidiary has recently secured a global automotive intelligence project with a total order value of approximately 15 billion yuan, expected to start mass production in 2027 [1] - Shangluo Electronics plans to acquire 88.79% of Ligon Technology for 700 million yuan, focusing on authorized distribution of storage chips and various IC products [2][3] - Xinda Zheng intends to purchase at least 51% of Jiaxin Liheng Facility Management (Shanghai) Co., Ltd., with the stock currently suspended [1] - Dingtong Technology plans to invest up to 15 million USD to establish a wholly-owned subsidiary in Vietnam for R&D and production of optical module liquid cooling products [1][3] - Kexing Pharmaceutical's shareholders are inquiring about transferring shares at an initial price of 30.88 yuan per share, which is a 28% discount compared to the closing price [4] - Zhongtai Automobile has been ordered to pay 29.5 million yuan plus overdue interest due to a court ruling, which may significantly impact its current or future performance [5] - Shoukai Co., Ltd. has seen a significant increase in shareholder numbers and some institutional shareholders have reduced their holdings [5] Investment and Contracts - Laofengxiang plans to jointly invest in establishing Laofengxiang Precision Materials Company to build a modern refining and testing laboratory [8] - Longci Technology intends to invest 210 million yuan in the second phase of its Vietnam project to localize the supply of permanent magnet ferrite raw materials [9] - Sileck has signed a 230 million yuan investment cooperation agreement for a new energy precision structural components project [10] Shareholding Changes - Jingchen Co. plans to acquire 316 million yuan for 100% of Chip Micro Semiconductor [6] - Beijing Junzheng has seen a reduction of 4.8254 million shares by its shareholder Beijing Yitang Shengxin [5] - Green Harmony's actual controllers have completed a reduction of 2.99% of their shares [7] - Hangke Technology's actual controller plans to transfer 3% of the total share capital [7] Stock Price Movements - Nanfeng Co. has reported that its 3D printing service project has not yet materialized, which may affect its current year's revenue and profit [3] Other Developments - Borui Pharmaceutical's BGM0504 tablets have been approved for clinical trials in overweight/obese adults, with no similar oral formulations approved globally [4] - Southwest Securities' subsidiary will lose its listing status on September 29 due to failure to meet resumption guidelines [20]
9月15日晚间公告 | 晶晨股份拟收购芯迈微半导体;均胜电子子公司新获150亿汽车智能化项目定点
Xuan Gu Bao· 2025-09-15 11:55
Suspension - New Dazheng is planning to issue shares and pay cash to acquire no less than 51% equity of Jiaxin Liheng Facility Management (Shanghai) Co., Ltd., and is raising matching funds, resulting in stock suspension [1] Mergers and Acquisitions - Jingchen Co., Ltd. intends to acquire 100% equity of Chipmike Semiconductor for a total consideration of 316 million yuan [2] - Shangluo Electronics plans to acquire 88.79% equity of Ligon Technology, a distributor of IC products, for 700 million yuan [3] Share Buybacks and Equity Transfers - Canrui Technology plans to repurchase shares for 20 million to 40 million yuan, with a maximum repurchase price of 52.46 yuan per share [4] - Kejie Intelligent is adjusting its maximum repurchase price from 15.77 yuan per share to 23.73 yuan per share [4] - Xindian Software's chairman proposed a share repurchase of 30 million to 50 million yuan [4] - Industrial Fulian is repurchasing and canceling 1.2855 million restricted stock options [5] - Kexing Pharmaceutical's shareholder inquiry transfer is preliminarily priced at 30.88 yuan per share, representing a 28% discount from today's closing price [6] - Hangke Technology's actual controller, Cao Ji, plans to transfer 3% of the total share capital through inquiry [7] External Investments and Daily Operations - Junsheng Electronics' subsidiary has recently secured a global automotive intelligence project worth approximately 15 billion yuan, with production planned to start in 2027 [8] - Sileck has signed an investment cooperation agreement for a 230 million yuan new energy precision structural components project [9] - Longmag Technology's wholly-owned subsidiary in Vietnam plans to invest approximately 210 million yuan to construct a second-phase project, adding 10,000 tons of permanent magnet ferrite wet-pressed magnetic tile capacity and supporting 25,000 tons of pre-burned material capacity [9] - Kangtai Biological's Sabin strain inactivated polio vaccine (Vero cells) has been approved for market launch [10] - Zhongding Co., Ltd. possesses core technology in humanoid robots and has signed strategic cooperation agreements with multiple enterprises [11] - Dingtong Technology plans to invest 15 million USD to establish a wholly-owned subsidiary in Vietnam for the research and production of optical module liquid cooling radiators [12] - Borui Pharmaceutical's BGM0504 tablets have been approved for clinical trials in overweight/obese adult patients, with no similar oral formulations approved globally [12] - Longmag Technology plans to invest 210 million yuan in the second phase of its Vietnam project to achieve localized supply of permanent magnet ferrite raw materials [13]
9月15日晚间重要公告一览
Xi Niu Cai Jing· 2025-09-15 10:34
Group 1 - Yihau New Materials plans to reduce its shareholding by up to 1% of the company's total shares, amounting to 165,500 shares, due to personal funding needs [1] - Fuxing Pharmaceutical's subsidiary has received approval for a new indication for its drug, which is used in the treatment of certain types of breast cancer [1][2] - Shantui Co. has submitted its H-share issuance application to the China Securities Regulatory Commission, which has been accepted [3] Group 2 - Sierte's chairman plans to increase his shareholding by an amount between 3 million to 6 million yuan [4] - Borui Pharmaceutical's BGM0504 tablet has received approval for clinical trials in overweight and obese adults [5] - Ganyue Expressway reported vehicle toll service revenue of 349 million yuan for August [6] Group 3 - Chip Microelectronics has submitted its H-share issuance application to the China Securities Regulatory Commission, which has been accepted [7] - Lingrui Pharmaceutical's director plans to reduce his shareholding by up to 200,000 shares, representing 0.0353% of the total shares [8] - Jiahu Energy has adjusted its share repurchase price limit to 11.63 yuan per share [10] Group 4 - Spring Airlines reported a year-on-year increase of 12.23% in passenger turnover for August [11] - Kaida has received an invention patent for a self-calibrating sensor technology [12] - Chuanheng Co. has obtained a new utility model patent aimed at improving industrial waste utilization [14] Group 5 - Huashi Technology received a government subsidy of 2.21 million yuan, accounting for 22.71% of its latest audited net profit [15] - Shanghai Pharmaceuticals' controlling shareholder plans to increase its H-share holdings by up to 74 million shares [16] - Hongrun Construction has won a bid for a significant segment of the Shanghai Metro Line 21 project, valued at 126 million yuan [18] Group 6 - Sanfangxiang plans to invest 100 million yuan to establish a wholly-owned subsidiary focused on green technology [19] - Lao Fengxiang's subsidiaries plan to jointly invest in luxury goods sales and gold refining companies [20][21] - China Eastern Airlines reported an 8.72% year-on-year increase in passenger turnover for August [22] Group 7 - Inner Mongolia First Machinery has signed a railway freight car procurement contract worth 186 million yuan [22] - Jiuqiang Bio has received five invention patents related to diagnostic reagents [24] - Longmag Technology plans to invest 210 million yuan in its second phase project in Vietnam [25] Group 8 - Galaxy Magnetics plans to acquire 100% equity of Kyoto Longtai, with its stock suspended for trading [26] - Jinlong Co.'s controlling shareholder will have 30 million shares auctioned [27] - Haishi Co.'s controlling shareholder has released the pledge on 29.97 million shares [28] Group 9 - Qiu Tianwei plans to reduce its shareholding by up to 1.17% of the total shares [29] - Xiaocheng Technology's directors plan to reduce their shareholding by a total of 0.08% [30] - Victory Co. reported that Sunshine Life Insurance has reduced its shareholding by 4.4 million shares [31] Group 10 - Xindong Technology plans to distribute a cash dividend of 0.156 yuan per share [32] - Huaqin Technology plans to distribute a cash dividend of 0.13 yuan per share [33] - Kexing Pharmaceutical's controlling shareholder intends to transfer 5% of the company's shares [35] Group 11 - Guojin Securities has completed the repayment of its second short-term financing bond for 1.0205 billion yuan [38] - Chunhui Intelligent Control's application for asset acquisition has been accepted by the Shenzhen Stock Exchange [39] - Chaohongji has submitted its H-share issuance application to the Hong Kong Stock Exchange [40] Group 12 - Tianyue Advanced has fully exercised its over-allotment option, involving 716,180 H-shares [40] - Chengfeng Technology's vice president has resigned due to internal adjustments [41] - Yingpais plans to establish a 100 million yuan technology sports industry investment fund [43]
龙磁科技:9月15日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-09-15 08:32
Group 1 - The company Long Magnetic Technology (SZ 300835) announced on September 15 that its sixth board meeting was held via telecommunication to discuss the investment proposal for the construction of the second phase project in Vietnam [1] - For the first half of 2025, the company's revenue composition was as follows: magnetic materials accounted for 85.54%, commutators and others for 9.93%, micro inverters and accessories for 4.37%, and leasing business for 0.16% [1] - As of the report date, Long Magnetic Technology's market capitalization was 7.4 billion yuan [1]
龙磁科技:拟投资2.1亿元建设越南龙磁二期工程
Xin Lang Cai Jing· 2025-09-15 08:30
Group 1 - The company announced an investment of approximately 210 million yuan for the construction of the second phase project [1] - The new project aims to add 10,000 tons of permanent magnet ferrite wet-pressed magnetic tile capacity and 25,000 tons of pre-burned material capacity [1] - The project is expected to start construction in September 2025 and will be completed in two phases over a total construction period of 36 months [1] Group 2 - The investment will enhance the company's production capacity while extending the industrial chain upstream [1] - The project aims to achieve localized supply of raw materials for permanent magnet ferrite [1]
龙磁科技拟2.1亿元投建越南龙磁二期工程
Zhi Tong Cai Jing· 2025-09-15 08:27
Core Viewpoint - Longi Magnet Technology (300835.SZ) announced an investment of approximately 210 million yuan to enhance its overseas permanent magnet production capacity through its wholly-owned subsidiary, Longi Magnet Technology (Vietnam) Co., Ltd [1] Group 1: Investment Details - The investment will fund the construction of a Phase II project, which aims to add 10,000 tons of permanent magnet ferrite wet-pressed magnetic tile capacity [1] - The project will also include the establishment of 25,000 tons of pre-burned material capacity, thereby upgrading production scale [1] Group 2: Strategic Goals - The investment is intended to extend the industrial chain upstream, achieving localized supply of raw materials for permanent magnet ferrite [1]
龙磁科技(300835.SZ)拟2.1亿元投建越南龙磁二期工程
智通财经网· 2025-09-15 08:25
Core Viewpoint - Longi Technology (300835.SZ) announced plans to invest approximately 210 million yuan in the construction of a second phase project for its wholly-owned subsidiary Longi Technology (Vietnam) Co., Ltd, aimed at enhancing its overseas permanent magnet production capacity [1] Group 1 - The investment will focus on adding 10,000 tons of permanent magnet ferrite wet-pressed magnetic tile capacity [1] - The project will also include the establishment of 25,000 tons of pre-burned material capacity, which will upgrade production scale and extend the industrial chain upstream [1] - The initiative aims to localize the supply of raw materials for permanent magnet ferrite [1]
龙磁科技:拟投资2.1亿元建设越南龙磁二期工程 实现永磁铁氧体原料的本地化供应
Xin Lang Cai Jing· 2025-09-15 08:24
Core Viewpoint - Longmag Technology (300835.SZ) announced that its wholly-owned subsidiary in Vietnam plans to invest approximately 210 million yuan to construct a second-phase project, which aims to enhance production capacity and localize supply of raw materials for permanent magnet ferrite [1] Group 1 - The investment amount for the second-phase project is approximately 210 million yuan [1] - The project will add 10,000 tons of wet-pressed ferrite magnetic tile production capacity and 25,000 tons of pre-burned material capacity [1] - The project is scheduled to start construction in September 2025 and will be completed in two phases over a total construction period of 36 months [1]