Group 1 - The company is actively developing high-temperature high-performance magnetic tiles, which are primarily used in automotive and variable frequency home appliances for DC motors [2] - The company is exploring opportunities to expand the application of its products in new energy storage fields, including solid-state batteries and sodium batteries [2]

Core Viewpoint - The company has outlined a clear strategic plan for the next 3-5 years, focusing on expanding production capacity, optimizing product structure, and enhancing operational efficiency [2][4]. Group 1: Strategic Planning - The company plans to increase the production capacity of permanent magnet ferrite wet-pressed magnetic tiles to 60,000 tons and optimize the product structure to improve gross margins [2]. - In the soft magnetic sector, the company is advancing the construction of a soft magnetic factory in Thailand and actively exploring the chip inductor market to establish a new industrial pillar [2]. - The company aims to enhance R&D investment, deepen collaboration with customers, and improve automation in equipment [2]. Group 2: Competitive Advantages - The company possesses significant advantages in magnetic material processing, including continuous R&D investment and talent acquisition, with core technologies covering major production processes [3]. - The company has established long-term partnerships with well-known manufacturers such as Bosch and Valeo, enhancing its brand recognition in the automotive supply chain [3]. - The company benefits from scale and cost advantages due to its production base located in lower-cost regions and its proactive overseas expansion [3]. Group 3: Financial Performance - According to the company's semi-annual report for 2025, revenue from magnetic material products reached 505.61 million yuan, a year-on-year increase of 6.71%, with a gross margin of 33.87%, also up by 6.71% [4]. - Cost reduction and efficiency improvement measures have further increased the gross margin of permanent magnets, while the capacity enhancement of the subsidiary in Vietnam has contributed to profit growth [4]. Group 4: Market Response - The company has a minimal direct export to the U.S. market, accounting for less than 3%, making the overall impact of the U.S.-China trade war manageable [5]. - To mitigate the effects of tariff policy changes, the company is actively expanding its global market presence and reducing reliance on a single market [5]. - The company is one of the earliest in the industry to establish overseas production bases and is accelerating the construction of these bases while maintaining a robust domestic supply chain [5].

Strategic Planning - The company aims to increase the production capacity of permanent magnet ferrite wet-pressed magnetic tiles to 60,000 tons over the next 3-5 years, optimizing product structure and improving gross margin levels [1] - The soft magnetic sector will see the construction of a factory in Thailand and an intensified effort in the chip inductor market, establishing a new industrial pillar [1] - Continuous investment in R&D, enhancing collaboration with clients, and recruiting high-end talent are key focuses [1] - The company will maintain a strategy focused on major clients to enhance delivery and service capabilities [1] - Operational management will focus on improving capital turnover and controlling interest-bearing debt [1] Financial Performance - In the first half of 2025, revenue from magnetic materials reached ¥505.61 million, a year-on-year increase of 6.71%, with a gross margin of 33.87%, also up by 6.71% [4] - Cost reduction and efficiency measures have contributed to the increase in gross margin for permanent magnets [4] - The subsidiary in Vietnam has improved production capacity, leading to significant performance release [4] Competitive Advantages - The company has established long-term partnerships with renowned manufacturers, enhancing brand recognition in the automotive supply chain [3] - A comprehensive industry chain layout from raw materials to magnetic cores and inductors allows for better customer service [2] - The company benefits from a stable and experienced sales team, with core members having over 20 years of industry experience [5] - The production bases are located in regions with lower labor and energy costs, providing a cost advantage [3] Market Strategy - Direct exports to the U.S. account for less than 3%, making the impact of U.S.-China trade tensions manageable [6] - The company has diversified its market presence to mitigate risks associated with reliance on a single market [6] - The company is one of the first in the industry to establish overseas production bases, which serve as a buffer against geopolitical impacts [8] Future Outlook - The company plans to enhance its human resources system, focusing on talent evaluation and incentive mechanisms to support sustained growth [9] - The company is monitoring developments in the energy storage sector and has established a subsidiary for solar energy storage solutions [10]

Market Overview - The metal new materials sector experienced a decline of 0.37% on September 10, with Huitong New Materials leading the drop [1] - The Shanghai Composite Index closed at 3812.22, up 0.13%, while the Shenzhen Component Index closed at 12557.68, up 0.38% [1] Stock Performance - Notable gainers in the metal new materials sector included: - Longci Technology (300835) with a closing price of 62.72, up 4.19% [1] - Jiangnan New Materials (603124) at 81.35, up 2.71% [1] - Aluminum Science and Technology (300811) at 71.75, up 2.50% [1] - Huitong New Materials (833751) was the biggest loser, closing at 23.83, down 5.06% [2] Trading Volume and Value - The trading volume and value for key stocks included: - Longci Technology: 63,300 shares traded, with a transaction value of 392 million [1] - Jiangnan New Materials: 26,700 shares traded, with a transaction value of 217 million [1] - Huitong New Materials: 44,900 shares traded, with a transaction value of 108 million [2] Capital Flow - The metal new materials sector saw a net outflow of 153 million from institutional investors, while retail investors had a net inflow of 171 million [2] - Key stocks' capital flow included: - Boweitai Gold (601137) with a net inflow of 1.05 billion from institutional investors [3] - Longci Technology (300835) with a net inflow of 24.89 million from retail investors [3]

Group 1 - The core point of the news is that Longmag Technology's stock price increased by 5.33% to 63.41 CNY per share, with a trading volume of 281 million CNY and a turnover rate of 5.54%, resulting in a total market capitalization of 7.569 billion CNY [1] - Longmag Technology, established on January 19, 1998, and listed on May 25, 2020, is based in Hefei, Anhui Province, and specializes in the research, production, and sales of new functional materials made from permanent magnetic ferrite [1] - The company'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] Group 2 - Among the top ten circulating shareholders of Longmag Technology, Huashang Fund has a fund that entered the list, specifically Huashang New Trend Preferred Mixed Fund (166301), which holds 1.1 million shares, accounting for 1.34% of the circulating shares [2] - The estimated floating profit for Huashang New Trend Preferred Mixed Fund today is approximately 3.531 million CNY [2] - The fund was established on September 6, 2012, with a latest scale of 4.469 billion CNY, and has achieved a year-to-date return of 29.13%, ranking 2250 out of 8177 in its category [2]

证券日报网讯9月5日晚间，龙磁科技（300835）发布公告称，公司将于2025年9月10日(星期三)15：00- 16：30在价值在线平台举办2025年半年度业绩说明会。 ...

证券代码：300835 证券简称：龙磁科技 公告编号：2025-039 安徽龙磁科技股份有限公司 四、联系方式 联系人：王慧 电话：0551-62865268 邮箱：iris@sinomagtech.com 关于举办2025年半年度业绩说明会的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 安徽龙磁科技股份有限公司（以下简称"公司"）已于 2025 年 8 月 26 日在 巨潮资讯网（www.cninfo.com.cn）上披露了 2025 年半年度报告全文及其摘要。 为让广大投资者更加全面深入地了解公司经营业绩、发展战略等情况，公司将在 价值在线平台（https://www.ir-online.cn）举办 2025 年半年度业绩说明会。现将 相关事项公告如下： 一、业绩说明会召开时间：2025 年 9 月 10 日（星期三）下午 15:00-16:30。 二、出席本次年度业绩说明会的人员：公司董事、总经理熊咏鸽先生；董事 会秘书、副总经理冯加广先生；独立董事左毅先生；财务总监卢玉平先生（如遇 特殊情况，参会人员可能进行调整）。 三、召开方式：本次业绩说明 ...

Market Performance - The metal new materials sector increased by 3.25% on September 5, with Longmag Technology leading the gains [1] - The Shanghai Composite Index closed at 3812.51, up 1.24%, while the Shenzhen Component Index closed at 12590.56, up 3.89% [1] Individual Stock Performance - Longmag Technology (300835) closed at 61.52, up 7.50% with a trading volume of 67,100 shares and a transaction value of 401 million yuan [1] - Huaitong New Materials (833751) closed at 23.71, up 7.14% with a trading volume of 69,300 shares and a transaction value of 161 million yuan [1] - Shenzhen New Star (603978) closed at 16.78, up 6.27% with a trading volume of 89,400 shares and a transaction value of 147 million yuan [1] - Other notable performers include Ni'an New Materials (688786) up 5.54%, and Bowei Taijin (601137) up 5.50% [1] Capital Flow Analysis - The metal new materials sector saw a net inflow of 274 million yuan from institutional investors, while retail investors experienced a net outflow of 288 million yuan [1] - The table of capital flow indicates that Bowei Taijin (601137) had a net inflow of 17.5 million yuan from institutional investors, while retail investors had a net outflow of 15.4 million yuan [2] - Other companies like Jinli Yongci (300748) and Xinke Materials (600255) also showed varying degrees of net inflow and outflow from different investor categories [2]

Market Overview - On September 4, the metal new materials sector declined by 3.05%, with Jiangnan New Materials leading the drop [1] - The Shanghai Composite Index closed at 3765.88, down 1.25%, while the Shenzhen Component Index closed at 12118.7, down 2.83% [1] Individual Stock Performance - Jiangnan New Materials (603124) closed at 80.06, down 6.22% with a trading volume of 41,800 and a transaction value of 345 million [2] - Other notable declines include: - Jinli Permanent Magnet (300748) down 5.28% to 35.50 with a volume of 901,200 [2] - Sry New Materials (688102) down 5.21% to 14.92 with a volume of 166,100 [2] - Conversely, Huaitong New Materials (833751) increased by 2.36% to 22.13, with a trading volume of 39,700 [1] Capital Flow Analysis - The metal new materials sector experienced a net outflow of 942 million from institutional investors, while retail investors saw a net inflow of 907 million [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional selling and retail buying [2] Detailed Capital Flow for Selected Stocks - Bo Wei Tai Jin (601137) had a net inflow of 19.22 million from institutional investors, while retail investors contributed a net inflow of 20.77 million [3] - In contrast, Alloy Investment (000633) saw a net outflow of 2.29 million from institutional investors but a net inflow of 5.40 million from retail investors [3] - Overall, the capital flow data reflects varying investor confidence across different stocks within the sector [3]

Core Viewpoint - Longi Technology (300835.SZ) is increasing its R&D efforts and actively exploring related markets, with high-end inductive products already being supplied in small batches [1] Group 1 - The company is sending samples to multiple semiconductor power module manufacturers, with several samples currently undergoing testing and certification [1] - The company anticipates future growth opportunities as it aligns production capacity with customer project developments [1] - Market dynamics are influenced by various factors, and the company advises investors to remain cautious and invest rationally [1]