Core Viewpoint - The company, Long Magnetic Technology (300835.SZ), announced plans for share reduction by key executives, indicating potential changes in ownership structure and investor sentiment [1] Group 1: Share Reduction Plans - The actual controller, director, and general manager, Mr. Xiong Yongge, plans to reduce his shareholding by up to 1.15 million shares, which represents 0.9924% of the total share capital after excluding repurchased shares, within three months starting from 15 trading days after the announcement [1] - The director and deputy general manager, Mr. Xiong Yan'ao, intends to reduce his shareholding by up to 45,000 shares, accounting for 0.0388% of the total share capital after excluding repurchased shares, within the same timeframe [1]

Group 1 - The actual controller and major shareholder of Longmag Technology (300835), Xiong Yongge, holds 13.0208 million shares, accounting for 11.2362% of the total shares, and plans to reduce his holdings by up to 1.15 million shares, which represents 0.9924% of the total shares, within three months after the announcement date [1] - The director and deputy general manager, Xiong Yan'ao, holds 212,400 shares, accounting for 0.1833%, and intends to reduce his holdings by up to 45,000 shares, which is 0.0388% of the total shares, during the same period [1]

证券代码：300835 证券简称：龙磁科技 公告编号：2025-035 安徽龙磁科技股份有限公司 关于公司实际控制人之一、董事减持股份的预披露公告 公司实际控制人之一暨持股5%以上股东、董事、总经理熊咏鸽先生及董事、副总经理熊 言傲先生保证向本公司提供的信息内容真实、准确、完整，没有虚假记载、误导性陈述或重 大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 1、持有本公司股份13,020,800股（占剔除回购股份后本公司总股本比例 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本公 司股份不超过1,150,000股（占剔除回购股份后本公司总股本的0.9924%）。 2、持有本公司股份212,400股（占剔除回购股份后本公司总股本比例 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本公司股份不超过45,000股（占剔除回 购股份后本公司总股本的0.0388%）。 公司近日收到公司实际控制人之一暨持股5%以上股 ...

金融界消息 截至2025年7月29日收盘，龙磁科技（300835）报收于58.65元，下跌1.91%，换手率 16.58%，成交量13.66万手，成交金额8.16亿元。 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%。 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业。企业注册资本11937.1904万人民币，实缴资本11937.1904万人民币。公司 法定代表人为熊永宏。 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。 来源：金融界 资金流向方面，今日主力资金净流出1988.57万元，占比成交额2.44%。其中，超大单净流出1139.91万 元、占成交额1.4%，大单净流出848.66万元、占成交额1.0 ...

Business Structure - The company operates in three main business segments: permanent magnet, soft magnet, and inductance. The permanent magnet ferrite segment has a production capacity of 50,000 tons and is a leading player in the industry, with applications in automotive, variable frequency appliances, and power tools [2][4]. - The soft magnet segment has established a production capacity of nearly 10,000 soft magnetic powder cores at the Anhui Jinzhai production base, with a factory in Thailand under construction [2][6]. - The inductance business, a recent focus, has successfully developed chip inductors and has entered the supply chains of leading industry clients [2][7]. Market Trends - The demand for permanent magnet ferrite is expected to continue growing due to its adaptability to technological advancements, cost advantages, and expanding application scenarios [3][4]. - The company maintains a high gross margin for permanent magnet ferrite products due to technological advantages, cost control, and a focus on high-end clients [4]. Regulatory Impact - The national export control policy on rare earths does not significantly impact the company's business, as the primary raw material for permanent magnet ferrite is iron oxide, which is not subject to these controls [5]. Future Development Plans - The company aims to enhance its soft magnet product applications in the automotive and variable frequency appliance sectors, focusing on power modules and charging stations for electric vehicles [6]. - Plans for international expansion include establishing localized production bases in Southeast Asia to optimize supply chain resilience and reduce trade barriers [6]. - The chip inductor business is positioned as a second growth curve, with a focus on high-precision and high-frequency products, targeting high-end markets such as AI servers and automotive electronics [7][8]. Strategic Advantages - The company's success in the chip inductor market is attributed to its material technology accumulation, strategic resource allocation, and ability to meet stringent performance standards set by leading automotive clients [8].

Group 1: Market Overview - Google's earnings report indicates strong demand for AI, contributing to a rise in tech stocks, while initial jobless claims in the U.S. have decreased for six consecutive weeks, leading to new highs for the Nasdaq and S&P 500 indices [1] - The S&P 500 closed up 0.07%, while the Dow Jones fell by 0.70%, and the Nasdaq rose by 0.18% [1] Group 2: Company Performance - Google opened high but closed up by 1%, while Tesla's stock dropped over 8% due to a pessimistic outlook [2] - Nvidia reached a new closing high, whereas Intel's stock fell approximately 3% after its earnings report [2] Group 3: Economic Indicators - U.S. jobless claims data has reduced expectations for Federal Reserve interest rate cuts, with the 2-year yield rising by 5 basis points [4] - The dollar increased by 0.3%, while gold prices fell by 0.55% [4] Group 4: Domestic Events - China's State Council will focus on optimizing state-owned asset investments and resisting "involution" competition [8] - The People's Bank of China and the Ministry of Agriculture and Rural Affairs issued guidelines to enhance financial services for rural reforms [7] Group 5: Industry Insights - The upcoming 2025 World Artificial Intelligence Conference will gather over 800 companies, with significant product launches expected, including over 50 AI terminals and 40 large models [18] - The Chinese IP toy market is projected to grow from 75.6 billion yuan in 2024 to 167.5 billion yuan by 2029, with a compound annual growth rate of 17% [19] Group 6: New Stock Offerings - HanSang Technology is set to launch an IPO on the ChiNext board at a price of 28.91 yuan per share, focusing on the high-end audio sector [22] Group 7: Corporate Announcements - Angel Yeast plans to acquire a 55% stake in Shengtong Sugar Industry for 506 million yuan, aiming to enhance its sugar segment and downstream business [23] - High Energy Environment intends to repurchase shares worth 100 million to 150 million yuan, reporting a net profit of 502 million yuan for the first half of the year, a year-on-year increase of 20.85% [23]

Core Viewpoint - The rare earth permanent magnet sector is experiencing a strong market performance, driven by favorable policies, supply-demand dynamics, and new resource discoveries, indicating significant growth potential for related companies and the industry as a whole [1][3][4]. Policy Support - The Chinese government continues to enhance support for the rare earth sector, with the implementation of the "Rare Earth Management Regulations" in October 2024, prohibiting illegal activities related to rare earth products [3]. - The "Rare Earth Industry Development Plan (2025-2030)" aims to optimize resource allocation and promote high-end applications, reinforcing market expectations for regulated industry growth [3]. - Recent statements from the Ministry of State Security emphasize the need for improved management of strategic mineral resources, further solidifying the regulatory framework for the rare earth industry [3]. Market Dynamics - According to a report by China International Capital Corporation, the global supply-demand gap for praseodymium and neodymium oxide is projected to be 28 tons, 1,525 tons, and 1,018 tons from 2025 to 2027, indicating a sustained tight supply and potential for moderate price increases [1]. - The rare earth permanent magnet market is expected to exceed $24.95 billion by 2025, with China dominating over 90% of global production, highlighting its strategic importance in high-end manufacturing sectors [4]. New Resource Discoveries - A recent discovery of a new rare earth mineral, "Neodymium Huanghe Mine," in Inner Mongolia is expected to enhance China's position in the global rare earth supply chain, particularly for neodymium, which is crucial for high-performance permanent magnets [5][6]. Industry Performance - Preliminary half-year reports from rare earth companies indicate strong performance, attributed to rising rare earth prices, growing demand in the renewable energy sector, and benefits from increased industry concentration [7]. - Analysts suggest that domestic rare earth pricing remains relatively low, with potential for price increases supported by government policies, which could further enhance company performance in the sector [7].

Market Overview - The Shanghai Composite Index increased by 0.48% as of the morning close, with a trading volume of 961.23 million shares and a total transaction value of 1,133.02 billion yuan, representing a decrease of 2.25% compared to the previous trading day [1]. Industry Performance - The top-performing sectors included: - Retail: Increased by 2.31% with a transaction value of 191.00 billion yuan, led by China Duty Free Group, which rose by 10.00% [1]. - Non-ferrous Metals: Increased by 2.29% with a transaction value of 874.12 billion yuan, led by Longi Green Energy, which rose by 14.35% [1]. - Real Estate: Increased by 2.06% with a transaction value of 152.98 billion yuan, led by Hainan Airport, which rose by 10.11% [1]. - Steel: Increased by 2.03% with a transaction value of 175.98 billion yuan, led by Baosteel, which rose by 10.04% [1]. - The sectors with the largest declines included: - Banking: Decreased by 0.92% with a transaction value of 211.32 billion yuan, led by Qilu Bank, which fell by 2.53% [2]. - Communication: Decreased by 0.82% with a transaction value of 449.61 billion yuan, led by Taicheng Light, which fell by 8.68% [2]. - Public Utilities: Decreased by 0.79% with a transaction value of 226.43 billion yuan, led by Huadian New Energy, which fell by 4.77% [2]. Summary of Key Stocks - Notable gainers included: - China Duty Free Group: +10.00% [1]. - Longi Green Energy: +14.35% [1]. - Hainan Airport: +10.11% [1]. - Notable decliners included: - Qilu Bank: -2.53% [2]. - Taicheng Light: -8.68% [2]. - Huadian New Energy: -4.77% [2].

Group 1: Stock Performance Related to Hainan - Multiple stocks related to Hainan have shown significant price increases, with stocks like 康芝药业 (20.00% increase) and 海峡股份 (9.99% increase) making notable gains due to their association with Hainan's economic initiatives [2][3] - Stocks such as 海汽集团 and 海南高速 also recorded first boards with increases of 10.01% and 10.01% respectively, driven by Hainan's focus on tourism and infrastructure [2][3] Group 2: Super Water Power Project - The announcement of a 1.2 trillion yuan investment in a super water power project has led to a surge in related stocks, with 西藏天路 and 保利联合 both achieving 10.04% increases [4][5][7] - The project is expected to stimulate growth in the engineering and construction sectors, benefiting companies involved in these industries [12][23] Group 3: Rare Earth Permanent Magnet Market - According to 中金公司, the global supply-demand gap for rare earth oxides is projected to remain tight from 2025 to 2027, which may lead to a moderate increase in rare earth prices [8] - Stocks like 中科三环 and 包钢股份 have responded positively, with increases of 10.03% and 10.04% respectively, reflecting investor sentiment towards the rare earth sector [9][11] Group 4: Lithium Battery Sector - The lithium battery sector is experiencing growth, with stocks like 永杉锂业 and 西藏矿业 both achieving 10.02% increases, driven by rising lithium carbonate prices [16] - The demand for lithium batteries is expected to continue growing, supported by advancements in electric vehicles and renewable energy [16] Group 5: Robotics Industry - The robotics sector is seeing renewed interest, with stocks like 长青科技 increasing by 10.00% as positive changes in the domestic and international robotics supply chain emerge [17][18] - The sentiment in the human-shaped robot segment is improving, indicating potential for future growth in this industry [17] Group 6: Semiconductor Equipment Market - SEMI predicts that global semiconductor manufacturing equipment sales will reach a record $125.5 billion by 2025, indicating a 7.4% year-on-year growth [25] - Stocks such as 东方嘉盛 and 中颖电子 have shown positive performance, with increases of 10.03% and 16.53% respectively, reflecting optimism in the semiconductor sector [26]

Group 1 - The core viewpoint of the article highlights the resurgence of rare earth permanent magnet stocks, with Longi Technology rising over 10% and other companies like Zhongke Sanhuan and Dadi Xiong increasing by over 5% [1] - According to CICC's estimates, the global supply-demand gap for praseodymium and neodymium oxide from 2025 to 2027 is projected to be 28 tons, 1525 tons, and 1018 tons, representing 0.02%, 1.24%, and 0.78% of demand respectively [1] - The global supply-demand situation for praseodymium and neodymium oxide is expected to remain tight, leading to a moderate increase in rare earth prices [1]