Core Viewpoint - Longi Technology (300835.SZ) announced plans to invest approximately 210 million yuan in the second phase of its overseas permanent magnet production capacity, aiming to enhance its supply chain and localize raw material sourcing in Vietnam [1] Group 1 - The company will construct an additional 10,000 tons of permanent magnet ferrite wet-pressed magnetic tile capacity [1] - The investment will also include the establishment of 25,000 tons of pre-burned material capacity [1] - This expansion is part of the company's strategy to upgrade production scale and extend its industrial chain upstream [1]

证券代码：300835 证券简称：龙磁科技 公告编号：2025-042 安徽龙磁科技股份有限公司 关于投资建设越南龙磁二期工程的公告 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。 一、项目概况 安徽龙磁科技股份有限公司（以下简称"公司"）于 2025 年 9 月 15 日召开 第六届董事会第十九次会议，审议通过了《关于投资建设越南龙磁二期工程的议 案》。为完善公司海外永磁产能布局，公司全资子公司龙磁科技（越南）有限公 司（以下简称"越南龙磁"）拟投资约 2.1 亿元建设二期工程，主要建设内容为 新增 10,000 吨永磁铁氧体湿压磁瓦产能，并配套 25,000 吨预烧料产能，在产能 规模升级的同时向上游延伸产业链，实现永磁铁氧体原料的本地化供应。 本次投资在董事会审议权限内，无需提交股东大会审议。不构成关联交易， 也不构成《上市公司重大资产重组管理办法》规定的重大资产重组情形。 二、项目内容 1、项目名称：越南龙磁二期工程 2、项目投资总额：项目总投资约 2.1 亿元，最终以实际投资为准。 3、资金来源：包括但不限于越南龙磁自有资金、银行贷款等。 4、项目选址 ...

证券代码：300835 证券简称：龙磁科技 公告编号：2025-041 第六届董事会第十九次会议决议公告 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。 一、董事会会议召开情况 安徽龙磁科技股份有限公司（以下简称"公司"）第六届董事会第十九次会 议于 2025 年 9 月 15 日以通讯表决方式召开。会议通知和议案于 2025 年 9 月 5 日以邮件和电话等方式发出。本次会议应参加表决董事 7 人，实际参加表决的董 事 7 人，会议由董事长熊永宏召集并主持。公司监事、高管列席会议。本次会议 召开符合《公司法》及《公司章程》等有关规定，所作决议合法有效。 二、会议表决情况 1、审议通过《关于投资建设越南龙磁二期工程的议案》 具体内容详见同日披露于巨潮资讯网的《关于投资建设越南龙磁二期工程的 公告》（公告编号：2025-042） 表决结果：同意 7 票，弃权 0 票，反对 0 票。 安徽龙磁科技股份有限公司 三、备查文件 1、第六届董事会第十九次会议决议 特此公告 安徽龙磁科技股份有限公司董事会 2025 年 9 月 15 日 ...

证券日报网讯龙磁科技（300835）9月11日在互动平台回答投资者提问时表示，公司三季度经营情况请 关注公司届时发布的定期报告。 ...

证券日报网讯龙磁科技（300835）9月11日在互动平台回答投资者提问时表示，公司以全资孙公司金寨 龙磁储能科技有限公司为主体，为公司部分生产基地厂房屋顶光伏发电系统做储能配套。未来，公司将 持续密切跟踪储能行业的动态发展机遇，重点关注国内外市场需求增长与技术创新驱动下的结构性机 会。 ...

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]