证券代码：300835 证券简称：龙磁科技 安徽龙磁科技股份有限公司 2026 年度向特定对象发行 A 股股票预案 二〇二六年二月 安徽龙磁科技股份有限公司 向特定对象发行股票预案 公司声明 公司及董事会全体成员保证本预案内容真实、准确、完整，并确认不存在虚 假记载、误导性陈述或重大遗漏，并对其内容的真实性、准确性、完整性和及时 性承担个别和连带的法律责任。 本预案按照《中华人民共和国证券法》《上市公司证券发行注册管理办法》 等规定编制。 本次向特定对象发行股票完成后，公司经营与收益的变化，由公司自行负责； 因本次向特定对象发行股票引致的投资风险，由投资者自行负责。 本预案是公司董事会对本次向特定对象发行股票事项的说明，任何与之相反 的声明均属不实陈述。 投资者如有任何疑问，应咨询自己的股票经纪人、律师、专业会计师或其他 专业顾问。 本预案所述事项并不代表审批机关对于本次向特定对象发行股票相关事项 的实质性判断、确认、批准或注册。本预案所述本次向特定对象发行股票相关事 项的生效和完成尚待公司股东会审议通过，深圳证券交易所审核通过并经中国证 监会同意注册。 2 安徽龙磁科技股份有限公司 向特定对象发行股票预案 ...

Group 1 - Longi Technology's stock price increased by 1.78% to 78.51 CNY per share, with a trading volume of 347 million CNY and a turnover rate of 5.36%, resulting in a total market capitalization of 9.362 billion CNY [1] - The stock has risen for three consecutive days, with a cumulative increase of 6.24% during this period [1] - Longi Technology, established on January 19, 1998, and listed on May 25, 2020, specializes in the research, production, and sales of new functional materials, particularly permanent magnetic ferrite [1] Group 2 - According to data, Bosera Fund has one fund heavily invested in Longi Technology, specifically the Bosera CSI 2000 ETF, which reduced its holdings by 300 shares in the fourth quarter, now holding 900 shares, representing 0.51% of the fund's net value [2] - The fund has generated a floating profit of approximately 1,233 CNY today and 4,149 CNY during the three-day increase [2] - The Bosera CSI 2000 ETF was established on May 28, 2024, with a latest scale of 11.6167 million CNY and a year-to-date return of 12.21%, ranking 511 out of 5,569 in its category [2] Group 3 - The fund manager of Bosera CSI 2000 ETF is Tang Yibing, who has been in the position for 3 years and 206 days, managing assets totaling 10.541 billion CNY [3] - During Tang's tenure, the best fund return was 101.48%, while the worst return was -41.93% [3]

Core Insights - All 12 listed rare earth companies have reported positive earnings forecasts for 2025, indicating a strong performance outlook for the sector [1][2][3] Group 1: Earnings Forecasts - Northern Rare Earth is expected to achieve a net profit of 2.176-2.356 billion, reflecting an increase of 116.67%-134.60% year-on-year [4][5] - Shenghe Resources anticipates a net profit of 0.790-0.910 billion, with a year-on-year growth of 281.28%-339.20% [4][5] - Jien Mining is projected to report a net profit of 0.660-0.760 billion, representing a growth of 127.00%-161.00% [4][5] - Zhenghai Magnetic Materials expects a net profit of 0.310-0.380 billion, with an increase of 235.72%-311.52% [4][5] - Ningbo Yunsheng forecasts a net profit of 0.280-0.380 billion, indicating a growth of 194.49%-299.67% [4][5] - Yuyuan New Materials anticipates a net profit of 0.255-0.280 billion, with a year-on-year increase of 73.00%-90.00% [4][5] - Longi Magnet Technology expects a net profit of 0.155-0.200 billion, reflecting a growth of 39.57%-80.09% [4][5] - China Rare Earth is projected to turn a profit with a net profit of 0.143-0.185 billion [4][5] - Sanchuan Wisdom anticipates a net profit of 0.128-0.160 billion, with a year-on-year growth of 100.73%-150.91% [4][5] - Zhongxi Rare Metals expects to turn a profit with a net profit of 0.100-0.130 billion [4][5] - China Science and Technology is projected to achieve a net profit of 0.080-0.120 billion, with a significant increase of 566.23%-899.35% [4][5] - China Science Magnetics anticipates a net profit of 0.029-0.035 billion, reflecting a growth of 75.11%-108.32% [4][5]

Group 1 - The core point of the news is that Longmag Technology experienced a decline of 5.06% in its stock price, reaching 75.48 CNY per share, with a trading volume of 298 million CNY and a turnover rate of 4.71%, resulting in a total market capitalization of 9 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 magnet ferrite [1] - The company's main business revenue composition includes magnetic materials at 85.54%, commutators and others at 9.93%, micro-inverters and accessories at 4.37%, and leasing at 0.16% [1] Group 2 - From the perspective of major fund holdings, only one fund under Bosera Fund has a significant position in Longmag Technology, specifically the Bosera CSI 2000 ETF, which reduced its holdings by 300 shares in the fourth quarter, now holding 900 shares, accounting for 0.51% of the fund's net value [2] - The Bosera CSI 2000 ETF, established on May 28, 2024, has a latest scale of 11.6167 million CNY, with a year-to-date return of 10.65% and a one-year return of 69.06% [2] - The fund manager, Tang Yibing, has been in charge for 3 years and 199 days, with the fund's total asset scale at 10.541 billion CNY, achieving the best return of 98.91% and the worst return of -41.93% during his tenure [2]

Group 1 - The company, Long Magnetic Technology, announced an expected net profit attributable to shareholders for the year 2025 ranging from 155 million to 200 million yuan, representing a growth of 39.57% to 80.09% compared to the same period last year [2]

Group 1 - The company Longmag Technology (300835.SZ) has disclosed its performance forecast for the year 2025, expecting a net profit attributable to shareholders of between 155 million yuan and 200 million yuan, representing a year-on-year growth of 39.57% to 80.09% [1] - The net profit after deducting non-recurring gains and losses is anticipated to be between 85 million yuan and 120 million yuan [1]

Group 1 - The company Longi Magnet Technology (300835.SZ) has disclosed its performance forecast for the year 2025, expecting a net profit attributable to shareholders of between 155 million to 200 million yuan, representing a year-on-year growth of 39.57% to 80.09% [1] - The net profit after deducting non-recurring gains and losses is anticipated to be between 85 million to 120 million yuan [1]

Core Viewpoint - Longi Technology expects a significant increase in net profit for 2025, with projections indicating a year-on-year growth of 39.57% to 80.09% for net profit attributable to shareholders, while the net profit excluding non-recurring gains and losses is expected to decline slightly [1] Group 1: Financial Projections - The company forecasts a net profit attributable to shareholders for 2025 in the range of 15,500 million to 20,000 million yuan [1] - The expected net profit excluding non-recurring gains and losses is projected to be between 8,500 million and 12,000 million yuan, reflecting a year-on-year change of -13.84% to 21.64% [1] Group 2: Performance Drivers - The increase in net profit is attributed to steady growth in the main business of magnetic materials, improved overseas production capacity, and enhanced market competitiveness [1] - The acquisition of a 51.4285% stake in Enwo New Energy Technology (Shanghai) Co., Ltd. in December 2022 is expected to contribute to performance, although there are commitments regarding performance targets for 2023-2025 that may affect financial results [1] Group 3: Asset Impairment Considerations - The company is conducting impairment tests on certain assets and goodwill due to indications of potential impairment, with final amounts to be determined based on the results of these tests [1]

Core Viewpoint - Longi Technology expects a net profit of 155 million to 200 million yuan for the fiscal year 2025, representing a year-on-year growth of 39.57% to 80.09% [1] Group 1: Financial Performance - The projected net profit for 2025 is between 155 million and 200 million yuan [1] - This indicates a significant year-on-year growth rate of 39.57% to 80.09% [1] Group 2: Business Operations - The company's main business in magnetic materials is steadily improving [1] - The overseas production capacity layout is gradually being perfected [1] - The company's market competitiveness is further enhanced, with all operations progressing in a solid and orderly manner [1]

Financial Forecast - The company forecasts a net profit attributable to shareholders of between ¥155 million and ¥200 million for the fiscal year 2025, representing a year-on-year growth of 39.57% to 80.09%[4] - The net profit after deducting non-recurring losses is expected to be between ¥85 million and ¥120 million, indicating a year-on-year change of -13.84% to 21.64%[4] - The performance forecast is based on preliminary estimates by the finance department and has not been audited by an external firm[5] - The specific data for the 2025 fiscal year will be detailed in the company's annual report[8] Business Development - The company's main business in magnetic materials has steadily improved, with enhanced market competitiveness due to the gradual completion of overseas capacity layout[6] - The company acquired a 51.4285% stake in Enwo New Energy Technology (Shanghai) Co., Ltd. in December 2022, with performance commitments from original shareholders for 2023-2025[6] Asset Management - The company plans to recognize impairment provisions for certain assets and goodwill that show signs of impairment, with final amounts subject to audit[7] Investment Advisory - Investors are advised to make cautious decisions and be aware of investment risks[8]