证券代码：300835 证券简称：龙磁科技 公告编号：2023-021 董事、总经理熊咏鸽先生，董事会秘书兼副总经理冯加广先生，财务总监程 起建先生，独立董事左毅先生，保荐代表人陶传标先生（如遇特殊情况，参会人 员可能进行调整）。 三、投资者参加方式 安徽龙磁科技股份有限公司 关于举行 2022 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 2023 年 3 月 31 日在 巨潮资讯网上披露了《2022 年年度报告》（公告编号：2023-008）及《2022 年年 度报告摘要》（公告编号：2023-009）。为便于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，公司定于 2023 年 04 月 11 日（星期二）15:00- 16:30 在"价值在线"平台举办 2022 年度业绩说明会，与投资者进行沟通和交流， 广泛听取投资者的意见和建议。现将相关安排公告如下： 一、说明会召开的时间、地点和方式 会议召开时间：2023 年 04 月 11 日（星期二）15:00-16:30 ...

安徽龙磁科技股份有限公司2022年年度报告全文 安徽龙磁科技股份有限公司 2022 年年度报告 2023-008 ...

Group 1: Company Overview and Background - Longi Technology's acquisition of Enwo New Energy aims to leverage synergies and enhance market opportunities [2][3] - Enwo's founding team has extensive experience in micro-inverter technology, having previously worked at Yingweili since 2010 [2] - The merger is expected to improve Enwo's operational management and profitability due to Longi's resources [3] Group 2: Market and Product Insights - The soft magnetic products account for approximately 10% of the total cost of micro-inverters, enhancing competitive advantage post-merger [3] - Enwo's micro-inverter products are primarily sold in Europe, North America, and South America, with a focus on markets like Germany, Mexico, and Japan [3] - In 2022, Enwo shipped 150,000 to 160,000 units, with production capacity expected to reach 300W, 360W, 560W, and 720W after the completion of new facilities [3][4] Group 3: Competitive Landscape - The micro-inverter market is characterized by high demand and fragmented competition, with Enwo establishing a strong foothold in Europe [4] - Enwo's products have received positive feedback from end-users, indicating strong customer loyalty and market presence [4] - The technology and market barriers in the micro-inverter sector are significant, making it challenging for new entrants to compete effectively [4] Group 4: Future Developments and Strategies - Enwo plans to open a new sales center in Amsterdam and expand its sales and technical support team to enhance its European market presence [4] - The company aims to participate in multiple photovoltaic exhibitions in Europe and Southeast Asia to boost market activities [4] - Enwo is committed to narrowing the gap with industry leaders through continuous improvement and market engagement [4]

Group 1: Company Overview - Longi Technology ranks second in China and fourth globally in permanent magnet production, with a planned annual capacity of 60,000 tons by 2024, expanding at a rate of approximately 10,000 tons per year [2] - The company has established a complete integrated supply chain for soft magnetic materials, with a planned capacity of 11,000 tons for soft magnetic powder cores and existing orders for 3,000 tons [2] - The acquisition of Enwo New Energy is expected to enhance the company's market presence in Europe, with strong demand anticipated in 2023 [2][3] Group 2: Production Capacity and Market Strategy - The company aims to increase its permanent magnet production based on both customer demand and market growth potential [3] - Longi Technology's products offer a higher cost-performance ratio compared to leading Japanese and Korean competitors, with improved customer service efficiency [3] - The integration of Enwo New Energy is projected to create synergies, enhancing the competitiveness of micro-inverter products, which are expected to capture significant market share in Europe and North America [3][4] Group 3: Financial and Market Performance - The average selling price of Enwo's micro-inverters ranges from 600 to 800 RMB, aligning closely with industry peers [4] - Enwo's products are recognized for their technological advancements, with expectations to reach parity with industry leader Enphase within 1-2 years [4] - The company plans to complete product certification for the U.S. market by mid-2023, aiming to leverage its competitive pricing and improved product quality [4] Group 4: Future Plans and Developments - Following the acquisition, Longi Technology will appoint three directors to Enwo's board, ensuring strategic alignment and operational integration [4] - The company is developing energy storage products, with plans to introduce new offerings to the market after successful technical validation [4] - Longi Technology's sales team will expand into new markets, including Latin America and Northern Europe, to enhance the distribution of Enwo's products [4]

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 投资者关系活动记录表 编号：T2021-008 | --- | --- | --- | |--------------|------------------------------------|-----------------------------------------------------------------| | | 特定对象调研 □分析师会议 | | | 投资者关系 | □媒体采访 □业绩说明会 | | | | □新闻发布会 □路演活动 | | | 活动类别 | 现场参观 | | | | □其他 （电话会议） | | | | 中融基金：甘传琦 | | | | 太平洋证券：李帅华 | | | 参与单位名称 | 华泰证券：李斌、马晓晨 | | | 及人员姓名 | 国金证券：倪文祎、宋洋 | | | | 财通资管：张若谷 | | | | | | | 时间 | 2021 年 11 月 22 日-24 | 日 | | | | | | 地点 | 公司会议室；将军磁业、龙磁金属厂区 | | | 上市公司接待 | | 董事、总经理熊咏鸽； ...

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 投资者关系活动记录表 编号：T2021-005 重要提示：受电话会议形式限制，公司无法保证参会单位、人员的完整性、 准确性，提示大家特别注意。 | --- | --- | --- | --- | --- | |-----------------------|--------------------------------------------------------------------------------------------------------------|----------------|--------------------------------|--------| | 投资者关系 \n活动类别 | □特定对象调研 □分析师会议 \n□媒体采访 □业绩说明会 \n□新闻发布会 □路演活动 \n□现场参观 \n 其他 （电话会议） | | | | | | 华泰证券 | 李斌、马晓晨 | 国华人寿 赵翔 | | | | 三井住友德思资产管理 | 杨履韬 | 国泰基金管理有限公司 | 孙朝晖 | | | 三井住友资管 胡 ...

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 投资者关系活动记录表 编号：T2021-003 | --- | --- | --- | |---------------------|-------------------------------|----------------------------------------------------------------------------------------------------------| | | 特定对象调研 □分析师会议 | | | 投资者关系 | □媒体采访 | □业绩说明会 | | 活动类别 | □新闻发布会 □路演活动 | | | | □现场参观 | | | | □其他 | （请文字说明其他活动内容） | | 参与单位名称 | 华泰证券 / | 李斌、马晓晨；领久基金 / 魏晓康 | | 及人员姓名 | 睿亿投资/黄昊；胤胜资产/王青 | | | | TX Capital/ | 胡凌子；朱雀基金/朱杨林 | | 时间 | 2021 年 10 月 12 日 | 9:00-11:30 | | 地点 上市公司接待 | ...

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 投资者关系活动记录表 编号：T2021-007 | --- | --- | --- | --- | --- | --- | --- | |--------------|--------------------------|-------|--------------------------------------------------|----------|-----------------|----------------------------------------------------------------| | | | | 特定对象调研 □分析师会议 | | | | | 投资者关系 | | | □媒体采访 □业绩说明会 | | | | | | | | □新闻发布会 □路演活动 | | | | | 活动类别 | □现场参观 | | | | | | | | 其他 （电话会议） | | | | | | | | 华泰证券 | | 李斌、马晓晨 | | 国盛证券研究所 | 孟兴亚 | | | 常春藤资产 | 胡肖 | Ivy capi ...

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 投资者关系活动记录表 编号：T2021-004 | --- | --- | --- | --- | --- | |--------------|-------------------------|---------------------------|--------------|----------------| | | | | | | | | | □特定对象调研 □分析师会议 | | | | 投资者关系 | | □媒体采访 □业绩说明会 | | | | 活动类别 | | □新闻发布会 □路演活动 | | | | | □现场参观 | | | | | | 其他 （电话会议） | | | | | | 太平洋证券 | 王介超、任菲菲 | 汇丰晋信 | 骆志远 | | | 中银基金 辜岚 | | 华夏未来 | 杨俊 | | | 中银国际资管 | 李珂 | 华夏久盈 | 刘强、凌亚亮 | | | 中融基金 甘传琦 | | 华泰柏瑞 | 徐笔龙 | | | 长安基金 何增华 | | 华富基金 | 陈派卿 | | | 易方达 袁方 | | 华宝兴业 | ...