每经AI快讯，龙磁科技（SZ 300835，收盘价：60.25元）10月30日晚间发布公告称，公司股东熊咏鸽、 熊言傲减持计划实施完毕，共减持公司股份约116万股，减持股份占公司总股份为1.0032%。 2025年1至6月份，龙磁科技的营业收入构成为：磁性材料占比85.54%，换向器及其他占比9.93%，微型 逆变器及配件占比4.37%，租赁业务占比0.16%。 截至发稿，龙磁科技市值为72亿元。 每经头条（nbdtoutiao）——多地出现"负电价"，既然卖电"不挣钱"，为何电厂不愿停机？ （记者 曾健辉） ...

证券代码：300835 证券简称：龙磁科技 公告编号：2025-049 一、股东的减持情况 （一） 股东减持股份情况 | 序号 | 股东名称 | 减持方式 | 减持期间 | 减持均价 | 减持股数 | 减持比例 | | --- | --- | --- | --- | --- | --- | --- | | | | | | （元/股） | （股） | （%） | | 1 | 熊咏鸽 | 集中竞价交易 | 2025.8.27- 2025.10.13 | 66.9049 | 1,116,300 | 0.9643% | | 2 | 熊言傲 | 集中竞价交易 | 2025.8.27- 2025.10.13 | 65.9514 | 45,000 | 0.0389% | | 合计 | | | | 66.8680 | 1,161,300 | 1.0032% | 安徽龙磁科技股份有限公司 关于公司实际控制人之一、董事减持股份计划完成的公告 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 ...

Core Viewpoint - Longi Technology's stock has shown significant performance, with a year-to-date increase of 99.02%, indicating strong market interest and potential growth in the magnetic materials sector [1][2]. Financial Performance - For the period from January to September 2025, Longi Technology reported a revenue of 937 million yuan, representing a year-on-year growth of 11.43% [2]. - The net profit attributable to shareholders for the same period was 133 million yuan, reflecting a substantial year-on-year increase of 34.10% [2]. Stock Market Activity - As of October 30, Longi Technology's stock price was 61.15 yuan per share, with a market capitalization of 7.292 billion yuan [1]. - The stock experienced a net inflow of 2.2252 million yuan from major funds, with significant buying activity from large orders [1]. Shareholder Information - As of September 30, the number of shareholders decreased by 11.41% to 16,200, while the average number of circulating shares per person increased by 13.36% to 5,072 shares [2]. - The company has distributed a total of 134 million yuan in dividends since its A-share listing, with 70.3426 million yuan distributed over the past three years [3]. Business Overview - Longi Technology specializes in the research, production, and sales of new functional materials, primarily focusing on magnetic materials, which account for 85.54% of its revenue [1]. - The company is categorized under the non-ferrous metals sector, specifically in the magnetic materials sub-industry, and is involved in various concept sectors including new materials and automotive components [1].

Core Viewpoint - Long Magnetic Technology (龙磁科技) is focusing on product development and customer expansion in the chip inductor sector, marking this year as a validation year for customer development [1] Group 1: Product Development - The company has confirmed that it has secured small batch orders from a well-known international semiconductor power supplier, indicating successful validation of its new product development capabilities [1] - The company is working on different types of inductors, including non-TLVR and TLVR, showcasing its diverse product offerings [1] Group 2: Market Demand and Future Outlook - The ramp-up of chip inductor production will depend on the lifecycle and iteration process of downstream customer projects, with expectations for more new projects to be launched next year as market demand grows [1] - The company aims to continuously optimize product performance and service quality while actively supporting customer development needs and seeking more collaboration opportunities [1]

Core Viewpoint - Longi Technology reported a revenue of 937 million yuan for the first three quarters, marking an 11.43% increase year-on-year, and a net profit attributable to the parent company of 133 million yuan, which is a 34.10% increase compared to the same period last year [1] Financial Performance - For the third quarter, the company achieved a revenue of 346 million yuan and a net profit of 48.06 million yuan, representing year-on-year growth of 21.30% and 38.33% respectively [1] - The revenue for the third quarter reached a new quarterly high, showing slight growth compared to the previous quarter [1] Factors Influencing Performance - The decline in net profit compared to the previous quarter was attributed to several factors, including maintenance upgrades at the permanent magnet production base, a moderate increase in raw material prices (iron oxide red), and ongoing investments in new projects [1]

Core Viewpoint - Longi Technology (300835) announced on October 29 that in response to inquiries during a research meeting, the company highlighted the opportunities for ferrite materials as substitutes due to rare earth control, particularly in cost-sensitive and lower-performance sectors [1] Group 1: Market Trends - Under the backdrop of rare earth export controls, overseas clients are shifting towards ferrite alternatives to mitigate supply chain risks [1] - In the field of electric vehicles, ferrite magnets are already being applied in low-end models, indicating a growing acceptance of these materials [1] Group 2: Company Strategy - The company aims to focus on high cost-performance market penetration and technological upgrades, with a strategic emphasis on new energy vehicles, industrial motors, and green energy sectors [1] - Through technological and process innovations, the company seeks to overcome performance bottlenecks and seize opportunities arising from the global supply chain restructuring [1]

Core Viewpoint - Longi Technology (300835) announced on October 29 that it will increase its investment in the Vietnam permanent magnet base, planning to add 10,000 tons of permanent magnet production capacity, addressing the tight supply situation in the market [1] Group 1 - The company is responding to increasing customer demand for its products from the Vietnam base, which is currently experiencing a supply shortage [1] - The Vietnam base is expected to continue being a significant support point for the company's performance growth [1]

Core Insights - Longi Technology (龙磁科技) is increasing its investment in the Vietnam permanent magnet base, planning to add 10,000 tons of permanent magnet production capacity [1] - The supply of permanent magnets is tightening globally, with multiple customers requesting increased shares from the Vietnam base, indicating a supply-demand imbalance [1] - The Vietnam base is expected to continue being a significant support point for the company's performance growth [1]

Core Viewpoint - Longi Technology's stock price has shown significant growth this year, with a year-to-date increase of 94.14%, despite recent fluctuations in the short term [1][2]. Financial Performance - For the period from January to September 2025, Longi Technology achieved a revenue of 937 million yuan, representing a year-on-year growth of 11.43% [2]. - The net profit attributable to the parent company for the same period was 133 million yuan, reflecting a year-on-year increase of 34.10% [2]. Shareholder Information - As of September 30, 2025, the number of shareholders for Longi Technology was 16,200, a decrease of 11.41% compared to the previous period [2]. - The average number of circulating shares per shareholder increased by 13.36% to 5,072 shares [2]. Dividend Distribution - Since its A-share listing, Longi Technology has distributed a total of 134 million yuan in dividends, with 70.34 million yuan distributed over the past three years [3]. Institutional Holdings - As of September 30, 2025, Huazhang Strategy Preferred Mixed Fund (040008) became the fourth-largest circulating shareholder with 1.003 million shares, marking its entry into the top shareholders list [3]. - Huashang New Trend Preferred Mixed Fund (166301) has exited the list of the top ten circulating shareholders [3].

Group 1: Financial Performance - The company achieved a revenue of 937 million CNY in the first three quarters, an increase of 11.43% year-on-year, and a net profit of 133 million CNY, up 34.10% year-on-year [1] - In Q3 alone, revenue reached 346 million CNY, with a net profit of 48.06 million CNY, reflecting growth of 21.30% and 38.33% respectively compared to the same period last year [1] - The slight decline in net profit compared to the previous quarter was attributed to production line upgrades, a moderate increase in raw material prices, and ongoing investments in new projects [1] Group 2: Business Development - The company is focusing on chip inductor development, marking this year as a validation year for customer development, with new orders from a well-known semiconductor power supplier [2] - The growth of chip inductors is dependent on the lifecycle and iteration of downstream customer projects, with expectations for more new projects to materialize next year [2] - The company is actively collaborating with clients to enhance product performance and service quality [2] Group 3: Market Opportunities - Rare earth controls are creating opportunities for ferrite materials as alternatives in cost-sensitive and lower-performance sectors, particularly in the electric vehicle market [2] - The company is targeting high cost-performance markets and focusing on sectors like new energy vehicles, industrial motors, and green energy [2] Group 4: Production Capacity and Outlook - The company plans to increase its permanent magnet production capacity in Vietnam by an additional 10,000 tons, responding to high demand and supply constraints [2] - The Vietnam base is expected to be a significant driver of the company's future performance [2] Group 5: Product Focus and Pricing Mechanism - TLVR inductors, designed for low voltage and high current environments, are gaining traction, with demand significantly higher than traditional non-TLVR inductors [3] - The price of ferrite permanent magnets remains stable due to low dependence on rare earth materials, while the cost of iron red has seen a slight increase due to supply-demand dynamics in the steel industry [4] - The company's pricing mechanism involves real-time tracking of raw material prices and agreements with customers to manage cost fluctuations effectively [4]