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].

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：T2025-008 投资者关系活 动类别 ☐ 特定对象调研 ☐ 分析师会议 ☐ 媒体采访 业绩说明会 ☐ 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 及人员姓名 线上参与公司2025年半年度业绩说明会的全体投资者 时间 2025年09月10日 15:00-16:30 地点 价值在线（https://www.ir-online.cn/）网络互动 上市公司接待 人员姓名 董事、总经理 熊咏鸽 董事会秘书、副总经理 冯加广 独立董事 左毅 财务总监 卢玉平 投资者关系活 动主要内容介 绍 1.您好，熊总公司近期调研受关注，请问公司最近3-5年战略规划是怎么样的， 如何做大做强主业，同时布局在先进的新质生产力，比如人型机器人等 答:您好! 公司最近3-5年战略规划主要包括以下几个方面： 1.永磁板块，提升永磁铁氧体湿压磁瓦产能规模至6万吨，优化产品结构，提升 毛利率水平。 2.软磁板块，公司将全面推进泰国软磁工厂的建设，加大芯片电感市场开拓力度， 打造新的产业支柱，积极推动软 ...

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]

证券日报网讯9月5日晚间，龙磁科技（300835）发布公告称，公司将于2025年9月10日(星期三)15：00- 16：30在价值在线平台举办2025年半年度业绩说明会。 ...

证券代码：300835 证券简称：龙磁科技 公告编号：2025-039 安徽龙磁科技股份有限公司 四、联系方式 联系人：王慧 电话：0551-62865268 邮箱：iris@sinomagtech.com 关于举办2025年半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 2025 年 8 月 26 日在 巨潮资讯网（www.cninfo.com.cn）上披露了 2025 年半年度报告全文及其摘要。 为让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，公司将在 价值在线平台（https://www.ir-online.cn）举办 2025 年半年度业绩说明会。现将 相关事项公告如下： 一、业绩说明会召开时间：2025 年 9 月 10 日（星期三）下午 15:00-16:30。 二、出席本次年度业绩说明会的人员：公司董事、总经理熊咏鸽先生；董事 会秘书、副总经理冯加广先生；独立董事左毅先生；财务总监卢玉平先生（如遇 特殊情况，参会人员可能进行调整）。 三、召开方式：本次业绩说明 ...

Market Performance - The metal new materials sector increased by 3.25% on September 5, with Longmag Technology leading the gains [1] - The Shanghai Composite Index closed at 3812.51, up 1.24%, while the Shenzhen Component Index closed at 12590.56, up 3.89% [1] Individual Stock Performance - Longmag Technology (300835) closed at 61.52, up 7.50% with a trading volume of 67,100 shares and a transaction value of 401 million yuan [1] - Huaitong New Materials (833751) closed at 23.71, up 7.14% with a trading volume of 69,300 shares and a transaction value of 161 million yuan [1] - Shenzhen New Star (603978) closed at 16.78, up 6.27% with a trading volume of 89,400 shares and a transaction value of 147 million yuan [1] - Other notable performers include Ni'an New Materials (688786) up 5.54%, and Bowei Taijin (601137) up 5.50% [1] Capital Flow Analysis - The metal new materials sector saw a net inflow of 274 million yuan from institutional investors, while retail investors experienced a net outflow of 288 million yuan [1] - The table of capital flow indicates that Bowei Taijin (601137) had a net inflow of 17.5 million yuan from institutional investors, while retail investors had a net outflow of 15.4 million yuan [2] - Other companies like Jinli Yongci (300748) and Xinke Materials (600255) also showed varying degrees of net inflow and outflow from different investor categories [2]

Market Overview - On September 4, the metal new materials sector declined by 3.05%, with Jiangnan New Materials leading the drop [1] - The Shanghai Composite Index closed at 3765.88, down 1.25%, while the Shenzhen Component Index closed at 12118.7, down 2.83% [1] Individual Stock Performance - Jiangnan New Materials (603124) closed at 80.06, down 6.22% with a trading volume of 41,800 and a transaction value of 345 million [2] - Other notable declines include: - Jinli Permanent Magnet (300748) down 5.28% to 35.50 with a volume of 901,200 [2] - Sry New Materials (688102) down 5.21% to 14.92 with a volume of 166,100 [2] - Conversely, Huaitong New Materials (833751) increased by 2.36% to 22.13, with a trading volume of 39,700 [1] Capital Flow Analysis - The metal new materials sector experienced a net outflow of 942 million from institutional investors, while retail investors saw a net inflow of 907 million [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional selling and retail buying [2] Detailed Capital Flow for Selected Stocks - Bo Wei Tai Jin (601137) had a net inflow of 19.22 million from institutional investors, while retail investors contributed a net inflow of 20.77 million [3] - In contrast, Alloy Investment (000633) saw a net outflow of 2.29 million from institutional investors but a net inflow of 5.40 million from retail investors [3] - Overall, the capital flow data reflects varying investor confidence across different stocks within the sector [3]

格隆汇9月4日丨龙磁科技(300835.SZ)在投资者互动平台表示，公司持续加大研发力度，积极开拓相关 市场，高端电感产品已小批量供货，将根据客户项目进展布局并投放产能。目前已送样给多个半导体电 源模块制造商，多款样品在测试认证中，期待未来能够多点开花。市场动态变化影响因素较多，敬请投 资者注意风险，理性投资。 ...