证券日报网讯1月7日，隆扬电子（301389）在互动平台回答投资者提问时表示，根据中国证券登记结算 有限责任公司提供最新的《合并普通账户和融资融券信用账户前N名明细数据表》，截至2025年12月31 日，公司的股东户数为29265户。 ...

Core Viewpoint - Longyang Electronics is currently in the process of validating its HVLP5 copper foil products with customers, indicating that the company operates as an upstream enterprise in the supply chain, which results in a longer overall validation process [2] Group 1 - Longyang Electronics is engaged in the validation of its HVLP5 copper foil products with clients [2] - The validation process for the company's products is lengthy due to its position in the upstream supply chain [2]

Group 1 - The company, Longyang Electronics, confirmed that its operations are normal and there are no shutdowns or production halts [2] - The company's HVLP5 copper foil products are currently undergoing customer validation [2]

Core Viewpoint - Longyang Electronics (301389.SZ) is currently operating normally without any shutdowns or production halts, and its HVLP5 copper foil products are still undergoing customer validation [1]. Group 1 - The company and its subsidiaries are reported to be functioning normally [1] - There are no indications of any operational disruptions such as shutdowns or production halts [1] - The HVLP5 copper foil products are in the process of being validated by customers [1]

东吴证券股份有限公司 关于隆扬电子（昆山）股份有限公司 2025 年定期现场检查报告 | 保荐机构名称：东吴证券股份有限公司 | 被保荐公司简称：隆扬电子（301389.SZ） | | | | --- | --- | --- | --- | | 保荐代表人姓名：葛明象 | 联系电话：0512-62938581 | | | | 保荐代表人姓名：徐振宇 | 联系电话：0512-62938581 | | | | 现场检查人员姓名：徐振宇 | | | | | 现场检查对应期间：2025 年度 | | | | | 现场检查时间：2025 年 12 月 | | | | | 一、现场检查事项 现场检查意见 | | | | | （一）公司治理 否 | | 是 | 不适用 | | 现场检查手段：查阅公司相关制度性文件、股东会、董事会资料；对公司有关人员进行访谈。 | | | | | 1.公司章程和公司治理制度是否完备、合规 | | √ | | | 2.公司章程和股东会、董事会规则是否得到有效执行 | | √ | | | 3.股东会、董事会会议记录是否完整，时间、地点、出席人员及 | | √ | | | 会议内容等要件是否齐备， ...

证券代码：301389 证券简称：隆扬电子 公告编号：2025-088 隆扬电子（昆山）股份有限公司 关于募集资金专户完成销户的公告 本公司及董事会全体成员保证信息披露内容真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 一、募集资金基本情况 上述募集资金专户注销后，公司、保荐机构与存放募集资金的商业银行签署的 《募集资金三方监管协议》随之终止。 四、备查文件 1、银行销户证明材料。 特此公告。 经中国证券监督管理委员会《关于同意隆扬电子（昆山）股份有限公司首次公开 发行股票注册的批复》（证监许可[2022]1399号）同意注册，隆扬电子（昆山）股份 有限公司（以下简称"公司"）首次公开发行人民币普通股（A股）股票70,875,000股， 每股面值人民币1.00元，每股发行价格为22.50元，募集资金总额为1,594,687,500元， 扣除发行费用后，实际募集资金净额为1,471,780,100元。容诚会计师事务所（特殊普 通合伙）已于2022年10月21日对公司上述募集资金到位情况进行了审验，并出具了 《隆扬电子（昆山）股份有限公司验资报告》（容诚验字[2022]230Z0287号）。 二、募集资 ...

Core Viewpoint - Zhongyou Securities report indicates that Longyang Electronics' acquisition of Weisi Shuanglian and Deyou New Materials releases synergistic value, enhancing the company's future performance [1] Group 1: Company Overview - The main business of the company remains focused on electromagnetic shielding materials and insulating materials, with a strong presence in consumer electronics [1] - The company has completed the acquisition of two subsidiaries, Weisi Shuanglian and Deyou New Materials, which were incorporated into the company's consolidated financial statements in August and September of this year, respectively [1] Group 2: Future Prospects - The acquisitions are expected to bolster the company's future performance [1] - The company has developed HVLP5 high-frequency and high-speed copper foil through its core technology, characterized by extremely low surface roughness and high peel strength, which will be primarily applied in AI servers and other high-frequency, low-loss application scenarios [1] Group 3: Investment Rating - The report maintains a "Buy" rating for the company [1]

隆扬电子（昆山）股份有限公司（以下简称"公司"）于2025年3月11日召开的第 二届董事会第十一次会议及2025年4月8日召开的2024年年度股东大会，审议通过了 《关于续聘2025年度会计师事务所的议案》，同意续聘容诚会计师事务所（特殊普通 合伙）（以下简称"容诚会计师事务所"）为公司2025年度财务审计机构。容诚会计 师事务所委派：刘勇、仇笑康、刘倩为公司审计的签字注册会计师，郑立红为项目质 量控制复核人。上述具体内容详见公司2025年3月13日披露的《关于续聘2025年度会计 师事务所的公告》（公告编号：2025-011）。 近日，公司收到容诚会计师事务所出具的《关于变更隆扬电子（昆山）股份有限 公司签字注册会计师和项目质量控制复核人的说明函》。现将有关情况公告如下： 一、变更签字会计师和项目质量控制复核人的情况 证券代码：301389 证券简称：隆扬电子 公告编号：2025-087 隆扬电子（昆山）股份有限公司 关于变更签字注册会计师和项目质量控制复核人的公告 本公司及董事会全体成员保证信息披露内容真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 三、其他说明 容诚会计师事务所作为公司2025 ...

Investment Rating - The report maintains a "Buy" rating for the company [5][10]. Core Insights - The company has completed acquisitions of two subsidiaries, Weisi Shuanglian and Deyou New Materials, which are expected to enhance future performance through synergistic value [3][10]. - The company is focusing on high-frequency and high-speed copper foil (HVLP5), which has low surface roughness and high peel strength, suitable for applications in AI servers [4][10]. - Revenue projections for the company are estimated at 430 million, 578 million, and 691 million yuan for the years 2025, 2026, and 2027 respectively, with net profits expected to be 110 million, 160 million, and 203 million yuan in the same years [5][12]. Financial Summary - The company is projected to achieve a revenue growth rate of 49.43% in 2025, followed by 34.36% in 2026 and 19.47% in 2027 [7][12]. - The EBITDA is expected to increase from 160.11 million yuan in 2025 to 303.31 million yuan in 2027 [7][12]. - The net profit margin is projected to be 28.6% in 2024, decreasing slightly to 25.7% in 2025, and then increasing to 29.4% by 2027 [12].

（编辑 任世碧） 证券日报网讯 12月18日晚间，隆扬电子发布公告称，截至2025年12月17日，公司已通过集中竞价交易 方式累计减持回购股份592，393股，占公司总股本比例为0.21%，减持所得资金总额为43，124，772.39 元（不含交易费用），成交最高价为81.50元/股，成交最低价为49.60元/股，成交均价为72.80元/股。截 至本公告日，本次减持计划已实施完毕。 ...