Group 1 - The core viewpoint of the news is that Longyang Electronics (SZ 301389) is actively engaging with investors, indicating a commitment to transparency and communication regarding its business operations [1] - Longyang Electronics reported that its revenue composition for the year 2024 will be entirely from the manufacturing sector, with a 100.0% share [2] - As of the latest update, Longyang Electronics has a market capitalization of 18.6 billion yuan [3]

New Stock Issuance - Fushun Special Steel (600399) has a tender offer period from August 12, 2025, to September 10, 2025[1] - KaiPu Cloud (688228) reported severe abnormal fluctuations on August 30, 2025[1] - Xinhua Jin (600735) announced on August 30, 2025, regarding its stock activities[1] Trading Alerts - JiShi Media (601929) issued a notice on August 30, 2025, regarding trading activities[1] - XianDao Intelligent (300450) and DeChuang Environmental (603177) both reported updates on September 2, 2025[1] - Huahai Pharmaceutical (600521) and *ST HuiCheng (002168) also provided trading updates on September 2, 2025[1] Abnormal Fluctuations - Several companies, including Changjiang Materials (001296) and WanBangDe (002082), reported abnormal fluctuations on August 28, 2025[3] - Longjing Technology (301396) and Jinli Yongci (300748) also noted significant trading irregularities on August 27, 2025[3] - The report includes multiple links to announcements regarding trading activities and fluctuations for various companies[3]

Group 1: Company Overview and Financial Performance - The main business products are electromagnetic shielding materials and insulation materials, primarily targeting the consumer electronics and new energy vehicle markets. In the first half of the year, revenue reached 154.3 million, a year-on-year increase of 18.98%, and net profit attributable to shareholders was 54.56 million, up 81.78% year-on-year [2][3]. Group 2: Reasons for Profit Growth - The growth in net profit is attributed to the structural recovery in the 3C consumer electronics industry driven by AI technology innovation, along with the company's ongoing optimization of product and customer structures, and the implementation of refined management strategies [3]. Group 3: Impact of Acquisitions - The two acquisition targets belong to the same industry and will create significant synergies. The acquisitions are expected to optimize supply chain management, reduce production costs, enhance the company's core competitiveness through strong R&D capabilities, and promote product interoperability among clients, thereby expanding the existing market [3]. Group 4: Copper Foil Product Development - The company has developed HVLP5 high-frequency and high-speed copper foil, characterized by low surface roughness and high peel strength, suitable for applications in AI servers, communications, and automotive radar. Samples have been sent to major copper-clad laminate manufacturers in China and Japan, with successful development and verification with downstream clients [4]. Group 5: Copper Foil Market Position - The company does not produce or compete in the HVLP1-3 grade copper foil market, focusing instead on HVLP5 grade high-frequency and high-speed copper foil [6].

Group 1 - A significant number of high-profile stocks, including Jingwang Electronics, Changfei Fiber, and Jimin Health, have hit the daily limit down [1] - Over 30 stocks, such as Tianfu Communication and Huahong Company, have experienced declines exceeding 10% [1]

Core Viewpoint - Longyang Electronics (Kunshan) Co., Ltd. has approved a plan to reduce its repurchased shares through centralized bidding, with a maximum reduction of 592,393 shares, representing 0.21% of the total share capital, during the period from August 29, 2025, to February 28, 2026 [1] Summary by Sections Share Repurchase Plan - On February 19, 2024, Longyang Electronics' board approved a share repurchase plan using part of the excess funds raised from its initial public offering, with a total repurchase amount between 13 million and 26 million yuan, and a maximum price of 21.17 yuan per share [2] - The shares repurchased for maintaining company value and shareholder rights will not exceed 46.15% of the total repurchase, while at least 53.85% will be used for employee stock ownership plans or convertible bonds [2] Initial Share Reduction Details - On August 29, 2025, Longyang Electronics executed its first share reduction, selling 477,393 shares, which is 0.17% of the total share capital, generating total proceeds of 37,121,462.50 yuan (excluding transaction fees) [3] - The highest transaction price was 81.50 yuan per share, the lowest was 74.70 yuan, and the average transaction price was 77.82 yuan [3] Progress of Reduction Plan - As of August 31, 2025, the total number of shares reduced remains at 477,393, with proceeds consistent with the initial reduction details [4] - There are 115,000 shares remaining for sale, necessary for maintaining company value and shareholder rights [4]

一、 公司已回购股份基本情况 公司于2024年2月19日召开了第二届董事会第三次会议及第二届监事会第三次会议， 审议通过了《关于使用部分超募资金回购公司股份方案的议案》，拟使用公司首次公 开发行人民币普通股取得的部分超募资金通过深圳证券交易所股票交易系统以集中竞 价交易方式回购公司已发行的人民币普通股（A股）。本次拟回购资金总额不低于人民 币1,300万元（含），不超过人民币2,600万元（含），回购价格不超过人民币21.17元 /股（含）。其中，用于维护公司价值及股东权益的股份数量不高于回购总量的46.15%， 并将按有关规定予以全部出售；及用于员工持股计划、股权激励或用于转换上市公司 未来发行可转换为股票的公司债券的股份数量不低于回购总量的53.85%。 证券代码：301389 证券简称：隆扬电子 公告编号：2025-067 隆扬电子（昆山）股份有限公司 关于首次减持回购股份 暨回购股份集中竞价减持进展的公告 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。 隆扬电子（昆山）股份有限公司（以下简称"公司"）于2025年8月7日召开第二 届董事会第十六次会议，审 ...

New Stock Issuance - New stock issuance for AiFenda (301575) is priced at 27.69 RMB, effective from September 1, 2025[1] - Fushun Special Steel (600399) is undergoing a tender offer from August 12 to September 10, 2025[1] - KaiPu Cloud (688228) has a recent announcement regarding its stock[1] Market Alerts - Significant abnormal fluctuations reported for Siquan New Materials (301489) on August 22, 2025[1] - New announcements for various stocks including Xinhua Jin (600735) and Jishi Media (601929) on August 30, 2025[1] - Multiple stocks including ST Guohua (000004) and ST Huayang (603825) have recent updates as of August 29, 2025[1] Trading Insights - The report includes links to detailed announcements for stocks experiencing significant market activity, such as ST Zhongji (000972) and ST Yilanzhong (300096)[1] - The document highlights the importance of monitoring stock performance and related announcements for investment decisions[1]

隆扬电子今日下跌2.29%，全天换手率30.57%，成交额18.79亿元，振幅7.29%。龙虎榜数据显示，机构 净买入3170.53万元，深股通净买入8225.40万元，营业部席位合计净卖出9538.82万元。 深交所公开信息显示，当日该股因日换手率达30.57%上榜，机构专用席位净买入3170.53万元，深股通 净买入8225.40万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交6.54亿元，其中，买入成交额为3.37亿 元，卖出成交额为3.18亿元，合计净买入1857.10万元。 具体来看，今日上榜的营业部中，共有2家机构专用席位现身，即买三、买五、卖四，合计买入金额 8641.41万元，卖出金额5470.89万元，合计净买入3170.53万元，深股通为第一大买入营业部及第二大卖 出营业部，买入金额为1.47亿元，卖出金额为6457.58万元，合计净买入8225.40万元。 近半年该股累计上榜龙虎榜12次，上榜次日股价平均涨5.09%，上榜后5日平均涨1.65%。 资金流向方面，今日该股主力资金净流出2.13亿元，其中，特大单净流出2.51亿元，大单资金净流入 3897.36万元。近5日主 ...

| 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 1.3亿 | 1.54亿 | 18.98% | | 归母净利润(元) | 3001.32万 | 5455.85万 | 81.78% | | 扣非净利润(元) | 2875.91万 | 4915.25万 | 70.91% | | 货币资金(元) | 17.45 Z | 12.38亿 | -29.05% | | 应收账款(元) | 7990.73万 | 9374.59万 | 17.32% | | 有息负债 (元) | 1028.96万 | 1987.96万 | 93.20% | | 毛利率 | 43.15% | 54.71% | 26.80% | | 净利率 | 23.14% | 35.36% | 52.78% | | 三费占营收比 | 2.84% | 6.29% | 121.35% | | 每股净资产 (元) | 7.64 | 7.77 | 1.82% | | 每股收益(元) | 0.11 | 0.19 | 72.73% | | 每股经营性现金流(元) | 0.09 ...

证券代码：301389 证券简称：隆扬电子 公告编号：2025-065 隆扬电子（昆山）股份有限公司 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。 隆扬电子（昆山）股份有限公司（以下简称"公司"）于2025年8月29日在巨潮资 讯网上披露了《关于召开2025年第二次临时股东大会通知的公告》（公告编号：2025- 附件一《参加网络投票的具体操作流程》第一项第三款中"股东对总议案与具体 提案重复投票时，以第二次有效投票为准。"更正为"股东对总议案与具体提案重复 投票时，以第一次有效投票为准。"除上述内容外，其他披露内容不变。更正后的股 东大会通知具体内容见公司同日于巨潮资讯网上披露的《关于召开2025年第二次临时 股东大会通知的公告（更正后）》（2025-066）。 公司对本次公告更正给广大投资者带来的不便表示歉意，今后将进一步加强信息 披露审核工作。 隆扬电子（昆山）股份有限公司 董事会 特此公告。 ...