Core Viewpoint - Longyang Electronics (301389) emphasizes the future application of its HVLP5 copper foil products in the high-frequency market with transmission rates reaching 1.6T, driven by increasing demands from AI products for enhanced signal transmission rates and reduced signal loss [1] Group 1 - The HVLP5 copper foil is positioned to meet the evolving requirements of CCL (Copper Clad Laminate) products as the demand for high-speed signal transmission increases [1] - The company acknowledges that the requirements for copper foil, a key material in CCL, will continue to upgrade in response to market needs [1]

证券代码：301389 证券简称：隆扬电子 公告编号：2025-083 隆扬电子（昆山）股份有限公司 关于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，审议通过了《关于回购股份集中竞价减持计划的议案》，根 据公司于2024年2月19日披露的《关于使用部分超募资金回购公司股份方案的公告》 （公告编号：2024-005）和2024年2月21日《回购报告书》（公告编号：2024-008）中 的回购股份用途约定，同意公司以集中竞价交易方式减持用途为用于维护公司价值及 股东权益并将按有关规定予以全部出售的部分已回购股份，拟减持数量不超过592,393 股，占总股本的0.21%，即不超过公司总股本1%，减持期间为自本公告发布之日起15个 交易日之后六个月内（即2025年8月29日至2026年2月28日，根据中国证监会及深圳证 券交易所相关规定禁止减持的期间除外，下同），减持价格根据减持时的二级市场价 格确定。具体内容详见公司于2025年8月7 ...

Core Viewpoint - Longyang Electronics is advancing the verification process of its HVLP5 products with downstream customers, indicating a focus on product development and customer collaboration [1] Company Developments - The first HVLP5 copper foil cell factory of the company has been completed, with equipment installation currently underway [1]

证券日报网讯隆扬电子（301389）11月3日在互动平台回答投资者提问时表示，公司送样的客户为CCL 厂，具体使用场景或终端产品由下游客户根据自身需求确定。 ...

Core Viewpoint - Longyang Electronics announced on November 3 that its R&D reserve product, the PTS-2 series high-frequency copper foil (HVLP6 grade), is expected to be applicable in scenarios above 50GHz. The product is still in the R&D phase and has not yet been sent for sampling [2] Group 1 - The PTS-2 series high-frequency copper foil is designed for applications exceeding 50GHz [2] - The product is currently a research and development reserve and has not been sampled yet [2]

Core Viewpoint - Longyang Electronics is advancing its technology in high-frequency copper foil, achieving a surface roughness (RZ value) of ≤0.2 micrometers, which positions the company for future applications in high-frequency scenarios above 50GHz [2] Group 1 - The company is focusing on unique advanced processes to develop high-frequency and high-speed copper foil technology [2] - The PTS-2 series high-frequency copper foil (HVLP6 grade) is currently in the research and development phase and has not yet been sampled [2]

Core Viewpoint - The company has successfully developed advanced technology for high-frequency low-loss copper foil, specifically the HVLP6 grade, which is expected to be applicable in scenarios above 50GHz [1] Group 1: Product Development - The company has achieved a surface roughness RZ value of ≤0.2 micrometers for its copper foil technology [1] - The PTS-2 series high-frequency copper foil (HVLP6 grade) is currently in the research and development phase and has not yet been sampled [1] Group 2: Future Applications - The HVLP6 grade copper foil is designed for future applications in high-frequency environments exceeding 50GHz [1]

Core Viewpoint - The company is in the process of engaging with customers and sending samples of its products, with a lengthy verification cycle required for testing [1] Group 1 - The company has started to engage with customers and send samples of its HVLP5 product, which began in late 2024 [1] - The verification process involves multiple downstream testing phases, indicating a longer testing cycle [1]

Core Viewpoint - On October 31, a total of four listed companies will have their restricted shares unlocked, with a total market value of approximately 1.992 billion yuan [1] Group 1: Company Specifics - Mingpu Guangci (Stock Code: 002902) will unlock 468,000 shares under equity incentive restrictions [1] - Meino Energy (Stock Code: 001299) will unlock 135 million shares from pre-issue restrictions [1] - Haoshanghao (Stock Code: 001298) will unlock 10.44 million shares from pre-issue restrictions [1] - Longyang Electronics (Stock Code: 301389) will unlock 2.492 million shares from pre-issue restrictions [1]

Market Performance - As of October 30, the PET copper foil sector declined by 2.41%, ranking among the top losers in the market. Notable declines included Hangdian Co., Ltd. which hit the daily limit down, and other companies like Longyang Electronics and Huicheng Vacuum also saw significant drops [1][2] - Among the stocks in the PET copper foil sector, 8 stocks experienced price increases, with Hongtian Co., Ltd. leading with a rise of 4.30%, followed by Oke Technology at 4.21% and Jingwei Huikai at 1.31% [1][2] Capital Flow - The PET copper foil sector saw a net outflow of 3.065 billion yuan in capital today, with 34 stocks experiencing net outflows. Six stocks had outflows exceeding 100 million yuan, with Xian Dao Intelligent leading at 1.455 billion yuan [1][2] - Other companies with significant net outflows included Tongguan Copper Foil at 266 million yuan, Jiejia Weichuang at 247 million yuan, and Defu Technology at 230 million yuan [1][2] Top Gainers and Losers - The top gainers in the PET copper foil sector included Jiemai Technology, Jiayuan Technology, and Jingwei Huikai, with net inflows of 33.05 million yuan, 27.88 million yuan, and 22.12 million yuan respectively [1][2] - Conversely, the top losers in terms of capital outflow included Xian Dao Intelligent, which saw a decline of 5.50%, and Longyang Electronics with a drop of 9.58% [1][2]