产品供不应求 龙磁科技拟投建越南二期工程

Core Viewpoint - Longi Technology (龙磁科技) is initiating a new round of expansion plans, investing approximately 210 million yuan in its subsidiary in Vietnam to enhance production capacity and localize supply chains for permanent magnet materials [1][2]. Group 1: Expansion Plans - The company plans to invest about 210 million yuan in the second phase of its project, which is set to start construction in September 2025 and will take 36 months to complete [1]. - The new project aims to add 10,000 tons of permanent magnet ferrite wet-pressed magnetic tile capacity and 25,000 tons of pre-burned material capacity [1]. - The expansion is expected to enhance the company's production scale and extend its supply chain upstream [1]. Group 2: Current Production Capacity - Currently, Longi Technology has a total permanent magnet capacity of 50,000 tons, distributed across Anhui and Vietnam, with the Vietnam subsidiary achieving a capacity of 12,000 tons after recent upgrades [2]. - The Vietnam base is experiencing high demand, with multiple clients requesting increased shares due to tight supply conditions influenced by rare earth and trade policies [2]. Group 3: Financial Performance - In the first half of the year, Longi Technology reported revenue of 591 million yuan, a year-on-year increase of 6.36%, and a net profit of 85.25 million yuan, reflecting a growth of 31.82% [3].