Group 1 - The meeting held on July 11 aimed to enhance the quality of information disclosure and operational standards of listed companies in the Jinhua, Quzhou, and Lishui areas of Zhejiang province [1] - Over 140 local listed company secretaries, financial directors, and financial work-related personnel attended the exchange meeting, which included insights from leaders and experts from various financial institutions [1] - Key topics discussed included annual report information disclosure, market bonds, hedging and accounting, and case studies of violations by listed companies [1] Group 2 - Jinhua's GDP is projected to reach 692.55 billion yuan in 2024, ranking 6th in Zhejiang province, with 47 listed companies, placing it among the top 30 cities nationwide [2] - The local government plans to enhance the role of capital markets in resource allocation and support the high-quality development of local industries through improved business environments and integrated services for companies seeking to go public [2] - In the first quarter of this year, listed companies in the region reported a net profit of 83.6 billion yuan, a year-on-year increase of 10%, with significant cash dividends and share buyback plans announced [2] Group 3 - The Zhejiang Securities Regulatory Bureau will continue to strengthen its responsibilities and enhance the effectiveness of capital market policies to support local economic development [3] - Measures include improving service quality for the real economy, enforcing strict regulations against financial fraud and market manipulation, and encouraging listed companies to increase cash dividends [3] - The exchange meeting is part of the bureau's initiative to provide regulatory support and promote the development of listed companies in the region [3]

中科磁业今日上涨14.77%，全天换手率58.53%，成交额18.87亿元，振幅16.50%。龙虎榜数据显示，机 构净买入1640.78万元，营业部席位合计净买入3477.55万元。 深交所公开信息显示，当日该股因日换手率达58.53%上榜，机构专用席位净买入1640.78万元。 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1.99亿元，其中，买入成交额为1.25亿 元，卖出成交额为7383.05万元，合计净买入5118.33万元。 具体来看，今日上榜的营业部中，共有1家机构专用席位现身，即买一、卖五，买入金额2934.02万元， 卖出金额1293.24万元，合计净买入1640.78万元。 近半年该股累计上榜龙虎榜9次，上榜次日股价平均涨2.66%，上榜后5日平均涨0.65%。 资金流向方面，今日该股主力资金净流出490.53万元，其中，特大单净流入2703.79万元，大单资金净流 出3194.32万元。近5日主力资金净流出8484.29万元。（数据宝） 中科磁业7月11日交易公开信息 | 买/ 卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | - ...

证券代码：603072 证券简称：天和磁材 公告编号：2025-072 包头天和磁材科技股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 包头天和磁材科技股份有限公司（以下简称"公司"）于 2025 年 6 月 24 日 召开第三届董事会第三次会议，审议通过了《关于对全资子公司增资的议案》， 公司拟以自有资金对包头天和新材料科技有限公司（以下简称"天和新材料"） 增资 9,000 万元人民币，本次增资完成后，天和新材料的注册资本由 1,000 万元 人民币变更为 10,000 万元人民币。具体内容详见公司于 2025 年 6 月 25 日在上 海证券交易所网站（www.sse.com.cn）及指定信息披露媒体披露的《关于对全资 子公司增资的公告》（公告编号 2025-068）。 注册地：内蒙古自治区包头市包头稀土高新技术产业开发区 经营范围：一般项目：磁性材料生产；电子专用材料制造；磁性材料销售； 电子专用材料销售；技术服务、技术开发、技术咨询、技术交流、技术转让、技 术推广；金属表面处理及热处理加工；稀土功能材料 ...

债券代码：123169 债券简称：正海转债 证券代码：300224 证券简称：正海磁材 烟台正海磁性材料股份有限公司 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 华泰证券：王小东、孔舒、刘恋、程凯丽、宋春洁、许孝威 泰和新材：宋烟平 祥龙投资：亓晶晶 偕沣资产：王荣风 尚颀投资：宋 明 立心私募：张海涛 泽弘投资：李海潮 江诣投资：季彦彬 招金私募：郝洪谅、刘中山 时间 2025 年 7 月 9 日 地点 公司会议室 上市公司 接待人员姓名 副总裁、董事会秘书、财务总监：高波 证券事务代表：于在海 投资者关系活动 主要内容介绍 1、问：请介绍一下公司出口许可证的进展。 答：中重稀土相关物项出口管制措施出台后，公司快速响 应，严格按照国家有关规定积极推进出口申报工作，公司是较 早取得出口许可证的企业之一。目前，公司生产经营正常，出 口申报工作稳步推进，新的出口许可证陆续获批。 公司将保持与有关部门密切沟通，动态跟进政策变化，确 保出口业务合规推进，全力保障经营稳健。 2、问：公司产品 ...

| | 特定对象调研□分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访□业绩说明会 | | | □新闻发布会□路演活动 | | 类别 | □现场参观 | | | □其他（请文字说明其他活动内容） | | | 华泰证券：王小东、孔舒、刘恋、程凯丽、宋春洁、许孝威 | | 参与单位名称及 | 泰和新材：宋烟平 立心私募：张海涛 祥龙投资：亓晶晶 泽弘投资：李海潮 | | 人员姓名 | 偕沣资产：王荣风 江诣投资：季彦彬 | | | 尚颀投资：宋明 招金私募：郝洪谅、刘中山 | | 时间 | 2025 年 7 月 9 日 | | 地点 | 公司会议室 | | 上市公司 | 副总裁、董事会秘书、财务总监：高波 | | 接待人员姓名 | 证券事务代表：于在海 1、问：请介绍一下公司出口许可证的进展。 | | | 答：中重稀土相关物项出口管制措施出台后，公司快速响应， 严格按照国家有关规定积极推进出口申报工作，公司是较早取 得出口许可证的企业之一。目前，公司生产经营正常，出口申 | | 投资者关系活动 | | | | 报工作稳步推进，新的出口许可证陆续获批。 | | | 公司将保持与有关部 ...

Industry Overview - Ferrite soft magnetic materials, primarily composed of Fe₂O₃, are produced using powder metallurgy and are widely applied in electronic components such as transformers and inductors [1][3] - China has become the world's largest producer of ferrite soft magnetic materials, with a mature application in traditional consumer electronics, industrial manufacturing, and energy sectors [1][14] - The industry is expected to see a sales volume of approximately 510,000 tons in 2024, representing a year-on-year growth of 6.25% [1][14] Application Demand - The demand for ferrite soft magnetic materials is driven by the growth in sectors such as new energy vehicles, photovoltaic systems, and big data [1][8] - In the new energy vehicle sector, production and sales are projected to reach 12.89 million and 12.87 million units respectively in 2024, with year-on-year growth rates of 34.4% and 35.5% [7][8] - The communication sector utilizes ferrite soft magnetic materials in 5G base station power supplies, which are critical for operational efficiency [10][12] Market Dynamics - The industry chain consists of upstream raw material supply (iron oxide, manganese oxide, zinc oxide), midstream production, and downstream applications in various sectors including home appliances and telecommunications [5][14] - The competitive landscape is fragmented, with many small enterprises relying on low-cost strategies, while key players like Hengdian East Magnetic and Spring Light Group hold stronger market positions [16][19] Development Trends - The industry is moving towards high performance and high-end products to meet the increasing demands of new energy vehicles and 5G technology [21] - Customization and personalization of products are becoming essential as electronic components evolve rapidly [22] - Automation and smart manufacturing are being integrated into production processes to enhance efficiency and reduce costs [24]

磁性材料板块直线拉升，银河磁体（300127）涨超10%，宁波韵升（600366）、大地熊、龙磁科技 （300835）、英思特（301622）、金力永磁（300748）等跟涨。 ...

Core Points - The company announced the lifting of restrictions on 437,458 shares of restricted stock on July 8, 2025, which represents 0.3665% of the total share capital [1][14] - A total of 86 individuals are eligible for the lifting of restrictions under the 2023 Restricted Stock Incentive Plan [1][14] - The second lifting of restrictions is based on the fulfillment of specific performance conditions outlined in the incentive plan [6][9] Summary by Sections Incentive Plan Approval and Conditions - The board of directors and the supervisory board approved the lifting of restrictions on the second phase of the 2023 Restricted Stock Incentive Plan during meetings held on July 1, 2025 [1][2] - The plan's second lifting period lasts from the completion of the stock grant registration for 24 months, with the lifting conditions needing to be met [6][9] Performance Metrics - The performance metrics for the lifting of restrictions include revenue growth and net profit growth, with specific targets set based on the company's 2022 financial performance [8][10] - The company achieved a revenue of approximately 1.17 billion yuan and a net profit of approximately 111 million yuan for the year 2024, meeting the required performance conditions [8][10] Changes in Incentive Plan Participants - The number of eligible participants in the incentive plan was adjusted from 92 to 91 due to one participant voluntarily opting out [11][12] - The stock grant price was adjusted from 17.67 yuan to 17.47 yuan per share following the company's 2022 equity distribution [11][12] Stock Buyback and Cancellation - The company has conducted buybacks and cancellations of restricted stocks due to participants leaving the company or not meeting performance targets, resulting in a reduction of eligible shares [12][14] - A total of 739,096 shares were repurchased and canceled due to performance not meeting the set targets for the first lifting period [12][14]

长江商报消息 ●长江商报记者 刘倩雯 2025年上半年，A股市场整体表现稳健，沪深股指均以红盘收官。值得关注的是，在涨幅前十的个股 中，两家湖北上市公司——九菱科技（873305.BJ）和永安药业（002365.SZ）分别以306.72%和234.79% 的涨幅跻身榜单，成为上半年A股市场的明星企业。 九菱科技表现强劲 2025年上半年，A股市场呈现结构性行情，中小市值股票表现活跃，尤其是北交所个股表现抢眼。Wind 数据显示，上半年共有3791只个股上涨，1619只个股下跌。其中，136只个股实现翻倍上涨，北交所占 据30席。在涨幅前10的个股中，北交所占据3席；前20名中则有7只北交所股票。涨幅居前的个股主要集 中在新材料、医药、高端制造等领域，反映出市场对科技创新和产业升级的持续关注。 九菱科技是一家专注于磁性材料、精密零部件研发与生产的高新技术企业，产品广泛应用于新能源汽 车、消费电子、工业自动化等领域。2025年上半年，该公司股价累计上涨306.72%，位列涨幅榜第四 位。 作为一家专注于特色原料药及医药中间体的制药企业，永安药业主要产品包括牛磺酸、氨基酸衍生物 等。推动其股价上涨的主要因素包括全球 ...

公司为全球高性能钕铁硼永磁材料龙头企业，具备业界领先的晶界渗透等技术体系，产品应用于新能源 汽车及汽车零部件、风力发电、节能电梯、工业机器人与人形机器人、变频空调等领域，下游应用增速 可期。 深耕永磁材料十六载，核心技术与齐全牌号傍身。公司是一家专注于研发、生产和销售高性能钕铁硼永 磁材料及组件的高新技术企业。截至24 年年底，公司拥有以晶界渗透技术为核心的127 项国内外专利， 其产品线覆盖的牌号齐全，稳定性强，综合品质高，在行业具备较强竞争力。 钕铁硼磁材的上游为稀土材料，全球供应量增势较缓。钕铁硼磁材的上游为轻、中重稀土。全球稀土原 材料供应的集中度高，我国是重要供应地。在我国，稀土是实行生产总量控制管理的产品，其开采指标 逐年稳健增长，主要分配给两大稀土集团。镨钕氧化物供给全球呈缓慢增长态势。 维持"强烈推荐"投资评级。预计25、26、27 年实现归母净利润5.87、8.04、9.79 亿元，对应市盈率 55.7、40.7、33.4 倍，强烈推荐。 下游节能环保类与机器人等应用增速可期。钕铁硼磁材行业具有门槛高，客户粘性强的特点。相比于其 他磁性材料，该类磁材性能优势突出，具有极高的磁能积、矫顽力和能 ...