暗盘资金正涌入这些股票，点击速看>>> 磁性材料板块短线走低，新莱福（301323）、宁波韵升（600366）、大地熊、中科磁业（301141）、正 海磁材（300224）等走低。 ...

Group 1 - The core viewpoint is that Yunlu Co., Ltd. (688190.SH) is a leading enterprise in the domestic soft magnetic materials sector, benefiting from strong national policy support and entering a historic strategic development opportunity [2] - The management team announced a collective stock buyback, marking the first such initiative since the company's listing, aimed at enhancing investor confidence and promoting stable development [2] - The management intends to increase their holdings using personal or raised funds, with a total planned investment ranging from 4 million to 12 million yuan [2] Group 2 - Yunlu Co., Ltd. aims to position itself as a global provider of sustainable energy materials and comprehensive solutions, focusing on high-end products in the magnetic materials sector [3] - The company is projected to achieve a 7.24% increase in revenue and a 12.59% increase in net profit attributable to shareholders in 2024, driven by the new production line and growing applications in amorphous transformers and motors [3] - The company plans to deepen its "materials + equipment + applications" model, supporting industry growth through material technology innovation and expanding applications in strategic emerging fields like new energy vehicles [3] Group 3 - The company is actively developing new products in the magnetic materials field, including nanocrystalline ultra-thin strips and magnetic powders, to diversify its product structure and explore new market opportunities [4] - Since its listing in November 2021, Yunlu Co., Ltd. has maintained a cash dividend policy with a payout ratio above 30%, implementing a mid-term dividend for the first time in 2024 [4] - The company aims to continue a robust profit distribution policy to reward shareholder trust [4]

证券代码：000795 证券简称：英洛华 英洛华科技股份有限公司投资者关系活动记录表 编号：2025-07 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 （投资者电话会议） 参与单位名称及 人员姓名 1、现场调研 兴业证券：赵远喆 2、电话会议 招商证券：王逸卿、张洵伊 时间 2025 年 6 月 17 日 地点 横店 上市公司接待人 员姓名 董事会秘书：钱英红 证券事务代表：吴美剑 投资者关系活动 主要内容介绍 1、公司目前磁材产能是多少？产能利用率情况如何？磁 材出口占比多少？下游应用领域情况？ 答：公司拥有横店、赣州两个磁材生产基地，目前磁材毛 坯产能约为 13000 吨，产能利用率约为 80%。2024 年公司磁材 成品的销量 6200 多吨，磁材业务出口占比百分之二三十。目 前公司磁材产品在汽车领域、高端音响、节能电机、曳引机、 智能消费电子等下游领域应用较多。 2、公司原材料采购及库存情况如何？ 答：公司和包括中国稀土、北方稀土在内的主要原材料供 应商建立了长期良好的合作关系，采取长协和灵活采购相结合 的采购模式。公司生产主要 ...

智通财经APP获悉，6月17日，山东春光科技集团股份有限公司(简称：春光集团)深交所创业板IPO已受 理。中金公司为其保荐机构，拟募资7.5071亿元。 招股书显示，春光集团主要从事软磁铁氧体磁粉的研发、生产和销售，并沿产业链发展软磁铁氧体磁 心、电子元器件和电源等产品。公司长期深耕锰锌软磁铁氧体材料领域，已成为行业内少数几家能够规 模化供应质量稳定、性能优良的软磁铁氧体材料的生产厂商。 | 序号 | 项目名称 | 投资总额(万元) | 拟使用募集资金数额(万元) | | --- | --- | --- | --- | | | 智慧电源磁电材料项目 | 58,438.01 | 58.438.01 | | 2 | 研发中心升级建设项目 | 6.733.09 | 6.733.09 | | 3 | 补充流动资金 | 9,900.00 | 9.900.00 | | | 合计 | 75,071.10 | 75.071.10 | 财务方面，于2022年度、2023年度及2024年度，春光集团实现营业收入约为10.15亿元、9.3亿元、10.77 亿元人民币；同期，公司实现净利润分别约为7713.75万元、8703.32万 ...

6月17日，云路股份（688190.SH）股价从前一日的大涨转为大跌。截至收盘，云路股份收跌6.92%，每股报86.47元，总市值103.76亿元。 消息面上，云路股份于6月16日晚间披露称，公司董事长兼总经理李晓雨已被吉林省吉林市监察委员留置。尽管云路股份同步撇清了关系，并安排了其 他高管代职，但二级市场似乎并未买账。 董事长突遭留置 云路股份算得上是资本市场上的新秀，该公司于2015年12月成立，2021年11月登陆上交所科创板。 云路股份主营业务是先进磁性金属材料的设计、研发、生产和销售，包括非晶合金、纳米晶合金、磁性粉末及其制品的研发、生产和销售。在核心产品 非晶合金薄带方面，云路股份常年位居全球市场占有率第一。 本次被留置的是公司创始人兼掌舵人李晓雨。 截至5月27日，中国航发资产管理有限公司为云路股份控股股东，持股比例为28.5%，穿透股权后由国务院国资委实际控制。李晓雨、郭克云为公司第 二大股东、第三大股东，持股比例分别为20.82%、17.42%。 截至目前，上述留置原因及其他情况尚未披露。而从公开履历来看，李晓雨过往工作经历与吉林省吉林市并无太多关联。 李晓雨现年55岁，历任韩国电源株式会社 ...

作 者丨见习记者李益文 编 辑丨陈思颖 公告称，公司拥有完善的治理及内部控制机制，已对相关事项做了妥善安排，公司其他董事、监事、高级管理人员目前均正常履职。 公司官网介绍，云路股份成立于2015年12月，公司自成立以来一直专注于先进磁性金属材料领域，已形成非晶合金、纳米晶合金、磁合金粉末 三大材料及其制品系列。 财报显示，云路股份2024年营收19亿元，同比增长7.24%；归母净利润3.61亿元，同比增长8.73%。20252年一季度，公司营收虽同比下滑 4.87%至4.21亿元，但归母净利润仍同比增长4.34%至0.79亿元。 6月16日晚间，云路股份（688190）发布"关于公司董事长兼总经理被留置的公告"称，公司于近日得知，公司董事长兼总经理李晓雨被吉林省 吉林市监察委员会留置。 云路股份称，该事项与本公司无关，截至公告出具日，公司未被要求协助调查，公司各项生产经营活动正常进行，不会对公司的日常运营造成 重大影响。 据2024年年报披露，李晓雨于1970年出生，系山东大学特聘教授、正高级工程师，拥有博士学位。其职业履历涵盖韩国电源株式会社多个技术 管理岗位，并曾任青岛云路聚能、青岛云路新能源等关联企业董 ...

每经记者｜彭斐 每经编辑｜魏官红 值得注意的是，在披露董事长兼总经理李晓雨被留置消息的同时，云路股份撇清该事项与公司的关系。 云路股份称，该事项与本公司无关，截至公告出具日，公司未被要求协助调查，公司各项生产经营活动 正常进行，不会对公司的日常运营造成重大影响。 李晓雨身上有诸多亮眼的标签：海归创业者、清华大学毕业生。李晓雨的工作经历比较丰富，在2024年 年报中，云路股份披露，李晓雨1970年出生，历任韩国电源株式会社生产课长、开发课长、品质课长， 青岛云路聚能董事长兼总经理，青岛云路新能源董事长兼总经理，珠海云路新能源董事长兼总经理。现 任公司董事长兼总经理、云路新能源董事长、英柏投资执行董事、宇霆光电执行董事、思能动力执行董 事。 在李晓雨被留置后，云路股份方面迅速做出应对。云路股份公告称，经公司董事会过半数董事同意，在 李晓雨不能履行董事长兼总经理职责期间，暂由公司副董事长雷日赣代行董事长职责，由公司董事、副 总经理庞靖代行总经理及法定代表人职责。 6月16日，股价上涨超9%后，云路股份（688190.SH，股价92.9元，市值111.48亿元）突然发布高管被留 置的信息。 云路股份公告称，公司于近日 ...

Group 1: Company Overview - Beikong Technology is a high-tech enterprise engaged in efficient mining and metallurgy equipment and advanced magnetic materials, with a controlling shareholder being a large central enterprise under the State-owned Assets Supervision and Administration Commission [2] - The company has three wholly-owned subsidiaries involved in mining equipment and magnetic materials businesses [2] Group 2: Market Activity - The A-share rare earth permanent magnet sector has been active, with Beikong Technology's stock price reaching 27.53 yuan per share, achieving a涨停 (trading limit up) for five consecutive trading days, resulting in a price increase of over 60% [2] - Following the announcement of export controls on rare earth materials by the Ministry of Commerce, Beikong Technology's stock price surged, with a涨停 occurring on June 9 [3] Group 3: Industry Context - Rare earth elements, comprising 17 metals including lanthanides, scandium, and yttrium, are essential strategic resources for modern technology and industry, often referred to as "industrial vitamins" [3] - China dominates global rare earth supply, accounting for 80% of the total supply, and the demand for heavy rare earths is increasing due to the growth of industries such as robotics and electric vehicles [3] Group 4: Risk Disclosure - Beikong Technology announced on June 12 that its stock price had deviated significantly, with a cumulative increase of over 20% in two days, indicating abnormal volatility [4] - The company confirmed that there are no undisclosed significant matters affecting its operations, and the internal and external business environment remains stable [4]

Group 1: Company Performance - In Q1 2025, the company achieved revenue of 1.61 billion RMB, a year-on-year increase of 14.19% [2] - The net profit attributable to shareholders was 1.61 billion RMB, up 57.85% year-on-year [2] - The net profit excluding non-recurring gains and losses reached 1.06 billion RMB, reflecting a significant growth of 331.10% [2] Group 2: Export and Compliance - In Q1 2025, export sales revenue was 3.12 billion RMB, accounting for 17.76% of total revenue [3] - Sales revenue from exports to the United States was 1.22 billion RMB, representing 6.94% of total revenue [3] - The company has obtained export licenses for magnetic materials, components, and motor rotors, complying with national regulations [3] Group 3: Raw Material Procurement - In 2024, 63% of the company's raw material procurement came from strategic partnerships with Northern Rare Earth Group and China Rare Earth Group [4] - The company utilized 2,575 tons of recycled rare earth materials, which constituted 30.4% of total rare earth material usage in 2024 [4] - The procurement strategy emphasizes green recycling and risk management through a diversified supply chain [4] Group 4: Business Development - The company is actively involved in the development of embodied robot motor rotors, with initial small-scale deliveries [5] - Investments have been made in specialized facilities and equipment to support the scaling of production in the robotics sector [5] - The low-altitude aircraft sector has also seen small-scale deliveries, indicating progress in this area [5] Group 5: Share Buyback Plan - The board has approved a share buyback plan with a total fund of no less than 100 million RMB and not exceeding 200 million RMB [6][7] - The buyback will be conducted through centralized bidding and aims to reduce registered capital by canceling repurchased shares [7] - The plan reflects the company's confidence in its future development and value recognition [6]

资金流向方面，今日该股主力资金净流出1.60亿元，其中，特大单净流出1.27亿元，大单资金净流出 3315.67万元。近5日主力资金净流出2.04亿元。（数据宝） 中科磁业6月13日交易公开信息 中科磁业今日下跌2.98%，全天换手率52.67%，成交额15.75亿元，振幅9.53%。龙虎榜数据显示，机构 净卖出2972.54万元，营业部席位合计净卖出9152.41万元。 深交所公开信息显示，当日该股因日换手率达52.67%上榜，机构专用席位净卖出2972.54万元。 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3.13亿元，其中，买入成交额为9572.42 万元，卖出成交额为2.17亿元，合计净卖出1.21亿元。 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，即买二、卖四、卖五，合计买入金额 2227.53万元，卖出金额5200.07万元，合计净卖出2972.54万元。 近半年该股累计上榜龙虎榜5次，上榜次日股价平均涨10.05%，上榜后5日平均涨15.36%。 | 买/ 卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | - ...