Core Viewpoint - The company is actively engaging with investors and progressing on multiple fronts, including the development of new materials, acquisitions, and expanding its market presence. Group 1: Investor Communication - On September 19, the company held an investor communication session via an online platform, involving key personnel such as the chairman and financial director [1]. Group 2: Samarium Iron Nitride Magnetic Material Project - The company is in the process of constructing a pilot production line for high-performance samarium iron nitride magnetic powder, expected to be completed by the end of September [2]. - The successful mass production of this project could lead to market expansion in various fields, including electronics and construction, enhancing the company's market share and competitive position [2]. Group 3: Acquisition of Guangzhou Jinnan Magnetic - The company is progressing with the acquisition of 100% equity in Guangzhou Jinnan Magnetic, which is expected to enhance its competitive advantage globally [3]. - The acquisition aims to create synergies in technology and market resources, improving operational efficiency and cost control [3]. Group 4: Other Business Developments - The MIM product line is in its early stages, focusing on technology optimization and market expansion, with new products developed in various sectors [4]. - The first production line for transparent radiation protection materials has been completed, with an annual capacity of 10,000 square meters, targeting medical and security markets [4]. - The company is expanding its overseas presence, with production in Vietnam and sales in North America, showing slight revenue growth in the first half of 2025 [4].

证券代码：301323 证券简称：新莱福 广州新莱福新材料股份有限公司投资者关系活动记录表 编号：2025-006 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 参与单位名称 及人员姓名 投资者网上提问 时间 2025 年 9 月 19 日 (周五) 下午 14:00-17:00 地点 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net） 采用网络远程的方式召开业绩说明会 上市公司接待 人员姓名 董事长：汪小明 董事会秘书：许永刚 财务总监：徐江平 投资者关系活 动主要内容介 绍 一、与投资者沟通和交流的主要问题： 1、贵司钐铁氮磁材规划产能是多少？2025 年已具备产能是多少？全 球竞争对手有几家？全球总产能目前是多少？ 答：尊敬的投资者，您好！公司电机用高性能钐铁氮磁粉现正处于中 试转量产线的建设阶段，预计 9 月底完成第一条小批量产线的建设，后续 将结合市场反馈与需求，稳步推进产能释放及市场拓展工作。在全球层面， 该领域的竞争对手主要包括日亚化工、住友等企业。谢谢您对公司的关注！ 2、请问金南磁材大股东自己 ...

Core Viewpoint - Ningbo Yunsheng's stock price has experienced significant fluctuations, with a year-to-date increase of 96.31% but a recent decline in the last five and twenty trading days [1] Group 1: Company Overview - Ningbo Yunsheng Co., Ltd. is located in Ningbo, Zhejiang Province, established on June 30, 1994, and listed on October 30, 2000 [2] - The company specializes in the research, manufacturing, and sales of neodymium-iron-boron permanent magnetic materials, providing high-end solutions for magnetic material applications [2] - The main business revenue composition is 88.37% from neodymium-iron-boron and 11.63% from other sources [2] Group 2: Financial Performance - For the first half of 2025, Ningbo Yunsheng achieved operating revenue of 2.349 billion yuan, a year-on-year increase of 1.85%, and a net profit attributable to shareholders of 108 million yuan, a year-on-year growth of 179.83% [2] - The company has distributed a total of 1.802 billion yuan in dividends since its A-share listing, with 219 million yuan distributed in the last three years [3] Group 3: Shareholder and Market Activity - As of June 30, 2025, the number of shareholders increased to 132,000, up 80.69% from the previous period, with an average of 8,051 circulating shares per person, down 44.66% [2] - Major shareholders include Hong Kong Central Clearing Limited and Southern CSI 1000 ETF, with notable changes in holdings among the top ten circulating shareholders [3] - The stock has appeared on the daily trading list six times this year, with the most recent occurrence on August 11, where it recorded a net buy of -224 million yuan [1]

Group 1 - China Chengtong Holdings Group Co., Ltd. reduced its stake in Jinli Permanent Magnet (300748) by 2.8244 million shares at a price of HKD 23.8093 per share, totaling approximately HKD 67.247 million [1] - After the reduction, the latest shareholding number is approximately 35.0889 million shares, representing a holding percentage of 15.38% [1] - The transaction involved other related parties, specifically China State-Owned Enterprises Mixed Ownership Reform Fund Co., Ltd. [1]

Group 1 - Sichuan Shengjie Permanent Magnetic Materials Co., Ltd. has been established with a registered capital of 500,000 RMB [1] - The legal representative of the company is Ou Yongchun [1] - The business scope includes production and sales of magnetic materials, research and development of new material technologies, and sales of various metal functional materials [1]

Core Viewpoint - Longmag Technology (300835) is focusing on expanding its production capacity and enhancing its product offerings in the permanent magnet ferrite market, while also making significant strides in chip inductors to meet growing demand in various applications. Group 1: Permanent Magnet Ferrite Market - The competition in the permanent magnet ferrite market is characterized by multi-level differentiation and regional concentration, with Japan's TDK and Hitachi Metals focusing on high-end markets while China remains the largest producer [2] - Longmag aims to enhance its permanent magnet capacity to 60,000 tons through domestic upgrades and overseas expansion, particularly targeting automotive and variable frequency home appliance applications [2] Group 2: Vietnam Production Base - The Vietnam permanent magnet factory has completed upgrades, increasing its capacity to 12,000 tons, and is experiencing high demand due to supply constraints from rare earth policies [3] - The Vietnam base is expected to be a significant contributor to the company's revenue growth moving forward [3] Group 3: Chip Inductor Development - Chip inductors are positioned to benefit from the increasing demand for computing power, with significant technical barriers in product testing and supply chain management [4] - The company is focusing on product development and customer expansion, with new projects expected to launch next year as market demand grows [4][5] Group 4: Value Contribution of Chip Inductors - Chip inductors currently account for approximately 20% of the value in power modules, with expectations to rise to around 30% as power requirements increase [5] - The company is investing in TLVR inductors, which offer higher performance and profitability compared to traditional inductors, with strong customer demand anticipated [6] Group 5: Financial Performance - Longmag reported a revenue of 591 million yuan for the first half of 2025, a year-on-year increase of 6.36%, with a net profit of 85.25 million yuan, up 31.82% [7] - The company’s second-quarter performance showed a revenue of 335 million yuan, a 10.69% increase year-on-year, and a net profit of 56.78 million yuan, reflecting a 67.53% increase [7]

Group 1: Market Overview and Production Capacity - The competition in the permanent magnet ferrite market is characterized by multi-level differentiation, regional concentration, and technology-driven dynamics. Japan's TDK and Hitachi Metals focus on the high-end market with limited capacity utilization, while China is the largest producer, with concentrated capacities in Anhui and Zhejiang, forming an industrial cluster [1] - The company aims to enhance its permanent magnet capacity to 60,000 tons, focusing on applications in automotive and variable frequency home appliances, while upgrading domestic production capabilities [1] Group 2: Vietnam Base and Performance Outlook - The Vietnam permanent magnet factory has completed technical upgrades and expansions, reaching a capacity of 12,000 tons. Due to rare earth control policies and trade regulations, overseas permanent magnet supply is tight, leading to increased demand from customers for the Vietnam base [2] Group 3: Chip Inductor Development - The chip inductor aligns with the growing demand for AI computing power and represents a high-end level of inductor technology. The product testing phase involves over 20 core parameter tests, with a typical testing cycle exceeding three months [3] - This year marks a pivotal year for customer development and validation for chip inductors, with recent small orders from a well-known international semiconductor power supplier and multiple products in the testing phase [3] Group 4: Value Contribution of Chip Inductors - The average value contribution of chip inductors in AI power modules is approximately 20%. This is expected to rise to around 30% as AI technology advances and higher power chips require better performance inductors [4] Group 5: TLVR Inductor Focus - TLVR inductors are designed for low voltage and high current environments, reducing the need for capacitors and lowering system costs. They are expected to see broader applications in AI and renewable energy sectors [5] - TLVR inductors have a value that is 2-3 times higher than traditional NON-TLVR inductors, leading to greater profit margins, prompting the company to invest more in TLVR development [5] Group 6: Vertical Power Supply Solutions - The company’s high-end molded inductors are used in vertical power supply modules, which offer advantages in power path, space utilization, heat dissipation, and integration compared to traditional planar solutions. Customer feedback indicates lower costs and energy consumption, enhancing acceptance of the company's products [6][7]

Group 1 - The establishment of Inner Mongolia Yingsite Magnetic Energy Technology Co., Ltd. has been recently reported, with a registered capital of 50 million RMB [1] - The legal representative of the company is Fan Lizhong, indicating a clear leadership structure [1] - The company's business scope includes the production and sales of magnetic materials, as well as the sales of rare earth functional materials, highlighting its focus on advanced materials [1] Group 2 - Yingsite Magnetic Energy Technology Co., Ltd. is wholly owned by Yingsite (301622), suggesting a strong backing and potential for resource allocation from the parent company [1]

Company Overview - Shenzhen Placo New Materials Co., Ltd. is located in Nanshan District, Shenzhen, Guangdong Province, and was established on September 17, 2009. The company was listed on December 30, 2019. Its main business involves the research, production, and sales of metal soft magnetic powders, metal soft magnetic powder cores, and inductive components, providing high-performance soft magnetic materials and modular inductance solutions for efficient and environmentally friendly operation of power electronic devices and systems [1][2]. Financial Performance - As of June 30, 2025, Placo New Materials achieved operating revenue of 861 million yuan, representing a year-on-year growth of 8.11%. The net profit attributable to the parent company was 191 million yuan, with a year-on-year increase of 3.28% [2]. - The company has distributed a total of 174 million yuan in dividends since its A-share listing, with 120 million yuan distributed over the past three years [3]. Stock Performance - On September 17, the stock price of Placo New Materials increased by 2.16%, reaching 78.00 yuan per share, with a trading volume of 389 million yuan and a turnover rate of 2.14%. The total market capitalization is 22.582 billion yuan [1]. - Year-to-date, the stock price has risen by 45.22%, with an increase of 8.71% over the last five trading days, 8.79% over the last twenty days, and 80.60% over the last sixty days [1]. Shareholder Information - As of June 30, 2025, the number of shareholders of Placo New Materials was 20,800, an increase of 3.76% from the previous period. The average circulating shares per person decreased by 3.42% to 11,075 shares [2]. - Among the top ten circulating shareholders, Huaxia Industry Prosperity Mixed Fund holds 4.6918 million shares, an increase of 301,000 shares compared to the previous period. Guotou Ruijin New Energy Mixed A Fund holds 2.1752 million shares, a decrease of 64,100 shares [3].

Group 1 - The core viewpoint of the news highlights the performance and financial metrics of Dadi Xiong, a company specializing in the research, production, and sales of sintered neodymium iron boron rare earth permanent magnet materials [1][2] - As of September 17, Dadi Xiong's stock price increased by 2.02% to 38.34 CNY per share, with a total market capitalization of 4.389 billion CNY [1] - The company has seen a significant stock price increase of 86.42% year-to-date, with recent gains of 6.77% over the last five trading days and 10.08% over the last 20 days [1] Group 2 - Dadi Xiong's main business revenue composition includes 81.34% from sintered neodymium iron boron, 15.12% from other products, 2.32% from rubber magnets, and 1.22% from other magnetic products [1] - As of June 30, the number of shareholders increased by 36.38% to 12,100, while the average circulating shares per person decreased by 26.68% to 9,466 shares [2] - For the first half of 2025, Dadi Xiong achieved operating revenue of 726 million CNY, representing a year-on-year growth of 13.41%, and a net profit attributable to shareholders of 22.387 million CNY, up 27.11% [2] Group 3 - Since its A-share listing, Dadi Xiong has distributed a total of 173 million CNY in dividends, with 90.528 million CNY distributed over the past three years [3]