证券代码：300835 证券简称：龙磁科技 安徽龙磁科技股份有限公司 投资者关系活动记录表 编号：T2025 -007 6、AI芯片电感与车载电感明年增速展望 答：AI芯片电感是公司未来发展的战略重点，其价值量高，且公司与客户 的接洽度良好，虽然目前处于小批量交付和样品测试阶段，但随着市场需求的 增长以及公司产品的不断优化，预计明年将陆续有新项目落地。车载电感当前 已有小批量出货，由于汽车行业的发展以及智能化、电动化趋势的推动，明年 也有望保持一定的增长速度。 7、TLVR电感与非TLVR电感认证情况，公司的电感业务重点。 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（电话会议） 参与单位名称及 人员姓名 见附件 时间 2025年8月25日20:00-21:00 地点 电话会议 上市公司接待人 员姓名 董事会秘书、副总经理 冯加广 证券事务代表 王慧 投资者关系活动 主要内容介绍 1、公司2025年半年度业绩情况及主要影响因素 答：公司2025年上半年实现营收5.91亿元，较上年同期增长6.36%，实现归 属于上市公司母 ...

中科磁业公告，2025年上半年营业收入3.47亿元，同比增长38.46%；归属于上市公司股东的净利润 2090.43万元，同比增长271.78%。公司计划不派发现金红利，不送红股，不以公积金转增股本。 (本文来自第一财经) ...

中科磁业公告，2025年上半年营业收入3.47亿元，同比增长38.46%。净利润2090.43万元，同比增长 271.78%。公司计划不派发现金红利，不送红股，不以公积金转增股本。 ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Views - The company reported a revenue of approximately 1.66 billion yuan for 2024, representing a year-on-year growth of about 43.5%. The net profit attributable to shareholders was approximately 380 million yuan, with a year-on-year increase of about 46.9%. The gross margin was approximately 40.7%, up by about 1.1 percentage points [5] - In Q1 2025, the company achieved a revenue of approximately 380 million yuan, a year-on-year growth of about 14.4%, but a quarter-on-quarter decline of about 12.1%. The net profit attributable to shareholders was approximately 70 million yuan, with a year-on-year increase of about 3.1% and a quarter-on-quarter decline of about 17.3%. The gross margin was 37.7%, down by about 0.2 percentage points year-on-year and down by about 3.2 percentage points quarter-on-quarter [5] - The company plans to increase R&D investment, with an R&D expense ratio of 7.0% in 2024 and expectations for continued increases in 2025. The current R&D expenses are primarily focused on chip inductors, with the fifth-generation iron-silicon products already on the market [6] - The company's three major AI-driven business segments are expected to see significant revenue growth, with capacity likely to continue being released. The metal soft magnetic powder core segment is projected to achieve revenue of 1.23 billion yuan in 2024, a year-on-year increase of 20.2% [6] - The inductor components segment is expected to achieve revenue of 390 million yuan in 2024, a year-on-year increase of 275.8%. The company has entered the supplier lists of several well-known semiconductor manufacturers, laying the groundwork for future mass production [6] - The company anticipates net profits of 492 million yuan, 614 million yuan, and 722 million yuan for 2025, 2026, and 2027, respectively, with a slight downward adjustment for 2025 compared to previous expectations [7] Financial Summary - For 2024, the company expects operating revenue of 1.66 billion yuan, with a year-on-year growth of 43.5%. The net profit attributable to shareholders is projected to be 376 million yuan, with a year-on-year increase of 46.9% [11] - The gross margin is expected to remain stable at around 40.7% for 2025, with a projected net profit of 492 million yuan, reflecting a year-on-year growth of 31.0% [11] - The company’s P/E ratios for 2025, 2026, and 2027 are projected to be 23.71, 19.00, and 16.16, respectively [11]

Core Viewpoint - New Lai Fu's stock price has fallen below its initial public offering price after a brief recovery, indicating potential market concerns regarding its recent asset acquisition plans and overall financial health [1][2] Group 1: Stock Performance - New Lai Fu's stock closed at 38.69 yuan, down 1.23%, falling below the 39.06 yuan IPO price [1] - The stock had a brief increase of 10.34% on its first trading day after resuming trading, closing at 39.17 yuan [1] Group 2: Recent Announcements - On April 27, New Lai Fu announced plans to issue shares and pay cash to acquire 100% equity of Jin Nan Magnetic Materials, which will become a subsidiary post-transaction [1] - The company plans to raise additional funds by issuing shares to no more than 35 specific investors, in compliance with regulations set by the China Securities Regulatory Commission [1] Group 3: Fundraising Details - New Lai Fu's IPO on June 6, 2023, involved issuing 26,230,723 shares at a price of 39.06 yuan per share, raising a total of 1,024.57 million yuan [2] - The net amount raised after deducting issuance costs was 945.18 million yuan, exceeding the original target by 115.18 million yuan [2] - The funds are intended for various projects, including the construction of a composite functional materials production base and a new rare earth permanent magnet materials production line [2]