微型逆变器及配件

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龙磁科技:9月15日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-09-15 08:32
Group 1 - The company Long Magnetic Technology (SZ 300835) announced on September 15 that its sixth board meeting was held via telecommunication to discuss the investment proposal for the construction of the second phase project in Vietnam [1] - For the first half of 2025, the company's revenue composition was as follows: magnetic materials accounted for 85.54%, commutators and others for 9.93%, micro inverters and accessories for 4.37%, and leasing business for 0.16% [1] - As of the report date, Long Magnetic Technology's market capitalization was 7.4 billion yuan [1]
龙磁科技(300835) - 300835龙磁科技投资者关系管理信息20250506
2025-05-07 06:50
Group 1: Financial Performance - The company's 2024 revenue increased by 9.33%, while net profit grew by 50.31%, indicating a strong growth trend [2] - R&D investment for 2024 was 65,236,050.76 CNY, accounting for 5.58% of total revenue [5] Group 2: Market Position and Strategy - The company aims to expand its production capacity of permanent magnet ferrite wet-pressed tiles to 60,000 tons, targeting high-end markets in automotive and variable frequency home appliances [3] - The company plans to enhance its market share by developing new customer groups and applications, particularly in the electric vehicle sector [3] Group 3: International Expansion - The company is expanding its production capacity in Vietnam to 10,000 tons and plans to establish a soft magnetic factory in Thailand with a capacity of 8,000 tons [3] - Future international strategies include establishing localized production bases in Southeast Asia to optimize supply chain resilience and reduce trade barriers [4][5] Group 4: Challenges and Future Outlook - The micro-inverter and accessory business saw a slight revenue decline in 2024 due to a slowdown in global photovoltaic installations and intensified competition [3] - The company will focus on high-efficiency product iterations and explore emerging markets in Latin America and Southeast Asia to enhance market share [3]