永磁铁氧体湿压磁瓦

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龙磁科技:拟2.1亿元投建越南龙磁二期工程 加速永磁铁氧体原料本地化供应
Zhong Zheng Wang· 2025-09-16 09:33
Core Viewpoint - Longi Technology plans to invest approximately 210 million yuan in its wholly-owned subsidiary in Vietnam to enhance its permanent magnet production capacity, which is expected to positively impact the company's long-term development and operational performance [1][2]. Group 1: Investment and Capacity Expansion - The investment will fund the construction of a second phase project that adds 10,000 tons of permanent magnet ferrite wet-pressed magnetic tile capacity and 25,000 tons of pre-burned material capacity [1]. - This move aims to localize the supply of raw materials for permanent magnet ferrite, thereby extending the company's industrial chain upstream [1]. Group 2: Market Position and Product Application - Magnetic materials are crucial functional materials with extensive applications in various sectors, including automotive, home appliances, consumer electronics, 5G communications, photovoltaic inverters, and charging piles [2]. - Longi Technology focuses on the mid-to-high-end market, with over 70% of its products used in the automotive sector [2]. Group 3: Global Manufacturing and Supply Chain - The company has established production bases in Anhui, Vietnam, and Thailand, supported by a global sales network, which enhances its manufacturing capabilities and cost advantages [2]. - The rapid expansion of scale, continuous technological advancements, and stable high-quality orders contribute to maintaining a high gross margin, while the global layout mitigates geopolitical risks [2]. Group 4: Vertical Integration and Market Diversification - Longi Technology has achieved vertical integration from "magnetic powder to magnetic core to inductor," creating technical barriers at the material level and ensuring lean production processes [2]. - The product range covers various applications, including new energy vehicles, variable frequency appliances, photovoltaic energy storage, and AI servers, effectively diversifying market risks [2].
深化海外布局 龙磁科技拟2.1亿元建设永磁项目
Zheng Quan Ri Bao Wang· 2025-09-15 12:14
Group 1 - The core announcement is that Anhui Longi Magnetic Technology Co., Ltd. plans to invest approximately 210 million yuan in the second phase of its project in Vietnam, which includes the production of 25,000 tons of permanent magnetic ferrite pre-burned materials and 10,000 tons of high-performance permanent magnetic ferrite wet-pressed magnetic tiles annually [1][2] - The investment aims to enhance the company's capacity layout to meet future business development and market expansion needs, which is deemed significant for the company's long-term stable growth [1] - The rapid development of the new energy vehicle market is expected to drive the demand for automotive motors, thereby increasing the market demand for permanent magnetic ferrite, which is a core component of automotive motors [1] Group 2 - The second phase project is part of Longi Magnetic's major planning actions for the next three years, with the goal of achieving an annual production capacity of 60,000 tons of permanent magnets [2] - The project will localize the supply of raw materials, effectively reducing transportation costs and shortening supply cycles, while enhancing the company's control over raw material quality [2] - Longi Magnetic has production bases in Thailand and other locations, which facilitates resource sharing and collaborative development across different business segments [3]
9月15日晚间公告 | 晶晨股份拟收购芯迈微半导体;均胜电子子公司新获150亿汽车智能化项目定点
Xuan Gu Bao· 2025-09-15 11:55
Suspension - New Dazheng is planning to issue shares and pay cash to acquire no less than 51% equity of Jiaxin Liheng Facility Management (Shanghai) Co., Ltd., and is raising matching funds, resulting in stock suspension [1] Mergers and Acquisitions - Jingchen Co., Ltd. intends to acquire 100% equity of Chipmike Semiconductor for a total consideration of 316 million yuan [2] - Shangluo Electronics plans to acquire 88.79% equity of Ligon Technology, a distributor of IC products, for 700 million yuan [3] Share Buybacks and Equity Transfers - Canrui Technology plans to repurchase shares for 20 million to 40 million yuan, with a maximum repurchase price of 52.46 yuan per share [4] - Kejie Intelligent is adjusting its maximum repurchase price from 15.77 yuan per share to 23.73 yuan per share [4] - Xindian Software's chairman proposed a share repurchase of 30 million to 50 million yuan [4] - Industrial Fulian is repurchasing and canceling 1.2855 million restricted stock options [5] - Kexing Pharmaceutical's shareholder inquiry transfer is preliminarily priced at 30.88 yuan per share, representing a 28% discount from today's closing price [6] - Hangke Technology's actual controller, Cao Ji, plans to transfer 3% of the total share capital through inquiry [7] External Investments and Daily Operations - Junsheng Electronics' subsidiary has recently secured a global automotive intelligence project worth approximately 15 billion yuan, with production planned to start in 2027 [8] - Sileck has signed an investment cooperation agreement for a 230 million yuan new energy precision structural components project [9] - Longmag Technology's wholly-owned subsidiary in Vietnam plans to invest approximately 210 million yuan to construct a second-phase project, adding 10,000 tons of permanent magnet ferrite wet-pressed magnetic tile capacity and supporting 25,000 tons of pre-burned material capacity [9] - Kangtai Biological's Sabin strain inactivated polio vaccine (Vero cells) has been approved for market launch [10] - Zhongding Co., Ltd. possesses core technology in humanoid robots and has signed strategic cooperation agreements with multiple enterprises [11] - Dingtong Technology plans to invest 15 million USD to establish a wholly-owned subsidiary in Vietnam for the research and production of optical module liquid cooling radiators [12] - Borui Pharmaceutical's BGM0504 tablets have been approved for clinical trials in overweight/obese adult patients, with no similar oral formulations approved globally [12] - Longmag Technology plans to invest 210 million yuan in the second phase of its Vietnam project to achieve localized supply of permanent magnet ferrite raw materials [13]
龙磁科技:拟投资2.1亿元建设越南龙磁二期工程
Xin Lang Cai Jing· 2025-09-15 08:30
Group 1 - The company announced an investment of approximately 210 million yuan for the construction of the second phase project [1] - The new project aims to add 10,000 tons of permanent magnet ferrite wet-pressed magnetic tile capacity and 25,000 tons of pre-burned material capacity [1] - The project is expected to start construction in September 2025 and will be completed in two phases over a total construction period of 36 months [1] Group 2 - The investment will enhance the company's production capacity while extending the industrial chain upstream [1] - The project aims to achieve localized supply of raw materials for permanent magnet ferrite [1]
龙磁科技拟2.1亿元投建越南龙磁二期工程
Zhi Tong Cai Jing· 2025-09-15 08:27
Core Viewpoint - Longi Magnet Technology (300835.SZ) announced an investment of approximately 210 million yuan to enhance its overseas permanent magnet production capacity through its wholly-owned subsidiary, Longi Magnet Technology (Vietnam) Co., Ltd [1] Group 1: Investment Details - The investment will fund the construction of a Phase II project, which aims to add 10,000 tons of permanent magnet ferrite wet-pressed magnetic tile capacity [1] - The project will also include the establishment of 25,000 tons of pre-burned material capacity, thereby upgrading production scale [1] Group 2: Strategic Goals - The investment is intended to extend the industrial chain upstream, achieving localized supply of raw materials for permanent magnet ferrite [1]
龙磁科技(300835.SZ)拟2.1亿元投建越南龙磁二期工程
智通财经网· 2025-09-15 08:25
Core Viewpoint - Longi Technology (300835.SZ) announced plans to invest approximately 210 million yuan in the construction of a second phase project for its wholly-owned subsidiary Longi Technology (Vietnam) Co., Ltd, aimed at enhancing its overseas permanent magnet production capacity [1] Group 1 - The investment will focus on adding 10,000 tons of permanent magnet ferrite wet-pressed magnetic tile capacity [1] - The project will also include the establishment of 25,000 tons of pre-burned material capacity, which will upgrade production scale and extend the industrial chain upstream [1] - The initiative aims to localize the supply of raw materials for permanent magnet ferrite [1]
龙磁科技:拟投资2.1亿元建设越南龙磁二期工程 实现永磁铁氧体原料的本地化供应
Xin Lang Cai Jing· 2025-09-15 08:24
Core Viewpoint - Longmag Technology (300835.SZ) announced that its wholly-owned subsidiary in Vietnam plans to invest approximately 210 million yuan to construct a second-phase project, which aims to enhance production capacity and localize supply of raw materials for permanent magnet ferrite [1] Group 1 - The investment amount for the second-phase project is approximately 210 million yuan [1] - The project will add 10,000 tons of wet-pressed ferrite magnetic tile production capacity and 25,000 tons of pre-burned material capacity [1] - The project is scheduled to start construction in September 2025 and will be completed in two phases over a total construction period of 36 months [1]
龙磁科技(300835.SZ):拟2.1亿元投资建设越南龙磁二期工程
Ge Long Hui A P P· 2025-09-15 08:24
Core Viewpoint - Longi Technology (300835.SZ) announced plans to invest approximately 210 million yuan in the second phase of its overseas permanent magnet production capacity, aiming to enhance its supply chain and localize raw material sourcing in Vietnam [1] Group 1 - The company will construct an additional 10,000 tons of permanent magnet ferrite wet-pressed magnetic tile capacity [1] - The investment will also include the establishment of 25,000 tons of pre-burned material capacity [1] - This expansion is part of the company's strategy to upgrade production scale and extend its industrial chain upstream [1]
调研速递|安徽龙磁科技接受全体投资者调研,透露未来规划与发展要点
Xin Lang Cai Jing· 2025-09-10 10:55
Core Viewpoint - The company has outlined a clear strategic plan for the next 3-5 years, focusing on expanding production capacity, optimizing product structure, and enhancing operational efficiency [2][4]. Group 1: Strategic Planning - The company plans to increase the production capacity of permanent magnet ferrite wet-pressed magnetic tiles to 60,000 tons and optimize the product structure to improve gross margins [2]. - In the soft magnetic sector, the company is advancing the construction of a soft magnetic factory in Thailand and actively exploring the chip inductor market to establish a new industrial pillar [2]. - The company aims to enhance R&D investment, deepen collaboration with customers, and improve automation in equipment [2]. Group 2: Competitive Advantages - The company possesses significant advantages in magnetic material processing, including continuous R&D investment and talent acquisition, with core technologies covering major production processes [3]. - The company has established long-term partnerships with well-known manufacturers such as Bosch and Valeo, enhancing its brand recognition in the automotive supply chain [3]. - The company benefits from scale and cost advantages due to its production base located in lower-cost regions and its proactive overseas expansion [3]. Group 3: Financial Performance - According to the company's semi-annual report for 2025, revenue from magnetic material products reached 505.61 million yuan, a year-on-year increase of 6.71%, with a gross margin of 33.87%, also up by 6.71% [4]. - Cost reduction and efficiency improvement measures have further increased the gross margin of permanent magnets, while the capacity enhancement of the subsidiary in Vietnam has contributed to profit growth [4]. Group 4: Market Response - The company has a minimal direct export to the U.S. market, accounting for less than 3%, making the overall impact of the U.S.-China trade war manageable [5]. - To mitigate the effects of tariff policy changes, the company is actively expanding its global market presence and reducing reliance on a single market [5]. - The company is one of the earliest in the industry to establish overseas production bases and is accelerating the construction of these bases while maintaining a robust domestic supply chain [5].
龙磁科技(300835) - 300835龙磁科技投资者关系管理信息20250910
2025-09-10 10:00
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:T2025-008 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 线上参与公司2025年半年度业绩说明会的全体投资者 时间 2025年09月10日 15:00-16:30 地点 价值在线(https://www.ir-online.cn/)网络互动 上市公司接待 人员姓名 董事、总经理 熊咏鸽 董事会秘书、副总经理 冯加广 独立董事 左毅 财务总监 卢玉平 投资者关系活 动主要内容介 绍 1.您好,熊总公司近期调研受关注,请问公司最近3-5年战略规划是怎么样的, 如何做大做强主业,同时布局在先进的新质生产力,比如人型机器人等 答:您好! 公司最近3-5年战略规划主要包括以下几个方面: 1.永磁板块,提升永磁铁氧体湿压磁瓦产能规模至6万吨,优化产品结构,提升 毛利率水平。 2.软磁板块,公司将全面推进泰国软磁工厂的建设,加大芯片电感市场开拓力度, 打造新的产业支柱,积极推动软 ...