12月1日，隆华科技盘中上涨2.11%，截至10:57，报8.24元/股，成交1.00亿元，换手率1.26%，总市值 85.28亿元。 隆华科技所属申万行业为：机械设备-通用设备-其他通用设备。所属概念板块包括：新材料、QLED、 节能环保、小盘、污水处理等。 截至9月30日，隆华科技股东户数4.70万，较上期增加11.74%；人均流通股20766股，较上期增加 3.32%。2025年1月-9月，隆华科技实现营业收入23.26亿元，同比增长20.49%；归母净利润1.80亿元，同 比增长16.64%。 分红方面，隆华科技A股上市后累计派现3.15亿元。近三年，累计派现9808.55万元。 机构持仓方面，截止2025年9月30日，隆华科技十大流通股东中，香港中央结算有限公司位居第五大流 通股东，持股1642.30万股，相比上期增加1109.26万股。 责任编辑：小浪快报 资金流向方面，主力资金净流入1267.93万元，特大单买入103.28万元，占比1.03%，卖出245.35万元， 占比2.45%；大单买入3271.31万元，占比32.67%，卖出1861.30万元，占比18.59%。 隆华科技今年以来股价涨 ...

截至9月30日，隆华科技股东户数4.70万，较上期增加11.74%；人均流通股20766股，较上期增加 3.32%。2025年1月-9月，隆华科技实现营业收入23.26亿元，同比增长20.49%；归母净利润1.80亿元，同 比增长16.64%。 分红方面，隆华科技A股上市后累计派现3.15亿元。近三年，累计派现9808.55万元。 11月27日，隆华科技盘中上涨2.02%，截至10:08，报8.09元/股，成交4963.83万元，换手率0.64%，总市 值83.73亿元。 资金流向方面，主力资金净流入222.06万元，特大单买入848.68万元，占比17.10%，卖出301.85万元， 占比6.08%；大单买入1045.55万元，占比21.06%，卖出1370.32万元，占比27.61%。 隆华科技今年以来股价涨11.57%，近5个交易日跌3.80%，近20日跌3.00%，近60日跌6.80%。 资料显示，隆华科技集团(洛阳)股份有限公司位于河南省洛阳市洛龙区开元大道288号会展国际13-13A 层，成立日期1995年7月5日，上市日期2011年9月16日，公司主营业务涉及电子新材料业务、高分子复 合材料业务 ...

截至9月30日，隆华科技股东户数4.70万，较上期增加11.74%；人均流通股20766股，较上期增加 3.32%。2025年1月-9月，隆华科技实现营业收入23.26亿元，同比增长20.49%；归母净利润1.80亿元，同 比增长16.64%。 11月24日，隆华科技盘中上涨2.04%，截至13:16，报8.02元/股，成交1.66亿元，换手率2.16%，总市值 83.01亿元。 资金流向方面，主力资金净流入1557.62万元，特大单买入716.30万元，占比4.30%，卖出641.66万元， 占比3.86%；大单买入4084.18万元，占比24.54%，卖出2601.20万元，占比15.63%。 隆华科技今年以来股价涨10.61%，近5个交易日跌10.59%，近20日跌6.74%，近60日跌7.82%。 资料显示，隆华科技集团(洛阳)股份有限公司位于河南省洛阳市洛龙区开元大道288号会展国际13-13A 层，成立日期1995年7月5日，上市日期2011年9月16日，公司主营业务涉及电子新材料业务、高分子复 合材料业务、节能环保业务。主营业务收入构成为：节能换热装备业务35.87%，靶材及超高温特种材 料业务 ...

Group 1 - The core point of the news is that Longhua Technology's stock price increased by 5.15% to 8.57 CNY per share, with a trading volume of 213 million CNY and a turnover rate of 2.62%, resulting in a total market capitalization of 8.87 billion CNY [1] - Longhua Technology Group, established on July 5, 1995, and listed on September 16, 2011, is located in Luoyang, Henan Province. The company specializes in electronic new materials, polymer composite materials, and energy-saving environmental protection [1] - The main business revenue composition includes: energy-saving heat exchange equipment (35.87%), target materials and ultra-high temperature special materials (26.91%), environmental water treatment product sales (13.49%), foam products and structural components (9.44%), extractants (8.76%), rail transit products (3.05%), sewage treatment (1.04%), others (0.89%), and environmental water treatment engineering contracting (0.55%) [1] Group 2 - From the perspective of major fund holdings, one fund under Jiao Yin Schroder holds Longhua Technology as a significant investment. The Jiao Yin CSI Environmental Governance Index (LOF) A (164908) held 418,500 shares in the second quarter, accounting for 2.09% of the fund's net value, ranking as the fourth-largest holding [2] - The Jiao Yin CSI Environmental Governance Index (LOF) A (164908) was established on July 19, 2016, with a current scale of 131 million CNY. Year-to-date returns are 17.26%, ranking 2793 out of 4220 in its category; the one-year return is 53.88%, ranking 1836 out of 3814; and since inception, it has a loss of 51.56% [2] - The fund manager of Jiao Yin CSI Environmental Governance Index (LOF) A (164908) is Shao Wenting, who has been in the position for 4 years and 149 days. The total asset scale is 12.623 billion CNY, with the best fund return during the tenure being 52.92% and the worst being -25.45% [3]

Group 1 - The core viewpoint of the news is that Longhua Technology's stock has shown fluctuations in price and trading volume, with a recent increase of 2.09% and a total market value of 8.32 yuan per share, amounting to 8.611 billion yuan [1] - As of June 30, 2025, Longhua Technology reported a revenue of 1.515 billion yuan, representing a year-on-year growth of 23.95%, and a net profit attributable to shareholders of 112 million yuan, with a growth of 5.83% [2] - The company has a diverse revenue structure, with the main business segments including energy-saving heat exchange equipment (35.87%), target materials and ultra-high temperature special materials (26.91%), and environmental water treatment products (13.49%) [1] Group 2 - Longhua Technology has distributed a total of 315 million yuan in dividends since its A-share listing, with 98.085 million yuan distributed in the last three years [3] - The number of shareholders as of June 30, 2025, is 42,000, a decrease of 6.02% from the previous period, while the average circulating shares per person increased by 16.38% to 20,099 shares [2] - The company is categorized under the mechanical equipment industry, specifically in general equipment and other general equipment, with involvement in sectors such as large aircraft, military-civilian integration, drones, and aerospace military industry [2]

Company Overview - Longhua Technology Group (Luoyang) Co., Ltd. is located in Luoyang, Henan Province, and was established on July 5, 1995. The company was listed on September 16, 2011. Its main business includes electronic new materials, polymer composite materials, and energy-saving environmental protection [1][2]. Financial Performance - For the first half of 2025, Longhua Technology achieved operating revenue of 1.515 billion yuan, representing a year-on-year growth of 23.95%. The net profit attributable to the parent company was 112 million yuan, with a year-on-year increase of 5.83% [2]. - As of June 30, 2025, the company has distributed a total of 315 million yuan in dividends since its A-share listing, with 98.085 million yuan distributed over the past three years [3]. Stock Performance - As of September 11, Longhua Technology's stock price increased by 2.38%, reaching 8.62 yuan per share, with a total market capitalization of 8.922 billion yuan. The stock has risen 18.88% year-to-date and 21.07% over the past 60 days [1]. - The stock has seen a net inflow of main funds amounting to 18.2029 million yuan, with significant buying activity from large orders [1]. Shareholder Information - As of June 30, 2025, the number of shareholders for Longhua Technology was 42,000, a decrease of 6.02% from the previous period. The average number of circulating shares per person increased by 16.38% to 20,099 shares [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 5.3303 million shares, a decrease of 517,100 shares from the previous period [3]. Business Segments - The company's main business revenue composition includes: energy-saving heat exchange equipment (35.87%), target materials and ultra-high temperature special materials (26.91%), environmental water treatment products (13.49%), foam products and structural components (9.44%), extractants (8.76%), rail transit products (3.05%), sewage treatment (1.04%), and other segments (0.89%) [1]. Industry Classification - Longhua Technology is classified under the machinery equipment sector, specifically in general equipment and other general equipment categories. The company is associated with concepts such as large aircraft, QLED, military-civilian integration, drones, and foldable screens [2].

Investment Rating - The investment rating for the company is "Buy" (maintained) [7][5] Core Views - The company's performance in H1 2025 met market expectations, with significant growth in the new materials business. Revenue reached 1.51 billion yuan, a year-on-year increase of 24.0%, and net profit attributable to shareholders was 110 million yuan, up 5.8% year-on-year. The gross profit margin was 22.4%, down 2.1 percentage points year-on-year. In Q2 2025, revenue was 880 million yuan, a year-on-year increase of 50.9% and a quarter-on-quarter increase of 37.2%. Net profit for Q2 was 70 million yuan, up 31.9% year-on-year and 48.1% quarter-on-quarter, with a gross profit margin of 22.8%, down 4.2 percentage points year-on-year but up 1.0 percentage point quarter-on-quarter [5][13]. Summary by Sections Financial Performance - In H1 2025, the company achieved revenue of 1.51 billion yuan, a 24.0% increase year-on-year, and a net profit of 110 million yuan, a 5.8% increase year-on-year. The gross profit margin was 22.4%, down 2.1 percentage points year-on-year. In Q2 2025, revenue was 880 million yuan, a 50.9% year-on-year increase and a 37.2% quarter-on-quarter increase, with net profit of 70 million yuan, a 31.9% year-on-year increase and a 48.1% quarter-on-quarter increase [5][13]. Business Segments - The company's target material and ultra-high temperature special materials business generated revenue of 410 million yuan in H1 2025, a 49.4% year-on-year increase, with a gross margin of 22.2%, down 5.7 percentage points year-on-year. The company is expanding its overseas market in the display panel sector and has successfully passed quality audits for two product models by Samsung [14]. - The foam products and structural components business achieved revenue of 140 million yuan in H1 2025, an 82.2% year-on-year increase, with a gross margin of 38.4%, down 1.2 percentage points year-on-year. The subsidiary, Zhaoheng Technology, is a leading domestic company in PMI foam materials, primarily used in various civil/military aircraft and low-altitude vehicles [15]. Future Outlook - The company is expected to achieve revenues of 3.65 billion yuan, 4.45 billion yuan, and 5.95 billion yuan for 2025, 2026, and 2027, respectively, with year-on-year growth rates of 34.6%, 21.8%, and 33.7%. Net profit attributable to shareholders is projected to be 270 million yuan, 420 million yuan, and 560 million yuan for the same years, with growth rates of 106.9%, 54.2%, and 34.5% [16][17].