目前，龙磁科技已完成"磁粉-磁芯-电感"垂直整合。通过材料端技术壁垒构建，制造端全流程精益生 产，客户端快速响应，差异化切入AI芯片电感和车载电感市场，实现从材料到器件的闭环。产品覆盖 新能源汽车、变频家电、光伏储能、AI服务器等多元场景，有效分散单一市场风险。 公司表示，此举将进一步完善公司产能布局，满足公司未来业务发展和市场拓展的需要，对促进公司长 期稳定发展具有重要意义。本次投资虽然会增加越南龙磁资本开支和现金支出，但从长远来看对公司业 务布局和经营业绩具有积极影响，符合公司全体股东的利益。 磁性材料作为重要的基础功能材料，下游应用范围广泛，包括汽车、家电、消费类电子、5G通讯、光 伏逆变器、充电桩等领域。龙磁科技聚焦中高端市场，70%以上的产品应用于汽车领域。公司通过中国 安徽、越南胡志明、泰国大城府等地的生产基地布局以及遍布全球的销售网络，实现了亚洲制造、服务 全球的良好格局。主要生产基地人力和能源供应充足，具有明显的成本优势。凭借规模的快速扩张、技 术的不断进步和稳定优质的订单，保证了较高的毛利率水平，叠加海外基地的地缘风险规避能力，提升 了整体盈利空间。全球化布局不仅支撑了新能源、AI算力等新兴 ...

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]

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]

智通财经APP讯，龙磁科技(300835.SZ)发布公告，为完善公司海外永磁产能布局，公司全资子公司龙磁 科技(越南)有限公司(以下简称"越南龙磁")拟投资约2.1亿元建设二期工程，主要建设内容为新增10,000 吨永磁铁氧体湿压磁瓦产能，并配套25,000吨预烧料产能，在产能规模升级的同时向上游延伸产业链， 实现永磁铁氧体原料的本地化供应。 ...

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]

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]

Core Viewpoint - Hengdian East Magnetic (横店东磁) is expected to achieve significant growth in its net profit for the first half of 2025, driven by advancements in multiple industries, particularly in magnetic materials, photovoltaic, and lithium battery sectors [1] Group 1: Financial Performance - The company forecasts a net profit attributable to shareholders of 9.60 billion to 10.50 billion yuan for the first half of 2025, representing a year-on-year increase of 49.6% to 63.6% [1] - The non-deductible net profit is projected to be between 10.20 billion and 11.10 billion yuan, with a year-on-year growth of 69.4% to 84.3% [1] - Basic earnings per share are estimated to be between 0.60 yuan and 0.66 yuan [1] Group 2: Industry Position and Product Development - The magnetic materials industry is crucial for energy conversion, signal transmission, and power adaptation, with a projected global market size of 82 billion dollars by 2024 and a compound annual growth rate of 6.8% from 2025 to 2030 [2] - China contributes 60% of the global permanent magnet material output and 45% of soft magnetic material capacity, although the localization rate for high-end products is below 30% [2] - Hengdian East Magnetic has established a production capacity of 290,000 tons of magnetic materials, offering a wide range of products from raw materials to components [2] Group 3: Strategic Partnerships and Competitive Advantage - The company has become a strategic partner for numerous Fortune 500 companies, receiving accolades such as Bosch's Best Supplier in the Asia-Pacific region and global recognition [3] - By deepening its involvement in the magnetic materials industry, the company aims to enhance its capabilities from core material research to complete solution delivery, thereby creating higher barriers to entry [3] Group 4: Renewable Energy Initiatives - The company is accelerating its integrated layout in battery components and has achieved a production capacity of 23 GW for batteries and 17 GW for components [3] - Hengdian East Magnetic is focusing on differentiated competition strategies in the photovoltaic sector, offering a variety of products tailored to different market needs [4] - The company has successfully achieved full production of its overseas high-efficiency battery projects, marking a significant step in its international strategy [4] Group 5: Technological Innovation - The company has reached a TOPCon battery efficiency of 26.85%, maintaining a leading position in the industry [4] - It has introduced various innovative products, including anti-dust components and customized solutions for diverse applications [4] - The company is proactively developing new packaging technologies to enhance its product matrix and meet market demands [4]