龙磁科技（300835）(300835.SZ)加快扩产升级步伐。 2月11日，龙磁科技公告，公司拟向不超过35名(含35名)特定对象发行股票募集资金总额不超过7.6亿元 (含本数)，用于越南龙磁二期工程、芯片电感智造项目、补充流动资金及偿还银行贷款。 作为深耕磁材行业二十余年的创业板上市企业，龙磁科技近年来业绩稳步增长，2020年—2024年，其营 收从5.59亿元增至11.7亿元，归母净利润从6822万元增至1.11亿元；2025年预计归母净利润最高达2亿 元，同比增幅最高80.09%。 与此同时，长江商报记者注意到，近年来，龙磁科技持续加码研发投入，2021年—2025年前三季度累计 研发费用高达2.70亿元，研发团队超200人，累计拥有专利200余项。 拟定增募资7.6亿扩产 业内认为，凭借强劲的技术实力与全球化布局，龙磁科技正加速向高端电子元器件领域升级，本次定增 将进一步夯实其全球竞争力与长期成长动能。 近日，龙磁科技发布2026年度向特定对象发行A股股票预案。本次发行股票数量不超过发行前公司总股 本的30%，即不超过约3577万股(含本数)，发行价格不低于定价基准日前20个交易日公司股票交易均价 ...

2026.02. 12 本文字数：1155，阅读时长大约2分钟 作者 | 一财阿驴 10:38 沪深两市成交额突破1万亿元。 10:23 电力板块震荡拉升，晋控电力涨停，豫能控股2连板，闽东电力、赣能股份、涪陵电力走高。 11:32 A股午盘丨创业板指半日涨超1%，电网设备板块走高 沪指涨0.12%，深成指涨0.8%，创业板指涨1.18%，科创综指涨0.93%。小金属、电网设备、特高 压板块走强，半导体板块表现活跃，影视院线、短剧游戏板块跌幅居前。截至午盘，全市场超2700 只个股上涨。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | 000001 上证指数 | | 4137.06 | 5.07 | 0.12% | | 399001 | 深证成指 | 14274.93 113.99 | | 0.80% | | 881001 万得全A | | 6839.37 | 36.95 | 0.54% | | 000680 | 科创综指 | 1804.89 | 16.67 | 0.93% | | 399006 | 创业板指 | 3323.56 | ...

Group 1 - The rare earth permanent magnet sector is experiencing significant activity, with Longmag Technology rising over 13% [1] - Other companies such as China Rare Earth, Jiuling Technology, Zhongke Magnetic Industry, Dadi Bear, Wanlang Magnetic Plastic, Galaxy Magnet, and Jinli Permanent Magnet also saw increases [1] - The price of praseodymium and neodymium oxide continues to rise, reaching 800,000 yuan per ton, with a week-on-week increase of 9.9% and a month-on-month increase of 28.8% [1]

Group 1 - The rare earth permanent magnet sector experienced a short-term surge, with Long Magnetic Technology rising over 10% [1] - Other companies such as Shenghe Resources, Huaxin Environmental Protection, Jiuling Technology, and Zhong Rare Metals also saw increases in their stock prices [1]

Group 1 - The core point of the article is that Long Magnetic Technology (300835.SZ) experienced a stock price increase of 5.15%, reaching a historical high of 82.550 yuan, with a total market capitalization of 9.844 billion yuan [1]

Core Viewpoint - Long Magnetic Technology (龙磁科技) is pursuing a dual strategy to consolidate its main business in permanent ferrite and expand into AI-related sectors, planning to raise up to 760 million yuan through a private placement of shares [2][4]. Group 1: Fundraising and Investment Plans - The company plans to issue shares to no more than 35 specific investors, raising a total of up to 760 million yuan [4]. - The funds will be allocated primarily to two projects: 310 million yuan for the "Vietnam Long Magnetic Phase II Project" to expand overseas production capacity of permanent ferrite wet-pressed magnetic tiles, and 250 million yuan for the "Chip Inductor Manufacturing Project" [4][5]. - An additional 200 million yuan will be used to supplement working capital and repay bank loans, addressing the company's rising debt levels [5]. Group 2: Project Details - The "Vietnam Long Magnetic Phase II Project" has a total investment of 358 million yuan, which will add 10,000 tons of permanent ferrite wet-pressed magnetic tile capacity and 25,000 tons of pre-burned material capacity [5]. - The company has maintained a high sales rate of over 95% for its core product, indicating strong demand, particularly in overseas markets where supply is currently insufficient [4][5]. Group 3: AI Chip Inductor Strategy - The investment in chip inductors is a strategic move to embrace the AI wave and create a "second growth curve" for the company [6]. - The global market for AI chip inductors is projected to grow from approximately 13.9 million USD in 2024 to 158.1 million USD by 2031, with a compound annual growth rate exceeding 40% from 2025 to 2031 [7]. - The company has been developing a complete industrial layout for soft magnetic materials since 2020, focusing on chip inductors as a key product direction to meet the demands of AI applications [7][8]. Group 4: Production Capacity and Market Position - The chip inductor manufacturing project has a total investment of 336 million yuan, aiming to produce 180 million chip inductors annually [9]. - The company is currently testing multiple chip inductor products with clients, expecting to begin mass deliveries in the first quarter of 2026 [8].

Core Viewpoint - Longi Technology (300835.SZ) has announced a plan to issue A-shares to specific investors in 2026, aiming to raise a total of no more than 760 million yuan, which will be allocated to various projects and financial needs [1] Group 1 - The total amount of funds to be raised from the issuance is capped at 760 million yuan, including the principal [1] - The raised funds will be used for the second phase of the Vietnam Longi project, a chip inductor manufacturing project, replenishing working capital, and repaying bank loans [1]

Group 1 - The core viewpoint of the article is that Long Magnetic Technology (300835.SZ) has announced a plan to issue A-shares to specific investors, aiming to raise a total of no more than 760 million yuan [1] - The funds raised will be allocated to several projects, including the second phase of the Vietnam Long Magnetic project, a chip electromagnetic manufacturing project, replenishing working capital, and repaying bank loans [1]

Group 1: Major Announcements - Unisplendour plans to raise no more than 5.57 billion yuan through a private placement to acquire a 6.98% stake in New H3C and for other projects [2] - Zhongwei Semiconductor intends to establish an IPM production line project in Ziyang, Sichuan, using 1.21 billion yuan of leftover IPO funds [2] - Kaiying Network has signed a settlement agreement with Legend IP, which is expected to positively impact the company's profit by approximately 200 million yuan [2] Group 2: Project Developments - Blue Ocean Huaten plans to invest 8 million yuan in Wanren Technology to support its daily operations and AI project development [4] - Yuedian Power A has successfully put into operation the expansion project of the Huizhou Power Plant, which includes two 1000MW units [7] - Longmag Technology intends to raise up to 760 million yuan for its second phase project in Vietnam and chip inductor manufacturing [8] Group 3: Financial Performance - Top Group expects a net profit of 2.6 billion to 2.9 billion yuan for 2025, a decrease of 3.35% to 13.35% year-on-year due to rising raw material costs and increased market competition [20] - Jingchen Technology reported a net profit of 871 million yuan for 2025, a 6% increase year-on-year, with record high sales of over 174 million chips [21] - Guodian Xintong's net profit for 2025 is projected at 678 million yuan, a decline of 16.91% year-on-year, primarily due to increased credit impairment losses and tax expenses [22] Group 4: Shareholder Actions - Jieshun Technology's actual controller plans to reduce holdings by up to 2.8% of the company's shares [27] - Lihexing's controlling shareholder and concerted actors plan to collectively reduce their holdings by up to 1% [27] - Kory Technology's shareholders plan to reduce their holdings by a total of up to 3.13% [29] Group 5: Stock Buybacks - Quzhou Dongfeng plans to repurchase shares worth between 50 million and 100 million yuan, with a maximum price of 6.48 yuan per share [30]

Core Viewpoint - Longi Technology (300835.SZ) plans to raise a total of up to 760 million yuan through a private placement of shares, with the funds allocated for various projects including the second phase of its Vietnam project, chip inductor manufacturing, working capital, and repayment of bank loans [1] Group 1 - The company aims to raise funds not exceeding 760 million yuan [1] - The raised funds will be used for the second phase of the Vietnam project [1] - The funds will also support the chip inductor manufacturing project [1] Group 2 - Additional allocations include replenishing working capital [1] - Part of the funds will be used to repay bank loans [1]