Group 1 - The rare earth permanent magnet sector in the A-share market has shown strong performance, with several stocks hitting their daily limit up [1] - Notable performers include Jinli Permanent Magnet, which reached a limit up of 20%, and Dadi Bear and Benlang New Materials, which rose over 11% [1][2] - Other companies such as Goldwind Technology, China Steel Tianyuan, and Baogang Co. also saw significant gains, with increases close to 10% [1][2] Group 2 - Jinli Permanent Magnet has a total market capitalization of 49.9 billion, with a year-to-date increase of 104.50% [2] - Dadi Bear and Benlang New Materials have market capitalizations of 4.386 billion and 4.32 billion respectively, with year-to-date increases of 85.86% and 203.21% [2] - Other companies in the sector, such as China Steel Tianyuan and Baogang Co., have market capitalizations of 8.632 billion and 135.4 billion, with year-to-date increases of 59.63% and 60.75% respectively [2]

Core Viewpoint - Benlang New Materials announced the full repayment of 70 million yuan used for temporary working capital back to the special fundraising account by August 22, 2025, with a usage period not exceeding 12 months from the board's approval date [2] Group 1 - The company has repaid all 70 million yuan to the special fundraising account [2] - The repayment deadline is set for August 22, 2025 [2] - The usage period for the funds did not exceed 12 months from the board's approval [2]

证券代码：836807 证券简称：奔朗新材 公告编号：2025-032 广东奔朗新材料股份有限公司 关于闲置募集资金暂时补充流动资金归还的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏，并对其内容的真实性、准确性和完整性承担个别及 连带法律责任。 董事会 2025 年 8 月 22 日 广东奔朗新材料股份有限公司（以下简称"公司"）于 2024 年 9 月 27 日 召开第六届董事会第三次会议、第六届监事会第三次会议，审议通过了《关于 使用闲置募集资金暂时补充流动资金的议案》，同意公司（含募集资金投资项 目实施主体全资子公司广东奔朗新材料科技有限公司）使用额度不超过人民币 7,000.00 万元的闲置募集资金暂时补充流动资金，仅用于与主营业务相关的生产 经营使用，使用期限自董事会审议通过之日起不超过 12 个月。具体内容详见公 司于 2024 年 9 月 30 日在北京证券交易所信息披露平台（http://www.bse.cn/）披 露的《广东奔朗新材料股份有限公司使用闲置募集资金暂时补充流动资金公 告》（公告编号：2024-063）。 截至 2025 年 8 ...

证券之星消息，8月21日，奔朗新材（836807）融资买入930.56万元，融资偿还815.07万元，融资净买入 115.49万元，融资余额4056.22万元，近3个交易日已连续净买入累计340.53万元，近20个交易日中有12 个交易日出现融资净买入。 | 交易日 | 融资净买入(元) | 融资余额(元) | 占流通市值比 | | --- | --- | --- | --- | | 2025-08-21 | 115.49万 | 4056.22万 | 1.59% | | 2025-08-20 | 36.73万 | 3940.73万 | 1.50% | | 2025-08-19 | 188.31万 | 3904.00万 | 1.47% | | 2025-08-18 | 864.71万 | 3715.69万 | 1.33% | | 2025-08-15 | -250.29万 | 2850.99万 | 1.17% | 融券方面，当日无融券交易。 融资融券余额4056.22万元，较昨日上涨2.93%。 小知识 融资融券：融资就是证券公司借钱给投资者买股票，到期将本金和利息一同还了就行，融券可以理解成 是投资者借股票来 ...

Core Viewpoint - The rare earth permanent magnet sector in the A-share market has experienced a significant pullback, with multiple companies facing substantial declines in their stock prices [1] Group 1: Market Performance - Jintian Co. has hit the daily limit down, while Beikong Technology is nearing the limit down, indicating severe market pressure [1] - Dongfang Zirconium has dropped over 7%, with Ashi Chuang and Sanchuan Wisdom both falling over 6% [1] - Other companies such as Keheng Co., Longmag Technology, Youyan Powder Materials, and Yingweideng have also seen declines exceeding 4% [1] Group 2: Company Specifics - Jintian Co. reported a decline of 9.97% with a total market capitalization of 22.6 billion [2] - Beikong Technology saw a decrease of 9.81%, with a market cap of 4.783 billion [2] - Dongfang Zirconium experienced a drop of 7.59%, with a market value of 10.5 billion [2] - Ashi Chuang's stock fell by 6.59%, with a market cap of 7.01 billion [2] - Sanchuan Wisdom decreased by 6.12%, with a market capitalization of 7.343 billion [2] - Keheng Co. dropped by 5.99%, with a market cap of 5.024 billion [2] - Longmag Technology fell by 4.89%, with a market value of 7.269 billion [2] - Youyan Powder Materials decreased by 4.44%, with a market cap of 5.181 billion [2] - Yingweideng saw a decline of 4.00%, with a market capitalization of 8.005 billion [2] - Zhenghai Magnetic Materials and Benlang New Materials both dropped by 3.29% and 3.11% respectively, with market caps of 15 billion and 3.741 billion [2]

Core Viewpoint - The rare earth permanent magnet concept stocks in the A-share market have collectively strengthened, with significant price increases observed across various companies [1]. Group 1: Stock Performance - Benlang New Materials saw a rise of over 13.44%, with a total market value of 4.069 billion and a year-to-date increase of 185.59% [2]. - Jintian Co. and Northern Rare Earth (600111) both reached the 10% limit up, with market values of 21.3 billion and 155.1 billion respectively, and year-to-date increases of 115.76% and 102.42% [2]. - Huahong Technology (002645) increased by 9.99%, with a market value of 9.544 billion and a year-to-date increase of 140.62% [2]. - Other notable performers include Zhongke Magnetic Industry (8.25% increase), Shenghe Resources (8.15% increase), and Yingweiting (8.09% increase), with respective market values of 9.232 billion, 43.9 billion, and 8.371 billion [2]. - Longmag Technology rose by 7.78%, with a market value of 7.727 billion and a year-to-date increase of 110.34% [2]. - China Rare Earth and Baogang Co. both saw increases of over 5%, with market values of 47.5 billion and 121.4 billion respectively [2].

格隆汇8月18日｜A股市场稀土永磁概念股集体走强，其中，奔朗新材涨超13%，金田股份、北方稀 土、华宏科技10CM涨停，中科磁业、盛和资源、英威腾涨超8%，龙磁科技涨超7%，中国稀土、包钢 股份、宁波韵升涨超5%。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 836807 | 奔朗新材 | | 13.44 | 40.69亿 | 185.59 | | 601609 | 美田股份 | 1 | 10.01 | 213亿 | 115.76 | | 600111 | 北方稀土 | 第 | 10.00 | 1551亿 | 102.42 | | 002645 | 华宏科技 | 1 | 9.99 | 95.44 7 | 140.62 | | 301141 | 中科磁业 | 策 | 8.25 | 92.32亿 | 105.41 | | 600392 | 盛和资源 | 1 | 8.15 | 439亿 | 145.66 | | 002334 | 英威腾 | # | 8.09 | 83.71亿 | 37.93 | | 30 ...

Group 1 - The rare earth permanent magnet sector in the A-share market has seen significant gains, with notable stocks such as Jintian Co. and Ningbo Yunsheng hitting the daily limit up [1] - Other companies like Invt, Hengdian East Magnetic, Longmag Technology, and Huicheng Environmental Protection have also experienced increases of over 4% [1] - The overall market trend indicates a strong performance in the rare earth sector, with several companies showing substantial year-to-date growth percentages [2] Group 2 - Jintian Co. has a market capitalization of 14 billion and a year-to-date increase of 62.03% [2] - Ningbo Yunsheng has a market capitalization of 17.3 billion and a year-to-date increase of 114.73% [2] - Other companies such as Invt, Hengdian East Magnetic, and Longmag Technology have also shown impressive year-to-date growth rates, indicating a robust market environment [2]

证券之星消息，8月12日通用设备板块较上一交易日下跌0.05%，奔朗新材领跌。当日上证指数报收于 3665.92，上涨0.5%。深证成指报收于11351.63，上涨0.53%。通用设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 301018 | 申菱休境 | 56.02 | 13.13% | 28.32万 | | 15.63亿 | | 603757 | 大元泉业 | 35.41 | 10.00% | 6.15万 | | 2.17亿 | | 603090 | 宏盛股份 | 35.35 | 9.99% | 7.41万 | | 2.55亿 | | 300990 | 同飞股份 | 68.41 | 8.38% | 8.82万 | | 5.84亿 | | 300430 | 诚益通 | 22.86 | 6.87% | 46.15万 | | 10.46 乙 | | 688448 | 磁容科技 | 43.67 | 6.25% | 8.88万 | | 3.65亿 | | 0 ...

Group 1 - Ningbo Yunsheng reached the daily limit increase, indicating strong market interest and potential bullish sentiment [1] - San Chuan Wisdom saw an increase of over 10%, reflecting positive investor response [1] - Other companies such as Shenghe Resources, Benlang New Materials, Jiuwu High-Tech, Huahong Technology, and Northern Rare Earth also experienced upward movement in their stock prices [1]