Core Insights - The report highlights significant changes in the Hong Kong Stock Connect holdings, with notable increases and decreases in ownership percentages for various companies [1][2][3] Group 1: Increased Holdings - Haotian International Investment (01341) saw the largest increase in holdings, up by 2.83%, bringing its total to 58.85% [2] - Chifeng Jilong Gold Mining (06693) and Shandong Gold (01787) also experienced notable increases of 1.81% and 1.44%, respectively, with holdings of 43.83% and 54.55% [2] - Other companies with significant increases include Yimai Sunshine (02522) at +1.43% (41.36%) and Changfei Optical Fiber Cable (06869) at +1.01% (55.00%) [2] Group 2: Decreased Holdings - Kinglong Magnetics (06680) had the largest decrease in holdings, down by 1.67% to 25.77% [2] - Other notable decreases include Chunli Medical (01858) at -1.41% (46.64%) and Longpan Technology (02465) at -1.17% (50.37%) [2] - Additional companies with reduced holdings include Chongqing Steel (01053) at -0.76% (30.19%) and Tianqi Lithium (09696) at -0.66% (37.65%) [3] Group 3: Five-Day Changes - In the last five trading days, Jingtai Holdings (02228) had the highest increase at +3.39%, with a total holding of 42.87% [3] - Anjiu Food (02648) also saw a significant increase of 3.31% (17.38%) [3] - Shandong Gold (01787) increased by 2.83% (54.55%) during this period [3] Group 4: Twenty-Day Changes - Over the past twenty days, Anjiu Food (02648) experienced the largest increase of 13.05%, bringing its holding to 17.38% [4] - Lens Technology (06613) and Yimai Sunshine (02522) also saw substantial increases of 12.03% (12.56%) and 10.48% (41.36%), respectively [4]

Core Viewpoint - Kinglong Permanent Magnet has accelerated its share buyback and dividend distribution to boost investor confidence, reflecting strong financial performance and market positioning [1][2][3]. Share Buyback and Dividend - The company completed a share buyback plan from August 25 to September 2, repurchasing 3.6655 million shares for a total of 142 million yuan [1][2]. - A cash dividend of 247 million yuan is proposed for the 2025 mid-year, representing 81% of the net profit attributable to shareholders [1][3]. Financial Performance - In the first half of 2025, the company achieved a net profit of 305 million yuan, a year-on-year increase of 154.81% [1][5]. - Revenue for the same period reached 3.507 billion yuan, with a year-on-year growth of 4.33% [5][6]. Market Position and Innovation - Kinglong Permanent Magnet is a leading supplier of rare earth permanent magnet materials, serving major clients in the new energy vehicle, air conditioning, and wind power sectors [4][5]. - The company has invested 1.7 billion yuan in R&D in the first half of 2025, with total R&D expenses over the past three and a half years amounting to 1.18 billion yuan [6][5]. Sales Breakdown - In the first half of 2025, sales in the new energy vehicle sector reached 1.675 billion yuan, with a sales volume increase of 28.14% [6]. - The variable frequency air conditioning sector generated 1.050 billion yuan in sales, with a sales volume increase of 19.85% [6].

Group 1: Company Overview and Financial Performance - In the first half of 2025, the company achieved operating revenue of 20.26 billion yuan, a year-on-year increase of 35.07% [2] - Main business revenue reached 32.26 billion yuan, with a year-on-year growth of 11.08% [2] - Net profit attributable to shareholders was 3.05 billion yuan, reflecting a significant increase of 154.81% [2] - Net profit excluding non-recurring gains and losses was 2.34 billion yuan, up 588.18% year-on-year [2] Group 2: Export and Market Conditions - In the first half of 2025, overseas sales revenue was 5.13 billion yuan, a decrease of 13.58% [3] - Sales revenue from exports to the United States was 2.17 billion yuan, showing a growth of 45.10% [3] Group 3: Production Capacity and Revenue Structure - The actual production capacity of rare earth permanent magnet materials reached 32,000 tons in 2024, with a target of 60,000 tons by 2027 [4] - Revenue from the new energy vehicle and auto parts sector was 16.75 billion yuan, with a sales volume increase of 28.14% [4] - Revenue from the variable frequency air conditioning sector was 10.50 billion yuan, with a sales volume increase of 19.85% [4] - Other revenue sources included 2.14 billion yuan from wind power, 1.33 billion yuan from robotics and industrial servo motors, and 1.01 billion yuan from the 3C sector [4] Group 4: Business Development in Robotics - The company has established a dedicated division for embodied robot motor rotors, indicating a strategic focus on this growth area [5] - Initial small-batch product deliveries have been made, positioning robotics as a potential key growth driver [5] Group 5: Raw Material Supply and Inventory Management - The company has established large-scale magnetic material factories in key production areas and maintains strategic partnerships with major suppliers, accounting for approximately 70% of total procurement [6] - Raw material inventory reached 1.158 billion yuan, a 107.02% increase from the end of 2024 [6] - The company is developing a rare earth recycling system to enhance the green recycling material ratio in response to client demands [6] Group 6: Investor Relations and Communication - The company ensured transparent communication with investors, adhering to information disclosure regulations and maintaining the integrity of disclosed information [7]

Group 1 - The core viewpoint of the article highlights the significant increase in domestic rare earth prices, which have risen by 37.4% since the beginning of the year, with the rare earth price index reaching 225.1 as of August 29, 2025 [1] - The recent release of the "Interim Measures for Total Quantity Control Management of Rare Earth Mining and Rare Earth Smelting Separation" by the Ministry of Industry and Information Technology, the National Development and Reform Commission, and the Ministry of Natural Resources is expected to impact the market positively [1] - Analysts from Guojin Securities believe that the combination of price increases, supply-side reforms, and supply disruptions will lead to both valuation and performance improvements in the rare earth sector [1] Group 2 - Bohai Securities indicates that September is a traditional peak consumption season, and if overall demand performs well, there is potential for further short-term price increases in rare earths [1] - Xiangcai Securities emphasizes that the company holds a leading position in the new energy and energy-saving environmental protection sectors, benefiting from full capacity utilization and the release of new capacity, which is expected to maintain a positive performance trend [1] - The company is also expanding into cutting-edge fields such as humanoid robots and low-altitude flight, which are expected to provide new growth points due to their scalable production capabilities and small batch implementations [1]

Group 1 - The core viewpoint of the article highlights the significant increase in domestic rare earth prices, which have risen by 37.4% since the beginning of the year, reaching an index of 225.1 as of August 29, 2025 [1] - The recent release of the "Interim Measures for Total Control Management of Rare Earth Mining and Separation" by the Ministry of Industry and Information Technology, the National Development and Reform Commission, and the Ministry of Natural Resources is expected to impact the rare earth sector positively [1] - Analysts from Guojin Securities believe that the combination of price increases, supply chain adjustments, and enhanced strategic attributes of the sector will lead to both valuation and performance improvements in the rare earth industry [1] Group 2 - Bohai Securities notes that September is a traditional peak consumption season, and if overall demand performs well, there may still be potential for short-term price increases in rare earths [1] - Xiangcai Securities emphasizes that the company holds a leading position in the new energy and energy-saving environmental protection sectors, benefiting from full capacity utilization and the release of new capacity, which is expected to support a positive performance outlook [1] - The company is also expanding into cutting-edge fields such as humanoid robots and low-altitude flight, which are anticipated to provide new growth points due to their scalable production capabilities and initial small-scale implementations [1]

（编辑 楚丽君） 证券日报网讯 9月2日晚间，金力永磁发布公告称，截至本公告披露日，公司通过回购专用证券账户以 集中竞价交易方式累计回购公司股份3，665，542股，占公司总股本的0.27%，最高成交价格为39.73元/ 股，最低成交价格为30.79元/股，成交总金额为142，216，877.42元（不含交易费用），实际回购时间 区间为2025年8月25日至2025年9月2日。公司本次回购金额已达回购方案中的回购资金总额下限，且不 超过回购资金总额上限，本次回购已实施完毕。 ...

Group 1 - The company, Jinli Permanent Magnet (06680), announced a share buyback plan on September 2, 2025, with an investment of 90.1744 million yuan to repurchase 2.3364 million A-shares [1]

格隆汇9月2日丨金力永磁(06680.HK)公告，9月2日耗资9017.4万元回购233.6万股A股。 ...

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 江西金力永磁科技股份有限公司 呈交日期： 2025年9月2日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 A | | | 於香港聯交所上市 | 否 | | | 證券代號 (如上市) | | 說明 | 於深圳證券交易所上市A股（股份代碼：300748） | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | 庫存股份變動 | | | | | | | 事件 | 已發行股 ...

金力永磁（300748）(06680)发布公告，截至本公告披露日，公司通过回购专用证券账户以集中竞价交 易方式累计回购公司股份366.55万股，占公司总股本的0.27%，最高成交价格为39.73元/股，最低成交价 格为30.79元/股，成交总金额为1.42亿元(不含交易费用)，实际回购时间区间为2025年8月25日至2025年9 月2日。公司本次回购金额已达回购方案中的回购资金总额下限，且不超过回购资金总额上限，本次回 购已实施完毕。 ...