格隆汇2月24日丨根据联交所最新权益披露资料显示，2026年2月23日，金力永磁(06680.HK)遭Allianz SE在场内以每股均价22.3087港元减持115.64万股，涉 资约2579.8万港元。 减持后，Allianz SE最新持股数目为1097.92万股，持股比例由5.17%下降至4.68%。 | 股份代號: | | --- | | 上市法國名稱: 日期 草 | | 表格序號 | 大股東/董事/最高行政人員名 作出披露的 買入 / 賣出或涉及的 每股的平均價 | | | | 持有權益的股份數目 佔已發行的 有關事件的日期 相 | | | --- | --- | --- | --- | --- | --- | --- | | | 股份數目 | 泉内 | | | (請參閱上述*註 有投票權股(日 / 月 / 年) 權 | | | | | | | | al 份自分比 | | | CS20260223E00346 | Allianz SE | 1201(L) | 1.156.400(L | HKD 22.3087 | 10.979.200(L) | 4.68(L)23/02/2026 | ...

智通财经APP获悉，香港联交所最新资料显示，2月23日，Allianz SE减持金力永磁(06680)115.64万股， 每股作价22.3087港元，总金额约为2579.78万港元。减持后最新持股数目为1097.92万股，最新持股比例 为4.68%。 ...

香港联交所最新资料显示，2月23日，Allianz SE减持金力永磁（300748）(06680)115.64万股，每股作价 22.3087港元，总金额约为2579.78万港元。减持后最新持股数目为1097.92万股，最新持股比例为 4.68%。 ...

香港联交所最新资料显示，2月12日，HSBC Global Asset Management (Hong Kong) Limited增持金力永 磁（300748）(06680)94.7万股，每股均价23.1947港元，总金额约为2196.54万港元。增持后最新持股数 目为1241.46万股，最新持股比例为5.28%。 ...

智通财经APP获悉，香港联交所最新资料显示，2月12日，HSBC Global Asset Management (Hong Kong) Limited增持金力永磁(06680)94.7万股，每股均价23.1947港元，总金额约为2196.54万港元。增持后最新 持股数目为1241.46万股，最新持股比例为5.28%。 ...

Group 1 - JPMorgan Chase & Co. increased its stake in Jinli Permanent Magnet (06680.HK) by purchasing 254,200 shares at an average price of HKD 21.7208 per share, totaling approximately HKD 5.5214 million [1] - Following this acquisition, JPMorgan's total holdings in Jinli Permanent Magnet rose to 16,644,751 shares, increasing its ownership percentage from 6.98% to 7.09% [1][2]

Group 1 - Morgan Stanley increased its stake in Jinli Permanent Magnet (300748)(06680) by 254,200 shares at a price of HKD 21.7208 per share, totaling approximately HKD 5.5214 million [1] - After the increase, the total number of shares held by Morgan Stanley is approximately 16.6448 million, representing a holding percentage of 7.09% [1]

Group 1 - Morgan Stanley increased its stake in Jinli Permanent Magnet (06680) by 254,200 shares at a price of HKD 21.7208 per share, totaling approximately HKD 5.5214 million [1] - After the increase, the total number of shares held by Morgan Stanley is approximately 16.6448 million, representing a holding percentage of 7.09% [1]

Company Overview - Jinli Permanent Magnet achieved an annual production target of 40,000 tons of high-performance rare earth permanent magnet materials in 2025, with plans to expand production to 60,000 tons by 2027 [3] - The company is expected to see a net profit growth of 127%-161% year-on-year in 2025, but its price-to-earnings ratio (TTM) stands at 84.71, which is higher than the industry average, raising concerns among some investors about the profit realization pace post-expansion [3] Market Performance - On February 13, 2026, Jinli Permanent Magnet's stock price closed at 37.54 yuan, down 2.32% for the day, primarily influenced by a combination of technical adjustments, sector sentiment, capital outflows, and valuation pressures [1][5] - The stock price fell below the 5-day moving average of 37.41 yuan, with a negative MACD histogram (-0.068), indicating weakened short-term momentum [1] - The A-share non-ferrous metal sector dropped by 2.94% on the same day, reflecting a decline in market risk appetite that affected individual stocks [2] Capital Movements - On February 10, 2026, JPMorgan reduced its holdings in Jinli Permanent Magnet by 1.1198 million H-shares, totaling approximately 23.86 million Hong Kong dollars, raising market concerns regarding capital flows [4] - The China Minmetals Import and Export Chamber of Commerce is set to hold a rare earth export policy briefing on March 25, 2026, which may increase market uncertainty [4] Valuation Insights - Jinli Permanent Magnet's stock has seen a significant increase of 10.06% since the beginning of 2026, with a 5-day increase of 7.29%, leading some investors to take profits after the short-term rally [5] - The average target price from institutions is 38.50 yuan, which is close to the current stock price, indicating that further upward momentum will depend on exceeding performance expectations or favorable industry policies [5]

Group 1 - The core point of the article is that Jinli Permanent Magnet (Ganzhou) New Materials Co., Ltd. has increased its registered capital from 100 million RMB to 1.1 billion RMB, marking a 1000% increase [1] - The company was established on November 18, 2024, and is wholly owned by Jinli Permanent Magnet (300748) [1][2] - The business scope of the company includes manufacturing, sales, and research of electronic special materials, magnetic materials, and rare earth functional materials [1][2] Group 2 - The company is classified as a limited liability company with a business duration that is indefinite [2] - The registered address is located in the Ganzhou Economic and Technological Development Zone, Jiangxi Province [2] - The company is recognized as a general taxpayer for value-added tax [2]