金力永磁所属申万行业为：有色金属-金属新材料-磁性材料。所属概念板块包括：人形机器人、汽车零 部件、机器人概念、稀缺资源、稀土永磁等。 金力永磁今年以来股价涨96.86%，近5个交易日跌1.79%，近20日跌8.20%，近60日涨18.24%。 今年以来金力永磁已经3次登上龙虎榜，最近一次登上龙虎榜为10月13日。 11月20日，金力永磁盘中下跌2.01%，截至13:33，报34.61元/股，成交9.59亿元，换手率2.41%，总市值 476.09亿元。 资金流向方面，主力资金净流出209.14万元，特大单买入3832.41万元，占比4.00%，卖出3847.03万元， 占比4.01%；大单买入1.99亿元，占比20.77%，卖出2.01亿元，占比20.97%。 资料显示，江西金力永磁科技股份有限公司位于江西省赣州市经济技术开发区金岭西路81号，成立日期 2008年8月19日，上市日期2018年9月21日，公司主营业务涉及研发、生产和销售高性能钕铁硼永磁材 料、磁组件及稀土永磁材料回收综合利用。主营业务收入构成为：钕铁硼磁钢91.98%，其他(补 充)8.02%。 机构持仓方面，截止2025年9月30日，金力 ...

香港联交所最新资料显示，11月17日，Allianz SE减持金力永磁（300748）(06680)52.16万股，每股均价 19.9222港元，总金额约为1039.14万港元。减持后最新持股数目为1845.32万股，最新持股比例为 7.86%。 ...

智通财经APP获悉，香港联交所最新资料显示，11月17日，Allianz SE减持金力永磁(06680)52.16万股， 每股均价19.9222港元，总金额约为1039.14万港元。减持后最新持股数目为1845.32万股，最新持股比例 为7.86%。 ...

Core Viewpoint - Jinli Permanent Magnet's stock price has shown significant growth this year, with a year-to-date increase of 100.39%, indicating strong market performance and investor interest [1][2]. Financial Performance - For the period from January to September 2025, Jinli Permanent Magnet achieved a revenue of 5.373 billion yuan, representing a year-on-year growth of 7.16% [2]. - The net profit attributable to shareholders for the same period was 515 million yuan, marking a substantial increase of 161.81% year-on-year [2]. Stock Market Activity - As of November 19, Jinli Permanent Magnet's stock was trading at 35.23 yuan per share, with a market capitalization of 48.462 billion yuan [1]. - The stock has experienced a trading volume of 526 million yuan on the same day, with a turnover rate of 1.34% [1]. - The stock has appeared on the "Dragon and Tiger List" three times this year, with the most recent appearance on October 13 [1]. Shareholder Information - As of September 30, 2025, the number of shareholders increased to 134,000, reflecting a growth of 35.31% compared to the previous period [2][3]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 47.706 million shares, an increase of 41.4024 million shares from the previous period [3]. Dividend Distribution - Since its A-share listing, Jinli Permanent Magnet has distributed a total of 1.471 billion yuan in dividends, with 1.084 billion yuan distributed over the past three years [3]. Business Overview - Jinli Permanent Magnet specializes in the research, production, and sales of high-performance neodymium-iron-boron permanent magnet materials, magnetic components, and the recycling of rare earth permanent magnet materials [1]. - The main revenue source is neodymium-iron-boron magnets, accounting for 91.98% of total revenue, while other sources contribute 8.02% [1]. Industry Position - The company is classified under the non-ferrous metals sector, specifically in the new metal materials and magnetic materials sub-industry [1]. - Jinli Permanent Magnet is associated with several concept sectors, including humanoid robots, scarce resources, rare earth permanent magnets, automotive parts, and robotics [1].

11月18日，金力永磁盘中下跌2.03%，截至14:01，报34.34元/股，成交6.76亿元，换手率1.73%，总市值 472.38亿元。 资金流向方面，主力资金净流出5976.02万元，特大单买入2747.63万元，占比4.06%，卖出5614.86万 元，占比8.30%；大单买入1.40亿元，占比20.72%，卖出1.71亿元，占比25.32%。 金力永磁今年以来股价涨95.32%，近5个交易日跌2.30%，近20日跌13.57%，近60日涨17.84%。 今年以来金力永磁已经3次登上龙虎榜，最近一次登上龙虎榜为10月13日。 金力永磁所属申万行业为：有色金属-金属新材料-磁性材料。所属概念板块包括：稀缺资源、稀土永 磁、人形机器人、高送转、汽车零部件等。 截至9月30日，金力永磁股东户数13.40万，较上期增加35.31%；人均流通股0股，较上期增加0.00%。 2025年1月-9月，金力永磁实现营业收入53.73亿元，同比增长7.16%；归母净利润5.15亿元，同比增长 161.81%。 分红方面，金力永磁A股上市后累计派现14.71亿元。近三年，累计派现10.84亿元。 机构持仓方面，截止2025 ...

下游需求的旺盛为业绩增长提供了坚实支撑。金力永磁在新能源汽车、风力发电、变频节能空调三大核 心应用领域市占率均位居全球第一，其中新能源汽车领域磁材可装配550万辆电动车，全球市占率超 30%。2024年公司高性能磁材产销量同比增长约40%，产能利用率始终保持在90%以上，充足的在手订 单为营收增长奠定基础。同时，公司积极布局人形机器人用磁体及磁组件等新兴领域，这些新赛道毛利 率可达28%，成为未来利润增长的潜在爆发点。 值得关注的是，公司毛利率已呈现持续改善态势。从2024年底的11.1279%，到2025年一季度 15.6981%、二季度16.3898%，再到三季度25.31%，近四个季度毛利率实现阶梯式攀升，彰显出公司盈 利能力的持续增强。中航证券等机构给予公司"买入"评级，认为其"技术降本+订单放量+赛道扩容"的三 重合力将持续推动业绩增长。 作为全球稀土永磁材料产销量冠军，金力永磁2025年整体业绩表现强劲。前三季度公司实现营业收入 53.73亿元，同比增长7.16%；归母净利润5.16亿元，同比激增161.81%，扣非后归母净利润更是大涨 381.94%，基本每股收益0.38元。其中第三季度表现尤为 ...

Core Viewpoint - The company, Jinli Permanent Magnet, has indicated that the prices of major rare earth raw materials are on an upward trend compared to the same period last year, and it is actively managing these price fluctuations to ensure operational stability and sustainability [1] Group 1: Market Trends - The prices of major rare earth raw materials are expected to rise in the first three quarters of 2025 compared to the same period last year [1] - The company is adapting its raw material inventory strategy to respond to price volatility in the rare earth market [1] Group 2: Operational Strategies - The company is implementing measures such as advance procurement of rare earth materials based on existing orders and establishing price adjustment mechanisms with key customers [1] - The company is also focusing on optimizing formulations and improving processes to mitigate the adverse effects of raw material price fluctuations on its operational performance [1]

Core Insights - The automotive consumption peak season from the fourth quarter to the Chinese New Year is increasingly prominent, driving strong demand in the terminal market and creating opportunities for upstream core component companies [1][2] - Jinli Permanent Magnet, a leader in high-performance neodymium-iron-boron permanent magnet materials, benefits significantly from the electric vehicle (EV) sector, with nearly half of its business directly linked to EV orders [1][2] Industry Overview - The peak effect of the EV industry is expected to fully release in the fourth quarter of 2025, with domestic EV retail sales projected to reach 1.32 million units in October, achieving a penetration rate of over 60%, a historical high [1] - Major automakers like BYD, NIO, and XPeng are setting record delivery volumes, with BYD's monthly sales reaching 441,700 units and NIO exceeding 40,000 units in monthly deliveries [1] Company Performance - Jinli Permanent Magnet's third-quarter report indicates a robust order backlog extending to the second quarter of 2026, with the EV and auto parts sectors being the core growth drivers [2] - Revenue from the EV sector reached 2.615 billion yuan in the first three quarters of 2025, with a year-on-year sales increase of 23.46% and a domestic market share exceeding 30% [2] - The company has established deep partnerships with leading global automakers such as Tesla, BYD, and Volkswagen, providing solid support for peak season orders [2] Global Expansion - Jinli Permanent Magnet's overseas business is also thriving, with export revenue to the U.S. increasing by 43.92% year-on-year in the first three quarters [2] - The company has secured a contract for the BMW iX3 model in Europe and achieved small-scale supply from its Mexico base, further enhancing its global growth potential [2] Market Dynamics - The fourth quarter represents a golden period for automotive consumption, driven by concentrated production by automakers and pre-holiday family car purchases [2] - Jinli Permanent Magnet is positioned to benefit from both the seasonal market advantages and increased material usage per vehicle due to the adoption of the 800V platform, creating dual growth momentum [2]

Core Viewpoint - Jinli Permanent Magnet's stock price has experienced fluctuations, with a year-to-date increase of 103.80%, but a recent decline in the last 20 days by 23.31% [1] Group 1: Stock Performance - As of November 10, Jinli Permanent Magnet's stock price was 35.83 CNY per share, with a market capitalization of 49.287 billion CNY [1] - The stock has seen a trading volume of 8.07 billion CNY, with a turnover rate of 1.96% [1] - Year-to-date, the stock has risen by 103.80%, but has decreased by 1.21% in the last 5 trading days and 23.31% in the last 20 trading days [1] Group 2: Financial Performance - For the period from January to September 2025, Jinli Permanent Magnet reported revenue of 5.373 billion CNY, representing a year-on-year growth of 7.16% [2] - The net profit attributable to shareholders for the same period was 515 million CNY, showing a significant year-on-year increase of 161.81% [2] Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Jinli Permanent Magnet increased to 134,000, a rise of 35.31% compared to the previous period [2] - The company has distributed a total of 1.471 billion CNY in dividends since its A-share listing, with 1.084 billion CNY distributed in the last three years [3] - The largest shareholder among the top ten circulating shareholders is Hong Kong Central Clearing Limited, holding 47.706 million shares, an increase of 41.402 million shares from the previous period [3]

Core Viewpoint - The company JLMAG is focusing on expanding its production capacity and enhancing its technological capabilities to meet the growing demand for high-performance permanent magnets in various industries [1] Group 1: Company Overview - JLMAG is a leading manufacturer of high-performance permanent magnets, primarily serving the electric vehicle and renewable energy sectors [1] - The company has reported a significant increase in revenue, with a year-on-year growth of 30% in the last fiscal year, reaching a total revenue of 1.3 billion [1] Group 2: Industry Trends - The demand for permanent magnets is expected to rise due to the increasing adoption of electric vehicles and advancements in renewable energy technologies [1] - The global market for permanent magnets is projected to grow at a compound annual growth rate (CAGR) of 8% over the next five years, driven by technological innovations and expanding applications [1] Group 3: Financial Performance - JLMAG's net profit margin improved to 15%, reflecting effective cost management and operational efficiencies [1] - The company has invested 200 million in R&D to enhance its product offerings and maintain competitive advantages in the market [1]