Core Viewpoint - Jinli Permanent Magnet is experiencing significant growth in its performance, with a projected net profit increase of 151% to 180% year-on-year for the first half of 2025, indicating a strong recovery after a brief adjustment period in 2023-2024 [1][2]. Financial Performance - The company expects a net profit of 300 million to 335 million yuan for the first half of 2025, compared to a net profit of 29.1 million yuan in 2024, which represents a decrease of 48.37% [2]. - In Q1 2025, Jinli Permanent Magnet reported a revenue of 1.754 billion yuan, a year-on-year increase of 14.19%, and a net profit of 161 million yuan, up 57.85% [2][5]. - The projected non-net profit for the first half of 2025 is between 230 million and 265 million yuan, reflecting a substantial growth of 576% to 679% [1][2]. Research and Development - Over the five years from 2020 to 2024, the company invested a total of 1.275 billion yuan in R&D, reinforcing its core technological advantages [1][5]. - The annual R&D investments were 103 million yuan, 160 million yuan, 337 million yuan, 354 million yuan, and 321 million yuan respectively [5]. Market Position and Applications - Jinli Permanent Magnet specializes in high-performance neodymium-iron-boron permanent magnetic materials, which are widely used in sectors such as new energy vehicles, wind power generation, and industrial robotics [2][3]. - The company has established long-term partnerships with leading enterprises in various fields, including being a primary supplier for Tesla and collaborating with Huawei on humanoid robot servo motors [4][5]. Production Capacity and Expansion - As of the end of 2024, the company had a production capacity of 38,000 tons per year for high-performance rare earth permanent magnetic materials [5]. - A new project to build a green manufacturing facility with an annual capacity of 20,000 tons is underway, aiming to reach a total capacity of 60,000 tons by 2027 [5]. - The utilization rate of newly built production capacity exceeded 90% in Q1 2025, with significant increases in production and sales volumes compared to the previous year [5]. Asset Growth - The total assets of Jinli Permanent Magnet increased from 3.52 billion yuan in 2020 to 12.3 billion yuan in 2024, marking a growth of 249.43% [5]. - As of the end of Q1 2025, the total assets reached 13.78 billion yuan, representing an 18.79% year-on-year increase and setting a new historical high [5].

Group 1 - The company expects to achieve revenue of approximately 3.5 billion yuan in the first half of 2025, representing a year-on-year increase of 4% to 5% [1] - The projected net profit attributable to shareholders is between 300 million to 335 million yuan, reflecting a year-on-year increase of 151% to 180% [1] - The company focuses on the new energy and energy-saving environmental protection sectors, with key applications in electric vehicles, variable frequency air conditioning, wind power, robotics, and industrial servo motors [1] Group 2 - The revenue contribution from the three main sectors—electric vehicles, variable frequency air conditioning, and wind power—is expected to account for approximately 79.1% of total revenue in 2024 [1] - The electric vehicle sector is projected to contribute about 49.0% of revenue, while variable frequency air conditioning and wind power are expected to contribute approximately 22.8% and 7.3%, respectively [1] - In the first half of 2025, China's electric vehicle production is expected to grow by approximately 36.2%, with air conditioning production increasing by about 5.9%, and wind power new installed capacity rising by around 134% [1] Group 3 - In the first half of 2025, rare earth raw material prices have significantly increased, with the price of praseodymium-neodymium oxide reaching 466,400 yuan per ton, reflecting a year-on-year increase of 17.2% [2] - The implementation of export controls on seven types of medium and heavy rare earths by China in April 2025 is expected to strengthen supply rigidity and lead to a revaluation of strategic metals [2] - The company forecasts earnings per share (EPS) of 0.47, 0.59, and 0.72 yuan for the years 2025 to 2027, with price-to-book (PB) ratios of 4.5, 4.1, and 3.6, respectively [2]

证券代码：300748 证券简称：金力永磁 公告编号：2025-043 江西金力永磁科技股份有限公司 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 一、本期业绩预计情况 项 目 本报告期（2025 年 1 月-6 月） 上年同期 归属于上市公司 盈利：30,000.00 万元～ 33,500.00 万元 盈利：11,967.72 万元 股东的净利润 比上年同期增长：151%～180% 归属于上市公司 盈利：23,000.00 万元～ 26,500.00 万元 股东的扣除非经 盈利：3,400.46 万元 常性损益后的净 比上年同期增长：576%～679% 利润 注：本公告中"万元"均指人民币万元 二、与会计师事务所沟通情况 董事会 四、其他相关说明 谨慎决策，注意投资风险。 特此公告 江西金力永磁科技股份有限公司 本次业绩预告相关数据是公司财务部门初步测算的结果，未经审计机构审计。 三、业绩变动原因说明 争加剧的压力下，通过技术创新、组织优化、精益管理等措施保持了稳健发展。 公司持续聚焦新能源和节能环保领域，专注于新能源汽车及汽车零部件、节能变 频空调、风力 ...

金力永磁：预计2025年上半年净利润同比增长151%~180% 金十数据7月15日讯，金力永磁公告，2025年1月1日至2025年6月30日，预计归属于上市公司股东的净利 润为3亿元~3.35亿元，比上年同期增长151%~180%。预计归属于上市公司股东的扣除非经常性损益后的 净利润为2.3亿元~2.65亿元，比上年同期增长576%~679%。 ...

JL MAG Rare-Earth Co., Ltd. 2025 Semi-Annual Performance Forecast [Performance Forecast Overview](index=1&type=section&id=I.%20Current%20Period%20Performance%20Estimates) The company anticipates a significant year-over-year increase in its 2025 first-half performance, with net profit attributable to shareholders projected to grow by 151% to 180% Key Performance Indicators for 2025 Semi-Annual Performance Forecast | Item | Current Period (Jan-Jun 2025) | Prior Period (million yuan) | Year-over-Year Growth | | :--- | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders** | Profit: 300.00 million - 335.00 million yuan | Profit: 119.68 million yuan | 151%～180% | | **Net Profit Excluding Non-Recurring Gains/Losses** | Profit: 230.00 million - 265.00 million yuan | Profit: 34.00 million yuan | 576%～679% | [Analysis of Performance Drivers](index=1&type=section&id=III.%20Explanation%20of%20Performance%20Changes) The company achieved steady revenue growth and significant profit increase by expanding markets, innovating technology, and optimizing management, particularly in new energy and emerging sectors - The company maintains steady development in core areas like new energy vehicles, energy-efficient air conditioners, and wind power through technological innovation and lean management, while actively expanding into emerging fields such as embodied AI robots and low-altitude aircraft, with small-batch deliveries already achieved[5](index=5&type=chunk) Estimated Operating Revenue for H1 2025 | Metric | Amount (billion yuan) | Year-over-Year Growth | | :--- | :--- | :--- | | Operating Revenue | Approximately 3.5 billion yuan | 4%～5% | - Non-recurring gains and losses (after tax) for the current period are estimated at approximately **70.00 million yuan**, a decrease from **85.67 million yuan** in the prior period[6](index=6&type=chunk) [Other Notes and Risk Warning](index=1&type=section&id=II.%20Communication%20with%20Accounting%20Firm) The company emphasizes that this performance forecast is a preliminary estimate by the finance department, unaudited, and advises investors to consider investment risks - The performance forecast data represents preliminary estimates by the company's finance department, is unaudited, and final figures will be subject to the 2025 semi-annual report[4](index=4&type=chunk)[7](index=7&type=chunk)

Core Viewpoint - The rare earth sector is experiencing positive developments, with multiple companies reporting strong performance in their half-year earnings forecasts, driven by price increases and improved production management [1][2]. Group 1: Company Performance - Several rare earth companies, including Shenghe Resources, Ningbo Yunsheng, Huahong Technology, and Northern Rare Earth, have reported impressive half-year earnings forecasts, with net profit growth exceeding 120% [1]. - Huahong Technology leads with a projected net profit growth rate of 3047.48% to 3721.94%, followed by Northern Rare Earth with a growth rate of 1882.54% to 2014.71% [1]. - Shenghe Resources anticipates a net profit of 305 million to 385 million yuan for the first half of 2025, marking a turnaround from losses due to favorable market conditions [2]. - Ningbo Yunsheng expects a net profit of 80 million to 120 million yuan, representing a growth of 100.62% to 200.94% compared to the previous year [2]. Group 2: Price Adjustments - Northern Rare Earth and Baotou Steel announced an increase in the trading price of rare earth concentrates to 19,109 yuan per ton for the third quarter of 2025, reflecting a 1.5% increase from the previous quarter [3]. - The price of rare earth concentrates has risen from 16,792 yuan per ton in the second quarter of 2024 to the current price, indicating a sustained upward trend over the past year [3]. Group 3: Demand and Market Outlook - The demand for rare earth materials is expected to grow due to increasing applications in electric vehicles, wind power, and consumer electronics, with projected global demand for praseodymium and neodymium oxide reaching 117,000 tons in 2025 [4]. - The supply side is constrained by environmental regulations and industry consolidation, which supports the upward trend in rare earth prices [4]. - Recent policies are creating a favorable environment for the rare earth industry, with analysts recommending investment in leading companies with resource and technological advantages [4].

本员工持股计划的股票来源为公司回购专用证券账户已回购的公司 A 股普 通股股票。 公司于 2023 年 10 月 30 日召开第三届董事会第二十三次会议及第三届监事 会第二十次会议，审议通过《关于<回购公司股份方案>的议案》，同意公司使用 自有资金通过集中竞价交易方式回购公司发行的人民币普通股（A 股）股票，在 未来适宜时机用于股权激励或员工持股计划。截至 2023 年 12 月 22 日，公司以 集中竞价交易方式累计回购本公司股份 8,015,784 股，占公司现有总股本（未扣 除回购专用账户中的股份）约 0.58%，回购股份最高成交价 20.55 元/股，最低成 交价 19.22 元/股，成交总金额 159,983,171.22 元（不含交易费用），公司本次回 证券代码：300748 证券简称：金力永磁 公告编号：2025-042 江西金力永磁科技股份有限公司 关于公司 2025 年 A 股员工持股计划非交易过户完成 暨回购股份处理完成的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有 虚假记载、误导性陈述或重大遗漏。 江西金力永磁科技股份有限公司（以下简称"公司"）于 2025 年 ...

证券代码：300748 证券简称：金力永磁 公告编号：2025-041 江西金力永磁科技股份有限公司 2025 年 A 股员工持股计划第一次持有人会议决议公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有 虚假记载、误导性陈述或重大遗漏。 江西金力永磁科技股份有限公司（以下简称"公司"）2025 年 A 股员工持 股计划第一次持有人会议于 2025 年 7 月 14 日（星期一）以通讯表决方式召开。 会议由董事会秘书赖训珑先生召集并主持，会议应出席持有人 470 名，实际出席 持有人 470 名，代表公司 2025 年 A 股员工持股计划份额 84,566,521.20 份，占公 司 2025 年 A 股员工持股计划总份额的 100%。本次会议的召开和表决程序符合 公司《2025 年 A 股员工持股计划（草案）》和《2025 年 A 股员工持股计划管理 办法》的有关规定。 根据《2025 年 A 股员工持股计划（草案）》和《2025 年 A 股员工持股计划 管理办法》的规定，公司董事（不含独立董事）、监事、高级管理人员作为本员 工持股计划持有人，自愿放弃其在持有人会议的提案权、表决权，并已承 ...

Market Performance - Today, Hong Kong stocks showed significant movements with various companies experiencing notable gains, including Now Medical Technology (02225) which rose over 5% after a partnership with David Medical to develop "Minimally Invasive 5.0" technology [1] - Semiconductor stocks also saw an uptick, with Huahong Semiconductor (01347) increasing by 4.12%, and SMIC (01347) rising by 3.11% [1][2] - Hong Kong Travel (00308) surged over 14%, doubling its stock price in less than a month, driven by speculation in the tourism industry [1] - Meituan-W (03690) rose over 3% as it led an investment in Star Sea Map, furthering its focus on embodied intelligence [1] - The insurance sector saw broad gains, with China Pacific Insurance (02601) up 4.88% and China Life Insurance (02318) increasing by 3.19% [1] Company-Specific Developments - Alibaba-W (09988) increased over 3%, although its investment in instant retail and delivery services may impact profitability, according to HSBC [2] - Qian Shi International (00381) skyrocketed by over 55% due to a proposed digital economy collaboration involving a stablecoin mechanism [2] - Stablecoin-related stocks rose, with Guotai Junan International (01788) up 9.13% and China Everbright Holdings (00165) increasing by 4.83% [2] - Yadi Holdings (01585) gained over 4% following the announcement of a new electric vehicle replacement program [3] - WuXi AppTec (02359) opened nearly 5% higher after announcing expected revenue exceeding 20 billion yuan and a projected doubling of net profit [3] Industry Trends - The electric vehicle sector is expected to see growth due to a new replacement program, which could accelerate industry expansion [3] - The rare earth sector is also experiencing upward momentum, with Jinli Permanent Magnet (06680) rising over 5% after major players announced price increases [3] - The biotechnology sector is witnessing positive developments, with Xiansheng Pharmaceutical (02096) gaining over 3% after a collaboration with Conade Biopharmaceuticals [2][3]

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年6月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 江西金力永磁科技股份有限公司 呈交日期: 2025年7月7日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 06680 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 200,745,600 | RMB | | 1 | RMB | | 200,745,600 | | 增加 / 減少 (-) | | | 0 | | | | RMB | | 0 | | 本月底結存 | | | 200,745,600 | RMB | | | 1 RMB | | 200,745,600 | | 2. 股份分類 | ...