截至发稿，三花智控(02050.HK)涨7.29%、优必选(09880.HK)涨4.49%、金力永磁(06680.HK)涨2.67%、 速腾聚创(02498.HK)涨2.35%。 ...

香港联交所最新资料显示，9月22日，摩根大通增持金力永磁（300748）(06680)6.212万股，每股均价 22.471港元，总金额约为139.59万港元。增持后最新持股数目约为1141.19万股，最新持股比例为 5.01%。 ...

Financial Performance - In the first half of 2025, the company achieved operating revenue of 20.25 billion yuan, a year-on-year increase of 35.07% [2] - Main business revenue reached 3.226 billion yuan, with a year-on-year growth of 11.08% [2] - Net profit attributable to shareholders was 305 million yuan, reflecting a significant year-on-year increase of 154.81% [2] - Net profit excluding non-recurring gains and losses was 234 million yuan, up 588.18% year-on-year [2] Business Development - The company upgraded its R&D department to focus on the embodied robot motor rotor business, indicating a strategic shift towards high-performance neodymium-iron-boron materials [3] - Small batch deliveries of embodied robot motor rotors and magnetic materials were made in the first half of 2025, positioning this sector as a future growth point [3] Raw Material Procurement and Inventory - The company established large magnetic material factories in key production areas, with 70% of raw material procurement coming from strategic partnerships with major suppliers [4] - Raw material inventory reached 1.158 billion yuan, a 107.02% increase from the end of 2024 [4] Dividend Strategy - The company has consistently implemented cash dividends since its listing in 2018, with cumulative cash dividends exceeding 1.2 billion yuan, accounting for over 47% of the net profit attributable to shareholders [5] - For the first half of 2025, a cash dividend of 1.80 yuan per 10 shares is proposed, totaling approximately 247 million yuan, which represents 81% of the net profit for the period [5] Rare Earth Recycling Initiatives - The company holds a 51% stake in Yinhai New Materials, focusing on rare earth recycling, with an annual production capacity of 5,000 tons of rare earth products [6] - In the first half of 2025, Yinhai New Materials reported operating revenue of 78.89 million yuan and a net profit of 13.59 million yuan [7] Capacity Expansion - The company’s actual production capacity for magnetic materials in 2024 was 3.2 million tons, with plans for further expansion [8] - The "Annual Production of High-Performance Rare Earth Permanent Magnet Green Intelligent Manufacturing Project" is under construction, aiming for completion by 2027 [8]

Group 1 - The majority of robotics concept stocks have risen, with notable increases in companies such as Geek+ (02590) up 10.54% to HKD 29.16, Jinli Permanent Magnet (300748) up 6.29% to HKD 22.32, and Ubtech (09880) up 6.04% to HKD 144 [1] - Recent announcements regarding humanoid robots have been frequent, with the Minister of Industry and Information Technology stating that new sectors such as humanoid robots, brain-computer interfaces, and quantum information will be developed during the 14th Five-Year Plan [1] - The Ministry of Science and Technology is promoting the accelerated application of humanoid robots in various sectors including automotive manufacturing, logistics, and power inspection, laying a solid foundation for the development of a trillion-level industry [1] Group 2 - According to Dongfang Securities, there has been an increase in information regarding the mass production of humanoid robots since Q3 this year, with Tesla aiming to produce 100,000 units per month within the next five years and targeting a cumulative delivery of 1 million robots as a key incentive [1] - Domestic humanoid robot companies such as Ubtech, Zhiyuan, and Yushu have received orders worth hundreds of millions, with Zhiyuan and Tiantai Robotics also surpassing 10,000 units in shipments and orders [1] - The industry is currently at a turning point from initial development to mass production, with significant orders reflecting an accelerated rise in industry prosperity [1]

Group 1 - The Hang Seng Index rose by 0.43%, gaining 115 points to reach 26,633 points, while the Hang Seng Tech Index increased by 1.91% with a morning trading volume of HKD 175.8 billion [1] - Contemporary Amperex Technology Co., Limited (CATL) saw its stock price increase by over 5%, reaching a new high since its listing, with Credit Lyonnais raising its target price to HKD 670 [1] - JD Group's stock rose by over 6%, with plans to invest continuously over the next three years to develop a trillion-scale artificial intelligence ecosystem [1] Group 2 - Luoyang Molybdenum Co., Ltd. experienced a 13% increase, reaching a new high, amid supply disruptions in cobalt and copper, and announced a HKD 5 billion equity incentive plan [2] - Zijin Mining Group Co., Ltd. rose by over 6%, benefiting significantly from rising gold and copper prices, with its subsidiary expected to be the second-largest IPO globally this year [2] - Semiconductor stocks continued their upward trend, with Alibaba announcing an expansion in AI capital expenditure, and Goldman Sachs optimistic about long-term demand growth for Chinese AI chips; Hua Hong Semiconductor rose by over 6%, while SMIC increased by nearly 2% [2] Group 3 - China Everbright Holdings Co., Ltd. surged by over 21%, with a cumulative increase of 110% in stock price this year, focusing on key industries including artificial intelligence and semiconductors [3] Group 4 - Jinli Permanent Magnet Co., Ltd. rose by over 6%, with the robotics industry expected to see multiple catalysts, as the company has made early investments in the robotics sector [4] Group 5 - Shanghai Electric Group Co., Ltd. increased by over 6%, with new breakthroughs in the nuclear fusion sector and continued advancements in emerging industries [5] Group 6 - Chery Automobile Co., Ltd. saw its stock price rise by over 8% on its first day of listing [6] Group 7 - Changfei Optical Fiber and Cable Co., Ltd. fell by over 2%, as its former largest shareholder liquidated 23.73% of its shares within six months [7]

Group 1 - The core viewpoint of the article highlights the positive performance of Hong Kong's robotics concept stocks, with most showing significant gains on September 25 [1] Group 2 - Company "Geek+ (极智嘉-W)" saw an increase of 10.54%, reaching HKD 29.16 [1] - Company "Jinli Permanent Magnet (金力永磁)" rose by 6.29%, trading at HKD 22.32 [1] - Company "UBTECH Robotics (优必选)" experienced a 6.04% increase, with shares priced at HKD 144 [1] - Company "Yuejiang (越疆)" gained 4.52%, with a stock price of HKD 63.6 [1]

Group 1 - The majority of robotics concept stocks have risen, with notable increases in companies such as Geek+ (02590) up 10.54% to HKD 29.16, Jinli Permanent Magnet (06680) up 6.29% to HKD 22.32, and Ubtech (09880) up 6.04% to HKD 144 [1] - The Chinese Ministry of Industry and Information Technology has announced plans to develop humanoid robots, brain-computer interfaces, the metaverse, and quantum information during the 14th Five-Year Plan, establishing a growth mechanism for future industry investments [1] - The Ministry of Science and Technology is promoting the accelerated application of humanoid robots in sectors such as automotive manufacturing, logistics, and power inspection, laying a solid foundation for the development of a trillion-yuan industry [1] Group 2 - According to Dongfang Securities, there has been an increase in information regarding the mass production of humanoid robots since Q3 of this year, with Tesla aiming to produce 100,000 units per month within five years and targeting a cumulative delivery of 1 million robots as part of its incentive plan [1] - Domestic humanoid robot companies like Ubtech, Zhiyuan, and Yushun have received orders worth hundreds of millions, with Zhiyuan and Tiantai Robotics also surpassing 10,000 units in shipments and orders [1] - The industry is currently at a turning point from initial development to mass production, with significant orders reflecting an accelerated increase in industry prosperity [1]

金力永磁(06680)涨超7%，截至发稿，涨6.95%，报22.46港元，成交额1.24亿港元。 智通财经APP获悉，金力永磁(06680)涨超7%，截至发稿，涨6.95%，报22.46港元，成交额1.24亿港元。 消息面上，8月26日，此前经国务院常务会议审批通过的《关于深入实施"人工智能+"行动的意见》正式 印发。中信证券认为，具身智能机器人作为重要的新一代智能终端产品，在《关于深入实施"人工智能 +"行动的意见》印发后，有望在技术发展、配套基础设施、法规体系等多个层面将得到支持，行业进 入高质量发展快车道。重点推荐具身智能产业链具备高技术壁垒的细分龙头及新技术带来的潜在颠覆性 机遇，建议关注新进玩家带来的交易性机会。 近日，金力永磁在投资者互动平台表示，具身机器人解放人类生产力，是时代发展潮流，机器人领域有 望成为公司未来重要的业务增长点之一。公司已成立具身机器人电机转子事业部，2025年上半年具身机 器人电机转子及磁材产品均有小批量交付。金力永磁还表示，在产能建设方面，2024年度公司磁材实际 产能为3.2万吨，并于2024年底建成年产3.8万吨的磁材产能及先进的具身机器人电机转子生产线。另 外，公司 ...

格隆汇9月25日｜港股市场有色金属概念股全线上涨，其中，中国大冶有色金属涨超12%，洛阳钼业涨 超11%创历史新高，江西铜业股份涨近8%，金力永磁涨超5%，紫金矿业涨超4%，赣锋锂业涨超3%。 | 代码 | 名称 | 涨跌幅 √ | 最新价 | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | | 00661 | 中国大冶有色金属 | 12.50% | 0.063 | 11.27亿 | 31.25% | | 03993 | 洛阳铝业 | 11.01% | 13.910 | 2975.95 Z | 179.76% | | 00358 | 江西铜业股份 | 7.98% | 26.780 | 927.32 Z | 128.95% | | 06680 | 金力永磁 | 5.71% | 22.200 | 303.8亿 | 189.09% | | 02899 | 紫金矿业 | 4.59% | 31.000 | 8239.05亿 | 128.01% | | 01772 | 赣锋锂V | 3.35% | 38.860 | 799.4377 | 94.93% | | 09 ...

Core Viewpoint - The issuance of the "Opinions on Deepening the Implementation of 'Artificial Intelligence+' Action" is expected to support the development of embodied intelligent robots, leading to high-quality growth in the industry [1] Company Summary - Jinli Permanent Magnet (06680) saw a stock price increase of over 7%, reaching HKD 22.46 with a trading volume of HKD 124 million [1] - The company has established a division for embodied robot motor rotors, anticipating small batch deliveries of these products by the first half of 2025 [1] - Jinli Permanent Magnet plans to achieve a production capacity of 32,000 tons of magnetic materials in 2024, with a goal to expand to 38,000 tons by the end of 2024 [1] - The company is also progressing on its "20,000 tons high-performance rare earth permanent magnet materials green manufacturing project," aiming for a total capacity of 60,000 tons by 2027 [1] Industry Summary - The embodied intelligent robot sector is identified as a key area for future growth, with potential disruptive opportunities arising from new technologies [1] - The industry is expected to benefit from advancements in technology, supporting infrastructure, and regulatory frameworks following the recent government approval [1]