智通财经APP获悉，香港联交所最新资料显示，1月28日，摩根大通增持金力永磁(06680)126.4396万 股，每股作价22.5441港元，总金额约为2850.47万港元。增持后最新持股数目约为1471.3万股，最新持 股比例为6.26%。 ...

Ac t i o n | 29 Jan 2026 12:25:37 ET │ 18 pages JL MAG (300748.SZ/6680.HK) Rerating on Rare Earth Upcycle and Improving Long-term Demand Visibility; Upgrade JL Mag-A to Buy CITI'S TAKE We upgrade JL Mag-A to Buy (from Neutral) and raise our target price to Rmb48/Hkd35 for A/H shares, applying 38.2x P/E for A-sh and 25.9x for H- sh, historical averages since listed. We believe the company is entering a more favorable earnings phase driven by the upcycle in rare-earth prices, stable export operations, and imp ...

Group 1 - Lee & Man Paper Manufacturing (02314) rose nearly 6% after Nine Dragons Paper announced a profit forecast of approximately 2.15 billion to 2.25 billion yuan for the six months ending December 31, 2025, representing a year-on-year increase of 216.0% to 230.7% [1] - New Oriental Education (09901) increased nearly 4% following the release of its financial results for the second quarter of fiscal year 2026, showing a 14.7% year-on-year increase in net revenue and a 244.4% rise in operating profit [1] - Jolywood (06680) surged nearly 7% as rare earth prices continued to rise, with neodymium and praseodymium oxide prices increasing by over 120,000 yuan per ton [1] Group 2 - Chinese property management stocks saw a significant rise, with Sunac Services (01516) up 5.67% and Greentown Services (02869) up 5.81%, as a report predicted an average revenue growth of 6% for property management companies by 2025 [2] - Valiant Pharmaceuticals (09887) gained nearly 4% after receiving FDA fast track designation for its dual-specific antibody LBL-034 for treating relapsed/refractory multiple myeloma [2] - The commercial aerospace sector showed signs of recovery, with Junda Co. (02865) rising 12.1% as the China Aerospace Science and Technology Corporation emphasized the importance of the next decade for developing a strong aerospace industry [2] Group 3 - Aigo Group (00328) experienced a dramatic drop, falling over 88% at one point, with a total market value dropping below 35 million HKD [3] - China Overseas Development (00688) rose over 4.2% as Citigroup's report indicated that the Chinese real estate sector would face significant impairment and margin decline challenges in fiscal year 2025 [3] - Yuegangwan Holdings (01396) increased by 8% after announcing a share placement to raise 108 million yuan, with about 70% allocated for AI computing power cloud service projects [3] Group 4 - Junda Co. (02865) saw a rise of 11.99% as the China Aerospace Science and Technology Corporation held a meeting emphasizing the need to overcome challenges in commercial rocket launches and reusable technology [4] Group 5 - In the US market, New Oriental (EDU.US) rose 5.32% after reporting a net revenue of 1.191 billion USD for the second quarter of fiscal year 2026, a 14.7% year-on-year increase [5][6] - Semiconductor equipment and materials sector saw gains, with Texas Instruments (TXN.US) up 9.94% as it projected first-quarter revenue between 4.32 billion and 4.68 billion USD, slightly above analyst expectations [5] - Storage sector stocks surged, with Seagate Technology (STX.US) up 19.14% as it projected third-quarter revenue of 2.9 billion USD, significantly higher than analyst estimates [5]

Core Viewpoint - The stock of JINLI Permanent Magnet (06680) has seen a significant increase, rising by 4.29% to HKD 23.8, with a trading volume of HKD 203 million, driven by rising rare earth prices and positive profit forecasts for 2025 [1][1]. Group 1: Rare Earth Prices - Since January, rare earth prices have been on the rise, with notable increases in yttrium oxide, praseodymium oxide, and neodymium oxide, where both praseodymium and neodymium prices have increased by over HKD 120,000 per ton [1]. - As of January 28, the average price of yttrium oxide was HKD 77,000 per ton, up 33.46% from the end of last year; neodymium oxide averaged HKD 732,500 per ton, up 20.08%; and praseodymium oxide averaged HKD 733,300 per ton, up 19.92% [1][1][1]. Group 2: Company Performance - JINLI Permanent Magnet has issued a profit warning, projecting a net profit attributable to shareholders for the full year 2025 to be between HKD 660 million and HKD 760 million, representing a year-on-year growth of 127% to 161% [1][1]. - The company has reported record high production and sales volumes, further solidifying its position as a leader in the global rare earth permanent magnet industry [1]. - For the fiscal year 2025, the company has already made small batch deliveries of products related to robotic motor rotors and magnetic materials, as well as products in the low-altitude aircraft sector [1].

每经AI快讯，金力永磁(06680.HK)涨超4%，截至发稿，涨4.29%，报23.8港元，成交额2.03亿港元。 ...

Core Viewpoint - The stock of Jinli Permanent Magnet (金力永磁) has increased by over 4%, reaching HKD 23.8, driven by rising rare earth prices and positive profit forecasts for 2025 [1] Group 1: Rare Earth Prices - Since January, rare earth prices have been on the rise, with significant increases in prices for yttrium oxide, praseodymium oxide, and neodymium oxide [1] - As of January 28, the average price of yttrium oxide was HKD 77,000 per ton, up 33.46% from the end of last year [1] - The average price of neodymium oxide reached HKD 732,500 per ton, reflecting a 20.08% increase year-on-year [1] - The average price of praseodymium oxide was HKD 733,300 per ton, showing a cumulative increase of 19.92% compared to the end of last year [1] Group 2: Company Performance - Jinli Permanent Magnet has issued a profit warning, projecting a net profit attributable to shareholders of between HKD 660 million and HKD 760 million for the full year of 2025, representing a growth of 127% to 161% year-on-year [1] - The company reported record high production and sales volumes, further solidifying its position as a leader in the global rare earth permanent magnet industry [1] - For the 2025 fiscal year, the company has already made small batch deliveries of products related to robotic motor rotors and magnetic materials, as well as products in the low-altitude aircraft sector [1]

Group 1 - The core viewpoint of the article highlights the significant rise in rare earth prices since January, particularly for yttrium oxide, praseodymium oxide, and neodymium oxide, with notable increases in their prices [1] - As of January 28, the average price of yttrium oxide reached 77,000 CNY per ton, marking a 33.46% increase compared to the end of last year; neodymium oxide averaged 732,500 CNY per ton, up 20.08%; and praseodymium oxide averaged 733,300 CNY per ton, with a cumulative increase of 19.92% [1] - Jinli Permanent Magnet (06680) saw its stock price rise over 4%, currently at 23.8 HKD, with a trading volume of 203 million HKD [1] Group 2 - Jinli Permanent Magnet has issued a profit warning, projecting a net profit attributable to shareholders of 660 million to 760 million CNY for the full year of 2025, representing a growth of 127% to 161% year-on-year [1] - The company reported record high production and sales volumes, further solidifying its position as a leader in the global rare earth permanent magnet industry [1] - For the fiscal year 2025, the company has already made small batch deliveries of its robotic motor rotors and magnetic materials, as well as products in the low-altitude aircraft sector [1]

Group 1 - Allianz SE reduced its stake in Jinli Permanent Magnet (06680) by 772,600 shares at an average price of HKD 22.4236 per share, totaling approximately HKD 17.3245 million [1] - After the reduction, Allianz SE's latest holding is 15.9 million shares, representing a stake of 6.77% [1]

Group 1 - Allianz SE reduced its stake in Jinli Permanent Magnet (06680.HK) by selling 772,600 shares at an average price of HKD 22.4236 per share, totaling approximately HKD 17.32 million [1] - Following the sale, Allianz SE's total shareholding decreased to 15.9 million shares, representing a reduction in ownership from 7.10% to 6.77% [1][2]

Group 1 - Allianz SE reduced its stake in Jinli Permanent Magnet (06680) by 772,600 shares at an average price of HKD 22.4236 per share, totaling approximately HKD 17.3245 million [1] - After the reduction, Allianz SE's latest holding is 15.9 million shares, representing a holding percentage of 6.77% [1]