Group 1 - Allianz SE reduced its stake in Jinli Permanent Magnet (300748) 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]

Group 1 - The stock of Jinli Permanent Magnet (06680.HK) increased by nearly 5%, reaching a price of 23.64 HKD as of the report time [1] - The trading volume for Jinli Permanent Magnet was 335 million HKD [1]

Company Summary - Jinli Permanent Magnet (金力永磁) shares increased by nearly 5%, reaching HKD 23.64 with a trading volume of HKD 335 million [1] - The company announced an earnings upgrade, projecting a net profit attributable to shareholders of between RMB 660 million and RMB 760 million for the year 2025, representing a year-on-year growth of 127% to 161% [1] - Jinli's product output and sales have reached historical highs, reinforcing its position as a leader in the global rare earth permanent magnet industry [1] - The company has commenced small-scale deliveries of products in the fields of robotic motor rotors and magnetic materials, as well as low-altitude flying vehicles for the 2025 fiscal year [1] Industry Insights - CITIC Securities recently reported that the strategic importance of global rare earth resources continues to rise, marking the entry of the rare earth industry into a new era of high-quality development [1] - On the supply side, quota controls and regulatory policies are expected to strengthen, leading to a rigid supply logic [1] - On the demand side, emerging sectors such as electric vehicles, humanoid robots, and the low-altitude economy are anticipated to drive long-term high growth in demand [1] - The firm forecasts that starting in 2026, the global supply-demand gap for rare earths may continue to widen, with rare earth prices expected to remain stable or increase, enhancing the profitability of the industry chain [1]

Core Viewpoint - Jinko Solar (06680) shares rose nearly 5%, reaching HKD 23.64 with a trading volume of HKD 335 million, following the announcement of a profit upgrade for 2025, projecting a net profit of RMB 660 million to RMB 760 million, representing a year-on-year increase of 127% to 161% [1][1][1] Company Summary - Jinko Solar reported record high production and sales volumes, reinforcing its position as a leader in the global rare earth permanent magnet industry [1][1] - The company has commenced small batch deliveries of its robotic motor rotors and magnetic materials, as well as products for the low-altitude aircraft sector for the 2025 fiscal year [1][1] Industry Summary - CITIC Securities highlighted the strategic importance of global rare earth resources, indicating that the rare earth industry is entering a new era of high-quality development [1][1] - On the supply side, quota controls and regulatory policies are expected to strengthen, while on the demand side, emerging sectors such as electric vehicles, humanoid robots, and the low-altitude economy are anticipated to drive long-term high growth in demand [1][1] - The firm forecasts that starting in 2026, the global supply-demand gap for rare earths may continue to widen, with prices expected to stabilize and improve, leading to sustained profitability in the industry chain [1][1]

Group 1 - Morgan Stanley increased its stake in Jinli Permanent Magnet (300748) (06680) by 403,576 shares at a price of HKD 21.4914 per share, totaling approximately HKD 8.6734 million [1] - After the increase, the total number of shares held by Morgan Stanley is approximately 12,014,400, representing a holding percentage of 5.11% [1]

香港联交所最新资料显示，1月15日，摩根大通增持金力永磁(06680)40.3576万股，每股作价21.4914港 元，总金额约为867.34万港元。增持后最新持股数目约为1201.44万股，最新持股比例为5.11%。 ...

Core Viewpoint - The report highlights the current premium rates of AH shares, with Northeast Electric, Zhejiang Shibao, and Junda Co. leading in premium rates, while CATL, Hengrui Medicine, and China Merchants Bank are at the bottom of the list [1][2]. Premium Rate Rankings - Northeast Electric (00042) has a premium rate of 815.25%, followed by Zhejiang Shibao (01057) at 378.67% and Junda Co. (02865) at 342.63% [2]. - The lowest premium rates are recorded for CATL (03750) at -13.79%, Hengrui Medicine (01276) at -2.52%, and China Merchants Bank (03968) at -2.22% [1][2]. Deviation Values - Junda Co. (02865) has the highest deviation value at 104.89%, followed by Goldwind Technology (02208) at 23.62% and Guanghetong (00638) at 20.17% [1][2]. - The lowest deviation values are for Northeast Electric (00042) at -35.64%, Chenming Paper (01812) at -16.87%, and China Life (02628) at -15.34% [1][4]. Additional Insights - The report includes a detailed table of the top ten and bottom ten AH stocks based on premium rates and deviation values, providing a comprehensive overview of the current market situation [2][3][4].

Core Viewpoint - The company, Jinli Permanent Magnet, announced its intention to leverage professional investment institutions' resources and capabilities to identify high-quality project resources that align with its development strategy, thereby enhancing its overall competitiveness [1]. Group 1: Investment Details - The company and its wholly-owned subsidiary, Jinli Permanent Magnet (Ningbo) Investment Co., Ltd., plan to invest up to 150 million RMB to establish the Jiaxing Jinci Equity Investment Partnership (Limited Partnership) [1]. - The company will contribute no more than 30 million RMB, while Jinli Ningbo Investment will contribute no more than 120 million RMB [1]. - As of January 19, 2026, the partnership has completed its business registration and obtained a business license from the Administrative Approval Bureau of Nanhu District, Jiaxing City [1].

金力永磁（300748）(06680)发布公告，公司为借助专业投资机构的专业资源和投资能力，积极发掘符 合公司发展战略的优质项目资源，落实公司发展战略，增强公司综合竞争力。公司及全资子公司金力永 磁(宁波)投资有限公司(简称"金力宁波投资")拟以自有资金合计不超过1.5亿元人民币参与设立嘉兴金磁 股权投资合伙企业(有限合伙)。公司及全资子公司金力宁波投资与建银创信投资基金管理(北京)有限公 司签署了《嘉兴金磁股权投资合伙企业(有限合伙)有限合伙协议》，其中公司认缴出资不超过3000万元 人民币，金力宁波投资认缴出资不超过1.2亿元人民币。2026年1月19日，公司收到通知，上述合伙企业 工商登记手续已完成办理，并取得了嘉兴市南湖区行政审批局颁发的《营业执照》。 ...

智通财经APP讯，金力永磁(06680)发布公告，公司为借助专业投资机构的专业资源和投资能力，积极发 掘符合公司发展战略的优质项目资源，落实公司发展战略，增强公司综合竞争力。公司及全资子公司金 力永磁(宁波)投资有限公司(简称"金力宁波投资")拟以自有资金合计不超过1.5亿元人民币参与设立嘉兴 金磁股权投资合伙企业(有限合伙)。公司及全资子公司金力宁波投资与建银创信投资基金管理(北京)有 限公司签署了《嘉兴金磁股权投资合伙企业(有限合伙)有限合伙协议》，其中公司认缴出资不超过3000 万元人民币，金力宁波投资认缴出资不超过1.2亿元人民币。2026年1月19日，公司收到通知，上述合伙 企业工商登记手续已完成办理，并取得了嘉兴市南湖区行政审批局颁发的《营业执照》。 ...