证券日报网讯 1月8日，银河磁体在互动平台回答投资者提问时表示，按照相关要求，公司在定期报告 中公布股东人数。其余时间的股东人数，股东可凭有效股东身份证明到公司查询。 （文章来源：证券日报） ...

从资金流向上来看，当日金属新材料板块主力资金净流入8.89亿元，游资资金净流入1.56亿元，散户资金 净流出10.45亿元。金属新材料板块个股资金流向见下表： 证券之星消息，1月7日金属新材料板块较上一交易日上涨2.11%，惠同新材领涨。当日上证指数报收于 4085.77，上涨0.05%。深证成指报收于14030.56，上涨0.06%。金属新材料板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 920751 | 惠同新材 | 25.69 | 16.83% | 9.22万 | 2.36亿 | | 301141 | 中科磁业 | 58.47 | 7.13% | 12.15万 | 7.08亿 | | 696000 | 安泰科技 | 22.49 | 5.34% | 121.95万 | 27.24亿 | | 300127 | 银河磁体 | 33.22 | 5.09% | 24.23万 | 8.00亿 | | 603124 | 江南新材 | 91.10 | 5.04% | 3.38万 | ...

富国基金旗下的稀土ETF（159713）紧密跟踪中证稀土产业指数，主要投资于稀土产业链，着重配置稀 土资源开采、冶炼分离及下游高性能永磁材料制造等环节，帮助投资者抓住行业机遇。 1月7日，稀土板块延续涨势，稀土ETF（159713）迎来五连阳！盘中涨幅一度达到4.2%，截至发稿的最 新涨幅为2.75%；实现五连阳，期间累计涨幅超8.5%。由核心成分股强势领涨、供给端政策约束强化、 下游需求边际回暖三重利好因素共同驱动。 Wind数据显示，标的指数成分股中，九菱科技、格林美涨超9%，中稀有色、中科磁业、中国稀土、银 河磁体等强势跟涨。这些企业覆盖稀土开采、冶炼分离与磁材加工全链条，二级市场价格反映市场对产 业链利润重构的预期。 研究机构表示，供需结构优化及输出规则重定义推动稀土产业链价值重估。在供给端，行业整合加速叠 加《稀土管理条例出台》，稀土供给已进入加速优化；在需求端，新能源汽车、电力电网投资、机器人 等行业发展推动稀土需求持续增长；从政策端考虑，稀土行业已迎来"战略武器化"的产业链价值重估。 （文章来源：每日经济新闻） ...

Company Overview - Galaxy Magnetics Co., Ltd. is located in Chengdu, Sichuan Province, and was established on March 23, 2001. The company was listed on October 13, 2010. Its main business involves the research, production, and sales of samarium-cobalt magnets, hot-pressed neodymium-iron-boron magnets, and bonded neodymium-iron-boron rare earth magnetic components. The main business revenue composition is 100% from rare earth permanent magnets [1]. Stock Performance - As of December 31, Galaxy Magnetics' stock price decreased by 1.01%, trading at 30.40 yuan per share, with a transaction volume of 78.38 million yuan and a turnover rate of 1.11%. The total market capitalization is 9.824 billion yuan [1]. Shareholder Information - Among the top ten circulating shareholders of Galaxy Magnetics, a fund under Huatai-PineBridge Fund ranks first. The Rare Earth ETF (516780) entered the top ten circulating shareholders in the third quarter, holding 595,100 shares, which accounts for 0.26% of the circulating shares. The estimated floating loss today is approximately 184,500 yuan [2]. Fund Performance - The Rare Earth ETF (516780) was established on February 26, 2021, with a latest scale of 3.298 billion yuan. Year-to-date, it has achieved a return of 78.35%, ranking 152 out of 4,189 in its category. Over the past year, the return is 72.52%, ranking 156 out of 4,188. Since its inception, the return is 76.14% [2].

银河磁体公告称，公司拟发股及现金支付，向14名交易对方购买四川京都龙泰科技有限公司100%股 权，并拟募资。交易预计不构成关联交易、重大资产重组及重组上市。公司证券自2025年9月15日开市 起停牌，9月29日开市起复牌。截至公告披露日，相关审计、评估等工作尚在推进，交易相关方需进一 步磋商。交易尚需董事会、股东会审议及监管机构批准，存在不确定性。 ...

证券代码：300127 证券简称：银河磁体 公告编号：2025-047 成都银河磁体股份有限公司 关于发行股份及支付现金购买资产并募集配套资金事项的进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重 大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要风险提示： 成都银河磁体股份有限公司（以下简称"上市公司"或"公司"）于2025年9月27 日披露了《成都银河磁体股份有限公司发行股份及支付现金购买资产并募集配套资金预 案》（以下简称"重组预案"）及其摘要，并对本次交易涉及的有关风险因素及尚需履 行的审批程序进行了详细说明，提请广大投资者关注后续进展公告并注意投资风险。 截至本公告披露日，本次交易相关审计、评估等工作尚在推进中，本次交易相关方 尚需就交易方案进行进一步磋商，仍然存在不确定性。除重组预案中披露的有关风险因 素外，公司尚未发现可能导致公司董事会或者交易对方撤销、中止本次交易或者对本次 交易方案作出实质性变更的相关事项。公司将根据相关事项的进展情况及时履行信息披 露义务。 停牌期间，公司根据相关规定及时履行信息披露义务，于2025年9月20日在巨潮资讯网 （w ...

银河磁体公告，公司董事何金洲于2025年11月19日至2025年12月16日期间，通过集中竞价交易方式减持 公司股份46万股，占总股本的0.1424%，减持均价为30.69元/股。本次减持后，何金洲持有公司股份 145.15万股，占总股本的0.44917%，其中无限售条件股份17866股，占总股本的0.00553%。 ...

成都银河磁体股份有限公司 关于公司董事减持股份计划实施完成的公告 本公司董事何金洲先生保证向本公司提供的信息真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 成都银河磁体股份有限公司（以下简称"公司"或"银河磁体"）于2025年8月29日披 露了《关于公司董事减持股份预披露公告》，董事何金洲先生计划自本公告发布之日起15 个交易日后的三个月内以集中竞价交易方式减持公司股份不超过46万股，即不超过公司总 股本的0.1424%。 公司于近日收到了何金洲先生出具的《关于股份减持计划实施完成的告知函》，截 至2025年12月16日，何金洲先生本次已减持股份460,000股，本次减持计划实施完成。现 将情况公告如下： 一、本次减持情况 1、减持情况 | 股东名称 | 减持方式 | 减持期间 | 减持均价 | 减持股数 | 占总股本的比 | | --- | --- | --- | --- | --- | --- | | | | | （元/股） | （股） | 例 | | 何金洲 | 集中竞价 | 2025年11月19日至 | 30.69 | 46 ...

Core Insights - The core competitive advantage in the high-end rare earth permanent magnet sector is reflected in technological breakthroughs and profitability [1][2] - Galaxy Magnetics has achieved a gross margin of 37.9% for its core products, significantly outperforming peers like Jinli Permanent Magnet and Zhongke Sanhuan, which have around 12% gross margins [1] - The company has successfully broken Japan's long-standing monopoly in the hot-pressed NdFeB sector, becoming the only domestic enterprise capable of mass production [1] Company Performance - Galaxy Magnetics has established a production line with an annual capacity of 300 tons, with plans to expand to 500 tons, showcasing significant advantages in thermal stability, corrosion resistance, and raw material utilization [1] - The company has received recognition from international giants and is penetrating high-end markets such as automotive motors and robotics [1] Technological Advancements - Continuous technological iterations are strengthening the company's competitive moat, with the acquisition of patents related to high magnetic energy density hot-pressed magnets expected by 2025 [2] - Innovations in material formulations and the breakthrough of non-dysprosium magnets are enhancing product performance while reducing costs [2] - The company maintains a leading position in the global bonded NdFeB sector, with production yield rates for ultra-thin magnetic sheets significantly exceeding industry averages [2] Profitability and Market Position - The company's gross margin of 37.9% is well above the industry average, demonstrating resilience against fluctuations in rare earth prices and increasing competition [2] - The stable profitability is attributed to technological pricing power, a solid partnership with international clients, and cost optimization through self-developed equipment and automation upgrades [2] - Galaxy Magnetics is recognized as a single champion by the Ministry of Industry and Information Technology, positioning itself to lead the high-end development direction of the global rare earth permanent magnet industry [2]

Investment Rating - The industry rating is "Recommended" [3] Core Views - Short-term lithium prices are expected to remain volatile, with a positive outlook on antimony, cobalt, tungsten, and tin due to a reassessment of strategic metal values [1][2][7] - Supply concerns in the nickel market are supported by the lack of new approvals from Indonesia's RKAB, which may lead to price stabilization [1][28] - The cobalt market is expected to see continued price increases due to structural supply tightness, with Congo's export regulations impacting availability [2][5][16] - Antimony prices are anticipated to converge towards higher overseas prices due to export controls and tight domestic supply [6][17] - The lithium market is experiencing a strong demand backdrop, with expectations of continued inventory depletion supporting prices [7][17] - The rare earth market is tightening due to Vietnam's export ban, which is expected to support prices [9][18] - Tin prices are supported by ongoing supply concerns from overseas sources, particularly from Myanmar and Congo [11][20] - Tungsten prices are expected to remain supported due to supply constraints and regulatory controls [12][21] - The uranium market is facing supply tightness, which is likely to support prices amid geopolitical uncertainties [14][22] Summary by Sections Nickel and Cobalt Industry Update - Nickel prices are under pressure due to stable demand but cautious purchasing from smelters, with LME nickel closing at $14,420 per ton, down 2.04% [1][28] - Cobalt prices are expected to rise further, with Congo's export regulations causing supply constraints [2][5][16] Antimony Industry Update - Domestic antimony prices are lower compared to international prices, but supply tightness is expected to support future price increases [6][17] Lithium Industry Update - Lithium carbonate prices have increased, with a strong demand outlook from the electric vehicle sector [7][17] Rare Earth Industry Update - Vietnam's recent export ban on rare earths is expected to tighten global supply and support prices [9][18] Tin Industry Update - Tin prices are supported by supply concerns from Myanmar and Congo, with LME tin prices rising to $41,905 per ton [11][20] Tungsten Industry Update - Tungsten prices are expected to remain high due to supply constraints and regulatory measures [12][21] Uranium Industry Update - The uranium market is facing supply tightness, with prices supported by geopolitical factors and production delays [14][22]