Core Viewpoint - On October 10, Galaxy Magnetics experienced a decline of 5.41%, with a stock price of 32.01 yuan per share, a trading volume of 536 million yuan, a turnover rate of 6.99%, and a total market capitalization of 10.344 billion yuan [1] Company Overview - Chengdu Galaxy Magnetics Co., Ltd. is located at No. 608, Baicao Road, West District, Chengdu High-tech Zone, 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 and parts. The main business revenue composition is 100.00% from rare earth permanent magnets [1] Shareholder Information - Among the top ten circulating shareholders of Galaxy Magnetics, one fund from Jiashi Fund ranks as a significant holder. The Jiashi CSI Rare Earth Industry ETF (516150) increased its holdings by 121,300 shares in the second quarter, bringing its total to 657,300 shares, which accounts for 0.28% of the circulating shares. The estimated floating loss today is approximately 1.2029 million yuan [2] Fund Performance - The Jiashi CSI Rare Earth Industry ETF (516150) was established on March 9, 2021, with a latest scale of 2.427 billion yuan. Year-to-date, it has achieved a return of 82.37%, ranking 83 out of 4220 in its category. Over the past year, the return is 93.31%, ranking 15 out of 3852. Since its inception, the return is 87.59% [2]

New Stock Offerings - The tender offer for Shangwei New Materials (688585) is open from September 29, 2025, to October 28, 2025[1] - Zitian Tui (300280) is in the delisting adjustment period with only 2 trading days remaining until the last trading day[1] Market Alerts - Kesi Technology (688788) and Pinming Technology (688109) have recent announcements but no specific details provided[1] - Magu Technology (688448) is experiencing severe abnormal fluctuations[1] Trading Updates - Multiple companies including Dongjing (002199) and Guosheng Jinkong (002670) have announcements dated October 9, 2025, indicating ongoing trading activities[1] - Companies like Hunan Yuneng (301358) and Wanrun New Energy (688275) have announcements from October 1, 2025, indicating recent trading updates[1] Financial Disclosures - Several companies have disclosed their financial information, with specific announcements linked to their respective stock codes[1] - The report includes links to detailed announcements for various companies, providing transparency in their financial activities[1]

Core Viewpoint - Galaxy Magnet's stock price has shown significant growth this year, with a year-to-date increase of 34.96% and a recent uptick of 9.04% over the last five trading days [2] Company Overview - Galaxy Magnet, established on March 23, 2001, and listed on October 13, 2010, is located in Chengdu, Sichuan Province. The company specializes in the research, production, and sales of various types of magnetic materials, including samarium-cobalt magnets and neodymium-iron-boron magnets [2] - The company's main business revenue is derived entirely from rare earth permanent magnets, accounting for 100% of its income [2] - As of June 30, 2025, the company had 42,900 shareholders, an increase of 31.35% from the previous period, with an average of 5,379 circulating shares per shareholder, a decrease of 23.86% [2] Financial Performance - For the first half of 2025, Galaxy Magnet reported a revenue of 389 million yuan, a year-on-year decrease of 2.01%. However, the net profit attributable to shareholders was 84.25 million yuan, reflecting a year-on-year growth of 7.26% [2] - Since its A-share listing, the company has distributed a total of 1.459 billion yuan in dividends, with 372 million yuan distributed over the last three years [3] Stock Market Activity - On October 9, the stock price rose by 2.03%, reaching 32.70 yuan per share, with a trading volume of 127 million yuan and a turnover rate of 1.70%. The total market capitalization stood at 10.567 billion yuan [1] - The stock has appeared on the "Dragon and Tiger List" once this year, with the most recent occurrence on April 8 [2] - As of the latest data, there was a net outflow of 4.62 million yuan in main funds, with significant buying and selling activity from large orders [1]

一边是上市公司低价定增募资，一边是高管高位套现减持，银河磁体的资本运作引发市场对利益输送的 质疑。 银河磁体近期同时推进两项引人关注的资本运作：一方面公司拟以23.15元/股的价格发行股份收购资 产，另一方面公司高管却计划以高于定增价的市场价格减持套现。这种"低买高卖"的操作引发了市场质 疑。 作为国内较早从事粘结钕铁硼磁体生产的企业，银河磁体近期推出并购计划，拟以发行股份及支付现金 方式购买四川京都龙泰科技有限公司（以下简称"京都龙泰"）100%股权。 银河磁体2025年9月发布的并购预案显示，公司拟以23.15元/股的发行价向14名交易对方购买京都龙泰 100%股权。这一价格显著低于市场价，比公司停牌前32.29元的收盘价低了28%。 然而，就在公司推出发行股份收购的同时，公司高管却纷纷计划减持股份。2025年5月15日，公司总经 理、非独立董事吴志坚公告计划减持不超过255万股，占公司总股本的0.7891%。按当时26.89元的股价 测算，套现金额约合6856.95万元。 一边是低价定向增发，一边是高价减持套现，这种资本运作结构让人不得不质疑其合理性。中小投资者 不禁要问：为何公司需要以较低价格向特定对 ...

New Stock Issuance - New stock issuance for Daoshengtianhe (Code: 780026) priced at 5.98 RMB on September 29, 2025[1] - Offer period for the acquisition of Shangwei New Materials (Code: 688585) is from September 29, 2025, to October 28, 2025[1] Delisting and Trading Alerts - Zitian Tui (Code: 300280) is in the delisting preparation period with 4 trading days remaining until the last trading day[1] - Significant abnormal fluctuations reported for Kaipu Cloud (Code: 688228) on September 25, 2025[1] Recent Announcements - Multiple companies including Zhonghuan Hailu (Code: 301040) and Shenhuafa A (Code: 000020) have recent announcements regarding their stock activities[1] - A total of 30 companies have made announcements regarding stock fluctuations and trading activities in the past week[1]

中国经济网北京9月29日讯 银河磁体（300127.SZ）近日披露《发行股份及支付现金购买资产并募 集配套资金预案》。同时，公司股票2025年9月29日（星期一）开市时起复牌。 上市公司拟通过发行股份及支付现金的方式向宁波华强睿哲创业投资合伙企业（有限合伙）、唐明 星、徐刚、福州启赋新材创业投资合伙企业（有限合伙）、宁波华强睿华投资合伙企业（有限合伙）、 成都龙泰聚力企业管理合伙企业（有限合伙）、成都龙泰众锦企业管理合伙企业（有限合伙）、成都衡 通企业管理合伙企业（有限合伙）、北京合享企业管理合伙企业（有限合伙）、新余启赋四号投资管理 合伙企业（有限合伙）、舟山亚商复观一号创业投资合伙企业（有限合伙）、嘉兴启赋新材料合伙企业 （有限合伙）、成都鸿合企业管理合伙企业（有限合伙）、长沙湘江启赋弘泰私募股权基金企业（有限 合伙）14名交易对方购买其合计持有的四川京都龙泰科技有限公司（简称：京都龙泰）100%股权。 本次发行方式为向特定对象发行。发行对象为本次交易中有意愿接受发行股份为支付方式的交易对 方。 本次发行股份购买资产的发行价格为23.15元/股，不低于定价基准日前120个交易日上市公司股票 的交易均价的8 ...

9月29日，港A股有色金属板块表现活跃。 这一《工作方案》的出台，精准切中当前有色金属行业的核心痛点，不仅为行业高质量发展提供政策支 撑，更直接点燃资本市场的投资热情，相关有色金属概念股大涨。 港股方面，紫金矿业（02899.HK）涨5.60%,赣锋锂业（01772.HK）涨5.37%，中铝国际（02068.HK）涨 5.29%，天齐锂业（09696.HK）涨5.12%，中国铝业（02600.HK）涨4.37%，山东黄金（01787.HK）涨 4.02%，洛阳钼业（03993.HK）涨4.80%。 A股有色金属股也多数走高。易成新能（300080.SZ）、博迁新材（605376.SH）、盛达资源 （000603.SZ）均录得涨停，横店东磁（002056.SZ）涨6.16%，银河磁体（300127.SZ）涨3.59%，铂科 新材（300811.SZ）涨4.08%。 此次板块大涨的直接导火索，是有色金属行业迎来重磅利好政策。 9月28日，工业和信息化部等八部门印发《有色金属行业稳增长工作方案（2025-2026年）》，其中提 到，2025-2026年，有色金属行业增加值年均增长5%左右，经济效益保持向好态势，十种 ...

工信部等8部门印发《有色金属行业稳增长工作方案》提出，实施新一轮找矿突破战略行动，加强铜、 铝、锂、镍、钴、锡等资源调查与勘探，形成一批找矿新成果。适时丰富重要有色金属期货交易品种和 金融衍生品种。做好重要品种国家储备。加强相关国有企业考核引导，更多鼓励资源开发、技术创新和 成果转化。2025—2026年，有色金属行业增加值年均增长5%左右。 格隆汇9月29日｜A股市场有色金属概念股走强，其中，博迁新材、钒钛股份10CM涨停，盛达资源、银 河磁体涨超6%，中矿资源、赣锋锂业、深圳新星、兴业银锡、昆工科技涨超4%，鹏欣资源、天马新 材、铂科新材、铜陵有色、众源新材、永杉锂业、中国铝业涨超3%。 MACD金叉信号形成，这些股涨势不错！ | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 605376 | 博计新材 | 1 | 10.00 | 156亿 | 106.32 | | 000629 | 钢钛股份 | | 10.00 | 286亿 | 6.94 | | 000603 | 盛达资源 | 1 | 6.64 | ...

Group 1 - The rare earth permanent magnet sector experienced a significant upward trend on September 29, with notable stock performances [1] - Wolong New Energy reached the daily limit increase, while Hengdian East Magnetic surged over 8% [1] - Other companies such as Galaxy Magnet, Huicheng Environmental Protection, Lingyi Zhizao, and Greeenmei also saw increases in their stock prices [1]

Core Viewpoint - The rare earth permanent magnet sector is experiencing a significant upward trend, with notable stock price increases among key companies in the industry [1] Group 1: Company Performance - Wolong New Energy has reached its daily limit increase in stock price [1] - Hengdian East Magnetic has seen a stock price increase of over 8% [1] - Other companies such as Galaxy Magnetic, Huicheng Environmental Protection, Lingyi Zhizao, and Greeenmei have also experienced stock price increases [1]