Group 1 - The metal new materials sector increased by 4.24% on February 3, with Zhongke Magnetic leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] - Key stocks in the metal new materials sector showed significant price increases, with Zhongke Magnetic rising by 10.12% to a closing price of 61.59 [1] Group 2 - The main capital flow in the metal new materials sector showed a net outflow of 84.29 million yuan from institutional investors and a net outflow of 452 million yuan from speculative funds, while retail investors had a net inflow of 537 million yuan [1] - Specific stock capital flows indicated that Sry New Materials had a net inflow of 61.96 million yuan from main investors, while Jinli Yongci experienced a net outflow of 83.34 million yuan from speculative funds [2]

Group 1 - The rare earth permanent magnet index has strengthened, indicating a positive trend in the sector [1] - Key stocks such as Zhong Rare Earth, Shengxin Lithium Energy, Galaxy Magnet, Xiamen Tungsten, and China Nonferrous Metals have shown active performance with notable increases in their stock prices [1] - The respective stock price increases are as follows: Zhong Rare Earth up by 3.91%, Shengxin Lithium Energy up by 3.83%, Galaxy Magnet up by 3.08%, Xiamen Tungsten up by 2.98%, and China Nonferrous Metals up by 2.94% [1]

Core Viewpoint - The metal new materials sector experienced a slight increase of 0.42% on January 29, with notable gains from specific companies, while the overall market showed mixed results with the Shanghai Composite Index rising by 0.16% and the Shenzhen Component Index declining by 0.3% [1] Group 1: Market Performance - The Shanghai Composite Index closed at 4157.98, up 0.16% [1] - The Shenzhen Component Index closed at 14300.08, down 0.3% [1] - The metal new materials sector saw a net inflow of 6.09 billion yuan from institutional investors, while retail investors experienced a net outflow of 7.45 billion yuan [2][3] Group 2: Individual Stock Performance - Ni'an New Materials (688786) led the sector with a closing price of 33.19, up 6.17% with a trading volume of 61,700 shares and a transaction value of 201 million yuan [1] - Jinli Permanent Magnet (300748) followed with a closing price of 41.16, up 5.67%, with a trading volume of 1.5032 million shares and a transaction value of 6.13 billion yuan [1] - Galaxy Magnetic Materials (300127) closed at 38.39, up 4.66%, with a trading volume of 421,800 shares and a transaction value of 1.602 billion yuan [1] Group 3: Fund Flow Analysis - Jinli Permanent Magnet (300748) had a net inflow of 4.20 billion yuan from institutional investors, while retail investors saw a net outflow of 3.12 billion yuan [3] - Ningbo Yunsheng (600366) recorded a net inflow of 2.07 billion yuan from institutional investors, with a net outflow of 2.53 billion yuan from retail investors [3] - The overall fund flow indicates a strong preference for institutional investment in the metal new materials sector despite retail investor withdrawals [2][3]

代码名称最新价（元）涨跌幅（%）成交额000758中色股份9.010.0222.26亿元601600中国铝业 14.610.02117.18亿元600988赤峰黄金46.8610.063.76亿元300127银河磁体36.687.8810.89亿元920061西磁 科技33.827.41.74亿元 本文源自：市场资讯 作者：行情君 2026年1月28日稀土市场行情： 根据包头稀土产品交易所显示，今日稀土主流产品价格稳中有升。氧化镨钕均价69.65万元/吨，上涨 0.42万元/吨；金属镨钕均价84.28万元/吨，上涨1.13万元/吨；氧化镝均价140.43万元/吨，下跌0.57万元/ 吨；氧化铽均价623.17万元/吨，下跌0.75万元/吨。今日询价氧化钕、氧化镨、氧化镧铈、氧化铕等产 品成交信息较少，请慎重参考。目前，氧化镨钕市场现货库存依旧偏紧，成本上升带动镨钕金属价格保 持高位。但下游磁材厂家陆续进入放假前准备阶段，采购意愿较低，市场询价多以贸易商为主，实际成 交有限。中重稀土产品市场延续低活跃状态，价格延续平稳走势，目前看来，短期市场或逐渐趋向平 稳，后市交投可能逐步疲软。 A股市场部分稀土永磁概念股行 ...

Market Performance - The metal new materials sector increased by 1.25% on January 28, with Galaxy Magnet leading the gains [1] - The Shanghai Composite Index closed at 4151.24, up 0.27%, while the Shenzhen Component Index closed at 14342.9, up 0.09% [1] Top Gainers - Galaxy Magnet (300127) closed at 36.68, up 7.88% with a trading volume of 307,500 shares and a transaction value of 1.089 billion [1] - Zhongke Magnet (301141) closed at 64.62, up 6.88% with a trading volume of 117,400 shares and a transaction value of 742 million [1] - Dadi Bear (688077) closed at 35.51, up 5.62% with a trading volume of 91,100 shares and a transaction value of 316 million [1] Sector Fund Flow - The metal new materials sector saw a net inflow of 204 million from institutional investors, while retail investors experienced a net outflow of 88.55 million [2] - The main stocks with significant net inflows included XinKe Materials (600255) with 70.33 million and Tianhe Magnetic Materials (603072) with 69.00 million [3] Notable Decliners - Longda Co. (688231) closed at 31.44, down 3.56% with a trading volume of 70,000 shares and a transaction value of 222 million [2] - Sry New Materials (688102) closed at 42.46, down 2.73% with a trading volume of 236,100 shares and a transaction value of 1.004 billion [2]

Core Viewpoint - The company has successfully developed heat-pressed magnets over 13 years, achieving significant advancements in technology and production capacity, which are now yielding positive financial results [1] Group 1: Company Development - The company has transitioned from having no technology to developing its own heat-pressed magnets, indicating a complete in-house capability [1] - Production capacity is gradually increasing, leading to improved operational efficiency and profitability [1] Group 2: Product Performance - The wholly-owned subsidiary has enhanced the performance, stability, and cost-effectiveness of magnetic powder products through years of research and development [1] - There is potential for these improvements to contribute to increased net profits for the company in the future [1]

Group 1: Company Development and Financial Performance - The company has maintained steady growth since its listing in October 2010, with net profits increasing from over 30 million RMB to more than 190 million RMB by 2021, despite a slight decline projected for 2022-2024, with a minimum profit of over 147 million RMB [1] - The company focuses on rare earth permanent magnets, with investments in projects like samarium-cobalt magnets and magnetic powders, which have low costs and risks but slow returns [1] Group 2: Acquisition Plans and Strategic Rationale - The acquisition of Kyoto Longtai is aimed at expanding the company's product range and meeting existing customer demands for ferrite materials, which are cost-effective and widely used [1] - The target company has established competitive advantages in the ferrite sector, making it a strategic fit for the company's growth [1] Group 3: Business Growth and Market Trends - The company’s existing business is experiencing growth, particularly in bonded magnets, with a positive trend in demand driven by automation and smart technology [2] - The company’s magnetic powder business has improved in performance, stability, and cost-effectiveness through recent R&D efforts, contributing to net profit [2] Group 4: Future Business Plans and Market Considerations - Currently, the company has no new business plans and is focused on optimizing existing operations [2] - The company acknowledges that fluctuations in rare earth prices and government policies can impact operations, but overall demand for electric motors is expected to rise, benefiting the company [2] Group 5: Investment Considerations and Risks - The investment in the target company is seen as high-risk with potentially low short-term returns, but future business developments could improve investment returns [2] - Establishing a new company would require significant time and resources for customer development and team formation, whereas the target company already has an established customer base and management team [2]

证券代码：300127 证券简称：银河磁体 公告编号：2026-001 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100%股权，并拟向不 超过35名特定投资者发行股份募集配套资金（以下简称"本次交易"）。本次交易预计 不构成关联交易，不构成重大资产重组，不构成重组上市。 二、本次交易的历史披露情况 因有关事项尚存不确定性，为了维护投资者利益，避免对公司证券交易造成重大影 响，根据深圳证券交易所的相关规定，经公司申请，公司证券（品种：A股股票，简称： 银河磁 ...

格隆汇1月22日丨银河磁体(300127.SZ)在互动平台表示，公司主要研发、生产和销售稀土永磁体及组 件，不生产软磁。 ...

Group 1: Market Performance - The metal new materials sector increased by 0.67% compared to the previous trading day, with Tianli Composite leading the gains [1] - The Shanghai Composite Index closed at 4101.91, down 0.26%, while the Shenzhen Component Index closed at 14281.08, down 0.18% [1] Group 2: Top Performers - Tianli Composite (code: 920576) closed at 94.10, up 5.02% with a trading volume of 70,800 shares and a transaction value of 672 million yuan [1] - Longmag Technology (code: 300835) closed at 69.87, up 4.16% with a trading volume of 82,800 shares and a transaction value of 571 million yuan [1] - Aluminum Science and Technology New Materials (code: 300811) closed at 80.00, up 3.76% with a trading volume of 121,100 shares and a transaction value of 953 million yuan [1] Group 3: Underperformers - Antai Technology (code: 000969) closed at 26.40, down 4.21% with a trading volume of 1,168,500 shares and a transaction value of 3.154 billion yuan [2] - Zhengke Materials (code: 600255) closed at 4.02, down 3.13% with a trading volume of 1,607,300 shares and a transaction value of 654 million yuan [2] - Zhongzhou Special Materials (code: 300963) closed at 22.00, down 2.96% with a trading volume of 249,900 shares and a transaction value of 555 million yuan [2] Group 4: Capital Flow - The metal new materials sector experienced a net outflow of 237 million yuan from institutional investors, while retail investors saw a net inflow of 225 million yuan [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Group 5: Individual Stock Capital Flow - Kinglith Permanent Magnet (code: 300748) had a net inflow of 310 million yuan from institutional investors, but a net outflow of 80.215 million yuan from speculative funds [3] - Longmag Technology (code: 300835) saw a net inflow of 59.304 million yuan from institutional investors, but a net outflow of 15.656 million yuan from speculative funds [3] - Galaxy Magnet (code: 300127) had a net inflow of 29.427 million yuan from institutional investors, with a net outflow of 4.7925 million yuan from speculative funds [3]