Market Overview - On August 27, the metal new materials sector rose by 0.99% compared to the previous trading day, with Dadi Xiong leading the gains [1] - The Shanghai Composite Index closed at 3800.35, down 1.76%, while the Shenzhen Component Index closed at 12295.07, down 1.43% [1] Top Performers - Dadi Xiong (688077) closed at 40.25, up 10.36% with a trading volume of 193,800 shares [1] - Jinli Yongci (300748) closed at 39.88, up 6.63% with a trading volume of 1.81 million shares [1] - Longci Technology (300835) closed at 66.20, up 4.95% with a trading volume of 156,400 shares [1] - Zhenghai Magnetic Materials (300224) closed at 19.28, up 4.27% with a trading volume of 1.39 million shares [1] Underperformers - Tianli Composite (873576) closed at 32.01, down 5.80% with a trading volume of 32,900 shares [2] - Tunan Co., Ltd. (300855) closed at 29.84, down 4.94% with a trading volume of 91,900 shares [2] - Shenzhen New Star (603978) closed at 16.83, down 4.59% with a trading volume of 83,800 shares [2] Capital Flow - The metal new materials sector experienced a net outflow of 405 million yuan from institutional investors, while retail investors saw a net inflow of 352 million yuan [2] - The sector's overall capital flow indicates a mixed sentiment among different investor types [2] Individual Stock Capital Flow - Zhenghai Magnetic Materials (300224) had a net inflow of 1.07 billion yuan from institutional investors, while retail investors contributed a net inflow of 12.14 million yuan [3] - Galaxy Magnetic (300127) saw a net inflow of 88.78 million yuan from institutional investors but a net outflow of 103 million yuan from retail investors [3] - Platinum Science and Technology (300811) had a net inflow of 59.07 million yuan from institutional investors, with retail investors contributing a net inflow of 1.10 million yuan [3]

Group 1 - The rare earth permanent magnet sector in the A-share market experienced significant gains, with notable increases in stock prices for several companies [1] - Major gainers included Dadi Xiong, which rose over 15%, and Jinli Permanent Magnet, which increased by over 11% [1] - North Rare Earth reported a substantial increase in revenue and net profit for the first half of 2025, with revenue reaching 18.866 billion yuan, a year-on-year growth of 45.24%, and net profit of 931 million yuan, a staggering increase of 1951.52% [2] Group 2 - The total market capitalization of Dadi Xiong is approximately 4.822 billion yuan, with a year-to-date increase of 104.34% [2] - Jinli Permanent Magnet has a market capitalization of around 57 billion yuan, with a year-to-date increase of 133.63% [2] - North Rare Earth's market capitalization stands at approximately 195.3 billion yuan, with a year-to-date increase of 154.89% [2]

Financial Performance - The company's total operating revenue is 389 million yuan, with a net profit attributable to shareholders of 84.2481 million yuan, ranking 10th among disclosed peers, representing an increase of 5.7032 million yuan or 7.26% year-on-year [1] - The net cash inflow from operating activities is 19.676 million yuan, ranking 9th among disclosed peers [1] Key Financial Ratios - The latest debt-to-asset ratio is 7.15%, ranking 2nd among disclosed peers [3] - The latest gross profit margin is 35.11%, ranking 4th among disclosed peers, an increase of 1.20 percentage points compared to the same period last year [3] - The latest return on equity (ROE) is 5.93%, ranking 5th among disclosed peers, an increase of 0.24 percentage points year-on-year [3] Earnings and Shareholder Information - The diluted earnings per share (EPS) is 0.26 yuan, ranking 8th among disclosed peers, an increase of 0.02 yuan or 8.33% year-on-year [3] - The latest total asset turnover ratio is 0.25 times, and the inventory turnover ratio is 0.91 times, an increase of 0.02 times or 2.49% year-on-year [3] - The number of shareholders is 42,900, with the top ten shareholders holding 221 million shares, accounting for 68.52% of the total share capital [3]

Core Viewpoint - Galaxy Magnetics (300127.SZ) reported its semi-annual results for 2025, highlighting the current institutional ownership and changes in shareholding among various investors [1] Institutional Ownership - As of August 26, 2025, four institutional investors disclosed holdings in Galaxy Magnetics, totaling 98.1461 million shares, which represents 30.37% of the company's total share capital [1] - The institutional ownership decreased by 0.17 percentage points compared to the previous quarter [1] Public Fund Holdings - Among public funds, there was an increase in holdings from one fund, specifically the Jiashi Zhongzheng Rare Earth Industry ETF, which saw a slight rise in its ownership percentage [1] Foreign Investment - One foreign fund, Hong Kong Central Clearing Limited, reduced its holdings by 0.27 percentage points compared to the previous quarter [1] - A new foreign institution, Barclays Bank PLC, disclosed its holdings for the first time in this period [1]

Group 1 - The stock price of Galaxy Magnetics on August 26 was 32.68 yuan, down 1.71% from the previous trading day, with a trading range of 5.59% and a transaction amount of 832 million yuan [1] - Galaxy Magnetics specializes in the research, production, and sales of rare earth permanent magnetic materials, including bonded neodymium iron boron magnets and hot-pressed neodymium iron boron magnets, with applications in automotive, energy-saving appliances, and information technology sectors [1] - For the first half of 2025, the company reported operating revenue of 389 million yuan and a net profit attributable to shareholders of 84.25 million yuan, representing a year-on-year increase of 7.26% [1] Group 2 - The net profit after deducting non-recurring gains and losses was 81.47 million yuan, showing a year-on-year growth of 5.27% [1] - On August 26, the main funds of Galaxy Magnetics experienced a net outflow of 43.81 million yuan, accounting for 0.58% of the circulating market value [1] - Over the past five days, the cumulative net outflow of main funds reached 22.75 million yuan, representing 0.3% of the circulating market value [1]

Core Insights - The company, Galaxy Magnetics (300127.SZ), reported a revenue of 389 million yuan for the first half of 2025, reflecting a year-on-year decrease of 2.01% [1] - The net profit attributable to shareholders of the listed company was 84.248 million yuan, showing a year-on-year increase of 7.26% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 81.473 million yuan, which represents a year-on-year growth of 5.27% [1] - The basic earnings per share stood at 0.26 yuan [1]

成都银河磁体股份有限公司 信息披露暂缓与豁免管理制度 成都银河磁体股份有限公司 信息披露暂缓与豁免管理制度 （2025 年 8 月） 成都银河磁体股份有限公司 信息披露暂缓与豁免管理制度 成都银河磁体股份有限公司 信息披露暂缓与豁免管理制度 第一章 总则 第一条 为规范成都银河磁体股份有限公司（以下简称"公司"）和其他信息披露义 务人信息披露暂缓、豁免行为，加强信息披露监管，保护投资者合法权益，根据《上市 公司信息披露管理办法》、《上市公司信息披露暂缓与豁免管理规定》、《深圳证券交易所 创业板股票上市规则》、深圳证券交易所上市公司自律监管指引第2 号——创业板上市 公司规范运作》等法律法规和《成都银河磁体股份有限公司章程》（以下简称"《公司章 程》"）的规定，制定本制度。 第二条 公司和其他信息披露义务人暂缓、豁免披露临时报告，在定期报告、临时 报告中豁免披露中国证券监督管理委员会（以下简称"中国证监会"）和证券交易所规 定或者要求披露的内容，适用本制度。 第三条 公司和其他信息披露义务人应当真实、准确、完整、及时、公平地披露信 息，不得滥用暂缓或者豁免披露规避信息披露义务、误导投资者，不得实施内幕交易、 操 ...

成都银河磁体股份有限公司 信息披露管理制度 （2025年8月） 成都银河磁体股份有限公司 信息披露管理制度（2025 年 8 月） 成都银河磁体股份有限公司 信息披露管理制度 第一章 总则 第一条 为规范成都银河磁体股份有限公司（以下简称"公司"）及相关义务人的 信息披露工作，加强信息披露事务管理，保护投资者合法权益，根据《中华人民共和国 公司法》、《中华人民共和国证券法》、中国证监会《上市公司信息披露管理办法》（以 下简称"《管理办法》"）、《深圳证券交易所创业板股票上市规则》（以下简称"《上 市规则》"）等法律、法规和部门规章，结合公司实际情况，制定本制度。 第二条 本制度中提及"信息"系指所有对公司股票及其衍生品种交易价格可能产 生较大影响的信息以及证券监管部门要求披露的信息；本制度中提及"披露"系指在规 定的时间在规定的媒体、以规定的方式向社会公众公布信息，并送达监管部门备案。 第三条 本制度所称信息披露义务人，是指公司及其董事、高级管理人员、股东、 实际控制人，收购人，重大资产重组、再融资、重大交易有关各方等自然人、单位及其 相关人员，破产管理人及其成员，以及法律、行政法规和中国证监会规定的其他承担 ...

法定代表人：戴炎 主管会计负责人：朱魁文 会计机构负责人：任晓莉 成都银河磁体股份有限公司 2025 年上半年非经营性资金占用及其他关联资金往来情况汇总表 | 单位：万元 | | --- | | | 资金占用 | 占用方与上市 | 上市公司核算的 | 2025 年期初 | 2025 年上半年占 | 2025 年上半年 | 2025 年上半年 | 2025 年上半年 | 占用形成 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 非经营性资金占用 | 方名称 | 公司的关联关 | 会计科目 | 占用资金余额 | 用累计发生金额 | 占用资金的利息 | 偿还累计发生 | 期末占用资金 | 原因 | 占用性质 | | | | 系 | | | （不含利息） | （如有） | 金额 | 余额 | | | | 控股股东、实际控制人及其附 | 无 | | | | | | | | | | | 属企业 | | | | | | | | | | | | 小计 | - | - | - | | | | | | | | | 前控股股东、实际 ...

成都银河磁体股份有限公司 募集资金存放与使用情况的专项报告 成都银河磁体股份有限公司 2025 年半年度募集资金存放与使用情况的专项报告 成都银河磁体股份有限公司（以下简称"公司"）根据中国证监会《上市公司募集资 金监管规则》和《深圳证券交易所上市公司自律监管指引第 2 号—创业板上市公司规范 运作》的规定，编制了 2025 年半年度募集资金存放与使用情况专项报告，具体如下： 一、募集资金基本情况 （一）实际募集资金金额、资金到位情况 经中国证券监督管理委员会《关于核准成都银河磁体股份有限公司首次公开发行股 票并在创业板上市的批复》（证监许可[2010]1236 号）文核准，公司于 2010 年 9 月 20 日由主承销商国金证券股份有限公司采用网下询价配售与网上资金申购定价发行相结 合的方式发行人民币普通股（A 股）4,100 万股，发行价格为每股人民币 18.00 元，已收 到募集资金人民币 738,000,000.00 元，扣除各项发行费用共计 41,426,765.84 元后，实际 收到募集资金净额为人民币 696,573,234.16 元。上述资金到位情况经四川华信(集团)会 计师事务所有限责任公司 ...