成都银河磁体股份有限公司 关于自有资金购买理财产品的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 证券代码：300127 证券简称：银河磁体 公告编号：2025-041 一、 购买理财产品审议情况 成都银河磁体股份有限公司（以下简称"公司"）于 2025 年 4 月 24 日召开的第七届董 事会第十五次会议审议通过了《关于使用闲置自有资金购买理财产品的议案》，同意公司在 不影响正常经营的情况下使用闲置自有资金购买保本型理财产品，额度不超过人民币 20,000 万元，在上述额度内，资金可以滚动使用。董事会授权公司管理层具体实施上述购买事宜， 授权有效期一年。本议案属董事会权限，无需提交股东会审议。 二、 本次购买理财产品情况 2025年10月14日，公司使用闲置自有资金5,000万元认购了浙商银行股份有限公司的结构 性存款并于2025年10月17日认购成功。详情如下： | 认购 | 资金 | 签约方 | 产品名称 | 存款 | 金额 | 产品起 | 投资期 | 产品到 | 年收益率 | | --- | --- | --- | --- | --- | ...

Core Viewpoint - Galaxy Magnet's stock price has shown significant growth this year, with a 63.02% increase year-to-date and a notable rise in recent trading days, indicating strong market interest and potential investment opportunities [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 samarium-cobalt magnets, hot-pressed neodymium-iron-boron magnets, and bonded neodymium-iron-boron rare earth magnetic components, with 100% of its revenue derived from rare earth permanent magnets [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%, while the net profit attributable to shareholders was 84.25 million yuan, reflecting a year-on-year increase of 7.26% [2]. - The company has distributed a total of 1.459 billion yuan in dividends since its A-share listing, with 372 million yuan distributed over the past three years [3]. Stock Market Activity - As of October 16, 2023, Galaxy Magnet's stock price was 39.50 yuan per share, with a trading volume of 372 million yuan and a turnover rate of 4.16%. The total market capitalization stood at 12.764 billion yuan [1]. - The stock has appeared on the "Dragon and Tiger List" three times this year, with the most recent appearance on October 14 [2]. Institutional Holdings - As of June 30, 2025, the sixth-largest circulating shareholder was the Harvest CSI Rare Earth Industry ETF, holding 657,300 shares, an increase of 121,300 shares from the previous period. In contrast, the Hong Kong Central Clearing Limited, the seventh-largest shareholder, reduced its holdings by 864,000 shares [3].

Group 1 - High Energy Environment reported a net profit of 646 million yuan for the first three quarters, a year-on-year increase of 15.18% [1] - Tianzhun Technology received approval from the China Securities Regulatory Commission for issuing convertible bonds to unspecified objects [1] - Energy Conservation Wind Power achieved a cumulative power generation of 9.349 billion kWh, a year-on-year increase of 1.72% [1][2] Group 2 - Sichuan Road and Bridge's total amount of projects won in the first three quarters reached 97.173 billion yuan, a year-on-year increase of 25.16% [3] - Shaanxi Energy's power generation in the third quarter decreased by 1% year-on-year, while its coal sales increased by 136.98% [3][4] Group 3 - Jintuo Co. announced that four shareholders plan to reduce their holdings by up to 2.95% of the company's shares [5] - Tailin Microelectronics expects a net profit increase of 118% year-on-year for the first three quarters, with revenue of approximately 766 million yuan [6] - Asia-Pacific Co. anticipates a net profit of 310 million to 335 million yuan for the first three quarters, a year-on-year increase of 97.38% to 113.30% [8] Group 4 - He Sheng New Materials expects a net profit increase of 60% to 80% for the first three quarters, with a projected profit of 137 million to 154 million yuan [9] - Spring Airlines reported a passenger turnover of 4.835 billion person-kilometers in September, a year-on-year increase of 22.87% [10][11] Group 5 - Mingxin Xuteng received a notification from a leading new energy vehicle company for a project worth approximately 650 million yuan [12] - Acolyte's subsidiary received a government subsidy of 47.13 million yuan for fixed asset investment [13] Group 6 - Fangsheng Pharmaceutical's subsidiary received approval for clinical trials of a new drug for treating advanced prostate cancer [14] - Aofu Technology plans to sell idle factory assets for a total price of 23.852 million yuan [16] Group 7 - Ganyue Expressway reported a service income of 313 million yuan in September [18] - Dong'an Power secured five new market agreements in the third quarter, with a total projected sales volume of approximately 1 million units [20] Group 8 - Zhongmin Energy achieved a cumulative power generation of 1.922 billion kWh, a year-on-year increase of 1.25% [21] - Pan-Asia Micro-Pore's application for issuing shares to specific objects has been accepted by the Shanghai Stock Exchange [23] Group 9 - Shenghui Integration reported an order balance of 2.214 billion yuan as of September 30, a year-on-year increase of 21.21% [24] - Jineng Technology's vice president resigned for personal reasons [25] Group 10 - Ruixin Microelectronics expects a net profit increase of 116% to 127% for the first three quarters, with a projected profit of 760 million to 800 million yuan [33] - Shanghai Pharmaceuticals received FDA approval for a new drug application for doxycycline capsules [34] Group 11 - Ruima Precision's subsidiary received a project notification for air suspension systems from a domestic automaker, with a total sales forecast of approximately 265 million yuan [36] - Galaxy Magnetics anticipates some impact on its export business due to the Ministry of Commerce's announcement on export controls for certain rare earth items [37] Group 12 - Ba Tian Co. expects a net profit increase of 230.79% to 260.15% for the first three quarters, with a projected profit of 676 million to 736 million yuan [43] - Donglai Technology plans to reduce its repurchased shares by up to 1% of the total share capital [45] Group 13 - Guangkang Biochemical announced that shareholders plan to reduce their holdings by up to 2.68% of the company's shares [46] - Nanwang Energy reported a net profit increase of 37.13% for the first three quarters, with a total revenue of 5.32 billion yuan [48] Group 14 - Yahua Group expects a net profit increase of 106.97% to 132.84% for the first three quarters, with a projected profit of 320 million to 360 million yuan [49] - Hualitai's annual production project for 20,000 tons of benzidine has been successfully completed and is now in full production [51]

New Stock Issuance - New stock issuance includes 泰凯英 (code: 920020) at an issuance price of 7.50 and 超颖电子 (code: 732175) at 17.08[1] Equity Market Alerts - 上纬新材 (code: 688585) is undergoing a tender offer from September 29, 2025, to October 28, 2025[1] - 科思科技 (code: 688788) and 博瑞医药 (code: 688166) have recent announcements dated September 26, 2025, and October 10, 2025, respectively[1] - 南新制药 (code: 688189) reported severe abnormal fluctuations on October 10, 2025[1] Trading Alerts - A total of 50 stocks have trading alerts with the latest announcements on October 15, 2025, including 国光连锁 (code: 605188) and 中持股份 (code: 603903)[1] - The lowest trading alert price recorded is 1,116 for 赛恩斯 (code: 688480)[1]

Group 1 - Galaxy Magnetics expects the Ministry of Commerce's export control decision on certain rare earth items to have a certain impact on its export business, with sales from samarium-cobalt magnets and hot-pressed neodymium-iron-boron magnets accounting for 9.47% of total sales in 2024 [4] - New Lai Materials' stock has seen a significant deviation from the growth of the ChiNext Index, indicating potential market overheating, although the company's fundamentals remain unchanged [5][6] - Longbai Group's subsidiary has filed a lawsuit for infringement of trade secrets, with the amount involved totaling 1.311 billion yuan [7] Group 2 - Chengdu Huamei has successfully launched its first zero-intermediate frequency RF transceiver chip, which is still in the early stages of market introduction and faces uncertainties in market demand [8] - Zhuhai Port has received approval from the China Securities Regulatory Commission to issue up to 1 billion yuan in technology innovation corporate bonds [9] - Yingjian Technology has warned investors about the risks of recent stock price increases, as its stock has deviated significantly from the market index [10] Group 3 - Xianda Co. expects a net profit increase of 2807.87% to 3211.74% year-on-year for the first three quarters, driven by significant price increases in its main product [13] - Shenghe Resources anticipates a net profit increase of 696.82% to 782.96% year-on-year for the first three quarters, supported by favorable market demand for rare earth products [14] - Xianggang Technology expects a net profit increase of 182% to 200% year-on-year for the first three quarters, attributed to ongoing market expansion efforts [15] Group 4 - Chongqing Steel is projected to incur a loss of 210 million to 230 million yuan for the first three quarters, an improvement from a loss of 1.35 billion yuan in the same period last year [22][25] - Yuanda Intelligent expects to turn a profit in the first three quarters, with a projected net profit of 33.84 million to 50.74 million yuan, compared to a loss in the previous year [23] - China Metallurgical Group reported a 14.7% year-on-year decline in new contract amounts for the first nine months, totaling 760.67 billion yuan [24][25]

Core Viewpoint - The announcement by the Ministry of Commerce regarding export controls on certain rare earth items is expected to have a significant impact on the company's export business, particularly concerning its samarium-cobalt and hot-pressed neodymium-iron-boron magnets, which contain the listed rare earth items [1] Group 1: Company Overview - The company, Galaxy Magnetics (300127.SZ), produces various types of magnets, including bonded neodymium-iron-boron magnets, samarium-cobalt magnets, hot-pressed neodymium-iron-boron magnets, and injection-molded magnets [1] - The bonded neodymium-iron-boron magnets and injection-molded magnets do not contain the rare earth items listed in the Ministry of Commerce's announcement [1] Group 2: Financial Impact - In 2024, the sales revenue from samarium-cobalt magnets and hot-pressed neodymium-iron-boron magnets accounted for 9.47% of the company's total sales revenue [1] - The new export controls are anticipated to affect the company's export business due to the inclusion of certain rare earth items in its samarium-cobalt and hot-pressed neodymium-iron-boron magnets [1]

Core Viewpoint - The announcement by the Ministry of Commerce regarding export controls on certain rare earth items is expected to have a certain impact on the company's export business, particularly concerning its samarium-cobalt and hot-pressed neodymium-iron-boron magnets, which contain the listed rare earth items [1] Company Summary - The company, Galaxy Magnetic, produces various types of magnets, including bonded neodymium-iron-boron magnets, samarium-cobalt magnets, hot-pressed neodymium-iron-boron magnets, and injection-molded magnets [1] - The bonded neodymium-iron-boron magnets and injection-molded magnets do not contain the rare earth items listed in the export control announcement [1] - In 2024, the sales revenue from samarium-cobalt magnets and hot-pressed neodymium-iron-boron magnets accounted for 9.47% of the company's total sales revenue [1]

Core Viewpoint - The announcement by the Ministry of Commerce regarding export controls on certain rare earth items is expected to have a certain impact on the company's export business, particularly concerning its products that contain listed rare earth items [1] Company Summary - Galaxy Magnetic Materials (300127.SZ) reported an unusual fluctuation in stock trading [1] - The company's product range includes bonded neodymium iron boron magnets, samarium-cobalt magnets, hot-pressed neodymium iron boron magnets, and injection-molded magnets [1] - The bonded neodymium iron boron magnets and injection-molded magnets do not contain the rare earth items listed in the Ministry's announcement [1] - The samarium-cobalt magnets and hot-pressed neodymium iron boron magnets contain rare earth items that are included in the export control announcement [1] - In 2024, the combined sales revenue from samarium-cobalt magnets and hot-pressed neodymium iron boron magnets accounted for 9.47% of the company's total sales revenue [1]

Core Viewpoint - The announcement by the Ministry of Commerce on October 9 regarding export controls on certain rare earth items is expected to have a notable impact on the company's export business, particularly concerning its samarium-cobalt and hot-pressed neodymium-iron-boron magnets, which contain the listed rare earth items [1] Company Summary - The company produces various types of magnets, including bonded neodymium-iron-boron magnets, samarium-cobalt magnets, hot-pressed neodymium-iron-boron magnets, and injection-molded magnets [1] - The bonded neodymium-iron-boron magnets and injection-molded magnets do not contain the rare earth items specified in the Ministry's announcement [1] - In 2024, the combined sales revenue from samarium-cobalt magnets and hot-pressed neodymium-iron-boron magnets is projected to account for 9.47% of the company's total sales revenue [1]

证券代码：300127 证券简称：银河磁体 公告编号：2025-040 成都银河磁体股份有限公司 股票交易异常波动公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、误导性 陈述或重大遗漏。 一、股票交易异常波动情况 成都银河磁体股份有限公司（以下简称"本公司"或"公司"）股票于 2025 年 10 月 10 日、10 月 13 日、10 月 14 日连续三个交易日收盘价格涨幅偏离值累计超过 30%（其中，2025 年 10 月 13 日、10 月 14 日连续 2 个交易日涨幅偏离值累计为 30.02%），根据深圳证券交易 所的有关规定，属于股票交易异常波动的情况。 二、公司关注并核实的情况说明 针对本公司股票交易异常波动，公司就有关事项进行了核实，现说明如下： 1、本公司前期披露的信息不存在需要补充、更正之处。 2、本公司未发现近期公共传媒报道了可能或已经对本公司股票交易价格产生较大影响的 未公开重大信息。 3、本公司近期经营情况正常，内外部经营环境未发生重大变化。 除上述事项外，本公司及公司持股 5%以上股东不存在其他应披露而未披露的重大事项， 或处于筹划阶段的重大事项。 5、经核 ...