中国经济网北京9月15日讯深交所网站今日披露了关于成都银河磁体（300127）股份有限公司股票临时停牌的公告。 公告显示，成都银河磁体股份有限公司拟披露重大事项，根据深交所《创业板股票上市规则》的有关规定，经公司申请，公司股 票(证券简称：银河磁体，证券代码：300127)于2025年9月15日开市起停牌，待公司通过指定媒体披露相关公告后复牌。 ...

Group 1: Company Operations and Product Development - The company is actively engaging with clients in the humanoid robot sector for product development [1][2] - Current production capacities include: bonded NdFeB magnets (annual capacity of approximately 4,000 tons), hot-pressed NdFeB magnets (annual capacity of 300 tons), and SmCo magnets (annual capacity of 200 tons) [2] - The company is focusing on enhancing R&D capabilities and product competitiveness to adapt to rising rare earth prices [1][2] Group 2: Market Strategy and Future Plans - The company has no current plans to establish production bases overseas [2] - There are no immediate plans to develop samarium iron nitrogen permanent magnet materials [2] - The company is monitoring emerging fields such as humanoid robots and low-altitude economy to explore new product markets [2] Group 3: Financial Performance and Investor Relations - The company is maintaining stable operations and development, with a focus on enhancing core competitiveness [2] - Specific revenue contributions from major clients like Tesla cannot be disclosed due to the variety of product specifications [2] - The company has implemented a market value management system to protect investor interests [2]

从资金流向上来看，当日金属新材料板块主力资金净流入3.19亿元，游资资金净流入1.39亿元，散户资 金净流出4.59亿元。金属新材料板块个股资金流向见下表： 证券之星消息，9月12日金属新材料板块较上一交易日上涨0.81%，银河磁体领涨。当日上证指数报收 于3883.69，上涨0.22%。深证成指报收于12996.38，上涨0.13%。金属新材料板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 ...

Core Insights - The rare metals theme index (930632) has shown a strong increase of 1.92% as of September 12, 2025, with notable gains in constituent stocks such as Yunlu Co., Ltd. (688190) up 6.05% and Dongfang Tantalum Industry (000962) up 5.82% [1] - The rare metals ETF (561800) has seen a weekly increase of 6.45%, ranking first among comparable funds [1] - Over the past year, the rare metals ETF has achieved a net value increase of 85.48%, with a maximum single-month return of 24.02% since its inception [4] Industry Analysis - The supply increase of lithium spodumene is effectively compensating for the shortfall in lithium mica, leading to a marginal growth in domestic production and a return of lithium prices to fundamentals [4] - The cobalt sector is experiencing structural price increases, with a potential short-term benefit from improving demand as the peak demand season approaches [4] - The rare earth industry is undergoing significant supply-side reforms, with a notable increase in magnetic material exports, which rose by 75% month-on-month and 6% year-on-year [4] - The rare earth sector is expected to continue evolving with both valuation and performance improvements due to price increases, supply reforms, and strategic attributes of the sector [4] Key Stocks - As of August 29, 2025, the top ten weighted stocks in the rare metals theme index account for 57.58% of the index, including Northern Rare Earth (600111) and Luoyang Molybdenum (603993) [5] - The top stocks by weight include Salt Lake Co. (000792) at 8.52% and Northern Rare Earth (600111) at 8.49% [7] - The rare metals ETF (561800) serves as an effective investment tool for investors looking to gain exposure to the rare metals industry [7]

Group 1 - The company, Galaxy Magnetic, announced its participation in an investor online reception day and semi-annual report performance briefing scheduled for September 12, 2025 [2] - The event is organized by the Sichuan Listed Companies Association and Shenzhen Panorama Network Co., Ltd [2] - The timing of the event is set for 14:00 to 17:00 on the specified date [2]

本次活动将采用网络远程的方式举行，投资者可登录"全景路演"（https://rs.p5w.net） 参与本次互动交流，活动时间为 2025 年 9 月 12 日（周五）14:00—17:00。届时公司高管将 在线就公司 2024 年度及 2025 年半年度业绩、公司治理、发展战略、经营状况、融资计划、 股权激励和可持续发展等投资者关心的问题，与投资者进行沟通与交流，欢迎广大投资者踊 跃参与！ 特此公告。 关于参加四川辖区 2025 年投资者网上集体接待日 及半年度报告业绩说明会活动的公告 本公司及董事会全体成员保证公告的内容真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 为进一步加强与投资者的互动交流，成都银河磁体股份有限公司（以下简称"公司"） 将参加由四川省上市公司协会、深圳市全景网络有限公司联合举办的"四川辖区 2025 年投资 者网上集体接待日及半年度报告业绩说明会"活动，现将相关事项公告如下： 证券代码：300127 证券简称：银河磁体 公告编号：2025-033 成都银河磁体股份有限公司 成都银河磁体股份有限公司 董事会 2025 年 9 月 5 日 ...

Market Overview - On September 1, the metal new materials sector declined by 0.91%, with Zhongzhou Special Materials leading the drop [1] - The Shanghai Composite Index closed at 3875.53, up 0.46%, while the Shenzhen Component Index closed at 12828.95, up 1.05% [1] Top Performers in Metal New Materials Sector - Aluminum Science and Technology (300811) closed at 78.62, up 6.32% with a trading volume of 201,800 shares and a transaction value of 1.559 billion [1] - Jiangnan New Materials (603124) closed at 93.61, up 3.98% with a trading volume of 51,400 shares and a transaction value of 470 million [1] - Chitong New Materials (300930) closed at 32.97, up 3.97% with a trading volume of 33,800 shares and a transaction value of 110 million [1] Underperformers in Metal New Materials Sector - Zhongzhou Special Materials (300963) closed at 19.60, down 3.64% with a trading volume of 244,300 shares and a transaction value of 480 million [2] - Jinli Permanent Magnet (300748) closed at 39.65, down 3.29% with a trading volume of 1,353,400 shares [2] - Galaxy Magnet (300127) closed at 33.52, down 2.84% with a trading volume of 181,300 shares [2] Capital Flow Analysis - The metal new materials sector experienced a net outflow of 2.024 billion from institutional investors, while retail investors saw a net inflow of 1.605 billion [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors pulling back while retail investors are more active [2] Individual Stock Capital Flow - Aluminum Science and Technology (300811) had a net inflow of 86.8654 million from institutional investors, while retail investors had a net outflow of 11.0 million [3] - Chitong New Materials (300930) saw a net inflow of 13.6276 million from institutional investors, but retail investors had a net outflow of 812.81 thousand [3] - Jiangnan New Materials (603124) had a net inflow of 1.2722 million from institutional investors, with retail investors seeing a net inflow of 426.71 thousand [3]

Group 1 - The rare earth permanent magnet sector experienced a decline of 1.48% [1] - Among the companies, Beikong Technology saw a drop of 5.23% [1] - Dadi Xiong and Gangyan Nake fell by 4.34% and 4.31% respectively [1] - Shenghe Resources, Northern Rare Earth, and Galaxy Magnet all decreased by over 3% [1]

Group 1 - The company, Galaxy Magnetic (300127.SZ), announced that its director, He Jinzhu, plans to reduce his shareholding by up to 460,000 shares, which represents no more than 0.1424% of the company's total share capital [1]

Summary of Key Points Core Viewpoint - On August 29, Guizhou Moutai announced plans for a significant share buyback, while 13 other listed companies disclosed their intentions to reduce shareholdings [1][2]. Group 1: Guizhou Moutai - The controlling shareholder of Guizhou Moutai intends to increase its stake by purchasing shares worth between 3 billion to 3.3 billion yuan [2]. Group 2: Companies Reducing Holdings - Several companies announced share reductions, including: - Siyi Information: Five actual controllers plan to reduce their holdings by up to 3% [2]. - Galaxy Magnetics: Director He Jinzhu plans to sell no more than 460,000 shares [2]. - Pinwo Food: The controlling shareholder Wang Mu intends to reduce his stake by up to 3% [2]. - Dike Co., Ltd.: Shareholders from Wuxi Diyin Technology, Wuxi Saide Technology, and Wuxi Shanghui Jia plan to reduce their holdings by up to 1% [2]. - Hengguang Co., Ltd.: Shareholder Xiangjiang Investment plans to reduce its stake by up to 2.99% [2]. - New Open Source: Deputy General Manager Zou Xiaowen plans to sell no more than 125,200 shares [2]. - Nawei Technology: Shareholders intend to reduce their holdings by up to 2.6759% [2]. - Aojing Medical: Shareholders plan to reduce their stake by up to 1% [2]. - Huasheng Tiancai: Director Wang Weihang and Supervisor Qian Jiying plan to reduce their holdings by up to 0.9984% [2]. - Kosen Technology: Director Tan Chai Hau plans to reduce his stake by up to 0.0615% [2]. - Aorite: Tian Tai Bolong plans to reduce its holdings by up to 0.54% [2]. - Zhejiang Wen Film: Shareholder Qian Wenlong plans to reduce his stake by up to 0.4308% [2]. - Chenxin Pharmaceutical: Shareholder Shi Sihua plans to reduce his holdings by up to 1% [2].