据Mysteel不完全统计，截至2026年2月4日，北方稀土、盛和资源、金力永磁等12家上市稀土企业披露2025年度业绩预告，且全部 预喜。其中，中科三环净利润增幅最大，同比增长566.23%-899.35%；盛和资源净利润增幅位居第二，同比预增281.28%-339.20%。 具体如下： 表:2025年上市稀土企业业绩预告 据Mysteel不完全统计，截至2026年2月4日，北方稀土、盛和资源、金力永磁等12家上市稀土企业披露2025年度业绩预告，且全部 预喜。其中，中科三环净利润增幅最大，同比增长566.23%-899.35%；盛和资源净利润增幅位居第二，同比预增281.28%-339.20%。 具体如下： | 稀土企业 | | 净利润 | | --- | --- | --- | | 北方稀土 | 21.76-23.56 ↑ | 116.67%-134.60% | | 盛和资源 | 7.90-9.10 ↑ | 281.28%-339.20% | | 金力永磁 | 6.60-7.60 ↑ | 127.00%-161.00% | | 正海磁材 | 3.10-3.80 ↑ | 235.72%-311.52% | ...

2月3日，正海磁材涨3.91%，成交额6.29亿元。两融数据显示，当日正海磁材获融资买入额4457.06万 元，融资偿还5552.22万元，融资净买入-1095.16万元。截至2月3日，正海磁材融资融券余额合计5.78亿 元。 分红方面，正海磁材A股上市后累计派现12.80亿元。近三年，累计派现4.94亿元。 机构持仓方面，截止2025年9月30日，正海磁材十大流通股东中，香港中央结算有限公司位居第六大流 通股东，持股739.92万股，相比上期增加215.23万股。前海开源沪港深核心资源混合A（003304）位居 第七大流通股东，持股622.05万股，相比上期增加185.14万股。嘉实中证稀土产业ETF（516150）位居 第八大流通股东，持股541.30万股，为新进股东。华夏双债债券A（000047）位居第十大流通股东，持 股526.97万股，为新进股东。南方中证1000ETF（512100）、国寿安保智慧生活股票A（001672）、华 夏中证1000ETF（159845）退出十大流通股东之列。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参 ...

截至9月30日，正海磁材股东户数8.26万，较上期增加20.95%；人均流通股11231股，较上期减少 7.86%。2025年1月-9月，正海磁材实现营业收入49.73亿元，同比增长30.54%；归母净利润2.28亿元，同 比增长20.46%。 分红方面，正海磁材A股上市后累计派现12.80亿元。近三年，累计派现4.94亿元。 机构持仓方面，截止2025年9月30日，正海磁材十大流通股东中，香港中央结算有限公司位居第六大流 通股东，持股739.92万股，相比上期增加215.23万股。前海开源沪港深核心资源混合A（003304）位居 第七大流通股东，持股622.05万股，相比上期增加185.14万股。嘉实中证稀土产业ETF（516150）位居 第八大流通股东，持股541.30万股，为新进股东。华夏双债债券A（000047）位居第十大流通股东，持 股526.97万股，为新进股东。南方中证1000ETF（512100）、国寿安保智慧生活股票A（001672）、华 夏中证1000ETF（159845）退出十大流通股东之列。 融资方面，正海磁材当日融资买入1.04亿元。当前融资余额6.07亿元，占流通市值的3.73%， ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | | 成交额(元) | | --- | --- | --- | --- | --- | --- | --- | | 603045 | 福达台金 | 26.80 | -6.94% | | 12.70万 | 3.49 Z | | 300811 | 铂科新材 | 79.30 | -4.18% | | 12.50万 | 10.18亿 | | 061889 | 云路股份 | 99.39 | -4.12% | | 2.27万 | 2.33亿 | | 688102 | 斯瑞新材 | 40.94 | -3.58% | 1 | 25.21万 | 10.59亿 | | 300855 | 图南股份 | 38.02 | -3.08% | | 8.41万 | 3.27亿 | | 920751 | 惠同新材 | 25.22 | -2.85% | | 1.81万 | 4621.50万 | | 688456 | 有研粉材 | 60.57 | -2.70% | | 4.63万 | 2.84亿 | | 000969 | 安泰科技 | 24.56 | -2.46% | | 53.34 ...

Somore 山 东 松 茂 律 师 事 务 所 山东松茂律师事务所 关于烟台正海磁性材料股份有限公司 2026 年第一次临时股东会的法律意见书 致：烟台正海磁性材料股份有限公司 根据《中华人民共和国证券法》(以下简称"《证券法》")、《中 华人民共和国公司法》(以下简称"《公司法》")和中国证券监督管 理委员会(以下简称"中国证监会")关于《上市公司股东会规则》(以 下简称"《股东会规则》")等法律、法规和规范性文件的要求，山 东松茂律师事务所(以下简称"本所")接受烟台正海磁性材料股份有 限公司(以下简称"公司")委托，指派本所律师出席公司 2026 年第 一次临时股东会(以下简称"本次股东会")，并出具本法律意见书。 为出具本法律意见书，本所律师对公司本次股东会所涉及的有关 事项进行了审查，查阅了公司本次股东会的有关文件和材料，并对有 关问题进行了必要的核查和验证。本所律师得到公司如下保证，即其 已提供了本所律师认为出具本法律意见书所必需的材料，所提供的原 始文件、副本、复印件等书面材料、口头证言均符合真实、准确、完 整的要求，有关副本、复印件材料与正本原始材料一致。 在本法律意见书中，本所律师根据《股 ...

2026 年第一次临时股东会决议公告 证券代码：300224 证券简称：正海磁材 公告编号：2026-007 烟台正海磁性材料股份有限公司 2026 年第一次临时股东会决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 1、本次股东会不存在否决议案的情形。 2、本次股东会不涉及变更以往股东会决议的情形。 一、会议召开和出席情况 （一）会议时间： 1、现场会议时间：2026 年 1 月 28 日（星期三）下午 14:30。 2、网络投票时间：通过深圳证券交易所交易系统进行网络投票的具体时间 为：2026 年 1 月 28 日上午 9:15-9:25，9:30-11:30 和下午 13:00 至 15:00。通 过深圳证券交易所互联网投票系统进行投票的具体时间为：2026 年 1 月 28 日上 午 9:15 至下午 15:00 期间的任意时间。 （二）现场会议召开地点：山东省烟台经济技术开发区汕头大街 9 号公司一 楼会议室 （三）会议召开方式：现场投票与网络投票相结合 （四）会议召集人：公司董事会 （五）会议主持人：公司董事长王庆凯先生 （六 ...

证券之星消息，1月28日金属新材料板块较上一交易日上涨1.25%，银河磁体领涨。当日上证指数报收于 4151.24，上涨0.27%。深证成指报收于14342.9，上涨0.09%。金属新材料板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300127 | 银河磁体 | 36.68 | 7.88% | 30.75万 | | 10.89亿 | | 301141 | 中科磁业 | 64.62 | 6.88% | 11.74万 | | 7.42亿 | | 688077 | 大地熊 | 35.51 | 5.62% | 9.11万 | | 3.16亿 | | 300835 | 龙磁科技 | 75.96 | 5.40% | 6.83万 | | 5.06亿 | | 603072 | 天和磁材 | 45.99 | 4.88% | 13.91万 | | 6.24亿 | | 600255 | 整科材料 | 4.32 | 4.10% | 238.08万 | | 10.23亿 | | ...

Investment Rating - The industry rating is "Recommended" [3] Core Views - Short-term raw material supply tightness is expected to support nickel prices, with LME nickel spot price reaching $18,630 per ton, up 5.70% from January 16 [1] - The cobalt market is anticipated to see continued price increases due to structural supply tightness, with electrolytic cobalt priced at 438,000 yuan per ton, down 3.74% from January 16 [2][5] - Domestic antimony supply remains tight, providing price support, with antimony ingot prices at 160,500 yuan per ton [6] - Lithium carbonate prices are expected to continue rising, with a market average of 171,100 yuan per ton, up 8.36% from January 16 [8][19] - Supply uncertainties in the rare earth market are expected to support prices, with significant global supply concentration in China [10][20] - Tin prices are supported by overseas supply uncertainties, with LME tin prices at $54,200 per ton, up 9.66% from January 16 [11][21] - Tungsten market supply-demand imbalance is notable, with white tungsten concentrate prices at 535,500 yuan per ton, up 5.93% from January 16 [13][22] - Uranium supply tightness is expected to persist, with global uranium prices at $63.51 per pound [14][15] Summary by Sections Nickel and Cobalt Industry Update - Nickel prices are supported by supply constraints, with Indonesia's nickel mining production quota expected to be reduced to 250-260 million tons [1][16] - Cobalt supply is projected to tighten further, with Congo's export quotas confirmed to extend into 2026 [2][17] Antimony Industry Update - Antimony supply remains tight, with domestic prices expected to rise due to export restrictions and seasonal supply issues [6][18] Lithium Industry Update - Lithium carbonate prices are expected to remain strong due to demand support and supply uncertainties, particularly regarding the recovery of key lithium mines [8][19] Rare Earth Industry Update - The rare earth market is facing supply tightening due to export bans and geopolitical factors, with China maintaining a dominant position [10][20] Tin Industry Update - Tin prices are supported by uncertainties in overseas supply, particularly from Myanmar and Congo [11][21] Tungsten Industry Update - The tungsten market is experiencing a supply-demand imbalance, with prices expected to rise due to limited new supply [13][22] Uranium Industry Update - Uranium prices are supported by ongoing supply tightness and geopolitical factors affecting production [14][15]

Investment Rating - The investment rating for the small metals industry is "Positive" (maintained) [5] Core Views - The supply-demand tension continues, with tungsten and tin prices breaking historical highs [4] - Rare earth elements are experiencing a supply tightness, leading to increased prices, particularly for praseodymium and neodymium oxide, which rose by 7.69% to 672,500 CNY/ton [12] - Molybdenum prices are expected to stabilize due to cost support and improved supply-demand dynamics, despite a recent decline [23] - Tungsten prices are at historical highs due to supply contraction and price increases in long-term contracts [30] - Tin prices are strong due to macroeconomic factors and ongoing supply disruptions, with SHFE tin rising by 21.85% to 429,600 CNY/ton [33] - Antimony prices are fluctuating, awaiting signals for export recovery, with recent increases noted [42] Summary by Sections Rare Earths - Praseodymium and neodymium oxide prices increased by 7.69% to 672,500 CNY/ton, while dysprosium decreased by 1.39% to 1,420,000 CNY/ton [12][4] - The supply side remains tight due to policy and supply constraints, while demand from downstream magnetic material companies has shifted from just-in-time purchasing to stockpiling [4] Molybdenum - Molybdenum concentrate prices fell by 1.94% to 4,035 CNY/ton, and molybdenum iron prices decreased by 1.90% to 258,500 CNY/ton [23] - The market sentiment is supported by a stabilization in international molybdenum oxide prices and reduced mine shipments [23] Tungsten - Black tungsten concentrate prices rose by 11.43% to 536,000 CNY/ton, and ammonium paratungstate prices increased by 12.06% to 790,000 CNY/ton [30] - Supply is tightening due to reduced mining quotas and slower production rates, while domestic demand remains stable [30] Tin - SHFE tin prices increased by 21.85% to 429,600 CNY/ton, and LME tin prices rose by 21.73% to 54,200 USD/ton [33] - Supply disruptions from key mining regions and strong demand from traditional and emerging sectors are driving price increases [33] Antimony - Antimony ingot prices rose by 1.26% to 160,500 CNY/ton, and antimony concentrate prices increased by 1.42% to 142,500 CNY/ton [42] - The supply remains tight, and demand is expected to decline as the market approaches the Lunar New Year [42]

烟台正海磁性材料股份有限公司成立于2000年4月，法定代表人为王庆凯，经营范围为生产销售各种磁 性材料及相关元器件，货物和技术的进出口。股东信息显示，该公司由正海集团有限公司、山东省国有 资产投资控股有限公司、烟台正海置业有限公司等共同持股。 来源：中国能源网 天眼查工商信息显示，近日，正海磁材（300224）发生工商变更，注册资本由约8.4亿人民币增至约9.3 亿人民币，增幅约11%。 ...