关于控股股东及其一致行动人 持股比例被动稀释触及 1%整数倍的公告 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。 特别提示： 1、本次权益变动系烟台正海磁性材料股份有限公司（以下简称"公司"） 可转债转股使公司总股本增加，导致控股股东及其一致行动人合计持有公司股份 比例由 44.81%被动稀释至 43.83%，触及 1%整数倍。 2、本次权益变动不涉及要约收购，不会导致公司实际控制人发生变化，不 会影响公司的治理结构和持续经营。 证券代码：300224 证券简称：正海磁材 公告编号：2025-08-01 债券代码：123169 债券简称：正海转债 烟台正海磁性材料股份有限公司 5.被限制表决权的股份情况 按照《证券法》第六十三条 的规定，是否存在不得行使 表决权的股份 是□ 否 6.30%以上股东增持股份的进一步说明（不适用） 7.备查文件 1．中国证券登记结算有限责任公司持股变动明细□ 2．相关书面承诺文件 3．律师的书面意见□ 4．深交所要求的其他文件 近日，因公司可转债转股导致公司总股本增加，公司控股股东及其一致行动 人合计权益比例被动稀释，现将本次权 ...

Core Viewpoint - The metal new materials sector experienced a decline of 1.53% on August 26, with New Lai Fu leading the drop [1] Group 1: Market Performance - The Shanghai Composite Index closed at 3868.38, down 0.39% [1] - The Shenzhen Component Index closed at 12473.17, up 0.26% [1] Group 2: Individual Stock Performance - Notable gainers included: - Jinli Permanent Magnet (300748) with a closing price of 37.40, up 2.86% [1] - Fuda Alloy (603045) with a closing price of 19.79, up 2.27% [1] - Longda Co., Ltd. (688231) with a closing price of 22.33, up 2.15% [1] - Notable losers included: - New Lai Fu (301323) with a closing price of 55.27, down 6.48% [2] - Zhongke Magnetic V (301141) with a closing price of 73.86, down 5.50% [2] - Zhenghai Magnetic Materials (300224) with a closing price of 18.49, down 5.33% [2] Group 3: Capital Flow - The metal new materials sector saw a net outflow of 2.149 billion yuan from main funds, while retail investors contributed a net inflow of 1.851 billion yuan [2]

证券代码：300224 证券简称：正海磁材 公告编号：2025-18-10 债券代码：123169 债券简称：正海转债 烟台正海磁性材料股份有限公司 关于提前赎回正海转债的第二次提示性公告 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。 特别提示： 1、"正海转债"赎回价格：100.50 元/张（含当期应计利息，当期年利率为 0.60%，且当期利息含税），扣税后的赎回价格以中国证券登记结算有限责任公司 深圳分公司（以下简称"中国结算"）核准的价格为准。 2、赎回条件满足日：2025 年 8 月 22 日 3、停止交易日：2025 年 9 月 17 日 4、赎回登记日：2025 年 9 月 19 日 11、根据安排，截至 2025 年 9 月 19 日收市后仍未转股的"正海转债"将 被强制赎回，本次赎回完成后，"正海转债"将在深圳证券交易所（以下简称"深 交所"）摘牌，特别提醒"正海转债"持有人注意在限期内转股。债券持有人持 有的"正海转债"如存在被质押或被冻结的，建议在停止转股日前解除质押或冻 结，以免出现因无法转股而被赎回的情形。 12、债券持有人若转股，需 ...

Core Viewpoint - The company, Zhenghai Magnetic Materials, reported a mixed performance in the first half of 2025, with revenue growth but a decline in net profit, attributed to market competition and international trade environment changes [3][4]. Group 1: Financial Performance - In the first half of 2025, the company achieved total revenue of 3.057 billion yuan, a year-on-year increase of 20.42% [3] - The net profit attributable to shareholders was 113 million yuan, a year-on-year decrease of 24.39% [3] - Basic earnings per share were 0.14 yuan, down 22.22% year-on-year [3] - Total assets amounted to 8.664 billion yuan, a decrease of 1.27% year-on-year [3] - Net assets were 3.901 billion yuan, down 1.28% year-on-year [3] Group 2: Reasons for Performance Changes - The company focused on quality revenue and growth, optimizing product and customer structures to enhance competitiveness [4] - In Q1, operational efficiency improved, and profitability gradually increased, while Q2 faced pressure due to international trade changes and intensified domestic competition [4] - The company saw a significant recovery in overseas business, with export shipment volume increasing year-on-year, driven by both existing and new customer demands [4] Group 3: Product Application Areas - The company's high-performance neodymium-iron-boron permanent magnetic materials are primarily used in high-end applications in new energy, energy-saving, and intelligent sectors, including electric vehicles and smart consumer electronics [5] Group 4: Product Shipment Volume - The company reported a product shipment volume growth of over 20% year-on-year, with shipments in the energy-saving and new energy vehicle market increasing by over 30% [6] Group 5: Core Technology Applications - In the first half of 2025, the coverage of grain optimization technology (TOPS) in products remained above 90%, while diffusion technology (THRED) coverage was around 80% [7] - The production of non-rare earth magnets increased by 55% year-on-year, and ultra-light rare earth magnet shipments grew by 82% [7] Group 6: Developments in Humanoid Robotics - The company has been recognized as a valuable materials enterprise in the humanoid robotics field, with a strong market share and established partnerships with both international and domestic leading companies [8] Group 7: Customer Base - The company serves a diverse customer base, including Fortune 500 companies and leading enterprises in various sectors, achieving 100% coverage with top international automotive brands and major players in energy-saving and new energy vehicles [9] Group 8: R&D Strategy - The company adheres to dual strategic R&D focuses on maintaining internal innovation and external leadership, while balancing rare earth resources to reduce costs and enhance material technology [9]

Core Viewpoint - Zhenghai Magnetic Materials experienced a significant increase in stock price and trading volume, indicating strong market interest and activity in the company [1] Group 1: Financial Performance - As of June 30, 2025, Zhenghai Magnetic Materials reported a revenue of 3.057 billion yuan, representing a year-on-year growth of 20.42% [2] - The company's net profit attributable to shareholders was 113 million yuan, showing a decline of 24.39% compared to the previous period [2] Group 2: Shareholder and Market Activity - On August 25, 2023, Zhenghai Magnetic Materials' stock price rose by 8.02%, with a trading volume of 2.531 billion yuan [1] - The company had a total of 68,300 shareholders as of June 30, 2025, an increase of 3.26% from the previous period [2] - The average number of circulating shares per shareholder decreased by 3.21% to 12,190 shares [2] Group 3: Financing and Margin Trading - On August 25, 2023, the financing buy-in amount for Zhenghai Magnetic Materials was 314 million yuan, with a net buy of approximately 31.37 million yuan [1] - The total margin trading balance reached 607 million yuan, accounting for 3.70% of the circulating market value, which is above the 90th percentile of the past year [1] - The company had a margin balance of 2.404 million yuan with a short selling volume of 6,200 shares on the same day [1] Group 4: Dividend Distribution - Since its A-share listing, Zhenghai Magnetic Materials has distributed a total of 1.28 billion yuan in dividends, with 494 million yuan distributed over the last three years [3] Group 5: Institutional Holdings - As of June 30, 2025, major institutional shareholders included Hong Kong Central Clearing Limited and several ETFs, with notable increases in holdings [3]

证券代码：300224 证券简称：正海磁材 公告编号：2025-18-09 票适当性管理要求的，不能将所持"正海转债"转换为股票，特提请投资者关注 不能转股的风险。 债券代码：123169 债券简称：正海转债 烟台正海磁性材料股份有限公司 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。 特别提示： 深圳分公司（以下简称"中国结算"）核准的价格为准。 被强制赎回，本次赎回完成后， "正海转债"将在深圳证券交易所（以下简称"深 交所"）摘牌，特别提醒"正海转债"持有人注意在限期内转股。债券持有人持 有的"正海转债"如存在被质押或被冻结的，建议在停止转股日前解除质押或冻 结，以免出现因无法转股而被赎回的情形。 海转债"，将按照 100.50 元/张的价格强制赎回，因目前"正海转债"二级市场 价格与赎回价格存在较大差异，特别提醒"正海转债"持有人注意在限期内转股， 如果投资者未及时转股，可能面临损失，敬请投资者注意投资风险。 自 2025 年 7 月 25 日至 2025 年 8 月 22 日，烟台正海磁性材料股份有限公司 （以下简称"公司"）股票价格已有 15 个交 ...

Group 1: Industry Overview - The overall attention on industries such as electric power equipment, basic chemicals, food and beverages, steel, and petrochemicals has increased year-on-year [3][12][21] - Weekly, the total number of research engagements across all A-shares has rebounded, although it remains below the levels of the same period in 2024, indicating a recovery in research interest [13][21] - Monthly, in July, the total number of research engagements across all A-shares continued to decline compared to the previous month and was lower than in 2024, with a total of 1,376 engagements [21][22] Group 2: Individual Company Insights - Yufeng Group has been frequently researched, with four engagements last week, as the company continues to expand its production capacity and solidify its leading position in the steel industry [31] - Meiyingsen has also seen significant attention, with four research engagements last week, as the company expands its overseas market presence to meet customer needs and enhance its competitiveness [4][31] - Other companies such as Ice Wheel Environment, Zhenghai Magnetic Materials, and Jiemai Technology have also garnered considerable market interest recently [27][32]

证券代码：300224 证券简称：正海磁材 公告编号：2025-18-09 债券代码：123169 债券简称：正海转债 烟台正海磁性材料股份有限公司 关于提前赎回正海转债的第一次提示性公告 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。 特别提示： 1、"正海转债"赎回价格：100.50 元/张（含当期应计利息，当期年利率为 0.60%，且当期利息含税），扣税后的赎回价格以中国证券登记结算有限责任公司 深圳分公司（以下简称"中国结算"）核准的价格为准。 2、赎回条件满足日：2025 年 8 月 22 日 3、停止交易日：2025 年 9 月 17 日 4、赎回登记日：2025 年 9 月 19 日 5、赎回日：2025 年 9 月 22 日 公司于 2025 年 8 月 22 日召开六届董事会第四次会议，审议通过了《关于提 前赎回正海转债的议案》，结合当前市场及公司自身情况，为减少利息支出，提 高资金利用效率，降低公司财务费用及资金成本，经过审慎考虑，公司董事会决 定本次行使"正海转债"的提前赎回权利，并授权公司管理层负责后续"正海转 债"赎回的全部事宜。现将 ...

Core Viewpoint - Northern Rare Earth has reached the daily limit increase, following similar performance from companies such as Jinli Permanent Magnet, Baogang Co., and China Steel Tianyuan, which also hit the daily limit increase. Other companies like Benlang New Materials, Dadi Bear, Huicheng Environmental Protection, and Zhenghai Magnetic Materials have seen their stock prices rise by over 10% [1] Group 1 - Northern Rare Earth has experienced a significant stock price increase, reaching the daily limit [1] - Jinli Permanent Magnet, Baogang Co., and China Steel Tianyuan have also reached their daily limit increase [1] - Several other companies, including Benlang New Materials, Dadi Bear, Huicheng Environmental Protection, and Zhenghai Magnetic Materials, have seen stock price increases exceeding 10% [1]

Core Viewpoint - The rare earth permanent magnet sector is experiencing significant price increases due to supply constraints and structural demand surges, leading to a bullish outlook for related companies [3][4]. Price Movement - As of the latest report, several companies in the rare earth sector have seen substantial stock price increases, with Jinli Permanent Magnet rising over 19% and Dadi Bear increasing over 10% [1]. - Specific price movements include: - Jinli Permanent Magnet: 36.25, up 19.64% [2] - Dadi Bear: 37.84, up 10.35% [2] - North Rare Earth: 51.56, up 7.53% [2] - China Rare Earth: 49.89, up 5.08% [2] Price Increases in Rare Earth Materials - Prices for key rare earth materials have surged, with average increases exceeding 100,000 yuan/ton since August. Specific price data includes: - Praseodymium oxide: 657,500 yuan/ton, up 58% year-to-date [2] - Neodymium oxide: 657,500 yuan/ton, up 62.95% year-to-date [2] - Metal praseodymium-neodymium: 767,500 yuan/ton, up 56.15% year-to-date [2] Supply and Demand Dynamics - The primary drivers for the price increases are ongoing supply tightening and a structural demand explosion, leading to a supply-demand imbalance [3]. - The strategic importance of rare earths is highlighted by their dual-use nature in military and civilian applications, further tightening supply controls [3]. Regulatory Environment - New regulations have been introduced to manage rare earth mining and processing, emphasizing compliance and potential penalties for violations [3][4]. - The recent policy changes allow smaller rare earth companies to obtain production quotas, which could enhance competition in the sector [4]. Impact on Related Industries - The rising prices of rare earth materials are expected to affect several sectors: - **New Energy Vehicles**: Increased costs for rare earth materials will impact the cost structure of the electric vehicle supply chain [5]. - **Wind Power Equipment**: The cost of manufacturing wind turbines will rise due to the need for rare earth materials in permanent magnet direct drive technology [5]. - **Electronics Manufacturing**: The price increase will drive companies to optimize product structures and enhance technological capabilities [6]. Key Companies to Watch - **North Rare Earth**: The largest light rare earth producer in China, with a complete industry chain [7]. - **Zhongke Sanhuan**: Focused on rare earth permanent magnet materials, strong in electric vehicles and variable frequency appliances [7]. - **Jinli Permanent Magnet**: A leading producer of high-performance neodymium-iron-boron permanent magnets, primarily used in electric vehicles and variable frequency air conditioners [7]. - **Zhenghai Magnetic Materials**: Specializes in high-performance neodymium-iron-boron magnets and electric motor drive systems for electric vehicles [7].