Core Viewpoint - Jinli Permanent Magnet (300748) expects a net profit attributable to shareholders of 660 million to 760 million yuan for 2025, representing a year-on-year growth of 127% to 161% [1] Company Performance - The company has established long-term stable partnerships with leading enterprises in various fields, including new energy vehicles, automotive components, energy-saving variable frequency air conditioning, wind power generation, robotics, industrial servo motors, 3C, low-altitude aircraft, and energy-saving elevators [1] - In 2025, the company has already delivered small batches of products in the fields of motor rotors and magnetic materials for humanoid robots, as well as products for low-altitude aircraft [1]

证券代码：300748 证券简称：金力永磁 公告编号：2026-001 江西金力永磁科技股份有限公司 2025 年年度业绩预告 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。 一、本期业绩预计情况 3、本年度因 A 股、H 股股权激励以及 H 股可转债发行，导致相关的股份支 付费用、财务费用等费用合计约 1.1 亿元。 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日 2、预计的业绩：预计净利润为正值且属于同向上升 50%以上情形 | 项目 | 本报告期 | 上年同期 | | --- | --- | --- | | 归属于上市公司股 东的净利润 | 盈利：66,000 万元- 76,000 万元 | 盈利：29,104.30 万元 | | | 比上年同期增长：127%-161% | | | 归属于上市公司股 | 盈利：58,000 万元- 万元 68,000 | 万元 盈利：17,025.32 | | 东的扣除非经常性 | | | | 损益后的净利润 | 比上年同期增长：241%-300% | | 二、与会计师事务所沟通情况 ...

Group 1: Automotive Industry - Xiaomi's Lei Jun announced the upcoming launch of the new generation SU7 luxury high-performance electric sedan, expected in April [1] - The new SU7 will feature enhancements based on customer feedback, including new colors, wheels, and interior designs, as well as improved safety with standard laser radar and fully equipped driver assistance [1] - Significant breakthroughs in battery range and advancements in smart chassis and cockpit technology are highlighted, promising an unparalleled driving experience [1] Group 2: Gold Reserves - The People's Bank of China reported an increase in gold reserves to 74.15 million ounces (approximately 2306.323 tons) by the end of December, marking a month-on-month increase of 30,000 ounces (approximately 0.93 tons) [2] Group 3: Stock Market Performance - The Shanghai Composite Index rose by 0.29% nearing the 4100-point mark, with significant gains in sectors such as rare earths and semiconductor equipment [3] - Over 2500 stocks in the market experienced gains, with notable performances in storage chips, photolithography, and controlled nuclear fusion sectors [3] - The semiconductor equipment sector saw major stocks like ChipSource and North Huachuang reaching historical highs [3] Group 4: Logistics Industry - The China Logistics and Purchasing Federation reported that the logistics industry prosperity index for December 2025 reached its highest for the year at 52.4%, reflecting a 1.5 percentage point increase month-on-month [5] - Key indicators such as business volume, equipment utilization, new orders, and personnel indices are all in the expansion range and showing upward trends [5] - The logistics business volume index has been on a two-month rise, with balanced improvements across eastern, central, and western regions [5] Group 5: Regulatory Developments - The State Administration for Market Regulation and the National Internet Information Office jointly released the "Regulations on the Supervision of Network Transaction Platforms," aimed at standardizing platform rules and protecting the rights of all parties involved in online transactions [16] - The regulations emphasize the responsibilities of platform operators in rule-making and execution, including obligations for information disclosure and consumer protection [16] - The regulations prohibit unreasonable restrictions on operators' business activities and the use of big data for unfair practices [16]

| 2. 股份分類 | 普通股 | 股份類別 | A | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 300748 | 說明 | | 於深圳證券交易所上市 | | | | | | | | 法定/註冊股份數目 | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 1,144,491,123 | RMB | | 1 RMB | | 1,144,491,123 | | 增加 / 減少 (-) | | | | | | RMB | | | | 本月底結存 | | | 1,144,491,123 | RMB | | 1 RMB | | 1,144,491,123 | 第 1 頁 共 10 頁 v 1.1.1 本月底法定/註冊股本總額： RMB 1,372,131,923 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | -- ...

本月底法定/註冊股本總額： RMB 1,372,131,923 第 1 頁 共 10 頁 v 1.1.1 | 2. 股份分類 | 普通股 | 股份類別 | A | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 300748 | 說明 | | 於深圳證券交易所上市 | | | | | | | | 法定/註冊股份數目 | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 1,144,491,123 | RMB | | 1 RMB | | 1,144,491,123 | | 增加 / 減少 (-) | | | | | | RMB | | | | 本月底結存 | | | 1,144,491,123 | RMB | | 1 RMB | | 1,144,491,123 | | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | -- ...

Group 1 - The Chinese government is considering tightening the export license review for medium and heavy rare earth items scheduled for April 4, 2025, due to Japan's recent poor performance [3] - The Ministry of Commerce has announced a ban on all dual-use items exported to Japanese military users and any end-users that enhance Japan's military capabilities, in accordance with the Export Control Law of the People's Republic of China [3]

Core Viewpoint - The rare earth and precious metals sectors are experiencing significant price increases, driven by supply constraints and strong demand, particularly in the context of China's regulatory measures and global economic conditions [1][2]. Group 1: Market Performance - The National Securities Nonferrous Metals Industry Index (399395) rose by 1.88%, with notable gains in individual stocks such as Rare Earth (600259) up 10.00%, Shengtun Mining (600711) up 9.01%, and Xingye Silver Tin (000426) up 7.57% [1]. - The Nonferrous ETF Fund (159880) increased by 2.01%, marking its fifth consecutive rise, with the latest price reported at 2.13 yuan [1]. Group 2: Supply and Demand Dynamics - On the supply side, domestic rare earth supply regulation is expected to smooth out the issuance of quotas, while overseas supply is projected to continue growing as new projects come online [2]. - Demand for rare earths is anticipated to remain strong, particularly from the electric vehicle sector and robotics, further emphasizing the scarcity of resources and potentially driving prices higher [2]. Group 3: Gold and Silver Market Insights - Global central banks continue to increase their gold holdings, which supports the ongoing bullish trend in gold prices, especially during periods of interest rate cuts [2]. - Silver ETF holdings are expected to rise significantly by 2025, driven by its financial attributes, which will likely contribute to an increase in silver prices [2]. Group 4: Index Composition - As of December 31, 2025, the top ten weighted stocks in the National Securities Nonferrous Metals Industry Index (399395) include Zijin Mining (601899), Luoyang Molybdenum (603993), and Northern Rare Earth (600111), collectively accounting for 51.65% of the index [3].

Group 1 - Jinli Permanent Magnet (300748) (06680) saw a rise of over 4%, currently up 3.75% at HKD 20.18, with a trading volume of HKD 165 million [1] - According to reliable sources cited by China Daily, the Chinese government is considering tightening the export license review for medium and heavy rare earth items listed for April 4, 2025, due to Japan's recent poor performance [1] - The Ministry of Commerce previously announced a ban on all dual-use items exported to Japanese military users and any end-users that contribute to enhancing Japan's military capabilities, in accordance with the Export Control Law of the People's Republic of China [1]

消息面上，据中国日报报道，可靠消息人士称，鉴于日本近期恶劣表现，中国政府正考虑针对性收紧 2025年4月4日列管的中重稀土相关物项出口许可审查。此前，商务部公告，根据《中华人民共和国出口 管制法》等法律法规有关规定，禁止所有两用物项对日本军事用户、军事用途，以及一切有助于提升日 本军事实力的其他最终用户用途出口。 智通财经APP获悉，金力永磁(06680)涨超4%，截至发稿，涨3.75%，报20.18港元，成交额1.65亿港元。 ...

证券之星消息，1月6日金属新材料板块较上一交易日上涨1.04%，天力复合领涨。当日上证指数报收于 4083.67，上涨1.5%。深证成指报收于14022.55，上涨1.4%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 920576 | 天力复合 | 87.77 | 29.99% | 14.41万 | | 11.07亿 | | 300855 | 图南股份 | 33.90 | 4.99% | 12.64万 | | 4.19 Z | | 603124 | 江南新材 | 86.73 | 4.02% | 3.34万 | | 2.89亿 | | 920751 | 惠同新材 | 21.99 | 3.63% | 1.86万 | | 4022.92万 | | 600255 | 整科材料 | 4.00 | 2.83% | 105.76万 | | 4.20亿 | | 603072 | 天和磁材 | 42.37 | 2.42% | 4.89万 | | 2.07亿 | ...