Group 1 - The establishment of Jiaxing Jinci Equity Investment Partnership (Limited Partnership) has been recently reported, with an investment amount of approximately 150 million RMB [1] - The executive partner is Jin Taoran, and the business scope includes equity investment [1] - The partnership is jointly funded by Jinli Permanent Magnet (300748), its subsidiary Jinli Permanent Magnet (Ningbo) Investment Co., Ltd., and Jianyin Chuangxin Investment Fund Management (Beijing) Co., Ltd. [1]

Group 1: Market Performance - The metal new materials sector increased by 0.67% compared to the previous trading day, with Tianli Composite leading the gains [1] - The Shanghai Composite Index closed at 4101.91, down 0.26%, while the Shenzhen Component Index closed at 14281.08, down 0.18% [1] Group 2: Top Performers - Tianli Composite (code: 920576) closed at 94.10, up 5.02% with a trading volume of 70,800 shares and a transaction value of 672 million yuan [1] - Longmag Technology (code: 300835) closed at 69.87, up 4.16% with a trading volume of 82,800 shares and a transaction value of 571 million yuan [1] - Aluminum Science and Technology New Materials (code: 300811) closed at 80.00, up 3.76% with a trading volume of 121,100 shares and a transaction value of 953 million yuan [1] Group 3: Underperformers - Antai Technology (code: 000969) closed at 26.40, down 4.21% with a trading volume of 1,168,500 shares and a transaction value of 3.154 billion yuan [2] - Zhengke Materials (code: 600255) closed at 4.02, down 3.13% with a trading volume of 1,607,300 shares and a transaction value of 654 million yuan [2] - Zhongzhou Special Materials (code: 300963) closed at 22.00, down 2.96% with a trading volume of 249,900 shares and a transaction value of 555 million yuan [2] Group 4: Capital Flow - The metal new materials sector experienced a net outflow of 237 million yuan from institutional investors, while retail investors saw a net inflow of 225 million yuan [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Group 5: Individual Stock Capital Flow - Kinglith Permanent Magnet (code: 300748) had a net inflow of 310 million yuan from institutional investors, but a net outflow of 80.215 million yuan from speculative funds [3] - Longmag Technology (code: 300835) saw a net inflow of 59.304 million yuan from institutional investors, but a net outflow of 15.656 million yuan from speculative funds [3] - Galaxy Magnet (code: 300127) had a net inflow of 29.427 million yuan from institutional investors, with a net outflow of 4.7925 million yuan from speculative funds [3]

| 都在用的商业查询工具 | 查公司 查老板 | 查关系 查风险 | | | --- | --- | --- | --- | | | 国家中小企业发展子基金旗下机构 | 嘉兴金磁股权投资合伙企业(有限合伙) | × | | 基本信息 3 | 法律诉讼 | 经营风险 | 经营信息 | | 工商信息 ● | | | | | 工商信息 历史工商信息0 | | | | | 企业名称 | 嘉兴金磁股权投资合伙企业(有限合伙) | | | | 执行事务合伙人 | 金 金焘然 | 登记状态 2 | 开业 | | | | 成立日期 | 2026-01-1 | | 统一社会信用代码 2 | 91330402MAK4MUN72Q | 出资额 | 15010万人 | | 工商注册号 | | 纳税人识别号 2 | 91330402 | | 营业期限 | 2026-01-16 至 元固定期限 | 纳税人资质 | | | 企业类型 | 有限合伙企业 | 国标行业 | 综合管理服 | | 参保人数 | | 英文名称 | | | 登记机关 | 嘉兴市南湖区行政审批局 | 主要经营场所 ② | 浙江省嘉兴 | | 经营范围 2 | 一般项目: ...

天眼查工商信息显示，近日，嘉兴金磁股权投资合伙企业（有限合伙）成立，执行事务合伙人为金焘 然，出资额约1.5亿人民币，经营范围为股权投资。合伙人信息显示，该合伙企业由金力永磁 （300748）及旗下金力永磁（宁波）投资有限公司、建银创信投资基金管理（北京）有限公司共同出 资。 ...

（文章来源：每日经济新闻） 每经AI快讯，金力永磁(06680.HK)午后涨超4%，截至发稿涨4.56%，报22.48港元，成交额2.08亿港元。 ...

Group 1 - The core viewpoint of the article highlights that Jinli Permanent Magnet (06680) has experienced a stock price increase of over 4%, currently trading at 22.48 HKD with a transaction volume of 208 million HKD [1] - Jinli Permanent Magnet has issued a profit warning, projecting a net profit attributable to shareholders for the year 2025 to be between 660 million to 760 million CNY, representing a year-on-year growth of 127% to 161% [1] - The company's products are widely used in various sectors including new energy vehicles, automotive components, energy-saving variable frequency air conditioners, wind power generation, robotics, industrial servo motors, 3C, low-altitude aircraft, and energy-saving elevators, establishing long-term stable partnerships with leading enterprises in these fields [1] Group 2 - Recently, the Ministry of Commerce announced strengthened export controls on dual-use items to Japan, highlighting the strategic importance of rare earth elements [1] - Bohai Securities has reported that Baotou Steel and Northern Rare Earth have announced price increases for rare earth concentrates in the first quarter, and the recent export control news is expected to catalyze a short-term rise in rare earth prices [1]

Core Viewpoint - Jinli Permanent Magnet (300748) (06680) experienced a significant increase of over 4%, currently trading at 22.48 HKD with a transaction volume of 208 million HKD, following a profit upgrade announcement predicting a net profit of 660 million to 760 million CNY for the year 2025, representing a growth of 127% to 161% compared to the previous year [1] Company Summary - Jinli Permanent Magnet has announced a profit upgrade, forecasting a net profit for 2025 between 660 million and 760 million CNY, indicating a substantial year-on-year growth of 127% to 161% [1] - The company's products are widely utilized in various sectors including new energy vehicles, automotive components, energy-efficient variable frequency air conditioners, wind power generation, robotics, industrial servo motors, 3C electronics, low-altitude flying vehicles, and energy-saving elevators [1] - Jinli Permanent Magnet has established long-term and stable partnerships with leading companies in these sectors, and has begun small-scale deliveries of products related to robotic motor rotors and magnetic materials, as well as products for low-altitude flying vehicles [1] Industry Summary - The Ministry of Commerce has announced strengthened export controls on dual-use items to Japan, highlighting the strategic importance of rare earth elements [1] - Bohai Securities has reported that Baotou Steel (600010) and Northern Rare Earth (600111) will increase the prices of rare earth concentrates for the first quarter, suggesting that rare earth prices are likely to strengthen in the short term due to the recent export control news [1]

Core Insights - A total of 43 companies listed on the ChiNext board have released their performance forecasts for 2025, with 22 companies expecting profit increases, representing 51.16% of the total [1] - The overall proportion of companies forecasting positive performance (including profit increases and profit warnings) stands at 55.81% [1] Performance Forecast Summary - Among the companies forecasting profit increases, 9 are expected to see net profit growth exceeding 100%, while 6 companies anticipate growth between 50% and 100% [1] - The company with the highest expected net profit growth is Huisheng Biological, with a median increase of 1355.24% for 2025 [1] - Other notable companies include Zhongtai Co., expecting a median net profit increase of 677.22%, and Chenguang Biological, with a forecasted increase of 301.38% [1] Companies with Significant Profit Increases - The following companies are highlighted for their substantial expected profit increases: - Huisheng Biological (Code: 300871) - 1355.24% increase, latest closing price: 25.52, year-to-date change: 23.11%, industry: Agriculture, Forestry, Animal Husbandry, and Fishery [1] - Zhongtai Co. (Code: 300435) - 677.22% increase, latest closing price: 29.14, year-to-date change: 31.14%, industry: Public Utilities [1] - Chenguang Biological (Code: 300138) - 301.38% increase, latest closing price: 13.78, year-to-date change: 11.04%, industry: Agriculture, Forestry, Animal Husbandry, and Fishery [1] - Lakala (Code: 300773) - 222.00% increase, latest closing price: 32.08, year-to-date change: 12.64%, industry: Non-banking Financial [1] - Other companies with notable increases include Guokai Technology, Chuanjin Nuo, and Jinli Yong, with expected increases ranging from 144.00% to 158.44% [1]

Core Viewpoint - The stock price of Jinli Permanent Magnet has shown fluctuations, with a recent decline of 2.02% and a total market capitalization of 50.06 billion yuan as of January 14 [1] Group 1: Stock Performance - Jinli Permanent Magnet's stock has increased by 6.68% since the beginning of the year, but has decreased by 0.33% over the last five trading days [2] - Over the past 20 days, the stock price has risen by 5.75%, while it has dropped by 9.34% in the last 60 days [2] Group 2: Company Overview - Jinli Permanent Magnet, established on August 19, 2008, and listed on September 21, 2018, is located in Ganzhou, Jiangxi Province [2] - The company specializes in the research, production, and sales of high-performance neodymium-iron-boron permanent magnetic materials, magnetic components, and the recycling of rare earth permanent magnetic materials [2] - The main revenue sources are neodymium-iron-boron magnets (91.98%) and other supplementary materials (8.02%) [2] Group 3: Financial Performance - For the period from January to September 2025, Jinli Permanent Magnet achieved a revenue of 5.373 billion yuan, representing a year-on-year growth of 7.16% [2] - The net profit attributable to shareholders reached 515 million yuan, showing a significant increase of 161.81% year-on-year [2] Group 4: Shareholder Information - As of September 30, 2025, the number of shareholders for Jinli Permanent Magnet was 134,000, an increase of 35.31% from the previous period [2] - The average circulating shares per person remained at 0 shares, unchanged from the previous period [2] - The top circulating shareholder, Hong Kong Central Clearing Limited, holds 47.706 million shares, an increase of 41.4024 million shares from the previous period [3]

Group 1 - Ganfeng Lithium is a global leader in the lithium industry, with a comprehensive resource layout covering spodumene, salt lakes, and clay, and its lithium carbonate production capacity is among the top in the industry [1] - Tianqi Lithium controls the world's largest spodumene mine, Greenbushes, with a self-sufficiency rate of 100%, and its full industry chain layout enhances profitability amid rising lithium carbonate prices [2] - Salt Lake Industry holds the largest lithium resource in China at the Qarhan Salt Lake, with a low extraction cost of 30,000 to 40,000 yuan per ton, and plans to reach a production capacity of 40,000 tons of lithium carbonate by 2025 [3] Group 2 - Zangge Mining has a significant advantage in the Tibetan salt lake resource layout, with a planned capacity of 50,000 tons per year and a self-sufficiency rate exceeding 80% [4] - Shengxin Lithium Energy owns Asia's largest hard rock lithium mine and has a long-term supply agreement with CATL, ensuring stable sales amid rising lithium prices [5] - Rongjie Co. focuses on lithium resource development and processing, optimizing its mining technology to enhance resource utilization and reduce costs [6] Group 3 - Tibet Mining has exclusive mining rights to the Zabuye Salt Lake, one of Asia's largest lithium salt lakes, which provides a cost advantage as lithium carbonate prices rise [7][8] - Yahua Group ranks second in lithium extraction from lepidolite in A-shares, with an annual capacity of 45,000 tons, and has established long-term partnerships with several battery manufacturers [9] - Zhongmin Resources has a strong presence in both spodumene and salt lake lithium extraction, actively expanding overseas projects to enhance market competitiveness [10] Group 4 - Jiangte Motor, located in Yichun, known as "Asia's Lithium Capital," has a lepidolite extraction capacity of 30,000 tons per year and holds proprietary low-cost extraction technology [11] - Xizang City Investment has lithium carbonate reserves of 3.9 million tons from two salt lakes, utilizing a low-cost extraction method that positions it well for profit during price increases [12] - Yongxing Materials focuses on lithium salt production and has a diversified supply chain that allows it to respond quickly to market changes [13] Group 5 - Huayou Cobalt is a global leader in cobalt products and has developed an integrated supply chain for nickel, cobalt, and lithium resources, ensuring stable supply for battery materials [14] - Hanrui Cobalt has a synergistic business model for cobalt and lithium, ensuring raw material self-sufficiency and benefiting from the growth of the lithium battery industry [15] - Tengen Cobalt focuses on the research, production, and sales of cobalt and lithium products, maintaining stable sales through partnerships with leading battery manufacturers [16] Group 6 - Luoyang Molybdenum is the second-largest cobalt producer globally and is actively expanding its lithium resource layout, benefiting from the growth in lithium battery demand [17] - Greeenmei is a leader in battery recycling, achieving over 95% recovery rates and integrating lithium resource recovery into its business model [18] - Northern Rare Earth is the largest supplier of light rare earths and is diversifying into lithium and other energy metals, leveraging its resource advantages [19] Group 7 - Jinli Permanent Magnet has advanced technology that reduces the use of heavy rare earths and is expanding into lithium-related energy metal businesses [20] - Wanhua Chemical is actively involved in the lithium battery materials sector, providing chemical support for lithium carbonate production and benefiting from the growing demand in the lithium battery industry [21] - China Aluminum is leveraging its mining experience to develop lithium resources, ensuring quality and reducing operational costs amid rising lithium prices [22] Group 8 - Jiangxi Copper is expanding into lithium and cobalt, utilizing its mining expertise to enhance its energy metal business [23] - Huayu Mining is focusing on lithium resource development in Tibet, leveraging its regional advantages to enhance its lithium salt processing projects [24] - Shengda Resources is actively acquiring lithium resources and enhancing its energy metal business through strategic partnerships [25] Group 9 - Boqian New Materials, while primarily focused on nano-level metal powder materials, is involved in the lithium battery sector and is expected to see significant profit growth by 2026 [26] - Yongshan Lithium focuses on lithium salt product development and has optimized its production processes to enhance product quality and efficiency [27] - Dazhong Mining is transitioning into the lithium sector, utilizing its mining expertise to explore and develop lithium resources [28] Group 10 - Jinyuan Co. is transforming into the lithium battery sector, focusing on lithium resource development and processing through strategic acquisitions [29] - Weiling Co. is extending its business into the lithium battery supply chain, providing equipment and technical support for lithium mining and processing [30] - Tianhua Super Clean is deeply engaged in lithium battery materials, with a strong production capacity and established relationships with leading battery manufacturers [31]