Group 1 - The core viewpoint of the article highlights the significant increase in domestic rare earth prices, which have risen by 37.4% since the beginning of the year, with the rare earth price index reaching 225.1 as of August 29, 2025 [1] - The recent release of the "Interim Measures for Total Quantity Control Management of Rare Earth Mining and Rare Earth Smelting Separation" by the Ministry of Industry and Information Technology, the National Development and Reform Commission, and the Ministry of Natural Resources is expected to impact the market positively [1] - Analysts from Guojin Securities believe that the combination of price increases, supply-side reforms, and supply disruptions will lead to both valuation and performance improvements in the rare earth sector [1] Group 2 - Bohai Securities indicates that September is a traditional peak consumption season, and if overall demand performs well, there is potential for further short-term price increases in rare earths [1] - Xiangcai Securities emphasizes that the company holds a leading position in the new energy and energy-saving environmental protection sectors, benefiting from full capacity utilization and the release of new capacity, which is expected to maintain a positive performance trend [1] - The company is also expanding into cutting-edge fields such as humanoid robots and low-altitude flight, which are expected to provide new growth points due to their scalable production capabilities and small batch implementations [1]

金力永磁2018年创业板上市后，通过IPO、可转债、股权激励等资本工具实现快速发展。2019年至2024 年公司营业收入从17亿元增至67亿元，增长近3倍，总资产从28亿元增至123亿元，增长了3.4倍。2024 年，公司并购内蒙古银海新材，打通稀土回收产业链，实现"生产-回收"绿色闭环。 证券时报记者 吴少龙 资本市场赋能产业升级 中信特钢2019年通过重组完成整体上市，成为A股市场规模最大的专业化特钢上市公司，为中信集团实 现"金融+实业"双轮驱动的战略目标提供有力支撑。此外，通过发行可转债等方式，募集资金用于"三高 一特"等关键项目建设，增强了在高端特钢市场的竞争力，推动公司实现绿色低碳可持续发展。 核心能力自主可控 在加快发展新质生产力、推动中国制造迈向高质量发展的浪潮里，一批深市上市公司正以尖端材料科技 为"筋骨"与"血脉"，助力大国重器从"跟跑"向"并跑""领跑"跨越。 从碳纤维复材打破国际垄断，到特种钢材淬炼"钢中之王"，再到永磁材料驱动全球绿色能源革命，光威 复材、中信特钢、金力永磁等企业以"硬核创新"，努力攻克"卡脖子"技术，通过产业链协同创新，更借 助资本市场赋能，成为支撑大国重器崛起的" ...

Core Viewpoint - The new materials industry in China is experiencing significant innovation and development, contributing to the country's economic growth and technological independence [1][2]. Group 1: Industry Development - The new materials sector is crucial for addressing "bottleneck" technologies and supporting the development of major national projects, receiving high-level attention and strategic planning from the government [2][6]. - In January 2024, the Ministry of Industry and Information Technology and six other departments issued guidelines emphasizing "future materials" as a key area for innovation and development [2]. - A number of listed companies in Shenzhen are focusing on critical areas such as carbon fiber, rare earth permanent magnets, and high-end special steel, aiming to build a self-sufficient industrial ecosystem [2][3]. Group 2: Company Examples - Weihai Guangwei Composite Materials Co., Ltd. has achieved full domestic production of carbon fiber, breaking international monopolies and expanding into new applications through significant R&D investment [3][4]. - Jiangxi Jinli Permanent Magnet Technology Co., Ltd. leads in high-performance neodymium-iron-boron production and has strategically entered the robotics rotor business, leveraging patents and equity incentives for material upgrades [3]. - CITIC Pacific Special Steel Group has developed a range of special steel products and is committed to green and low-carbon practices, contributing to the industry's advancement [3]. Group 3: Capital Market Support - The capital market plays a vital role in supporting new materials companies in overcoming technical challenges and expanding their scale, acting as a "booster" and "incubator" for the industry [6][7]. - Jinli Permanent Magnet has utilized capital market resources for strategic acquisitions, enhancing its supply chain and ensuring sustainable development [6]. - CITIC Special Steel has raised funds through convertible bonds to support key projects aimed at optimizing its product system and enhancing competitiveness in the high-end steel market [6][7]. Group 4: Future Outlook - Companies are committed to leveraging diverse capital market tools to empower technological innovation and industrial upgrades, aiming for breakthroughs in "bottleneck" technologies and enhancing global competitiveness [7]. - The focus on green and intelligent manufacturing, along with the pursuit of differentiated product advantages, is expected to strengthen the resilience and core competitiveness of companies in the new materials sector [7].

从回购实施进展来看，美的集团、徐工机械回购金额最高，分别回购29.2亿元、27.46亿元。 每经AI快讯，Wind数据显示，9月3日，77家公司共发布78个股票回购相关进展。其中，1家公司首次披 露股票回购预案，68家公司披露股票回购实施进展，8家公司回购方案已实施完毕。 从首次披露回购预案来看，雷赛智能拟回购不超642.74万元。 （文章来源：每日经济新闻） 从已完成回购来看，卫星化学、广东明珠、金力永磁已完成回购金额最高，分别回购2.18亿元、1.94亿 元、1.42亿元。 ...

（编辑 楚丽君） 证券日报网讯 9月2日晚间，金力永磁发布公告称，截至本公告披露日，公司通过回购专用证券账户以 集中竞价交易方式累计回购公司股份3，665，542股，占公司总股本的0.27%，最高成交价格为39.73元/ 股，最低成交价格为30.79元/股，成交总金额为142，216，877.42元（不含交易费用），实际回购时间 区间为2025年8月25日至2025年9月2日。公司本次回购金额已达回购方案中的回购资金总额下限，且不 超过回购资金总额上限，本次回购已实施完毕。 ...

智通财经APP讯，金力永磁(06680)发布公告，于2025年9月2日斥资9017.44万元回购233.64万股A股股 份。 ...

格隆汇9月2日丨金力永磁(06680.HK)公告，9月2日耗资9017.4万元回购233.6万股A股。 ...

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 江西金力永磁科技股份有限公司 呈交日期： 2025年9月2日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 A | | | 於香港聯交所上市 | 否 | | | 證券代號 (如上市) | | 說明 | 於深圳證券交易所上市A股（股份代碼：300748） | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | 庫存股份變動 | | | | | | | 事件 | 已發行股 ...

金力永磁（300748）(06680)发布公告，截至本公告披露日，公司通过回购专用证券账户以集中竞价交 易方式累计回购公司股份366.55万股，占公司总股本的0.27%，最高成交价格为39.73元/股，最低成交价 格为30.79元/股，成交总金额为1.42亿元(不含交易费用)，实际回购时间区间为2025年8月25日至2025年9 月2日。公司本次回购金额已达回购方案中的回购资金总额下限，且不超过回购资金总额上限，本次回 购已实施完毕。 ...

智通财经APP讯，金力永磁(06680)发布公告，截至本公告披露日，公司通过回购专用证券账户以集中竞 价交易方式累计回购公司股份366.55万股，占公司总股本的0.27%，最高成交价格为39.73元/股，最低成 交价格为30.79元/股，成交总金额为1.42亿元(不含交易费用)，实际回购时间区间为2025年8月25日至 2025年9月2日。公司本次回购金额已达回购方案中的回购资金总额下限，且不超过回购资金总额上限， 本次回购已实施完毕。 ...