Group 1 - The core point of the article is that Jinli Permanent Magnet (Ganzhou) New Materials Co., Ltd. has increased its registered capital from 100 million RMB to 1.1 billion RMB, marking a 1000% increase [1] - The company was established on November 18, 2024, and is wholly owned by Jinli Permanent Magnet (300748) [1][2] - The business scope of the company includes manufacturing, sales, and research of electronic special materials, magnetic materials, and rare earth functional materials [1][2] Group 2 - The company is classified as a limited liability company with a business duration that is indefinite [2] - The registered address is located in the Ganzhou Economic and Technological Development Zone, Jiangxi Province [2] - The company is recognized as a general taxpayer for value-added tax [2]

Core Viewpoint - Recently, Jinli Permanent Magnet (Ganzhou) New Materials Co., Ltd. has increased its registered capital from 100 million RMB to 1.1 billion RMB, indicating significant growth and investment in the company [1] Company Information - The company was established in November 2024 and is legally represented by Mao Huayun [1] - The business scope includes manufacturing, sales, and research of electronic special materials, magnetic materials, rare earth functional materials, and electronic special equipment [1] - Jinli Permanent Magnet holds 100% ownership of the company [1]

Group 1 - The core point of the article is that Jinli Permanent Magnet (300748) has increased its registered capital from 100 million RMB to 1.1 billion RMB, marking a 1000% increase [1] Group 2 - The company was established in November 2024 and is represented by Mao Huayun [1] - The business scope includes manufacturing, sales, and research of electronic special materials, magnetic materials, rare earth functional materials, and electronic special equipment [1] - Jinli Permanent Magnet holds 100% ownership of the company [1]

Group 1 - The core viewpoint of the article highlights the significant increase in rare earth prices since the beginning of 2026, with specific price increases for various rare earth oxides [1] - As of February 11, the average price of praseodymium oxide reached 877,000 yuan per ton, an increase of over 260,000 yuan per ton this year, representing a growth of 43.42% [1] - The average price of neodymium oxide reached 870,000 yuan per ton, with a similar increase of 260,000 yuan per ton, reflecting a growth of 42.62% [1] Group 2 - The report from Guoyuan Securities suggests that the demand for rare earths in high-end manufacturing sectors, such as electric vehicles, wind power generation, and robotics, is continuously expanding [1] - The combination of technological advancements in the industry and government policies supporting resource management and industrial upgrades is expected to lead the rare earth permanent magnet industry into a new growth cycle [1]

Core Viewpoint - The price of rare earth elements has been rising significantly since the beginning of 2026, positively impacting companies like Jinli Permanent Magnet (06680) which saw its stock price increase by over 4% [1] Industry Summary - As of February 11, the average price of praseodymium oxide reached 877,000 CNY per ton, an increase of over 260,000 CNY per ton this year, representing a growth of 43.42% [1] - The average price of neodymium oxide reached 870,000 CNY per ton, with a similar increase of 260,000 CNY per ton this year, reflecting a growth of 42.62% [1] - The cumulative price increase for praseodymium-neodymium oxide, metallic neodymium, and metallic praseodymium-neodymium has exceeded 35% this year [1] Company Summary - Jinli Permanent Magnet's stock price rose by 4.09% to 23.4 HKD, with a trading volume of 197 million HKD [1] - The company is positioned to benefit from the expanding applications of rare earth materials in high-end manufacturing sectors such as electric vehicles, wind power generation, and robotics [1] - Industry advancements and supportive national policies regarding resource management and industrial upgrades are expected to drive the rare earth permanent magnet industry into a new growth cycle [1]

Group 1 - The rare earth permanent magnet sector is experiencing significant activity, with Longmag Technology rising over 13% [1] - Other companies such as China Rare Earth, Jiuling Technology, Zhongke Magnetic Industry, Dadi Bear, Wanlang Magnetic Plastic, Galaxy Magnet, and Jinli Permanent Magnet also saw increases [1] - The price of praseodymium and neodymium oxide continues to rise, reaching 800,000 yuan per ton, with a week-on-week increase of 9.9% and a month-on-month increase of 28.8% [1]

Core Viewpoint - The A-share rare earth permanent magnet sector is experiencing significant growth, driven by rising prices and increasing demand in emerging fields such as humanoid robots and low-altitude economy applications [1][4][12]. Price Trends - Since the beginning of the year, rare earth prices have been on the rise, with the rare earth index reaching 703 points as of February 9, marking a 34.16% increase from early December [9][11]. - Specific product prices have also surged, with praseodymium oxide averaging 877,000 CNY/ton (up 43.42%) and neodymium oxide at 870,000 CNY/ton (up 42.62%) [9][11]. Supply and Demand Dynamics - The current price increase is attributed to multiple factors, including tightened supply, surging demand, and low inventory levels. China's rare earth production capacity is the largest globally, but growth in mining output has slowed [3][11]. - Internationally, geopolitical issues in Myanmar and legal changes in Vietnam have restricted rare earth exports, exacerbating supply constraints [3][11]. - China's policies are increasingly focused on the sustainable development of the rare earth industry, with new regulations set to be implemented in the coming years [3][11]. Emerging Demand Sectors - The demand for rare earths is expected to grow significantly due to advancements in humanoid robotics and the low-altitude economy, particularly electric vertical takeoff and landing (eVTOL) aircraft [4][5][12]. - Projections indicate that by 2035, the demand for neodymium-boron magnets in these sectors could reach 33,000 tons, representing a 5.5% market share, with further growth anticipated by 2040 [5][12]. Company Performance - Among the 26 A-share rare earth permanent magnet stocks, 16 have reported earnings forecasts for 2025, with 15 companies expected to turn losses into profits or report increased earnings [6][14]. - Notable companies include: - Zhongke Sanhuan, with a projected net profit increase of 566.23% to 1.2 billion CNY [14]. - Shenghe Resources, expecting a profit increase of 281.28% to 910 million CNY [14]. - Jingli Permanent Magnet, with a forecasted profit increase of 127% [14]. - The overall profitability of the sector is improving, attracting institutional attention [6][14].

Core Viewpoint - The company Jinli Permanent Magnet (300748.SZ) is transferring its assets, liabilities, and employees related to its operations to its wholly-owned subsidiary, Jinli Ganzhou New Materials, effective January 1, 2026 [1] Group 1 - The net asset amount for the transferred assets is 894,996,392.34 yuan, and the company is increasing its capital contribution to Jinli Ganzhou New Materials by 100 million yuan, which includes its own funds of 105,003,607.66 yuan [1] - Following this capital increase, the registered capital of Jinli Ganzhou New Materials will rise from 10 million yuan to 110 million yuan [1] - Employees with labor contracts signed with Jinli Permanent Magnet have been transferred or changed to Jinli Ganzhou New Materials, with the labor contract subject changing to the subsidiary [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示概不就因本公告全部或任何部份內容而產生或因倚賴 該等內容而引致之任何損失承擔任何責任。 JL MAG RARE-EARTH CO., LTD. 江西金力永磁科技股份有限公司 （在中華人民共和國註冊成立的股份有限公司） （股份代碼：06680） 海外監管公告 本公告乃根據香港聯合交易所有限公司證券上市規則第13.10B條而做出。 茲載列江西金力永磁科技股份有限公司於深圳證券交易所網站( www.szse.cn )刊登 的公告如下，僅供參閱。 承董事會命 江西金力永磁科技股份有限公司 董事長 蔡報貴 江西，2026年2月11日 於本公告日期，董事會成員包括執行董事蔡報貴先生及呂鋒先生；非執行董事胡 志濱先生、李忻農先生及梁敏輝先生；及獨立非執行董事朱玉華先生、徐風先生 及曹穎女士。 截至 2026 年 1 月 1 日，母公司划转至金力赣州新材料的资产状况明细如下， 划转基准日至交割日期间发生的资产变动将根据实际情况进行调整并予以划转， 最终划转的资产金额及明细项目以划转实施结果为准。 | 科目 ...

Group 1 - North Mining Technology (600980) is a state-owned enterprise under the State-owned Assets Supervision and Administration Commission, focusing on mining equipment and magnetic materials, with a leading position in the global market for intelligent flotation machines and a 12% share in domestic sintered permanent magnetic ferrite production [1][25][26] - Greenme (002340) is a leader in the recycling of rare metals and new energy materials, with a dual business model of "urban mining + new energy materials," supplying major companies like CATL and BYD [1][27] - Xiamen Tungsten (600549) is a leader in tungsten, molybdenum, and rare earth permanent magnetic materials, with a complete industrial chain from mining to high-end magnetic material production [2][28] Group 2 - Jiyuan Wanfang (000612) is a significant player in aluminum smelting and rare earth permanent magnetic materials, leveraging local resources to form a dual business model of "aluminum + rare earth" [3][29] - Wanlong Magnetic Plastic (603150) is a leader in refrigerator door seals and magnetic materials, producing ferrite magnets for major appliance manufacturers [4][30] - Northern Rare Earth (600111) is the largest rare earth producer globally, controlling over 40% of the world's rare earth oxide production and holding significant pricing power [5][30] Group 3 - Chifeng Gold (600988) is involved in gold mining and rare earth resource development, with a strong position in the domestic rare earth market [6][31] - Zhongmin Resources (002738) is a leader in lithium mining and rare earth resources, with significant overseas rare earth mining rights [7][33] - Galaxy Magnet (300127) specializes in sintered and bonded neodymium-iron-boron magnets, serving major clients like BYD and CATL [8][34] Group 4 - Zhong Rare Metals (600259) focuses on rare earth mining and functional materials, with a strong position in the medium and heavy rare earth sectors [9][35] - Tianhe Magnetic Materials (603072) is a leader in high-end neodymium-iron-boron magnets, supplying major automotive and industrial clients [10][36] - Oriental Zirconium (002167) produces zirconium products and rare earth functional materials, with a focus on the electronics and new energy sectors [11][37] Group 5 - Jinli Permanent Magnet (300748) is a leading producer of rare earth permanent magnetic materials, with a strong presence in the automotive sector [12][38] - Huaxin Environmental (301265) focuses on environmental equipment and rare earth recycling, leveraging a dual business model [13][40] - China Rare Earth (000831) is a key player in rare earth mining and processing, with a focus on high-value applications in new energy and military sectors [14][49]