| UUUSI UIPI | | | | | --- | --- | --- | --- | | 最终涨停14:25 | 磁材加工 | | | | 惠城环保 | | 131.27 | +7.41% -7.67% | | 创 300779 融 | | | | | 华新环保 | | 13.48 | +5.31% +10.66% | | 創 301265 融 | | | | | 领涨龙头2 | | | | | 九菱科技 | | 47.17 | +5.29% +0.32% | | 京A 920505 融 | | | | | 磁材加工 | | | | | 祥明智能 | | 28.95 | +5.08% +3.76% | | 创 301226 融 | | | | （文章来源：上海证券报） 有业内人士表示，通用许可证的应用将简化稀土永磁企业出口流程，加快交付速度，利于稀土永磁行业下游需求恢复。 今日尾盘，稀土永磁板块走高，宁波韵升（600366）涨停，金力永磁涨超10%，中科三环、九菱科技、中科磁业、广晟有色、银河磁体等跟涨。 12月5日，上证报记者从知情人士处获悉，金力永磁、中科三环、宁波韵升已获得通用出口许可证。 据新 ...

盘面上，截至发稿， 金力永磁涨超10%， 宁波韵升涨停， 中科三环大涨超9%，银河磁体、中科磁业 跟涨。 | 编辑 ｜ 钉钉 | | --- | 有业内人士表示，通用许可证的应用将简化稀土永磁企业出口流程，加快交付速度，利于稀土永磁行业 下游需求恢复。 据新华社此前报道，商务部新闻发言人何亚东4日表示，中国政府依法依规开展稀土相关物项出口管制 工作。只要是用于民用用途的、合规的出口申请，中国政府都及时予以了批准。同时，中国政府积极适 用通用许可等便利化措施，促进两用物项合规贸易，切实维护全球产供链安全稳定。 12月5日，据上海证券报报道，记者从知情人士处获悉，金力永磁、中科三环、宁波韵升已获得通用出 口许可证。 ...

消息面上，据上证报，记者从知情人士处获悉，金力永磁等三家稀土永磁企业已获得通用出口许可证。 据报道，商务部新闻发言人何亚东4日表示，中国政府依法依规开展稀土相关物项出口管制工作。只要 是用于民用用途的、合规的出口申请，中国政府都及时予以了批准。同时，中国政府积极适用通用许可 等便利化措施，促进两用物项合规贸易，切实维护全球产供链安全稳定。有业内人士表示，通用许可证 的应用将简化稀土永磁企业出口流程，加快交付速度，利于稀土永磁行业下游需求恢复。 金力永磁（300748）(06680)午后涨超10%，截至发稿，涨9.69%，报20.72港元，成交额4.11亿港元。 ...

| | | | | | 稀土永磁 1301.10 +3.40% 分时 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1301.10 | | | | | | | | | | 1292.54 | | | | | | | | | | 1283.97 | | | | | | | | | | 1275.41 | | | | | | | | | | 1266.84 | | | | | | | | | | 1258.28 | | | | | | | | | | 1249.72 | | | | | | | | | | 1241.15 | | | | | | | | | | 1232.59 | | | | | | | | | | 1224.02 | | | | | | | | | | 1215.46 | | | | | | | | | | 58.67万 | | | | | | | | | | 44.00万 | | | | | | | | | | 29.33万 | | | | | | | | | | 14.67万 | | | | | | | | ...

记者从知情人士处获悉，金力永磁、中科三环、宁波韵升已获得通用出口许可证。有业内人士表示，通 用许可证的应用将简化稀土永磁企业出口流程，加快交付速度，利于稀土永磁行业下游需求恢复。(上 海证券报) ...

瑞银证券指出，机器人2026年量产的积极信号正在逐步显现。特斯拉、越疆等人形机器人企业的产能规 划逐步落地，中国厂商订单持续增长，欧洲投资者兴趣明显升温。具身智能订单落地与应用场景扩展正 在为行业注入新的活力。 机器人概念今早再度上扬，截至发稿，越疆(02432)涨4.69%，报41.1港元；三花智控（002050）(02050) 涨3.6%，报36.22港元；优必选(09880)涨2.56%，报116.2港元；金力永磁（300748）(06680)涨2.49%， 报19.36港元。 消息面上，据报道，特朗普政府将目光投向了机器人产业，据知情人透露，政府正考虑明年发布一项关 于机器人技术的行政命令。值得一提的是，近期海内外机器人赛道催化不断。继特斯拉发布"擎天柱"跑 步视频后，Figure创始人布雷特.阿德科克也晒出了F.03人形机器人的跑步姿态。此外，国内优必选等人 形机器人制造商收到大金额新订单。 ...

Core Viewpoint - In October, China's exports of rare earth magnets to the U.S. surged by 56% month-on-month, coupled with a relaxation of export controls in November, leading to accelerated global inventory replenishment. The leading company in rare earth permanent magnets, Jinli Permanent Magnet (300748.SZ), is positioned as a key beneficiary of these developments [1]. Group 1: Export Performance - In the first three quarters, Jinli Permanent Magnet's export revenue to the U.S. reached 354 million yuan, marking a year-on-year increase of 43.92% [1]. - The company's production base in Mexico continues to ramp up supply of magnetic components for Tesla [1]. Group 2: Market Demand and Orders - Following the policy relaxation in November, customers in Europe and Southeast Asia are actively replenishing their inventories, with the company's order schedule extending to the second quarter of 2026 [1]. - The utilization rate of the company's 40,000-ton capacity at its Baotou factory remains high [1]. Group 3: Competitive Position - The company maintains a strong market share in key sectors such as new energy vehicles and wind power, supported by deep partnerships with the world's top ten new energy vehicle manufacturers and four major wind turbine manufacturers [1]. - Cost advantages derived from crystal boundary penetration technology further bolster the company's competitive position [1].

Group 1 - A total of 433 companies were investigated by institutions in the past 10 days, with 381 being securities firms and 302 being fund companies [1] - 88 listed companies were researched by overseas institutions, with 8 companies receiving attention from more than 20 overseas institutions, including Huichuan Technology, which was investigated by 68 overseas institutions [1] - Lixun Precision was the second most researched company, with 48 overseas institutions participating in the investigation, indicating significant growth potential in the non-overseas consumer electronics market over the next decade [1] Group 2 - Stocks that were investigated by overseas institutions saw an average increase of 0.36% in the past 10 days, with Shenghui Integration experiencing the highest increase of 32.47% [3] - 13 stocks received ratings from at least 15 institutions, with a consensus forecast of over 20% profit growth in 2025, including Kaiying Network, Lixun Precision, and Huichuan Technology [3] - Jinli Permanent Magnet is predicted to have the highest profit growth, with 18 institutions forecasting a net profit increase of 152.52% in 2025 [3][4]

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 | 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 | | | --- | --- | --- | --- | --- | --- ...

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 | | | --- | --- | --- | --- | --- | --- ...