金力永磁公告，股东赣州欣盛持有2353.64万股，占1.72%，计划自2025年9月30日至2025年12月29日， 以集中竞价或大宗交易方式减持不超过1368.47万股，占1%。 ...

证券代码：300748 证券简称：金力永磁 公告编号：2025-061 江西金力永磁科技股份有限公司 关于股东减持股份预披露公告 公司股东赣州欣盛投资管理中心（有限合伙）保证向本公司提供的信 息内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信 息一致。 特别提示： 江西金力永磁科技股份有限公司（以下简称"公司"）于近日收到公司控股 股东江西瑞德创业投资有限公司（以下简称"瑞德创投"）一致行动人赣州欣盛 投资管理中心（有限合伙）（以下简称"赣州欣盛"）的《股份减持计划的告知 函》，持有公司股份 23,536,435 股（占本公司总股本比例 1.72%，总股本已剔除 已回购股份 3,665,542 股，下同）的赣州欣盛，计划自本公告发布之日起 15 个交 易日后的 3 个月内（即自 2025 年 9 月 30 日至 2025 年 12 月 29 日），以集中竞 价或大宗交易方式减持其持有的公司股份不超过 13,684,663 股（占本公司总股本 比例 1%）。 一、减持股东的基本情况 | | 股东名称 | 股东身份 | 持股数量（股） | 占公 ...

Core Viewpoint - JPMorgan Chase & Co. has increased its stake in Jinli Permanent Magnet (06680.HK) by acquiring 793,200 shares at an average price of HKD 22.3785 per share, raising its ownership percentage from 4.77% to 5.12% as of September 1, 2025 [1]. Group 1 - JPMorgan Chase & Co. invested approximately HKD 17.75 million in the acquisition of additional shares [1]. - Following the purchase, JPMorgan Chase & Co.'s total holdings in Jinli Permanent Magnet reached 11,671,480 shares [1]. - The increase in shareholding indicates a positive outlook from JPMorgan Chase & Co. regarding Jinli Permanent Magnet's future performance [1].

Group 1 - Xiwanda's consumer battery prices increased by 10-15% in Q3, with strong orders in energy storage and potential recovery in Q4 due to international client demand [1] - By August 2025, the production of lithium iron phosphate cathode materials is expected to increase by 51.9% year-on-year, driven by rising lithium carbonate prices leading to increased downstream purchasing, with capacity utilization reaching 69.8% [1] - Jiayuan Technology is actively expanding in the energy storage sector, with over 60% of its high-end copper foil being below 6μm, and is advancing the mass production of 4.5μm ultra-thin copper foil [1] Group 2 - As of September 5, the ChiNext New Energy ETF (159261.SZ) rose by 10.02%, with its related index, the New Energy Index (399266.SZ), increasing by 7.65% [1] - Major component stocks saw significant gains, including Sunshine Power up 11.79%, Xianlead Intelligent up 20.01%, Yiwei Lithium Energy up 9.72%, CATL up 4.84%, and Xiwanda up 12.96% [1] - According to research from Cinda Securities, the increase in AI application policies is expected to boost Nvidia's capital expenditure forecast, positively impacting the AI energy and data center supply chain [1] - Zhongyuan Securities analyzed that the concentration in the lithium battery industry continues to rise, with lithium iron phosphate installation accounting for 81.21% from January to July 2025, indicating a strong correlation between industry technology routes and policy guidance [1]

Group 1 - The New Energy sector is experiencing a strong upward trend, with the ChiNext New Energy Index rising by 4.36% as of September 5, 2025, and key stocks such as XianDao Intelligent and Dao's Technology showing significant gains of 17.22% and 8.47% respectively [1] - Global power battery installations reached 504.4 GWh in the first half of 2025, marking a year-on-year increase of 37.3%, with Chinese companies accounting for 68.79% of the top 10 [1] - China's total production of power batteries and other batteries reached 831.1 GWh from January to July 2025, reflecting a year-on-year growth of 57.5% [1] Group 2 - Zhongyuan Securities indicates that the performance of the lithium battery sector is expected to recover, driven by ongoing demand for power and energy storage batteries [2] - The demand for consumer lithium batteries is anticipated to continue growing due to increased smartphone shipments [2] - The top ten weighted stocks in the ChiNext New Energy Index account for 64.15% of the index, with leading companies including CATL and Sungrow Power [2]

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 (-) | | | 0 | | | RMB | | 0 | | 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 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- ...

Market Overview - On September 4, the metal new materials sector declined by 3.05%, with Jiangnan New Materials leading the drop [1] - The Shanghai Composite Index closed at 3765.88, down 1.25%, while the Shenzhen Component Index closed at 12118.7, down 2.83% [1] Individual Stock Performance - Jiangnan New Materials (603124) closed at 80.06, down 6.22% with a trading volume of 41,800 and a transaction value of 345 million [2] - Other notable declines include: - Jinli Permanent Magnet (300748) down 5.28% to 35.50 with a volume of 901,200 [2] - Sry New Materials (688102) down 5.21% to 14.92 with a volume of 166,100 [2] - Conversely, Huaitong New Materials (833751) increased by 2.36% to 22.13, with a trading volume of 39,700 [1] Capital Flow Analysis - The metal new materials sector experienced a net outflow of 942 million from institutional investors, while retail investors saw a net inflow of 907 million [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional selling and retail buying [2] Detailed Capital Flow for Selected Stocks - Bo Wei Tai Jin (601137) had a net inflow of 19.22 million from institutional investors, while retail investors contributed a net inflow of 20.77 million [3] - In contrast, Alloy Investment (000633) saw a net outflow of 2.29 million from institutional investors but a net inflow of 5.40 million from retail investors [3] - Overall, the capital flow data reflects varying investor confidence across different stocks within the sector [3]

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 (-) | | | 0 | | | RMB | | 0 | | 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 rare earth permanent magnet sector in the A-share market has seen a significant decline, with companies like China Rare Earth and Shenghe Resources approaching their daily limit down [1] - Northern Rare Earth has dropped over 8%, while Tongcheng New Materials has decreased by more than 7% [1] - Other companies such as Aishi Chuang, Xiamen Tungsten, Guangsheng Nonferrous, and Youyan New Materials have all experienced declines exceeding 6% [1]

Group 1: Market Outlook - Goldman Sachs predicts that there is still room for growth in the Chinese stock market, with improved investor sentiment and support for the recent rebound [1] - The influx of hedge fund capital and the significant savings of retail investors are identified as major driving forces behind the stock market's rise [1] Group 2: Government and Policy - The Ministry of Finance and the People's Bank of China are working together to ensure the stable and healthy development of the bond market, emphasizing the importance of coordination between fiscal and monetary policies [2] - The joint working group has achieved significant results since its establishment, and further collaboration is planned to enhance the effectiveness of policies [2] Group 3: Company News - China Shipbuilding Industry Corporation will terminate the listing of China Shipbuilding Heavy Industry Company on September 5, 2025, with a share conversion ratio of 1:0.1339 [4] - Dongxin Technology has begun sample deliveries to some clients and is progressing with product production and sales plans [5] - Jinli Permanent Magnet has upgraded its R&D department to focus on embodied robotics, which is expected to be a significant growth area for the company [6] - Weiman Sealing is expanding into the robotics sector, conducting customized R&D and sample testing [8] - Zhongcheng Co., Ltd. plans to acquire 100% of Jiangsu Qingneng Clean Energy Co., Ltd. for 151 million yuan, enhancing its position in the energy storage market [9] - Chengdu Huamei's new ADC chip has not yet achieved large-scale sales, with potential market demand uncertainties [9] - NanDu Power's high-voltage lithium battery products have received major certifications in the U.S. and are being used in data centers [11] - Aishida's subsidiary Qianjiang Robot has secured an order for 1,888 intelligent welding robots, indicating strong demand in the steel structure industry [13] - Robotech has signed a contract for automated silicon photonic packaging equipment worth approximately 946.50 million euros, expected to positively impact future performance [14]