每经AI快讯，10月10日，金风科技（002202）(002202.SZ)公告称，公司全资子公司金风投资控股有限 公司累计减持金力永磁（300748）股份2960.07万股，减持交易金额约7.62亿元。其中，2024年减持 70.81万股，获益约0.03亿元；截至2025年10月9日，金风投资累计减持2889.26万股，预计获益约1.93亿 元，将对公司2025年业绩产生积极影响。上述股票减持金风科技可获得投资收益约1.96亿元(所得税 前)，约占2024年度经审计归属于上市公司股东净利润的10.53%。本次公司获得的投资收益将用于公司 生产经营。 ...

根据《中华人民共和国出口管制法》《两用物项出口管制条例》等法规，经国务院批准发布的《商务部公告2025年第61号》和《第62号》分别对境外相关稀 土物项及稀土技术实施出口管制。这是中国首次对"境外特定出口经营者"行使管制权，即凡含有原产于中国的稀土成分或采用中国技术生产的相关物项，在 境外再出口前均需获得商务部颁发的许可。 公告显示，若境外制造的产品中含有原产于中国的稀土物项，其价值占比超过0.1%，即需纳入管控。同时，使用中国稀土开采、冶炼、磁材制造及二次回 收技术生产的物项，也将受到出口审批约束。业内人士称，此举是"从源头切断风险隐患"，防止敏感材料流向潜在军事用途领域。 （文/罗叶馨梅）10月9日，中国商务部发布两项与稀土相关的重要公告，标志着我国稀土出口管制体系全面升级。此次管制不仅覆盖境内物项出口，还首次 将境外再出口和稀土相关技术纳入管理，形成全产业链闭环管控。 与此同时，《技术管制公告》首次明确将稀土开采、冶炼分离、金属冶炼、磁材制造及二次资源回收利用等五大关键技术纳入管制。这意味着我国稀土技术 不再仅受"目录约束"，而是进入实质性许可管理阶段，防止"物项管控但技术外流"的漏洞。 业内人士预计， ...

Group 1 - China Chengtong Holdings Group Co., Ltd. reduced its stake in Jinli Permanent Magnet (300748) by 8.0276 million shares at a price of HKD 24.6632 per share, totaling approximately HKD 198 million [1] - After the reduction, the latest shareholding number is approximately 26.9813 million shares, representing a holding percentage of 11.85% [1] - The transaction involved other related parties, including the State-owned Enterprise Mixed Ownership Reform Fund Co., Ltd. [1]

Group 1 - The core point of the article is that China Chengtong Holdings Group Co., Ltd. has reduced its stake in Jinli Permanent Magnet (06680) by selling 8.0276 million shares at a price of HKD 24.6632 per share, totaling approximately HKD 198 million [1] - After the reduction, the latest number of shares held by China Chengtong is approximately 26.9813 million, representing a holding percentage of 11.85% [1] - The transaction also involves other related parties, specifically the State-owned Enterprise Mixed Ownership Reform Fund Co., Ltd. [1]

Core Viewpoint - China's Ministry of Commerce has announced an upgrade in rare earth export controls, shifting from "item control" to "technology control," emphasizing the dual-use nature of rare earth materials and technologies [1][2][5]. Group 1: Export Control Changes - The new regulations prohibit the export of technologies related to rare earth mining, refining, and manufacturing without permission, expanding the definition of "export" to include various forms of transfer such as knowledge transfer and joint research [2][3]. - A "long-arm jurisdiction" mechanism has been introduced, requiring foreign organizations to obtain export licenses from China before exporting items containing Chinese rare earth components [2][3]. Group 2: National Security and Compliance - The measures are a response to illegal acquisition of rare earth technologies by foreign entities, which pose threats to China's national security and international stability [3][5]. - The export controls are not blanket restrictions; humanitarian-related exports will be exempt from licensing requirements [3][4]. Group 3: Global Market Position - China dominates the global rare earth supply chain, holding 48% of the world's rare earth reserves and contributing 69% of global production [4][6]. - The country possesses over 90% of rare earth refining and separation technology, achieving a purity level of 99.99%, which is a significant advantage over Western countries [4][6]. Group 4: Impact on Related Companies - Following the announcement, several companies in the rare earth sector saw significant stock price increases, indicating market optimism regarding the implications of the new regulations [7].

Group 1 - Jieqiang Equipment has completed the acquisition of 51% stake in Shandong Carbon Seeking, which will now be included in the company's consolidated financial statements [1] - Tonghua Dongbao's insulin injection product has received marketing approval in Myanmar for diabetes treatment [1] - New Light Optoelectronics' actual controller plans to increase shareholding by 5 to 10 million yuan within six months [2] Group 2 - Far East Holdings received contracts worth 1.769 billion yuan in September [3] - Poly Developments reported a 1.84% decrease in signed sales amount in September, totaling 20.531 billion yuan [4] - ST Nuotai expects a net profit increase of 5.62% to 13.74% for Q3 2025 [7] Group 3 - Chongqing Port's controlling shareholder plans to merge with another entity, changing the controlling shareholder to Chongqing Logistics Group [9] - New Energy Company reported a 28.21% increase in cumulative power generation from January to September [11] - Dashiang Co. announced the resignation of its chairman due to personal reasons [12] Group 4 - Liao Port Co. announced the resignation of a non-executive director due to work changes [13] - Zhongzai Resources received a government subsidy of 5.33 million yuan, accounting for 23.72% of its audited net profit for 2024 [14] - Xiaoming Co. reported a sales revenue of 66.15 million yuan from chicken products in September [15] Group 5 - Tianyi Co. signed a framework contract worth 23.50 million yuan for e-business network terminal production [16] - Jingu Co. signed a strategic cooperation agreement with Ninebot Technology for lightweight materials [18] - Tianbang Foods reported a sales revenue of 634 million yuan from commodity pigs in September [20] Group 6 - Shaanxi Energy's subsidiary received an administrative penalty for safety violations, resulting in a fine of 940,000 yuan [22] - North Bay Port reported a 9% increase in cargo throughput in September [23] - Tangrenshen reported a sales revenue of 639 million yuan from pig sales in September [24] Group 7 - Dabeinong reported a sales revenue of 541 million yuan from pig sales in September [25] - Jiukang Bio obtained four medical device registration certificates [26] - Canan Co. invested 90 million yuan in structured deposits with a bank [27] Group 8 - Zhuhai Port reported a 5.44% decrease in cargo throughput in Q3 [28] - Jinli Yongmag expects a net profit increase of 157% to 179% for the first three quarters [29] - Huamao Logistics' controlling shareholder plans to increase shareholding by 64.5 to 129 million yuan [30] Group 9 - Dongjie Intelligent signed a 50 million yuan contract for intelligent warehousing in the steel industry [31] - Sais Technology signed a cooperation framework agreement with Volcano Engine for intelligent robotics [32] - Huadong Pharmaceutical's subsidiary received approval for clinical trials of a new drug targeting advanced solid tumors [34] Group 10 - TCL Technology completed the acquisition of 80% and 100% stakes in LG Display's subsidiaries for 11.088 billion yuan [34] - Shuangliang Energy won a 419 million yuan EPC project for cooling systems [36] - Ruina Intelligent announced plans for shareholders to reduce their stakes by up to 1.18% [38] Group 11 - Baodi Mining announced plans for shareholders to reduce their stakes by up to 5.45% [40] - Xinyi Technology's shareholders set the transfer price for shares at 328 yuan each [42] - Sunshine Power submitted an application for H-share listing on the Hong Kong Stock Exchange [44] Group 12 - Qisheng Technology's controlling shareholder plans to reduce their stake by up to 3.09% [46] - Wu Ming Kangde sold 30.3 million shares of Wu Ming He Lian through block trading [48] - Qiaoyin Co. announced plans for shareholders to reduce their stakes by up to 6% [49] Group 13 - Muyuan Foods reported a sales revenue of 9.066 billion yuan from commodity pigs in September [51] - Huawang Technology's shareholders plan to reduce their stakes by up to 1.1% [53] - Huaxin Xinchuang received a project notification from Lantu Automotive for display components [54] Group 14 - China Merchants Shekou reported a signed sales amount of 16.698 billion yuan in September [55] - Shao Neng Co. received approval for an antitrust review regarding a share acquisition [57] - Pengding Holdings reported a 6.21% increase in consolidated revenue in September [58] Group 15 - Ganfeng Lithium is advancing its solid-state battery commercialization and strategic investment in the energy storage sector [59]

金力永磁于2025年9月8日披露了《关于股东减持股份预披露公告》(公告编号：2025-061)，公司收到控 股股东瑞德创投一致行动人赣州欣盛的《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%)的赣州欣盛，计划自公告发布之日起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(占公司总 股本比例1%)。 金力永磁2023年度A股募集资金存放与使用情况的专项报告显示，公司2020年向特定对象发行股票募集 资金，经中国证券监督管理委员会出具的《关于同意江西金力永磁科技股份有限公司向特定对象发行股 票注册的批复》(证监许可〔2020〕2901号)同意，本公司向特定对象发行股票，募集资金总额为人民币 520,999,795.86元，扣除保荐及承销费用人民币6,772,997.35元(不含税)后的余额人民币514,226,798.51元 已全部划转至公司银行账户。公司本次募集资金总额为人民币520,999,795.86元，扣除发行费用人民币 (不含税)9,362,619.98元 ...

Group 1 - The core viewpoint of the article is that the recent export control measures on rare earth products and technologies by the Ministry of Commerce and the General Administration of Customs are expected to benefit leading companies holding quotas while increasing compliance complexity for downstream magnet manufacturers like Jinli Permanent Magnet [1] - The policy aims to strengthen domestic market protection, which may lead to long-term benefits for companies like Jinli Permanent Magnet through enhanced domestic demand predictability, offsetting short-term export friction [1] - Jinli Permanent Magnet reported preliminary results for the first nine months, with net profit ranging from 505 million to 550 million yuan, representing a year-on-year increase of 157% to 179%, which aligns with Citigroup's estimates for the year [1] Group 2 - Citigroup maintains a "Buy" rating on Jinli Permanent Magnet with a target price of 25.3 Hong Kong dollars [1]

Core Viewpoint - Jiangxi Jinli Permanent Magnet Technology Co., Ltd. (referred to as "Jinli Permanent Magnet") expects significant profit growth for the first three quarters of 2025, driven by strategic market expansion and operational efficiency improvements [2][4]. Group 1: Financial Performance - For the first three quarters of 2025, Jinli Permanent Magnet anticipates a net profit attributable to shareholders ranging from 505 million to 550 million yuan, representing a year-on-year increase of 157% to 179% compared to 196.88 million yuan in the same period last year [2][3]. - The net profit after deducting non-recurring gains and losses is expected to be between 415 million and 460 million yuan, marking a substantial year-on-year growth of 365% to 415% from 89.25 million yuan [2][3]. - In the third quarter (July to September), the company projects a net profit attributable to shareholders between 200.05 million and 245.05 million yuan, which is an increase of 159% to 217% compared to 77.21 million yuan in the same quarter last year [2][3]. Group 2: Operational Strategy - The growth in performance is attributed to Jinli Permanent Magnet's adherence to a prudent and compliant operational approach amidst intensified industry competition, along with proactive market expansion efforts [4]. - The company has enhanced operational efficiency and profitability through technological innovation, organizational optimization, and lean management practices [4]. - Jinli Permanent Magnet has flexibly adjusted its raw material inventory strategy to mitigate risks associated with fluctuations in rare earth material prices, ensuring delivery capabilities and receiving strong recognition from domestic and international clients [4]. Group 3: Product Applications and Market Position - Jinli Permanent Magnet's products are widely used in various sectors, including new energy vehicles, energy-efficient variable frequency air conditioning, wind power generation, robotics, industrial servo motors, 3C products, low-altitude aircraft, and energy-saving elevators [5]. - The company has established long-term stable partnerships with leading enterprises in these fields, contributing to its market position [5]. - For the first three quarters of 2025, non-recurring gains and losses are expected to impact net profit by approximately 90 million yuan, compared to 107.64 million yuan in the same period last year [5].

Core Viewpoint - The stock price of Jinli Permanent Magnet has experienced significant movement, rising by 7.55% as of 9:55 AM today, with a trading volume of 72.42 million shares and a transaction amount of 2.93 billion yuan, indicating strong market interest [1] Financial Performance - The company has released its latest earnings forecast, expecting a net profit of 505 million to 550 million yuan for the first three quarters, representing a year-on-year growth of 157% to 179% [1] Market Activity - According to statistics from Securities Times·Data Treasure, among companies that announced their earnings forecasts today, those with strong stock performance include Guangdong Mingzhu, Guangda Special Materials, and Limin Co., with stock price increases of 9.94%, 5.73%, and 5.66% respectively [1] - Over the past five days, the main funds for Jinli Permanent Magnet have shown a net inflow, totaling 280 million yuan, with a net inflow of 532 million yuan on the previous trading day [1] Margin Trading - As of October 9, the latest margin trading balance for the stock is 1.66 billion yuan, with a financing balance of 1.645 billion yuan. Over the past five days, the financing balance has increased by 184 million yuan, reflecting a growth rate of 12.61% [1]