证券代码：300748 证券简称：金力永磁 公告编号：2026-002 江西金力永磁科技股份有限公司 公司及全资子公司金力宁波投资与建银创信投资基金管理（北京）有限公司 （以下简称"建银创投"）签署了《嘉兴金磁股权投资合伙企业（有限合伙）有 限合伙协议》（以下简称"嘉兴金磁基金合伙协议"），其中公司认缴出资不超 过 3,000 万元人民币，金力宁波投资认缴出资不超过 12,000 万元人民币。 根据《深圳证券交易所创业板股票上市规则》和《公司章程》等相关规定， 本次对外投资在公司 CEO 审批权限内。本项目投资协议不构成关联交易，也不 构成《上市公司重大资产重组管理办法》规定的重大资产重组。 二、投资主体基本情况 公司名称：金力永磁（宁波）投资有限公司 统一社会信用代码：91330205MA2CLBE139 类 型：有限责任公司（非自然人投资或控股的法人独资） 关于对外投资暨与专业机构共同投资的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有 虚假记载、误导性陈述或重大遗漏。 一、投资的基本情况 为借助专业投资机构的专业资源和投资能力，积极发掘符合江西金力永磁科 技股份有限公司（以下简称" ...

Group 1 - The metal new materials sector increased by 3.12% on January 9, with Antai Technology leading the gains [1] - The Shanghai Composite Index closed at 4120.43, up 0.92%, while the Shenzhen Component Index closed at 14120.15, up 1.15% [1] - Key stocks in the metal new materials sector showed significant price increases, with Antai Technology rising by 10.00% to a closing price of 25.19 [1] Group 2 - The sector saw a net inflow of 658 million yuan from main funds, while retail investors experienced a net outflow of 293 million yuan [2] - The trading volume and turnover for key stocks in the sector were substantial, with Jinli Permanent Magnet achieving a turnover of 4.212 billion yuan [1][2] - Antai Technology had a net inflow of 527.1 million yuan from main funds, indicating strong institutional interest despite retail outflows [3]

Core Viewpoint - The company, Jinli Permanent Magnet, is expected to report a significant increase in net profit for the fiscal year 2025, with projections indicating a growth of 127% to 161% compared to the previous year, driven by technological innovation and market expansion efforts [3]. Financial Performance - The estimated net profit attributable to shareholders is projected to be between 660 million yuan and 760 million yuan, compared to 291.04 million yuan in the same period last year [3]. - The estimated net profit after deducting non-recurring gains and losses is expected to be between 580 million yuan and 680 million yuan, a substantial increase of 241% to 300% from 170.25 million yuan in the previous year [3]. Reasons for Performance Change - The company attributes the significant performance change to three main factors: 1. A commitment to technological innovation, leading to record-high product sales and solidifying its position as a leader in the global rare earth permanent magnet industry [3]. 2. An estimated impact of approximately 80 million yuan from non-recurring gains and losses on net profit during the reporting period [2]. 3. Costs related to stock incentive plans and convertible bond issuance amounting to about 110 million yuan, affecting financial expenses [2]. Market Position and Strategy - The company has maintained a robust operational strategy amidst increasing industry competition, focusing on market expansion, organizational optimization, and efficient management of raw material inventory [3]. - Its products are widely used across various sectors, including electric vehicles, energy-efficient air conditioning, wind power generation, robotics, and more, with established long-term partnerships with leading companies in these fields [3].

Group 1 - The core viewpoint of the news highlights a significant increase in the non-ferrous metal industry index and specific stocks, driven by a major mineral discovery in Xinjiang, which is expected to impact the market positively [1][2] - The non-ferrous metal industry index (399395) rose by 2.32%, with notable stock performances including Xiamen Tungsten (up 8.97%), Hailiang Co. (up 7.75%), and Chihong Zn & Ge (up 6.81%) [1] - The discovery of the Salt Lake 27 mineral group, with an average grade of 30.73%, marks the largest mineral find in the region in nearly 40 years, particularly for chromium ore, which is crucial for various high-tech industries [1] Group 2 - Tianfeng Securities indicates that the tightening supply-demand dynamics will lead to higher price elasticity for aluminum, with expectations for stable price increases and sustained high profits in the electrolytic aluminum sector [2] - The electrolytic aluminum companies have passed their peak capital expenditure phase, suggesting a favorable environment for increased dividends and overall investment optimization in the sector [2] - The copper supply is projected to grow at 2% in 2026, with challenges in the smelting sector due to historically low TC/RC levels, which may limit production capacity [2] Group 3 - As of December 31, 2025, the top ten weighted stocks in the non-ferrous metal industry index account for 51.65% of the index, including major companies like Zijin Mining and China Aluminum [3]

Group 1 - The core viewpoint of the news is that Hong Kong's robotics concept stocks are experiencing a significant rise, indicating positive market sentiment towards this sector [1] Group 2 - Lens Technology (蓝思科技) has seen its stock price increase by over 10% [1] - Jinli Permanent Magnet (金力永磁) has experienced a stock price rise of over 5% [1] - Sanhua Intelligent Control (三花智控) has also seen its stock price increase by over 4% [1] - Fourth Paradigm (第四范式) and Lijin Technology (力劲科技) are following the upward trend [1]

人民财讯1月9日电，稀土永磁板块震荡拉升，安泰科技涨停，中科磁业、金力永磁、厦门钨业、九菱科 技、中稀有色等跟涨。 ...

Core Viewpoint - Jinli Permanent Magnet expects a net profit attributable to shareholders of RMB 660 million to RMB 760 million for the year ending December 31, 2025, representing a year-on-year growth of 127% to 161% [2] Company Overview - The company's products are widely used in various sectors including new energy vehicles, automotive components, energy-saving variable frequency air conditioning, wind power generation, robotics, industrial servo motors, 3C, low-altitude aircraft, and energy-saving elevators [2] - Jinli Permanent Magnet has established long-term stable partnerships with leading enterprises in these fields [2] Product Development - The company has made small batch deliveries of its motor rotors and magnetic materials for humanoid robots, as well as products for the low-altitude aircraft sector [2]

Core Viewpoint - Jieli Permanent Magnet (06680) expects a significant increase in net profit for the fiscal year ending December 31, 2025, projecting a profit of RMB 660 million to RMB 760 million, representing a year-on-year growth of 127% to 161% [1] Group 1: Financial Performance - The company anticipates net profit attributable to shareholders to be between RMB 660 million and RMB 760 million for the fiscal year ending December 31, 2025 [1] - This projection indicates a substantial year-on-year growth of 127% to 161% [1] Group 2: Product Applications and Partnerships - Jieli's products are widely used in various sectors, including new energy vehicles, automotive components, energy-efficient variable frequency air conditioners, wind power generation, robotics, industrial servo motors, 3C electronics, low-altitude aircraft, and energy-saving elevators [1] - The company has established long-term and stable partnerships with leading enterprises in these fields, both domestically and internationally [1] - The company has already delivered small batches of products in the fields of robotic motor rotors and magnetic materials, as well as low-altitude aircraft [1]

Group 1 - The core viewpoint of the article is that Jinli Permanent Magnet (金力永磁) expects significant profit growth for the fiscal year ending December 31, 2025, with projected net profit attributable to shareholders ranging from RMB 660 million to RMB 760 million, representing a year-on-year increase of 127% to 161% [1] - The company's products are widely used in various sectors, including new energy vehicles, automotive components, energy-efficient variable frequency air conditioning, wind power generation, robotics, industrial servo motors, 3C electronics, low-altitude aircraft, and energy-saving elevators [1] - Jinli Permanent Magnet has established long-term stable partnerships with leading companies in these fields, indicating strong market positioning and collaboration [1] Group 2 - The company has already made small batch deliveries of its products in the fields of robotic motor rotors and magnetic materials, as well as low-altitude aircraft [1]

Investment & Operations - Aimeike's exclusive distribution of botulinum toxin type A injection product has received drug registration certificate [1] - Kangtai Biological's clinical trial application for acellular pertussis-diphtheria-tetanus (component) combined vaccine has been accepted [1] - Runjian Co. signed a strategic cooperation framework agreement with JD Technology to expand in AI applications and intelligent computing cloud [1] - Zhongwu Drone signed a contract for drone systems worth over 100 million, expected to positively impact annual operating performance [1] - Jiechuang Intelligent plans to procure IT equipment and spare parts totaling no more than 4 billion for cloud computing business [1] - Pairui Co. signed a bulk procurement framework agreement for IGBT chips, with forecasted supply total amounting to approximately 131.4 billion for 2028, 2029, and 2030 [1] - Poly United won a bid for a 1.528 billion yuan stripping engineering project [1] - Quanxin Co. plans to issue convertible bonds to raise no more than 312 million for commercial aviation transmission and integrated communication products [1] - Guangdong Power A's Huizhou power plant expansion project (2×1000MW) has commenced operation for unit 5, with a total investment of 8.05 billion [1] - Changhong Technology's subsidiary has secured semiconductor consumables orders from a major domestic wafer factory, expected to account for over half of procurement share by 2026 [1] Performance - Jinli Permanent Magnet expects a net profit increase of 127%-161% year-on-year for 2025, with small batch deliveries of embodied robot motor rotors and magnetic materials [1] - Yingqu Technology anticipates a net profit increase of 114.69%-162.40% year-on-year for 2025 [1] - Absen expects a net profit increase of 105.32%-148.09% year-on-year for 2025 [1] - Industrial Fulian plans to distribute cash dividends totaling 6.55 billion (including tax) for the first half of 2025, with the equity registration date set for January 15, 2026 [1] Capital Operations - Beifang Changlong plans to acquire 51% of Shunyi Technology, expected to constitute a major asset restructuring [2] - Huibo Pu is planning to transfer 25%-30% of its shares, leading to stock suspension [2] - Tiansheng New Materials' largest shareholder Wu Haizhou is planning significant matters that may lead to a change in control, resulting in stock suspension [2] - Quanyin High-Tech's offer from Zhongzhong Group has expired, and the stock will resume trading [2] - Kede Education's actual controller plans to transfer 23.57% of its shares, with Huaxin Future becoming the controlling shareholder [2]