Group 1 - JPMorgan Chase & Co. increased its stake in Jinli Permanent Magnet (06680.HK) by purchasing 254,200 shares at an average price of HKD 21.7208 per share, totaling approximately HKD 5.5214 million [1] - Following this acquisition, JPMorgan's total holdings in Jinli Permanent Magnet rose to 16,644,751 shares, increasing its ownership percentage from 6.98% to 7.09% [1][2]

香港联交所最新资料显示，2月10日，摩根大通增持金力永磁（300748）(06680)25.42万股，每股作价 21.7208港元，总金额约为552.14万港元。增持后最新持股数目约为1664.48万股，最新持股比例为 7.09%。 ...

Group 1 - Morgan Stanley increased its stake in Jinli Permanent Magnet (06680) by 254,200 shares at a price of HKD 21.7208 per share, totaling approximately HKD 5.5214 million [1] - After the increase, the total number of shares held by Morgan Stanley is approximately 16.6448 million, representing a holding percentage of 7.09% [1]

2月13日A股有色金属板块整体下跌2.94%，金属新材料板块下跌1.11%，市场风险偏好下降对个股形成 拖累。同期，中证稀土产业指数下跌1.00%，成分股厦门钨业（600549）、中国稀土（000831）等跟 跌，反映稀土板块整体情绪偏谨慎。 公司基本面 金力永磁在2025年已实现年产4万吨高性能稀土永磁材料产能目标，并计划到2027年扩产至6万吨。尽管 公司2025年预计净利润同比增长127%-161%，但国投证券指出其市盈率（TTM）达84.71倍，高于行业 平均水平，部分投资者可能担忧产能扩张后的盈利兑现节奏。 经济观察网 金力永磁（300748）（300748.SZ）在2026年2月13日出现股价回调，收盘报37.54元，单日 下跌2.32%。尽管公司近期披露了积极的产能扩张计划，但股价回调主要受以下因素综合影响： 股价与资金表现 截至2月13日，股价跌破5日均线（37.41元），MACD柱状图转负（-0.068），显示短期动能减弱。当日 主力资金净流出1.32亿元，占总成交额比例达21%，资金面压力显著。股价目前接近20日布林带上轨 （40.44元），技术性调整压力增大。 行业板块情况 资金动向 2 ...

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]

天眼查App显示，近日，金力永磁（300748）(赣州)新材料有限公司发生工商变更，注册资本由1亿人民 币增至11亿人民币，增幅1000%。 该公司成立于2024年11月，法定代表人为毛华云，经营范围含电子专用材料制造、电子专用材料销售、 电子专用材料研发、磁性材料生产、磁性材料销售、稀土功能材料销售、电子专用设备制造等。股东信 息显示，该公司由金力永磁全资持股。 ...

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]

智通财经APP获悉，金力永磁(06680)再涨超4%，截至发稿，涨4.09%，报23.4港元，成交额1.97亿港 元。 消息面上，2026开年以来，稀土价格一路上行。根据包头稀土产品交易所数据，截至2月11日，氧化镨 均价达到87.7万元/吨，今年以来涨价超26万元/吨，涨幅43.42%；氧化钕均价达到87万元/吨，今年以来 涨价26万元/吨，涨幅42.62%；氧化镨钕、金属钕、金属镨钕年内累计涨幅均在35%以上。 国元证券研报认为，随着稀土在高端制造领域的应用不断拓展，新能源汽车、风力发电、机器人等下游 需求持续放量，叠加行业技术进步及国家政策对资源管控和产业升级的支持，稀土永磁产业有望进入新 一轮成长周期。 ...

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]