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]

Group 1 - The core point of the article is that Jinli Permanent Magnet (300748) has increased its registered capital from 100 million RMB to 1.1 billion RMB, marking a 1000% increase [1] Group 2 - The company was established in November 2024 and is 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]

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]

Core Viewpoint - The price of rare earth elements has been rising significantly since the beginning of 2026, positively impacting companies like Jinli Permanent Magnet (06680) which saw its stock price increase by over 4% [1] Industry Summary - As of February 11, the average price of praseodymium oxide reached 877,000 CNY per ton, an increase of over 260,000 CNY per ton this year, representing a growth of 43.42% [1] - The average price of neodymium oxide reached 870,000 CNY per ton, with a similar increase of 260,000 CNY per ton this year, reflecting a growth of 42.62% [1] - The cumulative price increase for praseodymium-neodymium oxide, metallic neodymium, and metallic praseodymium-neodymium has exceeded 35% this year [1] Company Summary - Jinli Permanent Magnet's stock price rose by 4.09% to 23.4 HKD, with a trading volume of 197 million HKD [1] - The company is positioned to benefit from the expanding applications of rare earth materials in high-end manufacturing sectors such as electric vehicles, wind power generation, and robotics [1] - Industry advancements and supportive national policies regarding resource management and industrial upgrades are expected to drive the rare earth permanent magnet industry into a new growth cycle [1]

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]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示概不就因本公告全部或任何部份內容而產生或因倚賴 該等內容而引致之任何損失承擔任何責任。 JL MAG RARE-EARTH CO., LTD. 江西金力永磁科技股份有限公司 （在中華人民共和國註冊成立的股份有限公司） （股份代碼：06680） 海外監管公告 本公告乃根據香港聯合交易所有限公司證券上市規則第13.10B條而做出。 茲載列江西金力永磁科技股份有限公司於深圳證券交易所網站( www.szse.cn )刊登 的公告如下，僅供參閱。 承董事會命 江西金力永磁科技股份有限公司 董事長 蔡報貴 江西，2026年2月11日 於本公告日期，董事會成員包括執行董事蔡報貴先生及呂鋒先生；非執行董事胡 志濱先生、李忻農先生及梁敏輝先生；及獨立非執行董事朱玉華先生、徐風先生 及曹穎女士。 截至 2026 年 1 月 1 日，母公司划转至金力赣州新材料的资产状况明细如下， 划转基准日至交割日期间发生的资产变动将根据实际情况进行调整并予以划转， 最终划转的资产金额及明细项目以划转实施结果为准。 | 科目 ...

证券代码：300748 证券简称：金力永磁 公告编号：2026-005 截至 2026 年 1 月 1 日，母公司划转至金力赣州新材料的资产状况明细如下， 划转基准日至交割日期间发生的资产变动将根据实际情况进行调整并予以划转， 最终划转的资产金额及明细项目以划转实施结果为准。 | 科目 | 金额（元） | | --- | --- | | 固定资产 | 537,139,860.10 | | 无形资产 | 25,109,712.13 | | 存货 | 969,368,166.97 | | 应付账款 | -636,621,346.86 | | 合计 | 894,996,392.34 | 江西金力永磁科技股份有限公司 关于向全资子公司划转资产暨增资的公告 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。 江西金力永磁科技股份有限公司（以下简称"公司"或"金力永磁"）2024 年 10 月 24 日召开第四届董事会第三次会议审议通过《关于投资设立全资子公司 的议案》，为整合集团业务和资产，优化内部资源配置，提高经营管理效率，公 司拟将母公司现有生产经营性资产进行剥离，在江 ...

Core Viewpoint - The rare earth market is experiencing a price increase for key products, driven by stable demand and supply constraints expected to persist through 2026 [3] Price Movements - As of February 10, the average price of praseodymium-neodymium oxide is 850,200 CNY/ton, up by 51,400 CNY/ton - The average price of praseodymium-neodymium metal is 1,016,000 CNY/ton, up by 39,700 CNY/ton - The average price of dysprosium oxide is 1,412,200 CNY/ton, up by 11,400 CNY/ton - The average price of terbium oxide is 6,234,300 CNY/ton, up by 20,000 CNY/ton [3] Market Outlook - According to Guotou Securities, the rare earth prices have been rising since January, with expectations of a new inventory replenishment cycle starting due to stable demand and supply constraints [3] - Guojin Securities believes that the rare earth sector will continue to see both valuation and performance improvements, with 2026 being a critical year for resolving competition among peers in the industry [3]

Core Viewpoint - The stock price of Jinli Permanent Magnet (06680) has increased significantly, reflecting a positive market sentiment towards rare earth products, driven by rising prices and anticipated demand growth in the sector [5]. Group 1: Stock Performance - Jinli Permanent Magnet's stock price rose by over 9% during the trading session, with a current price of 22.84 HKD, marking a 6.63% increase and a trading volume of 237 million HKD [5]. Group 2: Rare Earth Market Trends - As of February 10, the prices of major rare earth products have shown an upward trend, with praseodymium-neodymium oxide averaging 850,200 CNY/ton, up by 51,400 CNY/ton; metallic praseodymium-neodymium at 1,016,000 CNY/ton, up by 39,700 CNY/ton; dysprosium oxide at 1,412,200 CNY/ton, up by 11,400 CNY/ton; and terbium oxide at 6,234,300 CNY/ton, up by 20,000 CNY/ton [5]. - According to Guotou Securities, the rare earth prices have been on the rise since January, with expectations of stable growth in both domestic and international demand, potentially initiating a new inventory replenishment cycle [5]. - Guotong Securities also notes that the rare earth market is less influenced by macroeconomic sentiment, suggesting a focus on sector allocation opportunities [5]. - Guojin Securities believes that the rare earth sector will continue to evolve with both valuation and performance improvements, with 2026 being a critical year for resolving competition among key industry players [5].

Group 1 - The core viewpoint of the news is that Jinli Permanent Magnet has seen a significant increase in its stock price, rising by 5.07% to 38.55 CNY per share, with a total market capitalization of 53.029 billion CNY [1] - Jinli Permanent Magnet's stock has experienced a cumulative increase of 5.7% over the past three days, indicating positive market sentiment [1] - The company specializes in the research, production, and sales of high-performance neodymium iron boron permanent magnetic materials, with 91.98% of its revenue coming from neodymium iron boron magnets [1] Group 2 - Southern Fund's Southern CSI 500 ETF has reduced its holdings in Jinli Permanent Magnet by 215,100 shares, now holding 10,000,900 shares, which represents 0.74% of the circulating shares [2] - The Southern CSI 500 ETF has achieved a year-to-date return of 11.29% and a one-year return of 43.5%, ranking 650 out of 5,569 and 1,224 out of 4,295 respectively [2] - The fund manager, Luo Wenjie, has a total fund asset scale of 171.358 billion CNY, with a best return of 185.79% during his tenure [3]