Core Viewpoint - The stock of Jinli Permanent Magnet (06680) has risen over 7%, driven by tight supply expectations and increased purchasing activity in the rare earth market, particularly for praseodymium and neodymium products [1] Group 1: Market Dynamics - A separation plant's year-long shutdown has led to sustained tight supply expectations in the rare earth market [1] - Major magnetic material manufacturers are actively restocking, contributing to heightened market activity and a shift from typical year-end quietness [1] - On February 9, prices for praseodymium and neodymium products saw significant increases, with praseodymium oxide averaging 805,000 yuan/ton and praseodymium metal averaging 980,000 yuan/ton [1] Group 2: Supply and Demand Outlook - Guotou Securities anticipates that rigid constraints from whitelist and quota indicators will affect supply in 2026, with stable growth in both domestic and international demand expected [1] - A new round of restocking may begin, with optimism for rising rare earth prices in 2026 [1] - Huayuan Securities notes that tight supply and policy support are sustaining the current market, with ongoing shortages in praseodymium oxide supply and low willingness from upstream holders to sell at lower prices [1] Group 3: Price Trends - Downstream magnetic material companies are shifting from essential purchasing to stockpiling, indicating a change in demand behavior [1] - Baogang Group and Northern Rare Earth reported a 2.4% quarter-on-quarter increase in rare earth concentrate transaction prices, supporting the upward movement of rare earth price levels [1]

香港联交所最新资料显示，2月3日，摩根大通增持金力永磁（06680）138.2047万股，每股作价21.151港 元，总金额约为2923.17万港元。增持后最新持股数目约为1743.1万股，最新持股比例为7.42%。 香港联交所最新资料显示，2月3日，摩根大通增持金力永磁（06680）138.2047万股，每股作价21.151港 元，总金额约为2923.17万港元。增持后最新持股数目约为1743.1万股，最新持股比例为7.42%。 责任编辑：卢昱君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 责任编辑：卢昱君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 ...

香港联交所最新资料显示，2月3日，摩根大通增持金力永磁（300748）(06680)138.2047万股，每股作价 21.151港元，总金额约为2923.17万港元。增持后最新持股数目约为1743.1万股，最新持股比例为 7.42%。 ...

Group 1 - Morgan Stanley increased its stake in Jinli Permanent Magnet (06680) by 1,382,047 shares at a price of HKD 21.151 per share, totaling approximately HKD 29.23 million [1] - After the increase, the total number of shares held by Morgan Stanley is approximately 17,431,000, representing a holding percentage of 7.42% [1]

| 表格序號 | 大股東/董事/最高行政人員名稱 作出披露的 買入 / 費出或涉及的股每股的平均價 | | | | 持有權益的股份數目 佔已發行的 有關事件的日 | | | --- | --- | --- | --- | --- | --- | --- | | | | 景区 | 份致目 | | (請參閱上述 * 註解) 有投票權股 (日 / 月 / 年 (觉自分成 | | | | | | | | ( % ) | | | CS20260206E00371 | JPMorgan Chase & Co. 1101(L) 1,382,047(L) | | | HKD 21.1510 | 17.430.951(L) | 7.42(L)03/02/2026 | | | | | | | 13.789.549(S) | 5.87 (S) | | | | | | | 3 689 270/P) | 157(P) | 格隆汇2月6日丨根据联交所最新权益披露资料显示，2026年2月3日，金力永磁(06680.HK)获JPMorgan Chase & Co.以每股均价21.151港元增持好仓138.20万 股，涉资约2923.2万港元 ...

Group 1 - Allianz SE reduced its stake in Jinli Permanent Magnet (06680) by 1.3334 million shares at a price of HKD 22.0347 per share, totaling approximately HKD 29.3811 million [2][4] - After the reduction, Allianz SE's remaining shareholding is 13.3304 million shares, representing a new ownership percentage of 5.68% [2][4]

Group 1 - Allianz SE reduced its stake in Jinli Permanent Magnet (06680.HK) by selling 1.3334 million shares at an average price of HKD 22.0347 per share, amounting to approximately HKD 29.381 million [1] - Following the sale, Allianz SE's total shareholding decreased to 13.3304 million shares, resulting in a reduction of its ownership percentage from 6.25% to 5.68% [1][2]

Group 1 - Allianz SE reduced its stake in Jinli Permanent Magnet (300748) by 1.3334 million shares at a price of HKD 22.0347 per share, totaling approximately HKD 29.3811 million [1] - After the reduction, Allianz SE's latest shareholding stands at 13.3304 million shares, representing a holding percentage of 5.68% [1]

Group 1 - Allianz SE reduced its stake in Jinli Permanent Magnet (06680) by 1.3334 million shares at a price of HKD 22.0347 per share, totaling approximately HKD 29.3811 million [1] - After the reduction, Allianz SE's latest shareholding stands at 13.3304 million shares, representing a holding percentage of 5.68% [1]

Group 1 - The core point of the news is that Jinli Permanent Magnet experienced a decline of 5.03% in stock price, reaching 34.55 yuan per share, with a trading volume of 858 million yuan and a turnover rate of 2.16%, resulting in a total market capitalization of 47.527 billion yuan [1] - Jinli Permanent Magnet Technology Co., Ltd. is located in Ganzhou, Jiangxi Province, and was established on August 19, 2008. The company was listed on September 21, 2018, and its main business involves the research, production, and sales of high-performance neodymium-iron-boron permanent magnet materials, magnetic components, and the recycling of rare earth permanent magnet materials [1] - The main business revenue composition of Jinli Permanent Magnet is 91.98% from neodymium-iron-boron magnets and 8.02% from other supplementary sources [1] Group 2 - From the perspective of the top ten circulating shareholders of Jinli Permanent Magnet, a fund under Southern Fund ranks among them. The Southern CSI 500 ETF (510500) reduced its holdings by 215,100 shares in the third quarter, holding a total of 10.0009 million shares, which accounts for 0.74% of the circulating shares. The estimated floating loss today is approximately 18.3017 million yuan [2] - The Southern CSI 500 ETF (510500) was established on February 6, 2013, with a latest scale of 144.69 billion yuan. Year-to-date returns are 11.19%, ranking 482 out of 5566 in its category; the one-year return is 51.04%, ranking 1152 out of 4285; and since inception, the return is 179.82% [2]