格隆汇2月4日丨根据联交所最新权益披露资料显示，2026年1月30日，金力永磁(06680.HK)遭JPMorgan Chase & Co.以每股均价22.1537港元减持好仓166.23万 股，涉资约3682.6万港元。 减持后，JPMorgan Chase & Co.最新持好仓数目为1546.22万股，持好仓比例由7.29%下降至6.58%。 | 股份代號: | 06680 | | --- | --- | | 上市法國名稱: | 江西金力永磁科技股份有限公司 - H股 | | 日期 (日 / 月 / 年): | 04/01/2026 - 04/02/2026 | | 麦格序號 | 大股東/董事/最高行政人員名 作出披露的 買入 / 賣出或涉及的 每股的平均價 | | | | 持有權益的股份數目 佔已發行的 有關事件的日期 | | | --- | --- | --- | --- | --- | --- | --- | | | 股份數目 | 農内 | | | (語參閱上述 * 註 | 有投票權股 (日 / 月 / 年) | | | | | | | | 优自分比 | | | | | | | | 96 ) | | ...

香港联交所最新资料显示，1月30日，摩根大通减持金力永磁（300748）(06680)166.2296万股，每股作 价22.1537港元，总金额约为3682.6万港元。减持后最新持股数目约为1546.22万股，最新持股比例为 6.58%。 ...

智通财经APP获悉，香港联交所最新资料显示，1月30日，摩根大通减持金力永磁(06680)166.2296万 股，每股作价22.1537港元，总金额约为3682.6万港元。减持后最新持股数目约为1546.22万股，最新持 股比例为6.58%。 ...

FF301 呈交日期: 2026年2月4日 致：香港交易及結算所有限公司 公司名稱: 江西金力永磁科技股份有限公司 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 06680 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 227,640,800 | RMB | | 1 RMB | | 227,640,800 | | 增加 / 減少 (-) | | | 0 | | | RMB | | 0 | | 本月底結存 | | | 227,640,800 | RMB | | 1 RMB | | 227,640,800 | | 2. 股份分類 | 普通股 | 股份類別 | | A | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | -- ...

FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 江西金力永磁科技股份有限公司 呈交日期: 2026年2月4日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 06680 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 227,640,800 | RMB | | 1 RMB | | 227,640,800 | | 增加 / 減少 (-) | | | 0 | | | RMB | | 0 | | 本月底結存 | | | 227,640,800 | RMB | | 1 RMB | | 227,640,800 | | 2. 股份分類 | 普通股 | 股份類別 | ...

| 股份代號: | 06680 | | --- | --- | | 上市法國名稱: | 江西金力永磁科技股份有限公司 - P | | 日期(日 / 月 / 年): | 03/01/2026 - 03/02/2026 | 格隆汇2月3日丨根据联交所最新权益披露资料显示，2026年1月28日，金力永磁(06680.HK)获JPMorgan Chase & Co.以每股均价22.5441港元增持好仓126.44万 股，涉资约2850.5万港元。 增持后，JPMorgan Chase & Co.最新持好仓数目为1471.295万股，持好仓比例由5.72%上升至6.26%。 | 表格序號 | 大股東/董事/最高行政人員名 作出披露的 買入 / 費出或涉及的 每股的平均價 | | | | 持有權益的股份數目 佔已發行的 有關事件的日期 相 | | --- | --- | --- | --- | --- | --- | | | | 月末公 | 股份數目 | 請參閱 拉 * 註 | 有投票權投(日/月/年) 材 | | | | | | | 分自分成 | | CS20260202E00381 | JPMorgan Chase ...

Group 1: Financial Performance - The company expects a net profit attributable to shareholders of between CNY 660 million and CNY 760 million for 2025, representing a year-on-year growth of 127% to 161% [3] - The net profit excluding non-recurring items is projected to be between CNY 580 million and CNY 680 million, indicating a year-on-year increase of 241% to 300% [3] - In the first three quarters of 2025, the company achieved overseas sales revenue of CNY 942 million, accounting for 17.54% of total revenue, remaining stable compared to the previous year [5] Group 2: Production Capacity and Development - The company has achieved its five-year development plan to reach an annual production capacity of 40,000 tons of high-performance rare earth permanent magnet materials by 2025 [4] - In January 2025, the company invested in a project to produce 20,000 tons of high-performance rare earth permanent magnet materials, with two workshops successfully passing acceptance [4] - The company aims to establish a total production capacity of 60,000 tons by 2027 [4] Group 3: Product Development and Market Position - The company has begun small-scale deliveries of embodied robot motor rotors and magnetic materials, responding to the growing demand in this sector [4] - A research and development center for embodied robot motor rotors has been established in Hong Kong, positioning the company as a key partner for the Hong Kong government [4] Group 4: Export and Regulatory Compliance - The company has obtained export licenses following the introduction of export control measures for medium and heavy rare earth materials [5] - Sales revenue from exports to the United States reached CNY 354 million, accounting for 6.58% of total revenue, with a year-on-year growth of 43.92% [5] Group 5: Recycling Business - The company holds a 51% stake in a rare earth recycling enterprise, Silver Sea New Materials, which has been consolidated into its financial statements [6] - The recycling project has received approval from relevant authorities and aims to utilize waste materials generated during production processes [7]

香港联交所最新资料显示，1月28日，摩根大通增持金力永磁（300748）(06680)126.4396万股，每股作 价22.5441港元，总金额约为2850.47万港元。增持后最新持股数目约为1471.3万股，最新持股比例为 6.26%。 ...

Group 1 - Morgan Stanley increased its stake in Jinli Permanent Magnet (06680) by 1,264,396 shares at a price of HKD 22.5441 per share, totaling approximately HKD 28.5047 million [1] - After the increase, the total number of shares held by Morgan Stanley is approximately 14,713,000, representing a holding percentage of 6.26% [1]

Summary of JL MAG (300748.SZ/6680.HK) Conference Call Company Overview - **Company Name**: JL MAG Rare-Earth - **Ticker**: 300748.SZ (A-shares), 6680.HK (H-shares) - **Industry**: Rare Earth Materials, specifically high-performance NdFeB permanent magnets Key Points 1. Upgrade and Target Price - JL Mag-A has been upgraded to a Buy rating from Neutral, with a target price raised to Rmb48 for A-shares and HK$35 for H-shares, applying P/E multiples of 38.2x and 25.9x respectively, based on historical averages since listing [1][9][27] 2. Rare Earth Price Upcycle - The market is experiencing a renewed upcycle in rare-earth prices, with PrNd metal prices exceeding Rmb900,000 per ton as of January 29. This price increase is expected to enhance profitability for leading magnet producers due to cost pass-through mechanisms in customer contracts [2][9] 3. Humanoid Robotics Demand - The humanoid robotics sector is showing improving visibility and execution certainty. Tesla's guidance indicates a Gen3 launch targeted for Q1 2026, with significant volume ramp-up expected by the end of 2026. This development is anticipated to drive long-term demand for high-performance NdFeB magnets [3][9] 4. US Policy and China's Supply Role - Recent reports suggest that the US government is stepping back from plans to introduce minimum price guarantees for domestic critical minerals, including rare earths. This situation reinforces the importance of China's supply in the global high-performance magnet supply chain [4][9] 5. Valuation Justification - The valuation of JL Mag is based on projected 2027 earnings, reflecting the impact of emerging robotics demand. The company is expected to trade back toward its historical average valuation multiples, supported by earnings recovery from the rare-earth price upcycle and stable export operations [9][26][31] 6. Risks - Key risks include price fluctuations of rare earth raw materials, policy risks, and sales volume expectations. These factors could impact the achievement of the target price for JL Mag-A shares [28][33] 7. Investment Strategy - The investment strategy emphasizes JL Mag's position as a leader in high-performance magnetic materials, with strong customer relationships and capacity expansion plans in China and Mexico. The company is well-positioned to benefit from demand growth in new energy vehicles (NEVs), wind power, and robotics [26][30][31] 8. Short-Term Catalysts - The upcoming unveiling of Tesla's Optimus 3 is expected to act as a positive catalyst for the magnet supply chain, enhancing market sentiment towards JL Mag [15][16] Additional Insights - JL Mag is recognized as a high-tech enterprise engaged in R&D, production, and sales of high-performance NdFeB PMs and magnetic components, with applications across various sectors including NEVs, robotics, and energy conservation [25][29]