| 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 ...

证券代码：300748 证券简称：金力永磁 2、请介绍公司的当前产能和包头三期建设情况？ 答：在董事会战略引领以及全员努力下，公司已达成于 2021 年 3 月制定的"到 2025 年建成年产 4 万吨高性能稀土永磁材料产能"的五年发展规划。 2025 年 1 月，公司根据市场需求并结合自身业务发展需要，投资建设"年产 2 万吨高性能稀土永磁材料绿色智造项目"，目前，该项目两个车间工程主体顺利通过 验收，力争到 2027 年建成 6 万吨稀土永磁材料产能。 投资者关系 江西金力永磁科技股份有限公司 投资者关系活动记录表 编号：2026-001 | | √特定对象调研 □媒体采访 | | □分析师会议 □业绩说明会 | | | | --- | --- | --- | --- | --- | --- | | 投资者关系 | □新闻发布会 | | □路演活动 | | | | 活动类别 | □现场参观 | | | | | | | □其他 | | （请文字说明其他活动内容） | | | | 形式 | 现场 | 网上 ☐ 姓名 | 电话会议 ☐ | | 机构名称 | | | 李柔璇 季熠 | | | 西部证券 华泰资产 ...

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%。 ...

智通财经APP获悉，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(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%。 ...

Ac t i o n | 29 Jan 2026 12:25:37 ET │ 18 pages JL MAG (300748.SZ/6680.HK) Rerating on Rare Earth Upcycle and Improving Long-term Demand Visibility; Upgrade JL Mag-A to Buy CITI'S TAKE We upgrade JL Mag-A to Buy (from Neutral) and raise our target price to Rmb48/Hkd35 for A/H shares, applying 38.2x P/E for A-sh and 25.9x for H- sh, historical averages since listed. We believe the company is entering a more favorable earnings phase driven by the upcycle in rare-earth prices, stable export operations, and imp ...

Core Viewpoint - The stock of JINLI Permanent Magnet (06680) has seen a significant increase, rising by 4.29% to HKD 23.8, with a trading volume of HKD 203 million, driven by rising rare earth prices and positive profit forecasts for 2025 [1][1]. Group 1: Rare Earth Prices - Since January, rare earth prices have been on the rise, with notable increases in yttrium oxide, praseodymium oxide, and neodymium oxide, where both praseodymium and neodymium prices have increased by over HKD 120,000 per ton [1]. - As of January 28, the average price of yttrium oxide was HKD 77,000 per ton, up 33.46% from the end of last year; neodymium oxide averaged HKD 732,500 per ton, up 20.08%; and praseodymium oxide averaged HKD 733,300 per ton, up 19.92% [1][1][1]. Group 2: Company Performance - JINLI Permanent Magnet has issued a profit warning, projecting a net profit attributable to shareholders for the full year 2025 to be between HKD 660 million and HKD 760 million, representing a year-on-year growth of 127% to 161% [1][1]. - The company has reported record high production and sales volumes, further solidifying its position as a leader in the global rare earth permanent magnet industry [1]. - For the fiscal year 2025, the company has already made small batch deliveries of products related to robotic motor rotors and magnetic materials, as well as products in the low-altitude aircraft sector [1].

每经AI快讯，金力永磁(06680.HK)涨超4%，截至发稿，涨4.29%，报23.8港元，成交额2.03亿港元。 ...

Core Viewpoint - The stock of Jinli Permanent Magnet (金力永磁) has increased by over 4%, reaching HKD 23.8, driven by rising rare earth prices and positive profit forecasts for 2025 [1] Group 1: Rare Earth Prices - Since January, rare earth prices have been on the rise, with significant increases in prices for yttrium oxide, praseodymium oxide, and neodymium oxide [1] - As of January 28, the average price of yttrium oxide was HKD 77,000 per ton, up 33.46% from the end of last year [1] - The average price of neodymium oxide reached HKD 732,500 per ton, reflecting a 20.08% increase year-on-year [1] - The average price of praseodymium oxide was HKD 733,300 per ton, showing a cumulative increase of 19.92% compared to the end of last year [1] Group 2: Company Performance - Jinli Permanent Magnet has issued a profit warning, projecting a net profit attributable to shareholders of between HKD 660 million and HKD 760 million for the full year of 2025, representing a growth of 127% to 161% year-on-year [1] - The company reported record high production and sales volumes, further solidifying its position as a leader in the global rare earth permanent magnet industry [1] - For the 2025 fiscal year, the company has already made small batch deliveries of products related to robotic motor rotors and magnetic materials, as well as products in the low-altitude aircraft sector [1]

Group 1 - The core viewpoint of the article highlights the significant rise in rare earth prices since January, particularly for yttrium oxide, praseodymium oxide, and neodymium oxide, with notable increases in their prices [1] - As of January 28, the average price of yttrium oxide reached 77,000 CNY per ton, marking a 33.46% increase compared to the end of last year; neodymium oxide averaged 732,500 CNY per ton, up 20.08%; and praseodymium oxide averaged 733,300 CNY per ton, with a cumulative increase of 19.92% [1] - Jinli Permanent Magnet (06680) saw its stock price rise over 4%, currently at 23.8 HKD, with a trading volume of 203 million HKD [1] Group 2 - Jinli Permanent Magnet has issued a profit warning, projecting a net profit attributable to shareholders of 660 million to 760 million CNY for the full year of 2025, representing a growth of 127% to 161% year-on-year [1] - The company reported record high production and sales volumes, further solidifying its position as a leader in the global rare earth permanent magnet industry [1] - For the fiscal year 2025, the company has already made small batch deliveries of its robotic motor rotors and magnetic materials, as well as products in the low-altitude aircraft sector [1]

Group 1 - Allianz SE reduced its stake in Jinli Permanent Magnet (06680) by 772,600 shares at an average price of HKD 22.4236 per share, totaling approximately HKD 17.3245 million [1] - After the reduction, Allianz SE's latest holding is 15.9 million shares, representing a stake of 6.77% [1]