Mei Ri Jing Ji Xin Wen·2025-08-21 02:32Group 1 - The core viewpoint of the report is that China Galaxy recommends Jinli Permanent Magnet (300748.SZ) due to several positive factors affecting its performance [2] Group 2 - The report highlights that rare earth prices have stabilized and are on the rise, leading to continuous improvement in profitability [2] - There is a significant increase in the share of revenue from the air conditioning sector, while the new energy vehicle sector remains stable [2] - The proportion of overseas revenue has decreased in the first half of the year, but exports to the U.S. have increased [2] - The company is building a rare earth recycling system, with Silver Sea New Materials starting to turn a profit [2] - Early investments in emerging fields have led to small-scale deliveries of humanoid robots [2]