Zheng Quan Shi Bao Wang·2025-10-09 21:26Core Viewpoint - The company Jinli Permanent Magnet (300748) expects a significant increase in net profit for the first three quarters of the year, projecting between 505 million to 550 million yuan, representing a year-on-year growth of 157% to 179% [2]. Financial Performance - The projected non-recurring net profit is between 415 million to 460 million yuan, indicating a year-on-year increase of 365% to 415% [2]. - In the first half of 2025, the company achieved sales revenue of 1.675 billion yuan in the new energy vehicle and auto parts sector, with a corresponding sales volume growth of 28.14% [3]. - The variable frequency air conditioning sector generated sales revenue of 1.050 billion yuan, with a sales volume increase of 19.85% [3]. Business Operations - Jinli Permanent Magnet is a high-tech enterprise engaged in the R&D, production, and sales of high-performance neodymium-iron-boron permanent magnetic materials, magnetic components, embodied robot motor rotors, and rare earth recycling [2]. - The company has established a dedicated division for embodied robot motor rotors, with plans for small batch deliveries of related products by the third quarter of 2025 [3]. - The company is actively expanding its production capacity, with a planned actual production capacity of 32,000 tons for magnetic materials in 2024, and aims to reach an annual capacity of 38,000 tons by the end of 2024 [3]. Market Position and Strategy - Jinli Permanent Magnet has formed long-term stable partnerships with leading companies in various fields, including new energy vehicles, energy-efficient variable frequency air conditioning, wind power generation, robotics, and industrial servo motors [2]. - The company is adapting to market demands by investing in specialized facilities, equipment, and teams to enhance its production capabilities [3]. - The company is also addressing the volatility of rare earth material prices through flexible inventory strategies, ensuring delivery capabilities and maintaining operational stability [2].