ZHmag(SZ:300224) Xin Lang Cai Jing·2026-02-02 01:31Core Viewpoint - Zhenghai Magnetic Materials experienced a decline of 5.92% on January 30, with a trading volume of 1.243 billion yuan, indicating potential market volatility and investor sentiment shifts [1]. Financing Summary - On January 30, Zhenghai Magnetic Materials had a financing buy amount of 104 million yuan and a financing repayment of 132 million yuan, resulting in a net financing outflow of 27.37 million yuan [1]. - The total financing and securities lending balance reached 608 million yuan, with the financing balance accounting for 3.73% of the circulating market value, which is above the 60th percentile of the past year [1]. - In terms of securities lending, 25,700 shares were repaid, while 5,900 shares were sold, with a selling amount of 103,200 yuan, indicating a lower securities lending balance compared to the 40th percentile of the past year [1]. Company Performance - As of September 30, the number of shareholders for Zhenghai Magnetic Materials increased by 20.95% to 82,600, while the average circulating shares per person decreased by 7.86% to 11,231 shares [2]. - For the period from January to September 2025, the company reported a revenue of 4.973 billion yuan, reflecting a year-on-year growth of 30.54%, and a net profit attributable to shareholders of 228 million yuan, up 20.46% year-on-year [2]. - Since its A-share listing, the company has distributed a total of 1.28 billion yuan in dividends, with 494 million yuan distributed over the past three years [2]. Institutional Holdings - As of September 30, 2025, Hong Kong Central Clearing Limited was the sixth largest circulating shareholder with 7.3992 million shares, an increase of 2.1523 million shares from the previous period [2]. - Qianhai Kaiyuan HuGang Shen Core Resource Mixed A (003304) ranked seventh with 6.2205 million shares, up by 1.8514 million shares, while the Jiashi Zhongzheng Rare Earth Industry ETF (516150) entered the top ten shareholders with 5.4130 million shares [2]. - Notably, several funds, including Southern Zhongzheng 1000 ETF (512100) and Huaxia Zhongzheng 1000 ETF (159845), have exited the top ten circulating shareholders list [2].