Zheng Quan Ri Bao Zhi Sheng·2026-03-26 07:36Core Viewpoint - Jiangxi Jinli Permanent Magnet Technology Co., Ltd. reported significant growth in its 2025 annual performance, achieving record-high core financial metrics and demonstrating strong competitiveness in the rare earth permanent magnet sector [1][2]. Financial Performance - The company achieved total revenue of 7.718 billion yuan in 2025, a year-on-year increase of 14.11%, marking a historical high [1]. - The net profit attributable to shareholders reached 706 million yuan, up 142.44% year-on-year, while the net profit after deducting non-recurring items was 620 million yuan, reflecting a 264.00% increase [1]. - The company’s R&D investment reached 506 million yuan, accounting for 6.55% of total revenue, an increase of 1.81 percentage points year-on-year [1]. Dividend Policy - The company proposed a cash dividend of 2.2 yuan per 10 shares (including tax), with an expected total dividend of 302 million yuan, leading to a total cash dividend of 550 million yuan for 2025, a 103% increase year-on-year [2]. - The cash dividend payout ratio is approximately 78%, reflecting the company's commitment to returning long-term value to shareholders [2]. Production and Capacity Expansion - The company achieved record sales of 25,300 tons of magnetic materials in 2025, a 21% increase year-on-year, supported by steady capacity expansion [2]. - By the end of 2025, the company established a production capacity of 40,000 tons per year, with a utilization rate exceeding 90% [2]. - Future capacity plans include increasing production to 60,000 tons per year by the end of 2027, with ongoing projects in Baotou [2]. Market Position and Product Applications - The company maintained a leading market position in the new energy and energy-saving sectors, generating 3.941 billion yuan in revenue from the new energy vehicle sector, a 30.31% increase year-on-year [3]. - In the energy-saving variable frequency air conditioning sector, revenue reached 1.917 billion yuan, up 12.66% year-on-year, while the wind power sector generated 488 million yuan, with a 3.57% increase [3]. - The robotics sector showed strong performance, with revenue of 300 million yuan, reflecting a 45.19% year-on-year growth [3]. Strategic Initiatives - The company established a dedicated division for embodied robot motor rotors and set up a research center in Hong Kong, enhancing its strategic positioning in this emerging market [4]. - The company is actively investing in the supply chain and has built an automated production line for embodied robot rotors, with profitability expected to increase as downstream clients ramp up production [5]. - The company is also focusing on resource recycling through its subsidiary, which generated 195 million yuan in revenue and 505 million yuan in net profit [5].