Core Viewpoint - The rare metals sector is experiencing a correction, with the China Rare Metals Theme Index dropping by 8.85% as of January 30, 2026, driven by global inflation expectations and geopolitical tensions that enhance the monetary and security attributes of rare metals [1]. Group 1: Market Performance - The three major A-share indices opened lower, with significant declines in rare metals, particularly led by Zhongke Magnetic and other companies like Zhuhai Group and Xiyang Co. [1]. - The top ten weighted stocks in the China Rare Metals Theme Index account for 59.54%, including companies like Luoyang Molybdenum, Northern Rare Earth, and Ganfeng Lithium [1]. Group 2: Supply and Demand Dynamics - The supply side is constrained by resource limitations and tightening policy regulations, while the demand side benefits from the synergy of new energy, high-end manufacturing, and strategic security needs [1]. - Structural demand driven by AI computing infrastructure, grid upgrades, and solid-state battery industrialization is expected to elevate the price center of various rare metals, transitioning them from cyclical commodities to strategic assets [1]. Group 3: Investment Tools - The rare metals ETF (562800) tracks the China Rare Metals Theme Index, providing a convenient tool for investors looking to gain exposure to the rare metals sector [1]. - Investors can also consider the rare metals ETF linked fund (014111) to explore investment opportunities in the rare metals sector [2].

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：301141 证券简称：中科磁业 公告编号：2026-003 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导性陈述或重大遗 漏。 一、 本期业绩预计情况 （一）业绩预告期间 2025 年 1 月 1 日至 2025 年 12 月 31 日。 （二）业绩预告情况 特此公告。 □扭亏为盈 R同向上升 □同向下降 二、 与会计师事务所沟通情况 本次业绩预告的相关数据是公司财务部门初步测算结果，未经审计机构审计。公司已就业绩预告有关事 项与年报审计会计师事务所进行预沟通，公司与会计师事务所在本次业绩预告方面不存在重大分歧。 三、 业绩变动原因说明 报告期内，一方面随着募投项目部分达产，产能逐渐释放，产销量提升，带动业绩规模增长；另一方面 公司坚持以客户需求为导向，持续推动产品与技术的更新迭代，公司产品从单一电子元器件拓展至磁组 件的集成化升级，目前公司磁组件产品已顺利通过部分客户的验证，进入小批量供货阶段；与此同时， 公司不断深化与头部大客户的战略合作，持续提升在大客户端的市场份额，并加速拓展增量新客户，提 高公司产品的市场占有 ...

Group 1 - The core viewpoint of the article is that Zhongke Magnetic Industry has announced a significant increase in its expected net profit for the fiscal year 2025, projecting a profit between 29 million to 34.5 million yuan, which represents a year-on-year increase of 75.11% to 108.32% [2] Group 2 - The company anticipates that the net profit attributable to shareholders will be substantially higher compared to the previous year [2] - The projected profit range indicates strong financial performance and growth potential for the company in the upcoming fiscal year [2] - The announcement reflects the company's positive outlook and confidence in its operational strategies moving forward [2]

Earnings Forecasts - Shengyi Electronics expects a net profit of 1.431 billion to 1.513 billion yuan in 2025, an increase of 331.03% to 355.88% year-on-year [1] - Tigermed anticipates a net profit of 830 million to 1.23 billion yuan in 2025, representing a growth of 105% to 204% year-on-year [2] - Shunbo Alloy forecasts a net profit of 210 million to 270 million yuan in 2025, with an increase of 222.96% to 315.23% year-on-year [3] - Jinkong Electric expects a net profit of 155 million to 195 million yuan in 2025, reflecting a growth of 383.21% to 507.9% year-on-year [9] - Baiao Saitu anticipates a net profit of 162 million to 182 million yuan in 2025, with a year-on-year increase of 384.26% to 443.88% [18] - Panjiang Co. expects a net profit of 318 million to 380 million yuan in 2025, representing a growth of 205.30% to 264.83% year-on-year [38] Loss Forecasts - Liaoning Energy predicts a net loss of 273 million to 410 million yuan in 2025, compared to a profit of 202 million yuan in the previous year [5] - Anbotong anticipates a net loss of 114 million to 165 million yuan in 2025, with a revenue decrease of 19.65% to 27.25% [7] - Wantai Bio forecasts a net loss of 330 million to 410 million yuan in 2025, compared to a profit of 106 million yuan in the previous year [12] - Xingyun Co. expects a net loss of 155 million to 230 million yuan in 2025, compared to a loss of 82.44 million yuan in the previous year [20] - Huaxing Co. anticipates a net loss of 800 million to 1.2 billion yuan in 2025, with a reduction in loss compared to 1.67 billion yuan in the previous year [46] New Product Approvals - Hengrui Medicine received acceptance for a new indication application for its innovative drug, combining Carrelizumab and Apatinib for treating unresectable liver cancer [4] - Tianen Kang's subsidiary received a drug registration acceptance notice for Lidocaine and Prilocaine aerosol [31] - Lisheng Pharmaceutical announced that its Aminophylline tablets passed the consistency evaluation for generic drugs [40] Share Buyback Plans - Hengyuan Coal Power plans to repurchase shares with a total amount not less than 200 million yuan and not exceeding 250 million yuan [13] Contract Wins - China Communication Signal Co. won contracts totaling approximately 5.26 billion yuan for 21 important projects in the railway and urban rail transit markets [37]

东 东兴晨报 P1 2026 年 1 月 29 日星期四 经济要闻 1. 外交部：中英两国领导人成功会晤，同意发展长期稳定的全面战略伙伴 关系（资料来源：同花顺） 2. 财政部：12 月份，全国共销售彩票同比下降 9.1%。其中，福利彩票机 构销售 172.96 亿元，同比下降 9.6%；体育彩票机构销售 350.54 亿元，同 比下降 8.8%。2025 年全年，全国共销售彩票 6279.69 亿元，同比增长 0.7%。 （资料来源：同花顺） 3. 发改委：今年春运期间全社会跨区域人员流动量预计将达 95 亿人次， 创历史新高。自驾出行将继续处于主体地位，占比达八成左右。铁路、民航 客运量预计分别达到 5.4 亿人次和 9500 万人次，总体规模和单日峰值均有 望超过历史同期的峰值。（资料来源：同花顺） 4. 商务部：2025 年，我国全行业对外直接投资 12455.8 亿元人民币，比 上年增长 7.4%。其中，我国境内投资者共对全球 153 个国家和地区的 11048 家境外企业进行了非金融类直接投资，累计投资 10404.2 亿元人民币，增长 1.6%。（资料来源：同花顺） 5. 最高法：最高人民法院知 ...

Core Viewpoint - Zhongke Magnetic Industry (301141.SZ) forecasts a significant increase in net profit for the fiscal year 2025, indicating strong growth potential for the company [1] Financial Performance - The company expects net profit attributable to shareholders to be between 29 million and 34.5 million yuan, representing a year-on-year growth of 75.11% to 108.32% [1] - The net profit after deducting non-recurring gains and losses is projected to be between 23 million and 28 million yuan, with a year-on-year increase of 66.81% to 103.08% [1]

Core Viewpoint - Zhongke Magnetic Industry (301141.SZ) has disclosed its performance forecast for 2025, expecting a significant increase in net profit attributable to shareholders, indicating strong growth potential for the company [1] Financial Performance - The company anticipates a net profit of between 29 million to 34.5 million yuan, representing a year-on-year growth of 75.11% to 108.32% [1] - The net profit after deducting non-recurring gains and losses is projected to be between 23 million to 28 million yuan, with a year-on-year increase of 66.81% to 103.08% [1]

Core Viewpoint - The company, Zhongke Magnetic Industry (301141.SZ), expects a significant increase in net profit for 2025, projecting a range of 29 million to 34.5 million yuan, which represents a growth of 75.11% to 108.32% compared to the previous year [1] Group 1 - The company attributes the expected profit growth to the release of production capacity and increased sales volume driven by the completion of fundraising projects [1] - The company is advancing product and technology iterations, with its magnetic component products successfully passing validation from some clients and entering the small-batch supply phase [1] - The company is deepening cooperation with key clients and expanding its customer base to enhance market share [1]

中科磁业公告称，2025年1月1日至12月31日，预计归属于上市公司股东的净利润为2900万元 - 3450万 元，同比上升75.11% - 108.32%；扣非净利润为2300万元 - 2800万元，同比上升66.81% - 103.08%。业绩 增长因募投项目部分达产，产能释放，产销量提升；产品集成化升级，磁组件进入小批量供货；深化与 大客户合作，拓展新客户。本次业绩未经审计，具体数据以2025年年报为准。 ...

Financial Projections - The estimated net profit for 2025 is projected to be between 29 million and 34.5 million yuan, representing a year-on-year increase of 75.11%[3] - The net profit after deducting non-recurring gains and losses is expected to be between 23 million and 28 million yuan, reflecting a year-on-year increase of 66.81%[3] Product Development - The company has expanded its product offerings from single electronic components to integrated magnetic components, which have successfully passed customer validation and entered small batch supply[6] Strategic Initiatives - The company is deepening strategic cooperation with major clients to enhance market share and is accelerating the acquisition of new clients to increase product market penetration[6] - The performance growth is driven by the gradual release of production capacity and increased sales volume from investment projects[5]