稀土战略金属价值重估

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金力永磁午后涨超7% 公司拟于本月19日发业绩 预计中期纯利增长最多180%
Zhi Tong Cai Jing· 2025-08-07 06:05
Group 1 - The core viewpoint of the article highlights that Jinli Permanent Magnet (金力永磁) is experiencing a significant stock price increase, with a rise of over 7% and a current price of 19.99 HKD, alongside a trading volume of 383 million HKD [1] - The company plans to hold a board meeting on August 19 to approve its mid-term performance, with a projected revenue of approximately 3.5 billion CNY for the first half of 2025, reflecting a year-on-year growth of 4% to 5% [1] - The expected net profit attributable to shareholders is estimated to be between 300 million to 335 million CNY, indicating a substantial year-on-year increase of 151% to 180% [1] Group 2 - Western Securities (西部证券) notes that traditional downstream demand remains resilient, while emerging demands such as robotics are also on the rise, suggesting promising future growth for the company [1] - The recent export controls on medium and heavy rare earth materials by China, which cover upstream oxides to downstream magnetic materials, are expected to strengthen supply rigidity and potentially lead to a revaluation of the strategic metal's value [1] - Jinli Permanent Magnet has completed the issuance of 117.5 million USD in convertible bonds, with a net amount of 115 million USD allocated for various purposes, including 9% for debt repayment, 66% for repurchasing H-shares, 22% for general working capital, and 3% for operational expenses [1]