Industry Overview - Rare earth permanent magnet materials, primarily composed of neodymium and samarium with iron and cobalt, are categorized into neodymium-iron-boron (dominant in wind power and electric vehicles) and samarium-cobalt (primarily military use) [1] - The demand for rare earth permanent magnets is driven by their superior performance in applications such as electric vehicles, wind power, and consumer electronics, with 2023 potentially marking the year of mass production for humanoid robots [1] Company Performance - Jinli Permanent Magnet has actively aligned its production capacity with market demand, planning to reach an annual production capacity of 38,000 tons of high-performance rare earth permanent magnet materials by the end of 2024, and aims to expand to 60,000 tons by 2027 [1] - The company is expected to report a net profit of between 300 million to 335 million yuan for the first half of 2025, reflecting a year-on-year growth of 151% to 180%, positioning it as the leader in profit growth within the magnetic materials sector [2][3] Strategic Initiatives - Jinli Permanent Magnet is focusing on the recycling and reuse of rare earth resources, which is becoming increasingly important for the supply of rare earth materials, particularly from waste generated during the production of neodymium-iron-boron magnets and from discarded electronic devices [3] - The company has acquired a 51% stake in Yinhai New Materials using funds raised from its H-share IPO, which will enhance its ability to extract and recycle rare earth elements from production waste and used magnets, thereby conserving resources and meeting customer demand for recycled materials [4]

在金属回收行业里，很多人关注的是铜、铝、铅、金银等贵重金属，而锡渣却往往不被重视。但在我个人看来，回收锡渣其实是一个值得深挖的小领域，不 仅环保，也有经济价值。 锡渣，顾名思义，是在焊锡过程中残留下来的废料，常见于电子制造厂、五金加工厂等。虽然它看起来不起眼，但里面往往含有一定比例的金属锡，有的甚 至还夹杂着银、铜等其他金属成分。如果直接当垃圾处理，不但污染环境，还白白浪费了可以再利用的资源。 我接触这个行业是从一次偶然开始。那时候，一个朋友从电子厂出来，带了些锡渣让我帮忙处理。起初我也觉得这东西没啥用，结果去了一家金属回收站， 他们立刻称重、化验，还给出了不错的价格。这让我意识到：废锡并不废。 总之，别小看这堆"脏兮兮"的锡渣，也许它正是你忽略的财富。只要用心去挖掘，很多不起眼的东西都藏着机会。 环保角度 造如果随 很容易造成土壤和水体污染,尤其是里面可能含有助 回收不是节约资源, ■ 品棒环保和书范力? 锡渣回收的过程其实 常见助法 常见的方法有化学还原 提纯,只要处理得当, '第了害ୃ一 分 的工 的权等建筑利利寨。 锡炼撸操绅 手段加 -- 我接触这个行业是从一次偶然开始。 那时候,一个朋友从电子厂出 ...