值得一提的是，在业绩实现增长的同时，宁波韵升正稳步推进国际化资本布局。2025年11月25日，公司发布公告称，董事 会已审议通过相关议案，授权管理层启动发行H股并在香港联合交易所有限公司主板上市的前期筹备工作。 众和昆仑（北京）资产管理有限公司董事长柏文喜向《证券日报》记者表示，宁波韵升推进A+H股布局，可依托港股对接 全球下游客户、拓展国际市场，同时拓宽融资渠道为产能扩张提供资金支撑，还能提升品牌国际影响力、吸引国际投资者。但 这一布局也面临相应挑战，港股对新材料板块的估值低于A股或影响融资效率，港股更严苛的公司治理要求会增加合规成本， 且人民币与港元的汇率波动也可能给公司利润带来潜在影响。 对于此次业绩高增，宁波韵升在公告中表示，核心得益于下游需求拓展与内部管理优化的双重作用。一方面，公司以客户 为中心，深耕新能源汽车、消费电子、工业和其他应用领域，抢抓新项目机遇，优化业务结构；另一方面，公司持续深化精细 化管理，实现净利润增速高于营业收入增速。 陈彦颐进一步表示，结合公司披露的业绩增长原因来看，若宁波韵升能持续延续当前深耕核心下游、精细化管理的经营策 略，紧抓新项目落地机遇，持续优化业务结构，这一盈利增 ...

专题：春季行情未止 二月布局关注"反内卷"、新质生产力与农业 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 1月30日消息，指数早盘震荡走低，深成指跌超1%。板块方面，农业概念快速走强，农发种业3天2板， 敦煌种业涨停；煤炭股活跃，盘江股份、云煤能源涨停；影视院线板块震荡走强，横店影视涨停；下跌 方面，早盘贵金属板块集体低开，晓程科技、中金黄金、招金黄金、四川黄金、湖南白银跌停；稀土永 磁板块震荡下挫，华宏科技、盛和资源跌停；商业航天板块集体调整，明阳智能、海特高新跌停。总体 来看，两市个股跌多涨少，下跌个股超3200只。 截至发稿，沪指报4118.07点，跌0.96%，深成指报14128.95点，跌1.20%，创指报3300.55点，跌0.12%。 盘面上，转基因、种植业与林业、大豆板块涨幅居前；贵金属、金属铅、工业金属板块跌幅居前。 新浪合作大平台期货开户 安全快捷有保障 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 行业资金流速排名 个股资金流向 责任编辑：郭栩彤 专题：春季行情未止 二月布局关注"反内卷"、新质生产力与农业 热点栏目 自选股 数据中心 行 ...

每经头条（nbdtoutiao）——地方国资开始"抄底"法拍房！单价六七千元"扫货"广州南沙区超60套房 源，同小区二手房挂牌均价逾2万元 （记者 曾健辉） 每经AI快讯，大地熊1月23日晚间发布业绩预告，安徽大地熊新材料股份有限公司预计2025年年度实现 归属于母公司所有者的净利润与上年同期相比，将增加2232.74万元到2592.74万元，同比增加 70.05%~81.35%。业绩变动主要原因是，主营业务影响。2025年，面对复杂多变的市场环境与行业竞争 态势，公司积极把握市场机会，全力拓展汽车和工业电机等优势领域市场份额，持续优化产品结构，提 升盈利能力。此外，公司持续推进精益管理，运营效率稳步提升，产品产销量同比实现较大幅度增长， 综合毛利率有所提升，净利润实现稳步增长。非经营性损益的影响。经财务部门初步测算，报告期内非 经常性损益预计增加2025年度净利润约2897.55万元。 ...

Group 1: Capital Market Development - Inner Mongolia has achieved continuous IPOs for five consecutive years, with 12 new companies listed, and the total market capitalization of A-shares surpassing 1 trillion yuan [1][7] - The region has established a multi-level market system, enhancing direct financing and supporting the growth of strategic emerging industries [1][7] - The "Tianjun Plan" has been implemented to assist companies in listing, integrating high-quality services and financial resources to boost economic development [6][7] Group 2: Industry Highlights - Inner Mongolia is a significant player in the dairy industry, with leading companies like Yili and Mengniu driving green development and digital transformation [1][2] - The region's unique ecological initiatives have led to the creation of the world's largest organic milk source base, showcasing the integration of ecology and industry [1][2] - The rare earth industry is a cornerstone of Inner Mongolia's economy, with companies like Northern Rare Earth leading in production and market value [3][4] Group 3: Financial Performance - Inner Mongolia's listed companies have seen significant capital operations, with major asset restructurings and a total of approximately 23.77 billion yuan raised through refinancing [8] - Cash dividends from 28 companies reached 93.03 billion yuan, doubling the amount from the previous five-year period, indicating a strong commitment to shareholder returns [8] - The region has maintained a zero-default record on public market bonds for five consecutive years, reinforcing its creditworthiness [9]

Group 1: Pricing Strategy - The company's "cost-plus" pricing strategy is not a simple fixed processing fee but is determined by multiple factors including production costs, R&D investment, and manufacturing complexity, ensuring reasonable profits while dynamically adjusting to raw material price fluctuations [2]. Group 2: Product Characteristics - The company's main products, "single magnetic application devices" and "magnetic component application devices," are widely used in the consumer electronics sector. Single magnetic devices are characterized by their performance being significantly influenced by raw materials, while magnetic components integrate multiple magnetic elements to achieve more complex functionalities [3]. Group 3: Project Progress - The company has several fundraising projects, including the expansion of high-end magnetic materials and components for consumer electronics and new energy vehicles, the construction of a research center, and the establishment of an intelligent factory 4.0 platform. The working capital project has been completed, while the other projects are progressing normally but have not yet reached the predetermined usable state [3]. Group 4: Growth Expectations - The company maintains a positive outlook for the growth of magnetic application components over the next two to three years, driven by product upgrades in the consumer electronics sector and the increasing penetration of new energy vehicles. The company aims to enhance production capacity and technical levels through fundraising projects and integrated applications of rare earth permanent magnetic materials to seize market opportunities [3].

Core Viewpoint - Jinli Permanent Magnet is expected to achieve significant growth in 2025, with net profit forecasted to increase by 127% to 161% year-on-year, driven by record production and sales volumes, as well as strong demand in various sectors such as new energy vehicles and robotics [1][2]. Group 1: Financial Performance - The company anticipates a net profit of 660 million to 760 million yuan for 2025, marking a year-on-year increase of 127% to 161% [2]. - The expected non-net profit is projected to be between 580 million and 680 million yuan, reflecting a year-on-year growth of 241% to 300% [2]. - The strong performance is attributed to a comprehensive breakthrough in production and sales, solidifying the company's position as a global leader in the rare earth permanent magnet industry [2]. Group 2: Market Demand and Product Applications - Jinli Permanent Magnet's products are widely used in mature sectors such as new energy vehicles, energy-efficient variable frequency air conditioners, and wind power generation [2]. - The company has established long-term stable partnerships with leading enterprises in various fields, ensuring a solid foundation for its mature business [2]. - New growth avenues have been explored, including small-scale deliveries of products for robotic motor rotors and low-altitude flying vehicles, contributing to revenue growth [2]. Group 3: Operational Efficiency and Management - The company has improved profitability through refined management practices, including flexible raw material inventory strategies to mitigate upstream cost fluctuations [3]. - Organizational optimization and lean management, along with increased investment in technology research and development, have enhanced operational efficiency and product value [3]. - Jinli has maintained stable overseas sales, with revenue from international markets reaching 942 million yuan in the first three quarters of 2025, remaining consistent with the previous year [3]. Group 4: Capacity Expansion and Future Plans - Jinli Permanent Magnet is focused on capacity expansion and industry chain extension to secure long-term growth, having nearly achieved its 2025 target of 40,000 tons of high-performance rare earth permanent magnet material capacity [4]. - The company plans to invest in a new project to produce 20,000 tons of high-performance rare earth permanent magnets, aiming to reach a total capacity of 60,000 tons by 2027 [4]. - The company has established a dedicated division for embodied robotics and set up a research center in Hong Kong to advance core technology development [4]. Group 5: Circular Economy and Investment Strategy - Jinli Permanent Magnet has constructed a closed-loop supply chain by holding a 51% stake in Yinhai New Materials, which processes recyclable materials generated during production [5]. - The company has received approval for a project to produce rare earth oxides from recycled materials, ensuring stable raw material supply and reducing production costs [5]. - Jinli plans to invest up to 150 million yuan in a private equity fund focused on new-generation information technology and high-end manufacturing, aiming to extend its industry chain and explore collaborative opportunities [5].

Core Viewpoint - The company aims to leverage professional investment institutions' resources and capabilities to identify high-quality project resources that align with its development strategy, thereby enhancing its overall competitiveness [1] Group 1: Investment Details - The company and its wholly-owned subsidiary, Jinyi Ningbo Investment Co., Ltd., plan to invest up to 150 million RMB to establish the Jiaxing Jinci Equity Investment Partnership (Limited Partnership) [1] - The partnership will primarily invest in the new generation information technology and high-end manufacturing sectors [1] - The company will contribute no more than 30 million RMB, while Jinyi Ningbo Investment will contribute up to 120 million RMB [1] Group 2: Strategic Objectives - The company aims to improve its industrial chain layout by collaborating with professional investment institutions through participation in industry funds [1] - This collaboration is expected to create a positive complementarity between the company's business operations and capital management, enhancing its overall competitiveness [1] - By utilizing external investment institutions' resource advantages, management experience, and risk control systems, the company seeks to better seize investment opportunities and reduce investment risks [1]

公司依托在稀土永磁材料产业链的资源与优势，通过与专业投资机构合作参与产业基金的方式，进一步 完善公司产业链布局，促使公司业务经营和资本运营达到良性互补，提升公司综合竞争力。同时，充分 借助外部专业投资机构的资源优势、管理经验及完善的风险控制体系，帮助公司及时把握投资机会，降 低投资风险，有助于提高公司对外投资的质量，为公司及公司股东创造更多价值。 公司及全资子公司金力宁波投资与建银创信投资基金管理(北京)有限公司(简称"建银创投")签署了《嘉 兴金磁股权投资合伙企业(有限合伙)有限合伙协议》(简称"嘉兴金磁基金合伙协议")，其中公司认缴出 资不超过3000万元人民币，金力宁波投资认缴出资不超过1.2亿元人民币。 金力永磁(06680)发布公告，为借助专业投资机构的专业资源和投资能力，积极发掘符合公司发展战略 的优质项目资源，落实公司发展战略，增强公司综合竞争力。公司及全资子公司金力永磁(宁波)投资有 限公司(简称"金力宁波投资")拟以自有资金合计不超过1.5亿元人民币参与设立嘉兴金磁股权投资合伙企 业(有限合伙)(简称"嘉兴金磁基金")。合伙企业主要投资于新一代信息技术、高端制造行业。 ...

Core Insights - The company, Tianhe Magnetic Materials, is positioned as a leading player in the rare earth permanent magnet materials industry, leveraging its scale, capacity, and core technological advantages [1] Group 1: Business Overview - The company plans to go public in January 2025, focusing on high-performance rare earth permanent magnet materials [1] - The main business model is centered around "neodymium-iron-boron as the primary product, with samarium-cobalt as a supplementary product, driving both finished products and raw materials" [1] - The company is expanding its high-performance finished product business into emerging application areas such as electric vehicles, wind power generation, energy-efficient home appliances, and robotics [1] Group 2: Capacity and Production - The company is advancing its fundraising projects systematically, implementing automation upgrades, digital management systems, and green production processes to enhance manufacturing efficiency [1] - These improvements ensure capacity matching and optimization across all production stages, from raw material production to finished product inspection, laying a solid foundation for customer expansion and market share growth [1] Group 3: Research and Development - The company has achieved significant R&D milestones in the humanoid robot magnet sector, establishing dedicated research projects and a specialized team led by the chief engineer, with small batch product deliveries already completed [1] - As of June 30, 2025, the company holds 108 authorized patents, with 49 obtained in Europe, Japan, and the United States, and 59 in China [1] Group 4: Future Outlook - Looking ahead to the 14th Five-Year Plan, the company aims to deepen its focus on high-performance rare earth permanent magnet materials, implementing three core strategies: technological innovation, smart manufacturing, and market diversification [2] - The goal is to become a global leader in comprehensive solutions for high-performance magnetic materials [2]

Core Viewpoint - The company, Tianhe Magnetic Materials, is positioned as a leading player in the rare earth permanent magnet materials industry, leveraging its scale, capacity, and core technological advantages, with plans to go public in January 2025 [2]. Group 1: Business Strategy - The company focuses on high-performance rare earth permanent magnet materials, maintaining a dual business model of "neodymium-iron-boron as the main product and samarium-cobalt as a supplement" [2]. - The company aims to expand its high-performance finished product business in emerging applications such as electric vehicles, automotive parts, wind power generation, energy-saving appliances, and robotics [2]. Group 2: Capacity Development - The company is advancing its fundraising projects systematically, implementing automation upgrades, digital management systems, and green production processes to significantly enhance manufacturing efficiency [2]. - These improvements ensure optimized capacity matching and production processes from raw material production to finished product inspection, laying a solid foundation for customer expansion and market share growth [2]. Group 3: Research and Development - The company has achieved preliminary research results in the humanoid robot magnet sector, establishing dedicated research projects and a team led by the chief engineer, with small batch product deliveries already completed [2]. - As of June 30, 2025, the company holds 108 authorized patents, with 49 obtained in Europe, Japan, and the United States, and 59 in China, indicating a continuous enhancement of its R&D capabilities [2]. Group 4: Future Outlook - Looking ahead to the 14th Five-Year Plan, the company will continue to deepen its focus on high-performance rare earth permanent magnet materials, implementing three core strategies: technological innovation, intelligent manufacturing, and market diversification [3]. - The goal is to become a global leader in comprehensive solutions for high-performance magnetic materials [3].