智通财经APP获悉，金力永磁(06680)回落逾4%，截至发稿，跌4.48%，报18.53港元，成交额9883.57万 港元。 消息面上，金力永磁拟于8月19日(下周二)举行董事会会议以审批中期业绩。公司此前发布盈喜，预计 2025年上半年实现营业收入约35亿元，同比增长4%至5%；预计归属于上市公司股东的净利润为3亿至 3.35亿元，同比增长151%至180%。西部证券指出，25年上半年稀土原材料价格明显上涨，战略金属价 值有望重估。 此外，金力永磁宣布完成发行1.175亿美元可换股债券。据此前公告，此次发行所得款项净额1.15亿美 元，9%拟用于偿还债务；66%拟用于购回H股；22%拟用作一般营运资金；及3%拟用于支付发行人的 营运开支。截至2025年7月31日，公司暂未实施股份回购。 ...

Core Viewpoint - The company is actively exploring applications of its products in the brain-computer interface field, alongside its existing focus on permanent magnets, soft magnets, and inductors in various industries [2]. Group 1: Company Products and Applications - The company's main products include permanent magnets, soft magnets, and inductors [2]. - These products are primarily applied in sectors such as automotive, home appliances, photovoltaic, and AI computing power [2]. - The company aims to expand the application opportunities of its products across various related fields [2].

Group 1 - As of August 11, 2025, Zhongke Magnetic's stock price closed at 68.76 yuan, down 0.06 yuan or 0.09% from the previous trading day [1] - The trading volume on that day was 81,653 hands, with a transaction amount of 558 million yuan [1] - The stock experienced a brief rebound, reaching a peak of 69.68 yuan at 13:08, with an increase of over 2% within five minutes [1] Group 2 - Zhongke Magnetic primarily engages in the research, production, and sales of magnetic materials, which are widely used in consumer electronics, automotive electronics, and industrial control [1] - The company is listed on the Growth Enterprise Market with a total market capitalization of 8.528 billion yuan [1] Group 3 - On August 11, the net outflow of main funds was 36 million yuan, accounting for 1.18% of the circulating market value [1] - Over the past five days, the main funds showed a net inflow of 2.04 million yuan, representing 0.07% of the circulating market value [1]

Group 1: Company Overview and Business Segments - The company operates in three main business segments: permanent magnet, soft magnet, and inductance [2] - The permanent magnet ferrite segment has a production capacity of 50,000 tons, with applications in automotive, variable frequency appliances, and power tools [2][3] - The soft magnet production capacity is nearing 10,000 tons, with ongoing construction of a factory in Thailand [2][4] Group 2: Market Position and Competitive Landscape - The competitive landscape for permanent magnet ferrite is characterized by multi-level differentiation, regional concentration, and technology-driven dynamics [3] - China is the largest producer of permanent magnet ferrite, with significant production concentrated in Anhui and Zhejiang provinces [3] - The company aims to increase its permanent magnet capacity from 45,000 tons to 60,000 tons through technological upgrades [3] Group 3: Demand Trends and Future Outlook - Demand for permanent magnet ferrite is expected to maintain stable growth due to its core role in DC motors and adaptability to technological advancements [3] - The company plans to enhance its soft magnet product applications in electric vehicles and power modules, focusing on international expansion and supply chain optimization [4] Group 4: Inductance Business Development - The company is developing chip inductors and automotive inductors, with chip inductors positioned as a second growth curve [5][6] - Initial orders for chip inductors have begun small-scale delivery, with ongoing product validation and factory assessments [5][6] - The automotive sector's increasing electronic demands are driving growth in the automotive inductor market [5] Group 5: Shareholder Actions and Corporate Governance - The company disclosed a plan for its actual controller and board members to reduce their holdings by up to 1,195,000 shares, representing no more than 1.0312% of total shares [6] - This reduction is primarily for personal financial needs and does not reflect concerns about the company's operational outlook [6]

Core Viewpoint - Ningbo Yunsen (600366) experienced a significant increase in stock price, reaching the daily limit, with a trading volume of 2.06 billion yuan and a turnover rate of 15.48% [1][2] Trading Activity - The stock was listed on the Shanghai Stock Exchange due to a price deviation of 9.87%, with a net sell of 3.44 million yuan from the Shanghai-Hong Kong Stock Connect [2] - The top five trading departments had a total transaction volume of 348 million yuan, with a net buy of 74.51 million yuan [2] - The main buying department was the Shanghai-Hong Kong Stock Connect, which had a buy amount of 66.89 million yuan and a sell amount of 70.33 million yuan, resulting in a net sell of 3.44 million yuan [2][4] Capital Flow - The stock saw a net inflow of 565 million yuan from main funds, with a significant inflow of 518 million yuan from large orders [2] - Over the past five days, the net inflow of main funds totaled 497 million yuan [2] Margin Trading Data - As of August 6, the margin trading balance for the stock was 462 million yuan, with a financing balance of 458 million yuan and a securities lending balance of 3.82 million yuan [2] - The financing balance decreased by 15.36 million yuan over the past five days, a decline of 3.24%, while the securities lending balance decreased by 0.38 million yuan, a decline of 9.04% [2] Financial Performance - The company reported a revenue of 1.12 billion yuan for the first quarter, representing a year-on-year growth of 9.36%, and a net profit of 37.22 million yuan, a significant increase of 8724.47% [2] - A half-year performance forecast indicated an expected net profit ranging from 90 million to 135 million yuan, reflecting a year-on-year change of 133.55% to 250.33% [3]

（编辑 楚丽君） 证券日报网讯 8月6日晚间，金力永磁发布公告称，公司2025年第一次临时股东大会于2025年8月6日召 开，审议通过了《关于修订的议案》《关于修订及新增制定公司治理制度的议案》等多项议案。 ...

Group 1: Permanent Magnetic Materials - The production of permanent magnetic materials in China reached approximately 130 million tons in 2021, including 800,000 tons of ferrite permanent magnets and 213,300 tons of rare earth permanent magnets [36][2] - Ferrite permanent magnets dominate the market due to their low cost and corrosion resistance, accounting for over 60% of global production [6][39] - Rare earth permanent magnets, particularly neodymium-iron-boron (Nd-Fe-B), are critical for high-performance applications in electric vehicles and renewable energy sectors, with demand expected to increase fivefold by 2025 compared to 2020 levels [66][65] Group 2: Market Dynamics and Trends - The demand for ferrite permanent magnets in the automotive sector is projected to reach 614,000 tons by 2025, driven by the growth of electric vehicles [45] - In the home appliance sector, the demand for ferrite permanent magnets is expected to reach 201,000 tons by 2025, with variable frequency air conditioners leading the demand [45] - The global market for soft magnetic materials is anticipated to grow from $13.2 billion in 2020 to $18.1 billion by 2025, reflecting a compound annual growth rate (CAGR) of 8% [14][32] Group 3: Technological Barriers and Challenges - High-end technologies for rare earth permanent magnets, such as grain boundary diffusion and thermal pressing, are currently monopolized by companies in the US and Japan, posing a challenge for domestic manufacturers [28][32] - The production of high-performance ferrite magnets in China is still in the developmental stage, with a significant reliance on imports for advanced products [41][46] - The industry faces challenges related to resource security, particularly concerning the price volatility of heavy rare earth elements like neodymium and dysprosium [28][32] Group 4: Future Development Directions - The focus for ferrite permanent magnets will be on developing rare earth-doped and cobalt-free technologies, aiming for thinner and higher precision products [8][46] - For rare earth permanent magnets, the goal is to achieve a domestic production rate of 70% for high-end products by 2025 and 80% by 2030 [12][71] - The industry is expected to see significant advancements in the development of high-performance magnetic materials for applications in robotics, aerospace, and electric vehicles [72][74]

Group 1 - The stock price of Longmag Technology closed at 55.29 yuan on August 4, 2025, down by 1.14 yuan, representing a decline of 2.02% from the previous trading day [1] - The trading volume on that day was 415 million yuan, with a turnover rate of 9.20% [1] - Longmag Technology specializes in the research, production, and sales of high-performance permanent magnet ferrite materials, which are widely used in automotive motors and household appliances [1] Group 2 - The actual controller, director, and general manager, Xiong Yongge, plans to reduce his holdings by no more than 1.15 million shares, accounting for 11.24% of the total share capital [1] - Director and deputy general manager, Xiong Yan'ao, also plans to reduce his holdings by no more than 45,000 shares [1] - On August 4, the net outflow of main funds was 50.34 million yuan, with a cumulative net outflow of 81.87 million yuan over the past five days [1]

2024年1至12月份，金力永磁的营业收入构成为：钕铁硼磁钢占比87.32%，其他业务占比12.68%。 （文章来源：每日经济新闻） 金力永磁（SZ 300748，收盘价：27.01元）8月4日晚间发布公告称，截至2025年7月31日，公司暂未实 施股份回购。 ...

格隆汇8月1日丨银河磁体(300127.SZ)于投资者互动平台表示，从用途上讲，公司产品可用于人形机器 人关节电机。公司积极配合客户开发用于该领域的新产品。 ...