Core Viewpoint - The company Jinli Permanent Magnet (300748) expects a significant increase in net profit for the first three quarters of the year, projecting between 505 million to 550 million yuan, representing a year-on-year growth of 157% to 179% [2]. Financial Performance - The projected non-recurring net profit is between 415 million to 460 million yuan, indicating a year-on-year increase of 365% to 415% [2]. - In the first half of 2025, the company achieved sales revenue of 1.675 billion yuan in the new energy vehicle and auto parts sector, with a corresponding sales volume growth of 28.14% [3]. - The variable frequency air conditioning sector generated sales revenue of 1.050 billion yuan, with a sales volume increase of 19.85% [3]. Business Operations - Jinli Permanent Magnet is a high-tech enterprise engaged in the R&D, production, and sales of high-performance neodymium-iron-boron permanent magnetic materials, magnetic components, embodied robot motor rotors, and rare earth recycling [2]. - The company has established a dedicated division for embodied robot motor rotors, with plans for small batch deliveries of related products by the third quarter of 2025 [3]. - The company is actively expanding its production capacity, with a planned actual production capacity of 32,000 tons for magnetic materials in 2024, and aims to reach an annual capacity of 38,000 tons by the end of 2024 [3]. Market Position and Strategy - Jinli Permanent Magnet has formed long-term stable partnerships with leading companies in various fields, including new energy vehicles, energy-efficient variable frequency air conditioning, wind power generation, robotics, and industrial servo motors [2]. - The company is adapting to market demands by investing in specialized facilities, equipment, and teams to enhance its production capabilities [3]. - The company is also addressing the volatility of rare earth material prices through flexible inventory strategies, ensuring delivery capabilities and maintaining operational stability [2].

Core Viewpoint - The company, Jinli Permanent Magnet (06680.HK), forecasts significant growth in net profit for the first three quarters of 2025, driven by operational efficiency and innovation in response to industry competition [1] Financial Performance - The expected net profit attributable to shareholders is projected to be between RMB 5.05 billion and RMB 5.50 billion, representing a year-on-year increase of 157% to 179% [1] - The net profit after deducting non-recurring gains and losses is anticipated to be between RMB 4.15 billion and RMB 4.60 billion, showing a substantial growth of 365% to 415% year-on-year [1] - For the third quarter, the net profit is expected to reach between RMB 2.00 billion and RMB 2.45 billion, reflecting a year-on-year increase of 159% to 217% [1] Operational Strategy - In the context of intensified industry competition, the company has enhanced operational efficiency and profitability through technological innovation, organizational optimization, and lean management [1] - The company is actively managing the risks associated with fluctuations in rare earth material prices by flexibly adjusting inventory strategies to ensure delivery capabilities, which has been recognized by customers [1] Product Development - The newly established division for embodied robot motor rotors has achieved small batch product deliveries in the first three quarters of 2025 [1] - The company has also made breakthroughs in the low-altitude flying vehicle sector [1] - The company's products are widely used in various fields, including new energy vehicles, energy-saving variable frequency air conditioning, and wind power generation, with a strong order backlog for the fourth quarter [1]

Core Viewpoint - The company, Jinli Permanent Magnet (06680.HK), forecasts significant growth in net profit for the first three quarters of 2025, driven by operational efficiency and innovation in response to industry competition [1] Financial Performance - The expected net profit attributable to shareholders is projected to be between RMB 5.05 billion and RMB 5.50 billion, representing a year-on-year increase of 157% to 179% [1] - The net profit after deducting non-recurring gains and losses is anticipated to be between RMB 4.15 billion and RMB 4.60 billion, showing a substantial growth of 365% to 415% year-on-year [1] - For the third quarter, the net profit is expected to reach between RMB 2.00 billion and RMB 2.45 billion, reflecting a year-on-year increase of 159% to 217% [1] Operational Strategy - The company is enhancing operational efficiency and profitability through technological innovation, organizational optimization, and lean management in the face of intensified industry competition [1] - To mitigate risks associated with fluctuations in rare earth material prices, the company is flexibly adjusting its inventory strategy to ensure delivery capabilities, which has been recognized by customers [1] Product Development - The newly established division for embodied robot motor rotors has achieved small batch product deliveries in the first three quarters of 2025 [1] - The company has also made breakthroughs in the low-altitude flying vehicle sector [1] - The products are widely used in various fields, including new energy vehicles, energy-saving variable frequency air conditioners, and wind power generation, with a strong order backlog for the fourth quarter [1]

2025年前三季度，在行业竞争持续加剧的背景下，公司管理层坚持稳健、合规的经营方针，积极拓展市 场，通过技术创新、组织优化及精益管理，不断提升运营效率与盈利能力。此外，公司通过灵活调整原 材料库存策略等措施，积极应对稀土原材料价格波动风险，保障交付能力获得国内外客户的充分肯定， 进一步巩固了经营的稳定性、可持续性。截至目前，公司第四季度在手订单充足。 金力永磁（300748）(06680)发布公告，该集团预计2025年前三季度(2025年1月-9月)归属于上市公司股 东的净利润5.05亿元-5.5亿元人民币，同比增加157%-179%;第三季度归属于上市公司股东的净利润2亿 元-2.45亿元人民币，同比增加159-217%。 ...

智通财经APP讯，金力永磁(06680)发布公告，该集团预计2025年前三季度(2025年1月-9月)归属于上市公 司股东的净利润5.05亿元-5.5亿元人民币，同比增加157%-179%;第三季度归属于上市公司股东的净利润 2亿元-2.45亿元人民币，同比增加159-217%。 2025年前三季度，在行业竞争持续加剧的背景下，公司管理层坚持稳健、合规的经营方针，积极拓展市 场，通过技术创新、组织优化及精益管理，不断提升运营效率与盈利能力。此外，公司通过灵活调整原 材料库存策略等措施，积极应对稀土原材料价格波动风险，保障交付能力获得国内外客户的充分肯定， 进一步巩固了经营的稳定性、可持续性。截至目前，公司第四季度在手订单充足。 ...

证券日报网讯 10月9日晚间，金力永磁发布公告称，公司及子公司无逾期对外担保、无涉及诉讼的对外 担保及因担保被判决败诉而应承担的损失金额等。 （文章来源：证券日报） ...

Core Insights - Jinli Permanent Magnet conducted 12 block trades on October 9, totaling 1.45 million shares with a transaction value of 51.53 million yuan, at a price of 35.54 yuan, reflecting a 10% discount compared to the closing price of the day [2][3] Trading Activity - The closing price of Jinli Permanent Magnet on October 9 was 39.49 yuan, marking a 15.16% increase, with a turnover rate of 12.32% and a total transaction amount of 5.193 billion yuan, indicating a net inflow of 532 million yuan from major funds throughout the day [2] - Over the past five days, the stock has risen by 14.96%, with a cumulative net inflow of 280 million yuan [2] Margin Financing - The latest margin financing balance for Jinli Permanent Magnet stands at 1.471 billion yuan, having decreased by 50.5 million yuan over the past five days, representing a decline of 3.32% [2]

Core Viewpoint - The company Jinli Permanent Magnet (300748.SZ) expects a significant increase in net profit for the first three quarters of 2025, with projections indicating a growth of 157% to 179% year-on-year, and a substantial increase in net profit excluding non-recurring gains and losses, expected to grow by 365% to 415% [1][2] Group 1: Financial Performance - The estimated net profit attributable to shareholders for the first three quarters is between 505 million to 550 million yuan [1] - The net profit after excluding non-recurring gains and losses is projected to be between 415 million to 460 million yuan [1] - The impact of non-recurring gains and losses on net profit is expected to be approximately 90 million yuan, compared to 107.64 million yuan in the same period last year [2] Group 2: Operational Strategy - The company maintains a prudent and compliant operational approach while actively expanding its market presence [2] - Through technological innovation, organizational optimization, and lean management, the company continuously enhances operational efficiency and profitability [2] - The company has adopted flexible inventory strategies to mitigate risks associated with fluctuations in rare earth material prices, ensuring delivery capabilities [2] Group 3: Market Applications and Partnerships - The company's products are widely used in various sectors, including new energy vehicles, automotive components, energy-efficient variable frequency air conditioning, wind power generation, robotics, industrial servo motors, 3C, low-altitude aircraft, and energy-saving elevators [2] - Long-term stable partnerships have been established with leading domestic and international companies across these sectors [2] - The company has formed a division for embodied robot motor rotors, with small batch deliveries already made in the first three quarters of 2025 [2]

Core Viewpoint - The company Jinli Permanent Magnet expects a significant increase in net profit for the first three quarters of 2025, projecting a range of 505 million to 550 million yuan, representing a growth of 157% to 179% compared to the same period last year [1] Financial Performance - The company anticipates net profit attributable to shareholders of listed companies to be between 505 million yuan and 550 million yuan for the first three quarters of 2025, marking a year-on-year increase of 157% to 179% [1] Operational Strategy - The company attributes its performance improvement to technological innovation, organizational optimization, and lean management, which have enhanced operational efficiency and profitability amid increasing industry competition [1] - The company has adopted flexible raw material inventory strategies to mitigate risks associated with fluctuations in rare earth material prices, ensuring delivery capabilities and gaining recognition from domestic and international clients [1] Market Position and Product Applications - The company has established long-term stable partnerships with leading enterprises in various fields, including new energy vehicles, automotive components, energy-saving variable frequency air conditioning, wind power generation, robotics, industrial servo motors, 3C products, low-altitude aircraft, and energy-saving elevators [1] - The company has set up a division for embodied robot motor rotors, with small batch deliveries of embodied robot motor rotors and magnetic materials in the first three quarters [1] - The company has also made small batch product deliveries in the low-altitude aircraft sector [1] Order Status - As of now, the company has a sufficient backlog of orders for the fourth quarter [1]

Core Viewpoint - The company Jinli Permanent Magnet (300748.SZ) anticipates a significant increase in net profit for the first three quarters of 2025, projecting a range of 505 million to 550 million yuan, representing a year-on-year growth of 157% to 179% [1] Group 1: Financial Performance - The expected net profit for the first three quarters of 2025 is between 505 million and 550 million yuan, indicating a substantial year-on-year increase of 157% to 179% [1] Group 2: Operational Strategy - In the context of intensifying industry competition, the company maintains a prudent and compliant operational approach while actively expanding its market presence [1] - The company enhances operational efficiency and profitability through technological innovation, organizational optimization, and lean management [1] - The company has adopted flexible raw material inventory strategies to mitigate risks associated with fluctuations in rare earth material prices, ensuring delivery capabilities [1] Group 3: Market Position and Product Applications - The company has established long-term stable partnerships with leading domestic and international enterprises across various sectors, including new energy vehicles, energy-efficient variable frequency air conditioning, wind power generation, robotics, industrial servo motors, 3C products, low-altitude aircraft, and energy-saving elevators [1] - The company has set up a division for embodied robot motor rotors, with small batch deliveries of these products and magnetic materials expected in the first three quarters of 2025 [1] - The company has also made small batch product deliveries in the low-altitude aircraft sector [1] Group 4: Order Status - As of now, the company has a sufficient backlog of orders for the fourth quarter [1]