天和磁材公告，公司全资子公司包头天和新材料科技有限公司拟以自有资金及/或自筹资金投资建设"高 性能稀土永磁及组件、装备制造与研发项目"，项目总投资预计85000万元人民币；公司全资子公司包头 市天之和磁材设备制造有限公司拟以自有资金及/或自筹资金投资建设"高性能稀土永磁生产设备制造与 研发项目"，项目总投资预计不超过5000万元人民币。 ...

10月9日，中科磁业涨5.25%，截至发稿，报63.78元/股，成交2.68亿元，换手率9.58%，总市值79.11亿 元。 资料显示，浙江中科磁业股份有限公司位于浙江省东阳市横店镇工业园区红兴三路9号，成立日期2010 年3月22日，上市日期2023年4月3日，公司主营业务涉及永磁材料的研发、生产和销售。主营业务收入 构成为：钕铁硼永磁材料及器件49.42%，永磁铁氧体44.68%，其他5.90%。 嘉实中证稀土产业ETF（516150）成立日期2021年3月9日，最新规模24.27亿。今年以来收益70.81%， 同类排名144/4221；近一年收益76.96%，同类排名207/3848；成立以来收益75.7%。 嘉实中证稀土产业ETF（516150）基金经理为田光远。 截至发稿，田光远累计任职时间4年216天，现任基金资产总规模443.23亿元，任职期间最佳基金回报 157.04%， 任职期间最差基金回报-46.65%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 ...

10月9日，英洛华盘中上涨2.05%，截至10:34，报10.95元/股，成交1.52亿元，换手率1.23%，总市值 124.14亿元。 资金流向方面，主力资金净流出226.24万元，特大单买入477.43万元，占比3.15%，卖出114.44万元，占 比0.75%；大单买入2946.12万元，占比19.43%，卖出3535.35万元，占比23.32%。 英洛华今年以来股价涨15.56%，近5个交易日涨3.79%，近20日跌2.20%，近60日涨3.93%。 今年以来英洛华已经3次登上龙虎榜，最近一次登上龙虎榜为6月9日，当日龙虎榜净买入1.69亿元；买 入总计2.34亿元 ，占总成交额比14.32%；卖出总计6494.39万元 ，占总成交额比3.97%。 资料显示，英洛华科技股份有限公司位于浙江省金华市东阳市横店镇工业大道196号1号楼，成立日期 1997年8月4日，上市日期1997年8月8日，公司主营业务涉及稀土永磁材料与制品和电机系列产品。主营 业务收入构成为：钕铁硼50.86%，电机系列25.10%，电动轮椅及代步车12.88%，音响扬声器类7.69%， 其他3.47%。 英洛华所属申万行业为：有色金 ...

10月9日，金力永磁涨5.28%，截至发稿，报36.10元/股，成交10.20亿元，换手率2.54%，总市值494.02 亿元。 易方达创业板ETF（159915）基金经理为成曦、刘树荣。 截至发稿，成曦累计任职时间9年158天，现任基金资产总规模1953.12亿元，任职期间最佳基金回报 131.04%， 任职期间最差基金回报-67.89%。 刘树荣累计任职时间8年86天，现任基金资产总规模1122.99亿元，任职期间最佳基金回报194.12%， 任 职期间最差基金回报-48.01%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 资料显示，江西金力永磁科技股份有限公司位于江西省赣州市经济技术开发区金岭西路81号，成立日期 2008年8月19日，上市日期2018年9月21日，公司主营业务涉及研发、生产和销售高性能钕铁硼永磁材 料、磁组件及稀土永磁材料回收综合利用。主营业务收入构成为：钕铁硼磁钢91.98%，其他(补 充)8.02%。 从金力永磁十大流 ...

Core Viewpoint - Galaxy Magnet's stock price has shown significant growth this year, with a year-to-date increase of 34.96% and a recent uptick of 9.04% over the last five trading days [2] Company Overview - Galaxy Magnet, established on March 23, 2001, and listed on October 13, 2010, is located in Chengdu, Sichuan Province. The company specializes in the research, production, and sales of various types of magnetic materials, including samarium-cobalt magnets and neodymium-iron-boron magnets [2] - The company's main business revenue is derived entirely from rare earth permanent magnets, accounting for 100% of its income [2] - As of June 30, 2025, the company had 42,900 shareholders, an increase of 31.35% from the previous period, with an average of 5,379 circulating shares per shareholder, a decrease of 23.86% [2] Financial Performance - For the first half of 2025, Galaxy Magnet reported a revenue of 389 million yuan, a year-on-year decrease of 2.01%. However, the net profit attributable to shareholders was 84.25 million yuan, reflecting a year-on-year growth of 7.26% [2] - Since its A-share listing, the company has distributed a total of 1.459 billion yuan in dividends, with 372 million yuan distributed over the last three years [3] Stock Market Activity - On October 9, the stock price rose by 2.03%, reaching 32.70 yuan per share, with a trading volume of 127 million yuan and a turnover rate of 1.70%. The total market capitalization stood at 10.567 billion yuan [1] - The stock has appeared on the "Dragon and Tiger List" once this year, with the most recent occurrence on April 8 [2] - As of the latest data, there was a net outflow of 4.62 million yuan in main funds, with significant buying and selling activity from large orders [1]

Core Viewpoint - Zhenghai Magnetic Materials has shown a significant stock price increase of 41.85% year-to-date, with a recent trading performance indicating a positive trend in the market [1][2]. Company Overview - Zhenghai Magnetic Materials Co., Ltd. is located in Yantai Economic and Technological Development Zone, Shandong Province, and was established on April 6, 2000. The company was listed on May 31, 2011, and specializes in the research, production, sales, and service of high-performance neodymium-iron-boron permanent magnetic materials and motor drive systems [1]. Financial Performance - For the first half of 2025, Zhenghai Magnetic Materials achieved a revenue of 3.057 billion yuan, representing a year-on-year growth of 20.42%. However, the net profit attributable to shareholders decreased by 24.39% to 113 million yuan [2]. - The company has distributed a total of 1.28 billion yuan in dividends since its A-share listing, with 494 million yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders for Zhenghai Magnetic Materials increased to 68,300, with an average of 12,190 circulating shares per person, a decrease of 3.21% from the previous period [2]. - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited holding 5.2469 million shares, an increase of 59,400 shares from the previous period [3].

智通财经APP获悉，香港联交所最新资料显示，9月25日，Allianz SE增持金力永磁(06680)382.08万股， 每股作价22.2065港元，总金额约为8484.66万港元。增持后最新持股数目为1641.68万股，最新持股比例 为7.21%。 ...

一边是上市公司低价定增募资，一边是高管高位套现减持，银河磁体的资本运作引发市场对利益输送的 质疑。 银河磁体近期同时推进两项引人关注的资本运作：一方面公司拟以23.15元/股的价格发行股份收购资 产，另一方面公司高管却计划以高于定增价的市场价格减持套现。这种"低买高卖"的操作引发了市场质 疑。 作为国内较早从事粘结钕铁硼磁体生产的企业，银河磁体近期推出并购计划，拟以发行股份及支付现金 方式购买四川京都龙泰科技有限公司（以下简称"京都龙泰"）100%股权。 银河磁体2025年9月发布的并购预案显示，公司拟以23.15元/股的发行价向14名交易对方购买京都龙泰 100%股权。这一价格显著低于市场价，比公司停牌前32.29元的收盘价低了28%。 然而，就在公司推出发行股份收购的同时，公司高管却纷纷计划减持股份。2025年5月15日，公司总经 理、非独立董事吴志坚公告计划减持不超过255万股，占公司总股本的0.7891%。按当时26.89元的股价 测算，套现金额约合6856.95万元。 一边是低价定向增发，一边是高价减持套现，这种资本运作结构让人不得不质疑其合理性。中小投资者 不禁要问：为何公司需要以较低价格向特定对 ...

Core Insights - Zhenghai Magnetic Materials experienced a 1.00% increase in stock price on September 29, with a trading volume of 309 million yuan [1] - The company reported a financing net buy of -9.54 million yuan on the same day, indicating a higher level of financing repayment compared to new purchases [1] - As of September 29, the total margin balance for Zhenghai Magnetic Materials was 666 million yuan, representing 4.49% of its circulating market value, which is above the 90th percentile of the past year [1] Financial Performance - For the first half of 2025, Zhenghai Magnetic Materials achieved a revenue of 3.057 billion yuan, reflecting a year-on-year growth of 20.42% [2] - The net profit attributable to shareholders for the same period was 113 million yuan, showing a decline of 24.39% compared to the previous year [2] Shareholder and Dividend Information - Since its A-share listing, Zhenghai Magnetic Materials has distributed a total of 1.28 billion yuan in dividends, with 494 million yuan distributed over the last three years [3] - As of June 30, 2025, the number of shareholders increased to 68,300, up by 3.26%, while the average circulating shares per person decreased by 3.21% to 12,190 shares [2][3] - Notable institutional shareholders include Hong Kong Central Clearing Limited and Southern CSI 1000 ETF, both of which increased their holdings [3]

格隆汇9月29日丨可立克(002782.SZ)在互动平台表示，公司磁性元件产品可以应用在固态电池电源系统 中。 ...