"特朗普又疯了！"10月10日清晨，白宫上空飘着未散的硝烟味。当他把145%关税的旧戏重演成100%新剧本时，全球金融市场在三分钟内上演了 比好莱坞更刺激的"崩盘大片"——标普500指数暴跌820点，蒸发7000亿美元市值。这场看似荒诞的"关税闹剧"，实则是中美贸易战2.0的残酷序 章。 第一幕：稀土封喉，六代机坠落 中国9日启动的稀土全链条管制，比任何军事封锁都致命。内蒙古包头的稀土冶炼厂灯火通明，工人们正将最后几批钕铁硼磁钢装入印着"国家战 略储备"的集装箱。这种能让F-47隐形战机雷达隐形的关键材料，从10月11日起每克都需审批。美国军工复合体瞬间慌了神——洛克希德·马丁的 工程师连夜计算：若稀土断供，F-47的原型机可能永远飞不上天空。更让硅谷窒息的是，特斯拉上海工厂的永磁电机生产线已接到紧急调货通 知，马斯克在推特上连发三条"这比火星移民更难"。 特朗普千字怒文引美股崩盘！中国三拳出击反杀关税战？ 【前言】 第四幕：美股惊魂，资本用脚投票 纽约证券交易所的交易员们永远记得那个黑色星期五。特朗普的推文刚发出90秒，高频交易算法就嗅到了危险。当"100%关税"字样出现在屏幕 上时，道琼斯指数像自由落体般 ...

每经头条（nbdtoutiao）——与美元脱钩后，暴涨102倍，揭秘黄金疯涨背后神秘的"无形之手"！专家： 推动金价上涨的逻辑没有变 （记者 曾健辉） 每经AI快讯，金力永磁（SZ 300748，收盘价：39.49元）10月9日晚间发布业绩预告，预计2025年前三 季度归属于上市公司股东的净利润5.05亿元~5.5亿元，同比增长157%~179%；业绩变动主要原因是， 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。 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%。 截至发稿，金力永磁市值为540亿元。 ...

每经AI快讯，金力永磁（SZ 300748，收盘价：37.9元）9月2日晚间发布公告称，截至本公告披露日， 公司通过回购专用证券账户以集中竞价交易方式累计回购公司股份约367万股，占公司总股本的 0.27%，最高成交价格为39.73元/股，最低成交价格为30.79元/股，成交总金额约为1.42亿元，实际回购 时间区间为2025年8月25日至2025年9月2日。公司本次回购金额已达回购方案中的回购资金总额下限， 且不超过回购资金总额上限，本次回购已实施完毕。 （记者 王晓波） 截至发稿，金力永磁市值为520亿元。 每经头条（nbdtoutiao）——人口流失、土地闲置的城市要不要撤并？专访国家发改委专家高国力：未 来不排除，目前没到这阶段 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%。 ...

每经AI快讯，金力永磁（SZ 300748，收盘价：37.4元）8月26日晚间发布公告称，公司第四届第十次董 事会会议于2025年8月26日以通讯表决方式召开。会议审议了《关于调整回购公司A股股份价格上限的 议案》等文件。 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%。 截至发稿，金力永磁市值为513亿元。 每经头条（nbdtoutiao）——能给主人"打电话"的宠物智能手机也来了！宠物产业3000亿元市场大爆 发，行业上市公司"涨"声一片 （记者 王晓波） ...

事件 稀土原材料库存充裕，构建稀土回收循环体系公司密切关注稀土原材料价格走势，并根据订单情况及时 调整库存与采购策略。 截至2025H1 末，公司原材料库存11.58 亿元，较2024 年末5.59 亿元增长107.02%。 公司发布2025 年半年度报告，2025H1 公司实现营业收入35.07 亿元，同比增长4.33%；归母净利润3.05 亿元，同比增长154.81%；扣非归母净利润2.34 亿元，同比增长588.18%。2025Q2 公司实现营业收入 17.53 亿元，同比下降3.97%，环比下降0.08%；归母净利润1.44 亿元，同比增长703.06%，环比下降 10.03%；扣非归母净利润1.28 亿元，同比增长1256.66%，环比增长21.02%。 受益于稀土价格回升，盈利能力显著改善 2025H1 公司销售毛利率为16.39%，同比提高7.73pct；2025Q2 销售毛利率为17.08%，同比提高 9.58pct，环比提高1.38pct。根据中国稀土行业协会，2025H1镨钕混合金属均价为52.9 万元/吨，同比上 涨11.8%；2025Q2 均价为53.1 万元/吨，同比上涨12.0%， ...

Investment Rating - The report maintains a "Recommended" investment rating for the company [6][11]. Core Views - The company has experienced significant growth in performance, with a 4.33% year-on-year increase in total revenue to 35.07 billion yuan in the first half of 2025, and a remarkable 154.81% increase in net profit attributable to shareholders to 3.05 billion yuan [4][6]. - The demand for rare earth permanent magnets is expected to continue growing, driven by the new energy and robotics sectors, with the company accelerating its layout in these areas [6]. - The report adjusts the net profit forecasts for 2025-2027 to 7.92 billion, 11.55 billion, and 13.89 billion yuan respectively, reflecting a positive outlook for the company's performance [6]. Summary by Sections Company Overview - The company operates in the non-ferrous metals industry, with a total market capitalization of 37.6 billion yuan and a total share capital of 1,372 million shares [1]. Financial Performance - In the first half of 2025, the company's gross margin reached 16.39%, an increase of 7.73 percentage points year-on-year, while the net margin improved to 8.82%, up 5.23 percentage points [8]. - The sales revenue from the new energy vehicle sector reached 1.675 billion yuan, with a year-on-year sales volume growth of 28.14% [8]. Production and Capacity Expansion - The company is advancing its capacity expansion plans, including a project to produce 20,000 tons of high-performance rare earth permanent magnet materials annually, with a target of reaching 60,000 tons by 2027 [8]. - The company has begun small-scale deliveries of products in the robotics sector, which is expected to become a significant growth area [8]. Market Trends - The average price of praseodymium-neodymium metal increased by approximately 16% from January to July 2025, indicating a recovery in rare earth prices [8].

Investment Rating - The report maintains an "Accumulate" rating for the company [1][5][7] Core Views - The company achieved significant growth in net profit, with a year-on-year increase of 154.81%, reaching a net profit of 305 million yuan in H1 2025 [1] - The rare earth recycling business has become profitable, contributing to the overall financial performance [2] - The company is progressing steadily with its capacity planning, aiming to reach an annual production capacity of 40,000 tons of high-performance rare earth permanent magnet materials by 2025 [3] - Export sales were impacted by policy changes but are expected to gradually recover as export licenses are obtained [4] Financial Performance - In H1 2025, the company reported revenue of 3.507 billion yuan, a year-on-year increase of 4.33% [1] - The gross margin for the NdFeB magnetic steel business improved to 16.02%, up 7.61 percentage points year-on-year [2] - The company’s subsidiary, Yinhai New Materials, achieved revenue of 78.89 million yuan and a net profit of 13.59 million yuan in H1 2025 [2] Capacity and Strategic Development - The company is on track to meet its strategic goal of building a 40,000-ton production capacity by 2025, with ongoing investments in new projects [3] - Initial deliveries of products for embodied robots have been made, indicating the company's growing capabilities in this area [3] Export and Market Outlook - The company’s overseas sales revenue in H1 2025 was 513 million yuan, a decrease of 13.58% year-on-year, but exports to the U.S. increased by 45.10% [4] - The report anticipates a gradual recovery in export activities as the licensing process improves [4] Profit Forecast and Valuation - The forecast for the company's net profit for 2025-2027 has been raised by 6.77%, 11.21%, and 21.42%, respectively, with projected net profits of 841 million, 1.198 billion, and 1.342 billion yuan [5] - The target price for the A-share is set at 35.69 yuan, reflecting an increase from the previous estimate of 24.29 yuan [5][8]

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：28.84元）8月19日晚间发布公告称，公司2025年上半年对相关资产计 提各项资产减值准备共计约3845万元。公司本次计提资产减值准备合计约3845万元，共减少2025年半年 度利润总额约3845万元，并相应减少公司报告期期末的资产净值。本次计提资产减值损失数据未经审 计，最终以会计师事务所年度审计确认的金额为准。 ...

Group 1 - The company Jinli Permanent Magnet (SZ 300748) announced its fourth board meeting on August 19, 2025, to discuss the semi-annual profit distribution plan for 2025 [1] - For the year 2024, the company's revenue composition shows that neodymium-iron-boron magnets account for 87.32% of total revenue, while other businesses contribute 12.68% [1] - As of the report date, Jinli Permanent Magnet has a market capitalization of 39.6 billion yuan [1] Group 2 - The article highlights a significant increase in the average number of high-temperature days in China over the past decade, rising by 25% [1] - Experts from the National Climate Center discuss the economic impacts of high temperatures, indicating a growing influence on the economy [1]

Group 1 - The company Jinli Permanent Magnet (SZ 300748) announced on August 4 that as of July 31, 2025, it has not yet implemented any share repurchase [2] - For the fiscal year 2024, the company's revenue composition is as follows: Neodymium Iron Boron magnetic steel accounts for 87.32%, while other businesses account for 12.68% [2]