证券日报网讯 2月25日，正海磁材在互动平台回答投资者提问时表示，公司专业从事高性能钕铁硼永磁 材料的研发、生产与销售，公司产品可广泛应用于新能源、节能化和智能化等"三能"高端应用领域。公 司具有良好的商业生态，已形成以汽车市场（尤其是节能与新能源汽车）为主，其他各主要应用领域均 衡发展的良性格局。 （文章来源：证券日报） ...

Core Viewpoint - The company specializes in the research, production, and sales of high-performance neodymium-iron-boron permanent magnetic materials, which are widely applicable in the fields of new energy, energy saving, and intelligent applications [1] Group 1: Company Overview - The company has established a strong commercial ecosystem, primarily focusing on the automotive market, especially in energy-saving and new energy vehicles [1] - Other major application areas are also developing in a balanced manner, contributing to a healthy growth pattern [1]

Group 1 - The core viewpoint of the articles highlights a significant increase in the rare metals sector, particularly in the context of the rare metals ETF, which saw a strong rise of 6.36% as of February 25, 2026, with lithium and rare earths accounting for over 58% of the ETF's weight [1] - The top ten weighted stocks in the CSI Rare Metals Theme Index as of January 30, 2026, include major companies such as Luoyang Molybdenum, Northern Rare Earth, and Ganfeng Lithium, collectively accounting for 59.71% of the index [1] - Concerns regarding the export disruptions of lithium from Zimbabwe have emerged, alongside positive expectations for production in March, leading to a forecast of a volatile increase in lithium prices throughout 2026 [1] - The domestic sales of AI glasses surged by 70%-80% during the Spring Festival, and AI toy transactions skyrocketed by 500 times year-on-year, indicating a strong demand for high-performance neodymium-iron-boron permanent magnet materials, which will drive upstream rare earth material demand [1] Group 2 - The rare metals ETF (561800) serves as an excellent investment tool for investors looking to gain exposure to the rare metals industry [2]

2月25日，金力永磁涨5.22%，截至发稿，报39.50元/股，成交10.61亿元，换手率2.42%，总市值543.36 亿元。 易方达创业板ETF（159915）成立日期2011年9月20日，最新规模1004.46亿。今年以来收益3.47%，同 类排名3491/5570；近一年收益48.37%，同类排名671/4305；成立以来收益278.05%。 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297天，现任基金资产总规模2369.54亿元，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225天，现任基金资产总规模1276.84亿元，任职期间最佳基金回报194.12%， 任职期间最差基金回报-48.01%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 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 ...

2026年2月24日早盘，稀土永磁概念盘中走强，截至10:16，中证稀土产业指数强势上涨2.53%，成分股 铂科新材上涨7.77%，金风科技上涨6.14%，中稀有色上涨6.13%，中色股份，盛新锂能等个股跟涨。 银河证券指出，AI硬件已成为当前AI应用落地最确定的受益方向，国内春节期间AI眼镜销量激增 70%-80%、AI玩具成交同比暴增500倍、宇树人形机器人集群协同运动刷新全球纪录，这些终端爆发背 后均高度依赖高性能钕铁硼永磁材料提供的精密动力输出与响应能力，硬件规模化放量将直接拉动上游 稀土功能材料需求。 稀土ETF嘉实(516150)紧密跟踪中证稀土产业指数，是一键布局国内稀土产业链的便利工具。 场外投资者还可以通过稀土ETF嘉实联接基金（011036）把握稀土投资机遇。 此外，全球能源转型正从政策驱动迈向设备落地阶段，印度拟放宽对中国电力设备进口限制、2025年国 内风电新增装机37.9GW、煤电投资同比增长27.7%。光大证券研报观点认为，风电发电机、核电控制棒 驱动机构、特高压变压器等核心装备均需大量高性能烧结钕铁硼磁体，设备国产化加速与海外订单回流 将同步强化稀土永磁材料的战略价值。 数据显示 ...

2月11日，金力永磁涨5.07%，截至发稿，报38.55元/股，成交9.96亿元，换手率2.34%，总市值530.29亿 元。金力永磁股价已经连续3天上涨，区间累计涨幅5.7%。 南方中证500ETF（510500）成立日期2013年2月6日，最新规模1446.9亿。今年以来收益11.29%，同类 排名650/5569；近一年收益43.5%，同类排名1224/4295；成立以来收益180.06%。 南方中证500ETF（510500）基金经理为罗文杰。 截至发稿，罗文杰累计任职时间12年299天，现任基金资产总规模1713.58亿元，任职期间最佳基金回报 185.79%， 任职期间最差基金回报-47.6%。 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%。 从金力永磁十大流通股东角度 数据显示，南方基金旗下1只基金位居金力永磁十大流通股东。南方中证500E ...

截至发稿，罗文杰累计任职时间12年293天，现任基金资产总规模1713.58亿元，任职期间最佳基金回报 187.93%， 任职期间最差基金回报-47.6%。 数据显示，南方基金旗下1只基金位居金力永磁十大流通股东。南方中证500ETF（510500）三季度减持 21.51万股，持有股数1000.09万股，占流通股的比例为0.74%。根据测算，今日浮亏损失约1830.17万 元。 南方中证500ETF（510500）成立日期2013年2月6日，最新规模1446.9亿。今年以来收益11.19%，同类 排名482/5566；近一年收益51.04%，同类排名1152/4285；成立以来收益179.82%。 南方中证500ETF（510500）基金经理为罗文杰。 2月5日，金力永磁跌5.03%，截至发稿，报34.55元/股，成交8.58亿元，换手率2.16%，总市值475.27亿 元。 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。 ...

Core Viewpoint - Zhenghai Magnetic Materials Co., Ltd. has shown significant growth in revenue and profit, with a notable increase in shareholder numbers and changes in institutional holdings, indicating a positive market sentiment towards the company [2]. Group 1: Financial Performance - For the period from January to September 2025, Zhenghai Magnetic achieved a revenue of 4.973 billion yuan, representing a year-on-year growth of 30.54% [2]. - The net profit attributable to shareholders for the same period was 228 million yuan, reflecting a year-on-year increase of 20.46% [2]. Group 2: Shareholder and Institutional Holdings - As of September 30, 2025, the number of shareholders for Zhenghai Magnetic reached 82,600, an increase of 20.95% compared to the previous period [2]. - The average number of circulating shares per shareholder decreased by 7.86% to 11,231 shares [2]. - Notable changes in institutional holdings include Hong Kong Central Clearing Limited becoming the sixth largest shareholder with 7.3992 million shares, an increase of 2.1523 million shares [2]. - New institutional shareholders include the Jiashi Zhongzheng Rare Earth Industry ETF, which holds 5.413 million shares, and Huaxia Double Bonds A, holding 5.2697 million shares [2]. Group 3: Market Activity - On February 3, Zhenghai Magnetic's stock price increased by 3.91%, with a trading volume of 629 million yuan [1]. - The financing buy-in amount for the same day was 44.5706 million yuan, while the financing repayment was 55.5222 million yuan, resulting in a net financing buy of -10.9516 million yuan [1]. - The total balance of margin trading for Zhenghai Magnetic as of February 3 was 578 million yuan, with the financing balance accounting for 3.59% of the circulating market value [1].

Core Viewpoint - Zhenghai Magnetic Materials experienced a decline of 5.92% on January 30, with a trading volume of 1.243 billion yuan, indicating potential market volatility and investor sentiment shifts [1]. Financing Summary - On January 30, Zhenghai Magnetic Materials had a financing buy amount of 104 million yuan and a financing repayment of 132 million yuan, resulting in a net financing outflow of 27.37 million yuan [1]. - The total financing and securities lending balance reached 608 million yuan, with the financing balance accounting for 3.73% of the circulating market value, which is above the 60th percentile of the past year [1]. - In terms of securities lending, 25,700 shares were repaid, while 5,900 shares were sold, with a selling amount of 103,200 yuan, indicating a lower securities lending balance compared to the 40th percentile of the past year [1]. Company Performance - As of September 30, the number of shareholders for Zhenghai Magnetic Materials increased by 20.95% to 82,600, while the average circulating shares per person decreased by 7.86% to 11,231 shares [2]. - For the period from January to September 2025, the company reported a revenue of 4.973 billion yuan, reflecting a year-on-year growth of 30.54%, and a net profit attributable to shareholders of 228 million yuan, up 20.46% year-on-year [2]. - Since its A-share listing, the company has distributed a total of 1.28 billion yuan in dividends, with 494 million yuan distributed over the past three years [2]. Institutional Holdings - As of September 30, 2025, Hong Kong Central Clearing Limited was the sixth largest circulating shareholder with 7.3992 million shares, an increase of 2.1523 million shares from the previous period [2]. - Qianhai Kaiyuan HuGang Shen Core Resource Mixed A (003304) ranked seventh with 6.2205 million shares, up by 1.8514 million shares, while the Jiashi Zhongzheng Rare Earth Industry ETF (516150) entered the top ten shareholders with 5.4130 million shares [2]. - Notably, several funds, including Southern Zhongzheng 1000 ETF (512100) and Huaxia Zhongzheng 1000 ETF (159845), have exited the top ten circulating shareholders list [2].

Group 1 - The A-share non-ferrous metal sector has continued its strong performance in 2026, with the Shenwan non-ferrous metal industry index rising by 15.87% year-to-date, ranking first among all 31 Shenwan primary industry indices [1] - The rare earth permanent magnet sector has also performed well, with several rare earth stocks, such as Zhongcai Rare Earth and China Rare Earth, outperforming the Shenwan non-ferrous metal industry index [2] - The recent rise in the rare earth permanent magnet sector is primarily driven by the recovery of rare earth prices, with the Baotou Rare Earth Products Exchange's rare earth price index showing a continuous upward trend since the beginning of the year [3] Group 2 - The rare earth price index has increased from 217 points to 237 points since the beginning of the year, surpassing the previous high of 233 points set in August 2025 [6] - Various rare earth products have seen price increases, with praseodymium oxide rising by approximately 9.41% and neodymium oxide by about 9.19% as of January 21 [6] - Several rare earth industry companies have reported positive earnings forecasts for 2025, with companies like Zhenghai Magnetic Materials expecting a net profit increase of 235.72%-311.52% year-on-year [7] Group 3 - The global supply-demand gap for rare earths is expected to continue expanding, with emerging fields such as electric vehicles and humanoid robots driving long-term demand growth [8] - Humanoid robots are anticipated to become a new growth driver for rare earth permanent magnet demand, with the demand for neodymium-iron-boron materials expected to increase significantly by 2035 [8] - The price of praseodymium and neodymium is projected to rise to a range of 600,000 to 800,000 yuan per ton by 2026, driven by recovering exports and increased supply from Southeast Asia [8] Group 4 - The humanoid robot market is expected to reach over a hundred million units, with each robot requiring approximately 2-3 kilograms of rare earth permanent magnets [9] - The demand for high-performance neodymium-iron-boron materials is projected to grow at a compound annual growth rate of 13%, reaching 212,000 tons by 2027 due to rapid growth in sectors like electric vehicles and wind power [10]