今年以来金力永磁已经3次登上龙虎榜，最近一次登上龙虎榜为10月13日。 11月25日，金力永磁盘中上涨2.04%，截至10:44，报34.44元/股，成交4.16亿元，换手率1.08%，总市值 473.75亿元。 资金流向方面，主力资金净流出553.53万元，特大单买入1922.74万元，占比4.62%，卖出2704.35万元， 占比6.50%；大单买入8841.45万元，占比21.24%，卖出8613.37万元，占比20.69%。 金力永磁今年以来股价涨95.89%，近5个交易日跌0.23%，近20日跌11.62%，近60日跌4.81%。 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%。 金力永磁所属申万行业为：有色金属-金属新材料-磁性材料。所属概念板块包括：人形机器人、汽车零 部件、机器人概念、高送转、比亚迪概念等。 截至9月30日，金力永磁股东户数 ...

一方面，国内风电项目多以自然年为政策考核与并网节点，业主为抢占政策红利，集中在年底前推进吊 装验收，金风科技等头部整机厂同步进入交付安装高峰，直接拉动上游磁材需求；另一方面，第四季度 避开夏季雨季、台风季及冬季严寒冰冻期，天气条件更适配户外大规模吊装作业，为装机冲刺提供天然 保障。 金力永磁作为全球高性能钕铁硼永磁材料龙头，在风电领域市占率超36%，深度绑定金风科技、明阳智 能等整机巨头。随着下游交付提速，公司订单持续放量，2025年前三季度风电磁材收入同比激增85%， 近期更斩获大额长期供货协议。依托自主研发的晶界渗透技术，公司产品在减少重稀土用量的同时保持 高性能，溢价优势显著，叠加产能稳步扩张，得以高效承接旺季订单。 风电行业第四季度装机量占全年比例普遍达40%-50%，金力永磁精准承接旺季红利 风电行业第四季度装机旺季如期而至，数据显示该季度装机量占全年比例普遍达40%-50%，作为风电核 心零部件供应商的金力永磁，正凭借行业地位与技术优势深度受益。 ...

11月21日，正海磁材跌5.07%，截至发稿，报14.41元/股，成交2.06亿元，换手率1.51%，总市值134.11 亿元。 资料显示，烟台正海磁性材料股份有限公司位于山东省烟台经济技术开发区汕头大街9号，成立日期 2000年4月6日，上市日期2011年5月31日，公司主营业务涉及高性能钕铁硼永磁材料的研发、生产、销 售和服务;电机驱动系统领域。主营业务收入构成为：钕铁硼永磁材料及组件100.00%。 截至发稿，田光远累计任职时间4年259天，现任基金资产总规模758.12亿元，任职期间最佳基金回报 126.57%， 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。 责任编辑：小浪快报 数据显示，嘉实基金旗下1只基金位居正海磁材十大流通股东。嘉实中证稀土产业ETF（516150）三季 度新进十大流通股东，持有股数541.3万股，占流通股的比例为0.58%。根据测算，今日浮亏损失约 416.8万元。 嘉实中证稀土产业ETF（51615 ...

金力永磁所属申万行业为：有色金属-金属新材料-磁性材料。所属概念板块包括：人形机器人、汽车零 部件、机器人概念、稀缺资源、稀土永磁等。 金力永磁今年以来股价涨96.86%，近5个交易日跌1.79%，近20日跌8.20%，近60日涨18.24%。 今年以来金力永磁已经3次登上龙虎榜，最近一次登上龙虎榜为10月13日。 11月20日，金力永磁盘中下跌2.01%，截至13:33，报34.61元/股，成交9.59亿元，换手率2.41%，总市值 476.09亿元。 资金流向方面，主力资金净流出209.14万元，特大单买入3832.41万元，占比4.00%，卖出3847.03万元， 占比4.01%；大单买入1.99亿元，占比20.77%，卖出2.01亿元，占比20.97%。 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%。 机构持仓方面，截止2025年9月30日，金力 ...

Core Viewpoint - Jinli Permanent Magnet's stock price has shown significant growth this year, with a year-to-date increase of 100.39%, indicating strong market performance and investor interest [1][2]. Financial Performance - For the period from January to September 2025, Jinli Permanent Magnet achieved a revenue of 5.373 billion yuan, representing a year-on-year growth of 7.16% [2]. - The net profit attributable to shareholders for the same period was 515 million yuan, marking a substantial increase of 161.81% year-on-year [2]. Stock Market Activity - As of November 19, Jinli Permanent Magnet's stock was trading at 35.23 yuan per share, with a market capitalization of 48.462 billion yuan [1]. - The stock has experienced a trading volume of 526 million yuan on the same day, with a turnover rate of 1.34% [1]. - The stock has appeared on the "Dragon and Tiger List" three times this year, with the most recent appearance on October 13 [1]. Shareholder Information - As of September 30, 2025, the number of shareholders increased to 134,000, reflecting a growth of 35.31% compared to the previous period [2][3]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 47.706 million shares, an increase of 41.4024 million shares from the previous period [3]. Dividend Distribution - Since its A-share listing, Jinli Permanent Magnet has distributed a total of 1.471 billion yuan in dividends, with 1.084 billion yuan distributed over the past three years [3]. Business Overview - Jinli Permanent Magnet specializes in the research, production, and sales of high-performance neodymium-iron-boron permanent magnet materials, magnetic components, and the recycling of rare earth permanent magnet materials [1]. - The main revenue source is neodymium-iron-boron magnets, accounting for 91.98% of total revenue, while other sources contribute 8.02% [1]. Industry Position - The company is classified under the non-ferrous metals sector, specifically in the new metal materials and magnetic materials sub-industry [1]. - Jinli Permanent Magnet is associated with several concept sectors, including humanoid robots, scarce resources, rare earth permanent magnets, automotive parts, and robotics [1].

11月18日，金力永磁盘中下跌2.03%，截至14:01，报34.34元/股，成交6.76亿元，换手率1.73%，总市值 472.38亿元。 资金流向方面，主力资金净流出5976.02万元，特大单买入2747.63万元，占比4.06%，卖出5614.86万 元，占比8.30%；大单买入1.40亿元，占比20.72%，卖出1.71亿元，占比25.32%。 金力永磁今年以来股价涨95.32%，近5个交易日跌2.30%，近20日跌13.57%，近60日涨17.84%。 今年以来金力永磁已经3次登上龙虎榜，最近一次登上龙虎榜为10月13日。 金力永磁所属申万行业为：有色金属-金属新材料-磁性材料。所属概念板块包括：稀缺资源、稀土永 磁、人形机器人、高送转、汽车零部件等。 截至9月30日，金力永磁股东户数13.40万，较上期增加35.31%；人均流通股0股，较上期增加0.00%。 2025年1月-9月，金力永磁实现营业收入53.73亿元，同比增长7.16%；归母净利润5.15亿元，同比增长 161.81%。 分红方面，金力永磁A股上市后累计派现14.71亿元。近三年，累计派现10.84亿元。 机构持仓方面，截止2025 ...

Core Insights - Zhenghai Magnetic Materials experienced a stock price increase of 0.52% on November 17, with a trading volume of 232 million yuan [1] - The company reported a financing buy-in amount of 22.10 million yuan and a net financing buy of 0.24 million yuan on the same day [1][2] - As of September 30, 2025, the company achieved a revenue of 4.973 billion yuan, marking a year-on-year growth of 30.54% [2] Financing Overview - On November 17, the total financing balance for Zhenghai Magnetic Materials reached 670 million yuan, accounting for 4.65% of its market capitalization [1] - The financing balance is above the 80th percentile of the past year, indicating a high level of financing activity [1] - The company had a short-selling balance of 1.69 million yuan, also exceeding the 80th percentile of the past year [1] Shareholder Information - As of September 30, 2025, the number of shareholders increased to 82,600, a rise of 20.95% [2] - The average number of circulating shares per shareholder decreased by 7.86% to 11,231 shares [2] - Notable institutional shareholders include Hong Kong Central Clearing Limited and Qianhai Kaiyuan Core Resource Mixed A, which increased their holdings significantly [2]

地球知识局 文字 | 严寒 校对 | 朝乾 编辑 | 澄澈 10月9日，一项"最硬核"的稀土管制新规出台了，不仅让全球高科技企业开始集体学习中文和WPS操 作，更在改写全球战略资源的博弈规则。 这项新规来自中国商务部，内容是稀土相关物项的两项出口管制。其中有一个细节，十分引人注目：所 有出口许可申请文件必须以中文提交，而且附件材料全面采用国产办公软件的WPS格式，而非国际通 用的Word或PDF。 连文件格式都改国产了▼ 这意味着，那些曾依赖中国稀土却不愿遵守规则的企业，如今不得不适应新的游戏规则——按中国标准 办事。 中国稀土新规的颁布，WPS格式与中文申请只是表象，更深层的是中国对稀土战略价值的重新定位。 从2001年起，我国将稀土技术列入《禁止出口限制出口技术目录》，到2023年，对部分稀土实施出口许 可制度，到2024年实施全产业链监管，再到此次境外管制与技术管控的双重升级，一条清晰的战略脉络 已然显现。 全球一大半的稀土金属，都是中国造▼ 无论是先进制程的芯片，光互联技术改进，还是芯片相关的生产设备、测试设备和材料，甚至连发电与 冷却等场景，都离不开稀土。 稀土对全球AI供应链几乎拥有一票否决权—— ...

Core Insights - The automotive consumption peak season from the fourth quarter to the Chinese New Year is increasingly prominent, driving strong demand in the terminal market and creating opportunities for upstream core component companies [1][2] - Jinli Permanent Magnet, a leader in high-performance neodymium-iron-boron permanent magnet materials, benefits significantly from the electric vehicle (EV) sector, with nearly half of its business directly linked to EV orders [1][2] Industry Overview - The peak effect of the EV industry is expected to fully release in the fourth quarter of 2025, with domestic EV retail sales projected to reach 1.32 million units in October, achieving a penetration rate of over 60%, a historical high [1] - Major automakers like BYD, NIO, and XPeng are setting record delivery volumes, with BYD's monthly sales reaching 441,700 units and NIO exceeding 40,000 units in monthly deliveries [1] Company Performance - Jinli Permanent Magnet's third-quarter report indicates a robust order backlog extending to the second quarter of 2026, with the EV and auto parts sectors being the core growth drivers [2] - Revenue from the EV sector reached 2.615 billion yuan in the first three quarters of 2025, with a year-on-year sales increase of 23.46% and a domestic market share exceeding 30% [2] - The company has established deep partnerships with leading global automakers such as Tesla, BYD, and Volkswagen, providing solid support for peak season orders [2] Global Expansion - Jinli Permanent Magnet's overseas business is also thriving, with export revenue to the U.S. increasing by 43.92% year-on-year in the first three quarters [2] - The company has secured a contract for the BMW iX3 model in Europe and achieved small-scale supply from its Mexico base, further enhancing its global growth potential [2] Market Dynamics - The fourth quarter represents a golden period for automotive consumption, driven by concentrated production by automakers and pre-holiday family car purchases [2] - Jinli Permanent Magnet is positioned to benefit from both the seasonal market advantages and increased material usage per vehicle due to the adoption of the 800V platform, creating dual growth momentum [2]

Core Viewpoint - Jinli Permanent Magnet's stock price has shown significant volatility, with a year-to-date increase of 111.31%, but a recent decline in the last five and twenty trading days [1][2]. Financial Performance - For the period from January to September 2025, Jinli Permanent Magnet achieved a revenue of 5.373 billion yuan, representing a year-on-year growth of 7.16% [2]. - The net profit attributable to shareholders for the same period was 515 million yuan, marking a substantial year-on-year increase of 161.81% [2]. Stock Market Activity - As of November 7, the stock price was 37.15 yuan per share, with a market capitalization of 51.103 billion yuan [1]. - The stock has experienced a trading volume of 663 million yuan on the same day, with a turnover rate of 1.62% [1]. - Jinli Permanent Magnet has appeared on the "Dragon and Tiger List" three times this year, with the most recent occurrence on October 13 [1]. Shareholder Information - As of September 30, 2025, the number of shareholders increased to 134,000, a rise of 35.31% from the previous period [2][3]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 41.4024 million shares [3]. Dividend Distribution - Since its A-share listing, Jinli Permanent Magnet has distributed a total of 1.471 billion yuan in dividends, with 1.084 billion yuan distributed over the past three years [3].