New Metal Materials
- 1312.041
- -15.482-1.17%
It is expected that relevant national authorities will establish a low-altitude economic regulatory bureau.
①The establishment decision has been approved, and the new bureau is currently in preparation; ② The low-altitude economy set up a dedicated bureau, which can better coordinate resources at all levels to promote industrial development.
Yue'an New Materials withdraws the application for private placement due to "changes in market environment", and these STAR Market companies have announced termination since this year. | Inventory
According to the Star Mining data, the total amount of refinancing on the STAR market since 2024 is 1.531 billion yuan, a decrease of more than 90% compared to the same period in 2023. Yuean New Material stated that there were many reasons for terminating the placement, including the fact that since the placement was launched in November last year, the audit agency Dahua, which was responsible for the project, was subject to regulatory penalties and other internal and external factors, leading to the decision to withdraw the placement application.
In the first half of the year, net profit is expected to exceed the full-year 2020, Innouvo Technology: significant growth in the health equipment business, while the magnetic materials business performance is under pressure. | Quick Read Announcement
In the first half of the year, Innouvo Technology increased its efforts in developing the health equipment business and achieved significant growth in performance. From the first quarter of this year, the operation of magnetic materials still faces certain pressures due to the decline in raw material prices and market competition.
Yoyen powder material's Thailand industrial base construction project has started production, responding that "it is expected to have a sales scale of around 100 million yuan this year".
① Currently, the construction of the 'Thailand Industrial Base Construction Project' has been completed, with a planned total capacity of 6,000 tons. In 2024, the copper-based capacity construction of 5,000 tons will be completed, with a target sales of 1,000 tons of products, and it is expected to achieve a revenue of about 100 million yuan this year. ② In the face of significant fluctuations in copper prices, Yan Yan Powder Materials expressed that the company will also use futures hedging and other methods to hedge risks.
Sales increase, net profit falls, Galaxy magnets: demand for bonded NdFeB magnets will continue to increase | Annual Report Interpretation
① Galaxy Magnets' revenue and net profit both declined in 2023. The last time the company's revenue and net profit declined was in 2013; ② The company predicts that as automobiles develop towards comfort, energy saving, automation and intelligence, the bonded NdFeB magnets used in automobile motors will continue to increase.
Behind the record high production and sales volume, Jinli Permanent Magnet's revenue and net profit have plummeted for the first time since listing, and several projects are about to be put into operation this year|Annual Report Interpretation
① Jinli Permanent Magnet's performance has maintained rapid growth since its launch in 2018. Last year, the company's revenue and net profit both declined for the first time; ② The company's revenue in the NEV and auto parts sector reached 3.303 billion yuan in 2023, with a global market share of about 28.49%; ③ Last year, the company's total output and total sales of high-performance rare earth permanent magnet materials reached the highest level in the same period in history, but the increase in production did not increase profits.
Overseas high-voltage fast charging industry trends may benefit the most from accelerating these core components
① Ford Motor Company and Allego, a leading pan-European public electric vehicle fast and ultra-fast charging network company, announced on Tuesday that they have reached a strategic partnership to provide hundreds of Ford dealers in Europe with ultra-fast charging infrastructure. ② Chen Zikun of GF Securities believes that the links with high future value potential mainly include high-value, high-differentiated component systems. High-end copper alloy tracks that are expected to benefit from high-pressure fast charging industry trends are preferred.
Product sales volume and price have plummeted, and Dadi Bear's pre-loss in 2023 exceeds 36 million yuan since the beginning of the year, the stock price has dropped nearly 30%
① Regarding net profit losses, Dadi Xiong said that in 2023, due to weakening market demand and the impact of downstream companies removing inventory, the company's product sales declined year-on-year. ② Regarding the future trend of the rare earth industry, some market agency analysts believe that market expectations for the new year are cautious, the downstream still mainly digests inventory, and the overall market trend is weakening.
Fast receipt of the letter from Sirui New Materials the day after the disclosure of the liquid rocket project: additional disclosure of funding sources and other information is required
① According to the company's report for the third quarter of 2023, the company's monetary capital at the end of the period is 74 million yuan, transactional financial assets of 0.01 billion yuan, and notes and accounts receivable of 311 million yuan, which is a big difference from the planned investment volume; ② Sirui New Materials is a leading platform for high-performance copper-based materials in China, and the liquid rocket field is a major innovation direction planned by the company.
Science and Technology Innovation Board Evening News | Sirui New Materials Receives Inquiries from the Shanghai Stock Exchange, Han Shengmei Shanghai Plans to Invest in High-end Semiconductor Equipment Iterative R&D Projects
① Xinpeng WeChat: Plans to repurchase shares with 40 million yuan to 80 million yuan; ② Microguide Nano, Sansheng Guojian, Daotong Technology, etc. issued pre-performance announcements. Among them, Microguide Nano's net profit is expected to quadruple year-on-year in 2023; ③ The IPO of Hemei Jingyi Science and Technology Innovation Board has already been inquired.
Youyan Powder, a high-temperature special powder material, has formed batch applications and has not directly established business relationships with mobile phone manufacturers such as Apple | Direct access to performance meetings
① Jiang Shan said that in the additive manufacturing industry chain, the company belongs to the upstream powder manufacturing end and has not directly established sales relationships with mobile phone manufacturers such as Apple. ② Youyan Additives is mainly engaged in additive manufacturing and the production and operation of high-temperature special powder materials. It has completed the review of material plans for many customers in the aerospace field and verification of qualified suppliers, and individual models of products have been applied in batches or reached cooperation intentions.
The main business fell into decline in the first three quarters, Inlova wants to increase the health equipment business|Financial Report Interpretation
① Under the decline in the main business, Inlova's performance has been under pressure since this year, and the company's revenue and net profit have both declined sharply year on year for three consecutive quarters; ② Liu Hao, an SMM rare earth analyst, told the Finance Federation that this year's rare earth magnetic materials market can simply be understood as a “light before last” market, with the market focus mainly falling from the third quarter to the fourth quarter of this year.
Jinli permanent magnets: NdFeB rare earth permanent magnet technology was invented in the 80s of the last century until now for almost 40 years
Express News | Jinli Permanent Magnet and Xiaopeng Motor were included in the Shanghai-Hong Kong Stock Connect and Hong Kong Stock Connect stock list
IPO Weekly | AInnovation is going public, the parent company of B. Duck rose 85% in the pre-IPO trading
Surgical robot concept stock YIDA Health, "HR SaaS first share" Beisen Holdings delivered the table this week; AI solution provider Innovation Qizhi reported this week and is about to launch an IPO; and B.Duck parent company Deying Holdings Fortune Holdings has a good performance in the dark market and will be listed on Monday.
Jinli permanent Magnet H-share listing institutions are optimistic about the future of high-performance magnetic materials.
On January 14, 2022, $Golden permanent Magnet (300748.SZ) $, a leading company in the rare earth permanent magnet sector, was listed in Hong Kong, and the company officially became a dual-listed company. The offering price of H shares is HK $33.80 per share and a total of 125 million shares are issued, resulting in a net proceeds of HK $4.05 billion (assuming the over-allotment right has not been exercised). Jinli permanent Magnet (06680.HK) $is a high-tech enterprise integrating R & D, production and sales of high-performance NdFeB permanent magnet materials, and is a leading supplier of Applied Materials Inc, the core in the field of new energy and energy saving and environmental protection. The company's main products are high quality.
Rare Earth permanent Magnet leading Enterprise-- Jinli permanent Magnet H shares issued and listed
Jinli permanent Magnet (06680.HK) $officially listed on the Hong Kong Stock Exchange on January 14, the company's H shares are priced at HK $33.80 per share, with a total of 125.5 million shares, with a net income of about HK $4.05 billion. After this listing on the Hong Kong Stock Exchange, Jinli permanent Magnet will become the first leading rare earth permanent magnet company to be listed in Hong Kong. For the purpose of this fund-raising, the company said that about 35% will be used for the construction of Ningbo production base; about 25% will be used for potential acquisitions to expand the layout of the industrial chain; about 20% will be used for research and development purposes; about 10% will be used to repay the loan for the construction of Baotou production base project.
H shares listed on the Hong Kong Stock Exchange on the 14th, Jinli permanent Magnet speeds up the pace of production capacity layout.
Jinli permanent Magnet (300748.SZ), a leader in high-performance rare earth permanent magnet materials, announced on the Hong Kong Stock Exchange on the 13th that H shares were issued at a price of 33.80 yuan per share, with a total of 125 million shares, with a net income of 4.045 billion yuan. It is expected that the shares will start trading on the Stock Exchange on January 14, 2022, with the stock code "6680". According to the announcement, the Hong Kong Public offering has been 2.39 times subscribed, and the final number of offer shares available for subscription under the public offering has increased to 25.0936 million H shares, accounting for about 20% of the offer shares. The international offer shares have also been oversubscribed, equivalent to
Express News | Jinli permanent magnet, a new stock, fell more than 15% to HK $28.50 on the first day of trading.
First day of new shares | Jinli permanent Magnet opened 8.88% lower, with a pre-market turnover of HK $241 million.
According to the previous public information, the number of applicants for the public placement of Jinli permanent Magnet was 18275, and the winning rate was 100%.