Electrical Components and Equipment

JLMAG

Citigroup Analyst Maintains Buy Rating on JL MAG, Sets Target Price at 38.20 HKD

UBS Increased Its Stake in Jinfu Magnetics to 6.04%

Jinli Magnetics Collaborates with Top Tech Firm on Embodied Robot Motor Rotor Development and Delivers Small Batch Products

UBS Reduced Its Holding of JNL Magnetic Materials to 5.96%

UBS Increased Its Holdings in JNL Magnetics to 5.05%

Citi Maintains Buy Rating and Sets Target Price for Jinli Yongc_mag Rare-Earth Co., Ltd. H Shares

JINLI Magnesium Announces Q1 Profit Up 20%

JLMAG released FY2026 Q1 earnings on April 22 After-Market (BJT), actual revenue CNY 2.036 B, actual EPS CNY 0.14 (forecast EPS CNY 0.13)

JLMAG FY2026 Q1 Earnings Release on April 28 After-Market (BJT), Forecast EPS CNY 0.13

Daiwa Securities Rates JLL Magnetic Materials as Outperform

JL Magnetics Announces 142% Net Profit Growth in 2025, Actively Expanding New Businesses Amid Shareholder Reduction

BofA initiates coverage on JLLM with a 'Buy' rating, sets target price at HKD 24

JL MAG Rare Earth Proposes Charter Revision with Increased Registered Capital

JLMAG released FY2025 earnings on March 25 During-Market (BJT), actual revenue CNY 7.718 B (forecast CNY 9.339 B), actual EPS CNY 0.52 (forecast CNY 0.5409)

JLMAG released FY2025 Q4 earnings on March 25 During-Market (BJT), actual revenue CNY 2.345 B (forecast CNY 2.944 B), actual EPS CNY 0.1399 (forecast CNY 0.22)

JLMAG to Release FY2025 Annual Earnings on March 25, After-Market (BJT), Forecast Revenue CNY 9.339 B, EPS CNY 0.5409

UBS reduced 401,800 shares of JLL Magnetics

JPMorgan Cuts Stake in JLL Magnetic Materials

HSBC Global Asset Management Increased Its Holdings in JUNLEE MAGNETS by 3 Million Shares

Allianz SE reduced 1,156,400 shares of J&M Permanent Magnets

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JL Mag Rare-Earth Co. Ltd., a producer of rare earth magnetic materials, announced on Wednesday that its first-quarter revenue increased by 16.05% year-on-year, reaching RMB 2.04 billion (approximately USD 299 million), with net profit growing by 20.09% to RMB 193 million. The net profit, excluding non-recurring items, increased by 65.95% to RMB 176 million. After excluding share-based payment expenses, net profit reached RMB 235 million, an increase of 44.57%; the adjusted net profit, excluding non-recurring items, grew by 106.82% to RMB 219 million. Despite facing a decline in new energy vehicle (NEV) sales and fluctuations in NdPr prices, the company has maintained stable growth through technological innovation

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Guotai CSI Non-ferrous Metal ETF

GF CSI Rare Metals Theme ETF

BRIEF: JL Mag profit jumps over 20% in first quarter

JL MAG Rare-Earth Co., Ltd. reported a strong Q1 2026, with revenue up 16.05% to RMB 2.04 billion and net profit rising 20.09%. Excluding non-recurring items, net profit surged 65.95%, with EPS at RMB 0.14. The company achieved a 20,000-tonne capacity expansion and advanced its humanoid robot motor rotor business, despite challenges in the new energy vehicle market and NdPr price volatility. JL MAG focuses on high-end magnet capacity and emerging businesses to enhance its competitive edge in the global rare-earth supply chain.

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JL MAG Rare-Earth Posts Strong Q1 2026 Profit Growth Amid Capacity Expansion

JLMAG announced its performance for the year 2025, with operating revenue of 7.718 billion RMB, an increase of 14.1% year-on-year. It recorded a net profit of 706 million RMB, a growth of 142.4%, with earnings per share of 0.52 RMB. The final dividend is 2.2 RMB for every 10 shares

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"Performance" JLMAG's annual net profit is 706 million RMB, an increase of 142.4%, with a dividend of 2.2 RMB per 10 shares

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The Hang Seng Index closed up 0.95%, and the Hang Seng TECH Index rose 0.56%. JunDa Co., Ltd. had the largest increase, reaching 23.45%; Kingsoft Cloud and Jinli Permanent Magnet rose by 7.69% and 6.7%, respectively. CHINA COAL, Sun Hung Kai Properties, and HPI also saw significant increases. In contrast, Zhaoyi Innovation fell by 7.19%, while MINIMAX and Sanhua Intelligent Control dropped by 2.22% and 2.65%, respectively

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The Hang Seng Index closed up 0.95%, with varying degrees of rebound in the energy, resources, AI, and innovative pharmaceuticals sectors

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Li Qiang, a member of the Standing Committee of the Political Bureau of the CPC Central Committee and Premier of the State Council, conducted research on rare earth resource development in Ganzhou, Jiangxi, emphasizing the importance of balancing reasonable development with ecological protection. He pointed out the significance of rare earths in advanced manufacturing and green transformation, calling for the optimization of industrial layout and recycling systems, promoting technological innovation and application, and facilitating coordinated development across the entire industry chain

- Premier Li Qiang visited Ganzhou, Jiangxi from February 9 to 10 to assess local conditions and extend Spring Festival greetings to grassroots officials and the public.  
- He inspected the Ganjian Innovation Research Institute and rare earth enterprises, emphasizing the significance of rare earths in advanced manufacturing and green transformation while advocating for sustainable resource development and an integrated recycling system.  
- Li highlighted the need for a focus on research, innovation, and collaboration between industry and academia to enhance the applications of rare earth technology in fields like new energy and materials.

JLMAG(300748.SZ)

BRIEF: JL Mag profit jumps over 20% in first quarter

JL MAG Rare-Earth Posts Strong Q1 2026 Profit Growth Amid Capacity Expansion

"Performance" JLMAG's annual net profit is 706 million RMB, an increase of 142.4%, with a dividend of 2.2 RMB per 10 shares

The Hang Seng Index closed up 0.95%, with varying degrees of rebound in the energy, resources, AI, and innovative pharmaceuticals sectors

Li Qiang: We need to develop rare earth resources reasonably