金力永磁2024年中期报告

JL MAG RARE-EARTH CO., LTD.6680 2024 2379102951525354565860 2024100.81.07202490% 2024H120246 30 A1.00 JL MAG RARE-EARTH CO., LTD. JLMAG ESG 20246 520246 5 20246 12 20246 12 81 24840 www.jlmag.com.cn ACBD2012 77334 H 183171712-1716 8111 1101-1104 A300748 H06680 3,361.520236 303,430.068.52.00% 119.720236 3064.02% 330.820236 30779.257.55% 20246 30100.8 3C 202432027(i)2023(ii)202345%(iii)202330% 2030206050%15%20%3C20184.75202310.2516.6%202822.712023202817.2% 1. 20244,39073916.8% 20180.6420234.3246.5%202812.762023202824.2% 2. 2019[2019]1054202230%203015%20207 1202370.3%202411,34715.5%5,26030% 20180.6320231.2915.4%20282.272023202812.0% 3. 20226 1920253.350%2022232023118GW202236%2023 3 27(GWEC)2023136GW15%2024100GW202525GW 20180.6720231.2813.8%20282.402023202813.4% 4. 5060(IFR)2024660 20231020252027 20247 20280.662023202813.5%2,887.520232028162.2% 3C (1)3C (2) (3) 3C 90%20213202540,000 20241.534.55% ESG ESGESG(ESG)ESGESG 2024ESG 202447.19202370.2232.80%90%40%336,153.15 11,967.7264.02% 2024100.81.07202490% 202415.932452024739 8.564,637 2.095.73GW 3C 202412,0003,0001202540,000 20241.534.55%20246 30119 202452%88% 202440%20189.5240%2024AAH100.81.07202490% ESG ESG2024410020246202420247SP Global2024ESGAA 20246 3,361.520236 303,430.068.5291.220236 30539.2248.00.09 119.720236 30332.6212.9 20241-647.19202370.2232.80%90%40%20236 303,430.068.520246 303,361.5 20236 302,890.8179.520246 303,070.3 457.52023470.82.82% 291.220236 30539.28.7%202315.7% 120241-647.19202370.2232.80% (1)A202320232024 (2)B6002024 3 23,000 20236 3098.550.320246 30148.847.0 20236 3010.515.120246 3025.6(i)6.3(ii)3.5 20236 3071.78.120246 3079.8(i)18.0(ii)5.3 20236 30174.721.920246 30152.835.6 20236 3014.85.520246 3020.3 20246 300.420236 3028.2 20236 3027.621.720246 305.9 20236 30334.0213.320246 30120.720236 309.74%20246 303.59% 1 20246 30330.8126.7 2 20246 30506.1433.280.0 3 20246 3046.4203.8295.5115.5484.0109.1 202312 312,989.7266.320246 303,256.0202312 318,836.3719.420246 308,116.9 202312 313,983.5143.920246 303,839.6 202312 31805.364.220246 30741.120246 30202312314,277.34,852.86,792.27,037.2 20246 30202312 312,930.13,156.7 202312312,213.220246301,653.120246 30362.2202312 31812.755.4% 2024630202312312,689.42,473.9 20246301,220.6730.8489.8 20246 3040.3%2023 12 3140.5% 20246 30202312 31 20246 30202312 31 20246 30202312 31 2030206015%-20% 3C 1 202412,0003,0001202540,000 2 (1)(2)(3)(4)(5) 3ESG ESGESGESGESGESG 20246 306AAH100.820246 30AH1,337,220,9398,015,784A1.07 20249 1920242100.8 H20249 1320249 19HH2024919H2024H202420249 12430H183171712-1716 H20249 26202410 2H202410 2HH2024925H183171712-1716 2024 20081 1H10%HHHH10%10%H10%10%HHH10%20%H20%20% [2014]81[2016]127H20%A10%10% C.2.1 C.2.1 20246 306,671 7202310252020794,7728.0484762,762.9620245 3020245 30H 8,015,784AH (1)2023 (2)20246 12(CFO)20246 12(1)(2)(3)(4)(5) ESG20246 12 (3)202320243 2620246 520246 12 (4)20246 5 13.51B(1)13.51B(2)20243 2820246 520246 12H20245 14 20246 30XV23336 (6)8,603,174A39.00%8,603,174A (7)67,036,352A67,036,352A (8)20222 1634,270,800H33.95%34,270,800H (9)China Resources Inc.2022 5 26CR Alpha Investment II Limited11,423,600HCR Alpha Investment II LimitedCR Alpha Fund, L.P.CR Alpha Fund, L.P.CR AlphaFund Management LimitedCR Alpha Fund Management LimitedCR & CNIC Investment LimitedChina Resources (Holdings) Company LimitedCR & CNIC Investment Limited 60%China Resources(Holdings) Company LimitedCRC Bluesky LimitedCRC Bluesky LimitedChina Resources Inc.China Resources Inc.China Resources Company LimitedChina Resources(Holdings) Company LimitedChina Resources Company Limited China Resources Inc.CR & CNIC Investment LimitedCR Alpha Fund Management LimitedCR Alpha Fund, L.P.CRC Bluesky LimitedCR Alpha Investment II Limited11,423,600H (10)CITIC Group Corporation2022 1 286,923,400HCITIC Corporation Limited50%CITIC Corporation LimitedCITICLimitedCITIC Glory LimitedCITIC Limited25.60%CITIC Polaris LimitedCITIC Limited32.53%CITIC Glory LimitedCITIC Polaris LimitedCITIC Group CorporationCITICCorporation LimitedCITIC Glory Limited CITIC Polaris Limited CITIC Limited CITIC Group Corporation6,923,400H (11)Prudential PLC.20221286,923,400HPrudential Corporation Holdings Limited50%Prudential CorporationHoldings LimitedPrudential Holding LimitedPrudential Holding LimitedPrudential Corporation Asia LimitedPrudential Corporation Asia LimitedPrudential PLCPrudential PLC6,923,400H (12) (13)20241 26HH26,895,424HHHHH8.1920,171,568H202320241 26H20245 14HH (14)CCB International Group Holdings Limited2022 1 20CCB International OverseasLimited6,923,400HCCB International Overseas LimitedCCB International (Holdings) LimitedCCB International (Holdings) LimitedCCB Financial Holdings LimitedCCB Financial HoldingsLimitedCCB International Group Holdings LimitedCCB International (Holdings)LimitedCCB Financial Holdings LimitedCCB International Group Holdings LimitedCCB International OverseasLi