Company Profile · Industrials

Jl Mag Rare-Earth Co Ltd Class A

300748 · Shenzhen
Industry
Rare Earth Permanent Magnets
Exchange
Shenzhen
Country
China
Employees
7,302
Website
www.jlmag.com.cn
Current Price
¥33.43
Live · Jun 18, 2026
Fair Buy
≤ ¥24
Margin-of-safety entry
Baillie Growth Score
35/100
Weak
Intrinsic Value · Three-Tier Range Current price ¥33.43 Live · Within the fair intrinsic-value range

Composite valuation range · conservative ¥18–¥24 / fair ¥27–¥34 / optimistic ¥42–¥55. At ¥33.43, Within the fair intrinsic-value range.

At publication ¥31 (Jun 5, 2026)

Research on this stock
JL MAG Rare-Earth Co., Ltd.
300748 · Shenzhen
Watch
JL MAG Rare-Earth (300748) Zen Horizon Framework Deep Dive: A Global Rare-Earth Permanent Magnet Leader, With a V-Shaped Earnings Rebound Meeting a Rich Valuation and a Robotics Narrative

JL MAG Rare-Earth is the clear A-share leader in rare-earth permanent magnets, focused on high-performance NdFeB materials for NEVs, inverter air conditioners, wind power, and robotics. The core thesis is a V-shaped earnings rebound, with 2024 attributable net profit of CNY 290 million rising to CNY 706 million in 2025, driven mainly by higher praseodymium-neodymium prices and EV volume growth. Report rating Watch: a high-quality cyclical leader whose good news and unproven robotics option are already largely prepaid in the share price.

Rare Earth Permanent Magnets Baillie 35 Jun 5, 2026
About the company

JL Mag Rare-Earth Co., Ltd. engages in the research and development, production, and sale of rare earth permanent magnetic materials in Mainland China and internationally. The company offers NdFeB PMs for use in new energy vehicles and auto parts, energy-saving variable-frequency air-conditioners, wind power generation, 3C, robotics and industrial servo motors, energy-saving elevators, rail transit, and other fields. JL Mag Rare-Earth Co., Ltd. was incorporated in 2008 and is headquartered in Ganzhou, China.

Financial snapshot
Market capCN¥45.99B
Revenue (TTM)CN¥8B
EBITDACN¥972.88M
Profit margin9.22%
ROE9.96%
P/E (TTM)61.91
Forward P/E67.11
PEG3.68
EPSCN¥0.54
Dividend yield1.24%
52-week rangeCN¥21.81 – CN¥47.25

Data from EODHD, shown in the reporting currency; for reference only, not investment advice.

Background

History

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Industry position

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