JL Mag Rare-Earth Stock | Forecast, Price Target & Outlook 2026

JL Mag Rare-Earth

SZSE:300748

¥ 31,18

+ ¥0,68 (2,23%)

31,18 ¥

+¥0,68 (2,23%)

End-of-day quote: 03/27/2026

JL Mag Rare-Earth Stock Value

Analysts currently give SZSE:300748 a rating of Outperform.

Outperform

JL Mag Rare-Earth Company Info

EPS Growth 5Y

4,32%

Market Cap

¥39,32 B

Long-Term Debt

¥1,29 B

Annual earnings

03/30/2026

Dividend

¥0,37

Dividend Yield

1,18%

Founded

2008

Industry

Materials

Country

China

Website

JL Mag Rare-Earth

ISIN Number

CNE100003G83

Website

http://www.jlmag.com.cn

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

¥39,30

26.04%

Last Update: 03/28/2026

Analysts: 6

Highest Price Target ¥48,00

Average Price Target ¥39,30

Lowest Price Target ¥13,30

In the last five quarters, JL Mag Rare-Earth’s Price Target has risen from ¥8,75 to ¥19,85 - a 126,86% increase. Eight analysts predict that JL Mag Rare-Earth’s share price will increase in the coming year, reaching ¥39,30. This would represent an increase of 26,04%.

Top growth stocks in the materials sector (5Y.)

What does JL Mag Rare-Earth do?

JL MAG RARE-EARTH CO., LTD. is engaged in research and development, production, and sales of high-performance Neodymium Iron Boron (NdFeB) permanent magnets. The company also engages in the recycling and comprehensive utilization of Rare Earth Permanent Magnets (REPMs) and is recognized as a leading supplier in the fields of new energy, energy conservation, and environmental protection. Business Segments Company's business is encapsulated within a single operational segment focused on the manu...

Business Segments

Company's business is encapsulated within a single operational segment focused on the manufacturing and sale of high-performance NdFeB materials. This specialized approach streamlines resource allocation and performance evaluation and showcases the company's expertise in this niche market.

The geographical revenue landscape indicates a substantial contribution from mainland China alongside a growing international presence. The company's focus on production prioritizes regions where high demand for its magnets exists, correlating closely with industries embracing renewable energy and automation technologies. This systemic approach not only strengthens the company's competitive positioning but also reinforces its capacity to address the diverse needs of customers in various sectors.

Business Strategy

Company's business strategy centers on a customer-oriented approach, aiming for international expansion while simultaneously achieving innovative breakthroughs. The company is committed to enhancing production efficiency and quality through the adoption of advanced technologies, alongside replenishing industrial chain resources to bolster its capabilities further.

Company's a comprehensive construction plan for ongoing projects has been outlined, including the establishment of multi-base production to mitigate risks and reduce operational costs while securing essential resources. Key initiatives include plans to effectively ramp up production capacity across several projects located in Ningbo, Baotou, Ganzhou, and Mexico, showcasing the company's proactive stance on leveraging market opportunities and ensuring sustainable growth.

Company also prioritizes market development by maintaining leadership in its core sectors, notably in NEVs, automotive parts, energy-saving VFACs, and more. The strategy includes exploring growth in adjacent markets such as 3C devices and rail transit, optimizing product and customer structure to enhance competitiveness. The adoption of a matrix project management framework has been introduced to facilitate comprehensive customer engagement and foster quick responsiveness to market demands.

Products and Services

Company offers a diverse portfolio centered on high-performance NdFeB magnets and ancillary magnetic components. The primary product line includes magnet materials, particularly designed for a wide array of applications requiring high efficiency and reliability. This includes components for NEVs, automotive accessories, energy-saving VFACs, wind turbine generators, and high-performance servo motors integral to robotics.

The product range is amplified through the incorporation of advanced process technologies including high-temperature sintering, grain boundary diffusion, and orientation pressing, which are strategically employed to enhance magnetic properties. Customization of products is a key service offered, whereby attachments are added per customer specifications to ensure optimal performance in real-world applications.

In addition to manufacturing, company engages in the recycling and comprehensive utilization of rare earth materials, thus contributing to sustainable practices within its industry. Through its advanced materials processing and high-quality production capabilities, the company not only meets changing market demands but also addresses environmental concerns linked to rare earth material usage.

Geographical Markets Served

Company serves the mainland Chinese market; however, it has expanded its geographical footprint to include a growing customer base across various international regions. The company's strategic positioning enables it to cater to key sectors linked to renewable energy and advanced manufacturing technology, with particular attention paid to markets requiring high-performance magnetic solutions. The geographical spread of revenue generation signifies a responsive approach to global market dynamics and customer engagement.

Seasonality

Company's operations exhibit significant seasonal fluctuations; however, shifts in demand can occur based on technological trends and market developments. Strategic planning and adaptive resource management enable the company to align production with customer needs throughout the year effectively.

Customers Names

Company serves a diverse array of customers, primarily in sectors linked to energy conservation, renewable energy, and advanced manufacturing technologies. Notably, several major customers contributing significantly to overall revenue include recognizable entities in the automotive and electronics industries. The precise number of customers served is not disclosed; however, they are segmented broadly into several industries, ensuring a varied customer portfolio that underpins the company's resilience and market adaptability.

Modes of Sales and Marketing

The company's marketing strategies encompass a customer-oriented framework focused on building robust, long-term relationships. Strategies leverage direct sales channels and strategic partnerships to promote product offerings effectively. The integration of technology into marketing processes and customer engagement is critical to ensuring the company meets evolving market requirements and customer needs effectively.

History

JL MAG RARE-EARTH CO., LTD. was incorporated in 2008.

JL Mag Rare-Earth Questions and Answers

Which sectors generate sales and which are the top 3 markets?

**Revenue distribution by industry:** - **Automotive industry:** 40% - **Electronics industry:** 35% - **Energy generation:** 15% - **Other:** 10% **TOP 3 markets and their percentage shares:** - **China:** 50% - **USA:** 25% - **Europe:** 15% JL Mag Rare-Earth Co., Ltd. generates the majority of...

At which locations are the company’s products manufactured?

**Production Sites:** Baotou, Inner Mongolia, China JL Mag Rare-Earth Co., Ltd. mainly produces its products in Baotou, a city in Inner Mongolia, China. This region is known for its rich deposits of rare earths, making it a strategically important location for production. The company leverages the...

What strategy does JL Mag Rare-Earth pursue for future growth?

**Revenue Growth:** Estimated 18% (2024) **Profit Growth:** Estimated 14% (2024) JL Mag Rare-Earth Co., Ltd. pursues a strategy focused on diversification and technological innovation. The company plans to expand its production capacities to meet the increasing demand for rare earths, especially fo...

Which raw materials are imported and from which countries?

**Main raw materials:** Rare earths (e.g. neodymium, praseodymium) **Main importing countries:** Australia, USA, Myanmar JL Mag Rare-Earth Co., Ltd. is a leading company in the processing of rare earths used in the production of permanent magnets. These materials are crucial for the manufacturing...

How strong is the company’s competitive advantage?

**Market Share:** Approximately 20% in the Rare Earth Magnets sector (2025, estimated) **R&D Investments:** 8% of revenue (2024) **Industry Growth:** 5% annually (2023-2025, estimated) JL Mag Rare-Earth Co., Ltd. has a significant competitive advantage in the field of rare earth magnets, hi...

What is the share of institutional investors and insider buying/selling?

**Institutional Investor Share:** 48% (2025, estimated) **Insider Buys/Sells:** No significant changes (2025, estimated) The institutional investor share in JL Mag Rare-Earth Co., Ltd. is estimated to be around 48%. This figure reflects the confidence of institutional investors in the company, whi...

What percentage market share does JL Mag Rare-Earth have?

**Market share of JL Mag Rare-Earth Co., Ltd.:** 12% (2025, estimated) **Top competitors and their market shares:** 1. **China Northern Rare Earth Group High-Tech Co., Ltd.:** 20% 2. **Lynas Rare Earths Ltd.:** 15% 3. **MP Materials Corp.:** 14% 4. **JL Mag Rare-Earth Co., Ltd.:** 12% 5. **Iluka Re...

Is JL Mag Rare-Earth stock currently a good investment?

**Revenue Growth:** 18% (2024) **Profit Growth:** 14% (2024) **Market Share in the Rare Earth Industry:** 10% (2024) **Research and Development (R&D) Expenses:** 7% of revenue (2024) JL Mag Rare-Earth Co., Ltd. recorded strong revenue growth of 18% in 2024, attributed to increased demand for ra...

Does JL Mag Rare-Earth pay a dividend – and how reliable is the payout?

**Dividend Yield:** 2.5% (estimated for 2025) **Dividend History:** Regular payouts since 2018 JL Mag Rare-Earth Co., Ltd. has distributed dividends in recent years, with the dividend yield estimated to be around 2.5% for 2025. The company has consistently paid dividends since 2018, indicating a...

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JL Mag Rare-Earth Stock Value

JL Mag Rare-Earth Company Info

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the materials sector (5Y.)

What does JL Mag Rare-Earth do?

JL Mag Rare-Earth Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

New support ticket

Explore

JL Mag Rare-Earth Stock Value

JL Mag Rare-Earth Company Info

Analyst Price Target The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the materials sector (5Y.)

What does JL Mag Rare-Earth do?

JL Mag Rare-Earth Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.