A股市场稀土永磁板块集体回调，其中，北方稀土跌超7%，包钢股份、奔朗新材、中国稀土、广晟有 色跌超6%，华宏科技、新莱福、盛和资源、三川智慧、中科磁业跌超5%。 | 代码 | 名称 | | 涨幅% ↑ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 600111 | 北方稀土 | 1 | -7.19 | 1768亿 | 130.73 | | 600010 | 包钢股份 | 1 | -6.69 | 1264亿 | 50.00 | | 836807 | 奔朗新材 | -08- | -6.20 | 39.10亿 | 174.49 | | 000831 | 中国稀土 | 1 | -6.11 | 502亿 | 68.77 | | 600259 | 广晟有色 | | -6.06 | 210亿 | 124.02 | | 002645 | 华宏科技 | 1 | -5.90 | 99.25亿 | 147.95 | | 301323 | 新来福 | 1 | -5.38 | 58.67亿 | 41.86 | | 600392 | 盛和资源 | 1 | -5.33 ...

免责声明：本文内容与数据仅供参考，不构成投资建议，使用前核实。据此操作，风险自担。 每日经济新闻 （记者 张喜威） 每经讯，2025年8月25日，北交所上市公司奔朗新材（836807，收盘价：22.92元）登上龙虎榜，交易方式是连续竞价，披露原因 是当日换手率达到21.59%，成交数量2669.57万股，成交金额6.23亿元。买一席位为东方财富证券股份有限公司拉萨团结路第一 证券营业部，买入848.28万元；卖一席位为国金证券股份有限公司深圳分公司，卖出1125.41万元。 | | 2025-08-25奔朗新材 (836807) 龙虎榜 | | | | --- | --- | --- | --- | | 序号 | 交易营业部名称 | 买入金额(元) | 卖出金额(元) | | ਜੇਟ ਹ | 东方财富证券股份有限公司拉萨团结路第一证券营业部 | 8482779.79 | 6876431.11 | | 买2 | 国信证券股份有限公司深圳红岭中路证券营业部 | 8479437.65 | 5989684.6 | | 买3 | 机构专用 | 8113772.09 | 6978834.23 | | 买4 | 中信证券股 ...

奔朗新材（836807）今日上涨7.20%，全天换手率21.59%，成交额6.23亿元，振幅16.37%。龙虎榜数据 显示，机构净买入113.49万元，营业部席位合计净买入641.84万元。 北交所公开信息显示，当日该股因日换手率达21.59%上榜，机构专用席位净买入113.49万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交9442.24万元，其中，买入成交额为 5098.79万元，卖出成交额为4343.45万元，合计净买入755.34万元。 具体来看，今日上榜的营业部中，共有1家机构专用席位现身，即买三、卖三，买入金额811.38万元， 卖出金额697.88万元，合计净买入113.49万元。 近半年该股累计上榜龙虎榜8次，上榜次日股价平均涨0.14%，上榜后5日平均涨2.80%。（数据宝） 奔朗新材8月25日交易公开信息 | 买/ 卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | | 东方财富证券股份有限公司拉萨团结路第一证券营业 | | | | 买一 | 部 | 848.28 | 687.64 | | 买二 | ...

Core Viewpoint - The A-share rare earth permanent magnet sector is experiencing a strong rally driven by new regulations on total control indicators for rare earths, leading to significant price increases for various stocks in the sector [1][4]. Group 1: Market Performance - The rare earth sector saw widespread gains, with notable increases such as Jinli Permanent Magnet rising over 18% and Northern Rare Earth, a market leader, increasing by over 8% [1][2]. - Other stocks in the sector, including Huicheng Environmental Protection and Fangbang Co., also contributed to the overall strength of the sector with gains exceeding 10% [1][2]. Group 2: Policy Impact - The recent policy introduced by the Ministry of Industry and Information Technology, the National Development and Reform Commission, and the Ministry of Natural Resources establishes total control management for rare earth mining and separation, which is expected to tighten supply further [4][5]. - The policy mandates that rare earth production companies must maintain records of product flow and submit this information monthly, enhancing regulatory oversight [4][5]. Group 3: Supply and Demand Dynamics - The rare earth market is witnessing a supply-demand imbalance, characterized by tightening supply due to stricter regulations and increasing demand from sectors such as new energy and high-end manufacturing [7][8]. - Price data indicates a significant upward trend in rare earth prices, with key products like praseodymium oxide and neodymium oxide seeing price increases of over 58% and 62.95% year-to-date, respectively [7]. Group 4: Future Outlook - Analysts are optimistic about the future performance of the rare earth sector, with expectations of continued price increases driven by robust demand from electric vehicles, air conditioning, and consumer electronics [6][8]. - Projections indicate that global demand for praseodymium and neodymium oxide will increase significantly by 2025-2026, suggesting a shift towards a supply shortage [8].

Market Overview - The Shanghai Composite Index is at 3870.32 points, above the five-day moving average, with an increase of 1.16% [1] - The total trading volume of A-shares is 1481.62 billion yuan [1] Stocks Performance - A total of 872 A-shares have surpassed the five-day moving average today [1] - Notable stocks with significant deviation rates include: - AVIC Taida (20.80%) - Benlang New Materials (12.19%) - Lepu Medical (12.07%) [1] Stocks with High Deviation Rates - The following stocks have the highest deviation rates from the five-day moving average: - AVIC Taida: Today's increase of 29.99%, turnover rate of 20.77%, five-day moving average at 16.86 yuan, latest price at 20.37 yuan [1] - Benlang New Materials: Today's increase of 14.59%, turnover rate of 13.00%, five-day moving average at 21.84 yuan, latest price at 24.50 yuan [1] - Lepu Medical: Today's increase of 15.58%, turnover rate of 4.29%, five-day moving average at 18.73 yuan, latest price at 20.99 yuan [1] Additional Stocks with Notable Performance - Other stocks with significant performance include: - Suochen Technology: Increase of 14.38%, turnover rate of 10.54%, five-day moving average at 107.48 yuan, latest price at 118.96 yuan [1] - Dadi Bear: Increase of 14.00%, turnover rate of 8.67%, five-day moving average at 35.38 yuan, latest price at 39.09 yuan [1] - Zhenghai Magnetic Materials: Increase of 13.44%, turnover rate of 9.95%, five-day moving average at 18.75 yuan, latest price at 20.51 yuan [1]

北方稀土封涨停，此前金力永磁、包钢股份、中钢天源封涨停，奔朗新材、大地熊、惠城环保、正海磁 材均涨超10%。 (本文来自第一财经) ...

(责任编辑：宋政 HN002) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 格隆汇8月25日｜A股市场稀土永磁板块集体走强，其中，金力永磁(300748)20CM涨停，大地熊、奔朗 新材涨超11%，金风科技、中钢天源(002057)、包钢股份(600010)10CM涨停，正海磁材(300224)涨超 9%，中科磁业、三川智慧(300066)、惠城环保(300779)、北方稀土(600111)涨超8%。 | 代码 | 名称 | | 涨幅% 1 | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 300748 | 金力永磁 | 1 | 20.00 | 499亿 | 104.50 | | 688077 | 大地熊 | 3 | 11.72 | 43.86 Z | 85.86 | | 836807 | 奔朗新材 | 1 | 11.09 | 43.2 ...

Group 1 - The rare earth permanent magnet sector in the A-share market has shown strong performance, with several stocks hitting their daily limit up [1] - Notable performers include Jinli Permanent Magnet, which reached a limit up of 20%, and Dadi Bear and Benlang New Materials, which rose over 11% [1][2] - Other companies such as Goldwind Technology, China Steel Tianyuan, and Baogang Co. also saw significant gains, with increases close to 10% [1][2] Group 2 - Jinli Permanent Magnet has a total market capitalization of 49.9 billion, with a year-to-date increase of 104.50% [2] - Dadi Bear and Benlang New Materials have market capitalizations of 4.386 billion and 4.32 billion respectively, with year-to-date increases of 85.86% and 203.21% [2] - Other companies in the sector, such as China Steel Tianyuan and Baogang Co., have market capitalizations of 8.632 billion and 135.4 billion, with year-to-date increases of 59.63% and 60.75% respectively [2]

Core Viewpoint - Benlang New Materials announced the full repayment of 70 million yuan used for temporary working capital back to the special fundraising account by August 22, 2025, with a usage period not exceeding 12 months from the board's approval date [2] Group 1 - The company has repaid all 70 million yuan to the special fundraising account [2] - The repayment deadline is set for August 22, 2025 [2] - The usage period for the funds did not exceed 12 months from the board's approval [2]

证券代码：836807 证券简称：奔朗新材 公告编号：2025-032 广东奔朗新材料股份有限公司 关于闲置募集资金暂时补充流动资金归还的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏，并对其内容的真实性、准确性和完整性承担个别及 连带法律责任。 董事会 2025 年 8 月 22 日 广东奔朗新材料股份有限公司（以下简称"公司"）于 2024 年 9 月 27 日 召开第六届董事会第三次会议、第六届监事会第三次会议，审议通过了《关于 使用闲置募集资金暂时补充流动资金的议案》，同意公司（含募集资金投资项 目实施主体全资子公司广东奔朗新材料科技有限公司）使用额度不超过人民币 7,000.00 万元的闲置募集资金暂时补充流动资金，仅用于与主营业务相关的生产 经营使用，使用期限自董事会审议通过之日起不超过 12 个月。具体内容详见公 司于 2024 年 9 月 30 日在北京证券交易所信息披露平台（http://www.bse.cn/）披 露的《广东奔朗新材料股份有限公司使用闲置募集资金暂时补充流动资金公 告》（公告编号：2024-063）。 截至 2025 年 8 ...