证券代码：836807 证券简称：奔朗新材 公告编号：2025-037 广东奔朗新材料股份有限公司 2025 年半年度募集资金存放、管理与实际使用情况 的专项报告 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、 误导性陈述或者重大遗漏，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。 一、募集资金基本情况 （一）募集资金金额、募集资金到账情况 公司于 2022 年 11 月 30 日收到中国证券监督管理委员会《关于同意广东奔 朗新材料股份有限公司向不特定合格投资者公开发行股票注册的批复》（证监许 可[2022]2998 号），同意公司向不特定合格投资者公开发行股票的注册申请。公 司于 2022 年 12 月 20 日在北京证券交易所上市，向不特定合格投资者公开发行 股票 4,547 万股，每股面值人民币 1.00 元，发行价格为 7.00 元/股，募集资金总 额为 318,290,000.00 元，扣除发行费用 35,768,440.56 元（不含增值税）后，募集 资金净额为 282,521,559.44 元。上述募集资金已于 2022 年 12 月 13 日全部到账， 并由 ...

证券代码：836807 证券简称：奔朗新材 公告编号：2025-071 广东奔朗新材料股份有限公司 2025 年第一次职工代表大会决议公告 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、 误导性陈述或者重大遗漏，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。 一、会议召开和出席情况 （一）会议召开情况 1.会议召开时间：2025 年 8 月 25 日 2.会议召开地点：公司二楼会议室 3.会议召开方式：现场结合通讯方式 4.发出职工代表大会会议通知的时间和方式：2025 年 8 月 16 日以通讯方式 发出 1.议案内容： 根据《公司法》及《公司章程》等相关规定，公司在董事会中设置一名职工 代表董事，推选杨成先生为公司第六届董事会职工代表董事，任期自本次会议审 5.会议主持人：彭潇女士 6.召开情况合法、合规、合章程性说明： 本次会议的召集、召开和表决程序符合《公司法》《证券法》等有关法律、 行政法规、部门规章、规范性文件及《公司章程》的规定。 （二）会议出席情况 会议应出席职工代表 36 人，出席和授权出席职工代表 36 人。 二、议案审议情况 （一）审议通过《关于选举公 ...

证券代码：836807 证券简称：奔朗新材 公告编号：2025-034 广东奔朗新材料股份有限公司 第六届监事会第七次会议决议公告 本公司及监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、 误导性陈述或者重大遗漏，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。 一、会议召开和出席情况 （一）会议召开情况 6.召开情况合法、合规、合章程性说明： 本次会议的召集、召开和表决程序符合《公司法》《证券法》等有关法律、 行政法规、部门规章、规范性文件及《公司章程》和《监事会议事规则》的规定。 （二）会议出席情况 会议应出席监事 3 人，出席和授权出席监事 3 人。 二、议案审议情况 （一）审议通过《关于公司 2025 年半年度报告及摘要的议案》 1.议案内容： 根据《证券法》《北京证券交易所股票上市规则》《公开发行证券的公司信息 披露内容与格式准则第 54 号——北京证券交易所上市公司中期报告》及《公司 章程》等有关规定，公司编制了《2025 年半年度报告》《2025 年半年度报告摘要》， 1.会议召开时间：2025 年 8 月 25 日 2.会议召开地点：奔朗新材 522 会议室 3.会议召 ...

Group 1 - The rare earth permanent magnet sector in the A-share market experienced a collective pullback, with Northern Rare Earth falling over 7% and several other companies declining more than 6% [1] - Specific companies that saw significant declines include Baotou Steel, Benlang New Materials, China Rare Earth, and Guangsheng Nonferrous, all dropping over 6% [1] - Other companies such as Huahong Technology, Xinlaifu, Shenghe Resources, Sanchuan Wisdom, and Zhongke Magnetic also reported declines exceeding 5% [1] Group 2 - Northern Rare Earth's stock decreased by 7.19%, with a total market capitalization of 176.8 billion and a year-to-date increase of 130.73% [2] - Baotou Steel's stock fell by 6.69%, with a market cap of 126.4 billion and a year-to-date increase of 50.00% [2] - Benlang New Materials saw a decline of 6.20%, with a market cap of 3.91 billion and a year-to-date increase of 174.49% [2] - China Rare Earth's stock dropped by 6.11%, with a market cap of 50.2 billion and a year-to-date increase of 68.77% [2] - Guangsheng Nonferrous experienced a 6.06% decline, with a market cap of 21 billion and a year-to-date increase of 124.02% [2] - Other notable declines include Huahong Technology (-5.90%, 9.925 billion), Xinlaifu (-5.38%, 5.867 billion), Shenghe Resources (-5.33%, 41.4 billion), Sanchuan Wisdom (-5.23%, 8.674 billion), and Zhongke Magnetic (-5.13%, 9.197 billion) [2]

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]

Core Viewpoint - Northern Rare Earth has reached the daily limit increase, following similar performance from companies such as Jinli Permanent Magnet, Baogang Co., and China Steel Tianyuan, which also hit the daily limit increase. Other companies like Benlang New Materials, Dadi Bear, Huicheng Environmental Protection, and Zhenghai Magnetic Materials have seen their stock prices rise by over 10% [1] Group 1 - Northern Rare Earth has experienced a significant stock price increase, reaching the daily limit [1] - Jinli Permanent Magnet, Baogang Co., and China Steel Tianyuan have also reached their daily limit increase [1] - Several other companies, including Benlang New Materials, Dadi Bear, Huicheng Environmental Protection, and Zhenghai Magnetic Materials, have seen stock price increases exceeding 10% [1]

Group 1 - The rare earth permanent magnet sector in the A-share market has shown strong performance, with several companies experiencing significant stock price increases [1] - Jinli Permanent Magnet (300748) reached a 20% limit up, while Dadi Bear and Benlang New Materials rose over 11% [1] - Other notable performers include Goldwind Technology, Zhonggang Tianyuan (002057), and Baogang Co. (600010), which all hit the 10% limit up [1] Group 2 - Jinli Permanent Magnet has a total market capitalization of 49.9 billion, with a year-to-date increase of 104.5% [2] - Dadi Bear has a market cap of 4.386 billion and a year-to-date increase of 85.86% [2] - Benlang New Materials has a market cap of 4.32 billion and a year-to-date increase of 203.21% [2] - Goldwind Technology has a market cap of 49.1 billion and a year-to-date increase of 14.05% [2] - Zhonggang Tianyuan has a market cap of 8.632 billion and a year-to-date increase of 59.63% [2] - Baogang Co. has a market cap of 135.4 billion and a year-to-date increase of 60.75% [2] - Other companies like Zhenghai Magnetic Materials and North Rare Earth also showed significant increases in stock prices and market capitalization [1][2]