九菱科技公告，公司于2025年6月12日召开第三届董事会第六次会议，审议通过了《关于调整部分募集 资金投资项目建设内容和投资额的议案》。本次调整主要涉及"年产11,000吨汽车和节能家电高精度零 件生产线新建项目"的投资额。调整前项目总投资金额为2.5亿元，调整后为2.45亿元。截至2025年4月30 日，该项目已累计投入1.19亿元，原计划建设内容"搬迁产能4,500吨/年，新增产能4,500吨/年"调整 为"新增产能4,500吨/年"，该建设内容后续将由公司运用自有资金进行建设，募集资金投入额不变。公 司拟相应调减该子项目自有资金投资额部分，募集资金投入额不变。 ...

Core Viewpoint - The recent export controls on rare earth elements by China have led to a significant increase in the prices of rare earth permanent magnets and related stocks, indicating a shift from previously low prices to a more favorable market environment for domestic companies [3][5][6]. Group 1: Export Controls and Market Impact - In April, China implemented export controls on seven types of medium and heavy rare earth elements, which has caused concerns among overseas companies about supply shortages [4][5]. - The average price index for rare earths increased from 167.5 points in January to 183.7 points by June 10, with specific products like praseodymium-neodymium oxide seeing a price rise from 40.72 million yuan/ton to a range of 45.0-47.0 million yuan/ton [7]. - The A-share market for rare earth permanent magnet stocks has seen a significant rise, with the index increasing from 2325.20 points on June 3 to 2617.68 points on June 11, reflecting a weekly growth of 6.21% [8]. Group 2: Company Performance and Stock Movements - Companies like Jiuzhou Jiuling Technology and Zhongke Magnetic Industry have reached record stock prices, with Jiuzhou's stock hitting 79.56 yuan/share, a 30% increase [8]. - Mining and smelting companies, such as Guangsheng Nonferrous Metals and Northern Rare Earth, also experienced stock price increases, indicating a broad market response to the export controls [9]. - The shift in the rare earth market has allowed companies to move away from previously low pricing strategies, with the industry now focusing on high-quality development and strategic resource management [9][10]. Group 3: Future Industry Outlook - The demand for rare earth permanent magnets is expected to grow due to their essential role in various industries, including electric vehicles and renewable energy [10][11]. - The global market for magnetic materials is projected to maintain a steady growth rate of around 5% annually, driven by advancements in electronics, communication, and automotive sectors [10]. - Analysts suggest that the current export controls may lead to increased profit margins for companies in the rare earth sector, as well as a second growth curve driven by emerging demands [11].

具体来看，今日上榜营业部中，第一大买入营业部为国泰海通证券股份有限公司上海宛平南路营业部， 买入金额为1575.54万元，第一大卖出营业部为海通证券股份有限公司广州东风西路营业部，卖出金额 为2940.85万元。（数据宝） 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1.65亿元，其中，买入成交额为7856.61 万元，卖出成交额为8602.12万元，合计净卖出745.51万元。 九菱科技(873305)今日上涨29.89%，全天换手率32.79%，成交额8.35亿元，振幅37.41%。龙虎榜数据显 示，营业部席位合计净卖出745.51万元。 北交所公开信息显示，当日该股因日涨跌幅达到29.89%、日价格振幅达37.41%上榜，营业部席位合计 净卖出745.51万元。 | 买/ 卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 国泰海通证券股份有限公司上海宛平南路营业部 | 1575.54 | 10.06 | | 买二 | 国金证券股份有限公司深圳分公司 | 1431.35 | 811.19 | | 买三 | ...

证券代码：873305 证券简称:九菱科技 公告编号：2025-044 荆州九菱科技股份有限公司股票交易异常波动公告 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、股票交易异常波动的具体情况 公司股票最近 2 个有成交的交易日（2025 年 6 月 10 日至 2025 年 6 月 11 日）以内收盘 价涨幅偏离值累计达到 42.45%，根据《北京证券交易所交易规则（试行） 电话询问、口头询问、微信询问等方式。 前期公告的事项不存在需要更正、补充之处,未发现可能或已经对本公司股票交易价格 产生较大影响的媒体报道或市场传闻，不涉及热点概念事项；近期公司经营情况及内外部经 营环境未发生重大变化；公司、控股股东和实际控制人不存在关于本公司的应披露而未披露 的重大事项，或处于筹划阶段的重大事项；不存在其他可能对股价产生较大影响的重大事件。 三、是否存在应披露而未披露的重大信息的声明 本公司董事会确认，本公司没有任何根据《北京证券交易所股票上市规则》等有关规定 应披露而未披露的事项或与该事项有关的筹划、商谈、 ...

证券代码：873305 证券简称:九菱科技 公告编号：2025-044 荆州九菱科技股份有限公司股票交易异常波动公告 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、股票交易异常波动的具体情况 公司股票最近 2 个有成交的交易日（2025 年 6 月 10 日至 2025 年 6 月 11 日）以内收盘 价涨幅偏离值累计达到 42.45%，根据《北京证券交易所交易规则（试行）》的有关规定，属 于股票交易异常波动情形。 二、公司关注并核实的相关情况 1、 核实对象： 公司控股股东、实际控制人及一致行动人，持股 5%以上股东，在任的董事、监事及高 级管理人员。 2、 核实方式： 电话询问、口头询问、微信询问等方式。 3、 核实结论： 前期公告的事项不存在需要更正、补充之处,未发现可能或已经对本公司股票交易价格 产生较大影响的媒体报道或市场传闻，不涉及热点概念事项；近期公司经营情况及内外部经 营环境未发生重大变化；公司、控股股东和实际控制人不存在关于本公司的应披露而未披露 的重大事项，或处于筹划阶段的重大事 ...

说明会预告公告 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、 说明会类型 为进一步加强与投资者的互动交流，做好市值管理工作，荆州九菱科技股份 有限公司（以下简称"公司"）将参加由湖北证监局指导，湖北省上市公司协会 与深圳市全景网络有限公司联合举办的"湖北辖区上市公司 2025 年投资者集体 接待日活动"，现将相关事项公告如下： 二、 说明会召开的时间、地点 （一）会议召开时间：2025 年 6 月 12 日(星期四)14:00-16:40。 证券代码：873305 证券简称：九菱科技 公告编号：2025-043 荆州九菱科技股份有限公司 关于参加湖北辖区上市公司 2025 年投资者网上集体接待日 公司董事长：徐洪林先生 公司董事、董事会秘书：张青先生 公司董事、财务负责人：陈明先生 四、 投资者参加方式 本次说明会采用网络方式召开。 投资者可登录"全景路演"网站（https://rs.p5w.net/）或关注微信公众号：全景 财经，或下载全景路演 APP，参与本次互动交流，活动时间为 2025 ...

Market Overview - The A-share market experienced a collective adjustment, with the Shanghai Composite Index down 0.44%, the Shenzhen Component down 0.86%, and the ChiNext Index down 1.17% [1] - The total market turnover was approximately 1.45 trillion yuan, an increase of 138.6 billion yuan compared to the previous trading day [1] Port and Shipping Sector - The port and shipping sector saw significant gains, with stocks like China National Offshore Oil Corporation and Hainan Airlines Technology hitting the daily limit [8] - Key stocks in this sector included: - China National Offshore Oil Corporation: 13.02, up 29.94% - Hainan Airlines Technology: 3.70, up 10.12% [9][10] Rare Earth Permanent Magnet Sector - The rare earth permanent magnet sector experienced a strong rally, with Zhongke Magnetic Materials surging to a daily limit within 2 minutes [2] - Key performers in this sector included: - Zhongke Magnetic Materials: 55.02, up 20.00% - Keheng Co.: 18.86, up 19.97% - Beikong Technology: 20.68, up 10.00% [3][6] - Over the past six trading days, the sector has cumulatively increased by 9.02% [2] Company Performance - Zhongke Magnetic Materials reported a revenue of 154 million yuan in Q1 2025, a year-on-year increase of 35.09%, and a net profit of 13.44 million yuan, up 232.27% year-on-year [6] - The company specializes in the production of sintered NdFeB permanent magnet materials and ferrite magnets, ranking among the top tier in the industry [5]

九菱科技（873305）今日上涨18.77%，全天换手率24.97%，成交额4.93亿元，振幅20.22%。龙虎榜数据 显示，营业部席位合计净卖出991.24万元。 具体来看，今日上榜营业部中，第一大买入营业部为国信证券股份有限公司深圳红岭中路证券营业部， 买入金额为856.81万元，第一大卖出营业部为信达证券股份有限公司泉州丰泽街营业部，卖出金额为 1051.87万元。（数据宝） 九菱科技6月9日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 国信证券股份有限公司深圳红岭中路证券营业部 | 856.81 | 628.74 | | 买二 | 东方财富证券股份有限公司拉萨东环路第二证券营业部 | 763.21 | 499.63 | | 买三 | 国金证券股份有限公司深圳分公司 | 632.86 | 221.17 | | 买四 | 东方财富证券股份有限公司拉萨金融城南环路证券营业 部 | 563.21 | 158.49 | | 买五 | 东方财富证券股份有限公司拉萨团结路第一证 ...

Group 1 - The rare earth sector experienced significant gains on September 9, with companies like Jiuling Technology rising over 16% and Zhongke Magnetic Industry increasing nearly 14% [1] - The Ministry of Commerce of China indicated a growing demand for medium and heavy rare earths in civilian applications due to the development of industries such as robotics and new energy vehicles [1] - China has approved a certain number of compliant export license applications for rare earths and aims to strengthen communication regarding export controls to facilitate compliant trade [1] Group 2 - According to Founder Securities, the rare earth industry is showing signs of supply-demand improvement due to factors such as tightening supply, reform of indicator systems, and stable overall demand from downstream sectors [1] - The introduction of export control policies for medium and heavy rare earths in April led to a supply-demand imbalance in overseas markets, causing a surge in rare earth prices [1] - With the gradual easing of these control policies since mid-May, there is potential for aggressive restocking in overseas markets, which may lead to a convergence of price differences between domestic and international markets for medium and heavy rare earths [1] Group 3 - Future attention should be paid to the issuance of rare earth quotas in China this year and the demand situation overseas as export controls on medium and heavy rare earths ease [2] - It is expected that rare earth prices may continue to rise moderately, benefiting the profitability recovery of related equity sectors [2] - Investment opportunities are suggested in companies such as Guangsheng Youse, Northern Rare Earth, Shenghe Resources, China Rare Earth, Zhenghai Magnetic Materials, Ningbo Yunsheng, and Jinli Permanent Magnet [2]

Core Viewpoint - The A-share market showed overall strength on June 4, with the rare earth permanent magnet concept leading the gains [1][5][6]. A-share Market Performance - The A-share market experienced a significant rise, with the Shanghai Composite Index up by 0.43%, the Shenzhen Component Index up by 0.91%, and the ChiNext Index up by 1.22% at midday [5]. - Nearly 4,000 stocks in the market saw an increase [5]. - Key sectors such as comprehensive, communication, non-ferrous metals, and social services all recorded gains exceeding 1% [6]. Rare Earth Permanent Magnet Sector - The rare earth permanent magnet sector was notably strong, with companies like Keheng Co. hitting the daily limit with a 20.02% increase, and Jiuling Technology seeing a peak increase of over 11% [6][7]. - Other companies in this sector, such as Guangsheng Nonferrous and Zhongke Magnetic, also experienced significant gains [6]. Hong Kong Market Performance - The Hong Kong market also showed strength, with the Hang Seng Index constituents like CSPC Pharmaceutical Group and China Biologic Products leading with gains exceeding 5% [2][14]. - China General Nuclear Power Corporation saw a dramatic rise, with its stock price increasing by over 30% during trading [3][15]. Market Volatility and Stock Movements - Several stocks in the A-share market experienced consecutive trading halts, indicating high volatility [9]. - Companies like Gongchuang Turf and Zhongheng Design reported significant price fluctuations, with Gongchuang Turf's stock price deviating by 20% over two consecutive trading days [10][11]. International Context - Concerns were raised regarding China's rare earth exports potentially causing shortages in the automotive industry in Europe, the U.S., and India, prompting questions about possible export policy adjustments [8].