Group 1 - China Shipbuilding Defense expects a net profit of 940 million to 1.12 billion yuan for 2025, an increase of 149.61% to 196.88% year-on-year [1] - China First Heavy Industries has only undertaken a small number of related accessory projects and has not generated revenue from them [2] - Huanyu Electronics plans to invest 30 million yuan in a private equity fund focused on AI and emerging industries [3] Group 2 - Zhixiang Jintai's GR1803 injection has been included in the priority review list by the National Medical Products Administration [4] - JianKai Technology's shareholder plans to reduce holdings by up to 3% of the company's shares [5] - Debon Holdings will continue to suspend trading from January 12 due to significant matters being planned [6] Group 3 - South Network Technology's shareholder intends to transfer 847.05 million shares, accounting for 1.50% of the total share capital [7] - Hengrui Medicine has received approval for clinical trials of four drugs [8] - Daotong Technology expects a net profit of 900 million to 930 million yuan for 2025, a year-on-year increase of 40.42% to 45.10% [10] Group 4 - Betta Pharmaceuticals has invested 50 million yuan to acquire a 20% stake in Hangzhou Zhixing Pharmaceutical [11] - Tianyu Biology reported a 10.38% year-on-year decline in cumulative sales revenue for 2025 [12] - Lifang Pharmaceutical's subsidiary has obtained a drug registration certificate for a pain relief product [13] Group 5 - R&F Properties reported a total sales revenue of approximately 14.21 billion yuan for 2025 [14] - Wanfu Biology expects a net profit decline of 87.71% to 91.81% for 2025 [15] - Dazhi expects a negative net profit for 2025 [16] Group 6 - Dongzhu Ecology is negotiating to terminate the acquisition of control over a satellite communication company [17] - Baotai has received a milestone payment of 10 million USD from Hikma Pharmaceuticals [18] - Huace Navigation expects a net profit of 670 million to 690 million yuan for 2025, a year-on-year increase of 14.84% to 18.27% [19] Group 7 - Shenzhen Gas reported a net profit decline of 3.45% for 2025 [20] - Baogang Co. plans to adjust the price of rare earth concentrate for Q1 2026 to 26,834 yuan per ton [21] - Jiuding Investment expects to report a loss for 2025 [22] Group 8 - Shanghai Pharmaceuticals has received a drug registration certificate for a treatment for myasthenia gravis [23] - Hualan Biological plans to acquire a 35% stake in Guangfeng Capsule [24] - Ruina Intelligent plans to invest 169.9 million yuan in a new R&D production base for heat pumps [25] Group 9 - Wantong Development expects to report a loss for 2025 [26] - Xianghe Industrial has completed the purchase of a 5% stake in Hezhixiang Technology [27] - Guangkang Biochemical received a warning letter from the Guangdong Securities Regulatory Commission [28] Group 10 - Xiaoming Co. reported a 37.07% year-on-year decline in chicken product sales revenue for December 2025 [29] - Luokai Co. won a procurement project from State Grid Fujian Power worth approximately 48.2 million yuan [30] - Minhe Co. reported a 65.22% year-on-year increase in the sales of commodity chick seedlings for December 2025 [31] Group 11 - Zhenghai Biological has obtained a registration certificate for calcium silicate bio-ceramic materials [32] - Three Gorges Energy reported a 5.99% year-on-year increase in cumulative total power generation for 2025 [33] - Huisheng Biological expects a net profit of 235 million to 271 million yuan for 2025 [34] Group 12 - Maihe Co. announced the release of the detention measures against its chairman [35] - Wandong's Alzheimer's project has been included in a national major special project for innovative drug development [36] - Kangxin New Materials plans to transfer forest land assets with a book value of 1.203 billion yuan [37] Group 13 - Greenland Holdings expects a net loss of 16 billion to 19 billion yuan for 2025 [39] - Zhongxin Fluorine Materials has obtained a pesticide production license [40]

Core Viewpoint - Baotou Steel and Northern Rare Earth have announced an increase in the associated transaction price of rare earth concentrate for the first quarter of 2026 to 26,834 yuan/ton (excluding tax, REO=50%) [1][2]. Group 1: Price Adjustment Announcement - Baotou Steel's announcement states that the price adjustment mechanism for rare earth concentrate was approved at the 2022 annual shareholders' meeting, with the new price set at 26,834 yuan/ton for Q1 2026 [1]. - Northern Rare Earth also confirmed the same price adjustment based on its pricing method and calculations approved in its management meeting [1][2]. - The price for Q4 2025 was previously set at 26,205 yuan/ton, indicating a quarter-on-quarter increase of 2.4% [1]. Group 2: Pricing Mechanism - The unified pricing adjustment mechanism between Northern Rare Earth and Baotou Steel began on April 1, 2023, allowing for quarterly price adjustments based on a fixed pricing formula [2]. - The agreement stipulates that the management will calculate and adjust the prices in the first week of each quarter, followed by the signing of new supply contracts or supplementary agreements [2]. Group 3: Historical Price Trends - Since Q4 2024, the price of rare earth concentrate has seen a continuous increase for six consecutive quarters, recovering from a significant drop of 46.05% from a high of 31,030 yuan/ton in Q2 2023 to 16,741 yuan/ton in Q3 2024 [3][5]. - The price fluctuations indicate a recovery trend starting from Q4 2024, with the current price reflecting a significant rebound from previous lows [5].

Group 1 - The company Baotou Steel Rare Earth (600010.SH) announced an adjustment to the pricing mechanism for rare earth concentrate based on the resolution passed at the 2022 annual shareholders' meeting [1] - The adjusted price for the first quarter of 2026 is set at 26,834 yuan per ton (excluding tax, dry weight, REO=50%) [1] - For every 1% increase or decrease in REO, the price will adjust by 536.68 yuan per ton [1]

智通财经APP讯，包钢股份(600010.SH)发布公告，根据公司2022年年度股东大会审议通过的稀土精矿 价格调整机制及计算公式，公司拟将2026年第一季度稀土精矿关联交易价格调整为不含税26834元/吨 (干量，REO=50%)，REO每增减1%、不含税价格增减536.68元/吨。 ...

证券之星消息，1月9日普钢板块较上一交易日上涨0.08%，包钢股份领涨。当日上证指数报收于 4120.43，上涨0.92%。深证成指报收于14120.15，上涨1.15%。普钢板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600010 | 包钢股份 | 2.60 | 2.77% | 900.16万 | 23.20亿 | | 600126 | 杭钢股份 | 8.73 | 2.46% | 68.75万 | 5.98亿 | | 600282 | 南钢股份 | 5.52 | 1.28% | 95.53万 | 5.36亿 | | 603878 | 武进不锈 | 8.85 | 1.14% | 54.19万 | 4.77亿 | | 600569 | 安阳钢铁 | 2.37 | 0.42% | 29.90万 | 7077.80万 | | 000778 | 新兴铸管 | 4.25 | 0.24% | 63.68万 | 2.71亿 | | 601686 | 友发集团 | 6.37 | 0.1 ...

将 2026 年第一季度稀土精矿关联交易价格调整为不含税 26834 元/吨（干 量，REO=50%），REO 每增减 1%、不含税价格增减 536.68 元/吨。 | 股票代码：600010 | 股票简称：包钢股份 | 编号：（临）2025-088 | | --- | --- | --- | | 债券代码：175793 | 债券简称：GC钢联01 | | 内蒙古包钢钢联股份有限公司 ●根据内蒙古包钢钢联股份有限公司（以下简称"公司"）2022 年 年度股东大会审议通过的稀土精矿价格调整机制及计算公式，公司拟将 2026 年第一季度稀土精矿关联交易价格调整为不含税 26834 元/吨（干量， REO=50%）。 公司 2022 年年度股东大会审议通过了《关于稀土精矿日常关联交易 定价机制及 2023 年度交易预计的议案》，明确了公司与中国北方稀土（集 团）高科技股份有限公司（以下简称"北方稀土"）稀土精矿日常关联交 易的定价方法及价格调整机制，定价方法包括了计算公式、参数取值以及 各变量的说明等。双方约定，自 2023 年 4 月 1 日起，在定价计算公式不 变的情况下，每季度首月上旬，公司经理层根据定价公式 ...

人民财讯1月9日电，包钢股份（600010）1月9日公告，根据公司2022年年度股东大会审议通过的稀土精 矿价格调整机制及计算公式，公司拟将2026年第一季度稀土精矿关联交易价格调整为不含税26834元/吨 (干量，REO=50%)。 ...

转自：草原云 检查现场，执法人员详细调阅企业污染防治设施的运行记录、日常维护台账、检修报告等资料，实地核 查了设施关键运行参数设置与实际运行状况，核验污染物排放监测数据。同时，检查组还仔细审查了企 业突发环境事件应急预案的规范性、实用性和更新备案情况，实地清点核查了应急物资储备的种类、数 量及完好状态，评估企业定期开展应急演练的实际效果与应急响应能力。 1月8日，记者从内蒙古自治区生态环境厅获悉，包头市生态环境局昆都仑区分局聚焦重点区域、重点行 业，连日来组织精干执法力量，深入包钢（集团）公司所属厂区，对包钢西创铁鑫磁材科技有限公司、 包钢集团电气有限公司开展了生态环境领域安全生产专项检查行动。 执法人员现场询问安全生产情况。 内蒙古日报·草原云记者：帅政 检查过程中，执法人员与企业负责人、企业环保管理人员进行了深入交流，要求企业将生态环境安全与 生产安全紧密融合，结合自身生产工艺特点与环境风险特征，进一步细化、优化风险防范措施与管控流 程，做到安全部署周密到位、防范措施扎实到位、责任分解落实到位、风险预警防控到位"四到位"的闭 环管理。 ...

Core Viewpoint - Baosteel Co., Ltd. has shown a significant increase in stock price and trading activity, indicating positive market sentiment and potential investment opportunities [1][2]. Group 1: Stock Performance - As of January 9, Baosteel's stock price increased by 2.37%, reaching 2.59 CNY per share, with a trading volume of 5.87 billion CNY and a turnover rate of 0.73%, resulting in a total market capitalization of 117.298 billion CNY [1]. - Year-to-date, Baosteel's stock price has risen by 8.82%, with a similar increase over the last five trading days. However, it has seen a decline of 6.50% over the past 60 days [2]. Group 2: Financial Performance - For the period from January to September 2025, Baosteel reported an operating revenue of 48.08 billion CNY, a year-on-year decrease of 3.58%. In contrast, the net profit attributable to shareholders increased by 145.03% to 233 million CNY [2]. Group 3: Shareholder Information - As of September 30, 2025, Baosteel's total number of shareholders was 869,100, a decrease of 2.65% from the previous period. The average number of circulating shares per shareholder increased by 2.73% to 36,105 shares [2]. - The top shareholders include China Securities Finance Corporation with 767 million shares, and Hong Kong Central Clearing Limited, which reduced its holdings by 574 million shares [3].

Group 1 - The core viewpoint of the article highlights the significant progress made in the Inner Mongolia capital market during the "14th Five-Year Plan" period, with a focus on enhancing the service efficiency of the capital market and supporting the transformation of the regional economy [1][9] - Inner Mongolia added 12 new listed companies during the "14th Five-Year Plan," with the total market capitalization of A-share listed companies exceeding 1 trillion yuan, marking a 68% increase since the end of 2020 [2][3] - The region has established a multi-tiered enterprise listing cultivation system, with 112 companies in the listing reserve pool and 9 companies signing cultivation agreements, focusing on specialized and innovative enterprises [2][3] Group 2 - The quality and market value of listed companies in Inner Mongolia have improved, with significant developments in industrial clusters and resource optimization through mergers and acquisitions [3][4] - Inner Mongolia's listed companies distributed approximately 930.26 billion yuan in cash dividends, doubling the amount from the previous five-year period, indicating enhanced investor returns [4] - The region's capital market has developed a multi-faceted financial system that integrates stocks, bonds, funds, and futures, supporting the new ecological model of industry-finance integration [6][9] Group 3 - The Inner Mongolia Securities Regulatory Bureau has implemented strict regulatory measures to ensure market stability, including the smooth delisting of underperforming companies and increased scrutiny of financial misconduct [8] - The region has successfully launched various financial instruments, including the first public REITs in the northwest, which provide a market-based model for energy companies to optimize their assets [6][7] - Looking ahead to the "15th Five-Year Plan," the focus will be on cultivating new productive forces and enhancing the collaborative efficiency of the capital market to support key industries such as new energy and rare earth materials [9]