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2000亿稀土龙头北方稀土收警示函!年内涨幅超170%
截至13日收盘,北方稀土股价涨停,总市值达2087亿元,年内涨幅超过170%。 事实上,估值超过百倍的稀土股亦不罕见。 10月13日,稀土板块涨幅达9.49%,位列所有热门概念板块首位,除了北方稀土,涨停的还有包钢股份(600010)、中国稀土 (000831)等多只成分股。 有卖方机构表示,"需求端稀土传统旺季渐行渐近,供需格局或持续向好,稀土价格或稳中有进,持续推荐稀土产业链战略配 置价值。" 反超2021年周期高点 与火热的二级市场相比,稀土行业层面表现相对理性。 根据SMM调研,10月13日,从稀土精矿、稀土氧化物、稀土金属到钕铁硼毛坯等多稀土产品出现下行,仅氧化镝1价格因头部 企业的采购活动增多而出现小幅上调。 10月13日晚,北方稀土(600111)公告称,公司收到内蒙古证监局下发的警示函。警示函指出,公司涉895万元资金占用未按 规定披露,内蒙古证监局决定对公司采取出具警示函的监管措施,并记入证券期货市场诚信档案。 就上述几家企业经营趋势来看,虽然今年整体迎来业绩拐点,但受自身营收结构、业务模式等因素影响,盈利弹性较为一般。 比如包钢股份,公司拥有全球最大的稀土原料基地,以及每年45万吨稀土精矿 ...
早报美联储发声,美股全线反弹、国际金银价格飙升;中方对美船舶收取特别港务费,今起正式施行
Sou Hu Cai Jing· 2025-10-13 23:24
| | | | 10月14日 交易提示 | | | | | --- | --- | --- | --- | --- | --- | --- | | 项目 | 代码简称 | 发行价 市盈率 | 参考行业 市盈率 | 参考行业 | 总市值 | 主营 | | 新股申购 | 不元生物 688765 | 29. 06 | 32. 08 | 医药制造业 | 77.89亿 | 公司是一家创新型生物 医药企业,拥有全球领 先的植物生物反应益技 术平台。 | 宏观新闻 1、外交部发言人林剑主持10月13日例行记者会。有记者提问称,近日有媒体报道,巴基斯坦利用中国设备和技术向美国出口稀土,触发了 中国出台严格管控稀土相关技术出口的新规。林剑强调,中方日前发布的关于稀土等相关物项的出口管制措施,与巴基斯坦没有任何关 联,这是中国政府依据法律法规完善自身出口管制体系的正当做法。 2、交通运输部发布《对美船舶收取船舶特别港务费实施办法》。《办法》共十条,自今日起施行,主要包括制定依据、收取范围、收取标 准、收取主体、缴费航次、缴费要求、信息核实、违规处理、动态调整、解释部门和施行时间等内容,进一步明确了由中国建造的船舶、 仅进入中国船 ...
【早报】美联储发声,美股全线反弹、国际金银价格飙升;中方对美船舶收取特别港务费,今起正式施行
财联社· 2025-10-13 23:10
Macro News - The Chinese Ministry of Foreign Affairs clarified that recent export control measures on rare earths are unrelated to Pakistan's use of Chinese technology for exports to the U.S. [1] - The Ministry of Transport has implemented a new regulation regarding special port fees for U.S. vessels, detailing exemptions for certain ships [1][4] - The Dutch government is set to impose restrictions on Nexperia, a subsidiary of Wingtech Technology, prompting a response from China against discriminatory practices [1][4] Industry News - Domestic gasoline and diesel prices have been reduced by 70 yuan and 75 yuan per ton, respectively, effective from October 13 [3] - The price of rare earth concentrate has been adjusted to 26,200 yuan per ton for Q4 2025, reflecting a 37% increase from Q3 2025, marking the highest price since Q2 2023 [9] - The lithium battery materials market is experiencing significant price increases, with lithium hexafluorophosphate rising by 29% since June, indicating a tightening supply-demand balance [10] Company News - Northern Rare Earth announced it received a warning letter from the Inner Mongolia Securities Regulatory Bureau for failing to disclose non-operating fund occupation by related parties [5] - Xinhua Insurance expects a net profit increase of 45%-65% year-on-year for the first three quarters [5] - Jucheng Technology reported a net profit increase of 113% year-on-year for the first three quarters, driven by growth in AI processing chip sales [5]
中国北方稀土(集团)高科技股份有限公司关于收到内蒙古证监局警示函的公告
登录新浪财经APP 搜索【信披】查看更多考评等级 按照《上市公司信息披露管理办法》(证监会令第182号)第五十二条第三项和《上市公司监管指引第8 号一一上市公司资金往来、对外担保的监管要求》(证监会公告〔2022〕26号)第二十三条的规定,我 局决定对你公司采取出具警示函的监管措施,并记入证券期货市场诚信档案。你公司应当高度重视上述 问题,切实提高信息披露质量,于收到本决定书之日起30日内向我局报送书面报告。 如果对本监督管理措施不服,可以在收到本决定书之日起60日内向中国证券监督管理委员会提出行政复 议申请,也可以在收到本决定书之日起6个月内向有管辖权的人民法院提起诉讼。复议与诉讼期间,上 述监督管理措施不停止执行。" 证券代码:600111证券简称:北方稀土 公告编号:2025一053 中国北方稀土(集团)高科技股份有限公司关于收到内蒙古证监局警示函的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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法律责任。 2025年10月13日,中国北方稀土(集团)高科技股份有限公司(以下简称公司)收到中国证券监督管理 委员会内蒙古监管局( ...
稀土供需两端共振 十只概念股获机构高频关注
Zheng Quan Shi Bao· 2025-10-13 18:20
Core Viewpoint - The rare earth permanent magnet sector is experiencing a surge in stock prices, driven by price increases from leading companies and favorable market conditions [1][2][3] Price Adjustments - Two major rare earth companies, Baogang Co. and Northern Rare Earth, announced a price increase for rare earth concentrate to 26,205 yuan/ton (excluding tax) for Q4 2025, marking a 37% increase from the previous quarter [2] - This marks the fifth consecutive price increase for rare earth concentrate, with previous prices recorded at 17,782 yuan/ton, 18,618 yuan/ton, 18,825 yuan/ton, and 19,109 yuan/ton, reflecting increases of 6.2%, 4.7%, 1.1%, and 1.5% respectively [2] Supply and Demand Dynamics - The Ministry of Commerce and the General Administration of Customs announced new export controls on rare earth items, enhancing China's strategic control over the industry [3] - The demand for key elements like praseodymium and neodymium is rising due to global green transitions and carbon neutrality goals, driving growth in applications such as permanent magnet materials [3] - The rare earth permanent magnet industry encompasses upstream mining and processing, midstream material preparation, and downstream applications in sectors like electric vehicles, wind power, consumer electronics, and military [3] Market Performance - Rare earth permanent magnet concept stocks have seen an average increase of 76.35% year-to-date as of October 13 [4] - Northern Rare Earth leads with a 172.39% increase, and the company expects a net profit of 1.51 billion to 1.57 billion yuan for the first three quarters of 2025, a year-on-year growth of 272.54% to 287.34% [4] - Other companies like Jinli Permanent Magnet and Youyan New Materials also project significant profit increases for the same period, with Jinli expecting a net profit of 505 million to 550 million yuan, reflecting a growth of 157% to 179% [5] Institutional Interest - Several rare earth stocks have attracted institutional interest, with Northern Rare Earth receiving the most attention, being surveyed 40 times this year [5]
“A股太强了”冲上热搜!超级赛道大爆发,批量涨停
Sou Hu Cai Jing· 2025-10-13 16:47
10月13日,市场全天震荡回升,三大指数低开高走,科创50指数低开近3%,午后翻红大涨逾1%,上证指数尾盘一度接近平盘。 截至收盘,上证指数跌0.19%,深证成指跌0.93%,创业板指跌1.11%。市场全天成交额超2.37万亿元,较上一个交易日缩量1599亿元。 板块方面,稀土永磁板块持续走强,银河磁体、中国稀土、北方稀土等多股涨停。芯片产业链也掀起涨停潮,新莱应材、凯美特气、至纯科技等10余股涨 停。有色金属板块再度活跃,中国瑞林、西部黄金3天2板。汽车零部件、游戏等板块跌幅居前。 值得注意的是,上纬新材、闻泰科技今日开盘即封跌停,盘中未开板。 港股方面,耀才证券金融大涨超34%,金山软件涨近14%,华虹半导体涨约8%;哔哩哔哩、小米集团、药明康德等跌超5%。 稀土板块爆发 半导体板块反弹 上周五大幅回调的半导体板块午后反弹走高,路维光电、华虹公司双双20%涨停,灿芯股份逼近涨停续创历史新高,中芯国际、佰维存储涨近7%。 消息面上,中信建投证券指出,美国目前尚未明确将实施出口管制的关键软件类型,参考其对俄罗斯的相关制裁,基础软件中的数据库、操作系统、中间 件,应用软件中的办公软件、安全软件,以及各类工业软件 ...
外部冲击下市场波动加剧
Tebon Securities· 2025-10-13 15:29
Market Analysis - The A-share market experienced significant fluctuations due to external uncertainties, particularly following the announcement of a 100% tariff on all imports from China by the U.S. starting November 1, 2025. The Shanghai Composite Index closed at 3889.50, down 0.19%, while the ChiNext Index fell by 1.11%. The Sci-Tech 50 Index, however, rose by 1.40% [7][8]. - The market showed a clear adjustment with a total of 1682 stocks rising and 3628 falling, with a total trading volume of 2.37 trillion, a decrease of approximately 6.3% from the previous trading day [7][8]. - Resource sectors and self-sufficiency stocks led the market, driven by a 37% increase in rare earth prices and export control policies. Precious metals also saw gains due to their safe-haven status amid U.S.-China tensions [8][11]. Bond Market - The bond market saw an overall increase, with government bond futures rising across the board. The 30-year main contract increased by 0.37%, while the 10-year, 5-year, and 2-year contracts rose by 0.10%, 0.03%, and 0.02% respectively [10]. - The interbank market maintained a loose funding environment, with the central bank conducting a 137.8 billion yuan reverse repurchase operation at an interest rate of 1.40%, resulting in a net injection of 137.8 billion yuan [10][11]. - The rise in long-term government bonds was primarily driven by increased risk aversion and a stable funding environment, with expectations of continued fluctuations in the bond market [10][11]. Commodity Market - Precious metals continued to lead the commodity market, with gold and silver prices reaching new highs. Gold futures rose by 1.99%, while silver increased by 2.84% [11]. - The rise in precious metals was attributed to heightened global economic uncertainty due to U.S.-China trade tensions, leading to increased demand for gold as a safe-haven asset [11]. - The pork market continued to decline, with futures prices hitting a new low of 11,125 yuan per ton, driven by seasonal demand drops and supply chain issues [11]. Trading Hotspots - Key trading opportunities identified include precious metals, artificial intelligence, nuclear fusion, domestic chips, robotics, and consumer sectors, driven by factors such as central bank policies, geopolitical risks, and domestic economic recovery [12][13]. - The report emphasizes the importance of monitoring developments in U.S. Federal Reserve interest rate decisions and domestic economic stimulus measures as critical factors influencing market trends [12][13]. Core Insights - Despite short-term volatility due to external shocks, core indices are expected to maintain an upward trajectory, supported by China's increasing core competitiveness amid U.S.-China tensions [13]. - The bond market is anticipated to remain in a state of recovery, bolstered by a loose funding environment and global liquidity trends [13]. - Commodity prices, particularly for precious metals, are expected to continue their strong performance, driven by both safe-haven demand and favorable monetary policies [13].
上市公司动态 | 盐湖股份前三季度净利预增36.89%-49.62%,领益智造前三季度净利同比预增34%-50%,北方稀土收到内蒙古证监局警示函
Sou Hu Cai Jing· 2025-10-13 15:16
Group 1 - Salt Lake Co. expects net profit for the first three quarters of 2025 to be between 4.3 billion and 4.7 billion yuan, representing a year-on-year increase of 36.89% to 49.62% [1][2] - The increase in profit is attributed to the rise in potassium chloride prices compared to the previous year, which boosted profitability in that segment [1] - Lithium carbonate market prices have seen a downward adjustment, but overall performance remains positive compared to the previous year [1] Group 2 - Lingyi Technology anticipates net profit for the first three quarters of 2025 to be between 1.89 billion and 2.12 billion yuan, reflecting a growth of 34.10% to 50.42% year-on-year [4][5] - The growth is driven by the launch of new AI terminal products and increased production capacity [5] Group 3 - Xinhua Insurance projects net profit for the first three quarters of 2025 to be between 29.986 billion and 34.122 billion yuan, an increase of 45% to 65% year-on-year [7] - The growth is attributed to improved asset allocation and a favorable capital market environment, leading to significant investment income [7] Group 4 - Sanmei Co. expects net profit for the first three quarters of 2025 to be between 1.524 billion and 1.646 billion yuan, indicating a year-on-year increase of 171.73% to 193.46% [22] - The increase is driven by the reduction in production quotas for certain refrigerants and rising market prices [22] Group 5 - Flying Technology anticipates net profit for the first three quarters of 2025 to be between 275 million and 300 million yuan, representing a growth of 110.80% to 129.96% year-on-year [24] - The growth is supported by increased investment in cutting-edge fields and a recovery in consumer electronics demand [24] Group 6 - Northern Rare Earth received a warning letter from the Inner Mongolia Securities Regulatory Bureau for failing to disclose related party non-operating fund occupation [6] - The company incurred costs related to employee salaries and benefits post-acquisition, which were not disclosed as required [6] Group 7 - Gansu Energy expects net profit for the first three quarters of 2025 to be between 1.55 billion and 1.6 billion yuan, reflecting a year-on-year increase of 11.86% to 15.47% [29] - The increase is attributed to a decrease in power generation costs compared to the previous year [29] Group 8 - Dongfang Tower anticipates net profit for the first three quarters of 2025 to be between 750 million and 900 million yuan, indicating a growth of 60.83% to 93% year-on-year [30] - The growth is driven by stable production in potassium chloride and rising market prices [30]
北方稀土,收警示函!
券商中国· 2025-10-13 15:15
Core Viewpoint - North Rare Earth (600111) has received a warning letter from the Inner Mongolia Securities Regulatory Bureau due to non-compliance with information disclosure regulations related to non-operating fund occupation by related parties [3][5]. Financial Performance - North Rare Earth expects a net profit attributable to shareholders of the parent company to be between 1.51 billion to 1.57 billion yuan for the first three quarters of 2025, representing a year-on-year increase of 272.54% to 287.34% [6]. - The company anticipates a net profit of 1.33 billion to 1.39 billion yuan after deducting non-recurring gains and losses, which indicates a year-on-year increase of 399.90% to 422.46% [6]. Regulatory Actions - The warning letter was issued due to the company's failure to disclose information regarding the total of 8.9485 million yuan in wages and benefits paid to a related party, which constitutes non-operating fund occupation [5]. - North Rare Earth has acknowledged the issues raised in the warning letter and committed to improving internal management and compliance with relevant regulations [5][6]. Market Reaction - On October 13, 2025, North Rare Earth shares hit the daily limit, closing at 57.73 yuan per share, an increase of 5.25 yuan, or 10% [7].
北方稀土被内蒙古证监局出具警示函;依依股份筹划购买宠物食品公司股权|公告精选
Mei Ri Jing Ji Xin Wen· 2025-10-13 14:51
每经记者|范芊芊 每经编辑|金冥羽 张益铭 并购重组 美芝股份:拟公开挂牌转让广东英聚建筑工程有限公司51%股权 美芝股份公告称,公司为优化资源配置,拟通过在广东联合产权交易中心公开挂牌的方式转让公司所持有的广东英聚建筑工程有限公司51%股权,挂牌价 格不低于102万元。 依依股份:筹划购买宠物食品公司股权 依依股份公告称,公司正在筹划发行股份及支付现金购买资产并募集配套资金事项,交易标的为杭州高爷家有好多猫宠物食品有限责任公司,公司股票自 14日开市时起开始停牌。 增减持 腾亚精工:实际控制人之一致行动人计划减持不超过3%公司股份 腾亚精工公告称,公司实际控制人之一致行动人南京运航计划自公告披露之日起15个交易日后的3个月内以集中竞价方式和/或大宗交易方式减持公司股份 424.18万股,占公司总股本比例2.99%,占剔除公司回购专用账户股份后总股本比例3.00%。 海南华铁:控股股东海控产投计划6个月内增持1亿元~2亿元 海南华铁公告称,控股股东海控产投计划自2025年10月14日起6个月内,以自有及自筹资金通过上海证券交易所交易系统允许的方式增持公司股份,合计 拟增持金额不低于1亿元(含)且不超过2亿元( ...