关于召开 2025 年半年度业绩说明会的公告 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、准确性和完整性依法承担法律责任。 证券代码：600111 证券简称：北方稀土 公告编号：2025-046 中国北方稀土(集团)高科技股份有限公司 重要内容提示： ?会议召开时间：2025 年 8 月 29 日（星期五）上午 10:00～11:30 ?会议召开地点：上海证券交易所上证路演中心 （https://roadshow.sseinfo.com） ?会议召开方式：上证路演中心视频直播和网络互动 ?投资者可于 2025 年 8 月 22 日（星期五）至 2025 年 8 月 28 日 （星期四）16:00 前登录上证路演中心网站首页，点击"提问预征集" 栏目（https://roadshow.sseinfo.com/preCallQa），根据活动时间， 选中本次活动或通过公司邮箱（cnrezqb@126.com）向公司提问，公 司将在说明会上对投资者普遍关注的问题进行回答。 中国北方稀土（集团）高科技股份有限公司（以下简称公司）将 于 2025 年 8 月 27 ...

Trading Summary - The total trading volume of the Shanghai and Shenzhen Stock Connect today reached 309.77 billion, with Cambricon and Zhongji Xuchuang leading in trading volume for the Shanghai and Shenzhen stock connect respectively [1][2] - The top ten stocks by trading volume in the Shanghai Stock Connect included Cambricon (2.36 billion), Industrial Fulian (1.89 billion), and Northern Rare Earth (1.68 billion) [3][4] - In the Shenzhen Stock Connect, the top stocks were Zhongji Xuchuang (2.16 billion), Xinyi Technology (2.02 billion), and Dongfang Caifu (1.87 billion) [4] Sector Performance - The multi-financial sector saw the highest net inflow of funds, totaling 0.662 billion, with a net inflow rate of 4.80% [6] - Other sectors with notable inflows included steel and commercial retail, while the electronic sector experienced the largest outflow, with a net outflow of 17.09 billion [7] ETF Trading - The top ETF by trading volume was the Hong Kong Securities ETF, with a trading amount of 19.35 billion, followed by the Hong Kong Innovative Drug ETF at 7.00 billion [10][11] - The Sci-Tech 100 ETF (588190) saw a significant increase in trading volume, growing by 127% compared to the previous trading day [12] Futures Positioning - All four major index futures contracts saw a significant reduction in both long and short positions, with the short positions decreasing more than the long positions [13] Institutional Activity - Institutional buying was notable in stocks like Zhongdian Xilong (1.09 billion) and Chuangyitong (over 600 million), while significant selling occurred in stocks like Hengbao Shares (1.09 billion) and Chuanrun Shares (1.23 billion) [14][15] - The activity of first-tier speculative funds was moderate, with Northern Trust receiving over 2.5 billion in net buying from three first-tier speculative seats [16]

会议召开地点：上海证券交易所上证路演中心 （https://roadshow.sseinfo.com） 会议召开方式：上证路演中心视频直播和网络互动 投资者可于 2025 年 8 月 22 日（星期五）至 2025 年 8 月 28 日 （星期四）16:00 前登录上证路演中心网站首页，点击"提问预征集" 栏目（https://roadshow.sseinfo.com/preCallQa），根据活动时间， 选中本次活动或通过公司邮箱（cnrezqb@126.com）向公司提问，公 司将在说明会上对投资者普遍关注的问题进行回答。 证券代码：600111 证券简称：北方稀土 公告编号：2025-046 中国北方稀土(集团)高科技股份有限公司 关于召开 2025 年半年度业绩说明会的公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 会议召开时间：2025 年 8 月 29 日（星期五）上午 10:00～11:30 （一）会议召开时间：2025 年8 月29 日（星期五）上午10:00～11:30 （二）会议召 ...

| 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 可燃冰 | 3.12 | 稀土永磁 | -2.14 | | 数字货币 | 2.38 | 兵装重组概念 | -2.11 | | 跨境支付(CIPS) | 2.19 | 光刻机 | -2.11 | | 草甘膦 | 2.03 | PCB概念 | -2.10 | | 电子身份证 | 1.93 | 液冷服务器 | -2.06 | | 钛白粉概念 | 1.89 | PEEK材料 | -2.03 | | 移动支付 | 1.73 | 共封装光学(CPO) | -2.03 | | 丙烯酸 | 1.71 | 减速器 | -1.96 | | 财税数字化 | 1.40 | 汽车热管理 | -1.82 | | 信托概念 | 1.30 | 人形机器人 | -1.76 | 资金面上看，今日稀土永磁概念板块获主力资金净流出48.33亿元，其中，47股获主力资金净流出，12 股主力资金净流出超亿元，净流出资金居首的是北方稀土，今日主力资金净流出18.81亿元，净流出资 金居前的还有领益智造、金田股份、盛和资源等，主力资金 ...

Core Viewpoint - The rare earth permanent magnet sector experienced a decline of 2.14%, with significant losses in stocks such as Beifang Rare Earth and Jintian Co., while a few stocks like Hengdian East Magnetic and Huahong Technology saw gains [1][2]. Market Performance - The rare earth permanent magnet sector ranked among the top declines in concept sectors, with major stocks like Beifang Rare Earth and Jintian Co. hitting the daily limit down [1]. - The sector saw a net outflow of 4.833 billion yuan, with 47 stocks experiencing net outflows, and 12 stocks seeing outflows exceeding 100 million yuan [2]. Key Stocks - Major stocks with significant net outflows included Beifang Rare Earth (1.881 billion yuan), Lingyi Technology (762 million yuan), and Jintian Co. (618 million yuan) [2]. - Stocks with net inflows included Baogang Co. (405 million yuan), China Rare Earth (391 million yuan), and Hengdian East Magnetic (161 million yuan) [2]. Stock Performance - Among the stocks in the rare earth permanent magnet sector, Hengdian East Magnetic, Huahong Technology, and China Rare Earth had the highest gains, with increases of 4.99%, 3.84%, and 3.54% respectively [1][3]. - The overall trading volume and turnover rates for the sector indicated a high level of activity, with notable fluctuations in stock prices [2][3].

Market Overview - As of the market close on August 21, the Shanghai Composite Index rose by 0.13% to 3771.10, while the Shenzhen Component Index fell by 0.06% to 11919.76, and the ChiNext Index decreased by 0.47% to 2595.47 [3][4]. - The total trading volume in the Shanghai and Shenzhen markets reached 2.42 trillion yuan, marking the seventh consecutive trading day with volumes exceeding 2 trillion yuan [5]. Sector Performance - The market saw a mixed performance with over 3000 stocks declining. Notable sectors that performed well included combustible ice, digital currency, oil and gas extraction, trust concepts, and electricity [7]. - The digital currency sector was particularly strong, with stocks like Sanwei Xinan and Beixin Source hitting the daily limit of 20% increase, alongside multiple stocks such as Cuiwei Co., Zhongyou Capital, and Tianrongxin also reaching their daily limits [7]. Stock Highlights - ZTE Corporation's A-shares saw a trading volume exceeding 20 billion yuan, with the stock rising by 6.56% by the end of the trading day [8]. - In terms of capital flow, major inflows were observed in basic chemicals, computers, public utilities, and banking sectors, while mechanical equipment, electrical equipment, non-ferrous metals, and automotive sectors experienced net outflows [10]. Institutional Insights - Guodu Securities noted that the overall market remains in a trend of oscillating upward, with high trading activity and market sentiment. Investors are encouraged to actively participate in the market, focusing on large-cap stocks with performance, scale, and trends, particularly in sectors like computing hardware, semiconductor chips, and robotics [14]. - Huatai Securities highlighted that both volume and price in A-shares are rising, with trading activity remaining high without signs of overcrowding. Although foreign trading activity has increased, there has not yet been a net inflow trend from foreign institutional investors, which could be a significant factor for future market movements [14].

Group 1 - Rare earth concept stocks declined in the afternoon, with Wolong Electric Drive falling by 10%, Liying Intelligent Manufacturing dropping over 7%, and Northern Rare Earth and Shenghe Resources both down over 2% [1] - The ETFs tracking the CSI Rare Earth Industry Index also fell by more than 2%, with specific ETFs showing declines of 2.46%, 2.42%, 2.41%, and 2.35% respectively [2][2][2][2] - The CSI Rare Earth Industry Index includes listed companies involved in rare earth mining, processing, trading, and applications, reflecting the overall performance of the rare earth industry [2] Group 2 - Analysts indicate that under the ongoing push for "carbon neutrality," there is rapid growth in demand for high-end magnetic materials driven by sectors such as new energy vehicles, wind power generation, and energy-saving motors [2] - The recovery in traditional manufacturing demand and the accelerated deployment of humanoid robots are injecting growth momentum into rare earth demand [2]

Key Points - The main focus of the article is on the significant outflow of capital from specific stocks as of August 21, with the top 20 stocks experiencing the largest withdrawals [1][2] Group 1: Capital Outflow - The stock with the highest capital outflow is Wolong Electric Drive, with a withdrawal of 1.34 billion [1] - Shenghong Technology follows closely with an outflow of 1.29 billion [1] - Other notable stocks with significant outflows include Inspur Information (1.25 billion), Northern Rare Earth (1.23 billion), and Industrial Fulian (0.88 billion) [1]

Group 1 - The main focus of the article is on the significant outflow of capital from the top 20 stocks as of August 21, with specific amounts listed for each company [1] - The stock with the highest capital outflow is Shenghong Technology, with an outflow of 1.108 billion [1] - Other notable companies with substantial capital outflows include Wolong Electric Drive (-1.014 billion), Industrial Fulian (-0.880 billion), and Inspur Information (-0.858 billion) [1] Group 2 - The total capital outflow from the top 20 stocks indicates a trend of reduced investor confidence in these companies [1] - The data highlights a diverse range of sectors represented among the companies experiencing capital outflows, suggesting broader market implications [1] - The amounts of capital outflow for other companies in the list range from 0.598 billion to 0.404 billion, indicating varying levels of investor sentiment [1]

Group 1 - The main stocks with significant capital outflow include Shenghong Technology (-1 billion), Industrial Fulian (-0.876 billion), and Wolong Electric Drive (-0.691 billion) [1] - The sectors affected by the capital outflow include electronic components, consumer electronics, and motors [2][3] - The largest percentage drop in stock prices was observed in Jintian Co. (-9.97%) and Wolong Electric Drive (-8.29%) [2][3] Group 2 - The total capital outflow from the top 20 stocks amounts to approximately 46.5 billion [1] - Other notable stocks with significant outflows include Yunnan Geology (-0.538 billion) and Dongfang Wealth (-0.521 billion) [1][2] - The communication equipment sector also experienced notable outflows, with companies like Tianfu Communication and Hainengda seeing outflows of 0.372 billion and 0.498 billion respectively [2][3]