证券简称：中稀有色 证券代码：600259 公告编号：临 2026-004 中稀有色金属股份有限公司 关于签署战略合作协议的公告 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。 重要内容提示： 履约的风险与不确定性：中稀有色金属股份有限公司（以下简称 "公司"或"甲方"）与先导科技集团有限公司（以下简称"先导集团" 或"乙方"）于 2026 年 1 月 14 日签署了《战略合作协议》（以下简称 "本协议"）。本协议为框架性协议，不涉及双方具体权利义务内容及 责任。相关具体的合作项目，由双方根据该项目的实际情况另行签订具 体合作协议。具体合作事项及实施进展存在不确定性，敬请广大投资者 注意投资风险。 对公司当年业绩的影响：本协议的签署有利于强化提升稀有稀散 金属行业整体创新能力，促进资源优势转化为产业优势、市场优势，做 优做强稀有稀散金属产业链。在具体合作协议生效及执行前，本协议的 履行不会对公司本年度的经营业绩产生重大影响。本次合作不会导致公 司主营业务、经营范围发生重大变化，对公司独立性没有影响，不存在 损害公司及股东利益 ...

Core Viewpoint - The strategic cooperation agreement between Zhong Rare Metals and Xian Dao Group aims to enhance the core competitiveness of rare and scarce metals and promote sustainable development in the industry [1][2]. Group 1: Cooperation Areas - Both parties will leverage their advantages in the rare and scarce metals sector to achieve resource sharing, technical complementarity, and market expansion, focusing on resource security and product development [1][2]. - There will be increased investment in technology research and development, talent exchange, and integration of R&D resources to tackle key industry challenges and accelerate the development of high-end materials [1][2]. - Joint market expansion strategies will be developed to integrate market resources and increase market share, particularly in emerging fields such as semiconductors, optoelectronics, and new energy [2]. Group 2: Industry Integration and Innovation - The collaboration will promote upstream and downstream integration of the industry chain, optimizing the industrial layout for synergistic development and creating a mutually beneficial ecosystem [2]. - There are plans to explore the establishment of a frontier innovation center for rare and scarce metals, gathering resources to create a world-class research center and platforms for industry integration [2]. - The cooperation is based on resource integration, aiming to enhance the overall innovation capability of the rare and scarce metals industry and convert resource advantages into industrial and market advantages [2].

Core Viewpoint - The strategic cooperation agreement between Zhong Rare Earth (600259) and Xian Dao Group aims to leverage their strengths in the rare and scattered metals sector to enhance market share and industry influence, focusing on resource security and product development [1] Group 1 - Zhong Rare Earth announced the signing of a strategic cooperation agreement with Xian Dao Group on January 14 [1] - The partnership will focus on resource sharing, technological complementarity, and market expansion in the rare and scattered metals industry [1] - The collaboration aims to promote high-quality development in the rare and scattered metals sector [1]

Core Viewpoint - The company has signed a strategic cooperation agreement with XianDao Technology Group Co., Ltd. on January 14, 2026, aimed at enhancing the core competitiveness of rare and scarce metals and promoting the green and sustainable development of the industry [1] Group 1: Cooperation Agreement Details - The agreement is a framework agreement that includes resource sharing, technological complementarity, and joint market expansion [1] - The collaboration will increase investment in technological research and development and jointly formulate market expansion strategies [1] - The partnership aims to promote the integration of the upstream and downstream of the industry chain [1] Group 2: Impact on Company Performance - This cooperation is not expected to have a significant impact on the company's operating performance for the current year [1]

Core Viewpoint - The non-ferrous metal sector has seen significant interest today, particularly in tungsten-related stocks, which have become the focus of market attention. Group 1: Tungsten-Related Companies - Xianglu Tungsten Industry (002842.SZ) has a latest stock price of 19.14 CNY with a daily increase of +10.00%. It is one of the few companies in the domestic tungsten industry with a complete industrial chain, covering tungsten ore mining, smelting, and deep processing of all product lines [1]. - Zhongtung High-tech (000657.SZ) has a latest stock price of 36.73 CNY with a daily increase of +5.52%. It serves as the operational management platform for the tungsten industry under China Minmetals Corporation, encompassing the entire industrial chain from mining to smelting and alloys [1]. - Zhangyuan Tungsten Industry (002378.SZ) has a latest stock price of 18.19 CNY with a daily increase of +4.84%. It is also one of the domestic companies with complete tungsten industrial chain production capabilities, owning multiple mining rights and exploration areas [2]. - Zhongjin Lingnan (000060.SZ) has a latest stock price of 6.86 CNY with a daily increase of +4.41%. It is an integrated enterprise in the deep processing of non-ferrous metals [3]. - Zhongxiyou Color (600259.SH) has a latest stock price of 74.70 CNY with a daily increase of +4.04%. It is the core listed platform of China Rare Earth Group, with a rich resource of tungsten mines and a horizontal layout in "rare earth, copper, tungsten" industries [4]. - Jiangxi Copper (600362.SH) has a latest stock price of 62.00 CNY with a daily increase of +3.68%. Its Kazakhstan Bakuta tungsten mine project has successfully commenced production [5]. - Luoyang Molybdenum (603993.SH) has a latest stock price of 24.05 CNY with a daily increase of +3.22%. It is a global leader in the production of copper, cobalt, molybdenum, and tungsten, operating molybdenum and tungsten mines in China [6][7]. - Xiamen Tungsten Industry (600549.SH) has a latest stock price of 51.92 CNY with a daily increase of +2.85%. It possesses a complete tungsten industrial chain and has a competitive advantage in tungsten mining, smelting, and deep processing [9]. Group 2: Other Companies in the Sector - Greeenme (002340.SZ) has a latest stock price of 8.94 CNY with a daily increase of +2.88%. It is a leader in the recycling of critical metals [8].

1月15日，中稀有色涨6.42%，截至发稿，报76.41元/股，成交1.72亿元，换手率0.69%，总市值257.07亿 元。 资料显示，中稀有色金属股份有限公司位于广东省广州市番禺区汉溪大道东386号广晟万博城A塔写字 楼36-37楼，成立日期1993年6月18日，上市日期2000年5月25日，公司主营业务涉及有色金属开采与加 工。主营业务收入构成为：商业59.32%，工业40.68%。 数据显示，华夏基金旗下1只基金重仓中稀有色。华夏兴源稳健一年持有混合A（011743）三季度减持 13.61万股，持有股数5.16万股，占基金净值比例为1.26%，位居第八大重仓股。根据测算，今日浮盈赚 取约23.79万元。 华夏兴源稳健一年持有混合A（011743）成立日期2021年6月24日，最新规模1.83亿。今年以来收益 2.32%，同类排名5691/8840；近一年收益19.58%，同类排名5394/8094；成立以来收益21.12%。 华夏兴源稳健一年持有混合A（011743）基金经理为柳万军。 截至发稿，柳万军累计任职时间12年19天，现任基金资产总规模173.9亿元，任职期间最佳基金回报 112.76%， ...

Group 1 - The core viewpoint of the article indicates a significant increase in the prices of rare earth products, with specific products like praseodymium and neodymium oxide seeing a rise in average prices, while dysprosium and terbium oxides experienced slight declines [1] - Praseodymium-neodymium oxide averaged 642,700 CNY per ton, up by 6,600 CNY per ton, and praseodymium-neodymium metal averaged 780,000 CNY per ton, up by 7,600 CNY per ton [1] - The market sentiment for rare earths is warming, with downstream raw material procurement demand expected to be released, indicating potential for continued price strength in the near term [1] Group 2 - The A-share market shows positive performance for certain rare earth permanent magnet concept stocks, with Zhongmin Resources (002738) rising by 5.09% and achieving a transaction volume of 3.313 billion CNY [1] - Yahua Group (002497) increased by 3.66% with a transaction volume of 2.505 billion CNY, while Antai Technology (000969) rose by 2.09% with a transaction volume of 610.8 million CNY [1] - The overall trading activity in the rare earth sector reflects a mixed performance, with some stocks showing significant gains while others remain relatively stable [1]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002842 | 翔鹭钨业 | 16.22 | -1.99% | 54.96万 | 8.89 Z | | 002378 | 草源钨业 | 16.65 | -1.83% | 110.37万 | 18.25 Z | | 000657 | 中钨高新 | 32.47 | -1.28% | 84.12万 | 27.22亿 | | 301026 | 浩通科技 | 32.68 | -1.27% | 10.35万 | 3.38亿 | | 600459 | 盖研铂业 | 21.32 | -1.16% | 66.24万 | 14.09亿 | | 601958 | 金铝股份 | 18.20 | -0.98% | 75.76万 | 13.77亿 | | 600281 | 华阳新材 | 6.18 | -0.16% | 19.90万 | 1.22亿 | | 002167 | 东方错业 | 13.48 | 0.00% | 46.30万 | 6.20亿 | | 001280 | ...

Group 1 - The core viewpoint of the articles highlights a strong performance in the rare metals sector, driven by supply constraints and increasing demand, particularly in the context of electric vehicles and energy storage [1][2][3] - As of January 12, 2026, the CSI Rare Metals Theme Index (930632) rose by 2.48%, with significant gains in component stocks such as Western Superconducting (up 15.10%) and Northern Rare Earth (up 6.42%) [1] - Since the beginning of 2025, prices of minor metals have been on the rise, with tungsten prices significantly increasing due to supply tightening from mining and production maintenance [1][2] Group 2 - The cobalt market is experiencing a structural supply shortage due to delayed export quotas from exporting countries, which may lead to further price increases and investment opportunities for related companies [2] - The lithium industry is expected to maintain a strong performance due to ongoing demand from the electric vehicle sector and inventory reduction trends, with carbonate lithium prices likely to remain stable [2] - The top ten weighted stocks in the CSI Rare Metals Theme Index account for 59.54% of the index, including companies like Luoyang Molybdenum, Northern Rare Earth, and Ganfeng Lithium [2]

Group 1 - The core viewpoint of the news is that the rare earth permanent magnet concept stocks in the A-share market experienced a significant increase, with several stocks hitting the daily limit up [1] - Notable performers include Antai Technology, Jiaozuo Wanfang, and Zhong Rare Earth, all of which reached a 10% increase [1] - Other stocks such as Longhua Technology, Yujing Co., Zhongkuang Resources, Northern Rare Earth, and China Rare Earth also saw substantial gains, with increases ranging from 3% to over 7% [1] Group 2 - The table lists specific stocks along with their performance metrics, showing that Antai Technology (code 000969) has a market capitalization of 29.1 billion and a year-to-date increase of 31.89% [2] - Jiaozuo Wanfang (code 000612) also reached a 10% increase, with a market cap of 15.9 billion and a year-to-date increase of 20.78% [2] - Zhong Rare Earth (code 600111) has a market cap of 184.8 billion and a year-to-date increase of 10.86%, reflecting a positive trend in the sector [2]