南财智讯12月29日电，广晟有色公告，公司拟将募投项目"8,000t/a高性能钕铁硼永磁材料项目"一期预 定达到可使用状态日期由2025年12月再次调整至2026年9月。该项目计划投资总额12.52亿元，拟投入募 集资金11.00亿元，资金来源为非公开发行股票所募资金，主要用于建设高性能钕铁硼永磁材料生产 线。延期原因为受宏观经济环境及项目培育阶段影响，公司为降低投资风险，审慎推进产能扩张，导致 设备采选进度较预期延缓。本次延期不涉及实施主体、实施方式、募集资金用途及投资规模的变更，不 会对公司正常经营产生不利影响，亦不存在损害股东利益的情形，符合公司长期发展规划。 ...

证券之星消息，12月29日小金属板块较上一交易日下跌1.2%，西部材料领跌。当日上证指数报收于 3965.28，上涨0.04%。深证成指报收于13537.1，下跌0.49%。小金属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) | | --- | --- | --- | --- | --- | --- | --- | | 600259 | 广晟有色 | 56.97 | 3.77% | | 24.43万 | 14.21亿 | | 000962 | 东方银V | 31.79 | 3.48% | | 32.64万 | 10.36亿 | | 002842 | 翔鹭钨业 | 14.87 | 1.92% | | 61.18万 | 9.15 亿 | | 600456 | 宝钛股份 | 38.40 | 1.35% | | - 38.65万 | 15.05亿 | | 002428 | 云南错业 | 31.20 | 1.07% | | 53.04万 | 16.64亿 | | 002978 | 安宁股份 | 32.98 | 0.73% | | 7.80万 | 2.58亿 | ...

Core Viewpoint - The Huabao ETF (159876), which focuses on the non-ferrous metals sector, has seen a significant increase in market performance, with a peak intraday rise of 0.5%, reflecting strong investor confidence in the sector's future performance [1] Group 1: ETF Performance - The Huabao ETF recorded a net subscription of 10.2 million shares, indicating positive market sentiment towards the non-ferrous metals sector [1] - The ETF's net value has shown substantial growth, with a 120-day increase of 91.93% and a 250-day increase of 84.44% [1] - The ETF's 52-week high is 1.00, while the low is 0.49, showcasing significant volatility in its trading range [1] Group 2: Individual Stock Performance - Notable stocks within the ETF include Baiyin Nonferrous, which surged by 10.05%, and Hunan Baiyin, which increased by 10.01% [2] - Other significant gainers include Xingye Yinxin with an 8.28% rise and Guangsheng Nonferrous with a 5.65% increase [2] - The overall trend in the non-ferrous metals sector has been bullish, with LME copper and COMEX gold reaching historical highs [2] Group 3: Market Drivers - Factors driving the non-ferrous metals market include limited resource supply, strong demand from AI, and a downward trend in interest rates, which are creating a new pricing paradigm for resources [3] - The sustainability of the super cycle in non-ferrous metals is contingent on the recovery of the US dollar credit, strategic stockpiling progress, and the effectiveness of "anti-involution" policies [3] - Analysts suggest that the super cycle for non-ferrous metals is likely to continue until 2026, supported by a weak dollar and policy backing [3] Group 4: Investment Strategy - A diversified investment approach through the Huabao ETF is recommended to capture the overall beta performance of the non-ferrous metals sector, which includes copper, aluminum, gold, rare earths, and lithium [4] - This strategy aims to mitigate risks associated with investing in single metal sectors, making it suitable for inclusion in investment portfolios [4]

Core Insights - The report highlights the positive outlook for strategic metals investment opportunities due to favorable supply-demand dynamics and resource nationalism [3][5][11]. Market Review: Strategic Metals Lead Nonferrous - From the beginning of the year until December 18, 2025, the nonferrous metals sector has risen by 78.53%, ranking second among all industries. Strategic metals have shown significant gains, with tungsten up 136.7%, cobalt up 69.1%, and rare earth permanent magnets up 56.7% [7]. Cobalt: Supply Tightening from Congo (DRC) - The Democratic Republic of Congo (DRC) has implemented an export quota system for cobalt, leading to a projected supply-demand imbalance of -7.5/-3.3/-3.3 million tons for 2025-2027. The DRC's export ban and subsequent quota system are expected to keep cobalt prices elevated [3][14][16]. Rare Earths: Supply Expectations Tightening - The rare earth sector is experiencing tightening supply due to strategic export controls and a lack of public quota announcements. The price of light rare earths has seen fluctuations, with a peak price of 64.30 million yuan/ton for praseodymium and neodymium oxides in August 2025, followed by a decline [22][26][46]. Tungsten: Continued Supply-Demand Gap - The tungsten market is facing a supply squeeze due to mining restrictions and declining ore grades. Demand remains stable, supported by applications in military and photovoltaic sectors, suggesting that tungsten prices are likely to rise [3][5]. Tin: Supply Tightness and AI Demand Growth - The resumption of tin production in Myanmar is slow, with significant delays expected. However, the rapid development of AI is emerging as a new growth driver for tin demand [3][5]. Antimony: Export Recovery Expected - The suspension of export restrictions to the U.S. is anticipated to boost China's antimony exports, which currently account for 36% of its production. The lifting of these restrictions is expected to enhance export volumes significantly [5]. Investment Recommendations - The report suggests focusing on companies benefiting from the tightening supply of strategic metals, including Huayou Cobalt, China Rare Earth, and Xiamen Tungsten. Specific recommendations include companies with significant cobalt production quotas in the DRC and those involved in rare earth processing [5][3].

12月26日，广晟有色公告， 经公司申请，并经上海证券交易所办理，公司证券简称将于2025年12月31 日起由"广晟有色"变更为"中稀有色"，公司证券代码"600259"保持不变。 12月26日，广晟有色公告， 经公司申请，并经上海证券交易所办理，公司证券简称将于2025年12月31 日起由"广晟有色"变更为"中稀有色"，公司证券代码"600259"保持不变。 ...

Group 1 - Hainan Airlines (600221) focuses on international, domestic, and regional air passenger and cargo transportation, operating nearly 1800 routes and covering all provinces in China, as well as over 100 international routes [1][30] - Hainan Airport (600515) operates major airports in Hainan and is involved in airport construction, management, and related industries, including aircraft maintenance and logistics [2][31] - Zhongtung High-tech (000657) is a state-owned enterprise focusing on the tungsten and hard alloy industry, with a complete industrial chain from tungsten ore to products, and is involved in high-end manufacturing sectors [3][32] Group 2 - Jinpan Technology (688676) is a key player in the new energy sector, specializing in the research and manufacturing of power distribution and control equipment, benefiting from supportive policies in Hainan [4][33] - Haixia Co., Ltd. (002320) controls important maritime transport routes, enhancing its passenger and cargo transport services, and is positioned to benefit from increased demand post-border closure [5][34] - Hainan Mining (601969) focuses on mineral resource extraction and processing, with products supporting the new energy battery industry, and is exploring green development models [6][35] Group 3 - Hainan Rubber (601118) is a leading enterprise in natural rubber production, extending its business into rubber products and international trade, leveraging Hainan's free trade policies [7][36] - Guangsheng Nonferrous (600259) specializes in non-ferrous metal mining and smelting, with a focus on rare earths and tungsten, essential for high-end manufacturing and new energy sectors [8][37] - Haima Automobile (000572) is transitioning into the new energy vehicle sector, supported by Hainan's policies, and is expanding its production capabilities [9][38] Group 4 - Haide Co., Ltd. (000567) focuses on distressed asset management, with a strategy to optimize asset allocation in the region, and is involved in photovoltaic projects [10][39] - Hainan Public Transport Group (603069) provides passenger transport services and is enhancing its operations through the integration of duty-free services [11][40] - Junda Co., Ltd. (002865) is engaged in the new energy sector, focusing on photovoltaic battery research and manufacturing, and is expanding its market presence [12][41] Group 5 - Luoniushan (000735) is involved in livestock farming and related industries, leveraging Hainan's agricultural resources to expand its market [13][42] - Jingliang Holdings (000505) focuses on oil processing and food manufacturing, utilizing Hainan's logistics advantages for trade [14][43] - Hainan Coconut Island (600238) specializes in alcoholic beverages, particularly health wines, and is expanding its market through tourism channels [15][44] Group 6 - Hainan Haiyao (000566) is a pharmaceutical manufacturer focusing on chemical raw materials and traditional Chinese medicine, benefiting from supportive policies for the pharmaceutical industry [16][45] - Hainan Ruize (002596) produces construction materials and is involved in tourism, aligning its business with Hainan's infrastructure development [17][46] - Hainan Expressway (000886) operates key highways in Hainan and is expanding its business through tourism and duty-free services [18][47] Group 7 - Puli Pharmaceutical (300630) specializes in chemical drug development and international market expansion, leveraging Hainan's trade policies [19][48] - Shennong Technology (300189) focuses on seed research and production, aiming to expand its market through trade policies [20][49] - Shuangcheng Pharmaceutical (002693) is dedicated to peptide drug development and international market expansion, supported by Hainan's policies [21][50] Group 8 - Xinlong Holdings (000955) specializes in non-woven fabrics and related products, with a focus on medical and industrial applications, and is exploring export opportunities [22][51] - ST Intercontinental (600759) is involved in oil and gas exploration and is expanding into the hydrogen energy sector [23][52] - Huawen Group (000793) operates in media, tourism, and supply chain services, aiming for growth through Hainan's logistics advantages [24][53]

Group 1 - Zhuolang Intelligent's subsidiary plans to increase capital by 900 million yuan to its wholly-owned subsidiary in Xinjiang [1] - Zhenhua Heavy Industry signed a contract worth 1.149 billion yuan with Guangzhou Salvage Bureau for a deep-water crane ship construction project [2] - Ugreen Technology intends to issue H-shares and apply for listing on the Hong Kong Stock Exchange to enhance its global strategy [3] Group 2 - Guangsheng Nonferrous Metals will change its stock name to Zhongxi Rare Metals starting December 31, 2025 [4] - China Electric Research proposed a cash dividend of 2.5 yuan per 10 shares for the first three quarters of 2025 [5] - Chaoyan Co. is establishing a fund with professional investment institutions, aiming to raise 1 billion yuan [6] Group 3 - Silk Road Vision's subsidiary plans to sell 8.5% of Ruijun Technology for 52.7 million yuan [7] - Longgao Co.'s actual controller is transferring 4.37% of the investment development group's equity for 398 million yuan [8] - Weiteou signed a strategic cooperation agreement with Huaruixin Energy to develop new materials and applications [9][10] Group 4 - Annuoqi decided to terminate the investment in a 50,000-ton dye intermediate project due to market changes, with a total investment of 421 million yuan [12] - Akoli's subsidiary has entered trial production for a project with an annual capacity of 20,000 tons of polyether amine [13] - Ningbo Construction's subsidiary signed a construction contract worth 451 million yuan for a comprehensive utility tunnel project [14] Group 5 - Zhejiang Rongtai and Weichuang Electric plan to establish a joint venture in Thailand for R&D and production of mechatronic components [15] - Jiuzhoutong's subsidiary received a drug registration certificate for isopropazine injection [16] - Huaqin Technology's subsidiary signed a daily operation contract worth 392 million yuan [17] Group 6 - ST Meichen completed the sale of 100% equity in Hainan Meichen Ecological Development Co., Ltd. [18] - Pulite's LCP film products have begun mass production for a leading customer in the consumer electronics industry [19][20] - Nanjing Public Utility's major shareholder transferred 7.61% of the company's shares for 300 million yuan [21] Group 7 - Solar Energy terminated the investment in a 150 MW distributed photovoltaic project due to increased investment risks [22] - Yuntian Lifa won a 122 million yuan project for AI development in Longgang [23] - Changchun High-tech's subsidiary received acceptance for a clinical trial application for GenSci141 ointment [24] Group 8 - Changfei Optical Fiber's major shareholder completed a share reduction plan, selling 1.1 million shares for approximately 104.5 million yuan [25] - Sandam Membrane plans to apply for a comprehensive credit limit of up to 100 million yuan for 2026 [26] - Aisecurity received a government subsidy of 3.4611 million yuan [27] Group 9 - Stone Technology's H-share issuance has received approval from the China Securities Regulatory Commission [28] - Hongxing Development's subsidiary plans to suspend production to comply with national hazardous chemical relocation policies [29] - Guodian Nanzi's vice president and chief engineer resigned [30] Group 10 - Jianghe Group's subsidiary won a bid for a city renovation project in Haikou worth approximately 112 million yuan [31] - Gaotie Electric's subsidiary won a bid for a railway project worth 59.0317 million yuan [32] - Huicheng Co. plans to introduce a new partner to its major shareholder [33] Group 11 - Pumen Technology's folic acid testing kit received a medical device registration certificate [34] - Hai Xin Co.'s vitamin B6 injection passed the consistency evaluation for generic drugs [35] - Taiji Group's shareholder plans to merge with its subsidiary [36] Group 12 - Shengyi Electronics adjusted the maximum repurchase price to no more than 144.36 yuan per share [37]

格隆汇12月26日丨广晟有色(600259.SH)公布，公司于2025年11月24日召开第九届董事会2025年第九次 会议、于2025年12月10日召开公司 2025年第五次临时股东会，审议通过了《关于拟变更公司名称并修 订的议案》，同意公司证券简称由"广晟有色"变更为"中稀有色"，公司证券代码"600259"保持不变。 ...

格隆汇12月26日丨广晟有色(600259.SH)公布，公司于2025年11月24日召开第九届董事会2025年第九次 会议、于2025年12月10日召开公司 2025年第五次临时股东会，审议通过了《关于拟变更公司名称并修 订 <公司章程> 的议案》，同意公司证券简称由"广晟有色"变更为"中稀有色"，公司证券代 码"600259"保持不变。 ...

智通财经APP讯，广晟有色(600259.SH)发布公告，公司证券简称将于2025年12月31日起由"广晟有色"变 更为"中稀有色"，公司证券代码"600259"保持不变。 ...