证券代码：600366 证券简称：宁波韵升 编号：2025-049 宁波韵升股份有限公司股票交易异常波动公告 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： 宁波韵升股份有限公司（以下简称"公司"）股票在 2025 年 8 月 6 日、 8 月 7 日、8 月 8 日连续三个交易日收盘价格涨幅偏离值累计超过 20%，根据《上 海证券交易所交易规则》的相关规定，属于股票交易异常波动情形。 （三）媒体报道、市场传闻、热点概念情况 经向本公司控股股东及实际控制人书面征询证实，无应披露而未披露的 重大事项。 一、股票交易异常波动的具体情况 公司股票在2025年8月6日、8月7日、8月8日连续3个交易日内收盘价格涨幅 偏离值累计超过20%，根据《上海证券交易所交易规则》及有关规定，属于股票 交易异常波动情况。 二、公司关注并核实的相关情况 （一）生产经营情况 经公司自查，公司目前生产经营活动一切正常，市场环境、行业政策没有发 生重大调整、生产成本和销售等情况没有出现大幅波动、内部生产经营秩序正常。 （二）重大事项情况 经 ...

Group 1 - The rare earth permanent magnet concept has seen significant movement, with companies like Ningbo Yunsheng experiencing consecutive gains and San Chuan Wisdom rising over 10% [1] - Other companies in the sector, such as Zhongmin Resources, Shenghe Resources, and Xiamen Tungsten, also showed upward trends in their stock prices [1]

Market Overview - A-share indices showed mixed performance on August 7, 2025, with the Shanghai Composite Index slightly up by 0.16% closing at 3639.67 points, while the Shenzhen Component and ChiNext fell by 0.18% and 0.68% respectively [1] - Total trading volume across Shanghai, Shenzhen, and Beijing reached 1852.74 billion yuan, with 3116 stocks declining and 2150 stocks rising [1] Electronic Sector - The electronic sector was a market highlight with 13 stocks hitting the daily limit up, including Tianyu Digital Science and Technology, which closed at 7.45 yuan with a limit-up order volume of 295 million yuan [2] - The wireless earphone concept saw an overall increase of 1.08%, with stocks like Ningbo Yunsheng and Huasheng Tiancai receiving over 500 million yuan in net inflows, indicating growing investor interest in the consumer electronics supply chain [2] Rare Earth Permanent Magnet Sector - The rare earth permanent magnet sector continued its recent upward trend, with stocks like Ningbo Yunsheng and Zhenghai Magnetic Materials hitting the daily limit up [3] - Ningbo Yunsheng attracted a net inflow of 565 million yuan, closing at 13.17 yuan with a turnover rate of 15.48%, driven by increasing demand for rare earth materials in the electric vehicle and wind power sectors [3] Medical Sector - The medical and biological sector exhibited a structural market, with stocks like Innovation Medical and Shangrong Medical hitting the daily limit up [4] - Innovation Medical closed at 17.47 yuan with a turnover rate of 30.10% and a limit-up order volume exceeding 130 million yuan, while other segments like CXO and innovative drugs showed weak performance, highlighting significant capital divergence within the sector [4] Fund Flows - The semiconductor sector saw a net inflow of 4.467 billion yuan, followed by medical devices and energy metals [5] - Conversely, the automotive parts sector experienced a net outflow of 4.185 billion yuan, with noticeable withdrawals in specialized equipment and chemical pharmaceuticals [5] - Stocks like Great Wall Military Industry, Huasheng Tiancai, and Jihua Group were among those with significant limit-up order volumes, reflecting short-term capital preferences for military and computing sectors [5]

宁波韵升(600366)今日涨停，全天换手率15.48%，成交额20.60亿元，振幅13.44%。龙虎榜数据显示， 沪股通净卖出343.57万元，营业部席位合计净买入7794.75万元。 上交所公开信息显示，当日该股因日涨幅偏离值达9.87%上榜，沪股通净卖出343.57万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交3.48亿元，其中，买入成交额为2.11亿 元，卖出成交额为1.37亿元，合计净买入7451.18万元。 具体来看，今日上榜的营业部中，沪股通为第一大买入营业部及第一大卖出营业部，买入金额为 6689.55万元，卖出金额为7033.13万元，合计净卖出343.57万元。 资金流向方面，今日该股主力资金净流入5.65亿元，其中，特大单净流入5.18亿元，大单资金净流入 4670.49万元。近5日主力资金净流入4.97亿元。 融资融券数据显示，该股最新(8月6日)两融余额为4.62亿元，其中，融资余额为4.58亿元，融券余额为 382.32万元。近5日融资余额合计减少1536.03万元，降幅为3.24%。融券余额合计减少38.01万元，降幅 9.04%。 4月30日公司发布的一季报数 ...

稀土股，午后异动！ 继半导体板块拉升后，稀土永磁概念股午后也集体异动，宁波韵升率先涨停，正海磁材、中科磁业、奔朗新材等多股直线拉升。 日前，稀土永磁板块迎来一则好消息：国内首条稀土盘式电机智能示范线投产，6毫米超薄永磁电机问世。据悉，这条示范线的成功落地，标志着我国在高端稀土永磁 电机研发与产业化上迈出关键一步。 有券商认为，中国从稀土资源开发到稀土永磁产业链，规模和技术均全球领先，具有国际定价权。看好稀土产业链在需求增长和涨价带动下的投资机会。 8月7日，海关总署发布的数据显示，中国在7月份出口了5994.3吨稀土。2025年1至7月，稀土累计出口量38563.6吨，同比增长13.3%。同时，7月份，中国进口了9622.7 吨稀土，1—7月的累计稀土进口量为67013.4吨，相较去年同期下降16.8%。 从基本面来看，湘财证券指出，上周，稀土精矿价格上行态势不改，轻稀土矿涨幅较大。据百川盈孚，上周国内混合碳酸稀土矿、四川氟碳铈矿及山东氟碳铈矿价格 分别上涨9.68%、11.11%和13.64%，进口独居石矿价格上涨4.23%，美国矿价格上涨11.54%。上周国内中钇富铕矿价格上涨2.02%，进口缅甸离子型矿 ...

Group 1 - The wireless headphone sector increased by 1.08%, ranking 8th among concept sectors, with 49 stocks rising, including Fuman Micro which hit a 20% limit up [1] - Notable gainers in the wireless headphone sector include Ningbo Yunsheng, Huasheng Tiancheng, and Furi Electronics, all reaching the daily limit up [1] - The sector saw a net inflow of 1.89 billion yuan from main funds, with 42 stocks receiving net inflows, and 8 stocks exceeding 100 million yuan in net inflows [2] Group 2 - The top net inflow stocks included Ningbo Yunsheng with 565 million yuan, followed by Huasheng Tiancheng and Luxshare Precision with 498 million yuan and 416 million yuan respectively [2] - The net inflow ratios for stocks like Chaoyang Technology, Ningbo Yunsheng, and Fuman Micro were 51.81%, 27.43%, and 22.39% respectively [3] - Stocks with significant declines included Langte Intelligent, Jiyan Technology, and Lihexing, with declines of 4.63%, 2.39%, and 2.33% respectively [5]

2025.08. 07 本文字数：817，阅读时长大约2分钟 作者 | 一财资讯 8月7日，A股三大指数震荡分化，截至收盘，上证指数涨0.16%，再创年内新高；深证成指跌0.18%，创业板指跌0.68%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 上证指数 | | 2 | 3639.67 c | 5.67 | 0.16% | | 399001 | 深证成指 | | N 11157.94c | -19.84 | -0.18% | | 399006 | 创业板指 | Jon 2 | 2342.86c | -16.09 | -0.68% | 沪深两市全天成交额1.83万亿，较上个交易日放量914亿。全市场超3000只个股下跌。 | | | 盘面上，稀土永磁概念午后爆发，光刻机、脑机接口、汽车芯片概念轮番冲高；医药股全线下挫，军工股多数调整。 具体来看，半导体产业链集体走强，东芯股份、富满微、盈方微、大为股份等多股封板。 稀土永磁板块午后拉升，正海磁材、宁波韵升涨停，中科磁业、盛和资源、北方稀土等涨 ...

【资金流向】 主力资金全天净流入半导体、医疗器械、贵金属等板块，净流出贸易、采掘、铁路公路等板块。 8月7日，A股三大指数震荡分化，截至收盘，上证指数涨0.16%，再创年内新高；深证成指跌0.18%，创 业板指跌0.68%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 2 | 3639.67 c | 5.67 | 0.16% | | 399001 | 深证成指 | willin | 11157.94c | -19.84 | -0.18% | | 399006 | 创业板指 | www | 2342.86c | -16.09 | -0.68% | 沪深两市全天成交额1.83万亿，较上个交易日放量914亿。全市场超3000只个股下跌。 盘面上，稀土永磁概念午后爆发，光刻机、脑机接口、汽车芯片概念轮番冲高；医药股全线下挫，军工 股多数调整。 具体来看，半导体产业链集体走强，东芯股份、富满微、盈方微、大为股份等多股封板。 稀土永磁板块午后拉升，正海磁材、宁波韵升涨停，中科磁业、盛和资 ...

Group 1: Permanent Magnetic Materials - The production of permanent magnetic materials in China reached approximately 130 million tons in 2021, including 800,000 tons of ferrite permanent magnets and 213,300 tons of rare earth permanent magnets [36][2] - Ferrite permanent magnets dominate the market due to their low cost and corrosion resistance, accounting for over 60% of global production [6][39] - Rare earth permanent magnets, particularly neodymium-iron-boron (Nd-Fe-B), are critical for high-performance applications in electric vehicles and renewable energy sectors, with demand expected to increase fivefold by 2025 compared to 2020 levels [66][65] Group 2: Market Dynamics and Trends - The demand for ferrite permanent magnets in the automotive sector is projected to reach 614,000 tons by 2025, driven by the growth of electric vehicles [45] - In the home appliance sector, the demand for ferrite permanent magnets is expected to reach 201,000 tons by 2025, with variable frequency air conditioners leading the demand [45] - The global market for soft magnetic materials is anticipated to grow from $13.2 billion in 2020 to $18.1 billion by 2025, reflecting a compound annual growth rate (CAGR) of 8% [14][32] Group 3: Technological Barriers and Challenges - High-end technologies for rare earth permanent magnets, such as grain boundary diffusion and thermal pressing, are currently monopolized by companies in the US and Japan, posing a challenge for domestic manufacturers [28][32] - The production of high-performance ferrite magnets in China is still in the developmental stage, with a significant reliance on imports for advanced products [41][46] - The industry faces challenges related to resource security, particularly concerning the price volatility of heavy rare earth elements like neodymium and dysprosium [28][32] Group 4: Future Development Directions - The focus for ferrite permanent magnets will be on developing rare earth-doped and cobalt-free technologies, aiming for thinner and higher precision products [8][46] - For rare earth permanent magnets, the goal is to achieve a domestic production rate of 70% for high-end products by 2025 and 80% by 2030 [12][71] - The industry is expected to see significant advancements in the development of high-performance magnetic materials for applications in robotics, aerospace, and electric vehicles [72][74]

证券代码：600366 证券简称：宁波韵升 公告编号：2025-048 宁波韵升股份有限公司 员工持股计划减持股份结果公告 本公司董事会、全体董事及相关股东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。 本次减持计划实施前，宁波韵升股份有限公司（以下简称"公司"）持股 5%以下股东宁波韵升股份有限公司—2020 年员工持股计划持有公司无限售条件 流通股 3,700,000 股，占公司总股本的 0.3364%；股东宁波韵升股份有限公司— 2022 年员工持股计划持有公司无限售条件流通股 2,838,061 股，占公司总股本 的 0.2580%。 公司实际控制人之子不参与本次减持： 本次员工持股计划拟减持公司股份，是其持有人依据《员工持股计划管理 办法》的规定结合自身资金需要提出的，员工持股计划的持有人中，公司实际控 制人之子竺晓东先生将不参与本次股份减持计划,不参与本次股份减持收益分配。 减持计划的实施结果情况： 截至本公告日，公司持股 5%以下股东宁波韵升股份有限公司—2020 年员工 持股计划持有公司无限售条件流通股 2,700,000 股，占公 ...