Core Points - The company announced a cash dividend of 0.10 yuan per share (including tax) for the fiscal year 2024, approved at the annual shareholders' meeting on May 13, 2025 [1] - The total cash dividend distribution amounts to 175,282,657.00 yuan based on a total share capital of 1,752,826,570 shares [1] Distribution Plan - The dividend will be distributed to all shareholders registered with the China Securities Depository and Clearing Corporation Limited, Shanghai Branch, as of the close of trading on the day before the equity registration date [1] - The distribution will be executed through the clearing system of the China Securities Depository and Clearing Corporation Limited, with shareholders able to receive their cash dividends at their designated securities firms on the payment date [1] Taxation Details - For individual shareholders holding unrestricted circulating shares, dividends are subject to different tax treatments based on the holding period: - No personal income tax for shares held over one year, resulting in a net dividend of 0.10 yuan per share [2][3] - For shares held for one month or less, a 20% tax applies, and for shares held between one month and one year, a 10% tax applies [3] - Qualified Foreign Institutional Investors (QFII) will have a 10% withholding tax, resulting in a net dividend of 0.09 yuan per share [4] - Hong Kong investors trading A-shares through the Stock Connect will also face a 10% withholding tax, leading to a net dividend of 0.09 yuan per share [4] - Other institutional investors and corporate shareholders will not have tax withheld by the company, and they are responsible for their own tax payments, receiving a net dividend of 0.10 yuan per share [4] Contact Information - For inquiries regarding the dividend distribution, shareholders can contact the company's securities department at 028-85425108 [5]

证券代码：600392 证券简称：盛和资源 公告编号：2025-034 A 股每股现金红利0.10元（含税） 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2025-7-10 | － | 2025-7-11 | 2025-7-11 | 差异化分红送转： 否 盛和资源控股股份有限公司 2024年度权益分派实施公告 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： 每股分配比例 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2025-7-10 | － | 2025-7-11 | 2025-7-11 | 四、 分配实施办法 一、 通过分配方案的股东会届次和日期 本次利润分配方案经公司2025 年 5 月 13 日召开的2024年年度股东大会审议通 过。 二、 分配方案 1. ...

2021年3-5月稀土价格快速下跌，主要由于21年第一批配额增速超预期，但进入H2，市场发现供给增速 可以被需求消化，且第二批配额给定后供给被限定，价格重回上涨。2022-2024年稀土价格持续下跌： 表面看是国内配额供给大幅增长的原因，本质上在于新能源渗透诉求&全球市占率管理。 供给方面，国内整合持续推进，供给刚性时代开启 国内稀土资源整合持续推进，目前已经形成两大集团，供给格局明显优化。海外整体稀土资源禀赋不 差，但产业链不完备，在产的大型稀土矿山仅MP和Lynas，其余矿山进展持续推后。从目前国内最重要 的稀土矿进口来源地缅甸来看，2025年4-5月缅甸通关后稀土矿进口量恢复，主要来自库存运输，随着 缅甸库存消耗&进入雨季，预计缅甸进口矿将有边际减少。 智通财经APP获悉，国泰海通发布研报称，2020年以来新能源汽车需求成为稀土下游核心拉动力，终端 增速与稀土价格高度相关。当前稀土板块行情处于第二阶段(超额利润消化估值)，正向第三阶段(景气度 爆发)过渡。供给端国内整合形成两大集团，缅甸进口矿将边际减少;需求端新能源(车+风电)2025年占比 或达28%，人形机器人远期或成需求爆点。 国泰海通主要观点如 ...

截至6月27日，稀土ETF嘉实近1年净值上涨39.54%，指数股票型基金排名413/2888，居于前14.30%。从收益能力看，截至2025年6月27日，稀土ETF嘉实自成 立以来，最高单月回报为41.25%，最长连涨月数为4个月，最长连涨涨幅为83.89%，上涨月份平均收益率为9.64%。 截至2025年6月30日 14:10，中证稀土产业指数强势上涨2.00%，成分股科恒股份上涨16.13%，宁波韵升涨停，湘电股份上涨9.25%，中科磁业、北矿科技等 个股跟涨。稀土ETF嘉实(516150)上涨1.98%。 流动性方面，稀土ETF嘉实盘中换手3.28%，成交7902.53万元。拉长时间看，截至6月27日，稀土ETF嘉实近1月日均成交1.01亿元，居可比基金第一。 规模方面，稀土ETF嘉实近1月规模增长6.01亿元，实现显著增长，新增规模位居可比基金第一。份额方面，稀土ETF嘉实本月以来份额增长3.86亿份，实现 显著增长，新增份额位居可比基金第一。 资金流入方面，拉长时间看，稀土ETF嘉实近19个交易日内，合计"吸金"4.48亿元。 | 股票代码 | 股票简称 | 涨跌幅 | 权重 | | --- | - ...

本周行情综述 铜：本周 LME 铜价+2.26%到 9879.00 美元/吨，沪铜+2.47%到 7.99 万元/吨。供应端，据 SMM，本周进口铜精矿加工费 周度指数跌至-44.81 美元/吨。截至本周四，全国主流地区铜库存较周一微增 0.05 万吨至 13.01 万吨，较上周四下降 1.58 万吨。消费端，据 SMM，本周国内主要精铜杆企业周度开工率环比下滑至 74.01%，环比下滑 1.81 个百分点，较 预期值低 2.22 个百分点，同比上升 4.99 个百分点；本周漆包线行业机台开机率环比下降 0.23 个百分点至 81.6%， 周订单量环比微降 0.26%；本周国内黄铜棒生产企业开工率持续走低，较上周回落 0.38 个百分点至 50.8%。 铝：本周 LME 铝价+1.31%到 2595.00 美元/吨，沪铝+0.56%到 2.06 万元/吨。供应端，据 SMM，本周四国内主流消费地 电解铝锭库存 46.3 万吨，较本周一减少 0.1 万吨，环比上周四增加 1.4 万吨；国内主流消费地铝棒库存 14.25 万吨， 较周一减少 0.2 万吨，环比上周四增加 0.8 万吨；国内主流消费地再生铝合金锭社 ...

Group 1: Market Performance - The liquidity of the rare earth ETF managed by Jiashi has a turnover rate of 2.33%, with a transaction volume of 57.4642 million yuan [3] - Over the past month, the average daily transaction volume of the Jiashi rare earth ETF reached 92.2181 million yuan, ranking first among comparable funds [3] - In the past week, the Jiashi rare earth ETF's scale increased by 40.0191 million yuan, leading among comparable funds [3] - The Jiashi rare earth ETF saw a share increase of 66 million shares over the past two weeks, also ranking first among comparable funds [3] - In the last ten trading days, the Jiashi rare earth ETF attracted a total of 219 million yuan in inflows [3] - As of June 25, the Jiashi rare earth ETF's net value increased by 40.85% over the past year, ranking 428 out of 2878 in the index stock fund category, placing it in the top 14.87% [3] Group 2: Industry Insights - According to Guotai Haitong Securities, rare earth prices have gradually bottomed out since 2024, with domestic quota allocations slowing down, while overseas development expectations are rising but may not meet expectations [4] - Demand from sectors such as new energy vehicles, home appliances, and wind power remains stable, with humanoid robots creating long-term upward potential, indicating a gradual reversal in supply and demand dynamics [4] - CITIC Securities noted multiple positive signals in the rare earth industry, with domestic prices rising and the domestic supply-demand landscape improving, further highlighting the strategic value of rare earths [4] - As of May 30, 2025, the top ten weighted stocks in the CSI Rare Earth Industry Index accounted for 57.28% of the total index, including Northern Rare Earth, China Rare Earth, and others [4] Group 3: Stock Performance - The stock performance of key companies in the rare earth sector includes Northern Rare Earth (-0.73%, 13.87% weight), China Rare Earth (-0.60%, 5.70% weight), and others with varying performance [6] - Investors can also access rare earth investment opportunities through the Jiashi Rare Earth ETF linked fund (011036) [6]

来源：金融界 从指数持仓来看，中证诚通国企战略新兴产业指数十大权重分别为：京东方A（10.05%）、北方稀土 （9.58%）、生益科技（5.5%）、沪硅产业（4.69%）、中国动力（4.0%）、中航成飞（3.93%）、华虹 公司（3.33%）、盛和资源（2.85%）、芯源微（2.71%）、当升科技（2.63%）。 从中证诚通国企战略新兴产业指数持仓的市场板块来看，上海证券交易所占比57.33%、深圳证券交易 所占比42.50%、北京证券交易所占比0.17%。 从中证诚通国企战略新兴产业指数持仓样本的行业来看，信息技术占比40.79%、工业占比32.22%、原 材料占比19.09%、通信服务占比3.41%、医药卫生占比2.55%、主要消费占比1.58%、公用事业占比 0.37%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。特殊情况下将对指数进行临时调整。当样本退市时，将其从指数样 本中剔除。样本公司发生收购、合并、分拆等情形的处理，参照计 ...

Summary of Key Points Core Viewpoint - The article provides a comprehensive overview of the rare earth industry in China, highlighting the major listed companies, their revenue performance, business layouts, and the challenges faced in 2024. Group 1: Overview of Listed Companies - The number of listed companies in China's rare earth industry is significant, covering various segments such as mining, smelting, processing, and recycling [1][3]. - Key companies include Northern Rare Earth (600111), China Rare Earth (000831), Xiamen Tungsten (600549), and Guangsheng Nonferrous (600259), among others [1][3]. Group 2: Revenue Performance - In 2024, the revenue of major companies showed a decline, with Shenghe Resources reporting the largest scale of rare earth-related business revenue at 54.38 billion yuan in the first half of the year [12]. - Companies like Xiamen Tungsten, Mifeng New Materials, and others achieved over 20% growth in rare earth business revenue during the same period [12]. Group 3: Business Layout Comparison - The article details the business layouts of various companies, indicating that Shenghe Resources has the largest revenue scale, while companies like Mifeng New Materials and Xiamen Tungsten are expanding their operations [12][20]. - Companies are focusing on enhancing their competitive edge through various strategies, including expanding production capacity and improving product quality [22]. Group 4: Profitability and Margins - The gross profit margins of rare earth businesses vary significantly among companies, with Mifeng New Materials leading at 22.84%, while Hengyuan Technology reported a negative margin of -5.92% [15]. - The overall distribution of gross margins indicates a disparity in profitability, influenced by business models and market competition [15]. Group 5: Overseas Business and Growth - Xiamen Tungsten has the largest overseas revenue scale among listed companies, with an estimated 5.19 billion yuan in the first half of 2024 [18][19]. - Companies like Mifeng New Materials and Yingluohua have shown significant growth in overseas revenue, indicating their competitive position in international markets [18][19]. Group 6: Research and Development - R&D investment varies widely, with Mifeng New Materials and Zhongbei Tongci showing high R&D intensity at 13.64% and 13.83%, respectively [20][21]. - Xiamen Tungsten leads in R&D expenditure, reflecting its comprehensive industry chain and accumulated expertise [20][21]. Group 7: Future Business Plans - Companies are actively pursuing various business plans, such as Xiamen Tungsten's focus on domestic and international industrial cycles and Northern Rare Earth's investment in wet smelting and inorganic functional materials [22]. - The overall trend indicates a proactive approach to expanding business operations and enhancing competitiveness in the rare earth sector [22].

规模方面，稀土ETF嘉实近2周规模增长5.68亿元，实现显著增长，新增规模位居可比基金第一。份额方面，稀土ETF嘉实近1周份额增长3950.00万份，实现 显著增长。资金流入方面，拉长时间看，稀土ETF嘉实近5个交易日内有3日资金净流入，合计"吸金"1.15亿元。 截至6月18日，稀土ETF嘉实近1年净值上涨30.55%，指数股票型基金排名376/2857，居于前13.16%。从收益能力看，截至2025年6月19日，稀土ETF嘉实自成 立以来，最高单月回报为41.25%，最长连涨月数为4个月，最长连涨涨幅为83.89%，上涨月份平均收益率为9.64%。 数据显示，截至2025年5月30日，中证稀土产业指数前十大权重股分别为北方稀土、中国稀土、卧龙电驱、领益智造、厦门钨业、格林美、包钢股份、中国 铝业、金风科技、盛和资源，前十大权重股合计占比57.28%。 流动性方面，稀土ETF嘉实盘中换手2.74%，成交6681.43万元。拉长时间看，截至6月19日，稀土ETF嘉实近1周日均成交1.22亿元，居可比基金第一。 截至2025年6月20日 11:00，中证稀土产业指数上涨0.39%，成分股科恒股份上涨16.63% ...

流动性方面，稀土ETF嘉实盘中换手2.75%，成交6789.27万元。拉长时间看，截至6月18日，稀土ETF嘉实近1周日均成交1.51亿元，排名可比基金第一。 规模方面，稀土ETF嘉实近1周规模增长6994.64万元，实现显著增长，新增规模位居可比基金第一。份额方面，稀土ETF嘉实最新份额达21.67亿份，创近1 年新高，位居可比基金第一。 资金流入方面，稀土ETF嘉实最新资金净流入919.64万元。拉长时间看，近5个交易日内有4日资金净流入，合计"吸金"2.69亿元。 截至6月18日，稀土ETF嘉实近1年净值上涨30.55%，指数股票型基金排名376/2857，居于前13.16%。从收益能力看，截至2025年6月18日，稀土ETF嘉实自成 立以来，最高单月回报为41.25%，最长连涨月数为4个月，最长连涨涨幅为83.89%，上涨月份平均收益率为9.64%。 截至2025年6月19日 13:30，中证稀土产业指数下跌1.59%。成分股方面涨跌互现，丰元股份10cm涨停，科恒股份上涨9.17%，盛新锂能上涨8.02%；宁波韵升 领跌，北矿科技、安泰科技跟跌。稀土ETF嘉实(516150)回调蓄势。 数据显示，截 ...