企查查股权穿透显示，该公司由盛和资源旗下乐山盛和稀土有限公司、四川省乐山锐丰冶金有限公司共 同持股。 证券时报e公司讯，企查查APP显示，近日，四川三稀环保科技有限公司成立，法定代表人为严浩，注 册资本为1000万元，经营范围包含：放射性固体废物处理、贮存、处置；固体废物治理；环境保护监 测；再生资源销售；稀土功能材料销售；金属矿石销售；新材料技术研发等。 ...

编号：2024-05 证券代码：600392 证券简称：盛和资源 盛和资源控股股份有限公司 投资者关系活动记录表 | --- | --- | --- | --- | |------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

编号：2024-04 证券代码：600392 证券简称：盛和资源 盛和资源控股股份有限公司 投资者关系活动记录表 | --- | --- | |------------------------------------|------------------------------------------------------------------------------------------------------------| | 投资者关系活动类别"选 \n中项请打√" | £ 特定对象调研 £分析师会议 □媒体采访 □业绩说明会 □新闻 \n发布会 □路演活动 □现场参观 R 其他（电话会议） | | | 泉果基金管理有限公司、上海贵源投资有限公司、上海坤阳私募基金管 | | | 理有限公司、耕霁（上海）投资管理有限公司、上海普行资产管理有限 | | | 公司、上海山合私募基金管理中心(有限合伙)、深圳前海佰德纳资本管 | | | 理有限公司、上海磐耀资产管理有限公司、上海弘尚资产管理中心(有 | | | 限合伙 ) 、深圳前海佰德纳資本管理有限公司、国信证券股份有限公 | | 参与单位名称 | 司 ...

Revenue and Profit Performance - Revenue for the quarter decreased by 38.38% year-over-year to RMB 2,803,305,612.26, primarily due to lower prices of rare earth and zirconium-titanium products and reduced trade business income[2] - Net profit attributable to shareholders increased by 117.46% year-over-year to RMB 161,386,602.84, driven by a rebound in rare earth product prices and improved gross margins[2] - Operating revenue for the first three quarters of 2024 was RMB 8.24 billion, a significant decrease from RMB 13.11 billion in the same period of 2023[18] - Revenue for the quarter reached 8,241,327,138.94 RMB, compared to 13,106,984,372.23 RMB in the previous year[19] - Net profit for the quarter was 116,743,511.55 RMB, compared to 198,061,994.71 RMB in the previous year[20] - Net profit attributable to shareholders of the parent company was 92,869,635.79 RMB, compared to 158,190,900.78 RMB in the previous year[20] Cash Flow and Financial Position - Operating cash flow for the quarter decreased by 54.74% year-over-year to RMB 229,613,939.57, mainly due to reduced cash received from sales[7] - The company's inventory turnover improved, leading to a 291.45% increase in operating cash flow for the year-to-date period[9] - Cash and cash equivalents increased from RMB 2.33 billion at the end of 2023 to RMB 2.44 billion as of September 30, 2024[15] - Cash flow from operating activities was 652,426,378.67 RMB, compared to 166,670,614.23 RMB in the previous year[23] - Total cash inflows from operating activities were 10,407,567,460.31 RMB, compared to 12,943,742,635.40 RMB in the previous year[23] - Total cash outflows from operating activities were 9,755,141,081.64 RMB, compared to 12,777,072,021.17 RMB in the previous year[23] - Investment activities generated a net cash outflow of -587,793,921.37, a decrease from -463,695,614.26 in the previous period[25] - Cash inflows from investment activities totaled 82,277,604.84, down from 64,146,111.21[25] - Cash outflows from investment activities amounted to 670,071,526.21, up from 527,841,725.47[25] - Financing activities resulted in a net cash outflow of -146,544,473.21, an improvement from -317,928,004.94[25] - Cash inflows from financing activities reached 3,989,003,306.69, significantly higher than 2,218,491,894.74[25] - Cash outflows from financing activities totaled 4,135,547,779.90, up from 2,536,419,899.68[25] - The net increase in cash and cash equivalents was -95,422,405.93, compared to -603,760,095.15 in the previous period[25] - The ending balance of cash and cash equivalents stood at 1,446,942,595.90, down from 1,566,744,965.96[25] Assets and Liabilities - Total assets at the end of the reporting period stood at RMB 15,254,019,498.21, a slight decrease of 0.47% compared to the end of the previous year[3] - Total assets decreased slightly from RMB 153.26 billion at the end of 2023 to RMB 152.54 billion as of September 30, 2024[17] - Total liabilities decreased from RMB 55.63 billion at the end of 2023 to RMB 54.70 billion as of September 30, 2024[17] - Inventory decreased from RMB 4.89 billion at the end of 2023 to RMB 3.76 billion as of September 30, 2024[15] - Fixed assets increased from RMB 971.74 million at the end of 2023 to RMB 1.27 billion as of September 30, 2024[16] - Intangible assets increased significantly from RMB 313.57 million at the end of 2023 to RMB 984.41 million as of September 30, 2024[16] - Short-term borrowings remained relatively stable at around RMB 2.65 billion as of September 30, 2024[17] - Accounts receivable decreased from RMB 968.96 million at the end of 2023 to RMB 893.42 million as of September 30, 2024[15] - Equity attributable to owners of the parent company decreased from RMB 90.19 billion at the end of 2023 to RMB 87.96 billion as of September 30, 2024[17] Shareholder Information - Shareholders' equity attributable to the company decreased by 2.47% year-over-year to RMB 8,795,893,184.05[3] - The total number of ordinary shareholders at the end of the reporting period is 146,335[10] - The top shareholder, China Geological Academy of Mineral Resources Comprehensive Utilization Institute, holds 246,382,218 shares, accounting for 14.06% of the total shares[10] Earnings Per Share and Return on Equity - Basic earnings per share for the quarter increased by 117.44% year-over-year to RMB 0.09, reflecting the recovery in rare earth product prices[9] - Diluted earnings per share for the quarter also increased by 117.44% year-over-year to RMB 0.09[9] - Weighted average return on equity (ROE) for the quarter was 1.79%, up 0.99 percentage points year-over-year[3] - Basic earnings per share (EPS) were 0.0530 RMB, compared to 0.0902 RMB in the previous year[22] Non-Recurring Items - Non-recurring gains and losses for the quarter amounted to RMB 7,269,992.72, primarily due to government subsidies and other non-operating income[6] Production and Sales Volume - The production volume of rare earth oxides decreased by 18.12% year-on-year to 5,059.14 tons[13] - The sales volume of rare earth salts increased by 79.66% year-on-year to 5,770.59 tons[13] - The production volume of rare earth rare metals increased by 41.17% year-on-year to 5,871.38 tons[13] - The production volume of zircon sand increased by 75.32% year-on-year to 7,661.00 tons[13] - The sales volume of titanium ore (including rutile) decreased by 42.41% year-on-year to 9,761.19 tons[13] - The production volume of rare earth concentrate (including monazite) increased by 101.53% year-on-year to 7,296.91 tons[13] - The production volume of rare earth oxides for the first nine months of 2024 increased by 55.71% year-on-year to 19,215.88 tons[14] - The sales volume of zircon sand for the first nine months of 2024 increased by 38.94% year-on-year to 25,246.00 tons[14] Comprehensive Income - Other comprehensive income after tax was -297,720,836.01 RMB, compared to -466,137,013.60 RMB in the previous year[20] Sales Revenue - Sales revenue from goods and services was 10,034,320,671.44 RMB, compared to 12,544,623,831.82 RMB in the previous year[23]

①如何挖掘"并购主题"方向的投资机会；②缅甸稀土出口面临中断风险，供给抗动或催化价格超预期上 涨，当前商品价格已经较底部上涨近20%，Q4旺季订单正逐步兑现，产业供需格局优化下相关公司估 值弹性持续放大；③今日全市场机构研报共发布1054篇，同花顺等4股评级得到上调，12家公司获得首 度覆盖,其中骏亚科技获新财富分析师深度覆盖;④在个股机构关注度排行中,中宠股份首次上榜,前 五名依次为宁德时代>珀莱雅>甘源食品>中宠股份>爱美客。 【宏观策略·机构观点】 | --- | --- | --- | |----------------------------------------------|-------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

编号：2024-03 证券代码：600392 证券简称：盛和资源 盛和资源控股股份有限公司 投资者关系活动记录表 | --- | --- | |-----------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | 投资者关系 ...

证券代码：600392 证券简称：盛和资源 盛和资源控股股份有限公司 投资者关系活动记录表 编号：2024-02 | --- | --- | |------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

2024 年半年度报告 公司代码：600392 公司简称：盛和资源 盛和资源控股股份有限公司 2024 年半年度报告 1 / 202 2024 年半年度报告 重要提示 一、 本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确性、 完整性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、 未出席董事情况 未出席董事职务 未出席董事姓名 未出席董事的原因说明 被委托人姓名 董事 王晓晖 在国外，委托出席 黄平 三、 本半年度报告未经审计。 四、 公司负责人黄平、主管会计工作负责人王晓晖及会计机构负责人（会计主管人员）李抗声明： 保证半年度报告中财务报告的真实、准确、完整。 五、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 报告期，公司不进行利润分配及资本公积金转增股本。 六、 前瞻性陈述的风险声明 √适用 □不适用 本报告中所涉及的未来计划、发展战略等前瞻性描述不构成公司对投资者的实质承诺，敬请 投资者注意投资风险。 七、 是否存在被控股股东及其他关联方非经营性占用资金情况 否 八、 是否存在违反规定决策程序对外提供担保的情况 否 九、 是否存在半 ...

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、完整性承担个别及连带责任。 盛和资源控股股份有限公司 重要内容提示： 预计 2024 年半年度实现归属于上市公司股东的扣除非经常性损益的净利润为 -5,300 万元到-7,700 万元，比上年同期减少 8,107.50 万元到 10,507.50 万元。 （一）业绩预告期间 （二）业绩预告情况 2、预计 2024 年半年度实现归属于上市公司股东的扣除非经常性损益的净利润为 -5,300 万元到-7,700 万元，与上年同期（法定披露数据）相比，减少 8,107.50 万元 到 10,507.50 万元。 二、上年同期业绩情况 （二）每股收益：0.0479 元。 报告期内，公司主要产品销量有所增长，但受主要稀土产品市场价格同比大幅下 降，锆钛产品市场价格相对弱势运行，以及进口稀土精矿和海滨砂等原材料成本变动 滞后等因素影响，公司主要产品销售均价及毛利率较上年同期大幅下降，导致公司本 报告期利润较上年同期下降。 公司不存在影响本次业绩预告内容准确性的重大不确定因素。 以上预告数据仅为公司财务部门初步核算数 ...

证券代码：600392 证券简称：盛和资源 盛和资源控股股份有限公司 投资者关系活动记录表 编号：2024-01 投资者关系活动类别“选 £特定对象调研 £分析师会议 □媒体采访 □业绩说明会 □新闻 中项请打√” 发布会 □路演活动 □现场参观 R其他（电话会议） 广发证券股份有限公司、信达证券股份有限公司、西部证券股份有限公 司、华西证券股份有限公司、长江证券股份有限公司、中邮证券有限责 任公司、国盛证券有限责任公司、中信证券股份有限公司、海通证券股 份有限公司、华福证券有限责任公司、国金证券股份有限公司、东北证 参与单位名称 券股份有限公司、华泰证券、上海浦东发展银行股份有限公司、中国中 金财富证券有限公司、睿远基金管理有限公司、上海大智慧股份有限公 司、金股证券投资咨询广东有限公司、青岛金光紫金股权投资基金企业 (有限合伙)、鸿运私募基金管理（海南）有限公司、 时间 2024年4月30日 ...