证券代码：600549 证券简称：厦门钨业 公告编号：临-2025-070 厦门钨业股份有限公司 关于控股子公司厦钨新能披露其 2025 年半年度报 告的提示性公告 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。 厦门钨业股份有限公司控股子公司厦门厦钨新能源材料股份有限公司（以 下 简 称 " 厦 钨 新 能 "） 于 2025 年 8 月 21 日 在 上 海 证 券 交 易 所 网 站 （www.sse.com.cn）披露了《厦门厦钨新能源材料股份有限公司 2025 年半年度 报告》、《厦门厦钨新能源材料股份有限公司 2025 年半年度报告摘要》。 | 项目 | 2025 年 6 月 30 日 | 上年度末 | | 变动情况 | | --- | --- | --- | --- | --- | | | | 调整后 | 调整前 | （%） | | 总资产 | 15,852,877,684.44 | 14,919,095,066.84 | 14,747,201,717.65 | 6.26 | | 归属于上市公司 股东的净资产 | ...

厦门钨业：上半年净利润3.069亿元人民币。 ...

Group 1 - The A-share market showed mixed performance on August 20, with the Shanghai Composite Index rising by 0.11%, driven by gains in sectors such as non-ferrous metals, food and beverage, and banking, while computer and pharmaceutical sectors faced declines [1] - The machine tool sector demonstrated strength, with the Machine Tool ETF (159663.SZ) increasing by 0.08%. Notable individual stock performances included Zhejiang Haideman rising by 11.14%, Guoji Precision Engineering by 8.61%, and Ningbo Jingda by 4.85% [1] - According to IDC, the global robot market is projected to exceed $400 billion by 2029, with China expected to account for nearly half of this market. In 2024, the global commercial service robot shipment is anticipated to surpass 100,000 units, with delivery and cleaning robots dominating the market [1] Group 2 - Huachuang Securities reports that the humanoid robot industry is rapidly developing due to the open-sourcing of AI large models and the Nvidia Cuda robot ecosystem. The long-term market potential is expected to reach a trillion-dollar scale, with mass production of humanoid robots anticipated to begin around 2025 [1] - The Machine Tool ETF closely tracks the China Machine Tool Index, which encompasses critical segments of the high-end equipment manufacturing sector, including laser equipment, machine tools, robots, and industrial control equipment, reflecting the core of innovation-driven industrial upgrades [2]

上期（总第210期）A股绿色周报显示，共有8家上市公司在近期暴露了环境风险。 | | 建筑装饰 | | | --- | --- | --- | | | | 北京市 | | | 煤炭 | 山西省 | | 环境违法违规 | 有色金属 | 内蒙古自治区 | | | 电力设备 | 江苏省 | | | 公用事业 | 河北省 | | | 家用电器 | 广东省 | 每经AI快讯，"A股绿色报告"项目监控到的数据显示，厦门钨业（SH600549）间接控股子公司厦门金鹭硬质合金有限公司厦门金鹭 硬质合金工业园110千伏外线工程（一期进线）环评审批获同意。该项目总投资额达1843万元。该审批信息于2025年8月5日被相关监 管机构披露。 "A股绿色报告"项目由每日经济新闻联合环保领域知名NGO公众环境研究中心（IPE）共同推出，旨在让上市公司环境信息更加阳光 透明。本项目基于31个省（区、市）、337个地级市政府发布的权威环境监管数据，筛选监控上市公司及其旗下公司（包括分公司、 参股公司和控股公司）的环境表现，加以专业数据分析及深入解读，每日智能写作及时发布上市公司AI绿报，每周推出A股绿色周 报，定期动态更新上市公司环境风险榜 ...

证券之星消息，8月19日小金属板块较上一交易日上涨1.93%，云南锗业领涨。当日上证指数报收于 3727.29，下跌0.02%。深证成指报收于11821.63，下跌0.12%。小金属板块个股涨跌见下表： 从资金流向上来看，当日小金属板块主力资金净流出20.81亿元，游资资金净流入3.26亿元，散户资金净 流入17.55亿元。小金属板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002428 | 云南错业 | 4.25 Z | 15.30% | -2.38 Z- | -8.58% | -1.86 Z | -6.72% | | 000657 | 中钨高新 | 1.40 Z | 4.39% | -1.03 Z | -3.23% | -3671.65万 | -1.15% | | 000831 | 中国稀土 | 7769.77万 | 1.42% | -1.50 Z | -2.75% | 7253.99 ...

Core Viewpoint - The rare earth sector experienced a strong surge on the 19th, with significant price increases driven by robust demand from industries such as electric vehicles and home appliances, alongside tight supply conditions [1] Group 1: Market Performance - Huahong Technology hit the daily limit up, achieving three consecutive gains, while Beikong Technology and Lingyi Zhi Zao also reached the daily limit up [1] - Northern Rare Earth rose over 6%, and companies like Xiamen Tungsten, Jiuling Technology, and Dadi Bear saw increases of over 3% [1] Group 2: Price Trends - As of August 15, the price of praseodymium and neodymium oxide reached 593,000 yuan per ton, with a daily increase of 5.6% [1] - The price of metallic praseodymium and neodymium was 720,000 yuan per ton, reflecting a daily rise of 4.7% [1] Group 3: Demand and Supply Dynamics - The current growth in downstream demand for rare earths is coupled with tight upstream supply, benefiting from strong orders in the magnetic materials sector [1] - Continuous growth in export demand further solidifies the foundation for price increases [1] Group 4: Future Outlook - CITIC Securities believes that praseodymium and neodymium prices will maintain a strong performance due to ongoing growth in demand from electric vehicles, air conditioning, and consumer electronics [1] - The acceleration of commercialization in humanoid robots is expected to open up future demand growth for rare earth permanent magnets [1] - The fundamental support suggests that rare earth prices are likely to remain stable and may continue to rise, with a sustained recommendation for allocation in the rare earth permanent magnet sector [1]

Group 1 - The rare earth permanent magnet concept continues to rise, with companies such as Jiuwu Gaoke, Jintian Co., Huahong Technology, and Beikong Technology hitting the daily limit [1] - Other companies like Northern Rare Earth, Xiamen Tungsten, Lingyi Zhizao, Jiuling Technology, Zhangyuan Tungsten, and Dadi Xiong also experienced gains [1]

Core Viewpoint - The rare earth sector experienced a significant increase, with several companies showing notable gains in their stock prices [1] Group 1: Company Performance - Huahong Technology saw a substantial rise of 8.35% in its stock price [1] - Northern Rare Earth increased by 4.52% [1] - Shenghe Resources rose by 2.80% [1] - Xiamen Tungsten gained 1.21% [1] - Guangsheng Nonferrous Metals experienced a 0.83% increase [1]

Group 1 - Recent price increases in various chemical and industrial products have raised market concerns about the drivers behind this surge, its sustainability, and the potential for performance recovery among upstream and downstream companies in the industry [1][3] - Tungsten prices have reached a milestone, with APT (Ammonium Paratungstate) quoted at 300,000 yuan/ton, and both black and white tungsten concentrates (≥65%) surpassing 200,000 yuan/ton, marking a 45% increase compared to the year's low and exceeding the peak levels of 2011 [1][3] - The price surge began in late April, with black tungsten concentrate prices breaking through 180,000 yuan/ton by mid-July, and leading companies like Zhangyuan Tungsten and Xiamen Tungsten seeing significant price increases in their long-term contracts [3][4] Group 2 - Upstream mining companies are the biggest winners from the price surge, with Zhangyuan Tungsten reporting a 32.65% year-on-year increase in revenue to 2.406 billion yuan and a 2.54% increase in net profit to 115 million yuan for the first half of 2025 [4] - Xiamen Tungsten's revenue for the same period reached 931 million yuan, a 3.24% increase, with a net profit of 18.38 million yuan, marking a return to profitability [4] - Downstream hard alloy companies are facing pressure from rising raw material costs, leading them to increase prices for their products in response to the cost pressures [4][6] Group 3 - Analysts predict that the tungsten market may face a supply-demand adjustment due to tightening supply and softening demand from downstream enterprises, which are exhibiting a cautious attitude towards high prices [6][7] - The market may enter a period of adjustment if demand continues to shrink, necessitating close monitoring of annual production indicators and the progress of new mining releases [7]

Core Viewpoint - Xiamen Tungsten (600549.SH) is actively promoting the application of tungsten wire in robotic tendon-related fields, highlighting its excellent fatigue resistance and tensile strength, which are crucial for high-precision movements in surgical robots [1] Company Summary - The company has indicated that tungsten wire is utilized in the production of micro-mechanical cables for surgical robots, ensuring high precision without compromising strength [1] - Xiamen Tungsten is focusing on expanding the use of tungsten wire in the robotics sector, particularly in applications related to tendon strings [1]