1月14日，中钨在线数据数据显示，黑钨精矿价格突破50万元/吨大关。对此，厦门钨业证券部工作人员 回应称，黑钨精矿属于原材料，公司有采购，也有自产。原材料价格上涨，下游产品也会有相应的涨价 动作，有传导效应。对于黑钨精矿涨价的原因，上述证券部工作人员表示，一方面和供需紧平衡有关 系，另一方面和市场情绪以及未来预期有关。目前来看，整体预期还是向好。（中证金牛座） ...

Group 1 - The core viewpoint of the article highlights a significant increase in rare earth product prices, with specific products like praseodymium-neodymium oxide and metal experiencing notable price hikes [1] - Praseodymium-neodymium oxide average price rose to 671,900 CNY/ton, an increase of 29,200 CNY/ton, while metal praseodymium-neodymium reached 816,000 CNY/ton, up by 36,000 CNY/ton [1] - The price of dysprosium oxide increased to 1,441,500 CNY/ton, up by 18,000 CNY/ton, and terbium oxide reached 6,242,500 CNY/ton, rising by 27,500 CNY/ton [1] Group 2 - The rapid price increase of praseodymium-neodymium oxide, which surged from 630,000 CNY/ton to 671,900 CNY/ton within two trading days, reflects a 6.65% rise [1] - Factors contributing to the price surge include limited supply from major waste processing companies and increased purchasing demand from magnetic material enterprises [1] - The overall rare earth market is showing strong performance, with a need to monitor the purchasing pace and acceptance levels of downstream magnetic material companies [1] Group 3 - A-share market performance of rare earth permanent magnet concept stocks shows positive trends, with companies like Antai Technology and Xiamen Tungsten rising by 3.46% and 2.96% respectively [1] - Specific stock prices include Antai Technology at 29.27 CNY, Xiamen Tungsten at 50.48 CNY, and Galaxy Magnetic at 33.48 CNY, indicating a general upward trend in the sector [1]

2026 年第一次临时股东会 会议资料 董秘办编制 2026 年第一次临时股东会会议资料 厦门钨业股份有限公司 2026 年第一次临时股东会会议资料 厦门钨业股份有限公司 关于召开 2026 年第一次临时股东会的通知 一、 召开会议的基本情况 2026 年 1 月 1 / 45 | | | (一) 股东会类型和届次 2026年第一次临时股东会 (二) 股东会召集人：董事会 (三) 投票方式：本次股东会所采用的表决方式是现场投票和网络投票相 结合的方式 (四) 现场会议召开的日期、时间和地点 召开的日期时间：2026 年 1 月 21 日 14 点 30 分 召开地点：厦门市思明区展鸿路 81 号翔业国际大厦 21 层本公司 1 号会议室 (五) 网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东会网络投票系统 网络投票起止时间：自2026 年 1 月 21 日 至2026 年 1 月 21 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 东会召开当日的交易时间段，即 9:15-9:25，9:30-11:30，13:00-15:00；通过 互联网投票平台的投票时间为股 ...

招商和惠养老目标日期2040三年持有期混合(FOF)A（012037）成立日期2022年1月5日，最新规模1.13 亿。今年以来收益3.42%，同类排名400/1345；近一年收益20.64%，同类排名497/1034；成立以来收益 14.11%。 招商和惠养老目标日期2040三年持有期混合(FOF)A（012037）基金经理为章鸽武。 截至发稿，章鸽武累计任职时间6年266天，现任基金资产总规模15.08亿元，任职期间最佳基金回报 45.71%， 任职期间最差基金回报-34.2%。 1月14日，厦门钨业涨2.47%，截至发稿，报50.24元/股，成交34.02亿元，换手率4.35%，总市值797.60 亿元。厦门钨业股价已经连续4天上涨，区间累计涨幅14.68%。 资料显示，厦门钨业股份有限公司位于福建省厦门市思明区展鸿路81号翔业国际大厦21-22层，成立日 期1997年12月30日，上市日期2002年11月7日，公司主营业务涉及从事钨精矿、钨钼中间制品、粉末产 品、丝材板材、硬质合金、切削刀具、各种稀土氧化物、稀土金属、稀土发光材料、磁性材料和稀土贮 氢、系列锂电池材料等其他能源新材料的生产、销售与研发 ...

Group 1 - Domestic copper and aluminum futures prices have risen significantly as of January 14, 2026, indicating a positive trend in the industrial metals market [1] - The Industrial Nonferrous ETF (560860) closely tracks the CSI Industrial Nonferrous Metals Theme Index, which includes leading companies in copper, aluminum, and rare earths, attracting substantial capital inflows [1][3] - The fund experienced a net inflow of 250 million on January 13, with a total of 1.825 billion in net inflows over the past five trading days, and nearly 2.7 billion in the last ten days [1] Group 2 - The CSI Industrial Nonferrous Metals Theme Index comprises 30 leading companies in the industrial nonferrous metals sector, with copper (34.4%), aluminum (21.8%), and rare earths (13.6%) making up nearly 70% of the index as of January 9 [5] - The top ten constituent stocks of the index include major players such as Luoyang Molybdenum, Northern Rare Earth, and China Aluminum, collectively accounting for 56.18% of the index [7] - The Industrial Nonferrous ETF (560860) is the only ETF product tracking the CSI Industrial Nonferrous Metals Theme Index, providing investors with an efficient solution to invest in this sector [7]

Core Viewpoint - The company has approved a capital increase for its subsidiary, Jinlong Rare Earth, through a directed stock issuance, allowing all shareholders to subscribe according to their existing shareholding ratios [1]. Group 1 - The company’s board approved a proposal for Jinlong Rare Earth to implement a directed stock issuance plan, with all shareholders subscribing in proportion to their original holdings [1]. - The directed issuance will not exceed 26,680,000 new shares, and the approval is valid for 12 months from the date of issuance [1][2]. - Jinlong Rare Earth must strictly follow the application documents submitted to the company for the stock issuance [2]. Group 2 - Jinlong Rare Earth is required to report any significant events that may affect the stock issuance before the completion of the new stock listing procedures [2]. - After the stock issuance, Jinlong Rare Earth must timely handle the listing procedures for the new shares as per regulations [3]. - The funds raised from the stock issuance will be used for purposes disclosed in the issuance prospectus, and the company will maintain its controlling stake in Jinlong Rare Earth [4].

登录新浪财经APP 搜索【信披】查看更多考评等级 股票代码：600549 股票简称：厦门钨业 公告编号：临-2026-001 厦门钨业股份有限公司 关于向控股子公司金龙稀土增资 暨关联交易的进展公告 五、金龙稀土本次股票定向发行的募集资金应当用于定向发行说明书披露的用途。 本次发行系金龙稀土全体原股东同比例认购，公司持有金龙稀土的股份数增加，持股比例保持不变，仍 是金龙稀土的控股股东。公司将严格按照有关法律、法规的要求在规定期限内办理本次参与金龙稀土在 全国股转公司定向发行相关事宜，并及时履行信息披露义务。敬请广大投资者关注，并注意投资风险。 特此公告。 厦门钨业股份有限公司 2025年11月18日，厦门钨业股份有限公司（以下简称"公司"）第十届董事会第二十次会议审议通过了 《关于向控股子公司金龙稀土增资暨关联交易的议案》，同意公司控股子公司福建省金龙稀土股份有限 公司（简称"金龙稀土"）实施股票定向发行方案，金龙稀土全体股东均按各自的原持股比例认购本次发 行股票。同日，公司与金龙稀土签署了《附生效条件的股份认购协议》。具体详见公司2025年11月19日 于上海证券交易所网站（www.sse.com.cn）披 ...

股票代码：600549 股票简称：厦门钨业 公告编号：临-2026-001 厦门钨业股份有限公司 四、金龙稀土应当在完成股票定向发行后，按照规定及时办理新增股票挂牌 手续。 五、金龙稀土本次股票定向发行的募集资金应当用于定向发行说明书披露的 用途。 本次发行系金龙稀土全体原股东同比例认购，公司持有金龙稀土的股份数增 加，持股比例保持不变，仍是金龙稀土的控股股东。公司将严格按照有关法律、 1 / 2 关于向控股子公司金龙稀土增资暨关联交易的进展 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。 2025 年 11 月 18 日，厦门钨业股份有限公司（以下简称"公司"）第十届 董事会第二十次会议审议通过了《关于向控股子公司金龙稀土增资暨关联交易的 议案》，同意公司控股子公司福建省金龙稀土股份有限公司（简称"金龙稀土"） 实施股票定向发行方案，金龙稀土全体股东均按各自的原持股比例认购本次发行 股票。同日，公司与金龙稀土签署了《附生效条件的股份认购协议》。具体详见 公司 2025 年 11 月 19 日于上海证券交易所网站（www ...

Core Viewpoint - In 2025, the Chinese stock market showed remarkable performance, with the Shanghai Composite Index increasing by 18.4% year-on-year, reaching 3968.84 points by December 31, 2025 [1] Group 1: Performance of Xiamen Listed Companies - In 2025, 70 listed companies in Xiamen performed well, with 42 companies outperforming the market [1] - 15 listed companies in Xiamen reached historical highs in stock prices, reflecting strong operational fundamentals and growth potential [2] - The total market capitalization of the 70 listed companies in Xiamen was 9030.35 billion, a 44.1% increase compared to the previous year [2] - 30 companies had a market capitalization exceeding 100 billion, accounting for over 40% of the total, with Xiamen Tungsten leading at 651.86 billion [2] - 56 companies saw an increase in market capitalization, with 13 companies experiencing growth exceeding 100% [2] Group 2: New Listings and Recognition - In 2025, Xiamen added 6 new listed companies, the highest in nearly four years, including 2 A-share companies [5] - Among the 70 listed companies, 26 were recognized as national "specialized and innovative" small giant enterprises, and over 80% were high-tech enterprises [6] - Several Xiamen listed companies received honors, including Xiamen Tungsten and Jibite, recognized for best practices in corporate governance [7][9] - The number of listed companies in Xiamen has surpassed 100, with 70 being domestic listed companies, representing about 40% of the provincial total [10]

Core Viewpoint - The Baotou Rare Earth Products Exchange (referred to as "Rare Exchange") has officially launched a rare earth price index, which aims to provide timely, accurate, and transparent price references for the rare earth industry, reflecting overall price trends and changes in specific varieties [1]. Group 1: Price Index Launch - The rare earth price index is based on the exchange's trading data and extensive collection of compliant trade data, developed using rigorous index models from research institutions [1]. - The index covers mainstream rare earth products such as lanthanum, cerium, praseodymium, and neodymium, and has gained significant attention since its announcement [1]. - The exchange plans to continuously optimize the index content, enrich the index system, and expand its application to serve the development of a unified national market for rare earths [1]. Group 2: Historical Context and Company Information - The Rare Exchange was established with contributions from 13 major rare earth enterprises and institutions, officially opening in March 2014 after passing national inspections [2]. - In January 2026, Baogang Co. and Northern Rare Earth both announced an increase in the associated transaction price for rare earth concentrates to 26,834 yuan/ton (excluding tax) [2][3]. - The price adjustment mechanism indicates that for every 1% change in REO (Rare Earth Oxide), the price will increase or decrease by 536.68 yuan/ton [3]. Group 3: Price Trends - The price of rare earth concentrates has been on the rise since 2024, with the fourth quarter of 2025 seeing a 37% increase from the previous quarter, adjusting to 26,205 yuan/ton [4][5]. - Rare earths are classified into light and heavy rare earths, with heavy rare earths being rarer and more unevenly distributed, primarily concentrated in China [5].