证券代码：600980 证券简称： 北矿科技 公告编号：2025-025 北矿科技股份有限公司 股票交易异常波动公告 ● 经公司自查并书面征询公司控股股东矿冶科技集团有限公司核实，截至本 公告披露日，除已披露事项外，确认不存在其他应披露而未披露的重大事项。 ● 敬请广大投资者注意二级市场交易风险，理性决策，审慎投资。 一、股票交易异常波动的具体情况 公司股票于 2025 年 8 月 19 日、8 月 20 日连续两个交易日内日收盘价格涨幅 偏离值累计超过 20%，根据《上海证券交易所交易规则》的有关规定，属于股票交 易异常波动情形。 二、公司关注并核实的相关情况 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： ● 北矿科技股份有限公司（以下简称"公司"）股票于 2025 年 8 月 19 日、8 月 20 日连续两个交易日内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》的有关规定，属于股票交易异常波动情形。 针对公司股票异常波动，公司对有关事项进行了核查，并询问了公司管理层、 公司控股股 ...

Market Performance - The specialized equipment sector increased by 1.14% on August 20, with Zhuozhao Adhesive leading the gains [1] - The Shanghai Composite Index closed at 3766.21, up 1.04%, while the Shenzhen Component Index closed at 11926.74, up 0.89% [1] Top Gainers - Zhuozhao Adhesive (code: 873726) closed at 51.83, up 19.67% with a trading volume of 96,400 shares and a transaction value of 449 million [1] - Deep Science and Technology (code: 688328) closed at 30.71, up 11.59% with a trading volume of 84,200 shares and a transaction value of 246 million [1] - Shanghai Yahui (code: 603159) closed at 22.39, up 10.02% with a trading volume of 101,400 shares and a transaction value of 222 million [1] Top Losers - Suda Co., Ltd. (code: 001277) closed at 48.78, down 10.00% with a trading volume of 48,100 shares and a transaction value of 24.5 million [2] - General Elevator (code: 300931) closed at 9.11, down 9.53% with a trading volume of 394,100 shares and a transaction value of 368 million [2] - Zhongyou Technology (code: 688648) closed at 70.71, down 8.17% with a trading volume of 62,700 shares and a transaction value of 455 million [2] Capital Flow - The specialized equipment sector experienced a net outflow of 753 million from institutional investors, while retail investors saw a net inflow of 949 million [2][3] - The top stocks with significant net inflows from retail investors include Wucheng Vacuum (code: 301392) with 71.41 million and Material Gold Wheel (code: 002722) with 128 million [3]

Core Viewpoint - The stock price of Beikong Technology experienced an abnormal fluctuation with a cumulative increase of over 20% in two consecutive trading days, prompting an internal review and verification with the controlling shareholder [1] Financial Performance - The company specializes in mining and metallurgical equipment and magnetic materials, reporting a main revenue of 1,186.45 million yuan in 2024 [1] - In the first quarter of 2025, the company achieved a revenue of 234.63 million yuan, reflecting a year-on-year growth of 16.37% [1] Operational Status - The company's production and operations are normal, with no media reports, rumors, or trending concepts identified that could impact the stock price [1] - During the period of stock price fluctuation, relevant personnel did not engage in buying or selling the company's stock [1]

Core Viewpoint - The stock price of Beikong Technology increased by over 8%, indicating strong market interest and potential growth in the sector [1] Company Performance - Beikong Technology's stock surge reflects positive investor sentiment and market dynamics [1] - Other companies such as Jinli Permanent Magnet, Sanchuan Wisdom, Keheng Co., Invt, Zhongke Magnetic Industry, Dadi Bear, and Yinstar also experienced stock price increases, suggesting a broader trend in the industry [1]

Core Viewpoint - The A-share market continues to show strong performance in the robotics sector, with several stocks hitting their daily price limits and significant year-to-date gains [1] Stock Performance Summary - Jinbai Ze (金百泽) reached a 20% limit up, with a total market value of 3.63 billion and a year-to-date increase of 42.36% [1] - Kesen Technology (科森科技) saw a 10.03% increase, with a market cap of 6.997 billion and a year-to-date rise of 61.67% [1] - Beikang Technology (北矿科技) increased by 10.01%, with a market value of 5.303 billion and an impressive year-to-date gain of 84.46% [1] - Southern Precision (南方精工) also hit a 10% limit up, with a market cap of 11.5 billion and a year-to-date increase of 157.82% [1] - Tongda Power (通达动力) rose by 9.98%, with a market value of 3.474 billion and a year-to-date increase of 23.35% [1] - Taihao Technology (泰豪科技) increased by 9.98%, with a market cap of 11 billion and a year-to-date rise of 137.82% [1] - Huachangda (华昌达) rose by 8.03%, with a market value of 9.183 billion and a year-to-date increase of 10.43% [1] - Huamin Co. (华民股份) increased by 7.66%, with a market cap of 5.115 billion and a year-to-date rise of 56.91% [1] - Jiemai Technology (洁美科技) rose by 6.77%, with a market value of 12.6 billion and a year-to-date increase of 41.51% [1] - Xinyi Chang (新益昌) increased by 6.68%, with a market cap of 8.232 billion and a year-to-date rise of 80.34% [1] - Shanghai Mechanical and Electrical (上海机电) rose by 6.08%, with a market value of 32.8 billion and a year-to-date increase of 81.19% [1] - Other notable performers include Zhuozhao Point Glue (卓兆点胶) with a 5.61% increase, Wolong Electric Drive (卧龙电驱) with a 5.41% increase, and Lingyi Intelligent Manufacturing (领益智造) with a 5.31% increase [1]

Industry Overview - The rare earth sector experienced a significant rally on the 20th, with companies such as Beikong Technology and Dongfang Zirconium hitting the daily limit, while Jintian Co. rose nearly 9% and Jinli Permanent Magnet and Northern Rare Earth increased by over 3% [1] - Last week, rare earth prices surged rapidly, primarily driven by strong demand from multiple major magnetic material manufacturers simultaneously conducting bidding activities for praseodymium and neodymium metals [1] - The domestic orders have surged due to a significant price gap between domestic and international markets, leading to a spike in restocking orders [1] - Heightened trade conflicts have exacerbated supply chain concerns, prompting European and American manufacturers to increase their safety stock levels, which is expected to drive rare earth prices higher than anticipated [1] Company Insights - Huatai Securities emphasizes the strategic importance of rare earths and is optimistic about the upward price trend, predicting that the price center for rare earths will continue to rise from 2025 to 2026 [1] - The strategic significance of rare earths has become increasingly prominent in the context of "de-globalization" [1] - The active performance of the praseodymium and neodymium metal auctions that started in July reflects strong market bullish sentiment [1] - With the anticipated upward movement in rare earth price centers, it is expected that the performance of related companies will continue to improve [1]

Group 1 - The rare earth permanent magnet sector experienced a low opening followed by a strong recovery, indicating positive market sentiment [1] - Beikong Technology reached the daily limit increase, showcasing significant investor interest [1] - Other companies such as Jinli Permanent Magnet, Sanchuan Wisdom, Keheng Co., Yingteng, Zhongke Magnetic, Dadi Bear, and Yinstar also saw upward movement in their stock prices [1]

证券之星消息，8月19日专用设备板块较上一交易日上涨0.1%，南风股份领涨。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%。专用设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300004 | 南风股份 | 11.44 | 13.72% | 167.43万 | | 19.10亿 | | 600980 | 北矿科技 | 25.47 | 10.02% | 21.86万 | | · 5.39亿 | | 600835 | 上海机电 | 30.27 | 9.99% | 30.94万 | | 9.18亿 | | 301128 | 强瑞技术 | 97.98 | 9.73% | 18.14万 | | 17.10亿 | | 300879 | 大叶股份 | 38.38 | 9.25% | 36.92万 | | 13.79亿 | | 300813 | 泰林生物 | 26.25 | 7.63% | 7.83万 | | 2.07 ...

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]