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]

Group 1 - The core viewpoint of the news is that Beikong Technology (600980) has shown a positive performance in stock trading, with a closing price of 22.84 yuan, an increase of 4.2% as of August 15, 2025 [1] - The company experienced a net inflow of main funds amounting to 38.70 million yuan, accounting for 11.28% of the total transaction amount [1] - The latest financial report indicates that the total operating revenue for the first quarter of 2025 was 235 million yuan, representing a year-on-year growth of 16.37%, while the net profit attributable to shareholders was 20.76 million yuan, up 5.67% year-on-year [1] Group 2 - Beikong Technology has made investments in four external companies and has participated in one bidding project [2] - The company holds a total of 101 patents and has one trademark registered, along with seven administrative licenses [2] - Beikong Technology was established in 2000 and is based in Beijing, focusing primarily on research and experimental development [1][2]

| 股票简称 | 股票代码 | 限售股类型 | 解禁股数 | | --- | --- | --- | --- | | 中盐化工 | 600328 | 股权激励限售流通 | 96.08万 | | 北矿科技 | 600980 | 增发A股原股东配售上市 | 1211.76万 | | 福莱特 | 601865 | 股权激励限售流通 | 92万 | | 王子新材 | 002735 | 股权激励限售流通 | 408.24万 | | 三元生物 | 301206 | 延长限售锁定期流通 | 9294.6万 | | 维海德 | 301318 | 发行前股份限售流通 | 1350万 | | 满坤科技 | 301132 | 发行前股份限售流通 | 1亿 | | 亚信安全 | 688225 | | 1.91亿 | | 德科立 | 688205 | | 4419.84万 | | 碧兴物联 | 688671 | | 98.15万 | 智通财经APP获悉，8月11日共有10家上市公司的限售股解禁，解禁总市值约103.33亿元。 今日具体限售解禁股情况如下： ...

天眼查商业履历信息显示，北矿科技股份有限公司，成立于2000年，位于北京市，是一家以从事研究和 试验发展为主的企业。企业注册资本18926.3526万人民币，实缴资本6500万人民币。公司法定代表人为 卢世杰。 金融界消息 截至2025年8月8日收盘，北矿科技（600980）报收于22.37元，下跌2.23%，换手率6.53%， 成交量11.47万手，成交金额2.56亿元。 通过天眼查大数据分析，北矿科技股份有限公司共对外投资了4家企业，参与招投标项目1次，知识产权 方面有商标信息1条，专利信息101条，此外企业还拥有行政许可7个。 来源：金融界 资金流向方面，今日主力资金净流出1271.96万元，占比成交额4.96%。其中，超大单净流出615.22万 元、占成交额2.4%，大单净流出656.73万元、占成交额2.56%，中单净流出流入633.54万元、占成交额 2.47%，小单净流入638.41万元、占成交额2.49%。 北矿科技最新一期业绩显示，截至2025一季报，公司营业总收入2.35亿元、同比增长16.37%，归属净利 润2075.81万元，同比增长5.67%，扣非净利润1631.73万元，同比减少1 ...

部分限售股上市流通的公告 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、准确性和完整性依法承担法律责任。 重要内容提示： ? 本次股票上市类型为非公开发行股份；股票认购方式为网下，上市股数为 本次股票上市流通总数为12,117,610股。 ? 本次股票上市流通日期为2025 年 8 月 11 日。 一、本次限售股上市类型 证券代码：600980 证券简称：北矿科技 公告编号：2025-024 北矿科技股份有限公司 发行股份及支付现金购买资产并募集配套资金暨关联交易之 北矿科技股份有限公司（以下简称"北矿科技"或"公司"）本次限售股上市 流通类型为发行股份及支付现金购买资产并募集配套资金暨关联交易之发行股份 购买资产对应的限售股。 （一）股票发行核准情况 公司于 2022 年 7 月 4 日收到中国证券监督管理委员会（以下简称"中国证监 会"） 《关于核准北矿科技股份有限公司发行股份购买资产并募集配套资金的批复》 （证监许可[2022]1398 号），核准公司发行股份购买相关资产，并核准公司发行股 份募集配套资金不超过 6,800 万元。详见《北矿科技关于 ...

Group 1 - The company Beikong Technology (SH 600980) announced that approximately 12.12 million restricted shares will be unlocked and listed for trading on August 11, 2025 [2] - For the year 2024, the company's revenue composition is as follows: mining equipment accounts for 76.13%, magnetic materials account for 23.75%, and other businesses account for 0.13% [2]