Market Overview - A-shares experienced a strong upward movement on June 9, with the Shanghai Composite Index briefly returning to 3400 points, and nearly 3700 stocks in the green. The half-day trading volume reached 823 billion, an increase of 764 billion compared to the previous trading day [1] Factors Influencing Market Strength - The strengthening of indices is attributed to three main factors: 1. Central Huijin becoming the actual controller of eight companies including Xinda Securities, which is expected to drive a new round of mergers and acquisitions in the securities industry [2][5] 2. The Shanghai Stock Exchange held a meeting encouraging listed companies to increase dividend payouts, thereby enhancing investment value [3] 3. The Ministry of Commerce stated that the export control of rare earths aligns with international practices, having approved a certain number of compliant applications [4] Sector Performance - **Brokerage Sector**: The "bull market leader" brokerage stocks surged, with Xinda Securities hitting the daily limit. Other stocks like Yong'an Futures and Nanhua Futures also reached their daily limits, driven by the announcement of Central Huijin's control over several securities firms [5] - **Pharmaceutical Sector**: The innovative drug and CRO sectors saw significant gains, with multiple stocks such as Zhongseng Pharmaceutical and Ruizhi Pharmaceutical hitting their daily limits. Analysts predict a sustained recovery in the pharmaceutical market, highlighting structural opportunities [6] - **Rare Earth Permanent Magnet Sector**: This sector has shown repeated strength, with stocks like Zhongke Magnetic Materials reaching a 20% limit up. The Ministry of Commerce's comments on export controls have positively influenced this sector [7] - **Solid-State Battery Sector**: Stocks in this sector, including Yinglian Co. and Dexin Technology, also saw gains, with predictions of significant production increases by 2030 [8] Institutional Insights - **CITIC Securities**: The firm suggests that the upcoming bull market entry point may occur in late Q3 to Q4, but a transitional phase of 3-4 months is expected. They emphasize the need for more concrete measures to boost domestic demand and caution against macroeconomic uncertainties [10] - **CITIC Construction Investment**: They highlight June as a critical period for dividend releases, recommending tracking fund flows and industry conditions to identify high-dividend stock opportunities [11] - **Orient Securities**: They believe that despite external negative factors, internal support is strong, suggesting limited downside for stock indices and recommending patience for opportunities in sectors like technology and strategic metals [12]

Core Viewpoint - The recent relaxation of rare earth export controls may boost prices, leading to a dual impact of valuation enhancement and profit increase in the rare earth sector [1][4]. Group 1: Market Performance - On June 9, the rare earth permanent magnet sector saw significant gains, with Jiuling Technology rising over 16% and Zhongke Magnetic Industry increasing over 13% [1]. - Other notable stocks included Beikong Technology (+9.95%), Keheng Shares (+9.92%), and Yingluohua (+9.69%) [2]. Group 2: Export Control Measures - On June 7, the Ministry of Commerce stated that the export control measures for medium and heavy rare earths align with international practices and are aimed at safeguarding national security and interests [3]. - The ministry acknowledged the growing demand for medium and heavy rare earths in civilian applications, particularly in industries like robotics and new energy vehicles [3]. Group 3: Export Trends and Price Impact - Since the implementation of partial export controls in April, rare earth permanent magnet exports have dropped by over 50%, reaching a historical low in the past five years [3]. - The market has reacted to expectations of a gradual easing of export controls, leading to an increase in rare earth raw material prices [4]. - The report from CITIC Securities suggests that the relaxation of export controls could further drive price increases, benefiting the profitability of the rare earth sector [4].

Core Points - Beikong Technology (600980) closed at 17.09 yuan on June 6, 2025, up 2.95% from last week's 16.6 yuan [1] - The company's market capitalization is currently 3.235 billion yuan, ranking 123rd out of 177 in the specialized equipment sector and 4048th out of 5148 in the A-share market [1] Company Announcements - Beikong Technology plans to use no more than 600 million yuan of temporarily idle self-owned funds for cash management [1] - The eighth board of directors approved the proposal to use idle funds, allowing for a maximum usage period of 12 months, ensuring that normal production and operations are not affected [1] - The supervisory board also approved the cash management proposal, stating that it will enhance fund utilization efficiency and increase returns without impacting normal operations [1] - The funds will be allocated to low-risk financial products or structured deposits with high safety and liquidity, with internal audits and oversight mechanisms in place to monitor fund usage [1]

证券代码：600980 证券简称：北矿科技 公告编号：2025-017 北矿科技股份有限公司 第八届监事会第十次会议决议公告 一、审议通过《关于使用暂时闲置自有资金进行现金管理的议案》（详见上交 所网站 http://www.sse.com.cn） 监事会认为：公司（含子公司、孙公司）拟使用不超过人民币60,000万元的暂 时闲置自有资金进行现金管理，有利于提高资金使用效率，增加资金收益，不会影 响公司正常生产经营，符合公司和全体股东的利益，相关审批程序合法合规。因此， 全体监事一致同意公司（含子公司、孙公司）使用不超过人民币60,000万元暂时闲 置自有资金进行现金管理。 表决结果：同意 5 票；反对 0 票；弃权 0 票。表决通过。 特此公告。 北矿科技股份有限公司监事会 本公司监事会及全体监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。 北矿科技股份有限公司（以下称"公司"）第八届监事会第十次会议通知于 2025 年 5 月 30 日以电子邮件和电话通知的方式发出，会议于 2025 年 6 月 5 日以 通讯表决方式召开，会议应出席的监事 ...

证券代码：600980 证券简称： 北矿科技 公告编号：2025-018 北矿科技股份有限公司 关于使用暂时闲置自有资金进行现金管理的公告 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、准确性和完整性承担法律责任。 重要内容提示： ● 现金管理受托方：商业银行等金融机构。 ● 现金管理种类：安全性高、流动性好的低风险理财产品或结构性存款等。 4、投资产品品种 ● 现金管理额度：不超过人民币60,000万元的暂时闲置自有资金。使用期限 自董事会审议通过之日起不超过12个月，上述额度及期限内，在确保不影响正常 生产经营的情况下，资金可以循环滚动使用。 ● 履行的审议程序：北矿科技股份有限公司（以下简称"公司"）于2025年 6月5日召开第八届董事会第十二次会议、第八届监事会第十次会议，审议通过《关 于使用暂时闲置自有资金进行现金管理的议案》，该议案无需提交股东大会审议。 ● 特别风险提示：公司拟使用闲置自有资金购买安全性高、流动性好的现金 管理产品，但由于金融市场受宏观经济的影响较大，存在一定的系统性风险。 一、本次使用暂时闲置自有资金进行现金管理的基本情况 ...

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。 北矿科技股份有限公司（以下简称"公司"）第八届董事会第十二次会议通知 于 2025 年 5 月 30 日以电子邮件和电话通知的方式发出，会议于 2025 年 6 月 5 日以通讯表决方式召开，会议应出席的董事 9 人，实际出席的董事 9 人。本次会 议由公司董事长卢世杰先生主持，会议的召集、召开程序符合《公司法》《公司章 程》及《公司董事会议事规则》的有关规定。会议以书面表决方式审议并通过了 如下议案： 证券代码：600980 证券简称： 北矿科技 公告编号：2025-016 北矿科技股份有限公司 第八届董事会第十二次会议决议公告 特此公告。 北矿科技股份有限公司董事会 2025 年 6 月 6 日 一、审议通过《关于使用暂时闲置自有资金进行现金管理的议案》（详见上 交所网站 http://www.sse.com.cn） 同意公司（含子公司、孙公司）使用不超过人民币 60,000 万元的暂时闲置自 有资金进行现金管理，使用期限自董事会审议通过之日起不超过 12 个月有效，在 确保 ...

北矿科技股份有限公司2024年年度权益分派实施公告 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。 重要内容提示： 证券代码：600980 证券简称：北矿科技 公告编号：2025-015 ? 每股分配比例 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经公司2025 年 4 月 22 日的2024年年度股东大会审议通过。 二、 分配方案 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分 公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 本次利润分配以方案实施前的公司总股本189,263,526股为基数，每股派发现金红利0.10 元（含税） ，共计派发现金红利18,926,352.60元。 三、 相关日期 A 股每股现金红利0.10元 ? 相关日期 | | | 具体实际税负为：持股期限在 1 个月以内（含 1 个月）的，其股息红利所得全额计入应 纳税所得额，实际税负为 20%；持股期限在 1 个月以上至 1 年（含 1 年）的，暂减按 50%计入 应纳税所得额，实际税负为 1 ...

证券代码：600980 证券简称：北矿科技 公告编号：2025-015 北矿科技股份有限公司2024年年度权益分派实施公告 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。 重要内容提示： | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2025/5/28 | － | 2025/5/29 | 2025/5/29 | 差异化分红送转： 否 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经公司2025 年 4 月 22 日的2024年年度股东大会审议通过。 二、 分配方案 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分 公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 每股分配比例 3. 分配方案： A 股每股现金红利0.10元 相关日期 本次利润分配以方案实施前的公司总股本189,263,526股为基数，每股派发现金红利0.10 元（含税），共计派发现金红利1 ...

Financial Performance - The company's operating revenue for Q1 2025 was CNY 234,630,723.52, representing a 16.37% increase compared to CNY 201,622,895.21 in the same period last year[4]. - Net profit attributable to shareholders was CNY 20,758,102.20, up 5.67% from CNY 19,643,388.65 year-on-year[4]. - The basic earnings per share for the period was CNY 0.1097, reflecting a 5.68% increase from CNY 0.1038 in the same period last year[4]. - Net profit for Q1 2025 was ¥20.72 million, representing a 5.69% increase from ¥19.60 million in Q1 2024[17]. - Basic and diluted earnings per share for Q1 2025 were both ¥0.1097, compared to ¥0.1038 in Q1 2024[17]. - Total revenue from other operating activities was CNY 7,882,122.48 in Q1 2025, compared to CNY 5,038,196.44 in Q1 2024, showing growth[28]. Cash Flow and Liquidity - The net cash flow from operating activities decreased significantly by 205.90%, resulting in a negative cash flow of CNY -30,676,771.53 compared to a positive CNY 28,967,618.23 in the previous year[4]. - In Q1 2025, the company's operating cash flow was negative at -30,676,771.53 RMB, compared to a positive cash flow of 28,967,618.23 RMB in Q1 2024, indicating a significant decline in cash generation[19]. - Cash flow from operating activities for Q1 2025 showed a positive trend, although specific figures were not detailed in the provided content[18]. - The company reported a net cash decrease of 103,969,532.66 RMB in Q1 2025, contrasting with a net increase of 27,183,910.90 RMB in Q1 2024[20]. - The company's cash outflow for financing activities was CNY 50,715,065.63 in Q1 2025, contrasting with an inflow of CNY 4,391,192.78 in Q1 2024[28]. - The company’s total cash inflow from financing activities was CNY 81,284,934.37 in Q1 2025, compared to CNY 4,391,192.78 in Q1 2024[28]. - Cash and cash equivalents dropped significantly from 438,699,066.94 RMB at the end of Q1 2024 to 194,503,231.10 RMB by the end of Q1 2025, a decrease of about 55.7%[20][24]. - Cash and cash equivalents at the end of Q1 2025 stood at CNY 118,903,344.07, down from CNY 108,560,356.96 at the end of Q1 2024[28]. Assets and Liabilities - The total assets at the end of the reporting period were CNY 2,587,021,664.19, a decrease of 1.00% from CNY 2,613,043,597.95 at the end of the previous year[5]. - Total assets as of the reporting date were ¥2.59 billion, slightly down from ¥2.61 billion in the previous period[13]. - Total liabilities decreased to ¥1.17 billion from ¥1.22 billion, indicating a reduction of approximately 3.5%[13]. - The company's total liabilities decreased from 371,035,722.13 RMB at the end of 2024 to 318,646,193.22 RMB by March 31, 2025, a reduction of approximately 14.1%[24]. - The total equity of the company slightly decreased from 993,173,512.79 RMB at the end of 2024 to 988,190,613.69 RMB by March 31, 2025, reflecting a decline of about 0.5%[24]. - The equity attributable to shareholders increased by 1.50% to CNY 1,412,407,725.74 from CNY 1,391,566,351.83[5]. Expenses and Investments - Total operating costs for Q1 2025 were ¥212.69 million, up 19.38% from ¥178.13 million in Q1 2024[16]. - Research and development expenses for Q1 2025 were ¥13.09 million, a slight increase from ¥12.03 million in Q1 2024[16]. - The company's revenue for Q1 2025 is not explicitly stated, but management expenses increased to 5,989,908.41 RMB from 2,132,479.73 RMB in Q1 2024, indicating a rise of approximately 180%[25]. - Research and development expenses rose to 552,067.31 RMB in Q1 2025, compared to 270,302.01 RMB in Q1 2024, marking an increase of about 104%[25]. - The company incurred interest expenses of CNY 8,402.22 in Q1 2025, down from CNY 16,423.43 in Q1 2024[26]. - The company received CNY 240,000,000.00 from investment recoveries in Q1 2025, a notable cash inflow[28]. - Investment activities resulted in a net cash outflow of CNY 81,747,833.28 in Q1 2025, compared to a net inflow of CNY 14,965,647.18 in Q1 2024[28]. Shareholder Information - The top shareholder, Minmetals Technology Group Co., Ltd., holds 47.53% of the shares, totaling 89,965,774 shares[9].

北矿科技（600980）公告，2025年第一季度营收为2.35亿元，同比增长16.37%；净利润为2075.81万 元，同比增长5.67%。 ...