Market Overview - The A-share market experienced a collective adjustment, with the Shanghai Composite Index down 0.44%, the Shenzhen Component down 0.86%, and the ChiNext Index down 1.17% [1] - The total market turnover was approximately 1.45 trillion yuan, an increase of 138.6 billion yuan compared to the previous trading day [1] Port and Shipping Sector - The port and shipping sector saw significant gains, with stocks like China National Offshore Oil Corporation and Hainan Airlines Technology hitting the daily limit [8] - Key stocks in this sector included: - China National Offshore Oil Corporation: 13.02, up 29.94% - Hainan Airlines Technology: 3.70, up 10.12% [9][10] Rare Earth Permanent Magnet Sector - The rare earth permanent magnet sector experienced a strong rally, with Zhongke Magnetic Materials surging to a daily limit within 2 minutes [2] - Key performers in this sector included: - Zhongke Magnetic Materials: 55.02, up 20.00% - Keheng Co.: 18.86, up 19.97% - Beikong Technology: 20.68, up 10.00% [3][6] - Over the past six trading days, the sector has cumulatively increased by 9.02% [2] Company Performance - Zhongke Magnetic Materials reported a revenue of 154 million yuan in Q1 2025, a year-on-year increase of 35.09%, and a net profit of 13.44 million yuan, up 232.27% year-on-year [6] - The company specializes in the production of sintered NdFeB permanent magnet materials and ferrite magnets, ranking among the top tier in the industry [5]

Market Overview - The market experienced a significant drop in the afternoon, with all three major indices falling over 1% at one point, but the declines narrowed later. The total trading volume reached 1.45 trillion [1] - The shipping sector saw a notable increase, with stocks like Nanjing Port, Lianyungang, Ningbo Shipping, and Ningbo Ocean all hitting the daily limit [1][4] - The rare earth magnetic materials sector also rose, with companies such as Zhongke Magnetic and Beikong Technology reaching the daily limit [1] - The innovative drug concept remained active, with stocks like Zhongsheng Pharmaceutical, Saiseng Pharmaceutical, and Anglikang also hitting the daily limit [1] Shipping Sector - The shipping sector has shown strength recently, with stocks like Nanjing Port, Lianyungang, and Chongqing Port hitting the daily limit. Major shipping companies are adjusting some freight rates and imposing peak season surcharges on various routes [4][5] - Nanjing Port's stock price increased by 10.02%, with a market capitalization of 5.602 billion [5] - Lianyungang's stock rose by 9.99%, with a market capitalization of 9.429 billion [5] - Ningbo Shipping's stock price increased by 10.05%, with a market capitalization of 5.019 billion [5] Rare Earth Magnetic Materials - The rare earth sector remained active, with stocks like Beikong Technology and Zhongke Magnetic hitting the daily limit. Prices for various rare earth minerals have increased, with mixed carbonate rare earth prices rising by 4% [6][7] - Beikong Technology's stock price rose by 10.00%, with a market capitalization of 3.633 billion [7] - Zhongke Magnetic's stock price increased by 20.00%, with a market capitalization of 2.449 billion [7] Solid-State Batteries - The solid-state battery sector continued to thrive, with companies like Jinying Co. and Dexin Technology achieving three consecutive daily limits. The market for solid-state batteries is expected to grow significantly, with a projected demand for lithium sulfide and other materials [8][10] - Jinying Co.'s stock price rose by 10.00%, with a market capitalization of 2.808 billion [9] - Dexin Technology's stock price increased by 9.98%, with a market capitalization of 4.087 billion [9] Other Active Sectors - Other sectors such as media, sports industry, and nuclear fusion showed localized activity, while the chemical and satellite internet sectors experienced notable declines [10]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ A股今日强势上扬，沪指盘中突破3400点，创业板指涨超1%；港股亦走强，恒生指数涨超1%重返24000 点上方，恒生科技指数大涨近3%，自4月低点涨幅超过20%，迈入技术性牛市。 行业方面，当地时间2025年5月30日至6月3日，2025年美国临床肿瘤学会（ASCO）年会在美国芝加哥 举行。随着美国临床肿瘤学会（ASCO）年会的召开和落幕，以及今年国内药企屡屡斩获大额全球授权 交易，二级市场反响热烈。 光大证券指出，本次年会见证了中国药企在新药研发方面的活跃度和竞争力，其间多项成果和数据惊艳 亮相，持续看好国产创新药的发展前景，特别是在临床进展和国际化布局方面有优势的企业。此外，5 月7日以来，我国已推出一揽子金融政策支持稳市场稳预期，其中货币政策和财政政策的支持力度均较 大。考虑到降息降准政策，业绩稳健增长、具备高股息特征的龙头药企具备较强的投资吸引力。 稀土板块活跃 具体来看，三大股指盘中震荡走高，沪指一度收复3400点，创业板指、北证50指数涨超1%。截至收 盘，沪指涨0.43%报3399.77点，深证成指涨0.65%报10250 ...

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 ...