Core Points - The company will hold a half-year performance briefing on September 10, 2025, from 11:00 to 12:00 [1][2] - The briefing will be conducted in an interactive online format via the Shanghai Stock Exchange Roadshow Center [2][3] - Investors can submit questions from September 3 to September 9, 2025, before 16:00 [3] Meeting Details - **Date and Time**: September 10, 2025, from 11:00 to 12:00 [2] - **Location**: Shanghai Stock Exchange Roadshow Center [2] - **Format**: Online interactive session [2] Participants - Key personnel attending include the Chairman and General Manager, Mr. Lu Shijie, and other executives such as independent director Mr. Ma Zhong and financial director Mr. Zou Chunge [2] Investor Participation - Investors can participate online through the Shanghai Stock Exchange Roadshow Center on the day of the briefing [2] - Questions can be submitted via the Roadshow Center's website or through the company's email [3] Additional Information - After the briefing, investors can access the main content and details of the meeting on the Shanghai Stock Exchange Roadshow Center [3]

证券日报网讯9月2日晚间，北矿科技（600980）发布公告称，公司计划于2025年9月10日(星期三)上午 11：00-12：00举行2025年半年度业绩说明会。 ...

证券代码：600980 证券简称：北矿科技 公告编号：2025-032 北矿科技股份有限公司 关于召开 2025 年半年度业绩说明会的公告 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： 投资者可于 2025 年 9 月 3 日（星期三）至 9 月 9 日（星期二）16:00 前登录 上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 bgrimmtec@bg rimm.com 进行提问。公司将在说明会上对投资者普遍关注的问题进行回答。 北矿科技股份有限公司（以下简称"公司"）已于 2025 年 8 月 22 日发布公司 2025 年半年度报告，为便于广大投资者更全面深入地了解公司 2025 年半年度经 营成果、财务状况，公司计划于 2025 年 9 月 10 日（星期三）上午 11:00-12:00 举 行 2025 年半年度业绩说明会，就投资者关心的问题进行交流。 一、说明会类型 本次投资者说明会以网络互动形式召开，公司将针对 2025 年半年度的经营成 果及财务指标的具体情况与投资者进行互动交流和沟 ...

Group 1 - The rare earth permanent magnet index fell by 2.16% at the beginning of trading, indicating a downward trend in the sector [1] - Component stocks generally declined, with notable drops including Beikong Technology down by 4.46%, Tianhe Magnetic Materials down by 4.17%, Ningbo Yunsheng down by 3.91%, Shenghe Resources down by 3.56%, and Zhonggang Tianyuan down by 3.56% [1]

Group 1 - The rare earth permanent magnet sector experienced a decline of 1.48% [1] - Among the companies, Beikong Technology saw a drop of 5.23% [1] - Dadi Xiong and Gangyan Nake fell by 4.34% and 4.31% respectively [1] - Shenghe Resources, Northern Rare Earth, and Galaxy Magnet all decreased by over 3% [1]

Market Overview - The market experienced a significant drop, with the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index closing down by 1.76%, 1.43%, and 0.69% respectively, with over 4,700 stocks declining and only around 600 stocks rising [4] - Despite the indices showing a modest decline, the actual market impact was severe, indicating a split market where many stocks were falling while a few were driving index gains [5][6] Sector Performance - The computing power concept stocks saw a strong morning surge, with companies like Runjian Co., Meige Intelligent, and Dawang Technology hitting the daily limit, but faced significant sell-offs later [3] - The rare earth sector continued to perform well, with companies like Beikong Technology and Northern Rare Earth reaching their daily limit [3] - The CPO sector also experienced a notable rise, with Cambridge Technology achieving three consecutive limit-ups [3] Notable Stocks - Cambrian's stock price rose over 10% to exceed 1,460 yuan, surpassing Kweichow Moutai, which fell to 1,448 yuan, leading to discussions about Cambrian becoming the "new stock king" [11] - Alibaba-related computing power stocks initially surged but ultimately closed down by 1.81%, despite positive speculation about Alibaba's upcoming earnings report [14] - Zhouming Technology announced a partnership with Saudi Arabia's Al-Nassr Club, which initially boosted its stock price but ultimately closed down by 2% [16] Policy Impact - The Ministry of Commerce announced plans to introduce policies to promote service exports, which led to a temporary surge in Cross-Border Communication's stock price, although the connection to cross-border e-commerce remains tenuous [18]

截至8月27日收盘，稀土永磁概念上涨0.10%，位居概念板块涨幅第4，板块内，26股上涨，北矿科技涨 停，大地熊、北方稀土、立中集团等涨幅居前，分别上涨10.36%、8.86%、7.07%。跌幅居前的有科隆 股份、瑞晨环保、金田股份等，分别下跌5.65%、5.63%、5.05%。 | 300127 | 银河磁 | 3.61 | 17.14 | 7587.54 | 5.71 | | --- | --- | --- | --- | --- | --- | | | 体 | | | | | | 002057 | 中钢天 | 4.38 | 17.64 | 6215.97 | 4.06 | | | 源 | | | | | | 600549 | 厦门钨 | 1.20 | 6.72 | 6086.97 | 2.01 | | | 业 | | | | | | 600366 | 宁波韵 升 | 0.00 | 12.79 | 5918.50 | 2.57 | | 300631 | 久吾高 | 1.08 | 14.43 | 3410.83 | 5.51 | | | 科 | | | | | | 000969 | 安泰科 技 | 0.07 ...

Market Overview - The A-share market experienced a pullback in the afternoon, with the Shanghai Composite Index down 1.76%, the Shenzhen Component down 1.43%, and the ChiNext Index down 0.69% [1] - The total trading volume exceeded 3.19 trillion yuan, marking the third instance in A-share history to surpass 3 trillion yuan in a single day [1] Active Sectors - Rare earth permanent magnet stocks showed strong performance, with Beikong Technology hitting the daily limit and Northern Rare Earth rising over 8%, leading the hot stock list [3][4] - The computing power leasing concept also gained traction, with Hongjing Technology surging over 19% at one point, closing up 8.71% [3] Rare Earth Sector Drivers - Key drivers for the rare earth sector include: 1. Policy support from the Ministry of Industry and Information Technology, which recently issued regulations on rare earth mining and separation [3] 2. Significant revenue growth reported by Northern Rare Earth, with a 45.24% increase in revenue to 18.866 billion yuan and a staggering 1951.52% increase in net profit to 931 million yuan [3][4] 3. Continuous price increases for rare earth minerals and magnetic materials, maintaining a tight supply-demand balance [4] 4. Positive industry fundamentals, with robust demand from both upstream and downstream sectors [4] 5. Technological advancements by leading companies, enhancing competitiveness and reducing costs [4] Innovation Drug Sector - The innovation drug sector faced a downturn, with notable declines in stocks such as Yuekang Pharmaceutical down over 16% and Hejing Bio down over 10% [5] - Analysts suggest that as the mid-year report season concludes, market focus will shift towards new directions, particularly in innovation drugs and overseas expansion [6]

Market Overview - The A-share market experienced a significant drop in the afternoon, with the Shanghai Composite Index falling by 1.76%, the Shenzhen Component Index by 1.43%, and the ChiNext Index by 0.69% [1][2] - The total trading volume in the Shanghai and Shenzhen markets reached 3.17 trillion yuan, an increase of 486.5 billion yuan compared to the previous trading day [1] Sector Performance - CPO and computing hardware stocks maintained strong performance, with companies like New Yisheng (300502) reaching new historical highs [1][3] - Semiconductor stocks showed volatility, with companies like Changchuan Technology (300604) hitting the daily limit [3] - The rare earth permanent magnet sector was active, with North Mining Technology (600980) also reaching the daily limit [1][4] - Real estate stocks underwent adjustments, with Shen Shen Fang A hitting the daily limit down [1] Key Drivers - Analysts attribute the market's adjustment to increasing external risks, particularly related to long-term bonds, and signs of overheating in certain sectors [2] - The State Council's issuance of guidelines for the "Artificial Intelligence +" initiative aims for deep integration of AI with six key areas by 2027, which is expected to boost the AI industry [3] Earnings Reports - Several companies in the AI sector reported strong half-year earnings, with Cambrian Technology achieving a net profit of 1.038 billion yuan, a significant turnaround from losses [3] - Shenghong Technology (300476) reported a net profit growth of 366.89%, while Zhongji Xuchuang (300308) and Inspur Information (000977) reported net profit increases of 69.40% and 34.87%, respectively [3] Rare Earth Sector - The rare earth sector saw a rebound, with North Rare Earth (600111) experiencing a net profit increase of 1951.52% in the first half of the year [4] - The demand for permanent magnets remains strong, with companies like Jieli Permanent Magnet (300748) and Ningbo Yunsheng (600366) reporting net profit increases of 154.81% and 179.83%, respectively [4] Investment Insights - The market is showing clear structural differentiation, with a focus on selecting the right sectors for investment [4] - The eight key indicators for assessing the liquidity-driven bull market include turnover rate, leverage, financing transactions, trading volume, and financing balance, among others [5][6][8][9] - The overall sentiment indicates that while the market has risen significantly, it is not yet in a state of overheating [10][11]

Core Insights - The 2025 Altyn Tagh Comprehensive Scientific Expedition, co-hosted by the Xinjiang Institute of Ecology and Geography and the China Scientific Exploration Association, has officially commenced with a flag handover ceremony in Urumqi, Xinjiang [1] - The expedition focuses on the interrelationship between regional water resources, wildlife, and ecological changes, traversing complex terrains including high-altitude no-man's lands and marsh wetlands [3] - The designated vehicle, the Mengshi M817, is equipped with advanced technology to support the expedition's needs, showcasing its capabilities as a reliable partner for scientific exploration [5][11] Vehicle Capabilities - The Mengshi M817 features the Huawei QianKun intelligent automotive solution, which includes the ADS 4 for precise navigation assistance, significantly reducing driver fatigue during long journeys [5] - The vehicle is designed with a robust safety structure, utilizing high-strength steel and advanced collision detection systems to ensure the safety of the expedition team in extreme environments [7] - The M817 offers versatile camping capabilities, transforming into a comfortable resting space for team members, with ample storage for camping gear and the ability to provide power for various devices [9][11] Future Contributions - As the expedition progresses deeper into the Altyn Tagh region, the Mengshi M817 will continue to support the team in ecological construction, water resource protection, and sustainable development efforts in Xinjiang [13]