11月25日，大地熊盘中上涨2.01%，截至10:43，报31.42元/股，成交2086.87万元，换手率0.59%，总市 值35.97亿元。 大地熊所属申万行业为：有色金属-金属新材料-磁性材料。所属概念板块包括：人形机器人、比亚迪概 念、专精特新、稀土永磁、融资融券等。 截至9月30日，大地熊股东户数1.10万，较上期减少8.99%；人均流通股10401股，较上期增加9.88%。 2025年1月-9月，大地熊实现营业收入11.86亿元，同比增长21.99%；归母净利润4318.14万元，同比增长 51.85%。 分红方面，大地熊A股上市后累计派现1.73亿元。近三年，累计派现9052.85万元。 机构持仓方面，截止2025年9月30日，大地熊十大流通股东中，嘉实中证稀土产业ETF（516150）位居 第九大流通股东，持股75.59万股，为新进股东。 责任编辑：小浪快报 资金流向方面，主力资金净流入46.89万元，大单买入285.44万元，占比13.68%，卖出238.55万元，占比 11.43%。 大地熊今年以来股价涨52.77%，近5个交易日跌0.19%，近20日跌9.14%，近60日跌17.90%。 ...

龙磁科技涨超10%，大地熊、广晟有色、钢研纳克、中科磁业、银河磁体、正海磁材等跟涨。 (本文来自第一财经) ...

Market Overview - The metal new materials sector experienced a slight decline of 0.06% on November 20, with Alloy Investment leading the drop [1] - The Shanghai Composite Index closed at 3931.05, down 0.4%, while the Shenzhen Component Index closed at 12980.82, down 0.76% [1] Individual Stock Performance - Alloy Investment (000633) closed at 7.98, down 6.67% with a trading volume of 701,500 shares and a transaction value of 561 million [1] - Other notable declines included: - Zhongke Magnetic (301141) down 3.44% to 55.07 with a transaction value of 220 million [1] - Bowei Taijin (601137) down 2.58% to 21.18 with a transaction value of 258 million [1] - Jinli Yongci (300748) down 2.32% to 34.50 with a transaction value of 1.22 billion [1] Capital Flow Analysis - The metal new materials sector saw a net outflow of 151 million from main funds, while retail investors contributed a net inflow of 75.99 million [1] - Specific stock capital flows included: - Shenzhen New Star (603978) with a main fund net inflow of 1.05 billion, but a net outflow from retail investors of 46.47 million [2] - Tunan Co. (300855) with a main fund net inflow of 41.86 million, but a significant retail outflow of 3.44 million [2] - Bowei Alloy (601137) recorded a main fund net inflow of 3.88 million, while retail investors saw a net outflow of 2.06 million [2]

Core Viewpoint - Dadi Bear's stock price has experienced fluctuations, with a year-to-date increase of 53.30%, but recent declines in the short term indicate potential volatility in investor sentiment [2]. Group 1: Stock Performance - As of November 12, Dadi Bear's stock price was 31.53 CNY per share, down 2.02% during the trading session, with a market capitalization of 3.61 billion CNY [1]. - The stock has seen a decline of 3.81% over the last five trading days, 16.52% over the last 20 days, and 1.75% over the last 60 days [2]. Group 2: Financial Performance - For the period from January to September 2025, Dadi Bear reported revenue of 1.186 billion CNY, representing a year-on-year growth of 21.99%, and a net profit attributable to shareholders of 43.18 million CNY, up 51.85% year-on-year [2]. - Cumulative cash dividends since the company's A-share listing amount to 173 million CNY, with 90.53 million CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders decreased by 8.99% to 11,000, while the average circulating shares per person increased by 9.88% to 10,401 shares [2]. - The ninth largest circulating shareholder is the Jiashi Zhongzheng Rare Earth Industry ETF, which holds 755,900 shares as a new shareholder [3]. Group 4: Business Overview - Dadi Bear, established on November 4, 2003, specializes in the research, production, and sales of sintered neodymium-iron-boron rare earth permanent magnet materials, with 81.34% of its revenue coming from this segment [2]. - The company operates within the non-ferrous metals sector, specifically in the metal new materials and magnetic materials sub-industry, and is involved in various concept sectors including rare earth permanent magnets and new materials [2].

Core Viewpoint - Recently, Hefei Steel Research Rare Earth Permanent Magnet Materials Research Institute Co., Ltd. underwent a business change, adding new shareholders and increasing registered capital, indicating potential growth and investment interest in the rare earth materials sector [1] Group 1: Company Changes - The company has added Antai Technology and the Steel Research Institute Co., Ltd. as shareholders [1] - The registered capital has increased from 2 million RMB to 5 million RMB [1] - Changes have also occurred in the legal representative and senior management [1] Group 2: Company Background - Hefei Steel Research Rare Earth Permanent Magnet Materials Research Institute was established in September 2023 [1] - The company's business scope includes research and development of new materials technology, electronic special materials, and promotion services for new materials technology [1] - The original shareholder, Dadi Xiong, currently holds a 40% stake in the company [1]

Core Insights - The company, Dadi Xiong, reported stable growth in market demand for its core product, high-performance sintered neodymium-iron-boron permanent magnetic materials and magnetic components, during the third quarter of 2025 [1] - The pricing of products has effectively transmitted changes based on the fluctuations in rare earth raw material prices over a certain period [1] - The industrial motor sector has been the primary contributor to the company's performance growth in the first three quarters of 2025 [1]

Core Points - The Shanghai Composite Index is at 3970.29 points with a change of 0.26%, and the total trading volume of A-shares is 1,534.396 billion yuan [1] - A total of 80 A-shares have seen their 5-day moving average cross below the 10-day moving average, indicating potential bearish trends [1] Summary of Companies - **Beifang Copper (000737)**: Today's change is +0.41%, with a 5-day moving average of 15.35 yuan, which is -1.96% lower than the 10-day moving average of 15.66 yuan [1] - **Huali Co., Ltd. (603038)**: Today's change is +2.30%, with a 5-day moving average of 20.29 yuan, which is -1.81% lower than the 10-day moving average of 20.67 yuan [1] - **Suotong Development (603612)**: Today's change is +2.12%, with a 5-day moving average of 24.45 yuan, which is -1.61% lower than the 10-day moving average of 24.85 yuan [1] - **New Lai Materials (300260)**: Today's change is +0.34%, with a 5-day moving average of 58.73 yuan, which is -1.55% lower than the 10-day moving average of 59.65 yuan [1] - **Lianchuang Optoelectronics (600363)**: Today's change is -0.29%, with a 5-day moving average of 61.53 yuan, which is -1.33% lower than the 10-day moving average of 62.36 yuan [1] - **Guangfa Securities (000776)**: Today's change is +0.27%, with a 5-day moving average of 22.61 yuan, which is -1.26% lower than the 10-day moving average of 22.90 yuan [1] - **China Electric Research (688128)**: Today's change is +0.77%, with a 5-day moving average of 31.90 yuan, which is -1.20% lower than the 10-day moving average of 32.29 yuan [1] - **StarNet (002396)**: Today's change is -0.73%, with a 5-day moving average of 26.52 yuan, which is -1.01% lower than the 10-day moving average of 26.79 yuan [1] - **Shan Zi Gaoke (000981)**: Today's change is +1.84%, with a 5-day moving average of 3.94 yuan, which is -0.93% lower than the 10-day moving average of 3.98 yuan [1] - **ST Weier (002058)**: Today's change is +1.78%, with a 5-day moving average of 25.25 yuan, which is -0.92% lower than the 10-day moving average of 25.49 yuan [1] - **Titan Chemical (002145)**: Today's change is +2.80%, with a 5-day moving average of 5.51 yuan, which is -0.85% lower than the 10-day moving average of 5.56 yuan [1] - **Hank Technology (688006)**: Today's change is +2.84%, with a 5-day moving average of 31.95 yuan, which is -0.82% lower than the 10-day moving average of 32.21 yuan [1] - **Inner Mongolia First Machinery (600967)**: Today's change is +0.60%, with a 5-day moving average of 18.61 yuan, which is -0.80% lower than the 10-day moving average of 18.76 yuan [1] - **Liangjiu 12 (301592)**: Today's change is -0.24%, with a 5-day moving average of 124.73 yuan, which is -0.77% lower than the 10-day moving average of 125.69 yuan [1] - **Zhongwu Robotics (688297)**: Today's change is +0.06%, with a 5-day moving average of 47.82 yuan, which is -0.77% lower than the 10-day moving average of 48.19 yuan [1] - **Chihong Zn & Ge (600497)**: Today's change is +0.62%, with a 5-day moving average of 6.63 yuan, which is -0.76% lower than the 10-day moving average of 6.68 yuan [1] - **Dadi (688077)**: Today's change is -0.27%, with a 5-day moving average of 34.01 yuan, which is -0.74% lower than the 10-day moving average of 34.26 yuan [1]

（编辑 楚丽君） 证券日报网讯 11月4日晚间，大地熊发布公告称，安徽大地熊新材料股份有限公司（以下简称"公司"） 子公司合肥钢研稀土永磁材料研究院有限公司（以下简称"合肥钢研"）因业务发展需要，于近日对注册 资本、股东、类型、法定代表人、董事等事项进行变更，工商变更登记手续已办理完毕，并收到合肥市 庐阳区市场监督管理局换发的新《营业执照》。变更后，公司持有合肥钢研40%股份，合肥钢研成为公 司参股公司，不再纳入公司合并报表范围。 ...

Core Viewpoint - The company announced the retirement of its core technical personnel, Ms. Huang Xiulian, due to reaching the statutory retirement age and the expiration of her re-employment period [1] Company Summary - Ms. Huang Xiulian is no longer recognized as a core technical personnel by the company following her retirement [1]

Company Summary - Dadi Xiong announced the retirement of core technical personnel Ms. Huang Xiulian due to reaching the legal retirement age and the expiration of her re-employment period, and she will no longer hold any position in the company [1] - As of the report, Dadi Xiong has a market capitalization of 3.8 billion yuan [1] Industry Summary - In the industry, there has been a significant increase in overseas orders, surging by 246%, covering over 50 countries and regions [1] - Entrepreneurs have warned of potential issues as some are selling at a loss, raising concerns about vicious competition extending to overseas markets [1]