Group 1 - The core viewpoint of the article highlights the financial performance of Dadi Xiong, with significant growth in revenue and net profit for the third quarter of 2023 [1] - Dadi Xiong reported a revenue of approximately 1.186 billion yuan for the first three quarters of 2023, representing a year-on-year increase of 21.99% [1] - The net profit attributable to shareholders was approximately 43.18 million yuan, showing a year-on-year increase of 51.85% [1] - The basic earnings per share reached 0.38 yuan, which is a 52% increase compared to the previous year [1] Group 2 - As of the report, Dadi Xiong has a market capitalization of 4 billion yuan [2]

证券代码：688077 证券简称：大地熊 公告编号：2025-060 安徽大地熊新材料股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 （一）会议召开时间：2025 年 11 月 5 日（星期三）上午 11:00-12:00 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。 安徽大地熊新材料股份有限公司（以下简称"公司"）已于 2025 年 10 月 28 日发布公司 2025 年第三季度报告，为便于广大投资者更全面深入地了解公司 2025 年第三季度经营成果、财务状况，公司计划于 2025 年 11 月 5 日（星期三） 上午 11:00-12:00 举行 2025 年第三季度业绩说明会，就投资者关心的问题进行 交流。 一、 说明会类型 重要内容提示： （网址：https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 本次投资者说明会以网络互动形式召开，公司将针对 2025 年第三季度的经 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通，在信息披露允许的 范围内就投资者 ...

安徽大地熊新材料股份有限公司 2025 年第三季度报告 证券代码：688077 证券简称：大地熊 安徽大地熊新材料股份有限公司 2025 年第三季度报告 第三季度财务报表是否经审计 □是 √否 一、主要财务数据 （一） 主要会计数据和财务指标 单位：元 币种：人民币 | | | 本报告期比 | | 年初至报告期 | | | --- | --- | --- | --- | --- | --- | | 项目 | 本报告期 | 上年同期增 | 年初至报告期末 | 末比上年同期 | | | | | 减变动幅度 | | 增减变动幅度 | | | | | (%) | | (%) | | | 营业收入 | 459,878,412.52 | 38.55 | 1,185,951,401.45 | 21.99 | | | 利润总额 | 25,953,025.87 | 130.04 | 42,979,995.65 | 100.35 | | | 归属于上市公司股东的净利 润 | 20,794,302.88 | 92.11 | 43,181,356.26 | 51.85 | | | 归属于上市公司股东的扣除 非经常性损益的净利润 | ...

大地熊公告，第三季度营收为4.6亿元，同比增长38.55%；净利润为2079.43万元，同比增长92.11%。前 三季度营收为11.86亿元，同比增长21.99%；净利润为4318.14万元，同比增长51.85%。 ...

Investment Rating - Industry rating: Recommended [3] Core Insights - The report emphasizes the strategic revaluation of key metals, particularly focusing on rare earths and cobalt [24] - Nickel prices are expected to be supported due to tightened supply expectations following Indonesia's new regulation reducing the approval cycle for mining plans from three years to one year [26][27] - Cobalt prices have continued to rise, with expectations of increasing supply tightness further driving prices up [30][33] - Antimony supply is expected to remain tight, providing a bottom support for antimony prices [34] - Lithium carbonate prices are projected to remain strong due to ongoing demand and inventory depletion [16] - China's dominance in rare earth supply is reinforced by stricter export controls, which are expected to support rare earth prices [18] - Tin supply remains uncertain due to ongoing challenges in overseas supply, which is expected to support tin prices [19] - Tungsten prices are supported by a tightening supply situation, with production rates slowing down [20] - Uranium supply tightness is anticipated to continue, supporting uranium prices [21] Summary by Sections Nickel and Cobalt Industry Update - Indonesia's new regulation on mining approvals is expected to tighten future ore supply, supporting nickel prices [26] - As of October 24, LME nickel price was $15,085 per ton, up 1.04% from October 17 [26] - Cobalt prices have risen significantly, with electrolytic cobalt reaching 408,500 CNY per ton, a 6.94% increase [30] Antimony Industry Update - Domestic antimony prices have decreased, but long-term supply tightness is expected to support prices [34] - China's antimony production is projected to dominate global supply, accounting for 60% of the total [34] Lithium Industry Update - Lithium carbonate prices have increased, with a market average of 73,700 CNY per ton as of October 24 [16] - Demand from the battery sector continues to drive price support [16] Rare Earth Industry Update - China's strict export controls on rare earths are expected to tighten supply and support prices [18] - The report highlights the importance of China's role in the global rare earth supply chain [18] Tin Industry Update - Tin prices are supported by supply uncertainties, particularly from Myanmar and Indonesia [19] - As of October 24, LME tin price was $35,925 per ton, up 2.42% from October 17 [19] Tungsten Industry Update - The tungsten supply situation is tightening, with production rates slowing down [20] - Prices for tungsten concentrate have increased, reflecting supply constraints [20] Uranium Industry Update - The report indicates a continued tight supply situation for uranium, supporting price stability [21] - Recent production guidance reductions from major suppliers are expected to impact future supply [21]

每经AI快讯，10月23日，稀土永磁指数盘中震荡下行，成分股多数走弱。安泰科技领跌板块，跌幅达 7.17%；大地熊、北矿科技、盛和资源、英思特等多只个股跌幅超3%。 （文章来源：每日经济新闻） ...

Core Viewpoint - The company Dadi Xiong has announced the completion of share reductions by its actual controllers, which may impact their ownership but is not expected to affect the company's governance or operations significantly [1]. Group 1: Share Reduction Announcement - Dadi Xiong reported that its actual controllers, Xiong Yongfei and Cao Qingxiang, have reduced their holdings by 2.23 million shares, representing 1.95% of the total share capital, with 58,700 shares remaining unsold [1]. - The total amount from the share reductions was approximately 101 million yuan, with Xiong Yongfei reducing shares worth 68.51 million yuan and Cao Qingxiang reducing shares worth 32.57 million yuan [1]. - Following the reductions, the direct shareholding of Xiong Yongfei and Cao Qingxiang decreased from 41.97% to 39.22% [1]. Group 2: Financial Performance - For the first half of 2025, Dadi Xiong achieved a revenue of 726 million yuan, marking a year-on-year increase of 13.41% [2]. - The net profit attributable to shareholders was 22.39 million yuan, reflecting a year-on-year growth of 27.11% [2]. - However, after excluding non-recurring gains and losses, the net profit for the same period was 8.44 million yuan, showing a decline of 21.56% year-on-year [2]. Group 3: Market Performance - As of October 17, Dadi Xiong's stock price closed at 35.45 yuan per share, down 2.10% on that day, with a total market capitalization of 4.058 billion yuan [2]. - Since the beginning of 2025, the stock price has increased by 72.34% [2].

Group 1 - The company Dadi Bear announced on October 17 that shareholders Xiong Yongfei and Cao Qingxiang have completed their share reduction plans, with Xiong reducing approximately 2.23 million shares, accounting for 1.95% of the total share capital, and Cao reducing approximately 926,600 shares, accounting for 0.81% of the total share capital [1][1][1] - Xiong Yongfei has approximately 58,700 shares remaining after the reduction, while Cao Qingxiang has approximately 218,200 shares remaining [1][1][1] Group 2 - Lin Yuan, a notable figure in the investment community, expressed confidence in the market despite recent losses, emphasizing that he will continue to invest in the liquor sector, which he views as a "pleasure demand," and in technology stocks, which have caused him concern [1][1][1]

证券代码：688077 证券简称：大地熊 公告编号：2025-058 安徽大地熊新材料股份有限公司 控股股东、实际控制人减持股份结果公告 本公司董事会、全体董事及相关股东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： 控股股东、实际控制人持有的基本情况 1 价交易的方式减持公司股份 2,230,890 股，占公司总股本的 1.95%，剩余 58,680 股未减持；曹庆香女士已通过大宗交易、集中竞价交易的方式减持公司股份 926,570 股，占公司总股本的 0.81%，剩余 218,210 股未减持，本次减持计划已 实施完毕。 一、减持主体减持前基本情况 本次减持计划实施前，安徽大地熊新材料股份有限公司（以下简称"公司"） 控股股东、实际控制人、董事长、总经理熊永飞先生持有公司股份 41,621,026 股，占公司总股本的 36.36%，其中：29,227,026 股为 IPO 前取得，231,200 股 为股权激励取得，12,162,800 股为资本公积转增股本取得。 公司实际控制人、董事曹庆香女士持有公司股份 6,429,1 ...

Core Viewpoint - The company Dadi Bear (688077.SH) has completed a share reduction plan by its shareholders, resulting in a decrease in total shareholding [1] Summary by Categories Shareholder Actions - Mr. Xiong Yongfei has reduced his shareholding by 2.2309 million shares, which accounts for 1.95% of the company's total share capital, leaving him with 58,700 shares remaining [1] - Ms. Cao Qingxiang has reduced her shareholding by 926,600 shares, representing 0.81% of the company's total share capital, with 218,200 shares remaining [1] - The share reduction plan has been fully implemented as of the announcement date [1]