Core Insights - The China Rare Earth Group held a significant conference in Shenzhen to promote high-quality development in the rare earth industry, aligning with national strategies and focusing on technological and industrial innovation [1][5][7] Group 1: Conference Overview - The conference marked an important event as the "14th Five-Year Plan" concludes and the "15th Five-Year Plan" begins, emphasizing the integration of innovation in technology and industry [1] - Key attendees included experts, government officials, and leaders from the China Rare Earth Group, highlighting the collaborative nature of the event [3] Group 2: Strategic Goals - The China Rare Earth Group aims to enhance research and development investments, establish national-level R&D platforms, and participate in the formulation of national and industry standards [5] - The focus is on gathering collective insights to analyze global trends in rare earth technology and industry, fostering a platform for technological and industrial connectivity [5][7] Group 3: Industry Development - The rare earth industry in China has established a complete industrial chain, with future efforts directed towards high-quality development, technological breakthroughs, and integration into the global innovation network [7] - The conference included the launch of several strategic collaborations, innovation projects, and the unveiling of high-level innovation platforms, aimed at building a robust ecosystem for rare earth technology innovation [11][25] Group 4: Educational and Collaborative Initiatives - The China Rare Earth Society plans to act as a bridge to promote the integration of production, education, and research, fostering a healthy industry ecosystem through various initiatives [9] - The event featured discussions on applications in sectors such as permanent magnet motors, rare earth ceramics, and new energy vehicles, contributing to the strategic enhancement of emerging industries [25]

Investment Rating - The report maintains a positive outlook on the non-ferrous metals industry, indicating a favorable investment rating for the sector [2]. Core Insights - The overall ESG scores for the 18 central enterprises in the non-ferrous metals industry are high, with 11 companies scoring over 100 points, reflecting a systematic approach to ESG management [2][8]. - The report highlights that while environmental management is prioritized, there are areas for improvement in third-party verification and social responsibility disclosures [2][11][56]. Summary by Sections 1. Overall Scores and Governance - The ESG governance structure is well-established, with a majority of companies achieving high scores, indicating a mature disclosure framework [8][11]. 2. Importance Assessment - All companies have disclosed financial and impact importance assessments, but only 11% have third-party verification, indicating a need for improvement in external validation [11][12]. 3. Environmental Management - Environmental disclosures are comprehensive, with 67% of companies achieving full scores in environmental indicators, though there is room for improvement in areas like green mining and circular economy practices [18][21]. 4. Climate Change Response - A significant number of companies (67%) received full scores for climate-related disclosures, demonstrating a strong commitment to addressing climate change [36][40]. 5. Social Responsibility - Social indicators show high coverage, with a focus on social responsibility, although disclosures on technology ethics are lacking [56][59]. 6. Governance Structure - The governance framework is robust, with most companies having established ESG reporting mechanisms, but there is a notable weakness in due diligence practices [69].

Investment Rating - The report indicates a positive outlook for the non-ferrous metals industry, with a focus on ESG performance management among central enterprises [3][4]. Core Insights - The report evaluates 18 central enterprises in the non-ferrous metals sector based on an established ESG rating system, highlighting that 11 companies scored over 100 points, reflecting a systematic approach to ESG management [4][12]. - Environmental management is prioritized, with comprehensive disclosure on pollution control, waste management, and energy utilization, although there is room for improvement in areas like green mining and circular economy indicators [4][24]. - The report emphasizes the importance of climate-related governance, with many companies actively addressing climate change and setting reduction targets, though mechanisms for information acquisition need enhancement [4][42]. - Social responsibility is a key focus, with all companies covering social indicators, but there is a noted deficiency in disclosures related to technology ethics [4][61]. - Governance structures are generally robust, but there is a need for improvement in due diligence practices, particularly concerning compliance checks of supply chain partners [4][75]. Summary by Sections 1. Overall Scores and ESG Governance - The overall ESG scores for the 18 central enterprises are high, with 61.1% scoring above 100 points, indicating a well-established ESG management framework [12]. 2. Importance Assessment: Need for Third-Party Verification - All companies disclosed financial and impact importance assessments, but only 11% provided third-party verification, indicating a gap in independent validation [16][17]. 3. Environmental: Mature Disclosure, Comprehensive Management - Environmental indicators show high scores, with 67% of companies achieving full marks, reflecting strong environmental protection awareness [24][27]. 4. Climate: Accelerating Disclosure Framework - 67% of companies received full scores for climate-related disclosures, demonstrating a high level of commitment to addressing climate change [42][49]. 5. Social: Commitment to Social and Management Responsibilities - Social responsibility indicators are fully covered by all companies, but technology ethics disclosures are lacking [61][64]. 6. Governance: Well-Structured, Need for Enhanced Due Diligence - Governance structures are generally well-defined, with high coverage of governance mechanisms, but due diligence practices require further development [75][76].

3、公司最终控制人为国务院国有资产监督管理委员会 4、公司为中字头股票，公司实控人为国资委或中央国有企业或中央国家机关。 5、公司属于国有企业。公司的最终控制人为国务院国有资产监督管理委员会。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 来源：新浪证券-红岸工作室 11月7日，中国稀土涨0.70%，成交额16.06亿元，换手率3.08%，总市值521.17亿元。 异动分析 稀土永磁+小金属概念+央企国企改革+中字头股票+国企改革 1、公司主要从事稀土氧化物等产品的生产运营，以及稀土技术研发、咨询服务。 2、公司主要从事稀土氧化物、稀土金属、稀土深加工产品经营及贸易，以及稀土技术研发、咨询服 务。公司主导产品包括高纯的单一稀土氧化物及稀土共沉物产品，其中80%以上的产品纯度大于 99.99%，高纯氧化镧、高纯氧化钇等部分稀土氧化物纯度可达99.9999%以上。 区间今日近3日近5日近10日近20日主力净流入1159.05万-1.78亿-6.01亿-14.24亿-27.52亿 中国稀土所属申万行业为：有色金属-小金属-稀土。所属概念板块包括：小金属、稀缺资源、稀土永 磁、国资 ...

Core Points - The EU is urgently seeking to secure rare earth resources from China, reflecting a growing anxiety over supply shortages, especially after the US-China tariff resolution [1][3] - A special communication channel has been established between the EU and China, with over 2,000 applications submitted by European companies, and more than half of these have already been approved [1][3] - The EU's previous stance as a "rule-maker" has shifted to a more cooperative approach, acknowledging that the control over the supply chain does not lie with them [3][10] Group 1 - The EU's anxiety over rare earth supply is evident, with officials stating that mishandling the issue could have a "very negative impact" on the EU's manufacturing sector [1][3] - The EU is attempting to diversify its supply sources, aiming for a 15% self-sufficiency in rare earths by 2030 and seeking partnerships with countries like Australia [5][7] - The complexity of establishing a new rare earth supply chain, including technological barriers and environmental costs, makes it unrealistic for the EU to quickly reduce dependence on China [7][10] Group 2 - The interaction surrounding the 2,000 rare earth applications highlights the reality of global supply chain security, with China balancing its export controls while ensuring global supply stability [3][10] - The EU's recent actions indicate a recognition that mutual respect and cooperation are essential for achieving win-win outcomes in the evolving economic relationship with China [9][10] - Future dynamics may lead to new negotiations as China refines its rare earth management and the EU continues its diversification efforts [10]

转自：央视新闻客户端 11月7日是"中国稀土之父"徐光宪诞辰105周年，中国近期打出的"稀土王牌"也引发全球关注。全释硬科技，带您来看中国 稀土从"软肋"到"王牌"的逆袭之路。 稀土究竟是什么？有什么用？为何能成为中国科技博弈中的王牌？ 稀土是17种独特金属元素的总称。之所以被归为一类，是因为在宏观世界里，它们就像17位身穿相同制服的"孪生兄弟"， 化学性质非常相似。但微观的原子内部，每个成员却都携带了一个专属的"工具包"，每种稀土元素都能利用独一无二的专 业工具，在微观世界里施展出不同的天赋绝技。 中国科学院院士 徐光宪：含稀土的炮弹，能够打穿坦克，而坦克的外壳假如含了稀土，普通的炮弹就打不穿。 我国是全球稀土资源最为丰富的国家，坐拥全球近半的稀土储量，无疑是捧着"金饭碗"。但"家里有矿"不等于"手里有 牌"，50多年前，中国还没有成熟的冶炼分离技术，无法对稀土进行提炼，只能挖出来贱卖，同时还得高价买入别人提炼好 的成品。中国在这一领域的崛起，离不开徐光宪院士等老一辈科学家的卓越贡献。他为了国家需要，四次转换科研方向， 提出的串级萃取理论，将关键稀土元素纯度提到99.9999%，让中国在稀土产量上占据了绝对 ...

在中华人民共和国的科技星空中，有一颗星，以稀土为轨迹，以萃取为脉络，在近一个世纪的岁月长河 中，始终闪耀着执着与赤诚的光芒。他，就是徐光宪——"中国稀土之父"，一位将毕生心血熔铸于国家 战略需求，用自主创新改写中国稀土产业命运的科学巨匠。 从烽火中的少年求学，到越洋深造后的毅然归国；从四次应国家之需的学术转向，到串级萃取理论的惊 天突破；从包头草原的一线攻坚，到北大讲台的桃李满蹊；从暮年的忧心建言，到身后的精神永续，徐 光宪用行动诠释了"科学无国界，科学家有祖国"的深刻内涵，用一生践行了"立足于基础研究，着眼于 国家目标，不跟外国人跑"的科研信条。 1920年，徐光宪降生在绍兴一个知识分子家庭。7岁那年，徐光宪进入龙山小学就读。小学毕业后，他 以优异成绩考入稽山中学。1937年，抗日战争全面爆发，稽山中学被迫停课。年仅17岁的徐光宪开始了 颠沛流离的逃亡生活。 为了减轻家庭负担，也为了能继续学业，徐光宪放弃了报考普通高中的念头，毅然选择了杭州高级工业 职业学校，考入土木科学习。 然而，好景不长，杭州很快也陷入战乱，杭州高工被迫迁往宁波。徐光宪跟随学校辗转来到宁波，却发 现这里的学习环境同样恶劣。但即便如此，他 ...

Core Viewpoint - The news highlights the performance and financial metrics of China Rare Earth Group, indicating a positive growth trajectory in revenue and profit, alongside a slight increase in stock price and trading activity. Company Overview - China Rare Earth Group specializes in the production and operation of rare earth oxides and related products, as well as technology research and consulting services [2][8] - The company is controlled by the State-owned Assets Supervision and Administration Commission of the State Council, categorizing it as a state-owned enterprise [3][4] Financial Performance - For the period from January to September 2025, China Rare Earth achieved a revenue of 2.494 billion yuan, representing a year-on-year growth of 27.73% [8] - The net profit attributable to shareholders for the same period was 192 million yuan, showing a significant year-on-year increase of 194.67% [8] Market Activity - On November 6, the stock price of China Rare Earth increased by 0.41%, with a trading volume of 1.457 billion yuan and a turnover rate of 2.81% [1] - The company has seen a net outflow of 38.75 million yuan from major investors today, with a cumulative net outflow of 3.09 billion yuan over the last three days [5][6] Shareholder Information - As of September 30, 2025, the number of shareholders for China Rare Earth was 217,100, a decrease of 5.61% from the previous period [8] - The average trading cost of the stock is 54.82 yuan, with the current price approaching a support level of 47.94 yuan [7]

Company Overview - China Rare Earth Group Co., Ltd. was established on December 23, 2021, in Ganzhou, Jiangxi Province, through the restructuring and integration of rare earth assets from several state-owned enterprises [3] - The company is directly supervised by the State-owned Assets Supervision and Administration Commission and operates across the entire rare earth industry chain, including resource development, smelting, separation, deep processing, and trade [3] - It has significant resource reserves, a strong industrial foundation, leading technological research and development capabilities, and comprehensive service advantages [3] Talent Development Programs - The "Rare Talent" management trainee program targets 2026 graduates, aiming to cultivate a team with innovative spirit and strong qualifications through rigorous selection and rotation training [5] - The "Rare Star" technology talent program is designed for young scientific talents, focusing on innovation capabilities and technical expertise, also targeting 2026 graduates [11] - Both programs emphasize practical experience, mentorship, and specialized training to prepare candidates for future roles within the company [9][12] Recruitment Details - The recruitment is open to 2026 graduates, including international students, with specific academic backgrounds required for various positions [14] - The company seeks candidates with strong academic records, a sense of responsibility, and good communication skills [15] - The recruitment process includes online application, qualification review, written tests, interviews, and health checks [19][21]

Core Insights - China's rare earth sector experienced a decline of 1.68% on November 5, with a trading volume of 1.808 billion yuan [1] - The financing data indicates a net outflow of 8.4844 million yuan on the same day, with a total financing balance of 2.260 billion yuan [1][2] Financing and Margin Trading - On November 5, the financing buy amount for China's rare earth was 117 million yuan, while the financing balance reached 2.442 billion yuan, accounting for 4.35% of the circulating market value, which is above the 80th percentile over the past year [1] - The margin trading data shows that 70,900 shares were repaid, with 16,700 shares sold, resulting in a selling amount of 810,100 yuan, and a remaining short selling balance of 1.864 million yuan, also above the 70th percentile over the past year [1] Company Performance - As of September 30, the number of shareholders for China's rare earth decreased by 5.61% to 217,100, while the average circulating shares per person increased by 5.94% to 4,889 shares [2] - For the period from January to September 2025, the company reported a revenue of 2.494 billion yuan, representing a year-on-year growth of 27.73%, and a net profit attributable to shareholders of 192 million yuan, marking a significant increase of 194.67% [2] Dividend and Shareholding Structure - Since its A-share listing, China's rare earth has distributed a total of 346 million yuan in dividends, with 124 million yuan distributed over the past three years [3] - As of September 30, 2025, the top ten circulating shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 9.4669 million shares to 29.0694 million shares, while the Southern CSI 500 ETF reduced its holdings by 270,300 shares to 10.796 million shares [3]