资料显示，中国稀土集团资源科技股份有限公司位于江西省赣州市章贡区章江南大道18号豪德银座A栋 14、15层，成立日期1998年6月17日，上市日期1998年9月11日，公司主营业务涉及稀土冶炼分离及稀土 技术研发及服务。主营业务收入构成为：稀土氧化物63.51%，稀土金属及合金35.95%，其他0.35%，技 术服务收入0.18%。 截至8月29日，中国稀土股东户数16.50万，较上期减少2.66%；人均流通股6430股，较上期增加2.73%。 2025年1月-6月，中国稀土实现营业收入18.75亿元，同比增长62.38%；归母净利润1.62亿元，同比增长 166.16%。 分红方面，中国稀土A股上市后累计派现3.46亿元。近三年，累计派现1.24亿元。 机构持仓方面，截止2025年6月30日，中国稀土十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股1960.25万股，相比上期增加389.09万股。南方中证500ETF（510500）位居第五大流通股 东，持股1106.63万股，相比上期增加148.70万股。南方中证申万有色金属ETF发起联接A（004432）退 出十大流通股东之列。 来源：新浪 ...

Group 1 - The core viewpoint of the news is that China Rare Earth's stock price has dropped by 5.04%, currently trading at 58.46 CNY per share, with a total market capitalization of 62.039 billion CNY [1] - China Rare Earth Group Resources Technology Co., Ltd. is located in Ganzhou, Jiangxi Province, and was established on June 17, 1998. The company primarily engages in rare earth smelting separation and technology research and development [1] - The main revenue composition of the company includes rare earth oxides (63.51%), rare earth metals and alloys (35.95%), other (0.35%), and technical service income (0.18%) [1] Group 2 - From the perspective of fund holdings, one fund under ICBC Credit Suisse has a significant position in China Rare Earth, with the Rare Metals ETF Fund (159671) reducing its holdings by 65,900 shares in the second quarter [2] - The Rare Metals ETF Fund (159671) was established on February 17, 2023, with a latest scale of 4.97 billion CNY. It has achieved a year-to-date return of 57.6% and a one-year return of 91.78% [2] - The fund manager of the Rare Metals ETF Fund is Shi Baojiao, who has been in the position for 3 years and 278 days, with the best fund return during the tenure being 68.14% [3]

中国稀土集团资源科技股份有限公司（以下简称"公司"）于 2025 年 8 月 30 日在《证券时报》《中国证券报》和巨潮资讯网（http://www.cninfo.com.cn） 发布了《关于召开 2025 年第三次临时股东大会的通知》。为保护投资者合法权 益，方便股东行使股东大会表决权，现发布关于召开公司 2025 年第三次临时股 东大会的提示性公告： 一、召开会议的基本情况 1、会议届次：2025 年第三次临时股东大会 2、召集人：中国稀土集团资源科技股份有限公司董事会 3、本次股东大会会议召开符合有关法律、行政法规、部门规章、规范性文 件和《公司章程》的规定。 4、召开时间： 证券代码：000831 证券简称：中国稀土 公告编号：2025-056 中国稀土集团资源科技股份有限公司 关于召开 2025 年第三次临时股东大会的提示性公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 现场会议召开时间：2025 年 9 月 16 日（星期二）14:50。 网络投票时间：2025 年 9 月 16 日（星期二）。其中，通过深交所交易系统 进行网络投票的具体时间 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 为加强市值管理，规范相关行为，维护投资者权益，公司依据相关法律法规制定《市值管理制度》，并 于2025年2月28日经第九届董事会第十四次会议审议通过。该制度明确了具体部门、董事及高级管理人 员职责等内容。公司还于2025年5月14日举办业绩说明会，专项说明市值管理制度执行情况。 公司现状与未来规划 中国稀土专注于稀土矿的开采加工和冶炼分离业务，并提供相关技术研发与咨询服务。近年来，公司在 生产技术、产品品质等多方面建立优势，经营规模和业绩向好，资产规模及质量提升，资产负债结构合 理。未来，公司将作为中央企业实际控制的专业化稀土上市平台，发挥中国稀土集团核心上市平台功 能，聚焦资源和科技，打造行业领军型上市公司。 同业竞争解决措施 目前，公司实际控制人的相关承诺正常履行。现阶段，公司积极配合中国稀土集团开展解决同业竞争问 题的工作，择机开展并购重组。若有资产注入、并购等符合披露标准的安排，公司将及时履行信息披露 义务。 稀土产品价格走势预判 稀土产品价格受供需关系影响波动。去年三季度起公司对中长期价格走势持谨慎积极乐观态度，今年价 格整体探底回升，但各品种涨幅有 ...

Core Viewpoint - The company believes that the demand for rare earth products will increase due to the expansion of applications in end markets such as humanoid robots and the low-altitude economy, which will further highlight the value of rare earth products [1] Industry Summary - The implementation of the "Rare Earth Management Regulations" and related guidelines is expected to standardize industry development and promote high-quality growth within the sector [1] - The company forecasts that the prices of rare earth products will maintain a stable upward trend [1]

中国稀土9月9日披露投资者关系活动记录表。公司表示，稀土产品价格受供需关系影响，一直处于波动 状态。去年三季度开始公司对中长期稀土价格走势保持谨慎积极乐观的态度，今年以来稀土产品价格整 体呈现探底回升的上涨趋势，但各个品种上涨幅度有所差异，与公司预判一致。公司相信随着下游终端 市场应用范围扩大，在人型机器人、低空经济等产业对稀土的需求不断增大，稀土产品的价值将更进一 步凸显；与此同时，《稀土管理条例》及其相关细则的陆续颁布及实施，有利于规范行业发展秩序，助 推行业高质量发展。因此，公司预测稀土产品的价格将维持平稳回升的趋势。 ...

证券代码：000831 证券简称：中国稀土 票上市规则》《上市公司监管指引第10号——市值管理》《 关于改进和加强中央企业控股上市公司市值管理工作的若 干意见》及其他有关法律法规，制定《市值管理制度》，并 经公司于2025年2月28日召开的第九届董事会第十四次会议 审议通过。《市值管理制度》明确了市值管理的具体部门、 董事及高级管理人员职责等内容，公司将在合法合规的前提 下综合运用并购重组、股权激励、员工持股计划、现金分红 、投资者关系管理、信息披露等多种方式，促进公司投资价 值合理反映公司质量。公司于2025年5月14日举办2024年度 暨2025年第一季度业绩说明会，并就市值管理制度执行情况 在业绩说明会中进行了专项说明。 五、根据最新《稀土管控条例》及相关规定，对企业 在环保这块要求极高。公司在绿色环保方面建设情况如何 ？ 公司着眼于长远稳健，着眼于人与自然社会和谐共处， 持之以恒地在安全环保、科技创新上进行基础性和战略性投 入。公司全面推动实施稀土湿法冶金联动萃取、新型皂化技 术升级、稀土矿洁净料液循环使用、灼烧炉窑、母液回收利 用和废水处理项目整体改造等系列工程，探索出了一条符合 自身特色的低碳循环 ...

Core Viewpoint - Australia is actively recruiting Chinese rare earth technology teams, which poses a potential threat to China's dominance in the rare earth sector [1][3]. Group 1: Australia's Actions - Australia has been targeting Chinese rare earth technology teams, particularly engineers skilled in separation and refining processes [3]. - The incentives offered by Australia, including high salaries, green cards, and research funding, are attractive to Chinese technical personnel [3][6]. - This recruitment is seen as a strategic move by Australia to reduce its dependence on Chinese rare earths and potentially compete against China [3][6]. Group 2: Implications of Technology Loss - The loss of rare earth separation technology is concerning, as it has been a core competency for China since the 1980s [4]. - If Australia successfully acquires this technology, it could significantly lower production costs due to its relatively lax environmental regulations and lower labor costs [6]. - Key technical personnel with invaluable practical experience have already been recruited, which could further impact China's competitive edge [6]. Group 3: Recommendations for China - China should enhance technology confidentiality and intellectual property protection to prevent core technologies from leaking [8]. - Improving the compensation and working conditions for domestic researchers is essential to retain talent within the country [8]. - Accelerating the pace of technological innovation is crucial, as Australia is targeting existing technologies while China can develop next-generation solutions [8]. Group 4: Long-term Outlook - Despite the current challenges, China's advantages in the rare earth sector remain significant, including a complete industrial chain and substantial market demand [9][11]. - The development of a comprehensive R&D system and industry support is not easily replicable, giving China a long-term edge [11]. - Continuous innovation in new rare earth separation technologies and environmentally friendly refining processes positions China at the forefront of the industry [11][13].

Group 1: Geopolitical Dynamics and Resource Control - China's new regulations on rare earth production quotas and monitoring aim to strengthen its core position in the global supply of strategic resources [1][3] - The recent changes in regulations signal China's determination to control the upstream supply chain of rare earths [3] Group 2: Global Infrastructure Investments - A Chinese company is investing nearly $300 million to build its largest overseas export hub in South America, which may reshape global commodity flows [5] - This investment enhances China's influence in global trade routes and optimizes the logistics network [5] Group 3: Emerging Industry Collaborations - Chinese automotive and clean energy manufacturers are accelerating investments in South America, promoting local production of components [5] - China is also upgrading economic corridor projects with a South Asian country, expanding cooperation into digital economy and AI [5] Group 4: Western Responses to China's Influence - Western countries, represented by Australia, are forming geopolitical alliances and implementing supply chain de-risking strategies to counter China's growing economic influence [6][8] - Australia is pushing for a security and economic agreement with a Pacific island nation to balance regional geopolitical power [6][8] Group 5: Supply Chain Adjustments - Global shipping companies are exploring financing channels outside of China due to new regulations expected to increase port costs [10] - The shipping industry faces significant pressure to reduce reliance on Chinese financing, with up to $100 billion currently sourced from Chinese institutions [11] Group 6: Economic Challenges for Emerging Markets - Emerging economies like Brazil and India are navigating development opportunities while facing external economic pressures [12][14] - A South Asian country is seeking to restore trade relations with China to mitigate the impact of high tariffs imposed by a Western country [12][14] Group 7: Local Innovation and Market Dynamics - Local brands in China are gaining market share through innovative products and competitive pricing, reflecting a shift in consumer preferences [15]

来源：新浪证券-红岸工作室 9月8日，中国稀土盘中下跌2.04%，截至10:28，报51.97元/股，成交16.15亿元，换手率2.89%，总市值 551.52亿元。 资料显示，中国稀土集团资源科技股份有限公司位于江西省赣州市章贡区章江南大道18号豪德银座A栋 14、15层，成立日期1998年6月17日，上市日期1998年9月11日，公司主营业务涉及稀土冶炼分离及稀土 技术研发及服务。主营业务收入构成为：稀土氧化物63.51%，稀土金属及合金35.95%，其他0.35%，技 术服务收入0.18%。 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、大盘、 MSCI中国、稀土永磁等。 截至8月29日，中国稀土股东户数16.50万，较上期减少2.66%；人均流通股6430股，较上期增加2.73%。 2025年1月-6月，中国稀土实现营业收入18.75亿元，同比增长62.38%；归母净利润1.62亿元，同比增长 166.16%。 分红方面，中国稀土A股上市后累计派现3.46亿元。近三年，累计派现1.24亿元。 机构持仓方面，截止2025年6月30日，中国稀土十大流通股东中，香港中央 ...