Core Viewpoint - The industrial metal sector in A-share listed companies has shown overall profit improvement as of the first half of 2025, with many companies reporting a turnaround from losses to profits or an increase in profits compared to the previous year [1] Group 1: Profit Improvement - Among the 23 selected industrial metal companies, 8 companies reported both revenue and profit growth, including Northern Rare Earth, Dongfang Tantalum, and others [1] - 7 companies turned losses into profits, such as China Rare Earth, Yunnan Germanium, and others, with notable profit recoveries [1] - China Rare Earth's net profit improved from a loss of 244 million yuan in H1 2024 to a profit of 162 million yuan in H1 2025 [2] - Yunnan Germanium's net profit shifted from a loss of 9 million yuan to a profit of 22 million yuan [2] - Shenghe Resources reported a net profit turnaround from a loss of 69 million yuan to a profit of 377 million yuan [2] Group 2: Revenue and Profit Decline - Companies such as Western Materials, Baotai Co., and Jintian Titanium reported declines in both revenue and profit [2][8] - Western Materials' revenue decreased by 0.35% to 1.539 billion yuan, with a net profit drop of 36.03% to 61.16 million yuan [3][8] - Baotai Co. saw a 20.45% decline in revenue to 2.967 billion yuan and a 49% drop in net profit to 205 million yuan [8] - Jintian Titanium's revenue fell by 22.38% to 318 million yuan, with a net profit decrease of 49.71% to 40.53 million yuan [8] Group 3: Mixed Performance - Companies like Zhongkuang Resources, Xiamen Tungsten, and others experienced revenue growth but profit declines [4][5] - Zhongkuang Resources' revenue increased by 34.89% to 3.267 billion yuan, but net profit plummeted by 81.16% to 89.13 million yuan [6][7] - Xiamen Tungsten's revenue decreased by 4.37% to 972 million yuan, with a net profit decline of 46.47% to 64.12 million yuan [5][6] - Baowu Magnesium's net profit fell by 46.47% despite revenue growth [7]

Core Viewpoint - The analysis focuses on the inventory status of 23 representative industrial metal companies as of the first half of 2025, highlighting significant changes in inventory scale and turnover efficiency. Inventory Scale Analysis - In the first half of 2025, most industrial metal companies experienced an increase in inventory scale, with Huaxi Nonferrous's inventory growing the most, reaching 795 million yuan, a year-on-year increase of 51% [1] - The inventory scale of Guiyan Platinum Industry was 7.391 billion yuan, up 44.24% year-on-year, with inventory accounting for 37.34% of total assets [2][3] - Other companies with notable inventory scales include: - Xianglu Tungsten Industry: 781 million yuan, up 10.97%, 36.36% of total assets [2][3] - China Rare Earth: 2.025 billion yuan, up 28.61%, 36.14% of total assets [2][3] - Northern Rare Earth: 15.958 billion yuan, up 16.74%, 33.73% of total assets [2][3] - Guangsheng Nonferrous: 2.406 billion yuan, up 7.01%, 30.76% of total assets [2][3] Inventory Turnover Efficiency - Most companies reported inventory turnover days below 180 days, indicating efficient inventory management [3] - Companies with low inventory turnover efficiency and turnover days exceeding 300 days include: - Baotai Co., Ltd.: 312.34 days [3] - Yunnan Geology: 327.51 days [3] - Jintian Titanium Industry: 330.15 days [3]

截至2025年8月31日，工业金属上市公司已完成2025年半年财报的披露，对此我们挑选了23家具有代表 性的上市公司进行库存状况分析。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 出品：新浪财经上市公司研究院 作者：木 除了存货规模及存货占比外，23家公司存货周转效率表现如何？报告期内，多数上市公司的存货周转天 数低于180天。存货周转效率较低、存货周转天数超300天的三家上市公司分别为宝钛股份、云南锗业、 金天钛业，存货周转天数分别为312.34天、327.51天、330.15天。 责任编辑：公司观察 从存货占总资产的比例角度看，2024年，多数上市公司存货占全部资产的比重有所增长，贵研铂业、翔 鹭钨业、中国稀土、北方稀土、广晟有色的存货占总资产的比例较高，超过了30%。其中，贵研铂业存 货规模为73.91亿元，同比增长44.24%，存货占总资产的比重为37.34%；翔鹭钨业存货规模为7.81亿 元，同比增长10.97%，存货占总资产的比重为36.36%；中国稀土存货规模为20.25亿元，同比增长 28.61%，存货占总资产的比重为36.14%；北方稀土存货规模为159.58亿 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 截至2025年8月31日，工业金属行业（据申万二级）A股上市公司已完成2025年半年报的披露，对此我 们挑选了23家具有代表性的上市公司进行业绩比对分析。在我们选取的23家工业金属公司中，我们可以 看到，多数上市公司的利润状况有所改善。 北方稀土、东方钽业、章源钨业、安宁股份、华锡有色、贵研铂业、中钨高新、锡业股份8家上市公司 业绩双增，中国稀土、云南锗业、盛和资源、翔鹭钨业、华阳新材、东方锆业、广晟有色7家上市公司 业绩由亏转盈。其中，中国稀土归母净利润由2024年H1的亏损2.44亿元转为盈利1.62亿元；云南锗业归 母净利润由2024年H1的亏损0.09亿元转为盈利0.22亿元；盛和资源归母净利润由2024年H1的亏损0.69亿 元转为盈利3.77亿元；翔鹭钨业归母净利润由2024年H1的亏损0.1亿元转为盈利0.18亿元；华阳新材归母 净利润由2024年H1的亏损0.49亿元转为盈利0.82亿元；东方锆业归母净利润由2024年H1的亏损0.6亿元 转为盈利0.29亿元；广晟有色归母净利润由2024年H1的亏损3.02亿元转为盈利 ...

Group 1 - The Ministry of Industry and Information Technology (MIIT) held a seminar on the "14th Five-Year" planning, with representatives from major companies expressing positive production and operational conditions since the "14th Five-Year" period, highlighting improvements in technological innovation and digital transformation [1][2] - The "15th Five-Year" period is seen as a critical phase for accelerating new industrialization, with companies identifying new challenges and the need for enhanced efforts to address them [1][2] - Key suggestions from participating companies include strengthening core technology research, improving supply chain resilience, promoting high-end and green development, and addressing irrational competition [1][2] Group 2 - MIIT Minister Li Lecheng indicated that recent efforts to regulate irrational competition in key industries like new energy vehicles and photovoltaics have shown initial success [2] - Future actions will focus on legislative support in telecommunications and motor vehicle sectors, enhancing industry self-regulation, and conducting special rectification actions to maintain market order [2][3] - The "15th Five-Year" period presents both opportunities and challenges, necessitating a strategic focus on leveraging the advantages of a socialist market economy and a large-scale market [2][3] Group 3 - The successful implementation of the "15th Five-Year" plan relies on strong support from enterprises and contributions from entrepreneurs, emphasizing the importance of maintaining a reasonable manufacturing ratio and promoting high-quality products [3] - Companies are encouraged to enhance their role in technological innovation, increase investment in R&D, and form innovation alliances to tackle national technological challenges [3] - There is a push for accelerating digital and green transformations, expanding industrial internet applications, and preventing irrational competition while guiding overseas expansion [3]

Core Viewpoint - The article discusses the recent meeting held by the Ministry of Industry and Information Technology (MIIT) regarding the preparation of the "14th Five-Year" plan, emphasizing the importance of industrial and information technology development in China and the need for collaboration among enterprises to address new challenges and opportunities in the upcoming "15th Five-Year" period [1][3][5]. Group 1: Meeting Highlights - The meeting included representatives from major companies such as Sinopec, Angang Steel, and Xiaomi, who reported positive overall production and operational conditions since the "14th Five-Year" period, with significant advancements in technological innovation and digital transformation [1][3]. - Participants highlighted that the "15th Five-Year" period is crucial for accelerating new industrialization, while also acknowledging the new challenges that the industry faces [3][5]. Group 2: Key Recommendations - Attendees suggested focusing on strengthening core technology research, enhancing the resilience of supply chains, and promoting high-end, intelligent, and green development during the "15th Five-Year" period [3][6]. - There was a consensus on the need to eliminate irrational competition and to support orderly overseas expansion of industries [3][6]. Group 3: Government's Role - MIIT Minister Li Lecheng stated that the ministry is working to regulate irrational competition in key sectors like new energy vehicles and photovoltaics, with initial successes reported [5][6]. - The ministry plans to enhance legislation in critical areas such as telecommunications and motor vehicles, and to support industry associations in maintaining market order [5][6]. Group 4: Future Directions - The article emphasizes the importance of high-quality strategic planning to guide the development of industrial and information technology, leveraging China's market advantages and talent pool [5][6]. - There is a call for increased investment in technological innovation and the establishment of innovation consortia to tackle national technology challenges [6].

【文/观察者网 齐倩】 当地时间9月9日，欧盟委员会发布报告称，当前，全球地缘政治秩序剧变，为保证关键能源供应，欧盟 需重视"包括太空采矿在内的先进采矿技术，从月球开始"。 "布鲁塞尔是疯了吗？"当天，美国政客新闻网欧洲版（Politico EU）刊文，不禁灵魂发问。 报道指出，锂、铜、镍和稀土等关键金属对可再生能源和电动汽车等领域至关重要，但欧盟内部几乎不 产这些金属。有数据显示，欧盟几乎100%的稀土从中国进口。 然而，鉴于当前技术发展水平，工业规模的太空采矿仍是一个遥远的梦想。 太空采矿概念图 美国航天新闻网站 欧盟委员会担心，关键能源供应国可能会像石油输出国组织（OPEC）一样联合起来，推高价格并"限制 对关键材料的获取，继而对欧盟的战略自主权和清洁能源转型构成严重挑战"。 对此，Politico EU解读称，欧盟的意思是，全球秩序正在分裂，欧盟必须转向外太空寻找原材料。简而 言之，欧盟认为需要开采月球。 据报道，月球等天体通常富含稀土、铝、钛、锰等有用金属，以及黄金和铂金等贵金属。 此前，已有多个国家开始推广太空采矿，包括美国国家航空航天局（NASA）和日本宇宙航空研究开发 机构（JAXA）。在欧盟 ...

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 ...

9月3日，中国稀土跌5.04%，截至发稿，报58.46元/股，成交31.92亿元，换手率5.04%，总市值620.39亿 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%。 从基金十大重仓股角度 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 稀有金属ETF基金（159671）成立日期2023年2月17日，最新规模4.97亿。今年以来收益57.6%，同类排 名177/4222；近一年收益91.78%，同类排名428/3783；成立以来收益6.49%。 稀有金属ETF基金（159671）基金经理为史宝珖。 截至发稿，史宝珖累计任职时间3年278天，现任基金资产总规模33 ...

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 ...