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 ...

人民财讯9月9日电，中国稀土（000831）9月9日在业绩说明会上表示，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，中国稀土预测稀土产品的价格将维持平稳回升的趋势。 ...

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].

稀土的"禁令"：全球经济版图下的地缘政治暗流 全球经济的脉搏，正经历一场前所未有的深刻变革。在这场波澜壮阔的重塑浪潮中，战略资源的掌控权，无疑是最牵动人心的关键一环。稀土，这被誉 为"工业的维生素"的稀有金属，其供应链的任何风吹草动，都足以在全球市场掀起巨浪。而今，北京方面祭出了一系列旨在从开采、加工到流通环节全面强 化对这些宝贵资源的生产配额和监测的新规，此举的深意不言而喻——进一步巩固中国在全球稀有战略资源供应中的核心地位。这些新规已于上月底悄然生 效，标志着中国在关键资源管控上迈出了坚实而战略性的一步。与此同时，全球经济的不确定性与贸易政策的反复调整，正经由企业的日常运营，一点一滴 地渗透至我们每个普通消费者的生活中。 中国应对这场全球变局，展现出的是一盘多维度的战略棋局。它不仅致力于收紧国内关键资源的控制，更通过一系列海外投资与新兴产业的深度合作，不断 拓展自身在全球供应链中的影响力。这是一场从资源源头到终端产业的全方位博弈。 强化关键资源与产业的主导权，是中国近期政策的核心。通过提升稀土生产和流通的监管力度，确保了战略资源的有效掌握。上月底生效的规定，清晰地向 世界传递了中国掌控供应链上游的坚定决心 ...

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 ...

Core Viewpoint - The article discusses the recent statements made by U.S. officials regarding China's dominance in the rare earth market, highlighting the contradictions and inaccuracies in these claims, while emphasizing China's advancements in technology and market position in rare earth exports [1][3][5]. Group 1: U.S. Claims and China's Response - U.S. Commerce Secretary Howard Lutnick's assertion that rare earths were "invented" in the U.S. and that China is using a low-price monopoly strategy is criticized as unfounded and misleading [1][3]. - China's official response to Lutnick's comments was minimal, indicating a lack of engagement with what is perceived as absurd rhetoric [1][3]. Group 2: Rare Earth Market Dynamics - China holds the world's largest rare earth reserves at 44 million tons, while the U.S. has historically monopolized over 90% of rare earth export technologies [3][5]. - The article argues that the U.S. has attempted to portray China as a monopolist while ignoring its own past actions that have contributed to the current market dynamics [5][6]. Group 3: Technological Advancements in China - Chinese researchers, led by Xu Guangxian, have developed a new extraction method that increases purity to 99.99% and reduces costs to less than one-third of U.S. methods, resulting in China capturing 85.83% of the rare earth export market [6][7]. - The article highlights that China's advancements in technology and a complete supply chain have been key to its success in the rare earth sector [6][7]. Group 4: Broader Implications and Future Outlook - The article suggests that the U.S. is feeling pressured as it attempts to restart its own rare earth production while simultaneously applying pressure on China [9]. - It notes that China's recent export restrictions are aimed at prioritizing domestic needs, and the U.S. response is seen as a reaction to its inability to secure sufficient supplies [9].

Group 1 - The company, China Rare Earth, announced that it will hold a semi-annual performance briefing on September 9, 2025, from 15:00 to 16:00 [2]

Summary of Key Points Core Viewpoint - A total of 135 stocks received buy ratings from institutions today, with 17 stocks receiving initial attention from institutions, indicating a strong interest in the market and potential investment opportunities [1]. Institutional Ratings - 140 buy rating records were published today, with 29 of these providing future target prices. 13 stocks have an upside potential exceeding 20%, with AVIC Optoelectronics showing the highest potential at 61.62% [1]. - Notable stocks with high upside potential include Noli Shares at 48.46% and United Imaging Healthcare at 37.22% [1]. - 17 stocks received initial buy ratings from institutions, including Haimeixing and Hengli Hydraulic [1]. Market Performance - Stocks rated with buy ratings saw an average increase of 3.27%, outperforming the Shanghai Composite Index. 119 stocks experienced price increases, with several hitting the daily limit up [1]. - Stocks with significant declines included Noli Shares, Agricultural Bank, and Shoufang Environmental Protection, with declines of 3.23%, 2.93%, and 1.26% respectively [1]. Industry Focus - The most favored industries include power equipment and machinery, each with 17 stocks listed in the buy rating category. The pharmaceutical and communication sectors also attracted attention, with 15 and 6 stocks respectively [2]. - Specific stocks receiving multiple buy ratings include Betaini, Kebo Da, AVIC Optoelectronics, and Yunnan Baiyao, each with two buy ratings [2][3]. Detailed Stock Information - A selection of stocks with buy ratings includes: - Betaini (2 ratings, +2.22% today, PE 40.30) in beauty care - Kebo Da (2 ratings, +10.00% today, PE 27.44) in automotive - AVIC Optoelectronics (2 ratings, +0.57% today, PE 28.83) in defense and military [2][3]. - Other notable stocks include: - Yunnan Baiyao (2 ratings, +1.06% today, PE 14.56) in pharmaceuticals - Zhonglian Heavy Industry (2 ratings, +0.41% today, PE 11.39) in machinery [2][3]. Additional Stock Ratings - Additional stocks with single buy ratings include: - Xuji Electric (1 rating, +2.09% today, PE 18.44) in power equipment - Xugong Machinery (1 rating, -0.20% today, PE 13.29) in machinery - China Rare Earth (1 rating, +2.33% today, PE 174.07) in non-ferrous metals [3][4].