重要内容提示： 1、中国稀土集团资源科技股份有限公司（以下简称"公司"）拟吸收合并 全资子公司中稀（赣州）稀土有限公司（以下简称"中稀赣州"）。本次吸收合 并完成后，中稀赣州的独立法人资格将被注销，其全部资产、债权、债务及其他 一切权利与义务等由公司继承。 2、本次吸收合并事项已经公司第九届董事会第二十次会议、第九届监事会 第十三次会议审议通过。根据《深圳证券交易所股票上市规则》规定，本次吸收 合并不构成关联交易，亦不构成《上市公司重大资产重组管理办法》规定的重大 资产重组。根据《公司章程》等相关规定，本次吸收合并尚需提交公司股东大会 审议。 3、中稀赣州作为公司全资子公司，其财务报表已纳入公司的合并报表范围， 本次吸收合并不会对公司正常经营、财务状况和经营成果产生重大影响，不会损 害公司及全体股东特别是中小股东的利益。 一、本次吸收合并概述 证券代码：000831 证券简称：中国稀土 公告编号：2025-050 中国稀土集团资源科技股份有限公司 关于吸收合并全资子公司并注销其法人资格的公告 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。 为贯彻落实《中共中央 ...

每经AI快讯，8月29日，中国稀土(000831.SZ)公告称，上半年实现营业收入18.75亿元，同比增长 62.38%；归属于上市公司股东的净利润为1.62亿元，上年同期亏损2.44亿元。 ...

中国稀土8月29日晚间披露半年报，公司上半年实现营业收入18.75亿元，同比增长62.38%；归属于上市 公司股东的净利润1.62亿元，上年同期亏损2.44亿元；基本每股收益0.1524元。 ...

中国稀土公告，2025年上半年营业收入18.75亿元，同比增长62.38%；归属于上市公司股东的净利润 1.62亿元，上年同期净亏损2.44亿元，同比扭亏为盈。公司计划不派发现金红利，不送红股，不以公积 金转增股本。 (本文来自第一财经) ...

Core Viewpoint - The company reported significant growth in revenue and profit for the first half of 2025, driven by favorable market conditions and strategic adjustments in marketing and production processes [1] Financial Performance - The company achieved operating revenue of 1.875 billion yuan, representing a year-on-year increase of 62.38% [1] - The net profit attributable to shareholders was 162 million yuan, a turnaround from a loss of 244 million yuan in the same period last year [1] - Basic earnings per share were reported at 0.1524 yuan [1] Market and Operational Strategy - The overall rise in the rare earth market contributed to the company's revenue growth [1] - The company enhanced market analysis and effectively seized opportunities from the rebound in rare earth product prices [1] - Adjustments in marketing strategies led to a year-on-year increase in sales [1] - The company focused on optimizing production processes to improve quality and efficiency [1] Accounting Adjustments - The company reversed some inventory impairment provisions in accordance with accounting standards, positively impacting profits [1]

中国稀土集团资源科技股份有限公司 2025 年半年度报告全文 中国稀土集团资源科技股份有限公司 2025 年半年度报告 2025-048 2025 年 8 月 1 中国稀土集团资源科技股份有限公司 2025 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容 的真实、准确、完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担 个别和连带的法律责任。 本半年度报告内容涉及的未来计划等前瞻性陈述，因存在不确定性，不 构成公司对投资者的实质承诺，请投资者注意投资风险。 公司的相关风险，敬请查阅"第三节 管理层讨论与分析"中关于"十、 公司面临的风险和应对措施"的内容。 公司计划不派发现金红利，不送红股，不以公积金转增股本。 2 | | | | 第一节 | 重要提示、目录和释义 | 1 | | --- | --- | --- | | 第二节 | 公司简介和主要财务指标 | 6 | | 第三节 | 管理层讨论与分析 | 9 | | 第四节 | 公司治理、环境和社会 | 18 | | 第五节 | 重要事项 | 20 | | 第六节 | 股份变动及股东情况 | 2 ...

稀土永磁概念异动拉升，中国稀土涨停，天通股份、钢研纳克、广晟有色、盛和资源、宁波韵升、华宏 科技等跟涨。 ...

Investment Rating - The report maintains a standard rating for the non-ferrous metals industry, indicating a positive outlook for investment in this sector [1]. Core Insights - The non-ferrous metals industry has seen a significant increase in performance, with an overall rise of 8.37% in the last two weeks, outperforming the CSI 300 index by 1.41 percentage points, ranking 5th among 31 industries [2][11]. - The small metals and new materials sectors have shown particularly strong performance, with increases of 21.87% and 13.84% respectively in the same period [2][16]. - The report highlights the positive impact of government policies on the rare earth sector, leading to a rapid price recovery for rare earth products [4][72]. Industry Analysis Market Performance - As of August 28, 2025, the non-ferrous metals industry has increased by 16.08% this month and 44.99% year-to-date, ranking 5th and 2nd respectively among 31 industries [11][12]. - The small metals sector has surged by 77.45% year-to-date, while the new materials sector has risen by 55.77% [16]. Price Trends - As of August 28, 2025, key prices include: - LME copper at $9,839.50 per ton - LME aluminum at $2,607 per ton - LME lead at $1,988 per ton - LME zinc at $2,787 per ton - LME nickel at $15,300 per ton - LME tin at $34,825 per ton [22]. - The rare earth price index reached 226.27, up 21.16 from early August, with specific prices for praseodymium-neodymium oxide averaging 604 yuan per kilogram [41][72]. Company Performance - Notable companies in the sector include: - China Rare Earth (000831) and Kingstone Permanent Magnet (300748), which are recommended for attention due to their strong market positions [73]. - In the last two weeks, the top-performing stocks include Zhangyuan Tungsten (57.70%), Kingstone Permanent Magnet (54.48%), and Northern Rare Earth (46.39%) [18][20]. - Year-to-date, the top gainers are Copper Crown Copper Foil (217.60%), Zhongzhou Special Materials (211.00%), and Northern Rare Earth (165.00%) [20].

Group 1 - The small metals sector experienced a significant increase of 3.66% on August 29, with Guangsheng Nonferrous leading the gains [1] - The Shanghai Composite Index closed at 3857.93, up 0.37%, while the Shenzhen Component Index closed at 12696.15, up 0.99% [1] - Key stocks in the small metals sector showed notable price increases, with Guangsheng Nonferrous and China Rare Earth both rising by 10% [1] Group 2 - The small metals sector saw a net inflow of 135 million yuan from institutional investors, while retail investors experienced a net outflow of 335 million yuan [2] - The trading volume and turnover for key stocks in the small metals sector were substantial, with China Rare Earth achieving a turnover of 5.201 billion yuan [1][2] - The data indicates a mixed sentiment among different investor types, with institutional investors showing confidence while retail investors withdrew funds [3]

Core Viewpoint - The market showed strong performance in the lithium and rare earth sectors, with significant gains in related stocks and ETFs, indicating a bullish trend in the non-ferrous metals industry [2][6]. Group 1: Market Performance - On August 29, 2025, the market experienced a red plate fluctuation, with the non-ferrous metals sector leading the gains, particularly in lithium and rare earth concepts [2]. - The non-ferrous metals ETF (516650) rose by 3.19%, with a weekly cumulative increase of 7.88% and an average daily trading volume exceeding 40 million yuan [2]. - The China Rare Earth stock hit the daily limit, achieving two consecutive boards, while other stocks like Shenghe Resources and Tin Industry shares also saw significant increases of 9.24% and 7.21%, respectively [2]. Group 2: Index and Weighting - As of July 31, 2025, the top ten weighted stocks in the China Non-Ferrous Metals Industry Theme Index (000811) accounted for 50.84% of the index, including Zijin Mining, Northern Rare Earth, and Luoyang Molybdenum [2]. - The top ten stocks by weight are as follows: Zijin Mining (15.80%), Northern Rare Earth (4.98%), Luoyang Molybdenum (4.68%), Shandong Gold (4.56%), China Aluminum (4.41%), Huayou Cobalt (3.98%), Zhongjin Gold (3.36%), Chifeng Jilong Gold (3.27%), Ganfeng Lithium (3.01%), and Yun Aluminum (2.63%) [4].