Group 1 - The core viewpoint of the news is that the rare earth permanent magnet concept stocks in the A-share market experienced a significant increase, with several stocks hitting the daily limit up [1] - Notable performers include Antai Technology, Jiaozuo Wanfang, and Zhong Rare Earth, all of which reached a 10% increase [1] - Other stocks such as Longhua Technology, Yujing Co., Zhongkuang Resources, Northern Rare Earth, and China Rare Earth also saw substantial gains, with increases ranging from 3% to over 7% [1] Group 2 - The table lists specific stocks along with their performance metrics, showing that Antai Technology (code 000969) has a market capitalization of 29.1 billion and a year-to-date increase of 31.89% [2] - Jiaozuo Wanfang (code 000612) also reached a 10% increase, with a market cap of 15.9 billion and a year-to-date increase of 20.78% [2] - Zhong Rare Earth (code 600111) has a market cap of 184.8 billion and a year-to-date increase of 10.86%, reflecting a positive trend in the sector [2]

华夏中证1000ETF（159845）基金经理为赵宗庭。 从安泰科技十大流通股东角度 数据显示，华夏基金旗下1只基金位居安泰科技十大流通股东。华夏中证1000ETF（159845）三季度减 持5700股，持有股数399.71万股，占流通股的比例为0.39%。根据测算，今日浮盈赚取约683.5万元。连 续3天上涨期间浮盈赚取1534.89万元。 华夏中证1000ETF（159845）成立日期2021年3月18日，最新规模454.69亿。今年以来收益7.05%，同类 排名1297/5579；近一年收益45.11%，同类排名1637/4202；成立以来收益39.01%。 1月12日，安泰科技涨6.79%，截至发稿，报26.90元/股，成交2.84亿元，换手率1.02%，总市值282.59亿 元。安泰科技股价已经连续3天上涨，区间累计涨幅17.99%。 资料显示，安泰科技股份有限公司位于北京市海淀区学院南路76号，成立日期1998年12月30日，上市日 期2000年5月29日，公司主营业务涉及以先进金属新材料及制品的研发和生产销售为主业。主营业务收 入构成为：先进功能材料及器件38.53%，特种粉末冶金材料及制品36 ...

证券日报网1月9日讯 ，安泰科技在接受调研者提问时表示，2025年上半年，公司稀土永磁产业受原材 料价格波动、关税政策和市场竞争影响，业绩有所承压，同比有所下降，但新签合同额实现9.9%的增 长。下半年整体有所增长。公司目前磁材产能1.2万吨，安泰北方5000吨高端稀土永磁制品项目处于达 产爬坡期，市场份额稳中有升。针对人形机器人、低空经济等新兴领域，公司将其视为实现增长的关键 赛道。高性能钕铁硼磁材是机器人关节伺服电机的核心部件。公司已成立专门团队，聚焦这些领域对磁 材的高性能、高一致性要求进行产品开发，并与多家机器人核心部件厂商进行了接洽和技术交流。目 前，相关业务处于市场拓展和样品验证阶段，公司将全力把握产业爆发带来的机遇。 （文章来源：证券日报） ...

Core Viewpoint - The company anticipates steady growth in its amorphous materials industry through 2025, driven by strategic initiatives and market opportunities [2] Financial Performance - In the first half of the year, the amorphous materials segment achieved revenue of 508 million yuan, representing a year-on-year increase of 12.88% [2] - The net profit for the same period was 40.64 million yuan, showing a significant year-on-year growth of 81.8% [2] Market Dynamics - Although overseas exports experienced a slight decline in the second half due to external factors, sales of nanocrystalline strip materials continued to grow [2] - The export of iron core products surpassed 600 tons for the first time [2] Domestic Market Position - In the domestic market for strip materials used in three-dimensional coil transformers, monthly sales exceeded 1,800 tons for the first time, further solidifying the company's leading position [2] Future Initiatives - A new 10,000-ton amorphous strip project has been completed and accepted on schedule, significantly enhancing the company's supply capacity for high-end energy-saving transformers [2] - The company plans to deepen its focus on the green power distribution sector, leveraging energy efficiency improvement policies to expand market share in high-efficiency energy-saving products [2] - Increased R&D efforts will target emerging market opportunities, although these markets have not yet contributed to revenue [2] - The company aims to collaborate with downstream customers to drive product development and technological breakthroughs while actively participating in industry standard-setting to strengthen its ecological leadership [2]

（编辑 丛可心） 证券日报网1月9日讯 ，安泰科技在接受调研者提问时表示，2025年，公司已成功中标EAST偏滤器、 CRAFT偏滤器、限制器，BEST偏滤器等合同，合同总额1亿多元，2025年11月成功中标"BEST偏滤器 靶板及集成采购项目01包"，中标金额为6990.85万元。该部件是偏滤器中技术门槛最高、工况最苛刻部 分，此次中标是公司技术实力国家级认证。 ...

（编辑 姚尧） 证券日报网讯 1月9日，安泰科技在互动平台回答投资者提问时表示，航空航天领域一直是公司长期服 务的重要市场领域，一直有稳定的订单，涉及具体合作项目、客户信息属于公司商业秘密，请以公司公 告为准。 ...

Core Viewpoint - Antai Technology (000969) emphasizes its tungsten-copper alloy products as essential high-temperature structural materials for aerospace applications, highlighting their high melting point, high-temperature strength, and excellent resistance to liquid metal corrosion [1] Group 1: Product Characteristics - The tungsten-copper alloy products possess high melting points and high-temperature strength, making them suitable for aerospace applications [1] - Soft magnetic alloys and precision alloys exhibit high magnetic induction strength and excellent magnetic stability, which are critical for electromagnetic devices and attitude control systems in the aviation sector [1] Group 2: Market Position - The company provides high-quality and satisfactory key materials, devices, and solutions to aerospace enterprises, reinforcing its position in the aerospace industry [1]

Group 1 - Recent significant price increases in various minor metals, with tungsten showing the most notable rise. As of January 9, black tungsten concentrate (≥65%) is priced at 485,000 yuan/ton, a week-on-week increase of 5.4%. Ammonium paratungstate (APT) is priced at 710,000 yuan/ton, up 6.0% week-on-week; tungsten powder is priced at 1,130 yuan/kg, up 6.5% week-on-week, all reaching historical highs [1] - According to Shenwan Hongyuan Research, the minor metals sector is expected to see positive changes by 2026, driven by high growth in energy storage demand, which will accelerate the reversal cycle in the lithium carbonate industry. In the context of de-globalization, the value of strategic minor metals such as rare earths, tungsten, and antimony will continue to be reassessed [1] - The reshaping of the global credit landscape and the continuation of the Federal Reserve's interest rate cut cycle will jointly support the favorable trend of precious and minor metals [1] Group 2 - On January 9, the A-share market experienced a strong rally, with the Shanghai Composite Index breaking through 4,100 points. The total trading volume reached 3.12 trillion yuan, marking the sixth historical instance of surpassing 3 trillion yuan in trading volume [3] - The minor metals concept continues to strengthen, with several stocks such as Hailiang Co., Yunnan Tin Company, Antai Technology, Xiamen Tungsten, and Zhenhua Co. hitting the daily limit. Other stocks like Zhangyuan Tungsten, Tin Industry Co., Huaxi Nonferrous, Chihong Zinc & Germanium, and China Uranium Industry also saw price increases [3]

| 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 000969 | 安泰科技 | 10.00 | 10.75 | 63248.64 | | 601899 | 紫金矿业 | 2.53 | 1.36 | 55136.73 | | 002428 | 云南锗业 | 10.01 | 16.45 | 52580.59 | | 603993 | 洛阳钼业 | 5.07 | 1.48 | 37485.55 | | 600549 | 厦门钨业 | 10.00 | 4.51 | 36757.25 | | 000630 | 铜陵有色 | 3.68 | 4.67 | 30926.79 | | 600111 | 北方稀土 | 1.44 | 3.98 | 28226.33 | | 300748 | 金力永磁 | 6.48 | 9.87 | 25212.10 | | 000831 | 中国稀土 | 3.96 | 5.61 | 23184.87 | | 600547 | 山东黄金 | 5.75 | 1.51 | 22731.76 ...

证券之星消息，1月9日金属新材料板块较上一交易日上涨3.12%，安泰科技领涨。当日上证指数报收于 4120.43，上涨0.92%。深证成指报收于14120.15，上涨1.15%。金属新材料板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 000969 | 安泰科技 | 25.19 | 10.00% | 111.11万 | 27.46亿 | | 603045 | 福达合金 | 22.50 | 8.28% | 10.33万 | 2.27亿 | | 300748 | 金力永磁 | 37.80 | 6.48% | 111.62万 | 42.12亿 | | 301141 | 中科磁业 | 59.83 | 4.82% | 10.25万 | 6.13亿 | | 300127 | 银河磁体 | 33.77 | 4.10% | 20.35万 | 6.84亿 | | 300963 | 中洲特材 | 24.34 | 3.97% | 71.42万 | 17.00亿 | | 688077 | 大地能 ...