数据显示，华夏基金旗下1只基金位居中科三环十大流通股东。华夏中证1000ETF（159845）三季度减 持6700股，持有股数528.6万股，占流通股的比例为0.43%。根据测算，今日浮盈赚取约407.02万元。 2月25日，中科三环涨5.33%，截至发稿，报15.22元/股，成交5.20亿元，换手率2.86%，总市值185.03亿 元。 资料显示，北京中科三环高技术股份有限公司位于北京市海淀区中关村东路66号甲1号楼27层，成立日 期1999年7月23日，上市日期2000年4月20日，公司主营业务涉及稀土永磁和新型磁性材料及其应用产品 的研究开发、生产和销售。主营业务收入构成为：磁材产品销售95.18%，其他(补充)4.82%。 从中科三环十大流通股东角度 截至发稿，赵宗庭累计任职时间8年317天，现任基金资产总规模3569.66亿元，任职期间最佳基金回报 112.43%， 任职期间最差基金回报-32.63%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staf ...

Core Viewpoint - The rare earth concept stocks in the A-share market experienced a significant increase, driven by rising prices of rare earth products, particularly praseodymium oxide and neodymium oxide, which have seen substantial price hikes this year [1][2]. Price Trends - As of February 11, the average price of praseodymium oxide reached 877,000 yuan per ton, with an increase of over 260,000 yuan per ton this year, representing a growth of 43.42% - The average price of neodymium oxide reached 870,000 yuan per ton, with a year-to-date increase of 260,000 yuan per ton, reflecting a growth of 42.62% - The cumulative price increase for praseodymium-neodymium, metallic neodymium, and metallic praseodymium has exceeded 35% this year [1]. Stock Performance - 盛和资源 (Shenghe Resources) saw a price increase of 5.94% with a total market value of 53.5 billion yuan and a year-to-date increase of 41.66% [2] - 金田股份 (Jintian Co.) increased by 3.90%, with a market value of 20.3 billion yuan and a year-to-date increase of 8.61% [2] - 厦门铝业 (Xiamen Tungsten) rose by 3.42%, with a market value of 101.9 billion yuan and a year-to-date increase of 56.28% [2] - 华新环保 (Hua Xin Environmental) increased by 3.36%, with a market value of 4.469 billion yuan and a year-to-date increase of 6.04% [2] - Other notable stocks include 九菱科技 (Jiuling Technology) with a 2.59% increase, 中色股份 (China Nonferrous) with a 2.39% increase, and 中国稀土 (China Rare Earth) with a 2.26% increase [2].

Core Viewpoint - The A-share rare earth permanent magnet sector is experiencing significant growth, driven by rising prices and increasing demand in emerging fields such as humanoid robots and low-altitude economy applications [1][4][12]. Price Trends - Since the beginning of the year, rare earth prices have been on the rise, with the rare earth index reaching 703 points as of February 9, marking a 34.16% increase from early December [9][11]. - Specific product prices have also surged, with praseodymium oxide averaging 877,000 CNY/ton (up 43.42%) and neodymium oxide at 870,000 CNY/ton (up 42.62%) [9][11]. Supply and Demand Dynamics - The current price increase is attributed to multiple factors, including tightened supply, surging demand, and low inventory levels. China's rare earth production capacity is the largest globally, but growth in mining output has slowed [3][11]. - Internationally, geopolitical issues in Myanmar and legal changes in Vietnam have restricted rare earth exports, exacerbating supply constraints [3][11]. - China's policies are increasingly focused on the sustainable development of the rare earth industry, with new regulations set to be implemented in the coming years [3][11]. Emerging Demand Sectors - The demand for rare earths is expected to grow significantly due to advancements in humanoid robotics and the low-altitude economy, particularly electric vertical takeoff and landing (eVTOL) aircraft [4][5][12]. - Projections indicate that by 2035, the demand for neodymium-boron magnets in these sectors could reach 33,000 tons, representing a 5.5% market share, with further growth anticipated by 2040 [5][12]. Company Performance - Among the 26 A-share rare earth permanent magnet stocks, 16 have reported earnings forecasts for 2025, with 15 companies expected to turn losses into profits or report increased earnings [6][14]. - Notable companies include: - Zhongke Sanhuan, with a projected net profit increase of 566.23% to 1.2 billion CNY [14]. - Shenghe Resources, expecting a profit increase of 281.28% to 910 million CNY [14]. - Jingli Permanent Magnet, with a forecasted profit increase of 127% [14]. - The overall profitability of the sector is improving, attracting institutional attention [6][14].

证券日报网讯 2月11日，中科三环在互动平台回答投资者提问时表示，截至2026年2月10日收盘，公司 股东总户数为108754户。 （文章来源：证券日报） ...

Group 1 - North Mining Technology (600980) is a state-owned enterprise under the State-owned Assets Supervision and Administration Commission, focusing on mining equipment and magnetic materials, with a leading position in the global market for intelligent flotation machines and a 12% share in domestic sintered permanent magnetic ferrite production [1][25][26] - Greenme (002340) is a leader in the recycling of rare metals and new energy materials, with a dual business model of "urban mining + new energy materials," supplying major companies like CATL and BYD [1][27] - Xiamen Tungsten (600549) is a leader in tungsten, molybdenum, and rare earth permanent magnetic materials, with a complete industrial chain from mining to high-end magnetic material production [2][28] Group 2 - Jiyuan Wanfang (000612) is a significant player in aluminum smelting and rare earth permanent magnetic materials, leveraging local resources to form a dual business model of "aluminum + rare earth" [3][29] - Wanlong Magnetic Plastic (603150) is a leader in refrigerator door seals and magnetic materials, producing ferrite magnets for major appliance manufacturers [4][30] - Northern Rare Earth (600111) is the largest rare earth producer globally, controlling over 40% of the world's rare earth oxide production and holding significant pricing power [5][30] Group 3 - Chifeng Gold (600988) is involved in gold mining and rare earth resource development, with a strong position in the domestic rare earth market [6][31] - Zhongmin Resources (002738) is a leader in lithium mining and rare earth resources, with significant overseas rare earth mining rights [7][33] - Galaxy Magnet (300127) specializes in sintered and bonded neodymium-iron-boron magnets, serving major clients like BYD and CATL [8][34] Group 4 - Zhong Rare Metals (600259) focuses on rare earth mining and functional materials, with a strong position in the medium and heavy rare earth sectors [9][35] - Tianhe Magnetic Materials (603072) is a leader in high-end neodymium-iron-boron magnets, supplying major automotive and industrial clients [10][36] - Oriental Zirconium (002167) produces zirconium products and rare earth functional materials, with a focus on the electronics and new energy sectors [11][37] Group 5 - Jinli Permanent Magnet (300748) is a leading producer of rare earth permanent magnetic materials, with a strong presence in the automotive sector [12][38] - Huaxin Environmental (301265) focuses on environmental equipment and rare earth recycling, leveraging a dual business model [13][40] - China Rare Earth (000831) is a key player in rare earth mining and processing, with a focus on high-value applications in new energy and military sectors [14][49]

证券代码：000970 证券简称：中科三环 公告编号：2026-002 北京中科三环高技术股份有限公司 关于为控股子公司提供担保的进展公告 本公司及其董事会全体成员保证信息披露内容的真实、准确和完整，没有 虚假记载、误导性陈述或重大遗漏。 一、担保情况概述 近日，北京中科三环高技术股份有限公司（以下简称"公司"）之控股子公 司天津三环乐喜新材料有限公司（以下简称"三环乐喜"）与中国农业银行股份 有限公司天津经济技术开发区分行（以下简称"农业银行"）签订了《借款合同》， 由农业银行向三环乐喜提供人民币6,000万元借款，借款期限3年。公司为此借款 提供担保。 公司于2025年3月11日召开了第九届董事会第八次会议，于2025年4月8日召 开了2024年年度股东大会，分别审议通过了《关于为控股子公司提供担保的议案》， 其中为三环乐喜提供的担保额度为人民币110,000万元。具体内容详见公司于 2025年3月13日和2025年4月9日在《证券时报》、《中国证券报》、《证券日报》 和巨潮资讯网（http://www.cninfo.com.cn）上披露的《北京中科三环高技术股 份有限公司第九届董事会第八次会议决议公告》 ...

2026年2月6日稀土市场行情 本周国内稀土市场整体行情波动较大，在诸多不确定性因素的影响下，主流轻重稀土产品价格走势有所 不同，成交量仍有待提高。 轻稀土市场上，镨钕价格呈现先大涨后理性回调再反弹的态势：周初，受上月底镨钕价格明显上升的影 响，供应商报价继续上调；周中，由于下游用户对高价货源抵触情绪升高与前期利好支撑减弱，产品报 2026年2月6日稀土价格一览 | | | 中钨在线稀土产品报价表 | | | | | --- | --- | --- | --- | --- | --- | | | | 2026年2月6日 | | | | | 产品名称 | | 规格/含量/牌号 | 中钨在线报价 | 涨跌 | 東位 | | | 氧化铜 | La2O3/TREO 99.5-99.9% | 4.700.00 | 1 | 元/吨 | | | 氧化镇 | Eu2O3/TREO 99.95-99.99% | 172.00 | - | 元/千克 | | 轻 凝 | 氧化错 | Pr6011/TREO 99.0-99.9% | 820,000.00 | 12,000 | 元/吨 | | + | 氧化紋 | Nd2O3/TREO ...

Core Insights - All 12 listed rare earth companies have reported positive earnings forecasts for 2025, indicating a strong performance outlook for the sector [1][2][3] Group 1: Earnings Forecasts - Northern Rare Earth is expected to achieve a net profit of 2.176-2.356 billion, reflecting an increase of 116.67%-134.60% year-on-year [4][5] - Shenghe Resources anticipates a net profit of 0.790-0.910 billion, with a year-on-year growth of 281.28%-339.20% [4][5] - Jien Mining is projected to report a net profit of 0.660-0.760 billion, representing a growth of 127.00%-161.00% [4][5] - Zhenghai Magnetic Materials expects a net profit of 0.310-0.380 billion, with an increase of 235.72%-311.52% [4][5] - Ningbo Yunsheng forecasts a net profit of 0.280-0.380 billion, indicating a growth of 194.49%-299.67% [4][5] - Yuyuan New Materials anticipates a net profit of 0.255-0.280 billion, with a year-on-year increase of 73.00%-90.00% [4][5] - Longi Magnet Technology expects a net profit of 0.155-0.200 billion, reflecting a growth of 39.57%-80.09% [4][5] - China Rare Earth is projected to turn a profit with a net profit of 0.143-0.185 billion [4][5] - Sanchuan Wisdom anticipates a net profit of 0.128-0.160 billion, with a year-on-year growth of 100.73%-150.91% [4][5] - Zhongxi Rare Metals expects to turn a profit with a net profit of 0.100-0.130 billion [4][5] - China Science and Technology is projected to achieve a net profit of 0.080-0.120 billion, with a significant increase of 566.23%-899.35% [4][5] - China Science Magnetics anticipates a net profit of 0.029-0.035 billion, reflecting a growth of 75.11%-108.32% [4][5]

证券日报网讯2月2日，中科三环（000970）在互动平台回答投资者提问时表示，截至2026年1月30日收 盘，公司股东总户数为110147户。 ...

嘉实中证稀土产业ETF（516150）成立日期2021年3月9日，最新规模77.71亿。今年以来收益11.16%， 同类排名926/5580；近一年收益95.88%，同类排名131/4286；成立以来收益102.83%。 2月2日，中科三环跌5.02%，截至发稿，报13.62元/股，成交4.14亿元，换手率2.46%，总市值165.58亿 元。 资料显示，北京中科三环高技术股份有限公司位于北京市海淀区中关村东路66号甲1号楼27层，成立日 期1999年7月23日，上市日期2000年4月20日，公司主营业务涉及稀土永磁和新型磁性材料及其应用产品 的研究开发、生产和销售。主营业务收入构成为：磁材产品销售95.18%，其他(补充)4.82%。 从中科三环十大流通股东角度 数据显示，嘉实基金旗下1只基金位居中科三环十大流通股东。嘉实中证稀土产业ETF（516150）三季 度新进十大流通股东，持有股数1046.65万股，占流通股的比例为0.86%。根据测算，今日浮亏损失约 753.59万元。 嘉实中证稀土产业ETF（516150）基金经理为田光远。 截至发稿，田光远累计任职时间4年332天，现任基金资产总规模791.3 ...