Zhong Ke San Huan Co., Ltd.(000970)

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【私募调研记录】中略投资调研中科三环
Zheng Quan Zhi Xing· 2025-08-18 00:13
Group 1 - The core viewpoint of the news is that Xiamen Zhonglue Investment has conducted research on a listed company, focusing on its products and market performance, particularly in the context of export controls and technological advancements [1] - Zhongke Sanhuan's products are widely used in various fields such as automotive, consumer electronics, and industrial robotics [1] - The company has made progress in reducing the use of heavy rare earth materials through techniques like grain refinement and grain boundary diffusion [1] Group 2 - The company has experienced a slight decrease in the proportion of exports, although some orders have received export licenses [1] - Zhongke Sanhuan has implemented material recovery methods to meet customer requirements, including the replacement of magnetic material scraps with external raw material suppliers [1] - The product pricing cycle is 2-3 months, with prices determined through negotiations based on raw material costs and other factors [1] Group 3 - The company has been applying its products in the industrial robotics sector for several years, with humanoid robots currently under development, which is expected to have a positive impact in the future [1]
【私募调研记录】瀑布资管调研中科三环
Zheng Quan Zhi Xing· 2025-08-18 00:13
Group 1 - The core viewpoint of the news is that Xi'an Waterfall Asset Management recently conducted research on a listed company, Zhongke Sanhuan, which has a diverse product application in automotive, consumer electronics, and industrial robotics sectors [1] - Zhongke Sanhuan's products are primarily affected by export controls, particularly those involving neodymium-iron-boron permanent magnet materials containing dysprosium and terbium, with a slight year-on-year decrease in export proportion [1] - The company has made progress in reducing the use of heavy rare earths through techniques such as grain refinement and grain boundary diffusion, and is also recovering magnetic material scraps through partnerships with external raw material suppliers [1] Group 2 - The product pricing cycle for Zhongke Sanhuan is 2-3 months, with prices determined through negotiations based on raw material costs and other factors [1] - The company has had years of application in the industrial robotics field, with humanoid robots still in the research and development stage, which is expected to have a positive impact in the future [1]
【机构调研记录】长安基金调研中科三环
Zheng Quan Zhi Xing· 2025-08-18 00:09
Group 1 - Chang'an Fund recently conducted research on a listed company, Zhongke Sanhuan (000970), which has products widely used in automotive, consumer electronics, and industrial robotics sectors [1] - The company indicated that the impact of export controls mainly involves neodymium-iron-boron permanent magnet materials containing dysprosium and terbium, with a slight year-on-year decrease in export proportion despite some orders receiving export licenses [1] - Zhongke Sanhuan has made progress in reducing the use of heavy rare earths through technologies such as grain refinement and grain boundary diffusion, and is also recovering magnetic material scraps through partnerships with external raw material suppliers [1] - The product pricing cycle is 2-3 months, with prices determined through negotiations based on raw material costs and other factors [1] - The company has had years of application in the industrial robotics field, with humanoid robots still in the research and development stage, which is expected to have a positive impact in the future [1] Group 2 - Chang'an Fund was established in 2011 and currently has an asset management scale of 14.449 billion yuan, ranking 132 out of 210 [2] - The asset management scale for non-monetary public funds is 9.15 billion yuan, ranking 123 out of 210 [2] - The fund manages 50 public funds, ranking 102 out of 210, with 9 public fund managers, ranking 111 out of 210 [2] - The best-performing public fund product in the past year is Chang'an Industry Growth Mixed A, with a latest unit net value of 1.12 and a growth of 72.9% over the past year [2]
中科三环:三环控股拟将其持有的约346万股公司股份转让给中科集团
Mei Ri Jing Ji Xin Wen· 2025-08-15 13:34
2025年1至6月份,中科三环的营业收入构成为:制造业占比95.18%,其他业务占比4.82%。 (文章来源:每日经济新闻) 中科集团是三环控股的控股股东,因此三环控股、中科集团属于一致行动人。本次协议转让事项属于公 司控股股东三环控股及其一致行动人中科集团之间的内部转让,不涉及二级市场减持,不会导致三环控 股及其一致行动人合计持股比例、数量发生变化。 中科三环(SZ 000970,收盘价:15.11元)8月15日晚间发布公告称,2025年8月15日,公司收到控股股 东三环控股发来的《关于北京三环控股有限公司股份转让的告知函》,三环控股拟将其持有公司的约 346万股股份(占公司总股本的0.28%)以非公开协议转让方式转让给中科集团,转让价格为13.01元/ 股,股份转让总价款合计为人民币约4500万元。 ...
中科三环: 中科三环关于控股股东及其一致行动人之间内部协议转让股份的提示性公告
Zheng Quan Zhi Xing· 2025-08-15 13:20
本次协议转让事项属于公司控股股东三环控股及其一致行动人中科集团之间的内部转 让,不涉及二级市场减持,不会导致三环控股及其一致行动人合计持股比例、数量发 生变化。 化。 效。 算有限责任公司深圳分公司办理股份协议转让过户手续,是否能够最终完成尚存在不 确定性,敬请广大投资者注意投资风险。 一、协议转让概述 证券代码:000970 证券简称:中科三环 公告编号:2025-041 北京中科三环高技术股份有限公司 关于控股股东及其一致行动人之间内部协议转让股份的提示性公告 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。 重要内容提示: 股有限公司(以下简称"三环控股")拟将其持有的公司 3,458,877 股股份(占公司 总股本的 0.28%)以非公开协议转让方式转让给其控股股东中科实业集团(控股)有限 公司(以下简称"中科集团")。 (一)本次协议转让的基本情况 的告知函》,三环控股拟将其持有公司的3,458,877股股份(占公司总股本的0.28%) 以非公开协议转让方式转让给中科集团,转让价格为13.01元/股,股份转让总价款合计 为人民币44,999,989. ...
中科三环(000970.SZ):三环控股拟将所持0.28%股份转让给中科集团
Ge Long Hui A P P· 2025-08-15 13:20
Group 1 - The core point of the article is that Zhongke Sanhuan (000970.SZ) announced a non-public agreement for the transfer of 3,458,877 shares, representing 0.28% of the total share capital, from its controlling shareholder Beijing Sanhuan Holdings Co., Ltd. to its parent company Zhongke Industrial Group (Holding) Co., Ltd. [1]
中科三环(000970) - 中科三环关于控股股东及其一致行动人之间内部协议转让股份的提示性公告
2025-08-15 13:05
证券代码:000970 证券简称:中科三环 公告编号:2025-041 北京中科三环高技术股份有限公司 关于控股股东及其一致行动人之间内部协议转让股份的提示性公告 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。 重要内容提示: 1、北京中科三环高技术股份有限公司(以下简称"公司")控股股东北京三环控 股有限公司(以下简称"三环控股")拟将其持有的公司 3,458,877 股股份(占公司 总股本的 0.28%)以非公开协议转让方式转让给其控股股东中科实业集团(控股)有限 公司(以下简称"中科集团")。 2、中科集团是三环控股的控股股东,因此三环控股、中科集团属于一致行动人。 本次协议转让事项属于公司控股股东三环控股及其一致行动人中科集团之间的内部转 让,不涉及二级市场减持,不会导致三环控股及其一致行动人合计持股比例、数量发 生变化。 3、本次股份转让不触及要约收购,亦不会导致公司控股股东及实际控制人发生变 化。 4、本次股份转让协议需待公司实际控制人中国科学院控股有限公司批准转让后生 效。 5、本次股份转让需经深圳证券交易所进行合规性审核后,方能在中国证券登记 ...
中科三环:接受中信证券等投资者调研



Mei Ri Jing Ji Xin Wen· 2025-08-15 10:41
截至发稿,中科三环市值为184亿元。 每经头条(nbdtoutiao)——华康股份11亿元并购疑云:收购对象的大客户两年前已深陷债务危机,如 何贡献巨额营收? 每经AI快讯,中科三环(SZ 000970,收盘价:15.11元)发布公告称,2025年8月15日,中科三环接受 中信证券等投资者调研,公司田文斌、包海林参与接待,并回答了投资者提出的问题。 2025年1至6月份,中科三环的营业收入构成为:制造业占比95.18%,其他业务占比4.82%。 (记者 王晓波) ...



中科三环(000970) - 2025年8月15日投资者关系活动记录表
2025-08-15 10:14
Group 1: Product Applications - The company's products are primarily used in automotive (including new energy vehicles), consumer electronics, industrial robots, computers, energy-saving appliances, wind turbines, and industrial motors [1]. Group 2: Export Control Impact - Export controls on heavy rare earth materials, particularly those containing dysprosium and terbium, require the company to submit applications for export approval, which has led to a slight year-on-year decrease in export proportion in the first half of the year [1]. Group 3: Technology Development - The company has made significant progress in reducing the use of heavy rare earths through grain refinement, grain boundary diffusion technology, and grain boundary control, continuously optimizing these technologies to meet customer needs [1]. Group 4: Waste Recycling - The company focuses on waste recycling by collaborating with external raw material suppliers to recover magnetic material scraps, thereby meeting customer requirements for material recycling [1]. Group 5: Pricing Strategy - The company adjusts product prices approximately every 2-3 months, taking into account raw material price fluctuations and negotiating with customers [2]. Group 6: Robotics Application - The company's products have been applied in industrial robots for several years, with ongoing attention to humanoid robots currently in the research phase, which could positively impact the industry and the company once commercialized [2].
有色金属行业今日涨2.23%,主力资金净流入36.90亿元
Zheng Quan Shi Bao Wang· 2025-08-15 09:28
有色金属行业今日上涨2.23%,全天主力资金净流入36.90亿元,该行业所属的个股共137只,今日上涨 的有128只,涨停的有4只;下跌的有9只。以资金流向数据进行统计,该行业资金净流入的个股有74 只,其中,净流入资金超亿元的有11只,净流入资金居首的是中科三环,今日净流入资金6.61亿元,紧 随其后的是盛和资源、北方稀土,净流入资金分别为5.76亿元、5.03亿元。有色金属行业资金净流出个 股中,资金净流出超5000万元的有6只,净流出资金居前的有宁波韵升、华钰矿业、赤峰黄金,净流出 资金分别为9262.83万元、8713.39万元、6271.14万元。 有色金属行业资金流入榜 | 代码 | 简称 | 今日涨跌幅(%) | 今日换手率(%) | 主力资金流量(万元) | | --- | --- | --- | --- | --- | | 000970 | 中科三环 | 9.97 | 16.63 | 66107.71 | | 600392 | 盛和资源 | 4.79 | 13.27 | 57633.86 | | 600111 | 北方稀土 | 1.69 | 6.56 | 50347.49 | | 60025 ...