（文章来源：证券日报） 证券日报网讯 9月8日晚间，中科三环发布公告称，公司获悉，公司控股子公司宁波科宁达工业有限公 司及其下属子公司宁波科宁达和丰新材料有限公司于近日分别获得政府补助300万元，公司控股子公司 宁波三环磁声工贸有限公司及其下属子公司宁波中磁贸易有限公司于近日分别获得政府补助801万元、 198万元。前述补助均为与收益相关的政府补助，合计金额为1，599万元。 ...

每经头条（nbdtoutiao）——"中国真正实现了弯道超车"！从美国回来14年，陈智胜亲历中国创新药大 爆发：以前跨国药企不太信任中国数据，但现在不同了 （记者 王晓波） 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%。 截至发稿，中科三环市值为174亿元。 每经AI快讯，中科三环（SZ 000970，收盘价：14.32元）9月8日晚间发布公告称，北京中科三环高技术 股份有限公司获悉，公司控股子公司宁波科宁达工业有限公司及其下属子公司宁波科宁达和丰新材料有 限公司于近日分别获得政府补助300万元，公司控股子公司宁波三环磁声工贸有限公司及其下属子公司 宁波中磁贸易有限公司于近日分别获得政府补助801万元、198万元。前述补助均为与收益相关的政府补 助，合计金额为1599万元，占公司最近一期经审计归属于上市公司股东净利润的 133.16%，补助形式为 现金，与公司日常经营活动相关。截至本公告披露日，前述补助已经实际收到相关款项。 ...

中科三环公告，公司控股子公司宁波科宁达工业有限公司及其下属子公司宁波科宁达和丰新材料有限公 司于近日分别获得政府补助300万元，公司控股子公司宁波三环磁声工贸有限公司及其下属子公司宁波 中磁贸易有限公司于近日分别获得政府补助801万元、198万元。前述补助均为与收益相关的政府补助， 合计金额为1599万元，占公司最近一期经审计归属于上市公司股东净利润的133.16%，补助形式为现 金，与公司日常经营活动相关。截至本公告披露日，前述补助已经实际收到相关款项。 ...

证券代码：000970 证券简称：中科三环 公告编号：2025-043 北京中科三环高技术股份有限公司 二、补助的类型及其对上市公司的影响 1、补助的类型 公司依据《企业会计准则第 16 号一政府补助》的相关规定确认上述事项并 划分补助的类型，上述均为与收益相关的政府补助。 2、补助的确认和计量。 依据《企业会计准则第 16 号一政府补助》的相关规定，公司收到的上述与 收益相关的政府补助确认为其他收益并计入当期损益。对于货币性资产的政府补 助,按照收到或应收的金额计量。具体会计处理以会计师事务所审计确认后的结 果为准。 关于控股子公司获得政府补助的公告 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、获取补助的基本情况 北京中科三环高技术股份有限公司（以下简称"公司"）获悉，公司控股子 公司宁波科宁达工业有限公司及其下属子公司宁波科宁达和丰新材料有限公司 于近日分别获得政府补助 300 万元，公司控股子公司宁波三环磁声工贸有限公司 及其下属子公司宁波中磁贸易有限公司于近日分别获得政府补助 801 万元、198 万元。前述补助均为与收益相关的政府补助，合计 ...

Market Overview - On September 1, the metal new materials sector declined by 0.91%, with Zhongzhou Special Materials leading the drop [1] - The Shanghai Composite Index closed at 3875.53, up 0.46%, while the Shenzhen Component Index closed at 12828.95, up 1.05% [1] Top Performers in Metal New Materials Sector - Aluminum Science and Technology (300811) closed at 78.62, up 6.32% with a trading volume of 201,800 shares and a transaction value of 1.559 billion [1] - Jiangnan New Materials (603124) closed at 93.61, up 3.98% with a trading volume of 51,400 shares and a transaction value of 470 million [1] - Chitong New Materials (300930) closed at 32.97, up 3.97% with a trading volume of 33,800 shares and a transaction value of 110 million [1] Underperformers in Metal New Materials Sector - Zhongzhou Special Materials (300963) closed at 19.60, down 3.64% with a trading volume of 244,300 shares and a transaction value of 480 million [2] - Jinli Permanent Magnet (300748) closed at 39.65, down 3.29% with a trading volume of 1,353,400 shares [2] - Galaxy Magnet (300127) closed at 33.52, down 2.84% with a trading volume of 181,300 shares [2] Capital Flow Analysis - The metal new materials sector experienced a net outflow of 2.024 billion from institutional investors, while retail investors saw a net inflow of 1.605 billion [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors pulling back while retail investors are more active [2] Individual Stock Capital Flow - Aluminum Science and Technology (300811) had a net inflow of 86.8654 million from institutional investors, while retail investors had a net outflow of 11.0 million [3] - Chitong New Materials (300930) saw a net inflow of 13.6276 million from institutional investors, but retail investors had a net outflow of 812.81 thousand [3] - Jiangnan New Materials (603124) had a net inflow of 1.2722 million from institutional investors, with retail investors seeing a net inflow of 426.71 thousand [3]

Core Viewpoint - The rapid development of humanoid robots is creating significant market opportunities for rare earth permanent magnet materials, particularly neodymium-iron-boron magnets, which are essential for the core components of humanoid robots [1]. Group 1: Industry Overview - The humanoid robot industry is accelerating its application, with rare earth permanent magnet materials playing a crucial role in the performance of these robots [1]. - Neodymium-iron-boron permanent magnets are widely used in servo motors and other core components of humanoid robots, indicating a growing demand in this sector [1]. Group 2: Key Companies - **Jiangxi Jinli Permanent Magnet Technology Co., Ltd. (Jinli Permanent Magnet)**: Established in 2008, it is a leading global supplier of high-performance neodymium-iron-boron permanent magnet materials, with applications in various fields including new energy vehicles and humanoid robots. The company has become a key supplier for Tesla in the humanoid robot sector [3]. - **Baotou Yinst Magnetic New Materials Co., Ltd. (Yinst)**: Founded in 2011, Yinst focuses on the development and production of rare earth permanent magnet application devices. The company has established a strong technical barrier and is actively supplying components for humanoid robot motors [5]. - **Beijing Zhongke Sanhuan High Technology Co., Ltd. (Zhongke Sanhuan)**: Established in 1999, it is one of the largest manufacturers of neodymium-iron-boron magnets globally. The company has a strong focus on technological innovation and has been supplying products to the robotics sector for many years [6][7]. - **Ningbo Yunsheng Co., Ltd. (Yunsheng)**: Founded in 1994, it is a major manufacturer of rare earth permanent magnet materials with a production capacity of 21,000 tons per year. The company is expanding into the humanoid robot market and has established partnerships with leading firms in this field [9]. - **Ningbo Jintian Copper (Group) Co., Ltd. (Jintian)**: Established in 1986, Jintian is a leading supplier of copper and copper alloy materials, actively expanding its rare earth permanent magnet materials business to support the development of humanoid robots [11][12].

Core Viewpoint - Zhongke Sanhuan announced that the company and its controlling subsidiaries have no overdue guarantees, no guarantees involved in litigation, and no losses to be borne due to being judged against [2] Group 1 - The company has confirmed the absence of overdue guarantees [2] - There are no guarantees related to ongoing litigation [2] - The company does not face any losses from adverse judgments [2]

证券代码：000970 证券简称：中科三环 公告编号：2025-042 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"）与中国进出口银行天 津分行（以下简称"进出口银行"）签订了《借款合同》，由进出口银行向三环 乐喜提供人民币10,000万元借款，借款期限36个月。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》、《北京中科三环 ...

Industry Overview - Neodymium iron boron (NdFeB) is the strongest permanent magnetic material to date, known as the "king of modern permanent magnets" [1][7] - The market size of China's neodymium iron boron industry is projected to reach 72.1 billion yuan in 2024, with a year-on-year growth of 11.44% [1][7] - Key technological breakthroughs have been achieved in China's rare earth permanent magnet materials industry, with significant advancements in high-performance sintered NdFeB materials [1][7] Industry Chain - The upstream of the NdFeB industry chain includes rare earth metals (such as neodymium, praseodymium, dysprosium, and terbium), iron alloys, and boron [4] - The midstream involves the production and manufacturing of NdFeB, while the downstream applications include consumer electronics, new energy vehicles, wind power equipment, and industrial automation [4] Market Size - The neodymium iron boron industry is experiencing rapid growth, with China's production capacity and market share leading globally [8][9] - The price of neodymium iron boron in China as of mid-2025 is 182.5 yuan per kilogram, reflecting a year-on-year increase of 1.67% [8] - The demand for high-end magnets is increasing, with prices for high-grade magnets being 30%-50% higher than standard grades [7] Key Enterprises - Major players in the neodymium iron boron industry include Jinli Permanent Magnet, Zhongke Sanhuan, and Zhenghai Magnetic Materials, which dominate the market in terms of share, technology, and product quality [10][11] - Jinli Permanent Magnet reported a production increase of 39.48% in high-performance magnetic materials in 2024, reaching approximately 29,300 tons [11] - Zhongke Sanhuan is recognized for its high-performance NdFeB products and has a significant market share in both domestic and international markets [12] Industry Development Trends - The industry is transitioning from "scale expansion" to "technology-driven" growth, focusing on material performance enhancement and process optimization [13] - Emerging fields such as humanoid robots and low-altitude economy are driving new demand, alongside traditional sectors like wind power and consumer electronics [14] - The Chinese government is implementing strict regulations on rare earth mining and supporting high-end processing technologies, promoting the industry's shift towards high-end, intelligent, and green development [15]

Core Viewpoint - The rare earth permanent magnet sector is experiencing significant price increases due to supply constraints and structural demand surges, leading to a bullish outlook for related companies [3][4]. Price Movement - As of the latest report, several companies in the rare earth sector have seen substantial stock price increases, with Jinli Permanent Magnet rising over 19% and Dadi Bear increasing over 10% [1]. - Specific price movements include: - Jinli Permanent Magnet: 36.25, up 19.64% [2] - Dadi Bear: 37.84, up 10.35% [2] - North Rare Earth: 51.56, up 7.53% [2] - China Rare Earth: 49.89, up 5.08% [2] Price Increases in Rare Earth Materials - Prices for key rare earth materials have surged, with average increases exceeding 100,000 yuan/ton since August. Specific price data includes: - Praseodymium oxide: 657,500 yuan/ton, up 58% year-to-date [2] - Neodymium oxide: 657,500 yuan/ton, up 62.95% year-to-date [2] - Metal praseodymium-neodymium: 767,500 yuan/ton, up 56.15% year-to-date [2] Supply and Demand Dynamics - The primary drivers for the price increases are ongoing supply tightening and a structural demand explosion, leading to a supply-demand imbalance [3]. - The strategic importance of rare earths is highlighted by their dual-use nature in military and civilian applications, further tightening supply controls [3]. Regulatory Environment - New regulations have been introduced to manage rare earth mining and processing, emphasizing compliance and potential penalties for violations [3][4]. - The recent policy changes allow smaller rare earth companies to obtain production quotas, which could enhance competition in the sector [4]. Impact on Related Industries - The rising prices of rare earth materials are expected to affect several sectors: - **New Energy Vehicles**: Increased costs for rare earth materials will impact the cost structure of the electric vehicle supply chain [5]. - **Wind Power Equipment**: The cost of manufacturing wind turbines will rise due to the need for rare earth materials in permanent magnet direct drive technology [5]. - **Electronics Manufacturing**: The price increase will drive companies to optimize product structures and enhance technological capabilities [6]. Key Companies to Watch - **North Rare Earth**: The largest light rare earth producer in China, with a complete industry chain [7]. - **Zhongke Sanhuan**: Focused on rare earth permanent magnet materials, strong in electric vehicles and variable frequency appliances [7]. - **Jinli Permanent Magnet**: A leading producer of high-performance neodymium-iron-boron permanent magnets, primarily used in electric vehicles and variable frequency air conditioners [7]. - **Zhenghai Magnetic Materials**: Specializes in high-performance neodymium-iron-boron magnets and electric motor drive systems for electric vehicles [7].