资金流向方面，今日主力资金净流出4077.88万元，占比成交额7.2%。其中，超大单净流出794.80万 元、占成交额1.4%，大单净流出3283.09万元、占成交额5.8%，中单净流出流出1664.30万元、占成交额 2.94%，小单净流入5742.19万元、占成交额10.14%。 通过天眼查大数据分析，江苏华宏科技股份有限公司共对外投资了12家企业，参与招投标项目217次， 知识产权方面有商标信息15条，专利信息425条，此外企业还拥有行政许可35个。 来源：金融界 华宏科技最新一期业绩显示，截至2025一季报，公司营业总收入14.36亿元、同比增长18.76%，归属净 利润3113.35万元，同比增长212.29%，扣非净利润2653.91万元，同比增长135.75%，流动比率2.074、速 动比率0.953、资产负债率42.32%。 天眼查商业履历信息显示，江苏华宏科技股份有限公司，成立于2004年，位于无锡市，是一家以从事铁 路、船舶、航空航天和其他运输设备制造业为主的企业。企业注册资本58151.7698万人民币，实缴资本 24018.2277万人民币。公司法定代表人为胡品贤。 金融界消息 截至2 ...

（文章来源：证券日报） 证券日报网讯 8月1日晚间，华宏科技发布公告称，公司不存在逾期的对外担保事项，不存在涉及诉讼 的担保及因担保被判决应承担的损失的情况。 ...

| 证券代码：002645 | 证券简称：华宏科技 | 公告编号：2025-054 | | --- | --- | --- | | 债券代码：127077 | 债券简称：华宏转债 | | 江苏华宏科技股份有限公司 关于为控股子公司提供担保的进展公告 本公司及董事会全体成员保证信息披露的内容真实、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 债权人：上海浦东发展银行股份有限公司宁波分行 （一）担保审议情况 江苏华宏科技股份有限公司（以下简称"公司"或"华宏科技"）于 2025 年 4 月 23 日召开第七届董事会第二十六次会议，并于 2025 年 5 月 23 日召开 2024 年度股东大会，审议通过了《关于公司及子公司 2025 年度对外担保额度预计的 议案》，同意公司为子公司提供担保额度总计不超过 20 亿元人民币，并授权公 司董事长全权代表公司签署上述担保额度内的各项法律文件，授权期限自公司 2024 年度股东大会批准之日起至 2025 年度股东大会召开之日止。具体内容详见 刊登于《证券时报》《上海证券报》及巨潮资讯网（www.cninfo.com.cn）的《关 于公司及子公司 2 ...

Group 1 - The environmental equipment sector increased by 0.2% on July 29, with Yaguang Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3609.71, up 0.33%, while the Shenzhen Component Index closed at 11289.41, up 0.64% [1] - Notable performers in the environmental equipment sector included Yami Co., Ltd. with a closing price of 19.75, up 10.03%, and Huahong Technology with a closing price of 15.60, up 3.04% [1] Group 2 - The environmental equipment sector experienced a net outflow of 61.21 million yuan from institutional investors, while retail investors saw a net inflow of 96.92 million yuan [2] - The top net inflows from retail investors were observed in Yami Co., Ltd. with 24.87 million yuan and Longjing Environmental Protection with 24.74 million yuan [3] - Conversely, significant net outflows from institutional investors were noted in Huahong Technology with 58.04 million yuan and Longjing Environmental Protection with 10.72 million yuan [3]

New Stock Issuance - Multiple companies are scheduled for new stock issuance on July 24, 2025, including *ST Zitian (300280) and ST Nanzhi (002305) [1] - Significant announcements were made for companies like Guosheng Tang (300436) and Huayin Power (600744) on July 17 and July 15, respectively [1] Trading Alerts - Companies such as Gaoguan Min Explosive (002827) and Zhongyan Dadi (003001) have recent trading alerts as of July 24, 2025 [1] - A total of 50 companies have been flagged for abnormal trading fluctuations, indicating potential market volatility [2] Market Trends - The report highlights a trend of increased market activity with numerous companies announcing significant changes in stock status [1] - The presence of multiple *ST (Special Treatment) companies suggests heightened scrutiny and potential risk for investors [1] Regulatory Compliance - Companies are required to disclose significant announcements to ensure transparency in trading activities [1] - The report emphasizes the importance of monitoring announcements to assess market conditions and investment risks [1]

Core Viewpoint - The A-share rare earth sector has experienced a significant surge, driven by multiple favorable factors, leading to substantial gains in key stocks such as Northern Rare Earth and Huahong Technology [2][4]. Group 1: Favorable Factors for Rare Earth Sector - The first favorable factor is the impressive performance forecast from Northern Rare Earth, expecting a net profit of 0.9 to 0.96 billion yuan for the first half of the year, representing a year-on-year increase of 1882.54% to 2014.71% [2]. - The second factor is the continuous rise in rare earth ore prices, with Northern Rare Earth and Baotou Steel further increasing the transaction prices for the third quarter by 1.5% [4]. - The third factor is the explosive demand from downstream industries such as electric vehicles and consumer electronics, with projections indicating that China's rare earth market could reach 180 billion yuan by 2030, growing at a compound annual growth rate of 11.50% [4]. - The fourth factor relates to the geopolitical context, where rare earth supply has become a key leverage point in the US-China trade tensions, supporting rare earth prices [4]. - The fifth factor is the macroeconomic cycle influenced by the Federal Reserve's interest rate cuts, which may stimulate global economic growth and increase demand for rare earths [4]. Group 2: Performance of Rare Earth Stocks - A total of 15 rare earth stocks have shown an average increase of 25.25% over the past month, with Huahong Technology leading at a 73.00% increase [6][8]. - Notably, Huahong Technology's mid-year profit forecast indicates a year-on-year growth of 3047% to 3721%, attributed to rising rare earth prices and increased production in its magnetic materials business [6][8]. - The trading activity remains high, with an average turnover rate of 40.79% for the listed stocks, indicating strong market interest [6]. Group 3: Fund Holdings in Rare Earth Stocks - Among the rare earth stocks, 13 companies have attracted fund investments, with Guangsheng Youse having the highest fund holding ratio at 8.16%, which increased by 5.74% from the previous quarter [9][10]. - The majority of companies experienced fund reductions in the second quarter, with Hengdian East Magnet and Ningbo Yunsheng seeing the highest decrease [9]. - Guangsheng Youse's performance turnaround is linked to rising rare earth prices and increased sales of rare earth permanent magnets [9].

Market Overview - As of July 21, the Shanghai Composite Index closed at 3559.79 points, up by 25.31 points, representing a 0.72% increase [1] - The Shenzhen Component Index closed at 11007.49 points, up by 93.65 points, with a 0.86% increase [1] - The ChiNext Index closed at 2296.88 points, up by 19.73 points, reflecting a 0.87% increase [1] - A total of 85 A-shares had a turnover rate exceeding 20% on this day [1] Top Trading Stocks - The stock with the highest turnover rate was C Huaxin (600930), closing at 7.56 yuan with a turnover rate of 49.06% and a price increase of 13.68% [2] - Nanfang Road Machinery (603280) had a turnover rate of 47.75%, closing at 28.72 yuan with a 10.00% increase [2] - Zhongshe Consulting (833873) saw a turnover rate of 45.32%, closing at 9.64 yuan with a significant increase of 25.19% [2] - Feilu Co., Ltd. (300665) closed at 10.38 yuan with a turnover rate of 44.49% and a price increase of 13.32% [2] - Other notable stocks include Tietuo Machinery (873706) with a 41.82% turnover rate and a 29.99% increase, and Weiman Sealing (301161) with a 39.90% turnover rate and a 19.99% increase [2] Additional Notable Stocks - Jiangsu Juhong (301279) had a turnover rate of 36.38% and closed at 26.09 yuan with a 2.84% increase [2] - Hong Kong Di Technology (301633) closed at 86.20 yuan with a turnover rate of 33.59% and a price increase of 15.35% [2] - Other stocks with significant turnover rates include Dongfang Zirconium (002167) at 30.78% and a 7.25% increase, and Hainan Ruize (002596) at 24.91% with an 8.31% increase [3][4]

Group 1 - The rare earth permanent magnet sector has shown strong market performance recently, with Huahong Technology being a standout stock, achieving a remarkable 7-day surge of 6 consecutive limits [1] - Shenghe Resources also recorded a limit increase, indicating ongoing market interest in the rare earth permanent magnet concept [1] - Traditional rare earth companies such as China Northern Rare Earth Group, Jiaozuo Wanfang, and Baotou Steel have also seen stock price increases, reflecting the active state of the entire sector [1] Group 2 - The supply-demand dynamics are providing foundational support for the sector's strength, with projections indicating a tight supply situation for global praseodymium and neodymium oxide over the next three years [1] - The supply-demand gap for praseodymium and neodymium oxide is expected to be 28 tons, 1525 tons, and 1018 tons from 2025 to 2027, representing 0.02%, 1.24%, and 0.78% of annual demand respectively [1] - The continuous tight supply situation is likely to drive moderate price increases for rare earths, with improved market expectations providing upward momentum for related companies' stock prices [1] Group 3 - Huahong Technology, as the sector leader, is expected to see a significant increase in net profit for the first half of the year, with a year-on-year growth rate projected between 3047% and 3722% [1] - The recovery and stabilization of rare earth prices, along with growth in high-performance magnetic material production and sales, are the main drivers behind the substantial improvement in performance [1] Group 4 - Huahong Technology has an annual production capacity of 15,000 tons in the rare earth permanent magnet materials sector and is advancing the construction of a 10,000-ton high-performance rare earth permanent magnet materials project in Baotou, expected to be completed by the end of the year [2] - The discovery of a new mineral, "Neodymium Yellow River Mineral," approved by the International Mineralogical Association, enriches the theoretical framework of rare earth mineralogy and provides new avenues for independent development and utilization of neodymium resources [2] - Neodymium, as a core component of high-performance permanent magnetic materials, is in high demand in sectors such as new energy vehicles, wind power generation, and electronic information [2]

证券时报·数据宝统计，两融数据来看，该股最新（7月18日）两融余额为2.91亿元，其中，融资余额 2.90亿元，较前一个交易日增加809.74万元，环比增长2.87%，近7日累计增加1.05亿元，环比增长 56.61%。 龙虎榜数据显示，该股因连续三个交易日内，涨幅偏离值累计达20%、日跌幅偏离值达7%、日涨幅偏 离值达7%上榜龙虎榜4次，买卖居前营业部中，机构净卖出3027.89万元，营业部席位合计净买入 1504.34万元。 华宏科技再度涨停，7个交易日内录得6个涨停，累计涨幅为65.89%，累计换手率为129.74%。截至 9:57，该股今日成交量8109.13万股，成交金额12.38亿元，换手率15.81%。最新A股总市值达91.65亿 元，A股流通市值80.83亿元。 近日该股表现 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.07.18 | 9.98 | 21.92 | 15021.35 | | 2025.07.17 | -6.39 | 27.29 | -10099.85 | | 2025.07. ...

稀土永磁板块拉升，华宏科技（002645）触及涨停，盛和资源（600392）涨超8%，北方稀土 （600111）、包钢股份（600010）、焦作万方（000612）跟涨。 ...