午后 稀土永磁概念再度拉升， 盛和资源涨停，续创历史新高，此前 北方稀土、 中稀有色、 中色股 份、 包钢股份涨停， 中国稀土触及涨停， 金力永磁、 厦门钨业、 正海磁材、 华宏科技等跟涨。消息 面上，包头稀土产品交易所报价显示，氧化镨钕、金属镨钕、金属钕、氧化镝、氧化铽价格节后迎来普 涨，2月24日均价分别为88.2万元/吨、103.67万元/吨、112万元/吨、162.29万元/吨、643.8万元/吨，相较 于节前分别上涨4.16万元/吨、3.17万元/吨、8万元/吨、17万元/吨、11.8万元/吨。 ...

每经AI快讯，2月25日，稀土指数盘中涨2%，成分股普遍上扬。其中，北方稀土涨3.28%，盛和资源涨 2.92%，中稀有色涨1.87%，中国稀土涨1.78%，华宏科技涨1.59%。 （文章来源：每日经济新闻） ...

内容概况：稀土回收是指对废弃的稀土资源进行高效、环保地再利用的过程，通过一系列工艺，如冶 炼、分离和提纯等，将稀土元素从废弃物中分离出来，再转化为可用的稀土化合物。在政策规范与稀土 下游需求（新能源、军工等）持续释放的推动下，回收市场规模将继续增长。2024年我国稀土回收市场 规模达45.49亿元。 相关企业：华宏科技、中稀天马、银海新材料、步莱铽、包钢新利、稀土友力 关键词：稀土回收量 稀土回收市场规模 稀土回收企业 稀土回收产业链流程 稀土回收短期趋势 一、稀土回收产业概述 稀土是镧（La）、铈（Ce）、镨（Pr）、钕（Nd）、钷（Pm）、钐（Sm）、铕（Eu）、钆（Gd）、 铽（Tb）、镝（Dy）、钬（Ho）、铒（Er）、铥（Tm）、镱（Yb）、镥（Lu），钪（Sc）和钇（Y） 共17种元素的统称。稀土回收是指对废弃的稀土资源进行高效、环保地再利用的过程，通过一系列工 艺，如冶炼、分离和提纯等，将稀土元素从废弃物中分离出来，再转化为可用的稀土化合物。稀土回收 主要分为三类：工业生产废料回收，涵盖开采冶炼加工环节产生的各类废料；报废产品回收，针对含稀 土的废旧电子产品等终端产品；社会流通废料回收，聚焦流通 ...

2月10日，华宏科技涨5.25%，截至发稿，报16.25元/股，成交4.00亿元，换手率4.52%，总市值101.99亿 元。 资料显示，江苏华宏科技股份有限公司位于江苏省江阴市周庄镇澄杨路1118号，成立日期2004年8月19 日，上市日期2011年12月20日，公司主营业务涉及再生资源加工设备业务和废弃资源综合利用业务,电 梯部件业务板块,稀土废料综合利用领域。主营业务收入构成为：稀土资源综合利用49.56%，磁性材料 销售23.77%，再生资源加工设备销售10.45%，电梯零部件销售9.83%，废料回收加工及贸易4.68%，其 他1.71%。 从华宏科技十大流通股东角度 截至发稿，田光远累计任职时间4年340天，现任基金资产总规模791.33亿元，任职期间最佳基金回报 163.5%， 任职期间最差基金回报-46.65%。 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@staff.sina.com.cn。 责任编辑：小浪快报 数据显示，嘉实基金旗下1只基金位居华宏 ...

Group 1 - The A-share market's rare earth permanent magnet sector showed strong performance on February 9, with several stocks reaching their daily limit up [1] - Shenghe Resources experienced a limit-up increase of 10.01%, while China Rare Earth and Northern Rare Earth both rose over 6% [2] - Other notable gainers included San Chuan Wisdom, Zhong Rare Metal, and Huahong Technology, all of which saw increases exceeding 6% [1][2] Group 2 - The total market capitalization of Shenghe Resources is 47.6 billion, with a year-to-date increase of 26.06% [2] - China Rare Earth has a market cap of 58.6 billion and a year-to-date increase of 18.88% [2] - Northern Rare Earth has a market cap of 193.3 billion and a year-to-date increase of 15.96% [2]

Group 1 - The rare earth permanent magnet sector in the A-share market has shown strong performance, with several companies experiencing significant stock price increases [1] - Shenghe Resources reached the daily limit increase, while China Rare Earth, Northern Rare Earth, San Chuan Wisdom, and others saw gains exceeding 6% [1] - The overall market sentiment in the rare earth sector appears positive, indicating potential growth opportunities for investors [1] Group 2 - Shenghe Resources (code: 600392) increased by 10.01%, with a total market capitalization of 47.6 billion and a year-to-date increase of 26.06% [2] - China Rare Earth (code: 000831) rose by 6.79%, with a market cap of 58.6 billion and a year-to-date increase of 18.88% [2] - Northern Rare Earth (code: 600111) saw a 6.73% increase, with a market capitalization of 193.3 billion and a year-to-date increase of 15.96% [2] - Other notable companies include San Chuan Wisdom (6.63% increase), China Rare Metals (6.13% increase), and Huahong Technology (6.02% increase), all showing strong year-to-date performance [2]

Core Insights - The U.S. and Japan are actively seeking to reduce their dependence on rare earth elements, with Japan conducting successful trials for rare earth mud extraction in the Pacific Ocean [1] - Japan currently relies on China for over 70% of its rare earth imports, prompting increased focus on domestic development following China's export restrictions [1] - The U.S. plans to initiate a critical mineral reserve program with an initial funding of $12 billion to decrease reliance on China for rare earth resources [1] - China maintains a dominant position in rare earth resources, extraction technology, and downstream applications, making it challenging for other countries to rebuild their rare earth supply chains [1] Industry Performance - The A-share rare earth sector showed strong performance, with the sector rising by 3.80%, led by companies like Longhua Technology, which increased by 11.46% [3] - Analysts highlight a supply-demand resonance in the rare earth market, with increasing supply concentration and growing demand from sectors like new energy and high-end manufacturing [3] - The strategic value of rare earth resources is becoming more pronounced globally, with many countries emphasizing the importance of critical mineral reserves [3] Company Highlights - Shenghe Resources is a significant player in the domestic rare earth industry, involved in mining, refining, and recycling, with projected earnings growth exceeding 339% by 2025 [5] - Northern Rare Earth is one of the largest rare earth production and processing bases in China, benefiting from resource advantages and stable product supply [5] - Jieneng Permanent Magnet is a high-tech enterprise specializing in rare earth permanent magnet materials, positioned to benefit from the growing demand in sectors like electric vehicles and wind power [5]

2月3日，华宏科技涨5.26%，截至发稿，报15.00元/股，成交2.46亿元，换手率3.00%，总市值94.14亿 元。 责任编辑：小浪快报 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5.43%，同 类排名1475/5562；近一年收益85.78%，同类排名146/4285；成立以来收益92.38%。 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333天，现任基金资产总规模791.33亿元，任职期间最佳基金回报 177.23%， 任职期间最差基金回报-46.65%。 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@staff.sina.com.cn。 资料显示，江苏华宏科技股份有限公司位于江苏省江阴市周庄镇澄杨路1118号，成立日期2004年8月19 日，上市日期2011年12月20日，公司主营业务涉及再生资源加工设备业务和废弃资源综合利用业务,电 梯部件业务板块, ...

Group 1 - On January 30, Huahong Technology experienced a 10.00% decline in stock price, with a trading volume of 507 million yuan. The financing data indicated a net financing outflow of 40.24 million yuan for the day, with a total financing and securities balance of 354 million yuan [1] - The company’s financing balance of 354 million yuan accounts for 3.63% of its circulating market value, which is above the 80th percentile of the past year, indicating a high level of financing activity [1] - In terms of securities lending, Huahong Technology had no shares repaid on January 30, with 2,400 shares sold short, amounting to 37,400 yuan at the closing price. The securities lending balance was 70,100 yuan, also above the 60th percentile of the past year [1] Group 2 - As of September 30, Huahong Technology had 64,400 shareholders, an increase of 85.57% from the previous period, while the average circulating shares per person decreased by 41.27% to 8,684 shares [2] - For the period from January to September 2025, Huahong Technology reported a revenue of 5.461 billion yuan, representing a year-on-year growth of 34.94%. The net profit attributable to shareholders was 197 million yuan, showing a significant increase of 7,110.70% year-on-year [2] - The company has distributed a total of 354 million yuan in dividends since its A-share listing, with 116 million yuan distributed over the past three years [3]

Market Overview - On January 30, the environmental equipment sector rose by 0.09% compared to the previous trading day, with Hengyu Environmental leading the gains [1] - The Shanghai Composite Index closed at 4117.95, down 0.96%, while the Shenzhen Component Index closed at 14205.89, down 0.66% [1] Stock Performance - Hengying Environmental (688309) closed at 31.60, up 12.06% with a trading volume of 58,100 shares and a transaction value of 175 million yuan [1] - Other notable performers included Meiyu Technology (688376) with a closing price of 69.02, up 2.77%, and Lihua Technology (300800) at 12.69, up 2.59% [1] - The table of stock performance shows various companies in the environmental equipment sector with their respective closing prices, percentage changes, trading volumes, and transaction values [1] Capital Flow - The environmental equipment sector experienced a net outflow of 124 million yuan from institutional investors, while retail investors saw a net inflow of 151 million yuan [2] - The capital flow table indicates the net inflow and outflow for various stocks within the sector, highlighting the dynamics between institutional and retail investors [2][3] Individual Stock Analysis - Yinfeng Environment (000967) had a net inflow of 28.08 million yuan from institutional investors, while Hengying Environmental (688309) saw a net inflow of 18.60 million yuan [3] - Conversely, Huahong Technology (002645) faced a significant decline of 10.00%, with a trading volume of 323,900 shares and a transaction value of 507 million yuan [2][3]