ZGXT(SZ:000831) Xin Lang Cai Jing·2025-12-03 10:03Core Viewpoint - The news highlights the performance and market dynamics of China's rare earth industry, particularly focusing on the stock of China Rare Earth Group Resources Technology Co., Ltd, which has shown a slight increase in price and significant revenue growth in recent periods [1][8]. Company Overview - China Rare Earth Group Resources Technology Co., Ltd is primarily engaged in the production and operation of rare earth oxides and related products, as well as technology research and consulting services [2][8]. - The company is controlled by the State-owned Assets Supervision and Administration Commission of the State Council, categorizing it as a state-owned enterprise [3][4]. Financial Performance - For the period from January to September 2025, the company achieved a revenue of 2.494 billion yuan, representing a year-on-year growth of 27.73%, while the net profit attributable to shareholders was 192 million yuan, marking a significant increase of 194.67% [8]. - The company's main business revenue composition includes 63.51% from rare earth oxides, 35.95% from rare earth metals and alloys, and 0.18% from technical services [8]. Market Activity - On December 3, the rare earth sector saw a price increase of 0.60%, with a trading volume of 1.254 billion yuan and a turnover rate of 2.50% [1]. - The stock's average trading cost is reported at 51.53 yuan, with the current price approaching a resistance level of 47.94 yuan, indicating potential for upward movement if this level is surpassed [7]. Shareholder Information - As of November 10, the number of shareholders for China Rare Earth increased to 254,200, with an average of 4,174 shares held per person, reflecting a slight decrease of 2.09% [8]. - Institutional holdings show that Hong Kong Central Clearing Limited is the fourth largest shareholder, with an increase in holdings, while other ETFs have also shown varying changes in their positions [10].