ZGXT(SZ:000831) Xin Lang Cai Jing·2025-12-29 08:01Core Viewpoint - The Chinese rare earth market experienced a decline of 1.19% on December 29, with a transaction volume of 1.169 billion yuan and a total market capitalization of 49.379 billion yuan [1] Company Overview - The company primarily engages in the production and operation of rare earth oxides and provides rare earth 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%, and a net profit attributable to shareholders of 192 million yuan, which is a significant increase of 194.67% [8] - The company has distributed a total of 346 million yuan in dividends since its A-share listing, with 124 million yuan distributed over the past three years [9] Shareholder Structure - As of September 30, 2025, the top ten circulating shareholders include Hong Kong Central Clearing Limited as the fourth largest shareholder with 29.0694 million shares, an increase of 9.4669 million shares from the previous period [10] - New entrants among the top shareholders include the Jiashi Zhongzheng Rare Earth Industry ETF and the Southern Zhongzheng Shenwan Nonferrous Metals ETF [10] Market Dynamics - The main capital inflow for the stock today was negative, with a net outflow of 63.4119 million yuan, indicating a lack of clear trend among major investors [5][6] - The average trading cost of the stock is 49.48 yuan, with the current price approaching a resistance level of 47.94 yuan, suggesting potential for a price correction if this level is not surpassed [7]