CNRE(SH:600111) Xin Lang Cai Jing·2025-12-31 02:00Core Viewpoint - Northern Rare Earth's stock price increased by 1.07% to 46.46 CNY per share, with a trading volume of 808 million CNY and a market capitalization of 167.96 billion CNY as of December 31 [1] Company Overview - Northern Rare Earth (Group) High-Tech Co., Ltd. is located in Baotou, Inner Mongolia, and was established on September 12, 1997, with its stock listed on September 24, 1997 [1] - The company's main business includes rare earth raw materials, functional materials, and some terminal application products [1] - Revenue composition: Production business segment 132.93%, functional materials and application products segment 31.31%, trading business segment 27.24%, and environmental industry and others 4.01% [1] Shareholder Insights - Southern Fund's Southern CSI Shenwan Nonferrous Metals ETF (004432) is among the top ten circulating shareholders of Northern Rare Earth, having increased its holdings by 10.71 million shares in Q3, totaling 20.60 million shares, representing 0.57% of circulating shares [2] - The fund has achieved a return of 91.65% this year, ranking 60 out of 4189 in its category [2] Fund Performance - The Southern CSI Shenwan Nonferrous Metals ETF (512400) also increased its holdings in Northern Rare Earth by 10.71 million shares, making it the second-largest holding in the fund, accounting for 6.95% of the fund's net value [4] - The fund has a year-to-date return of 98.26%, ranking 34 out of 4189 in its category [4]