道氏技术所属申万行业为：电力设备-电池-电池化学品。所属概念板块包括：钴镍、比亚迪概念、小金 属、中盘、有色铜等。 11月25日，道氏技术（维权）盘中上涨2.03%，截至10:06，报21.60元/股，成交1.28亿元，换手率 0.87%，总市值168.97亿元。 资金流向方面，主力资金净流出946.85万元，特大单买入244.70万元，占比1.91%，卖出594.74万元，占 比4.65%；大单买入2597.32万元，占比20.30%，卖出3194.13万元，占比24.97%。 道氏技术今年以来股价涨60.80%，近5个交易日跌5.35%，近20日跌9.59%，近60日跌4.47%。 资料显示，广东道氏技术股份有限公司位于广东省佛山市禅城区南庄镇怡水三路1号1座，成立日期2007 年9月21日，上市日期2014年12月3日，公司主营业务涉及生产和销售建筑陶瓷的釉面材料,并提供相关 的技术服务和产品设计;商业保理业务;新能源材料。主营业务收入构成为：其他47.44%，锂电材料 34.70%，碳材料9.00%，陶瓷材料8.85%。 截至9月30日，道氏技术股东户数8.45万，较上期增加13.97%；人均流通股8 ...

11月24日，北方稀土盘中上涨2.02%，截至13:54，报44.99元/股，成交28.47亿元，换手率1.78%，总市 值1626.42亿元。 责任编辑：小浪快报 资料显示，中国北方稀土(集团)高科技股份有限公司位于内蒙古自治区包头市稀土高新技术产业开发区 黄河大街83号，成立日期1997年9月12日，上市日期1997年9月24日，公司主营业务涉及稀土原料产品、 稀土功能材料产品及部分稀土终端应用产品。主营业务收入构成为：生产业务分部132.93%，稀土功能 材料及应用产品分部31.31%，贸易业务分部27.24%，环保产业业务分部及其他4.01%。 北方稀土所属申万行业为：有色金属-小金属-稀土。所属概念板块包括：小金属、大盘、稀土永磁、稀 缺资源、基金重仓等。 截至11月20日，北方稀土股东户数73.64万，较上期减少2.13%；人均流通股4908股，较上期增加 2.18%。2025年1月-9月，北方稀土实现营业收入302.92亿元，同比增长40.50%；归母净利润15.41亿元， 同比增长280.27%。 分红方面，北方稀土A股上市后累计派现53.58亿元。近三年，累计派现9.94亿元。 机构持仓方面 ...

Core Viewpoint - The stock of Shenghe Resources has experienced a significant increase of 94.37% year-to-date, but has recently faced declines in the short term, with a drop of 7.17% over the last five trading days and 15.67% over the last 20 days [1] Financial Performance - For the period from January to September 2025, Shenghe Resources reported a revenue of 10.456 billion yuan, representing a year-on-year growth of 26.87%. The net profit attributable to shareholders reached 788 million yuan, showing a substantial increase of 748.07% compared to the previous year [2] Shareholder Information - As of November 10, 2025, the number of shareholders for Shenghe Resources was 239,700, a slight decrease of 0.08% from the previous period. The average number of circulating shares per shareholder increased by 0.07% to 7,312 shares [2] - The company has distributed a total of 1.039 billion yuan in dividends since its A-share listing, with 561 million yuan distributed over the last three years [3] Institutional Holdings - As of September 30, 2025, the top ten circulating shareholders included Hong Kong Central Clearing Limited as the sixth largest shareholder with 35.4767 million shares, an increase of 12.0087 million shares from the previous period. The Southern CSI 500 ETF held 20.4321 million shares, a decrease of 353,500 shares, while the Harvest CSI Rare Earth Industry ETF increased its holdings by 795,400 shares to 15.095 million shares [3]

场外投资者还可以通过稀有金属ETF联接基金（014111）关注稀有金属板块投资机遇。 钴方面，为应对国际市场供过于求的局面，刚果金宣布暂停钴出口并严格落实禁止出口政策。钴价上涨 至40万元/吨左右，基本达到刚果金政府的预期。考虑到2026-2027年刚果金配额数据仍未确定，在钴价 充分上涨后，其政策实际执行情况存在较大不确定性，但短期钴或仍将是能源金属的主涨方向。中长期 来看，小金属的战略地位或将持续提升，包括稀土、钴等在内的小金属中期景气度或持续向上。 数据显示，截至2025年10月31日，中证稀有金属主题指数前十大权重股分别为北方稀土、洛阳钼业、华 友钴业、盐湖股份、赣锋锂业、天齐锂业、中矿资源、中国稀土、西部超导、厦门钨业，前十大权重股 合计占比60%。 稀有金属ETF（562800）跟踪中证稀有金属主题指数，是布局稀有金属板块的便利工具。 2025年11月21日盘中，稀有金属板块回调蓄势。截至2025年11月21日 10:45，中证稀有金属主题指数下 跌。成分股天华新能领跌，江特电机、赣锋锂业、西藏矿业、盛新锂能跟跌。 消息面上，今年下半年以来，受供给端不确定性持续影响，叠加下游储能、动力电池需求大幅 ...

Core Viewpoint - Baosteel Co., Ltd. experienced a decline in stock price, with a drop of 2.37% on November 21, 2023, closing at 2.47 CNY per share, amidst significant trading activity and net outflow of funds [1] Financial Performance - For the period from January to September 2025, Baosteel reported operating revenue of 48.08 billion CNY, a year-on-year decrease of 3.58%, while net profit attributable to shareholders increased by 145.03% to 233 million CNY [2] - The company has cumulatively distributed 4.487 billion CNY in dividends since its A-share listing, with 90.577 million CNY distributed over the past three years [3] Stock Market Activity - Baosteel's stock has increased by 32.94% year-to-date, but has seen a decline of 6.79% over the last five trading days, 6.08% over the last 20 days, and 7.84% over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent instance on July 30, where it recorded a net purchase of 374 million CNY [1] Shareholder Structure - As of September 30, 2025, Baosteel had 914,300 shareholders, a decrease of 1.96% from the previous period, with an average of 34,323 circulating shares per shareholder, an increase of 2.00% [2] - Major shareholders include China Securities Finance Corporation, holding 767 million shares, and Hong Kong Central Clearing Limited, which reduced its holdings by 574 million shares [3]

Core Viewpoint - Jinmoly Co., Ltd. has experienced a stock price decline of 2.02% on November 21, with a current price of 14.05 CNY per share, despite a year-to-date increase of 45.45% [1] Financial Performance - For the period from January to September 2025, Jinmoly Co., Ltd. achieved a revenue of 10.885 billion CNY, representing a year-on-year growth of 7.80%, and a net profit attributable to shareholders of 2.286 billion CNY, up 4.17% year-on-year [2] - Cumulative cash dividends since the company's A-share listing amount to 10.336 billion CNY, with 3.549 billion CNY distributed over the past three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders increased by 10.65% to 82,400, while the average circulating shares per person decreased by 9.63% to 39,134 shares [2] - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 76.3054 million shares, a decrease of 12.6515 million shares from the previous period [3] - New entrants among the top ten circulating shareholders include Southern CSI Nonferrous Metals ETF Initiated Link A, holding 7.8797 million shares [3] Business Overview - Jinmoly Co., Ltd. primarily engages in molybdenum mining, smelting, deep processing, and the production and sale of molybdenum chemical and metal products, with mining and processing accounting for 90.14% of its main business revenue [1] - The company is classified under the non-ferrous metals industry, specifically in the small metals sector, with involvement in various concept sectors including scarce resources and aerospace military [1]

Core Viewpoint - Yunnan Tin Company Limited has experienced a significant stock price increase of 74.60% year-to-date, despite a recent decline of 6.91% over the past five trading days [1] Financial Performance - For the period from January to September 2025, Yunnan Tin achieved a revenue of 34.417 billion yuan, representing a year-on-year growth of 17.81%, and a net profit attributable to shareholders of 1.745 billion yuan, which is a 35.99% increase compared to the previous year [2] Stock Market Activity - As of November 20, the stock price of Yunnan Tin was 23.99 yuan per share, with a trading volume of 601 million yuan and a turnover rate of 1.50%, leading to a total market capitalization of 39.483 billion yuan [1] - The company has been listed on the "Dragon and Tiger List" once this year, with the most recent occurrence on October 10 [1] Shareholder Information - As of November 10, the number of shareholders for Yunnan Tin was 82,600, an increase of 0.69% from the previous period, with an average of 19,916 circulating shares per shareholder, a decrease of 0.68% [2] - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited being the third-largest shareholder, holding 34.7514 million shares, an increase of 6.8983 million shares from the previous period [3] Dividend Distribution - Yunnan Tin has distributed a total of 2.15 billion yuan in dividends since its A-share listing, with 1.103 billion yuan distributed over the past three years [3] Business Overview - Yunnan Tin's main business includes the exploration, mining, and smelting of metals such as tin, zinc, copper, and indium, with tin ingots accounting for 43.61% of its main business revenue [1]

Core Viewpoint - The stock of Ningbo Shanshan Co., Ltd. has experienced a decline of 2.01% on November 20, 2023, despite a year-to-date increase of 76.24% [1][2] Company Performance - As of September 30, 2025, Shanshan Co. achieved a revenue of 14.809 billion yuan, representing a year-on-year growth of 11.48%, and a net profit attributable to shareholders of 284 million yuan, showing a significant increase of 1121.72% [2] - The company has cumulatively distributed 3.079 billion yuan in dividends since its A-share listing, with 1.109 billion yuan distributed in the last three years [3] Stock Market Activity - The stock price as of November 20, 2023, is 13.13 yuan per share, with a total market capitalization of 29.535 billion yuan [1] - The stock has seen a net outflow of 71.51 million yuan in major funds, with large orders showing a buy of 1.8 billion yuan and a sell of 2.17 billion yuan [1] Shareholder Information - As of September 30, 2025, the number of shareholders increased by 19.08% to 179,200, while the average circulating shares per person decreased by 16.02% to 9,804 shares [2] - Major shareholders include Hong Kong Central Clearing Limited and Southern CSI 500 ETF, with the former reducing its holdings by 2.7619 million shares [3]

Company Overview - Shengda Resources Co., Ltd. is located in Fengtai District, Beijing, and was established on June 22, 1995, with its listing date on August 23, 1996. The company primarily engages in the production and sale of silver-lead concentrate and zinc concentrate, as well as non-ferrous metal trading [2]. - The revenue composition of Shengda Resources includes: lead concentrate (including silver) 46.04%, non-ferrous metal trading 23.91%, zinc concentrate (including silver) 20.44%, renewable metal 5.26%, silver ingots 2.28%, others 1.05%, and gold 1.02% [2]. Financial Performance - For the period from January to September 2025, Shengda Resources achieved operating revenue of 1.652 billion yuan, representing a year-on-year growth of 18.29%. The net profit attributable to the parent company was 323 million yuan, reflecting a year-on-year increase of 61.97% [2]. - Since its A-share listing, Shengda Resources has distributed a total of 1.298 billion yuan in dividends, with 120 million yuan distributed over the past three years [3]. Stock Performance - As of November 20, Shengda Resources' stock price decreased by 2.06%, trading at 23.77 yuan per share, with a total market capitalization of 16.401 billion yuan. The stock has increased by 99.92% year-to-date, but has seen a decline of 7.62% over the past five trading days [1]. - The stock has appeared on the "Dragon and Tiger List" twice this year, with the most recent appearance on October 14, where it recorded a net buy of -95.6784 million yuan [1]. Shareholder Structure - As of September 30, 2025, the number of shareholders of Shengda Resources was 39,400, a decrease of 5.63% from the previous period. The average circulating shares per person increased by 5.96% to 16,924 shares [2][3]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 16.6334 million shares, a decrease of 8.9271 million shares from the previous period. New shareholders include Huashang New Trend Preferred Mixed Fund, holding 7 million shares [3].

Core Viewpoint - Hunan Gold's stock price has shown significant growth this year, with a year-to-date increase of 92.15%, despite a recent slight decline in the last five trading days [1] Group 1: Stock Performance - As of November 20, Hunan Gold's stock price rose by 2.14% to 22.91 CNY per share, with a trading volume of 336 million CNY and a turnover rate of 0.95%, resulting in a total market capitalization of 35.8 billion CNY [1] - The stock has experienced a 1.50% decline over the last five trading days, a 12.97% increase over the last 20 days, and a 16.47% increase over the last 60 days [1] - Hunan Gold has appeared on the "Dragon and Tiger List" twice this year, with the most recent appearance on April 21, where it recorded a net buy of -29.8963 million CNY [1] Group 2: Company Overview - Hunan Gold, established on December 26, 2000, and listed on August 16, 2007, is primarily engaged in the mining and processing of gold, antimony, tungsten, and other non-ferrous metals [2] - The company's main revenue sources include gold (94.68%), antimony oxide (2.09%), refined antimony (1.53%), and other products [2] - As of September 30, the number of shareholders increased by 14.70% to 118,300, while the average circulating shares per person decreased by 12.81% to 13,211 shares [2] Group 3: Financial Performance - For the period from January to September 2025, Hunan Gold achieved a revenue of 41.194 billion CNY, representing a year-on-year growth of 96.26%, and a net profit attributable to shareholders of 1.029 billion CNY, up 54.28% year-on-year [2] Group 4: Dividend Distribution - Hunan Gold has distributed a total of 1.228 billion CNY in dividends since its A-share listing, with 553 million CNY distributed over the past three years [3] Group 5: Institutional Holdings - As of September 30, 2025, the second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 30.0837 million shares, an increase of 1.8283 million shares from the previous period [4] - The third-largest circulating shareholder is the Gold ETF (517520), which is a new shareholder holding 17.9704 million shares [4] - Other notable institutional shareholders include Southern CSI 500 ETF and various mixed funds, with some experiencing changes in their holdings [4]