Core Insights - China Rare Earth's stock price increased by 2.02% to 47.50 CNY per share, with a market capitalization of 50.408 billion CNY as of November 13 [1] - The company has seen a year-to-date stock price increase of 69.34%, but a decline of 2.60% in the last five trading days and 16.86% in the last 20 days [1] - For the period from January to September 2025, the company reported a revenue of 2.494 billion CNY, a year-on-year increase of 27.73%, and a net profit of 192 million CNY, a significant year-on-year growth of 194.67% [2] Company Overview - China Rare Earth Group Resources Technology Co., Ltd. was established on June 17, 1998, and listed on September 11, 1998 [1] - The company's main business includes rare earth smelting and separation, as well as rare earth technology research and services [1] - The revenue composition is as follows: rare earth oxides 63.51%, rare earth metals and alloys 35.95%, other (supplementary) 0.35%, and technical service income 0.18% [1] Shareholder Information - As of November 10, the number of shareholders for China Rare Earth reached 254,200, an increase of 2.14% from the previous period [2] - The average number of circulating shares per shareholder is 4,174, which is a decrease of 2.09% from the previous period [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited and various ETFs, with notable changes in their holdings [3]

Core Viewpoint - Zhonggang Tianyuan's stock price has shown significant growth this year, with a year-to-date increase of 53.47%, indicating strong market performance and investor interest [1][2]. Financial Performance - For the period from January to September 2025, Zhonggang Tianyuan achieved a revenue of 2.32 billion yuan, representing a year-on-year growth of 18.43% [2]. - The net profit attributable to shareholders for the same period was 222 million yuan, reflecting a substantial year-on-year increase of 41.02% [2]. Stock Market Activity - As of November 13, Zhonggang Tianyuan's stock was trading at 10.89 yuan per share, with a market capitalization of 8.21 billion yuan [1]. - The stock experienced a net inflow of 3.34 million yuan from main funds, with significant buying activity from large orders [1]. Shareholder Information - As of September 30, 2025, the number of shareholders increased to 56,600, up by 24.07% from the previous period [2]. - The average number of circulating shares per shareholder decreased by 19.40% to 13,305 shares [2]. Dividend Distribution - Since its A-share listing, Zhonggang Tianyuan has distributed a total of 766 million yuan in dividends, with 452 million yuan distributed over the past three years [3]. Shareholding Structure - As of September 30, 2025, Hong Kong Central Clearing Limited was the eighth largest circulating shareholder, holding 7.49 million shares, a decrease of 1.30 million shares from the previous period [3]. - The Jiashi Zhongzheng Rare Earth Industry ETF became a new shareholder, holding 5.70 million shares [3].

Core Viewpoint - Dadi Bear's stock price has experienced fluctuations, with a year-to-date increase of 53.30%, but recent declines in the short term indicate potential volatility in investor sentiment [2]. Group 1: Stock Performance - As of November 12, Dadi Bear's stock price was 31.53 CNY per share, down 2.02% during the trading session, with a market capitalization of 3.61 billion CNY [1]. - The stock has seen a decline of 3.81% over the last five trading days, 16.52% over the last 20 days, and 1.75% over the last 60 days [2]. Group 2: Financial Performance - For the period from January to September 2025, Dadi Bear reported revenue of 1.186 billion CNY, representing a year-on-year growth of 21.99%, and a net profit attributable to shareholders of 43.18 million CNY, up 51.85% year-on-year [2]. - Cumulative cash dividends since the company's A-share listing amount to 173 million CNY, with 90.53 million CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders decreased by 8.99% to 11,000, while the average circulating shares per person increased by 9.88% to 10,401 shares [2]. - The ninth largest circulating shareholder is the Jiashi Zhongzheng Rare Earth Industry ETF, which holds 755,900 shares as a new shareholder [3]. Group 4: Business Overview - Dadi Bear, established on November 4, 2003, specializes in the research, production, and sales of sintered neodymium-iron-boron rare earth permanent magnet materials, with 81.34% of its revenue coming from this segment [2]. - The company operates within the non-ferrous metals sector, specifically in the metal new materials and magnetic materials sub-industry, and is involved in various concept sectors including rare earth permanent magnets and new materials [2].

分红方面，中矿资源A股上市后累计派现17.28亿元。近三年，累计派现15.92亿元。 机构持仓方面，截止2025年9月30日，中矿资源十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股1739.65万股，相比上期增加98.88万股。南方中证500ETF（510500）位居第四大流通股 东，持股1052.36万股，相比上期减少21.70万股。东方新能源汽车主题混合（400015）位居第五大流通 股东，持股966.44万股，相比上期减少143.91万股。南方中证申万有色金属ETF发起联接A（004432）位 居第九大流通股东，持股586.38万股，为新进股东。 资料显示，中矿资源集团股份有限公司位于北京市丰台区金泽路161号院1号楼-4至43层101内35层08， 成立日期1999年6月2日，上市日期2014年12月30日，公司主营业务涉及稀有轻金属(锂、铯、铷)资源开 发与利用、地质勘查技术服务与矿权投资、国际矿产品贸易和国际工程。主营业务收入构成为：销售商 品71.26%，其他18.70%，经营租赁9.22%，提供服务0.82%。 中矿资源所属申万行业为：有色金属-小金属-其他小金属。所属概念板块 ...

Core Viewpoint - The Chinese rare earth market experienced a decline of 2.03% on November 11, with a trading volume of 1.191 billion yuan and a total market capitalization of 50.705 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 main products include high-purity single rare earth oxides and rare earth co-precipitation products, with over 80% of products having a purity greater than 99.99%, and some reaching 99.9999% [2] - The company is ultimately 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 194.67% increase year-on-year [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, which holds 29.0694 million shares, an increase of 9.4669 million shares from the previous period [10] - New shareholders include the 嘉实中证稀土产业ETF and 南方中证申万有色金属ETF, indicating growing institutional interest [10] Market Activity - The main net inflow of funds today was -157 million yuan, with a continuous reduction in main funds over the past three days [5][6] - The average trading cost of the stock is 54.35 yuan, with the stock price approaching a resistance level of 47.94 yuan, suggesting potential for a price correction if this level is not surpassed [7]

资料显示，中矿资源集团股份有限公司位于北京市丰台区金泽路161号院1号楼-4至43层101内35层08， 成立日期1999年6月2日，上市日期2014年12月30日，公司主营业务涉及稀有轻金属(锂、铯、铷)资源开 发与利用、地质勘查技术服务与矿权投资、国际矿产品贸易和国际工程。主营业务收入构成为：销售商 品71.26%，其他18.70%，经营租赁9.22%，提供服务0.82%。 中矿资源所属申万行业为：有色金属-小金属-其他小金属。所属概念板块包括：一带一路、稀土永磁、 锂电池、稀缺资源、小金属等。 11月11日，中矿资源盘中下跌2.03%，截至13:23，报59.90元/股，成交9.30亿元，换手率2.15%，总市值 432.17亿元。 分红方面，中矿资源A股上市后累计派现17.28亿元。近三年，累计派现15.92亿元。 资金流向方面，主力资金净流出5457.66万元，特大单买入1.30亿元，占比13.98%，卖出2.00亿元，占比 21.52%；大单买入2.48亿元，占比26.69%，卖出2.33亿元，占比25.02%。 机构持仓方面，截止2025年9月30日，中矿资源十大流通股东中，香港中央结算有限公司 ...

Core Insights - The stock price of Zhonggang Tianyuan increased by 2.04% on November 11, reaching 11.02 CNY per share, with a trading volume of 1.31 billion CNY and a market capitalization of 8.308 billion CNY [1] - The company has seen a year-to-date stock price increase of 55.30%, with a 6.06% rise over the last five trading days, a 2.56% decline over the last 20 days, and a 9.33% increase over the last 60 days [1] - For the first nine months of 2025, Zhonggang Tianyuan reported a revenue of 2.32 billion CNY, representing an 18.43% year-on-year growth, and a net profit attributable to shareholders of 222 million CNY, up 41.02% year-on-year [2] Financial Performance - The company has distributed a total of 766 million CNY in dividends since its A-share listing, with 452 million CNY distributed over the last three years [3] - As of September 30, 2025, the number of shareholders increased by 24.07% to 56,600, while the average circulating shares per person decreased by 19.40% to 13,305 shares [2] Shareholder Structure - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 7.4942 million shares, a decrease of 1.2976 million shares from the previous period, and the newly entered shareholder, Harvest CSI Rare Earth Industry ETF, holding 5.7049 million shares [3]

Core Viewpoint - The stock of Youyan New Materials has shown significant fluctuations, with a year-to-date increase of 42.99% and a recent net inflow of funds, indicating investor interest and market activity [1][2]. Group 1: Stock Performance - As of November 11, Youyan New Materials' stock price rose by 2.72% to 22.25 CNY per share, with a trading volume of 2.27 billion CNY and a market capitalization of 188.36 billion CNY [1]. - The stock has experienced a 1.74% increase over the last five trading days, a 7.02% decrease over the last 20 days, and a 15.89% increase over the last 60 days [1]. - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent net purchase of 25.72 million CNY on March 4 [1]. Group 2: Company Overview - Youyan New Materials, established on March 12, 1999, specializes in advanced functional materials, including semiconductor materials, rare earth materials, and high-purity metals [2]. - The revenue composition includes high-purity metals (74.75%), rare earth materials (23.52%), infrared optical materials (2.18%), and medical device materials (0.73%) [2]. - The company is classified under the electronic-semiconductor-semiconductor materials sector and is involved in various concept sectors such as rare earth permanent magnets and new materials [2]. Group 3: Financial Performance - For the period from January to September 2025, Youyan New Materials reported a revenue of 6.77 billion CNY, reflecting a year-on-year growth of 0.16%, while the net profit attributable to shareholders was 245 million CNY, marking a significant increase of 114.14% [2]. - The company has distributed a total of 562 million CNY in dividends since its A-share listing, with 290 million CNY distributed over the past three years [3]. Group 4: Shareholder Structure - As of September 30, 2025, the number of shareholders increased to 156,100, with an average of 5,423 shares held per shareholder [2]. - Major shareholders include Hong Kong Central Clearing Limited and various ETFs focused on rare earth and semiconductor sectors, indicating a diversified institutional interest [3].

Core Viewpoint - Zhongju High-tech experienced a stock price increase of 2.03% on November 10, 2023, with a current price of 18.64 CNY per share and a total market capitalization of 14.511 billion CNY [1] Financial Performance - For the period from January to September 2025, Zhongju High-tech reported a revenue of 3.156 billion CNY, representing a year-on-year decrease of 20.01%, and a net profit attributable to shareholders of 380 million CNY, down 34.07% year-on-year [2] - Cumulative cash dividends since the A-share listing amount to 2.413 billion CNY, with 632 million CNY distributed over the last three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders for Zhongju High-tech was 64,900, a decrease of 4.54% from the previous period, with an average of 11,884 circulating shares per shareholder, an increase of 4.76% [2] - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 36.1121 million shares, a decrease of 10.7481 million shares from the previous period [3]

Core Viewpoint - Jinli Permanent Magnet's stock price has experienced fluctuations, with a year-to-date increase of 103.80%, but a recent decline in the last 20 days by 23.31% [1] Group 1: Stock Performance - As of November 10, Jinli Permanent Magnet's stock price was 35.83 CNY per share, with a market capitalization of 49.287 billion CNY [1] - The stock has seen a trading volume of 8.07 billion CNY, with a turnover rate of 1.96% [1] - Year-to-date, the stock has risen by 103.80%, but has decreased by 1.21% in the last 5 trading days and 23.31% in the last 20 trading days [1] Group 2: Financial Performance - For the period from January to September 2025, Jinli Permanent Magnet reported revenue of 5.373 billion CNY, representing a year-on-year growth of 7.16% [2] - The net profit attributable to shareholders for the same period was 515 million CNY, showing a significant year-on-year increase of 161.81% [2] Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Jinli Permanent Magnet increased to 134,000, a rise of 35.31% compared to the previous period [2] - The company has distributed a total of 1.471 billion CNY in dividends since its A-share listing, with 1.084 billion CNY distributed in the last three years [3] - The largest shareholder among the top ten circulating shareholders is Hong Kong Central Clearing Limited, holding 47.706 million shares, an increase of 41.402 million shares from the previous period [3]