稀土资源开发

Search documents
中国稀土(5)沉睡日本海底的中重稀土
日经中文网· 2025-06-24 02:39
为实现稀土泥开发而正在推进的日本内阁府战略性创新创造计划(SIP)的目标是,2027年1月以后每天 打捞相当于350吨的稀土泥。今后的焦点是能否增加采泥量。 日本南鸟岛海域沉睡着世界屈指可数的稀土资源。左为南鸟岛,右为稀土泥 在日本最东端的南鸟岛周边海底发现了"稀土泥",储量被认为超过1600万吨,居世界第3位。而且含量 的5成左右是中国实施管制的中重稀土。如果每天打捞3500吨稀土泥,"在过去20年左右的任何价格范围 内都能盈利"…… 确保纯电动汽车(EV)等必需的稀土是日本国内产业的悬案。占产量7成的中国为了对抗美国而限制出 口,已经出现了令日本国内制造商停止生产的局面。日本的海底资源"稀土泥"中富含属于管制对象 的"中重稀土"。从确保资源安全保障的观点来看,开发的重要性也将提高。 日本的海域沉睡着有潜力的稀土资源。东京大学教授加藤泰浩等的研究团队2013年在位于日本最东端的 南鸟岛(东京都)周边的海底发现了以高浓度含有稀土的"稀土泥"。仅南鸟岛的有潜力海域(2500平方 公里),稀土储量被认为超过1600万吨,居世界第3位。 进入2025年后,日本政府提出了致力于稀土泥开发的方针。4月宣布将启动从深海6 ...
盛和资源:5月6日接受机构调研,包括知名机构正圆投资的多家机构参与
Sou Hu Cai Jing· 2025-05-08 12:20
证券之星消息,2025年5月8日盛和资源(600392)发布公告称公司于2025年5月6日接受机构调研,泉果基 金管理有限公司、海山合私募基金管理中心(有限合伙)、鸿运私募基金管理(海南)有限公司、深圳市杉树 资产管理有限公司、深圳市云众创融投资有限公司、中国国际金融股份有限公司、方正证券股份有限公 司、西部证券股份有限公司、国信证券股份有限公司、国泰君安证券股份有限公司、广发证券股份有限公 司、上海君牛私募基金管理有限公司、国投证券股份有限公司、长江证券股份有限公司、海通国际证券有 限公司、中泰证券股份有限公司、浙商证券股份有限公司、甬兴证券有限公司、华福证券有限责任公司、 华安证券股份有限公司、光大证券股份有限公司、中国银河证券股份有限公司、上海途灵资产管理有限公 司、天风证券股份有限公司、中信证券股份有限公司、五矿证券有限公司、上海申银万国证券研究所有限 公司、财通证券股份有限公司、中银国际证券股份有限公司、东吴人寿保险股份有限公司、国金证券股份 有限公司、东方证券股份有限公司、弘尚资产、北京点石汇鑫投资管理有限公司、华阳国际控股有限公 司、考斯韦(上海)信息咨询有限公司、大家资产管理有限责任公司、蒙犇 ...
华宏科技(002645)2024年报&2025年一季报点评:商誉减值拖累 磁材业务向高端领域升级
Xin Lang Cai Jing· 2025-05-08 10:37
Core Viewpoint - The company's revenue from recycling equipment has declined, and goodwill impairment in the elevator components business is expected to drag down performance in 2024. However, rare earth prices have stabilized, leading to a turnaround in Q1 2025, with expectations for the release of rare earth and magnetic material production capacity [1][3]. Financial Performance - The company has adjusted its net profit forecasts for 2025-2027 to 0.97 billion (originally 2.66 billion), 1.16 billion (originally 3.68 billion), and 1.39 billion, respectively, with corresponding EPS of 0.17, 0.20, and 0.24 [2]. - In 2024, the company achieved operating revenue of 55.76 billion, a year-on-year decline of 19%, and a net profit loss of 3.56 billion, a year-on-year decrease of 124% [2]. - The significant increase in loss is attributed to a goodwill impairment of 3.34 billion for the elevator components subsidiary, Weierman, and declines in revenue from recycling equipment, waste recycling, and rare earth resource utilization, which fell by 12%, 40%, and 41%, respectively [2]. Rare Earth and Magnetic Material Business - In Q1 2025, the company achieved operating revenue of 14.36 billion, a year-on-year increase of 19%, and a net profit of 0.31 billion, marking a turnaround from losses [3]. - The improvement in performance is due to the stabilization and recovery of rare earth prices, better performance in rare earth resource utilization, and a reduction in inventory impairment provisions compared to the same period last year [3]. - The company sold 5,834 tons of rare earth resources in 2024 and currently has an annual recycling capacity of over 12,000 tons. The magnetic material sales volume reached 11,800 tons, with an annual production capacity of 15,000 tons [3]. Policy Support for Recycling Business - The government is increasing support for recycling businesses, with a doubling of support for the "old-for-new" program, allocating 3 trillion in long-term special treasury bonds to boost consumer recycling [4]. - In 2024, over 1.38 million electric bicycles were recycled, with subsidies exceeding 600 million, leading to sales of 3.74 billion. The program will expand in 2025 [4]. - The automotive sector will also see expanded coverage for scrapping old vehicles and optimized processes for subsidy approvals, which is expected to enhance recycling rates and benefit the company's recycling business [4].