稀土行业迎来实质性利好。 9日A股收盘后，北方稀土公告称，预计2025年上半年净利润为9亿元至9.6亿元，同比大幅增长1882.54%至 2014.71%。受此影响， 金力永磁H股尾盘直线拉升 ，由跌近4%迅速翻红，最终收涨2.35%。 有分析指出，今年以来，稀土行业受到政策引导行业规范、进口矿趋紧、需求预期向好的叠加影响，基本面已 逐步回暖。北方稀土的业绩预增公告验证了这一逻辑，也为后续其他稀土上市公司的业绩增长打开了想象空 间。 展望后市，有券商机构认为，随着后续海外补库需求传导叠加国内新能源汽车旺季来临，稀土价格有望继续上 涨，国内稀土磁材企业有望迎来业绩、估值双击。 公告显示，业绩预增主要原因包括强化生产体系管理，推动产线联动及工艺升级，持续优化原料和产品结构， 满足市场需求；深化横纵向对标提升，进一步降低冶炼分离及稀土金属加工成本；全力保障原料产品供应，深 化营销模式创新，强化营销运作，冶炼分离、稀土金属、稀土功能材料、永磁电机等主要产品产销量同比实现 不同幅度增长；加快推进重点项目建设，新一代稀土绿色采选冶稀土绿色冶炼升级改造项目有序推进；持续锻 造科研长板，科技创新成果丰硕；深入推进国企改革，现 ...

撰 文 / 牛一龙 编 辑 / 张 南 2025年6月26日晚上，小米汽车旗下首款SUV车型小米YU7正式上市，开放购买1小时，大定数量便 突破了28.9万。虽然说可能有黄牛搅局，但是造车新势力这样来势凶猛让传统车企可能还是要黯然 伤神。 小米 YU7 正式上市前，当天下午3时，东风汽车集团有限公司（简称东风公司）召开大会，对旗下 20万元以内的东风乘用车业务、组织、人事等进行重大变革，新成立东风奕派汽车科技公司。 官方通稿说，东风汽车集团股份有限公司（简称东风集团）奕派汽车科技公司（简称新东风奕派） 成立，旨在通过聚焦整合商企、研发、生产、供应链、销售及服务等全价值链的优质资源，全速推 动东风汽车自主乘用车事业的发展。 知情人士透露，新公司将实现业务整合和闭环，采用一个公司一体化运营模式，整合东风乘用车销 售有限公司、东风乘用车制造总部、东风公司总部和东风研发总院的相关职能和人员。而旗下的风 神、纳米、奕派三大品牌仍将保留，各自发挥独特优势。 《汽车商业评论》了解到，在东风自主乘用车的大版图中，除了此次变革涉及的20万元以下的新东 风奕派，还有定位在20万-30万元的岚图，以及30万-40万元以上的猛士科技 ...

Core Viewpoint - The engineering machinery industry is witnessing significant changes with the completion of a major equity transaction between Lingong Group and Volvo Construction Equipment, marking a pivotal moment for both companies and the industry as a whole [2][4][6]. Group 1: Transaction Details - Lingong Group has successfully acquired 70% of Shandong Lingong Engineering Machinery Co., Ltd. from Volvo Construction Equipment through a newly established fund, gaining full ownership and management control [4]. - This acquisition follows a historical context where Volvo acquired the same 70% stake in Shandong Lingong for 327.5 million RMB in January 2007, establishing a long-term partnership [5]. Group 2: Strategic Implications - The acquisition is seen as a critical step in Lingong Group's strategic layout, aiming to integrate resources, enhance technological research and development, and improve product quality and market competitiveness [6]. - Industry experts suggest that this move will optimize management decision-making processes and operational efficiency for Lingong Group, potentially reshaping the competitive landscape within the engineering machinery sector [6].

Group 1 - Baize Medical was listed on the Hong Kong Stock Exchange on June 23, 2025, becoming the third oncology medical service company to go public, following Haijia Medical and Meizhong Jiahe [1] - On its first trading day, Baize Medical's stock price opened at HKD 5.25, a rise of over 24% from the issue price of HKD 4.22, and closed at HKD 6.00, marking a gain of 42.18% [1] - The successful listing of Baize Medical may promote resource integration within the industry and support the expansion of the oncology medical service market [1] Group 2 - Pharmaron announced that its associate company, Yaojie Ankang, was listed on the main board of the Hong Kong Stock Exchange on June 23, 2025 [2] - Pharmaron holds approximately 5.78% of Yaojie Ankang's total shares after the listing, but the actual financial impact will be determined by the audit report [2] - The listing of Yaojie Ankang may enhance investment return expectations and demonstrate the effectiveness of Pharmaron's industry chain layout [2] Group 3 - Guanhao Biological announced the termination of its plan to issue shares to specific investors and has withdrawn its application documents due to changes in the market environment [3] - The decision reflects a strategic adjustment in financing, influenced by market conditions and the company's overall development plan [3] - Attention is needed on the subsequent funding arrangements and business progress following this decision [3] Group 4 - WuXi AppTec has completed a share buyback of 1.5775 million shares, amounting to a total of 1 billion yuan, which represents 0.5462% of its total share capital [4] - The repurchased shares will be used for cancellation, thereby reducing the registered capital [4] - This action signals confidence in long-term development and may enhance shareholder return expectations while optimizing the capital structure [4]

据悉，本届展会面积达25000平方米，设有超1000个展位，吸引了来自全球的近千家顶尖珠宝商参展。 展品覆盖黄金、翡翠玉石、彩宝钻石、水晶、珍珠、非洲翠、南红、绿松石等珠宝玉石全品类，以及创 意设计和高端定制珠宝等全产业链精品，展现珠宝行业工艺技术、设计理念与创新成果。 翡翠展区内，"揭阳展团""平洲展团"悉数亮相，还有来自广东四会、河南南阳、云南瑞丽等多个产业基 地的龙头企业，呈现翡翠产业链生态。 晶莹剔透的水晶展区和"珍"彩纷呈的珍珠展区也吸引一众参观者。来自吉林磐石的"磐龙玉展区"带着一 批精美雕刻作品亮相此次展会。 2025 年 5 月 9 日，2025 上海国际珠宝首饰展览会将在上海世博展览馆 1 号馆盛大拉开帷幕。作为珠宝 行业一年一度的顶级盛会，本届展会由中国珠宝玉石首饰行业协会与珠宝玉石首饰国检集团、上海钻石 交易所、上海黄金交易所、中国（上海）宝玉石交易中心、上海黄金饰品行业协会、上海宝玉石行业协 会、深圳市黄金珠宝首饰行业协会联合主办，上海钻石行业协会协办。 本届展会的品牌展区再度汇聚老凤祥、爱迪生珍珠、千足珍珠等企业品牌。比如，老凤祥推出 "盛唐风 华" 系列产品，将恢弘大气的美感凝练于 ...