均瑶健康上演"地天板" 今天， "常温乳酸菌第一股"均瑶健康上演"地天板"，走出6天5板，成交额超8亿元 。 今天，A股迎来6月开门红，三大指数集体上涨，全市场超3300只个股飘红。 板块方面，中韩自贸区、新消费、足球概念、贵金属、医药相关板块涨幅靠前。 个股方面， 新消费概念股均瑶健康（605388）上演"地天板"，走出6天5板 ；若羽臣涨停，万辰集团涨 超14%，双双创历史新高；创新药龙头股舒泰神"20CM"涨停；广晟有色涨停，股价创阶段新高。 截至收盘，上证指数涨0.43%，深证成指涨0.16%，创业板指涨0.48%。市场成交额为1.16万亿元。 国金证券研报称，上周医药板块表现强势，其中创新药板块尤其值得关注。国家药监局批准11款全新创 新药的上市申请，另外还有2款创新药拟纳入优先审评，为相关企业业绩增长提供助力。同时政策端对 创新药的支持持续，叠加海外授权交易不断落地，创新药景气度有望持续。建议重点关注仿创药板块重 估机会。此外，一季报后景气度反转和业绩改善，也将带来连锁药房、器械、CXO、仿制药、中药、 医疗服务等板块投资机会。 5月30日，均瑶健康发布股价异动公告称，公司不存在应披露而未披露事项 ...

A股稀土永磁板块震荡走强，广晟有色涨超8%，天和磁材、华阳新材涨超5%，赤峰黄金涨超4%，大地 熊、盛和资源跟涨。 ...

午后稀土永磁概念 拉升， 广晟有色触及涨停，刷新年内高点， 九菱科技涨超10%， 天和磁材、 华阳 新材、 西磁科技、 大地熊、 盛和资源涨幅靠前。消息面上，近日大摩研报指出，每个人形机器人平均 需要约0.9公斤稀土金属、与电动汽车相当，包括28个用于关节的旋转和线性执行器，以及12个手部执 行器。人形机器人革命或催生8000亿美元关键稀土矿物需求。 ...

Core Viewpoint - Tianhe Magnetic Materials Technology Co., Ltd. reported a revenue of 2.59 billion yuan and a net profit of 136 million yuan for 2024, highlighting its strong position in the high-performance rare earth permanent magnet materials sector [2] Group 1: Financial Performance - In 2024, the company achieved an operating income of 2.59 billion yuan [2] - The net profit attributable to shareholders was 136 million yuan, with a net profit of 132 million yuan after deducting non-recurring gains and losses [2] Group 2: Business Strategy - The company focuses on high-performance rare earth permanent magnet materials, particularly in sectors such as new energy vehicles, wind power generation, energy-efficient home appliances, 3C consumer electronics, and robotics [2] - Tianhe Magnetic Materials emphasizes a dual-driven business model of sintered neodymium-iron-boron and sintered samarium-cobalt, supported by strong technological innovation and stable product quality [2] - The company plans to enhance R&D, optimize costs, and maintain a high-end market positioning to increase market share and develop new customers and markets [3] Group 3: Future Outlook - The company aims to strengthen its R&D-driven approach and improve management and information technology levels [3] - The development of humanoid robots is identified as a significant growth point for neodymium-iron-boron magnetic components, with plans to target high-end clients in this area by 2025 [3]

Group 1: Economic Transformation and Development - Shanxi is tasked with building a national resource-based economic transformation pilot zone, aiming for high-quality development and innovative integration of technology and industry [1][2] - The province has designated this year as the "Year of Major Project Construction," establishing six trillion-level major project reserves to enhance economic stability and growth [2][3] - In the first "Three Batches" event of the year, nearly 500 projects were signed, started, or put into operation, with a total investment exceeding 130 billion [3] Group 2: Investment and Project Implementation - Significant projects are being accelerated, with a focus on high-tech industries, equipment manufacturing, and new energy, leading to a projected increase in investment scale and structure optimization [4] - In the first quarter, high-tech industry investment grew by 33.6%, equipment purchase investment by 29.2%, and private investment by 10.2%, all surpassing the overall investment growth rate [4] Group 3: Cultural and Tourism Development - The tourism sector in Shanxi has seen a remarkable increase, with visitor numbers at the Xiaoxitian Scenic Area rising by 542% during the May Day holiday [6] - Shanxi is enhancing its cultural tourism offerings by integrating technology and unique cultural experiences, leading to a 20.4% increase in visitor numbers at key monitored scenic spots [8][9] Group 4: Industrial Innovation and Small Enterprises - Shanxi is focusing on nurturing high-quality small and medium-sized enterprises, with 4,484 innovative SMEs and 2,903 specialized and innovative SMEs recognized at the provincial level [10] - The province has established a robust industrial ecosystem, with 16 provincial key industrial chains and 41 "chain master" enterprises, directly or indirectly creating nearly 1.8 million jobs [10][11] Group 5: Future Goals and Projections - The "Shanxi Provincial Key Industrial Chain Capability Leap 2025 Action Plan" aims to further promote the integration of industrial clusters and chains, targeting an annual revenue of over 800 billion [11]

证券代码：301622 股票简称：英思特 包头市英思特稀磁新材料股份有限公司 投资者关系活动记录表 编号：2025-004 由于钐铁氮永磁材料生产存在一定的技术壁垒，目前其生 产和应用仍处于起步阶段，且市场需求尚未完全激发，规模较 小，但作为新一代稀土永磁材料，相信随着关键技术的突破， 钐铁氮永磁材料的市场需求在未来有望进一步扩大。 3、问：公司盈利能力较强，利润率高，主要源于什么因 素？ 答：公司盈利能力主要得益于技术领先优势与内部运营能 力。公司凭借创新的磁路设计能力，以更低成本满足客户更高 性能的需求；依托可实现快速量产交付的自动化生产工艺以及 与全球头部消费电子品牌的长期深度合作，建立了显著竞争优 势。同时，公司位于内蒙古包头，拥有稀土原材料产地优势、 电力成本优势以及人力成本优势。公司始终保持技术迭代与成 本动态管控，在采购环节，公司选择与多种来源类型的原材料 供应商建立长期稳定的合作关系，并与相关原材料供应商签订 了长期协议以保证原材料供应稳定。此外，公司会根据市场需 求和原材料价格波动情况，及时预测原材料价格走势，合理调 整库存水平以达到优化成本目的，有效平衡市场定价压力，确 保盈利水平的可持续 ...

Core Viewpoint - The company is experiencing significant growth in the production and sales of magnetic materials, driven by a recovery in rare earth prices and a share buyback plan that reflects confidence in its development [1][3]. Group 1: Financial Performance - In Q1 2025, the average market price for praseodymium-neodymium oxide was 430,000 yuan/ton, and for neodymium-iron-boron N45 it was 159,000 yuan/ton, representing year-on-year increases of 13% and 3%, respectively [2]. - The company produced 6,600 tons of neodymium-iron-boron magnetic materials and sold 6,024 tons in Q1 2025, with both figures showing over 40% year-on-year growth [2]. - The net profit per ton of magnetic materials in Q1 2025 was 17,600 yuan/ton, reflecting a 35% increase quarter-on-quarter [2]. - The company's operating expenses in Q1 2025 were 140 million yuan, up 23% year-on-year but down 11% quarter-on-quarter [2]. - Non-operating income for Q1 was approximately 63 million yuan, mainly from increased government subsidies [2]. Group 2: Share Buyback and Future Growth - The company plans to repurchase 3.21 to 6.41 million shares using 100 to 200 million yuan of its own funds, which represents 0.23% to 0.47% of its total share capital, with a maximum buyback price of 31.18 yuan/share [3]. - The buyback amount is equivalent to 34% to 69% of the company's net profit attributable to shareholders for 2024, indicating a strong buyback effort that may boost market confidence [3]. - The company is investing 1.05 billion yuan in a new project in Baotou to produce 20,000 tons of high-performance rare earth permanent magnetic materials, expected to be operational in two years, increasing total capacity to 60,000 tons [3]. - The company allocated 320 million yuan for R&D in 2024, accounting for about 4.7% of its revenue, and is progressing on a project in Mexico to establish a production line for 1 million magnetic components [3]. - The company is expected to benefit from advancements in humanoid robot technology, potentially opening a second growth curve [3].

Core Viewpoint - The rare earth permanent magnet concept stocks have experienced a significant rise, with Wanlong Magnetic Plastic hitting the daily limit, indicating strong market interest and potential growth in the sector [1] Group 1: Stock Performance - Wanlong Magnetic Plastic saw a limit-up increase in its stock price [1] - Guangsheng Nonferrous Metals rose over 8%, while other companies such as Dadi Xiong, Huayang New Materials, Longmag Technology, Ximike Technology, Ningbo Yunsheng, and China Rare Earth also experienced gains [1] Group 2: Regulatory Developments - At least six companies have obtained export licenses for dual-use rare earth materials from the Ministry of Commerce [1] - Several other listed companies are in the process of obtaining their rare earth export licenses, indicating a positive trend in regulatory approvals [1]

Group 1 - The rare earth permanent magnet sector experienced a short-term surge, with Wanlong Magnetic Plastic hitting the daily limit up [1] - Companies such as Jiuling Technology, Huayang New Materials, Guangsheng Nonferrous, Dadi Xiong, and Xici Technology also saw significant increases in their stock prices [1]

（原标题：和讯投顾郭利：A股高位预警？下周有两个重点方向） 其他板块方面，人工智能日线头部拐头，30分钟级别下跌反抽，周一建议减仓甚至清仓；汽车零部件周 五大涨，但建议观望不要追涨，等回调再判断走势；通用设备反弹是减仓机会，无建仓点；白水走势 弱，反抽以减仓为主；银行上涨有虹吸效应，结构上或再冲一下，但对其上涨不看好；地产震荡无方 向，继续观察；多元金融与证券走势相似，回调深，在里面的等反弹一笔出，不在里面的不参与；消费 电子日线高位，30分钟级别反抽逢高减仓；IT服务拐头向下，30分钟级别反弹减仓；稀土永磁高位滞 涨，逢高减仓；通信设备、大科技拐头，反抽减仓；光伏设备因小作文上涨后辟谣下跌，30分钟级别回 调深，反抽减仓；电池拐头向下，反抽减仓；养殖农业日线反弹但无关键K线，反抽减仓。 证券板块走势较弱，日线在赌下跌走势且未完全反转，30分钟级别回调回中枢，周一周二不建议进场， 可观望。半导体走势很弱，日线大涨后大跌，当前回调已成笔且跌破前低，无建仓点，在里面的等反抽 一笔出，时间在周一下午到周二。 5月17日，和讯投顾郭利指出A股高位有预警，下周风险大于机会，但有两个重点方向及两个备选方向 值得关注。重点 ...