厦门钨业股份有限公司2025 年半年度报告摘要 第一节 重要提示 展规划，投资者应当到 www.sse.com.cn 网站仔细阅读半年度报告全文。 完整性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 公司拟以实施权益分派股权登记日登记的总股本为基数，向全体股东每10股派发现金股利 股利292,115,791.98元（含税），占公司2025年半年度合并报表归属于上市公司股东净利润的30.05% ，母公司剩余未分配利润2,070,613,269.84元结转下期。本次不进行资本公积转增股本和送红股。 若存在在利润分配方案披露后，至实施利润分配方案的股权登记日之间发生股本变动的情形，在 实施权益分派时，将维持每股分配现金股利不变，相应调整分配总额。 公司2025年半年度利润分配预案已经公司第十届董事会第十六次会议审议通过，该项议案已 获2025年5月28日召开的2024年度股东大会授权，不需通过股东大会审议。 | 第二节 公司基本情况 | | | | | | --- | --- | --- | --- | --- | | 公司股票简况 | | | | | | 股票种类 | 股票上市交易所 | ...

格隆汇8月21日丨厦门钨业(600549.SH)公布2025年半年度报告，报告期实现营业收入191.78亿元，同比 增长11.75%；归属于上市公司股东的净利润9.72亿元，同比下降4.37%；归属于上市公司股东的扣除非 经常性损益的净利润9.23亿元，同比增长7.53%；基本每股收益0.6124元。拟向全体股东每10股派发现 金股利1.84元（含税）。 ...

| 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 可燃冰 | 3.12 | 稀土永磁 | -2.14 | | 数字货币 | 2.38 | 兵装重组概念 | -2.11 | | 跨境支付(CIPS) | 2.19 | 光刻机 | -2.11 | | 草甘膦 | 2.03 | PCB概念 | -2.10 | | 电子身份证 | 1.93 | 液冷服务器 | -2.06 | | 钛白粉概念 | 1.89 | PEEK材料 | -2.03 | | 移动支付 | 1.73 | 共封装光学(CPO) | -2.03 | | 丙烯酸 | 1.71 | 减速器 | -1.96 | | 财税数字化 | 1.40 | 汽车热管理 | -1.82 | | 信托概念 | 1.30 | 人形机器人 | -1.76 | 资金面上看，今日稀土永磁概念板块获主力资金净流出48.33亿元，其中，47股获主力资金净流出，12 股主力资金净流出超亿元，净流出资金居首的是北方稀土，今日主力资金净流出18.81亿元，净流出资 金居前的还有领益智造、金田股份、盛和资源等，主力资金 ...

Core Viewpoint - Ping An Securities report indicates that Jinli Permanent Magnet's net profit attributable to shareholders for the first half of 2025 reached 305 million yuan, representing a year-on-year increase of 154.81% [1] Financial Performance - In Q2 2025, the company achieved a net profit attributable to shareholders of 144 million yuan, showing a year-on-year increase of 703.06% but a quarter-on-quarter decrease of 10.03% [1] - The recovery in raw material prices has driven a marginal increase in gross profit margin [1] Market Trends - Rare earth prices have shown a steady increase, with the average price of praseodymium-neodymium metal reaching 580,000 yuan per ton in July 2025, up approximately 16% from the average price of 500,000 yuan per ton in January 2025 [1] Business Development - The company plans to build an advanced production line for robotic motor rotors, which has begun to achieve a certain scale of mass production [1] - Small batch product deliveries have already commenced in the first half of 2025, indicating that the robotics sector is expected to become a significant growth area for the company [1] Future Outlook - Driven by the demand in the new energy and robotics sectors, the demand for rare earth permanent magnets is expected to continue growing [1] - The company's accelerated layout in related fields is anticipated to enhance the release of quality production capacity, thereby increasing performance growth elasticity in the future [1] - The report maintains a "recommended" rating for the company [1]

Group 1 - Rare earth concept stocks declined in the afternoon, with Wolong Electric Drive falling by 10%, Liying Intelligent Manufacturing dropping over 7%, and Northern Rare Earth and Shenghe Resources both down over 2% [1] - The ETFs tracking the CSI Rare Earth Industry Index also fell by more than 2%, with specific ETFs showing declines of 2.46%, 2.42%, 2.41%, and 2.35% respectively [2][2][2][2] - The CSI Rare Earth Industry Index includes listed companies involved in rare earth mining, processing, trading, and applications, reflecting the overall performance of the rare earth industry [2] Group 2 - Analysts indicate that under the ongoing push for "carbon neutrality," there is rapid growth in demand for high-end magnetic materials driven by sectors such as new energy vehicles, wind power generation, and energy-saving motors [2] - The recovery in traditional manufacturing demand and the accelerated deployment of humanoid robots are injecting growth momentum into rare earth demand [2]

Group 1 - The rare metal ETF has seen a significant increase in trading volume, with a turnover of 3.06% and a transaction value of 48.9869 million yuan, ranking first among comparable funds [2] - As of August 20, the rare metal ETF's latest scale reached 1.586 billion yuan, marking a new high since its inception and also ranking first among comparable funds [2] - The ETF has experienced a notable increase in shares, with a growth of 12 million shares over the past week, leading in new share issuance among comparable funds [2] - Over the last five trading days, the rare metal ETF recorded net inflows on three days, totaling 77.6616 million yuan [2] - The ETF's net value has increased by 75.36% over the past year, placing it in the top 11.80% among 2,965 index equity funds [2] - The highest monthly return since inception was 24.02%, with the longest consecutive monthly gains being three months and a maximum increase of 29.68% [2] - The average return during rising months is 8.13%, and the ETF has outperformed its benchmark with an annualized return of 10.90% over the last three months [2] Group 2 - The top ten weighted stocks in the CSI Rare Metals Theme Index account for 55.85% of the index, including companies like Northern Rare Earth, Salt Lake Co., and Ganfeng Lithium [3] - The Congolese government has imposed a temporary export ban on cobalt products, significantly impacting global cobalt supply expectations, with projections indicating that 75% of cobalt supply will be affected in 2024 [3] - Tungsten prices have continued to rise, with black tungsten concentrate priced at 210,000 yuan per ton and ammonium paratungstate exceeding 310,000 yuan per ton, reflecting an increase of over 40% since the beginning of the year [3] - The first batch of tungsten mining quotas has decreased by 6.8% year-on-year, reaching a five-year low, while demand remains strong due to applications in AI, robotics, and large hydropower projects [3] - The tightening supply-demand dynamics in the small metals sector, driven by limited supply and strong emerging demand, are expected to enhance the profitability of related companies and the investment value of the sector [3]

Core Viewpoint - Luoyang Molybdenum Co., Ltd. shows mixed financial performance with a slight decrease in revenue but a significant increase in net profit, indicating potential resilience in profitability despite revenue challenges [2][3]. Financing Summary - On August 20, Luoyang Molybdenum's financing buy amounted to 186 million yuan, while financing repayment was 194 million yuan, resulting in a net financing outflow of 7.61 million yuan [1]. - The total financing balance as of August 20 was 1.93 billion yuan, representing 1.00% of the circulating market value, which is below the 30th percentile level over the past year, indicating a low financing level [1]. - The company had a securities lending balance of 17.68 million yuan, with a lending volume of 161,500 shares, which is above the 90th percentile level over the past year, indicating a high level of short selling [1]. Business Overview - Luoyang Molybdenum, established on December 22, 1999, and listed on October 9, 2012, primarily engages in the mining, processing, and trading of rare metals such as molybdenum, tungsten, and gold [2]. - The revenue composition includes refined metal products (58.08%), concentrate products (30.34%), copper (19.65%), cobalt (4.10%), and other metals, indicating a diversified product portfolio [2]. Shareholder and Dividend Information - The company has distributed a total of 21.56 billion yuan in dividends since its A-share listing, with 10.58 billion yuan distributed over the last three years [3]. - As of March 31, 2025, the number of shareholders decreased to 282,600, with no circulating shares per person [2][3]. - Major institutional shareholders have reduced their holdings, with Hong Kong Central Clearing Limited holding 578 million shares, down by 41.90 million shares [3].

（文章来源：证券日报） 证券日报网讯 8月20日晚间，厦钨新能发布公告称，2025年半年度公司实现营业收入7，533，703， 523.34元，同比增长18.04%；归属于上市公司股东的净利润为290，572，138.28元，同比增长32.24%。 ...

证券日报网讯 8月20日晚间，云南锗业发布公告称，公司股票连续两个交易日内（2025年8月19日、 2025年8月20日）收盘价格涨幅偏离值累计超过20%，属于股票交易异常波动情况。经核实，公司前期 披露的信息不存在需要更正、补充之处；公司经查询，未发现近期公共传媒报道了可能或已经对公司股 票交易价格产生较大影响的未公开重大信息；公司近期经营情况及内外部经营环境未发生重大变化。 （编辑 李家琪） ...

证券日报网讯 8月20日晚间，厦钨新能发布公告称，根据间接控股股东重组及实际业务开展需要，公司 调整2025年度日常关联交易预计额度。调整后，2025年日常关联交易预计金额为70，720.69万元，较原 预计总金额调增862.00万元。其中，向关联方采购原材料、接受劳务的关联交易金额为59，229.69万 元，向关联方销售商品、提供劳务的关联交易金额为3，610.00万元。公司2024年日常关联交易预计总 金额为69，858.69万元。 （编辑 何成浩） ...