近日，黑龙江大学、清华大学和新加坡国立大学合作完成的突破性研究成果在《Nature》正式发表，成功攻克绝缘性稀土纳米晶的高效电致发光这一世界难题。该 研究为实现我国稀土资源从"原料出口"向"高附加值技术输出"的战略转型提供了关键核心技术支撑。 重要成果。 △《自然》网站文章截图 面对这一制约稀土材料迈向高端应用的瓶颈，研究团队开创性地提出有机半导体敏化策略，以功能化有机配体作为"光电桥梁"，成功将能量精准高效地传递给绝缘 稀土纳米晶，实现了电流驱动下的高效发光。 该技术展现出巨大应用潜力：电致发光器件效率提升76倍，并可在单一器件中通过稀土离子调控实现全光谱发光。这标志着我国在稀土高端光电应用领域取得关键 突破，为发展自主可控的超高清显示、近红外通信、生物医疗等新一代信息技术提供了全新材料体系。 △有机—无机杂化发光单元设计与能量传递机制示意图（研究团队供图） 此项突破，成功打通了将稀土材料特性转化为高端器件功能的技术路径，为提升我国稀土产业链的自主创新能力与终端产品附加值做出了实质性贡献。 来源：央视新闻 责编：李丹 校对：盘达 稀土是不可替代的战略资源，被誉为"工业维生素"。我国在稀土资源储量和冶炼上具有 ...

Group 1: US Economy and Market - The Federal Reserve's monetary policy is losing independence, caught in a "trilemma" due to high government debt, requiring bond purchases to finance fiscal deficits, which complicates decision-making regarding economic growth, high inflation, and financial stability [1] - The US economic cycle is entering a late stage, with a divergence between the semiconductor cycle and the broader economy, as private credit defaults rise and consumer confidence hits historical lows, indicating risks of economic slowdown [2][3] - The global trade war initiated by Trump has not improved the US trade deficit, and the increasing fiscal deficit, projected to exceed $40 trillion, is expected to benefit precious metals and commodities [3] Group 2: Chinese Economy and Market - Positive signals in the Chinese macro economy include industrial profits growing over 20% for two consecutive months, with high-tech and advanced manufacturing sectors emerging as new growth engines, offsetting real estate sector declines [4] - Policy shifts are evident, with liquidity and exchange rate support emerging as the government aims to reverse negative economic expectations, leading to a potential capital inflow and RMB appreciation [5] - The Chinese market is entering a strong phase, with listed company profit growth recovering and valuations remaining at historical lows, suggesting that the market performance in 2026 may exceed expectations [6][7] Group 3: Global Asset Allocation - Precious metals like gold and silver remain important long-term hedges against dollar depreciation, while oil prices are expected to strengthen in the next three to six months, reflecting the late stage of the economic cycle [8] - The US stock market is at a 35-year cyclical peak, increasing the risk of bubbles, while the Chinese market, due to economic transformation, improved liquidity, and valuation advantages, is becoming a key focus for global asset allocation [8]

Core Insights - The price of yttrium, a rare earth element widely used in military, aerospace, and semiconductor industries, has surged due to supply constraints, with prices rising from approximately $6 per kilogram to between $220 and $320 per kilogram, representing an increase of 3600% to 5300% [1] - Yttrium is essential for high-performance applications such as special alloys in jet engines and dielectric layers in semiconductor manufacturing [1] - The supply chain for yttrium is heavily reliant on imports from China, with over 90% of yttrium oxide imports to the U.S. coming from China in the past four years [1] Supply Chain and Market Dynamics - The U.S. aerospace industry is significantly affected by the yttrium supply shortage, leading to increased costs due to reliance on Chinese imports [1] - The semiconductor industry is also facing severe concerns regarding yttrium shortages, with one industry insider indicating the shortage's severity at "nine out of ten" [2] - Inventory levels in the yttrium market are highly variable, with reports of one trader's stock dropping from 200 tons to just 5 tons [2] Future Outlook - Analysts suggest that unless there is a significant increase in supply, yttrium prices are unlikely to decrease substantially [3] - Companies like MP Materials and Lynas Rare Earths are working to increase yttrium production, with MP Materials extracting yttrium from its Mountain Pass project and Lynas expanding capacity at its Mount Weld mine and processing plant in Malaysia [3] - ReElement Technologies plans to boost yttrium oxide production to 200 tons annually by December, with ambitions to double that output in the following year [3]

Core Viewpoint - Resource-dependent cities in southern China, such as Ganzhou and Jingdezhen, are successfully transforming their economies by moving from raw material extraction to high-value manufacturing and innovative industries, showcasing a model for overcoming resource dependency [2][3][11]. Group 1: Transformation of Resource Cities - Ganzhou has shifted from chaotic mining practices to a structured approach in rare earth processing, establishing a complete industrial chain that significantly increases product value [14][15]. - Jingdezhen, known for its ceramics, has evolved into a hub for the aviation industry, leveraging its historical expertise in precision manufacturing to support helicopter and drone production [17][18]. - The transformation of these cities reflects a broader trend in southern China, where resource-rich areas are diversifying their economies and reducing reliance on traditional resource extraction [12][13]. Group 2: Economic Contributions and Projections - By 2026, Jingdezhen's aviation industry is projected to exceed 250 billion yuan in revenue, indicating a substantial economic shift from traditional industries [3]. - In 2024, Ganzhou's rare earth industry is expected to generate nearly 100 billion yuan, with over half of this coming from deep processing, a significant increase from just 10% in 2010 [16]. Group 3: Advantages of Southern Resource Cities - Southern resource cities benefit from abundant water resources, proximity to major economic zones, and a high proportion of private enterprises, which facilitate flexible and innovative economic strategies [12][13]. - The collaboration between national and local entities has been crucial in driving these transformations, ensuring strategic support while maintaining the agility of private sectors [25][28]. Group 4: Policy and Strategic Insights - Effective local policies that focus on precise industry needs rather than broad subsidies have been essential for successful transitions, as seen in Jingdezhen's alignment with aviation industry requirements [26][27]. - The concept of comparative advantage is emphasized, suggesting that cities should focus on their strengths and integrate into larger economic ecosystems to maximize their potential [30][32].

Group 1 - A groundbreaking research collaboration between Heilongjiang University, Tsinghua University, and the National University of Singapore has successfully addressed the challenge of efficient electroluminescence in insulating rare earth nanocrystals, as published in Nature [1][3] - The research provides critical technological support for China's strategic shift from "raw material export" to "high value-added technology output" in rare earth resources [1][3] - Rare earth elements are deemed irreplaceable strategic resources, often referred to as "industrial vitamins," with China holding advantages in resource reserves and smelting, but facing bottlenecks in high-end functional materials and devices [3][5] Group 2 - The research team introduced an organic semiconductor sensitization strategy, using functionalized organic ligands as a "photoelectric bridge" to efficiently transfer energy to insulating rare earth nanocrystals, enabling high-efficiency electroluminescence driven by electric current [3][5] - The new technology demonstrated a 76-fold increase in electroluminescent device efficiency and allows for full-spectrum light emission through rare earth ion modulation within a single device [5] - This breakthrough paves the way for advancements in autonomous and controllable ultra-high-definition displays, near-infrared communication, and biomedical applications, contributing significantly to enhancing China's rare earth industry chain's innovation capability and product value [5] Group 3 - Researchers discovered a significant accumulation of rare earth elements in a fern species called "Wumaozhe," observing a phenomenon of biogenic mineralization where these elements self-assemble into a mineral known as "lanthanite" within plant tissues [6] - This finding marks the first observation of biogenic mineralization of rare earth elements in natural plants, offering a new pathway for sustainable utilization of rare earth resources [6] - The study highlights the potential of "super-accumulating plants" like Wumaozhe, which can efficiently absorb and concentrate rare earth elements from the environment, presenting a cleaner and more sustainable method for rare earth extraction [6]

Group 1: Energy Sector Developments - As of the end of October, the total installed power generation capacity in China reached 3.75 billion kilowatts, a year-on-year increase of 17.3%. Solar power capacity was 1.14 billion kilowatts, up 43.8%, and wind power capacity was 590 million kilowatts, up 21.4% [2] - The "Chuan Dian Ru Su" project has delivered over 500 billion kilowatt-hours of clean hydropower to Jiangsu, equivalent to saving over 150 million tons of standard coal and reducing CO2 emissions by over 475 million tons [4] - Beijing's 2026 new energy increment project mechanism has set a bidding price cap of 0.3598 yuan per kilowatt-hour for wind and solar projects, with a planned scale of 1.2 billion kilowatt-hours [6] Group 2: Industrial and Technological Advancements - The Ministry of Industry and Information Technology (MIIT) has initiated the creation of approximately 100 national emerging industry development demonstration bases by 2035, focusing on sectors such as new information technology, renewable energy, and high-end equipment [2] - A significant breakthrough in rare earth research has been achieved, enabling efficient electroluminescence in insulating rare earth nanocrystals, supporting China's strategic shift from raw material exports to high-value technology exports [5] - The MIIT has launched a "chain-network collaboration" initiative to promote the integration of industrial internet with key industry chains, covering 15 industrial sectors including electricity and petrochemicals [3] Group 3: Regional Energy Initiatives - Inner Mongolia's 14th Five-Year Plan emphasizes strengthening natural gas pipeline infrastructure and developing long-distance hydrogen and ammonia pipelines to enhance energy security and efficiency [7] - Heilongjiang Province aims to achieve a new energy storage capacity of over 6 million kilowatts by 2027, transitioning from isolated applications to integrated solutions [7] Group 4: International Energy Outlook - The International Energy Agency (IEA) projects that global demand for energy services, particularly electricity, will continue to rise in the coming decades, driven by needs in transportation, heating, cooling, and industrial applications [8]

Group 1 - The board of directors of China Northern Rare Earth (Group) High-Tech Co., Ltd. held its eighth meeting of the ninth session on November 24, 2025, with all 12 directors present, complying with relevant laws and regulations [2][5]. - The board approved the proposal to cancel the supervisory board and amend the company's articles of association, transferring the supervisory responsibilities to the audit committee of the board [3][4]. - The board also approved the revision of the rules for the shareholders' meeting, changing the terminology from "shareholders' general meeting" to "shareholders' meeting" and removing references to the supervisory board [6][7]. Group 2 - The board approved the revision of the rules for board meetings, aligning the terminology with the changes made in the shareholders' meeting rules and defining the types of regular and temporary meetings [9][10]. - The board approved the revision of the independent director's working rules, which also removed references to the supervisory board [12][13]. - The board proposed the re-election of independent director Xu Jiabin due to the resignation of Du Ying, ensuring compliance with relevant regulations [15][17]. Group 3 - The board proposed the re-election of directors Yang Zhiqiang and Li Xiaoyan following the resignation of Bai Baosheng and Zhang Lihua, ensuring the board's composition remains compliant with legal requirements [18][19]. - The board agreed to convene the second extraordinary general meeting of shareholders on December 10, 2025, to approve the aforementioned proposals [22][29].

每经AI快讯，北方稀土（SH 600111，收盘价：44.84元）11月24日晚间发布公告称，公司第九届第八次 董事会会议于2025年11月24日以通讯表决方式召开。会议审议了《关于取消监事会及修订公司 <章程> 的议案》等文件。 2024年1至12月份，北方稀土的营业收入构成为：工业占比73.61%，商业占比21.39%，环保板块占比 4.51%，其他业务占比0.49%。 截至发稿，北方稀土市值为1621亿元。 每经头条（nbdtoutiao）——大鹏工业战略配售"肥"了自家人！认购价9元，上市首日涨到118元，实控 人和亲哥哥凭配售一天浮盈2492万元 （记者 曾健辉） ...

Core Viewpoint - The company, Guangsheng Nonferrous Metals Co., Ltd., is changing its name to Zhong Rare Nonferrous Metals Co., Ltd. to better align with its focus on the rare earth industry and enhance its brand recognition [1] Group 1: Company Name Change - The company will change its Chinese name from "广晟有色金属股份有限公司" to "中稀有色金属股份有限公司" and its stock abbreviation from "广晟有色" to "中稀有色," while maintaining the stock code "600259" [1] Group 2: Strategic Focus - The company aims to focus on the upstream and downstream of the rare earth industry while also expanding into tungsten, copper, and other strategic rare metal resources [1] - The name change is intended to enhance the company's integration with China Rare Earth Group Co., Ltd. and leverage its upstream rare earth resource advantages [1] Group 3: Brand and Competitive Advantage - The new name and abbreviation are expected to improve the company's brand recognition and reputation, thereby deepening its brand effect [1] - The company seeks to enhance its core functions and competitiveness in the market [1]

Core Insights - The Inner Mongolia Autonomous Region is focusing on the development and utilization of strategic mineral resources, particularly rare earth elements, as part of its 15th Five-Year Plan [1] Group 1: Strategic Development - Emphasis on protective development, high-quality utilization, and standardized management of mineral resources [1] - Plans to enhance research and application of new technologies, processes, products, materials, and equipment related to rare earth elements [1] - Aiming to establish a national rare earth new materials innovation center and trading center, positioning Inner Mongolia as the largest base for rare earth new materials and a global leader in rare earth applications [1] Group 2: Industry Growth - Focus on expanding the rare earth permanent magnet motor industry and implementing replacement projects for rare earth permanent magnet motors [1] - Commitment to a new round of exploration strategies to boost mineral resource discovery and enhance the exploration system [1] - Plans to increase the proportion of large and medium-sized mines and foster integrated mining groups and industrial clusters [1]