Company Overview - Guangsheng Nonferrous Metals Co., Ltd. is located in Panyu District, Guangzhou, Guangdong Province, and was established on June 18, 1993. The company was listed on May 25, 2000. Its main business involves non-ferrous metals [3]. Stock Performance - As of August 22, Guangsheng's stock price increased by 2.01%, reaching 64.49 CNY per share, with a trading volume of 171 million CNY and a turnover rate of 0.79%. The total market capitalization is 21.697 billion CNY [1]. - Year-to-date, Guangsheng's stock price has risen by 131.90%. In the last five trading days, it increased by 8.75%, while over the last 20 days, it saw a slight increase of 0.14%, and over the last 60 days, it rose by 46.34% [2]. Capital Flow - In terms of capital flow, there was a net inflow of 6.0489 million CNY from main funds, with large orders accounting for 18.11% of purchases and 16.67% of sales. Notably, there were no sales from special large orders [1]. Shareholder Information - As of June 30, the number of shareholders for Guangsheng reached 55,500, an increase of 32.18% from the previous period. The average circulating shares per person decreased by 24.34% to 6,061 shares [3]. Financial Performance - For the period from January to March 2025, Guangsheng reported a revenue of 1.506 billion CNY, reflecting a year-on-year decrease of 14.05%. The company has cumulatively distributed 4.268 million CNY in dividends since its A-share listing, with no dividends distributed in the last three years [3]. Institutional Holdings - As of March 31, 2025, Hong Kong Central Clearing Limited is the sixth-largest circulating shareholder, holding 1.823 million shares, which is an increase of 75,500 shares from the previous period [3].

北方稀土成交额达100亿元，现涨超7%。 ...

证券代码：600111证券简称：北方稀土 公告编号：2025-046 中国北方稀土(集团)高科技股份有限公司 关于召开2025年半年度业绩说明会的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性依法承担法律责任。 重要内容提示： 会议召开时间：2025年8月29日（星期五）上午10:00～11:30 会议召开地点：上海证券交易所上证路演中心 登录新浪财经APP 搜索【信披】查看更多考评等级 投资者可于2025年8月22日（星期五）至2025年8月28日（星期四）16:00前登录上证路演中心网站首 页，点击"提问预征集"栏目（https://roadshow.sseinfo.com/preCallQa），根据活动时间，选中本次活动或 通过公司邮箱（cnrezqb@126.com）向公司提问，公司将在说明会上对投资者普遍关注的问题进行回 答。 中国北方稀土（集团）高科技股份有限公司（以下简称公司）将于2025年8月27日发布公司2025年半年 度报告，为便于广大投资者更全面深入地了解公司2025年半年度经营成果、财务状况等信息，公司定于 2 ...

大家好啊 我是大米。前几天看到一个让人振奋的消息 中国正式对美国实施稀土出口管制！看到这个消息 大米真是百感交集 啊。想当年 我们手握全球80%的稀土资源 却被人家各种技术封锁 各种卡脖子 那个憋屈劲儿啊 现在想起来还心疼。 当年的憋屈 现在都还记得 说起稀土这事儿 大米真是有一肚子话要说。2010年那会儿 日本人在钓鱼岛问题上各种挑衅 我们一气之下对日本限制稀土出 口。结果呢？人家美国佬第一个跳出来指责我们"违反WTO规则" 还联合欧盟 日本一起告到世贸组织去了！ 更气人的是 当时的稀土价格简直是白菜价！我们辛辛苦苦挖出来的"工业黄金" 按土价卖给外国人 他们拿回去加工成高端产品 再高价卖给我们。那时候一公斤稀土氧化物才几十块钱 可人家做成永磁材料 一公斤就要几千块！ 技术封锁 比芯片更狠 你知道吗？稀土分离技术当年比芯片技术封锁得还要严！美国人 欧洲人 日本人 把核心技术看得比命还重要。我们有矿 但是分 离不出高纯度的稀土元素 只能眼睁睁看着好东西变成废土。 那时候 外国专家来中国指导 连实验室都不让我们进！关键设备不卖 关键技术不教 就让你在那儿干着急。有个日本专家还说过 一句特别刺耳的话："给你们一座 ...

其实吧 美国人这招缅甸牌早就在酝酿了。你想想 缅甸确实有稀土资源 而且美国在那边还有些影响力。特朗普的幕僚们可能觉得 这 不就是现成的替代方案吗？但是大米要告诉大家 这事儿没那么简单。 绕过中国管制，特朗普盯上缅甸稀土！为什么不必担心美国突破？ 大家好啊 我是大米。最近看到一条消息 特朗普政府居然把目光投向了缅甸的稀土资源 想要绕过中国的稀土管制。说实话 这个消息 刚出来的时候 不少人还真有点担心 美国这是要在稀土领域找到突破口了？ 中国的稀土优势不可撼动 美国的如意算盘打得响 美国人的想法很直接：既然中国控制了全球85%的稀土供应 那我就另起炉灶。缅甸的稀土储量虽然比不上中国 但好歹也有个大概 200万吨左右 在东南亚算是不错的了。而且缅甸现在的政治局势 美国觉得还有可操作的空间。 你看 美国国防部和商务部最近频繁接触缅甸相关方面 就是想在稀土开采和加工方面达成某种合作。他们甚至愿意提供技术支持和 资金援助 条件就是缅甸的稀土优先供应美国。听起来确实挺诱人的对不对？ 现实比想象残酷得多 但是大米要说 美国人这次算盘打错了！为什么这么说呢？首先 稀土开采可不是挖个坑就行的事儿。你得有完整的产业链 从开采到 提 ...

Core Viewpoint - The article discusses China's dominance in the rare earth industry and how the U.S. is struggling to find alternatives after China announced export restrictions, highlighting a significant shift in power dynamics over the past 25 years [1][6]. Group 1: China's Position in Rare Earths - China controls 63% of global rare earth mining and 85% of processing capabilities, showcasing its stronghold in this critical sector [3]. - The country has developed a complete rare earth industry chain, from mining to processing and manufacturing, which took 25 years of strategic planning and investment [12]. Group 2: U.S. Response and Challenges - The U.S. is now urgently seeking alternative suppliers for rare earths, but finds that without China, the global rare earth industry is fragmented and lacks cohesion [12]. - Efforts to restart closed U.S. rare earth mines face significant hurdles, including loss of skilled labor, outdated equipment, and complex environmental regulations [12]. Group 3: Historical Context - In the 1990s, the U.S. underestimated the importance of rare earths, believing they could easily restart their own production if needed, which has proven to be a miscalculation [7][10]. - The 2010 export suspension to Japan served as a wake-up call for the U.S., but they still did not take adequate measures to secure their own rare earth supply chains [10][12].

划重点 ① 稀土在全球经济和安全中扮演着关键角色，推动清洁能源革命、人工智能与自动化发展，以 及国家安全与国防需求的增长。稀土提炼和加工技术的稀缺性使其成为战略资源，确保稀土的 安全获取至关重要。 ② 中国在稀土行业的主导地位不仅体现在采矿，还在于精炼和加工能力，控制了绝大多数全球 稀土加工设施。随着地缘政治紧张局势加剧，西方国家亟需推动供应链多元化以保障资源安 全，避免战略性失衡。 ③ RockFlow 投研团队认为， 在稀土行业的巨变中，MP 作为美国当前最活跃的稀土矿企，获得 了政府鼎力支持，增长潜力巨大。此外，USAR、Ucore Rare Metals 等也在积极布局，在大国博 弈的新时代，投资者应更加关注这些高潜力标的。 RockFlow 本文共5139字， 阅读需约17分钟 稀土正迅速成为全球最重要的战略行业之一。它的崛起离不开四点：全球新能源转型（电动车、风电、太阳能、储能等产业对稀土需求持续爆 发）、地缘政治加持（美国、欧盟等推动矿业自给自足，减少对中国等单一供应链依赖，政策红利不断）、国防与高科技需求（稀土是军工、芯 片、通讯等高科技产业的"命脉"，需求刚性）以及供给瓶颈（稀土开采难度大， ...

Core Viewpoint - The article highlights a significant recovery in China's rare earth magnet exports in July, with a year-on-year increase of 6% and a month-on-month increase of 75%, indicating a positive trend in the industry [1][2]. Export Trends - In July, China exported 5,577 tons of rare earth magnets, surpassing the average level of the past three years by 10% [1]. - After a decline in April and May, where exports dropped by 43% and 74% year-on-year respectively, the export volume showed a recovery in June and July, with a year-on-year decrease of 38% in June followed by a 6% increase in July [2]. - Cumulatively, from January to July, the export volume decreased by 15% year-on-year, with a 36% decline from April to July [2]. Domestic Demand and Supply - The domestic demand for rare earth magnets is expected to improve due to the arrival of the procurement peak season and the recovery in exports [2]. - It is estimated that in 2024, rare earth magnet exports will account for approximately 24% of domestic demand [2]. - The supply of rare earths in China is tightening due to a reduction in imports from Myanmar and limited increases in other supply sources [2]. Price Outlook - The price of praseodymium and neodymium oxide in China is projected to rise further, currently reported at 624,000 yuan per ton, reflecting a 57% increase since the beginning of the year [3]. - The tightening supply-demand balance, coupled with the peak demand season and improved export conditions, is expected to drive prices higher [3]. - A long-term outlook suggests that from 2025 to 2027, the supply-demand dynamics for praseodymium and neodymium will gradually tighten, leading to an increase in price levels [3].

Group 1 - The core viewpoint of the news highlights the performance and financial metrics of China Rare Earth, indicating a decline in stock price and significant trading activity in the financing and securities lending markets [1][2]. - As of August 20, China Rare Earth's stock price decreased by 0.95%, with a trading volume of 3.86 billion yuan, and a net financing buy of -3.96 million yuan [1]. - The financing balance for China Rare Earth reached 2.23 billion yuan, accounting for 4.60% of the circulating market value, indicating a high level compared to the past year [1]. Group 2 - As of August 8, the number of shareholders for China Rare Earth increased to 185,300, a rise of 15.66%, while the average circulating shares per person decreased by 13.54% to 5,727 shares [2]. - For the first quarter of 2025, China Rare Earth reported a revenue of 728 million yuan, representing a year-on-year growth of 141.32%, and a net profit attributable to shareholders of 72.62 million yuan, up 125.15% year-on-year [2]. Group 3 - China Rare Earth has distributed a total of 346 million yuan in dividends since its A-share listing, with 124 million yuan distributed in the last three years [3]. - As of March 31, 2025, the top ten circulating shareholders of China Rare Earth included Hong Kong Central Clearing Limited, which held 15.71 million shares, a decrease of 2.65 million shares from the previous period [3]. - The Southern CSI 500 ETF and Southern CSI Shenwan Nonferrous Metals ETF were also among the top shareholders, with holdings of 9.58 million shares and 3.53 million shares, respectively, the latter being a new shareholder [3].

江西的稀土磁铁企业 中国7月份对美出口稀土磁铁619吨，同比增长5%。环比增长76%，创半年来高点。受中美磋商影响， 中国方面推进了稀土磁铁对美出口的正常化。从国家和地区来看，对美国出口量排在第2位…… 中国7月份对美出口稀土磁铁619吨，同比增长5%。环比增长76%，创半年来高点。受中美磋商影响， 中国方面推进了稀土磁铁对美出口的正常化。 中国调查公司"铁合金在线"基于中国海关总署的数据进行了汇总。中国7月稀土磁铁整体出口量为5577 吨，同比增长6%。环比增长75%，回到与上年相当的水平。 从国家和地区来看，对美国出口量排在第2位。排在第一的是对德国出口量，为1115吨，同比减少3%。 环比增长46%，基本回到与上年相当的水平。 7月稀土磁铁对日本出口232吨。虽然比上月有所增加，但恢复缓慢。日本企业增加了稀土磁铁半成品磁 粉和合金等的进口来生产磁铁，如果包括磁粉和合金等在内，中国7月对日本出口量就恢复到了超过上 年同月水平的686吨。 对印度出口量为418吨，同比增长60%。达到了上月的约2.4倍。印度向中国提出放宽稀土出口限制，据 印度媒体报道，访问印度的中共政治局委员兼外交部长王毅表示将恢复供应。 ...