1月23日，中稀有色跌1.30%，成交额10.89亿元。两融数据显示，当日中稀有色获融资买入额8788.03万 元，融资偿还9734.93万元，融资净买入-946.90万元。截至1月23日，中稀有色融资融券余额合计10.67 亿元。 截至9月30日，中稀有色股东户数6.09万，较上期增加9.77%；人均流通股5522股，较上期减少8.90%。 2025年1月-9月，中稀有色实现营业收入46.34亿元，同比减少46.97%；归母净利润1.28亿元，同比增长 146.30%。 分红方面，中稀有色A股上市后累计派现426.80万元。近三年，累计派现0.00元。 机构持仓方面，截止2025年9月30日，中稀有色十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股772.15万股，为新进股东。前海开源沪港深核心资源混合A位居第五大流通股东，持股 307.76万股，为新进股东。嘉实中证稀土产业ETF位居第七大流通股东，持股253.13万股，为新进股 东。南方中证1000ETF位居第八大流通股东，持股215.22万股，相比上期减少2.15万股。银华心佳两年 持有期混合位居第九大流通股东，持股210.57万股，为新 ...

1月15日，中稀有色涨6.42%，截至发稿，报76.41元/股，成交1.72亿元，换手率0.69%，总市值257.07亿 元。 资料显示，中稀有色金属股份有限公司位于广东省广州市番禺区汉溪大道东386号广晟万博城A塔写字 楼36-37楼，成立日期1993年6月18日，上市日期2000年5月25日，公司主营业务涉及有色金属开采与加 工。主营业务收入构成为：商业59.32%，工业40.68%。 数据显示，华夏基金旗下1只基金重仓中稀有色。华夏兴源稳健一年持有混合A（011743）三季度减持 13.61万股，持有股数5.16万股，占基金净值比例为1.26%，位居第八大重仓股。根据测算，今日浮盈赚 取约23.79万元。 华夏兴源稳健一年持有混合A（011743）成立日期2021年6月24日，最新规模1.83亿。今年以来收益 2.32%，同类排名5691/8840；近一年收益19.58%，同类排名5394/8094；成立以来收益21.12%。 华夏兴源稳健一年持有混合A（011743）基金经理为柳万军。 截至发稿，柳万军累计任职时间12年19天，现任基金资产总规模173.9亿元，任职期间最佳基金回报 112.76%， ...

Group 1 - The core viewpoint of the news is that Zhong Rare Metals has seen a significant increase in stock price, rising by 5.03% to 61.14 CNY per share, with a total market capitalization of 20.57 billion CNY [1] - Zhong Rare Metals is primarily engaged in the mining and processing of non-ferrous metals, with its revenue composition being 59.32% from commercial activities and 40.68% from industrial activities [1] - The company is located in Guangzhou, Guangdong Province, and was established on June 18, 1993, with its stock listed on May 25, 2000 [1] Group 2 - The top circulating shareholder of Zhong Rare Metals is the Jiashi Fund, which has a fund named Jiashi CSI Rare Earth Industry ETF (516150) that entered the top ten circulating shareholders in the third quarter, holding 2.5313 million shares, representing 0.75% of circulating shares [2] - The Jiashi CSI Rare Earth Industry ETF has a current scale of 7.648 billion CNY and has achieved a year-to-date return of 5.07%, ranking 993 out of 5488 in its category [2] - Over the past year, the fund has delivered a return of 92.1%, ranking 139 out of 4192 in its category, and since its inception, it has achieved a return of 91.72% [2] Group 3 - The fund manager of Jiashi CSI Rare Earth Industry ETF is Tian Guangyuan, who has been in the position for 4 years and 306 days, with the fund's total asset scale at 75.408 billion CNY [3] - During Tian's tenure, the best fund return was 134.68%, while the worst was -46.65% [3] Group 4 - Another Jiashi Fund, Jiashi Steady Growth 6-Month Holding Mixed A (018635), holds 37,000 shares of Zhong Rare Metals, accounting for 0.4% of the fund's net value, ranking as the seventh-largest holding [4] - This fund has a current scale of 231 million CNY and has achieved a year-to-date return of 0.91%, ranking 7273 out of 8823 in its category [4] - Over the past year, the fund has delivered a return of 8.96%, ranking 6508 out of 8083 in its category, and since its inception, it has achieved a return of 13.79% [4] Group 5 - The fund manager of Jiashi Steady Growth 6-Month Holding Mixed A is Gao Qunshan, who has been in the position for 6 years and 296 days, with the fund's total asset scale at 4.2 billion CNY [5] - During Gao's tenure, the best fund return was 21.69%, while the worst was -0.78% [5]

Group 1: Financial Data Insights - The significant point of focus in the September financial data is the substantial decrease in non-bank deposits, attributed mainly to a high base from the previous year and a turbulent stock market in September 2025, which likely contributed to the reduced non-bank deposits [1][26][27] - In September, the total social financing (社融) decreased by 2,297 billion yuan year-on-year, with new social financing amounting to 35,338 billion yuan, which was below market expectations [2][27] - The new RMB loans in September were 12,900 billion yuan, a year-on-year decrease of 3,000 billion yuan, indicating a continued weak credit environment [3][27] Group 2: Company-Specific Insights on 德昌电机控股 (Johnson Electric) - 德昌电机控股 is positioned to benefit from the growth in humanoid robot components manufacturing, leveraging its established advantages in the electric motor sector and its extensive overseas presence [6][20][21] - The company is expected to see a steady increase in net profit, projected at 2.81 billion USD for 2026, 3.22 billion USD for 2027, and 3.55 billion USD for 2028, reflecting growth rates of 7%, 15%, and 10% respectively [6][20] - The automotive small motor market is anticipated to grow, with the average selling price (ASP) of small motors in smart electric vehicles expected to increase by 50% compared to traditional fuel vehicles, driven by advancements in various vehicle systems [8][21]

Group 1 - Guangsheng Nonferrous Metal Co., Ltd. has seen its stock price increase by 5.04% to 60.65 CNY per share, with a trading volume of 795 million CNY and a turnover rate of 3.95%, resulting in a total market capitalization of 20.405 billion CNY [1] - The stock has experienced a continuous rise for five days, accumulating a total increase of 8.15% during this period [1] - The company, established on June 18, 1993, and listed on May 25, 2000, primarily engages in the mining and processing of nonferrous metals, with business revenue composition of 59.32% from commercial activities and 40.68% from industrial activities [1] Group 2 - According to data from the top ten holdings of funds, one fund under ICBC Credit Suisse holds shares in Guangsheng Nonferrous, specifically the ICBC CSI Rare Metals Theme ETF [2] - The fund held 100 shares of Guangsheng Nonferrous, accounting for 0.02% of the fund's net value, ranking as the ninth largest holding [2] - The fund has achieved a year-to-date return of 62.97%, ranking 14th out of 199 in its category, and a one-year return of 57.74%, ranking 22nd out of 181 [2]

Group 1 - Guangsheng Nonferrous Metals Co., Ltd. experienced a decline of 5.08% on September 18, with a stock price of 56.21 yuan per share, a trading volume of 934 million yuan, a turnover rate of 4.84%, and a total market capitalization of 18.911 billion yuan [1] - The company, established on June 18, 1993, and listed on May 25, 2000, is located in Panyu District, Guangzhou, Guangdong Province, and primarily engages in the mining and processing of nonferrous metals [1] - The revenue composition of Guangsheng Nonferrous Metals is 59.32% from commercial activities and 40.68% from industrial activities [1] Group 2 - Debon Fund has one fund heavily invested in Guangsheng Nonferrous, specifically the Debon Minyu Progressive Quantitative Selected Flexible Allocation Mixed A (005947), which held 107,800 shares in the second quarter, unchanged from the previous period, accounting for 9.22% of the fund's net value, making it the second-largest holding [2] - The Debon Minyu fund, established on June 22, 2018, has a latest scale of 57.2577 million yuan, with a year-to-date return of 36.24%, ranking 2138 out of 8172 in its category, and a one-year return of 52.89%, ranking 3097 out of 7980 [2] - The fund manager, Zhu Huilin, has been in position for 3 years and 91 days, with total assets of 137 million yuan, achieving a best return of 34.55% and a worst return of -21.13% during her tenure [2]

Group 1 - Guangsheng Nonferrous Metals Co., Ltd. experienced a decline of 5.04% on September 16, with a stock price of 58.81 yuan per share, a trading volume of 436 million yuan, a turnover rate of 2.15%, and a total market capitalization of 19.786 billion yuan [1] - The company is located in Guangzhou, Guangdong Province, and was established on June 18, 1993, with its listing date on May 25, 2000. Its main business involves the mining and processing of nonferrous metals, with revenue composition of 59.32% from commercial activities and 40.68% from industrial activities [1] Group 2 - According to data from the top ten heavy stocks of funds, one fund under ICBC Credit Suisse holds shares in Guangsheng Nonferrous. The ICBC CSI Rare Metals Theme ETF Linked A (019087) held 100 shares in the second quarter, accounting for 0.02% of the fund's net value, ranking as the ninth largest heavy stock. The estimated floating loss today is approximately 312 yuan [2] - The ICBC CSI Rare Metals Theme ETF Linked A (019087) was established on September 22, 2023, with a latest scale of 13.4574 million yuan. Year-to-date returns are 54.89%, ranking 13 out of 197 in its category; the one-year return is 91.9%, ranking 26 out of 179; and since inception, the return is 43.58% [2] - The fund manager of ICBC CSI Rare Metals Theme ETF Linked A is Shi Baojiao, who has a cumulative tenure of 3 years and 291 days. The total asset size during his tenure is 3.304 billion yuan, with the best fund return of 69.36% and the worst fund return of -24.87% [2]

Group 1 - Guangsheng Nonferrous Metal Co., Ltd. experienced a decline of 5.05% on September 4, with a stock price of 61.87 CNY per share and a trading volume of 989 million CNY, resulting in a turnover rate of 4.63% and a total market capitalization of 20.815 billion CNY [1] - The company, established on June 18, 1993, and listed on May 25, 2000, is located in Guangzhou, Guangdong Province, and primarily engages in the mining and processing of nonferrous metals [1] - The revenue composition of Guangsheng Nonferrous is 59.32% from commercial activities and 40.68% from industrial activities [1] Group 2 - From the perspective of fund holdings, one fund under Tongtai Fund has a significant position in Guangsheng Nonferrous, with Tongtai Huiying Mixed A (008178) holding 6,000 shares, representing 2.49% of the fund's net value, making it the fourth-largest holding [2] - The fund Tongtai Huiying Mixed A (008178) was established on November 26, 2019, with a latest scale of 4.188 million CNY, and has achieved a year-to-date return of 16.59%, ranking 4297 out of 8180 in its category [2] - The fund manager, Wang Xiu, has been in position for 1 year and 219 days, overseeing total assets of 451 million CNY, with the best fund return during his tenure being 170.03% and the worst being 23.33% [2]