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西南证券给予西部矿业买入评级,2025中报点评:矿冶两端持续发力,玉龙三期高效推进
Mei Ri Jing Ji Xin Wen· 2025-08-04 06:40
Industry Insights - The supply-demand gap in the copper industry is expanding, indicating a long-term upward trend in copper prices [2] - The company is experiencing an increase in both copper production and prices, with the Yulong Copper Mine being a significant source of profit [2] - The third phase of the Yulong project is actively progressing [2] Company Analysis - Southwest Securities has issued a "buy" rating for Western Mining (601168.SH) with a latest price of 17.28 yuan [2]
稀土永磁板块持续活跃 北矿科技股价走出“五连板”
Xin Hua Cai Jing· 2025-06-13 13:57
Group 1: Company Overview - Beikong Technology is a high-tech enterprise engaged in efficient mining and metallurgy equipment and advanced magnetic materials, with a controlling shareholder being a large central enterprise under the State-owned Assets Supervision and Administration Commission [2] - The company has three wholly-owned subsidiaries involved in mining equipment and magnetic materials businesses [2] Group 2: Market Activity - The A-share rare earth permanent magnet sector has been active, with Beikong Technology's stock price reaching 27.53 yuan per share, achieving a涨停 (trading limit up) for five consecutive trading days, resulting in a price increase of over 60% [2] - Following the announcement of export controls on rare earth materials by the Ministry of Commerce, Beikong Technology's stock price surged, with a涨停 occurring on June 9 [3] Group 3: Industry Context - Rare earth elements, comprising 17 metals including lanthanides, scandium, and yttrium, are essential strategic resources for modern technology and industry, often referred to as "industrial vitamins" [3] - China dominates global rare earth supply, accounting for 80% of the total supply, and the demand for heavy rare earths is increasing due to the growth of industries such as robotics and electric vehicles [3] Group 4: Risk Disclosure - Beikong Technology announced on June 12 that its stock price had deviated significantly, with a cumulative increase of over 20% in two days, indicating abnormal volatility [4] - The company confirmed that there are no undisclosed significant matters affecting its operations, and the internal and external business environment remains stable [4]
四轮驱动聚势赋能“新质力”,构建青年人才发展“微生态”
Qi Lu Wan Bao Wang· 2025-04-24 09:52
近年来,乳山市将青年人才工作作为提升城市活力和创新创业的重要抓手,围绕青年人才成长发展需求,搭建集聚平台、拓展引育路 径、提升留居品质、保障成长成才,聚力打造青年人才发展"微生态"。 聚焦产业主导,优化"链主企业+人才"微生态 打造四大科创基地。依托全国单体最大平价海上风电产业,成立新能源(001258)实训基地、风电叶片技术创新示范基地、海上新能源 实证实验基地、海上风电叶片研发中心4大聚才基地,引进相关领域高层次创新人才30余人、青年科技人才500余人,加速了以新能源和 海工重型装备制造为代表的新兴产业做大成势。 构建三大育留机制。推动恒邦矿冶、玫德集团等冲击百亿目标企业,建立人才招引校企订单培养、人才培养双师带徒、人才留用福利分 房的全过程人才育留机制,2024年仅恒邦矿冶项目招引青年人才400余人。 拓展两大技能赛道。与威海高级技工学校、轨道交通等技工院校和智造企业合作,共建政校、政企技能人才实训基地,近年来通过冠名 培养、自主评价、竞赛晋升等渠道,培养高技能人才1.2万人,2025年计划新增自主评价企业40家,预计培养技能人才800余人。 聚焦成果转化,优化"科研平台+人才"微生态 品牌聚力。创树" ...