来源|贝多财经 近日，益丰新材料股份有限公司（下称"益丰新材"）递交招股书，报考在深圳证券交易所创业板上市，中泰证券为其保荐机构。 2022年6月，李继军等6人和益兴合伙将所持益丰新材的2.75%股权转让给了万春玲，张建波等23人将2.65%股权转让给财金创投，马凤武等7人将0.31%股权 转让给益润合伙。 与此同时，益兴合伙亦将所持益丰新材的0.09%股权转让给了姜雪峰、姚臻，此次股权转让的价格为16.30元/股。值得一提的是，益兴合伙为益丰新材的员 工持股平台。 本次报考上市，益丰新材计划募资8.44亿元，将用于高折射率光学树脂材料项目、高端功能材料环状聚烯烃项目、研发中心项目、数字化建设项目等。 事实上，这并非益丰新材第一次闯关上市。在此之前，该公司曾于2020年12月以山东益丰生化环保股份有限公司（简称"益丰股份"）为主体报考上海证券交 易所科创板上市。 此前报考科创板上市，益丰股份原计划募资6.3亿元，将用于5000吨/年电子胶光材料项目、技术中心升级建设项目，以及补充流动资金项目。 而在经历两轮问询，益丰股份及其保荐人于2021年11月10日撤回了上市申请。随后的11月30日，益丰股份就更名为益丰 ...

7月11日晚间，北方稀土（600111）发布股票异动公告，公司目前生产经营一切正常，有序组织开展生 产经营管理各项工作。 北方稀土今年上半年业绩预增。据预测，公司2025年半年度实现归母净利润9亿元到9.6亿元，同比增长 1882.54%到2014.71%；预计扣非后净利润8.8亿元到9.4亿元，同比增长5538.33%到5922.76%。 公司介绍，上半年公司在生产营销方面，强化生产体系管理，推动所属冶炼分离企业产线联动及工艺升 级，进一步提升产线运行效率，持续优化原料和产品结构，满足特殊化、定制化、特色化等高附加值产 品市场需求。同时，公司深化横纵向对标提升，冶炼分离及稀土金属加工成本进一步降低，并强化营销 运作，冶炼分离、稀土金属、稀土功能材料、永磁电机等主要产品产销量同比实现不同幅度增长。 重大资产项目进展方面，北方稀土巩固增强原料产业优势，绿色冶炼升级改造项目一期建成投产。 去年12月公司公告，以自有资金出资1.53亿元与公司参股公司福建省金龙稀土股份有限公司合资成立北 方金龙（包头）稀土有限公司（以下简称"北方金龙"），并以北方金龙为主体建设年产5000吨氧化稀土 分离生产线项目，推动稀土资源高质 ...

证券研究报告 | 2025年07月11日 时代新材（600458.SH） 重点布局新材料业务矩阵，有望打造新利润增长点 公司研究·公司快评 电力设备·风电设备 投资评级：优于大市（维持） 证券分析师： 王蔚祺 010-88005313 wangweiqi2@guosen.com.cn 执证编码：S0980520080003 证券分析师： 王晓声 010-88005231 wangxiaosheng@guosen.com.cn 执证编码：S0980523050002 证券分析师： 袁阳 0755-22940078 yuanyang2@guosen.com.cn 执证编码：S0980524030002 事项： 日前公司宣布第四大业务板块新材料事业部完成业务矩阵布局。公司 2023 年末开启建设新材料产业园&中 试基地，主要生产高端聚氨酯减振及防护制品、有机硅 PACK 功能材料以及 HP-RTM PACK（高压树脂传递模 塑）结构材料，基于多年经验积累，不断拓展新材料产品序列。目前成功形成覆盖聚氨酯、有机硅、HP-RTM 以及芳纶材料的产品矩阵，并积极研制 PI 光电信息材料、PAI 聚酰胺酰亚胺、可回收环氧树脂 ...

Core Viewpoint - Northern Rare Earth has achieved a significant turnaround in its operating performance, with projected net profit for the first half of 2025 expected to reach between 900 million to 960 million yuan, representing a year-on-year increase of 1882.54% to 2014.71% [2][4] Financial Performance - The company anticipates a net profit attributable to shareholders of 900 million to 960 million yuan for the first half of 2025, an increase of 855 million to 915 million yuan compared to the same period last year [4] - The projected non-net profit is expected to be between 880 million to 940 million yuan, reflecting a year-on-year growth of 5538.33% to 5922.76% [4] - In the same period last year, the net profit attributable to shareholders was 45.3962 million yuan, and the non-net profit was 15.6075 million yuan, both showing a decline of over 95% [4] Operational Factors - The turnaround is attributed to reduced costs in smelting separation and rare earth metal processing, as well as increased production and sales of key products such as rare earth metals and functional materials [2][6] - The company has implemented strategies to enhance production efficiency and marketing operations, leading to different levels of growth in the sales volume of its main products [6][7] Market Dynamics - The increase in demand for rare earth materials, driven by the rapid development of industries such as electric vehicles and robotics, has contributed to rising prices, further supporting the company's performance [7] - The company has leveraged stable domestic market demand and improved its operational management to achieve significant growth in its financial results [6] Competitive Advantage - Northern Rare Earth possesses a strong competitive edge due to its comprehensive resource and industrial chain, being the largest rare earth enterprise group globally [10] - The company has exclusive mining rights to the world's largest iron and rare earth coexisting mine, which enhances its resource utilization and production capabilities [9] Historical Performance - Since 2010, the company's profitability has shown a notable increase, with cumulative profits reaching 26.868 billion yuan and cumulative dividends of 5.358 billion yuan [11]

生产营销方面，公司强化生产体系管理，推动所属冶炼分离企业产线联动及工艺升级，进一步提升产线 运行效率，持续优化原料和产品结构，满足特殊化、定制化、特色化等高附加值产品市场需求。深化横 纵向对标提升，冶炼分离及稀土金属加工成本进一步降低。全力保障原料产品供应，以市场需求为导 向，深化营销模式创新，强化营销运作，冶炼分离、稀土金属、稀土功能材料、永磁电机等主要产品产 销量同比实现不同幅度增长。重点项目建设方面，全面巩固规模优势，加快推进重点项目建设，新一代 稀土绿色采选冶稀土绿色冶炼升级改造项目一期进入产线联动调试收尾阶段，二期工艺设计等有序推 进；产业链并购重组、合资合作等延链补链强链资本运作项目蹄疾步稳高效推进。研发创新方面，持续 锻造科研长板，科技创新成果丰硕，制定科技创新改革方案，围绕优化科研管理体系等重点领域明确6 个改革方向，提出23项改革任务；加强产业转化中心建设，科研成果转化率不断提升；充分发挥科研平 台优势，新产品研发取得新成果。 西部证券表示，受美国关税政策影响，稀土作为中国重要反制资源，稀土战略地位显著，稀土价格整体 走势偏强，公司业绩有望受益。 （文章来源：证券时报网） 稀土板块10日盘中 ...

Core Viewpoint - China Northern Rare Earth (Group) High-Tech Co., Ltd. expects significant growth in net profit for the first half of 2025, projecting an increase of over 50% compared to the same period last year, driven by strategic management and market conditions [2][3]. Financial Performance - The company anticipates a net profit attributable to shareholders of 900 million to 960 million yuan for the first half of 2025, representing an increase of 855 million to 915 million yuan, or a year-on-year growth of 1882.54% to 2014.71% [2][3]. - The expected net profit after deducting non-recurring gains and losses is projected to be between 880 million and 940 million yuan, with an increase of 865 million to 925 million yuan, translating to a year-on-year growth of 5538.33% to 5922.76% [3]. Previous Year Comparison - In the same period last year, the total profit was approximately 333.78 million yuan, with a net profit attributable to shareholders of about 45.40 million yuan, and a net profit after deducting non-recurring gains and losses of around 15.61 million yuan [5]. Reasons for Performance Increase - The company has focused on market stabilization and has actively responded to uncertainties such as the Sino-U.S. trade conflict, adhering to strategic planning and production goals [7]. - Efforts include enhancing budget management, reducing costs, improving efficiency, and strengthening marketing operations, which have collectively supported significant growth in operating performance [8]. - The company has also made advancements in production management, marketing innovation, and project construction, contributing to the overall increase in sales and production of key products [9]. Market Position and Recognition - The company has seen a 17.34% increase in market value in the first half of 2025, maintaining its leading position in the rare earth permanent magnet industry [9]. - The stock was included in the CSI A50 Index, enhancing its visibility and investment appeal in the capital market [9].

Core Viewpoint - The State Administration for Market Regulation and the Ministry of Industry and Information Technology have issued an action plan aimed at enhancing the quality stability and service life of new materials while reducing production costs, focusing on various critical sectors such as major engineering, national defense, emerging industries, and public welfare [1] Group 1: Focus Areas - The action plan emphasizes the need for measurement testing requirements in advanced steel, non-ferrous metals, inorganic non-metallic materials, high-temperature alloys, high-performance ferromagnetic materials, high-performance fibers and composites, rare earth functional materials, ultra-pure rare metal materials, advanced semiconductor materials, and new display materials [1] - It aims to develop specialized measurement testing equipment and methods, establish a public measurement service platform and alliance for quality technology infrastructure, and promote effective integration of measurement with product standards and testing technologies [1] Group 2: Objectives - The plan seeks to improve the quality stability and service life of new materials, lower production costs, and enhance the foundational capabilities of the new materials industry [1]

Core Viewpoint - Anhui Fuyin New Materials Co., Ltd. has been accepted for IPO on the Beijing Stock Exchange, with a focus on precision functional materials used in various industries such as smart terminals, automotive, and home appliances [3] Group 1: Company Overview - Fuyin New Materials was established in 2016 with a registered capital of 68.087 million yuan [3] - The company specializes in the research, production, sales, and service of precision functional materials [3] Group 2: IPO and Fundraising - The company plans to raise 404 million yuan for three major projects, including the production construction project for precision functional materials (Phase I) and to supplement working capital [4] - The total investment for the precision functional materials production project is approximately 1.998 billion yuan, with a fundraising amount of 1.998 billion yuan [4] Group 3: Financial Performance - From 2022 to 2024, the company achieved operating revenues of 453 million yuan, 535 million yuan, and 724 million yuan, with net profits of 18.71 million yuan, 65.53 million yuan, and 89.08 million yuan respectively [7] - The comprehensive gross profit margins for the same period were 31.55%, 34.49%, and 34.98% [7] Group 4: Management and Ownership - The actual controller of the company is Chairman Xu Bing, who directly holds 4.49% of the shares and indirectly holds 55.35% through various investment entities, totaling 59.84% [5] - Xu Bing has a background in entrepreneurship since 2000 and has been the chairman and general manager of Fuyin New Materials since July 2022 [5]

长江商报消息 国内特种纸龙头仙鹤股份（603733）（603733.SH）又有重磅动作。 仙鹤股份继续实施其重磅扩张计划。 根据最新公告，在经过周密的实地考察与深入的交流磋商之后，6月30日，仙鹤股份与四川省合江县人 民政府正式签署了投资协议书，拟投资竹浆纸用一体化高性能纸基新材料项目，项目预计总投资约110 亿元。 7月2日晚间，仙鹤股份发布公告，6月30日，公司与四川省合江县人民政府正式签署了《竹浆纸用一体 化高性能纸基新材料项目投资协议书》，项目预计总投资约110亿元。 公告显示，项目分两期建设，每期投资均约为55亿元。 仙鹤股份称，此次投资，可整合当地优势资源，延伸上游产业链，丰富纸基新材料品类，是公司拓宽主 营业务范围之举。 长江商报记者梳理发现，2020年以来，仙鹤股份相继公告，在广西来宾、湖北石首、山东莱州等地进行 重磅投资，加上本次四川合江投资，总投资合计达509亿元。 从目前披露的信息来看，来宾、石首项目顺利推进。 市场担忧的是，仙鹤股份投资扩产明显激进。此前的重大项目尚未完工，公司又抛出超百亿大项目。 截至今年一季度末，仙鹤股份资产负债率65.49%，为历史高位。期末，公司有息负债121. ...

特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我 们的推送。 近日， 中国石油大学（华东）发布 25 项仪器设备采购意向，预算总额达 9932万 元，涉及 材料性能验证系统装置 、X射线吸收精细结构谱仪、电子顺磁共振波谱仪 、有机烃化学吸附 探测仪 等，预计采购时间为202 5 年 6 月。 中国石油大学（华东） 202 5 年 6 月 仪器设备采购 意向汇总表 | | | | 采 | | --- | --- | --- | --- | | 采购项 | 需求概况 | 预算 | 购 | | 目 | | 万元 | 时 | | | | | 间 | | | 包含大尺寸功能梯度材料先进制造装置1套，通过应 | | 202 | | 工程部 | 用扩散多元节方法，实现不同模量合金材料的高通量 | | 5 | | 件研制 | 制备；用于合金材料制备成形的小型真空电弧炉、离 | 193 | 年 | | 设备 | 心铸造机、小型连铸机及小型立式压铸机等设备各1 | | 6 | | | 个。 | | 月 | | | 包含二维电子器件结构性能模拟仿真平台1套，用于 | | | ...