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、准确性和完整性承担法律责任。 重要内容提示： ● 公司预计2025年半年度实现归属于上市公司股东的净利润为7,000万元至8,500万元，与上年同期相 比，将增加37,158.82 万元到38,658.82 万元。 ● 公司预计2025年半年度实现归属于上市公司股东的扣除非经常性损益的净利润为8,818.16 万元至 10,318.16 万元，与上年同期相比，将增加39,174.67 万元到40,674.67 万元。 一、本期业绩预告情况 （一）业绩预告期间 2025年1月1日至2025年6月30日。 （二）业绩预告情况 2.预计2025年半年度实现归属于上市公司股东的扣除非经常性损益的净利润为8,818.16 万元至10,318.16 万元，与上年同期相比，将增加39,174.67 万元到40,674.67 万元。 二、上年同期业绩情况 1.经财务部门初步测算，预计2025年半年度实现归属于上市公司股东的净利润为7,000万元至8,500万 元，与上年同期相比，将增加37,158.82万元到38,658.8 ...

7月9日，行业龙头北方稀土发布2025年半年度业绩预告，其表现远超市场预期。公告显示，公司预计上 半年实现归属于上市公司股东的净利润同比大幅增长1882.54%至2014.71%。更为突出的是，其扣除非 经常性损益后的净利润增幅高达5538.33%至5922.76%。这一爆炸性增长数据迅速点燃市场热情。 7月10日，北方稀土与包钢股份双双发布公告，宣布上调第三季度稀土精矿关联交易价格。值得注意的 是，这已是双方自2024年三季度以来的连续第四次季度上调，该消息进一步为已经沸腾的市场情绪添柴 加薪。 稀土作为现代工业不可或缺的关键战略资源，在全球贸易格局复杂化的背景下，其资源价值与战略意义 日益受到广泛关注与重估。投资者对该板块的兴趣度持续升温，近期涌入沪深交易所互动平台，密集询 问各稀土企业生产经营、市场前景等最新情况，全景为您精选来自上市公司最真实的声音。（以下内容 均摘自深交所互动易、上证e互动、上市公司公告等） 【投资者问】2025年公司将投产高性能特种粉末和1万吨非晶带材项目，同时推进稀土永磁技改项目 a. 新项目投产计划是否属实？进度如何？ 安泰科技 [000969] ：2024年，公司已完成安泰北 ...

Market Overview - On July 11, the A-share market closed with a total of 69 stocks hitting the daily limit, excluding 7 ST stocks and 1 delisted stock, resulting in 61 stocks hitting the limit; 30 stocks failed to maintain their limit, with an overall limit-hitting rate of 69.7% [1] Top Performers - Baogang Co., a leader in rare earths, had the highest limit order volume at 2.4071 million hands; followed by Greenland Holdings, Shenzhou New Materials, and Jingyun Tong with limit order volumes of 1.1592 million hands, 676,900 hands, and 673,100 hands respectively [2] - Baogang Co. announced an adjustment in the price of rare earth concentrate for Q3 2025 to 19,109 yuan/ton (excluding tax, dry weight, REO=50%) [2] - The company aims to enhance its product structure by focusing on "high-quality specialty steel + series of rare earth steel" to become a leading supplier and service provider of rare earth steel new materials in China [2] Rare Earth Sector - The rare earth sector saw collective gains with stocks like Huahong Technology, Northern Rare Earth, China Rare Earth, and Shenghe Resources also hitting their limits [4] - Northern Rare Earth and Baogang Co. both announced price increases for rare earth concentrate in Q3 [4] - Huahong Technology has a total production capacity of 15,000 tons/year for rare earth permanent magnet materials, with ongoing projects in Shandong and Inner Mongolia [4] - China Rare Earth reported an increase in operating profit year-on-year due to timely adjustments in marketing strategies in response to rising prices in Q1 2025 [5] Financial Sector - The financial sector also saw stocks like Nanhua Futures, Bank of China Securities, Zhongyuan Securities, and Harbin Investment Holdings hitting their limits [6] - Nanhua Futures has obtained licenses for securities trading and advisory services, enhancing its market participation capabilities [6] - Bank of China Securities is focusing on transforming wealth management for individual clients and building an ecosystem for institutional clients [6] - Zhongyuan Securities is enhancing its asset management business by collaborating with wealth management and investment banking divisions [7] Pharmaceutical Sector - The pharmaceutical sector had stocks like Kailaiying, WuXi AppTec, Haobio, and Lianhuan Pharmaceutical hitting their limits [7] - Kailaiying reported stable growth in new orders, particularly in small molecule orders, while emerging business orders are growing rapidly [7] - WuXi AppTec is committed to reducing R&D barriers through its unique CRDMO business model, enhancing client R&D efficiency [7] - Haobio is collaborating with China Biopharmaceutical to leverage synergies between in vitro diagnostics and pharmaceutical businesses [7] Investment Trends - The top net purchases on the Dragon and Tiger list included Hengbao Co., China Rare Earth, and Zhongke Jin Cai, with Hengbao Co. seeing over 100 million yuan in net purchases [8] - The top net purchases by institutions were Haobio, Guorui Technology, and Zhongke Jin Cai, with amounts of 134 million yuan, 65.21 million yuan, and 52.26 million yuan respectively [10] - The Shenzhen Stock Connect saw a net purchase of 100 million yuan in Chutianlong, while the Shanghai Stock Connect had a net sale of 85.28 million yuan in Bank of China Securities [11]

Group 1 - The rare earth permanent magnet sector showed significant activity, with the sector index rising by 5.64% and several stocks, including Northern Rare Earth (600111) and China Rare Earth (000831), hitting the daily limit [1] - Northern Rare Earth announced a projected net profit increase of 1882.54% to 2014.71 million by the first half of 2025, driven by market stabilization, increased production and sales, and cost reduction efforts [1] - The global market size for rare earth permanent magnets is expected to reach approximately $17 billion in 2024 and $27 billion in 2025, indicating substantial growth potential for the industry [1] Group 2 - Northern Rare Earth is the largest supplier of light rare earth products in China and globally, focusing on rare earth raw materials, functional materials, and some end-use products [2] - China Rare Earth primarily engages in the production and operation of rare earth oxides and offers technology research and consulting services [3] - Shenghe Resources has a diverse range of rare earth products, including both light and heavy rare earths [4] - Jiuwu Hi-Tech specializes in the development of membrane separation technology for ion-type rare earth mining and the research of rare earth leachate pretreatment processes [4] - Baotou Steel's main products include rare earth concentrates and fluorite [5] - Jinchuan Magnetics is a leading supplier of high-performance rare earth permanent magnet materials in the new energy and energy-saving sectors [6] - Guangsheng Nonferrous Metals focuses on rare earth mining, smelting separation, deep processing, and non-ferrous metal trading [7] - China Nonferrous Metal Industry's Technology is a leader in lead-zinc smelting and rare earth separation technologies in China [8]

本文由 AI 算法生成，仅作参考，不涉投资建议，使用风险自担 （责任编辑：王治强 HF013） 【机器人行业发展带动，正海磁材披露投资者交流情况及业务进展】 今年以来，机器人行业快速发 展，上游稀土永磁行业受市场关注。日前，正海磁材(300224)披露投资者关系活动记录表，与多家券商 机构交流公司及行业问题。 在人形机器人方面，正海磁材密切跟进下游新场景，技术匹配核心部件需 求。公司有合作经验，与新兴龙头合作密切，2024年获"人形机器人领域最具价值材料类企业"，已小批 量供货。 正海磁材主营高性能钕铁硼永磁材料，用于新能源等领域。该材料可靠性高，是理想材料。 中信证券曾指出，新兴领域或成需求远期增长驱动因素。 节能与新能源汽车领域，正海磁材覆盖多个 品牌，2024年完成58个选定项目，出货量增25%，搭载561万台套电机。 面向2025年，两新政策拉动终 端需求。新兴领域或成钕铁硼需求新驱动力。2024年，公司核心技术产品覆盖率高，无重稀土磁体产量 增50%。 截至2024年末，正海磁材烟台基地产能18000吨，南通基地12000吨。原规划南通新增6000吨 产能，将视情况调整投资。 产能方面，南通基地20 ...

Group 1 - The rapid development of the robotics industry has increased market attention on the rare earth permanent magnet industry, which serves as upstream raw materials [1] - The company has extensive experience collaborating with international clients for nearly two decades and has established close partnerships with emerging domestic industry leaders [1] - The company’s main product, high-performance neodymium-iron-boron permanent magnets, is widely used in new energy, energy-saving, and intelligent fields, making it an ideal material for motors in humanoid robots [1][2] Group 2 - The company achieved full coverage of the top 10 international automotive brands, top 5 domestic automotive brands, and top 5 new car-making forces in the energy-saving and new energy vehicle sectors [2] - The company’s product shipment volume increased by 25% year-on-year, with a total of 5.61 million sets of energy-saving and new energy vehicle motors delivered [2] - The company’s core technology, grain optimization technology (TOPS), reached a product coverage rate of 97% in 2024, while diffusion technology (THRED) exceeded 80% [2] Group 3 - The company’s Nantong base is expected to achieve over 150% year-on-year growth in production in 2024, complementing the strategic capacity of the Yantai base [3] - The company has responded quickly to export control measures for medium and heavy rare earth items, actively promoting export declaration work and obtaining export licenses [3] - The company will maintain close communication with relevant departments to ensure compliance in export operations and safeguard stable business operations [3]

Group 1: EDA Software Market and Regulations - The U.S. Department of Commerce has lifted the requirement for Synopsys, Cadence, and Siemens to apply for government licenses when conducting business in China, following a previous ban imposed on May 23, 2025 [1] - By 2024, the global market shares for these EDA companies are projected to be 31%, 30%, and 13% respectively [1] - The lifting of the ban is linked to a framework established on June 27, 2025, where China agreed to review export applications for controlled items, leading to the U.S. canceling corresponding restrictions [1] Group 2: Rare Earth Elements and Strategic Importance - Rare earth elements consist of 17 metals and are crucial for over 200 commercial, high-tech, and military products, with China dominating the heavy rare earth separation sector [3][5] - China controls approximately 80% of the global rare earth refining capacity and produces 99% of the world's heavy rare earth elements [5] - The strategic value of rare earths has led China to implement export controls on key materials, which are essential for various industries [3][5] Group 3: U.S. Rare Earth Supply Chain Challenges - The U.S. has historically relied on outsourcing for rare earth production, leading to a significant dependency on China [6][7] - Recent U.S. initiatives aim to rebuild the domestic rare earth supply chain, with an estimated cost in the thousands of billions [7] - The U.S. Department of Defense has set a goal to establish a domestic supply chain for rare earths by 2027, covering all critical nodes from mining to magnet manufacturing [7] Group 4: Global Competition and Alternatives - Countries are investing resources to find alternatives to Chinese rare earths, but the transition will take years [9] - The EU has announced new mineral projects to diversify raw material sources, including rare earths, but faces environmental concerns and lengthy approval processes [9] - The trend of nationalizing key mineral resources is emerging in South America and Africa, as governments seek to maintain control over their mineral wealth [9]

安泰科技股份有限公司投资者关系活动记录表 证券代码：000969 证券简称：安泰科技 编号：2025-009 | |  特定对象调研 分析师会议 | | --- | --- | | 投资者关系 | 媒体采访 业绩说明会 | | 活动类别 | 新闻发布会 路演活动 | | | 现场参观其他 | | 参与单位名 | 国海证券-王鹏；富国基金-李可伦；国海证券-李永磊；华夏久盈-孙玉 | | 称及人员姓 | 娇、周义；华夏基金-王晓李、黄宗贤、陈凌飞；诚通基金-孙天智、刘 思源；中金资管-赵腾辉、韩诚；天风资管-李云鹏；拾贝投资-练强； | | 名 | 国信自营-彭星煜、康睿强；长江证券-申浩树；长城财富保险-胡纪元 | | 接待时间 | 年 月 日 2025 7 2 | | 接待地点 | 公司总部 会议室 102 | | 上市公司接 | 赵晨-证券事务代表 李媛-证券事务经理 | | 待人员姓名 | | | | 1、简要介绍一下公司产业构成及 2025 年基本情况？ | | | 安泰科技以"先进粉末冶金技术""快速凝固工艺技术"、"增材 | | | 制造工艺技术"、"CIP/HIP 等静压成形技术 ...

前脚中企参与的印尼电池产业链新高地项目刚刚奠基，后脚，印尼就对美国抛出橄榄枝，声称愿意同美国共同投资稀土产业。 恐怕我国也没料到，会是这个被我国帮助的友国，对因稀土问题焦头烂额的美国，伸出了"援助之手"，现在中美博弈的大局当中，稀土，正是我国制衡美国 的重要一环。 印尼如此表态，究竟是几个意思？美国又是否真的能在印尼的帮助下，打通稀土供应呢？ 就在当地时间6月29日，印尼电动汽车电池的一体化生态系统项目的奠基仪式，在印尼两地同时举行，印尼总统、我国在印尼的大使以及印尼的能源与矿产 资源部长，宁德的创始人等一同出席，并按下了启动按钮。 这一项目是印尼两家国企和宁德时代旗下的公司共同投资建设的，根据媒体报道，这一项目未来的总投资大约在六十亿美元。 印尼方面对这一项目建成后的收益做了估计，称项目落成后，能够每年为印尼GDP带来高达四百二十亿美元的贡献，还将进一步巩固他们在东南亚电动汽 车电池行业的中心地位。 印尼总统在项目奠基时还表示，这一项目将会让印尼成为全球唯一一个做到镍基电池自上而下全产业链一体化生产的国家，让印尼成为东盟地区中电动汽车 电池产能最大的国家。 同时，他也强调，全球范围内燃油车正在转向电动汽车， ...

公司为全球高性能钕铁硼永磁材料龙头企业，具备业界领先的晶界渗透等技术体系，产品应用于新能源 汽车及汽车零部件、风力发电、节能电梯、工业机器人与人形机器人、变频空调等领域，下游应用增速 可期。 深耕永磁材料十六载，核心技术与齐全牌号傍身。公司是一家专注于研发、生产和销售高性能钕铁硼永 磁材料及组件的高新技术企业。截至24 年年底，公司拥有以晶界渗透技术为核心的127 项国内外专利， 其产品线覆盖的牌号齐全，稳定性强，综合品质高，在行业具备较强竞争力。 钕铁硼磁材的上游为稀土材料，全球供应量增势较缓。钕铁硼磁材的上游为轻、中重稀土。全球稀土原 材料供应的集中度高，我国是重要供应地。在我国，稀土是实行生产总量控制管理的产品，其开采指标 逐年稳健增长，主要分配给两大稀土集团。镨钕氧化物供给全球呈缓慢增长态势。 维持"强烈推荐"投资评级。预计25、26、27 年实现归母净利润5.87、8.04、9.79 亿元，对应市盈率 55.7、40.7、33.4 倍，强烈推荐。 下游节能环保类与机器人等应用增速可期。钕铁硼磁材行业具有门槛高，客户粘性强的特点。相比于其 他磁性材料，该类磁材性能优势突出，具有极高的磁能积、矫顽力和能 ...