11月24日，北方稀土盘中上涨2.02%，截至13:54，报44.99元/股，成交28.47亿元，换手率1.78%，总市 值1626.42亿元。 责任编辑：小浪快报 资料显示，中国北方稀土(集团)高科技股份有限公司位于内蒙古自治区包头市稀土高新技术产业开发区 黄河大街83号，成立日期1997年9月12日，上市日期1997年9月24日，公司主营业务涉及稀土原料产品、 稀土功能材料产品及部分稀土终端应用产品。主营业务收入构成为：生产业务分部132.93%，稀土功能 材料及应用产品分部31.31%，贸易业务分部27.24%，环保产业业务分部及其他4.01%。 北方稀土所属申万行业为：有色金属-小金属-稀土。所属概念板块包括：小金属、大盘、稀土永磁、稀 缺资源、基金重仓等。 截至11月20日，北方稀土股东户数73.64万，较上期减少2.13%；人均流通股4908股，较上期增加 2.18%。2025年1月-9月，北方稀土实现营业收入302.92亿元，同比增长40.50%；归母净利润15.41亿元， 同比增长280.27%。 分红方面，北方稀土A股上市后累计派现53.58亿元。近三年，累计派现9.94亿元。 机构持仓方面 ...

Core Viewpoint - Northern Rare Earth's stock price has shown significant growth this year, with a year-to-date increase of 121.24%, despite recent fluctuations in trading performance [1][2]. Group 1: Stock Performance - As of November 19, Northern Rare Earth's stock price rose by 2.11% to 46.87 CNY per share, with a trading volume of 1.714 billion CNY and a turnover rate of 1.03% [1]. - The stock has experienced a 2.83% increase over the last five trading days, a 7.72% decrease over the last 20 days, and a 5.44% increase over the last 60 days [1]. - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent occurrence on July 11 [1]. Group 2: Financial Performance - For the period from January to September 2025, Northern Rare Earth reported a revenue of 30.292 billion CNY, reflecting a year-on-year growth of 40.50%, and a net profit attributable to shareholders of 1.541 billion CNY, which is a remarkable increase of 280.27% [2]. - Cumulatively, the company has distributed 5.358 billion CNY in dividends since its A-share listing, with 994 million CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of November 10, the number of shareholders for Northern Rare Earth was 752,500, a decrease of 1.74% from the previous period, while the average number of tradable shares per shareholder increased by 1.77% to 4,804 shares [2]. - The top ten circulating shareholders include significant institutional investors, with notable changes in holdings, such as a decrease in shares held by Hong Kong Central Clearing Limited and an increase by the Jiashi CSI Rare Earth Industry ETF [3].

Core Viewpoint - Northern Rare Earth's stock price has shown significant volatility, with a year-to-date increase of 131.11%, but a recent decline in the last five and twenty trading days [1][2]. Company Overview - Northern Rare Earth (China Northern Rare Earth Group High-Tech Co., Ltd.) is located in Baotou, Inner Mongolia, and was established on September 12, 1997, with its listing on September 24, 1997 [1]. - The company specializes in rare earth raw materials, functional materials, and some terminal application products [1]. - Revenue composition includes production business (132.93%), functional materials and application products (31.31%), trading business (27.24%), and environmental industry and others (4.01%) [1]. Financial Performance - For the period from January to September 2025, Northern Rare Earth achieved a revenue of 30.292 billion yuan, representing a year-on-year growth of 40.50%, and a net profit attributable to shareholders of 1.541 billion yuan, up 280.27% year-on-year [2]. - Cumulative cash dividends since the A-share listing amount to 5.358 billion yuan, with 994 million yuan distributed over the past three years [3]. Shareholder Structure - As of September 30, 2025, the number of shareholders increased to 735,600, with an average of 4,914 circulating shares per person, a decrease of 0.76% from the previous period [2]. - Major shareholders include Hong Kong Central Clearing Limited, Huatai-PB CSI 300 ETF, and E Fund CSI 300 ETF, with notable changes in their holdings [3].

Core Viewpoint - Northern Rare Earth has shown significant stock performance with a year-to-date increase of 135.45%, despite a recent decline of 2.33% over the last five trading days [1] Group 1: Stock Performance - As of November 4, Northern Rare Earth's stock price is 49.88 CNY per share, with a market capitalization of 180.32 billion CNY [1] - The stock has experienced a trading volume of 7.23 billion CNY and a turnover rate of 0.41% [1] - Year-to-date, the stock has risen by 135.45%, with a 6.92% increase over the last 20 days and a 37.41% increase over the last 60 days [1] Group 2: Financial Performance - For the period from January to September 2025, Northern Rare Earth reported revenue of 30.29 billion CNY, reflecting a year-on-year growth of 40.50% [2] - The net profit attributable to shareholders for the same period was 1.54 billion CNY, showing a substantial year-on-year increase of 280.27% [2] Group 3: Shareholder Information - As of October 20, 2025, the number of shareholders for Northern Rare Earth is 735,600, which is an increase of 0.77% from the previous period [2] - The average number of circulating shares per shareholder is 4,914, a decrease of 0.76% from the previous period [2] Group 4: Dividend Distribution - Since its A-share listing, Northern Rare Earth has distributed a total of 5.36 billion CNY in dividends, with 994 million CNY distributed over the last three years [3] Group 5: Institutional Holdings - As of September 30, 2025, the top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 80.36 million shares, a decrease of 58.33 million shares from the previous period [3] - Other notable institutional shareholders include Huatai-PB CSI 300 ETF and E Fund CSI 300 ETF, both of which have seen changes in their holdings [3]

Company Overview - Northern Rare Earth (Group) High-Tech Co., Ltd. is located in Baotou, Inner Mongolia, and was established on September 12, 1997, with its listing date on September 24, 1997. The company specializes in rare earth raw materials, functional materials, and some terminal application products [1][2]. Financial Performance - For the first half of 2025, Northern Rare Earth achieved operating revenue of 18.866 billion yuan, representing a year-on-year growth of 45.24%. The net profit attributable to the parent company was 931 million yuan, showing a significant year-on-year increase of 1951.52% [2]. - Since its A-share listing, the company has distributed a total of 5.358 billion yuan in dividends, with 994 million yuan distributed over the past three years [3]. Stock Performance - As of October 16, Northern Rare Earth's stock price decreased by 2.00% to 53.41 yuan per share, with a trading volume of 4.671 billion yuan and a turnover rate of 2.40%. The total market capitalization stands at 193.081 billion yuan [1]. - Year-to-date, the stock price has increased by 152.11%, with a 0.53% rise over the last five trading days, an 8.21% increase over the last 20 days, and an 83.92% increase over the last 60 days [1]. Shareholder Information - As of October 10, the number of shareholders for Northern Rare Earth reached 730,000, an increase of 4.58% from the previous period. The average circulating shares per person decreased by 4.38% to 4,952 shares [2]. - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited holding 139 million shares, an increase of 40.4142 million shares from the previous period [3].

Core Viewpoint - Northern Rare Earth has shown significant stock performance with a year-to-date increase of 124.12%, despite a recent decline in the last five and twenty trading days [1][2]. Company Overview - Northern Rare Earth (China Northern Rare Earth Group High-Tech Co., Ltd.) is located in Baotou, Inner Mongolia, and was established on September 12, 1997. It was listed on September 24, 1997. The company specializes in rare earth raw materials, functional materials, and some terminal application products [1]. - The revenue composition of the company includes 72.25% from rare earth products, 21.39% from trading, 4.51% from environmental products and services, and smaller percentages from other categories [1]. Financial Performance - For the first half of 2025, Northern Rare Earth achieved an operating income of 18.866 billion yuan, representing a year-on-year growth of 45.24%. The net profit attributable to shareholders reached 931 million yuan, a staggering increase of 1951.52% [2]. - The company has distributed a total of 5.358 billion yuan in dividends since its A-share listing, with 994 million yuan distributed in the last three years [3]. Shareholder Information - As of September 10, 2025, the number of shareholders for Northern Rare Earth was 660,000, a decrease of 8.33% from the previous period. The average number of circulating shares per shareholder increased by 9.09% to 5,477 shares [2]. - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited holding 139 million shares, an increase of 40.4142 million shares from the previous period [3].

Core Viewpoint - Northern Rare Earth experienced a decline of 5.15% on September 16, with a stock price of 49.57 yuan per share and a total market capitalization of 179.199 billion yuan [1] Company Overview - China Northern Rare Earth (Group) High-Tech Co., Ltd. is located in Baotou City, Inner Mongolia, and was established on September 12, 1997, with its listing date on September 24, 1997 [1] - The company's main business includes rare earth raw materials, functional materials, and some terminal application products, with revenue composition as follows: 72.25% from rare earth products, 21.39% from trading, 4.51% from environmental products and services, 1.07% from others, and 0.49% from supplementary sources [1] Shareholder Analysis - E Fund's Hu Shen 300 ETF (510310) is among the top ten circulating shareholders of Northern Rare Earth, having increased its holdings by 3.0611 million shares in Q2, totaling 32.1476 million shares, which represents 0.89% of circulating shares [2] - The estimated floating loss for E Fund's Hu Shen 300 ETF today is approximately 86.4771 million yuan [2] - The fund was established on March 6, 2013, with a current scale of 266.516 billion yuan, yielding 17.71% this year and 46.97% over the past year [2] Fund Manager Performance - The fund managers of E Fund's Hu Shen 300 ETF are Yu Haiyan and Pang Yaping, with Yu having a tenure of 14 years and 285 days and a total asset scale of 385.764 billion yuan [3] - Yu's best fund return during his tenure is 165.33%, while the worst is -78.9% [3] - Pang has a tenure of 6 years and 335 days, managing assets of 314.865 billion yuan, with a best return of 80.18% and a worst return of -37.67% [3] Fund Holdings - E Fund's Zhongzheng Rare Earth Industry ETF (159715) is a major holding in the E Fund portfolio, having reduced its holdings by 45,100 shares in Q2, now holding 1.1136 million shares, which constitutes 13.12% of the fund's net value [4] - The estimated floating loss for this fund today is approximately 2.9956 million yuan [4] - The fund was established on September 1, 2021, with a current scale of 211 million yuan, achieving a return of 72.54% this year and 129.39% over the past year [4] Fund Manager of Zhongzheng Rare Earth Industry ETF - The fund manager for E Fund's Zhongzheng Rare Earth Industry ETF is Liu Wenkuai, who has a tenure of 2 years and 9 days, managing assets of 1.42 billion yuan [5] - Liu's best return during his tenure is 90.52%, while the worst is -2.14% [5]

Group 1 - The stock price of Northern Rare Earth increased by 2.06% on September 12, reaching 51.60 CNY per share, with a trading volume of 3.339 billion CNY and a turnover rate of 1.82%, resulting in a total market capitalization of 186.537 billion CNY [1] - Year-to-date, Northern Rare Earth's stock price has risen by 143.57%, with a 1.96% increase over the last five trading days, a 32.31% increase over the last 20 days, and a 115.27% increase over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent occurrence on July 11 [1] Group 2 - Northern Rare Earth's main business segments include rare earth raw materials (72.25%), trading business (21.39%), environmental products and services (4.51%), and other categories [1] - As of August 31, the number of shareholders for Northern Rare Earth reached 720,000, an increase of 26.32% from the previous period, while the average circulating shares per person decreased by 20.83% to 5,020 shares [2] - For the first half of 2025, Northern Rare Earth reported operating revenue of 18.866 billion CNY, a year-on-year increase of 45.24%, and a net profit attributable to shareholders of 931 million CNY, a year-on-year increase of 1,951.52% [2] Group 3 - Since its A-share listing, Northern Rare Earth has distributed a total of 5.358 billion CNY in dividends, with 994 million CNY distributed over the past three years [3] - As of June 30, 2025, the top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 139 million shares, an increase of 40.4142 million shares from the previous period [3] - Other significant shareholders include various ETFs, such as Huatai-PB CSI 300 ETF and E Fund CSI 300 ETF, which have also increased their holdings [3]

Group 1 - The stock price of Northern Rare Earth fell by 5.09% to 53.67 CNY per share, with a trading volume of 15.245 billion CNY and a turnover rate of 7.72%, resulting in a total market capitalization of 194.021 billion CNY [1] - Northern Rare Earth, established on September 12, 1997, and listed on September 24, 1997, is located in Baotou, Inner Mongolia, and its main business includes rare earth raw materials, functional materials, and some terminal application products [1] - The revenue composition of Northern Rare Earth is as follows: 72.25% from rare earth products, 21.39% from trading, 4.51% from environmental products and services, 1.07% from others, and 0.49% from supplementary sources [1] Group 2 - According to data, one fund under China Europe Fund has Northern Rare Earth as a top ten holding, specifically the China Europe Cycle Select Mixed Fund A (019888), which held 24,700 shares, accounting for 4.38% of the fund's net value [2] - The estimated floating loss for the fund on the current day is approximately 71,100 CNY, with the fund's latest scale being 12.977 million CNY and a year-to-date return of 42.03% [2] - The fund manager, Ren Fei, has been in position for 1 year and 294 days, with the fund's total asset scale at 14.0352 million CNY and a best return of 46.15% during his tenure [3]

Core Viewpoint - China Northern Rare Earth Group High-Tech Co., Ltd. (Northern Rare Earth) reported significant growth in its financial performance for the first half of the year, indicating strong demand and operational efficiency in the rare earth sector [1] Financial Performance - The company achieved a net profit attributable to shareholders of approximately 931 million yuan, representing a year-on-year increase of 1951.52% [1] - The net profit excluding non-recurring gains and losses was about 897 million yuan, showing a remarkable year-on-year growth of 5644.93% [1] - Northern Rare Earth's operating revenue for the first half was approximately 18.866 billion yuan, reflecting a year-on-year growth of 45.24% [1] Asset and Equity Position - As of the end of June, the company's total assets were approximately 47.318 billion yuan, which is a year-on-year increase of 4.27% [1] - The net assets attributable to shareholders were about 23.265 billion yuan, marking a year-on-year growth of 3.71% [1] Product Offering and Market Position - Northern Rare Earth produces over 100 types of rare earth products across 11 major categories, including raw materials, functional materials, and end-use products [1] - The company is the largest listed company by market capitalization in the A-share rare earth permanent magnet sector, with a total market value exceeding 177.5 billion yuan as of the market close on the reporting date [1]