登录新浪财经APP 搜索【信披】查看更多考评等级 中国北方稀土（集团）高科技股份有限公司（以下简称公司或北方稀土）于2025年8月22日在《中国证 券报》《上海证券报》《证券时报》及上海证券交易所网站发布了《北方稀土关于召开2025年半年度业 绩说明会的公告》。公司于2025年8月29日上午10:00～11:30，在上海证券交易所上证路演中心以"现场 视频直播+现场嘉宾互动+网络互动"形式召开了本次说明会。公司董事、总经理、党委副书记瞿业栋先 生，独立董事戴璐女士，董事、董事会秘书、首席合规官吴永钢先生，副总经理刘见强先生，董事、财 务总监宋泠女士参加了本次说明会，就公司2025年半年度经营成果及财务指标等情况与投资者进行互动 交流，在信息披露允许的范围内解答了投资者普遍关注的问题。 证券代码：600111证券简称：北方稀土 公告编号：2025-050 公司将本次说明会投资者提问问题进行了梳理与合并，公告如下： 中国北方稀土（集团）高科技股份有限公司 问题1：距离提出建设"两个稀土基地"有两年时间了，这期间公司一直是建设的主力军。想了解下，公 司都开展了哪些工作？ 关于2025年半年度业绩说明会召开情况的公告 ...

证券代码：600111 证券简称：北方稀土 公告编号：2025-050 中国北方稀土（集团）高科技股份有限公司 关于 2025 年半年度业绩说明会召开情况的公告 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。 中国北方稀土（集团）高科技股份有限公司（以下简称公司或北 方稀土）于 2025 年 8 月 22 日在《中国证券报》《上海证券报》《证券 时报》及上海证券交易所网站发布了《北方稀土关于召开 2025 年半年 度业绩说明会的公告》 。公司于 2025 年 8 月 29 日上午 10:00～11:30， 在上海证券交易所上证路演中心以"现场视频直播+现场嘉宾互动+网 络互动"形式召开了本次说明会。公司董事、总经理、党委副书记瞿 业栋先生，独立董事戴璐女士，董事、董事会秘书、首席合规官吴永 钢先生，副总经理刘见强先生，董事、财务总监宋泠女士参加了本次 说明会，就公司 2025 年半年度经营成果及财务指标等情况与投资者进 行互动交流，在信息披露允许的范围内解答了投资者普遍关注的问题。 公司将本次说明会投资者提问问题进行了梳理与合 ...

【文/观察者网 潘昱辰 编辑/高莘】8月5日，上汽名爵全新MG4开启预售。新车先期推出4款推出车型， 预售价格区间为7.38万—10.58万元。此外在预售期间，用户支付999元订金可抵扣2000元车款。 全新MG4 MG 值得一提的是，新车还将首次搭载量产半固态电池。与传统液态锂电池相比，半固态电池拥有更高的能 量密度和安全性。不过搭载这款电池的全新MG4半固态安芯版将于9月正式上市时公布价格，并于年内 批量交付。同时上汽MG还表示，全固态电池的量产引擎也已启动。 在三电技术方面，上汽集团在铝的基础上增加镧、铈两种稀土元素，推出稀土合金材料，其熔点超过 630℃，抗拉强度达200MPa，以平衡车端不同模块热管理需求。在该材料的助力下，新车工作环境最低 可达-35℃；而相比分体式热泵空调系统，全新MG4的空调能耗可降低50%，冬季制热效率提升30%。 并且，全新MG4还采用了CTB电池车身一体化技术，使车内空间利用率和安全性更高。 除此之外，基于上汽集团与OPPO的合作，全新MG4还将搭载高通骁龙8155芯片和来自OPPO智行的车 机互融系统，同时该车还支持华为、苹果、安卓等主流手机操作系统。 全新MG4 MG ...

Core Insights - China's strict control measures on rare earth exports have become a significant leverage in its geopolitical strategy against the United States [1] - Recent reports indicate that China is not only regulating rare earth exports but also implementing strict management of related technical personnel [1] Industry Developments - China is the world's largest producer and exporter of rare earths, having made significant technological advancements, particularly in rare earth purification technology, achieving a purity level of 99.9999% [3][5] - In contrast, Western countries, particularly the United States, have lagged behind, with their purification technology only reaching 90% purity [5] - China holds a dominant position in the global rare earth refining sector, controlling 95% of the market share and having developed various efficient separation technologies [5][7] Technological Advancements - China's advancements in alloy manufacturing have led to the production of high-performance rare earth alloys, significantly improving production efficiency and reducing costs to one-third of that of Western countries [7] - The decline of the rare earth industry in Western nations is attributed to a lack of investment in resource extraction and technology development, leading to a reliance on imports [9] Talent and Security Concerns - A recent case of technology leakage involving a vice president of a rare earth group highlights the risks associated with core technology personnel leaving for foreign entities [11] - The departure of experienced executives from the rare earth sector poses a significant threat to China's technological future [13][14] Protective Measures - To prevent technology outflow, China has mandated that rare earth companies submit detailed lists of experts and technical personnel, including their professional backgrounds and research achievements [16] - Strict exit and entry record checks for key personnel have been implemented, alongside advanced technological measures such as blockchain for document security and AI systems to protect core data [18][20] - These protective strategies reflect China's critical role in the global rare earth industry, especially in military applications, where any technology leakage could pose severe national security risks [22]

Summary of Rare Earth Industry Research Conference Call Industry Overview - The report focuses on the rare earth industry chain, highlighting the geopolitical competition and supply chain dynamics between China, the US, and Europe [1][8] - Rare earth elements are critical in high-tech fields such as renewable energy, military, and electronics, with China controlling approximately 70% of global production and 90% of refining capacity [8][23] Key Points Global Supply Chain Dynamics - The US and Western countries are pushing for "de-China" strategies regarding rare earths, viewing it as a national security issue [8] - Policies are being implemented to explore domestic rare earth resources and establish refining capacities in countries like the US, Australia, and Canada [8][29] - The geopolitical tensions have highlighted the strategic value of rare earth resources in reshaping global power dynamics [8] China's Dominance in Rare Earths - China holds the largest rare earth reserves globally, with 44 million tons, accounting for about 48% of total global reserves [19][21] - In 2024, China's rare earth production is projected to reach 270,000 tons, representing 69% of global output [22][23] - The country has a complete rare earth industry chain, from mining to functional materials processing, maintaining a significant competitive advantage [23] Market Size and Growth - The rare earth industry in China had an estimated output value of approximately 900 billion yuan in 2018, with functional materials accounting for 56% of this value [41] - The revenue for China's rare earth refining and separation industry is expected to exceed 45 billion yuan in 2023 [42] - The market for rare earth functional materials has been growing rapidly, with a compound annual growth rate (CAGR) of 34.40% from 2017 to 2022 [43] Supply Chain Management and Regulations - China has implemented strict controls on rare earth mining and refining, with total production quotas set annually [30][35] - The establishment of the China Rare Earth Group in 2021 consolidated the industry, enhancing resource management and operational efficiency [32][33] Future Trends - The demand for rare earth materials is expected to grow significantly in high-tech applications, particularly in electric vehicles, wind power, and robotics [54][55] - The global market for rare earth permanent magnets is projected to continue expanding, with China maintaining a dominant position [51] Additional Insights - The integration of rare earth resources into national strategic reserves is becoming a priority for many countries, reflecting the increasing importance of these materials in global supply chains [8][29] - The ongoing geopolitical tensions and supply chain diversification efforts may lead to a restructuring of the global rare earth market, impacting pricing and availability [29][35]

Industry Overview - Rare earth elements are a group of metals known as "industrial vitamins," consisting of 17 elements including lanthanides and similar elements like scandium and yttrium [1] - The rare earth industry is divided into several steps: mining, smelting, separation, and processing, with applications in wind power, electric vehicles, and smart manufacturing [4][5] Industry Development - China's rare earth production accounts for nearly 70% of global output, with an estimated production of 270,000 tons in 2024 [8] - The revenue of China's rare earth industry has fluctuated, increasing from 247.75 billion yuan in 2019 to 381.56 billion yuan in 2022, with a projected market size of 346.89 billion yuan for 2024 [17][18] Competitive Landscape - The majority of rare earth mining companies are located in Jiangxi and Inner Mongolia, with Jiangxi having the highest number of companies at 197 [23] - Shenghe Resources has the largest revenue in the rare earth sector, with an estimated revenue of 5.44 billion yuan in the first half of 2024, while Xiamen Tungsten achieved over 20% growth in the same period [25] Policy Direction - The Chinese government emphasizes the protection and innovation of the rare earth industry, with multiple policies aimed at supporting and regulating its development [11][13] Future Trends - The demand for rare earth recycling is expected to grow due to the non-renewable nature of these resources and the tightening supply-demand dynamics [28]