稀土氧化物

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包钢股份、北方稀土上调稀土精矿关联交易价格
Zheng Quan Shi Bao Wang· 2025-10-10 12:00
包钢股份向北方稀土销售稀土精矿,两公司控股股东均为包头钢铁(集团)有限责任公司(简称"包钢集 团")。截至今年上半年末,包钢集团持有北方稀土38.03%的股份,持有包钢股份55.38%的股份。同期, 北方稀土持有包钢股份0.58%的股份,是后者的第六大股东。 包钢股份公告,根据公司2022年年度股东大会审议通过的稀土精矿价格调整机制及计算公式,公司拟将 2025年第四季度稀土精矿关联交易价格调整为不含税26205元/吨(干量,REO=50%)。REO每增减1%, 不含税价格增减524.10元/吨。 此前,上述两家公司在7月10日发布公告,第三季度稀土精矿交易价格调整为不含税19109元/吨。据此 估算,第四季度价格环比上涨37.13%。 稀土是现代工业中不可或缺的重要元素和关键战略资源。财通证券(601108)研报显示,中国是全球稀 土储量、产量和供应的最大国家,稀土开采和提炼技术也处于世界领先地位。2024年,中国稀土 (000831)矿储量位居全球首位,占比近五成;中国稀土矿产量全球占比近七成。 据了解,北方稀土与包钢股份的精矿价格统一调整机制始于2023年4月1日。据双方签署的《关于稀土精 矿日常关联交 ...
中国稀土10月9日获融资买入6.48亿元,融资余额24.52亿元
Xin Lang Cai Jing· 2025-10-10 05:09
机构持仓方面,截止2025年6月30日,中国稀土十大流通股东中,香港中央结算有限公司位居第四大流 通股东,持股1960.25万股,相比上期增加389.09万股。南方中证500ETF(510500)位居第五大流通股 东,持股1106.63万股,相比上期增加148.70万股。南方中证申万有色金属ETF发起联接A(004432)退 出十大流通股东之列。 融券方面,中国稀土10月9日融券偿还1.23万股,融券卖出20.32万股,按当日收盘价计算,卖出金额 1156.13万元;融券余量43.67万股,融券余额2485.54万元,超过近一年90%分位水平,处于高位。 资料显示,中国稀土集团资源科技股份有限公司位于江西省赣州市章贡区章江南大道18号豪德银座A栋 14、15层,成立日期1998年6月17日,上市日期1998年9月11日,公司主营业务涉及稀土冶炼分离及稀土 技术研发及服务。主营业务收入构成为:稀土氧化物63.51%,稀土金属及合金35.95%,其他(补 充)0.35%,技术服务收入0.18%。 截至9月19日,中国稀土股东户数23.00万,较上期增加6.66%;人均流通股4614股,较上期减少6.25%。 20 ...
中国稀土跌2.00%,成交额26.27亿元,主力资金净流出6735.87万元
Xin Lang Cai Jing· 2025-10-10 02:43
中国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:稀土永磁、稀缺资源、小金 属、国资改革、MSCI中国等。 截至9月19日,中国稀土股东户数23.00万,较上期增加6.66%;人均流通股4614股,较上期减少6.25%。 2025年1月-6月,中国稀土实现营业收入18.75亿元,同比增长62.38%;归母净利润1.62亿元,同比增长 166.16%。 分红方面,中国稀土A股上市后累计派现3.46亿元。近三年,累计派现1.24亿元。 机构持仓方面,截止2025年6月30日,中国稀土十大流通股东中,香港中央结算有限公司位居第四大流 通股东,持股1960.25万股,相比上期增加389.09万股。南方中证500ETF(510500)位居第五大流通股 东,持股1106.63万股,相比上期增加148.70万股。南方中证申万有色金属ETF发起联接A(004432)退 出十大流通股东之列。 10月10日,中国稀土盘中下跌2.00%,截至10:21,报55.77元/股,成交26.27亿元,换手率4.37%,总市 值591.84亿元。 资金流向方面,主力资金净流出6735.87万元,特大单买入4.60亿元,占比1 ...
一图了解稀土磁材上市公司相关产能
Xuan Gu Bao· 2025-10-10 01:28
10月9日,商务部公布对境外相关稀土物项实施出口管制的决定。 米及以下逻辑芯片或者256层及以上存储芯片,以及制造上述制和 者研发具有潜在军事用途的人工智能的出口申请,逐案审批。资l 端工艺中关键部件(如刻蚀机、沉积设备)和先进封装材料核心 *风险提示:股市有风险,入市需谨慎 | | 大地熊 | 43.43 | 烧结铰铁硼永磁材料毛 坯产量4560吨 | 公司已顺 | | --- | --- | --- | --- | --- | | 磁材 | 银河磁体 | 78.11 | 稀土永磁产能3万吨 | 公司为粘 | | | 宁波韵升 | 163.5 | 铵铁硼坯料产能2.1万 吨/年 | 公司是国t 早拥有住2 | | | 正海磁材 | 164 | 稀土永磁产能3万吨,预 计2026年前达到3.6万吨 | 公司稀土j | | | 中科三环 | 180.2 | 烧结铂铁硼产能为2.5万 置 | 公司是是[ | | | 金力永磁 | 446.5 | 稀土永磁产能达3.8万吨 公司稀土j | | 稀土磁材上市公司相关产能 *免责声明:文章内容仅供参考,不构成投资建议 | 分类 | 股票名称 | 流通市值 | 稀土矿/氧 ...
中国稀土9月30日获融资买入2.68亿元,融资余额23.09亿元
Xin Lang Cai Jing· 2025-10-09 04:32
融资方面,中国稀土当日融资买入2.68亿元。当前融资余额23.09亿元,占流通市值的4.21%,融资余额 超过近一年90%分位水平,处于高位。 来源:新浪证券-红岸工作室 9月30日,中国稀土涨3.96%,成交额29.21亿元。两融数据显示,当日中国稀土获融资买入额2.68亿 元,融资偿还2.72亿元,融资净买入-367.05万元。截至9月30日,中国稀土融资融券余额合计23.22亿 元。 资料显示,中国稀土集团资源科技股份有限公司位于江西省赣州市章贡区章江南大道18号豪德银座A栋 14、15层,成立日期1998年6月17日,上市日期1998年9月11日,公司主营业务涉及稀土冶炼分离及稀土 技术研发及服务。主营业务收入构成为:稀土氧化物63.51%,稀土金属及合金35.95%,其他(补 充)0.35%,技术服务收入0.18%。 融券方面,中国稀土9月30日融券偿还3000.00股,融券卖出4800.00股,按当日收盘价计算,卖出金额 24.84万元;融券余量24.59万股,融券余额1272.53万元,低于近一年50%分位水平,处于较低位。 截至9月19日,中国稀土股东户数23.00万,较上期增加6.66%;人 ...
渤海证券研究所晨会纪要(2025.09.30)-20250930
BOHAI SECURITIES· 2025-09-30 01:58
晨会纪要(2025/09/30) 编辑人 022-28451618 SAC NO:S1150511010016 cuijian@bhzq.com 崔健 渤海证券研究所晨会纪要(2025.09.30) 宏观及策略研究 利润率获持续推动,工企利润同比增速转正——2025 年 1-8 月工业企业效益 数据点评 固定收益研究 初看 REITs 的投资机会(系列四):收益视角——固定收益专题报告 基金研究 主动偏股基金经理市场状态"能力圈"研究——基金专题报告 金融工程研究 证 支持向量机在量化金融中的应用——金融工程专题报告 券 公司研究 研 内修主业稳健发展,优质资产注入可期——中国稀土(000831)深度报告 究 行业研究 报 包装纸提价向下游扩散,美国关税政策再生变化——轻工制造&纺织服饰行 业周报 告 晨 会 纪 要 请务必阅读正文之后的声明 渤海证券股份有限公司具备证券投资咨询业务资格 1 of 8 晨会纪要(2025/09/30) 宏观及策略研究 利润率获持续推动,工企利润同比增速转正——2025 年 1-8 月工业企业效益数据点评 宋亦威(证券分析师,SAC NO:S1150514080001) 严佩佩 ...
中国稀土涨1.30%,成交额21.23亿元,近5日主力净流入-6.25亿
Xin Lang Cai Jing· 2025-09-25 07:50
Core Viewpoint - The news highlights the recent performance of China's rare earth sector, specifically focusing on the stock of China Rare Earth Group, which has shown significant growth in revenue and profit in the first half of 2025. Group 1: Company Overview - China Rare Earth Group specializes in the production and operation of rare earth oxides and related products, as well as technology research and consulting services [2][8] - The company is controlled by the State-owned Assets Supervision and Administration Commission of the State Council, indicating its status as a state-owned enterprise [3][4] Group 2: Financial Performance - For the period from January to June 2025, the company achieved a revenue of 1.875 billion yuan, representing a year-on-year growth of 62.38% [8] - The net profit attributable to the parent company was 162 million yuan, marking a substantial increase of 166.16% compared to the previous year [8] Group 3: Market Activity - On September 25, the stock price of China Rare Earth increased by 1.30%, with a trading volume of 2.123 billion yuan and a turnover rate of 3.95% [1] - The stock's average trading cost is reported at 53.00 yuan, with the current price approaching a resistance level of 51.00 yuan [7] Group 4: Shareholder Information - As of September 19, the number of shareholders for China Rare Earth reached 230,000, an increase of 6.66% from the previous period [8] - The average number of circulating shares per shareholder decreased by 6.25% to 4,614 shares [8] Group 5: Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited was the fourth largest circulating shareholder, holding 19.6025 million shares, an increase of 3.8909 million shares from the previous period [10] - Southern CSI 500 ETF ranked fifth among the top circulating shareholders, with a holding of 11.0663 million shares, also showing an increase [10]
俄想与中国签稀土协议,为何中国反应冷淡?美媒道出美俄意图
Sou Hu Cai Jing· 2025-09-25 05:21
Group 1 - Russia is actively exploring cooperation with China to develop its rare earth mineral deposits, emphasizing China's advanced extraction technology as a key asset [1][3] - President Putin has called for the approval of a rare earth industrial development strategy by November, highlighting Russia's rich rare earth reserves but acknowledging the need for foreign investment and technology [3][6] - Russia is considering various cooperation models with China, including joint ventures and technology transfers, while also seeking to engage the United States in rare earth projects [3][5] Group 2 - The chairman of the Russian Rare Earth Metals Producers and Consumers Association expressed willingness to supply rare earth metals to the U.S., indicating ongoing discussions between the two nations [5][6] - The U.S. is eager to find alternative supply channels for rare earths due to China's tightened export controls, with China holding a 90% market share in high-purity rare earth refining [6][8] - Russia's strategy of engaging both China and the U.S. aims to weaken China's dominance in the global rare earth market while fulfilling U.S. demand [6][8] Group 3 - The geopolitical dynamics surrounding rare earth resources are shifting, with Russia's dual approach potentially altering the global market landscape [10]
中国稀土9月24日获融资买入1.60亿元,融资余额23.39亿元
Xin Lang Cai Jing· 2025-09-25 02:42
Core Viewpoint - The news highlights the recent performance and financial metrics of China Rare Earth, indicating a significant increase in revenue and profit, alongside notable trading activity in its stock. Group 1: Financial Performance - For the first half of 2025, China Rare Earth achieved operating revenue of 1.875 billion yuan, representing a year-on-year growth of 62.38% [2] - The net profit attributable to shareholders for the same period was 162 million yuan, showing a remarkable year-on-year increase of 166.16% [2] Group 2: Stock Trading Activity - On September 24, China Rare Earth saw a stock price increase of 1.83%, with a trading volume of 1.855 billion yuan [1] - The financing buy-in amount for China Rare Earth on the same day was 160 million yuan, while the financing repayment was 171 million yuan, resulting in a net financing outflow of 10.95 million yuan [1] - The total financing and securities lending balance for China Rare Earth reached 2.354 billion yuan as of September 24 [1] Group 3: Shareholder and Institutional Holdings - As of September 19, the number of shareholders for China Rare Earth increased to 230,000, up by 6.66% from the previous period [2] - The average number of circulating shares per shareholder decreased by 6.25% to 4,614 shares [2] - As of June 30, 2025, Hong Kong Central Clearing Limited was the fourth largest circulating shareholder, holding 19.6025 million shares, an increase of 3.8909 million shares from the previous period [3]
中国稀土9月23日获融资买入2.04亿元,融资余额23.50亿元
Xin Lang Cai Jing· 2025-09-24 01:22
Group 1 - The core viewpoint of the news highlights a significant decline in the stock price of China Rare Earth, which dropped by 4.27% on September 23, with a trading volume of 2.792 billion yuan [1] - As of September 23, the financing balance for China Rare Earth reached 2.367 billion yuan, indicating a high level of financing activity, with the financing balance exceeding the 90th percentile over the past year [1] - The company reported a substantial increase in revenue and net profit for the first half of 2025, with revenue of 1.875 billion yuan, up 62.38% year-on-year, and a net profit of 162 million yuan, up 166.16% year-on-year [2] Group 2 - China Rare Earth has distributed a total of 346 million yuan in dividends since its A-share listing, with 124 million yuan distributed over the past three years [3] - As of June 30, 2025, the number of shareholders for China Rare Earth increased to 230,000, reflecting a 6.66% rise, while the average circulating shares per person decreased by 6.25% to 4,614 shares [2][3] - The top ten circulating shareholders include Hong Kong Central Clearing Limited and Southern CSI 500 ETF, with both increasing their holdings compared to the previous period [3]