周四，稀土概念股走高，USA Rare Earth(USAR.US)涨超20%，Critical Metals(CRML.US)涨超15%， TMC the Metals(TMC.US)涨超11%，MP Materials(MP.US)涨超6%。消息面上，USA Rare Earth公司宣布 选择Fluor、WSP Global作为其工程、采购和施工管理(EPCM)合作伙伴，推进Round Top稀土项目的商 业化进程。另外，此前该公司宣布通过子公司LCM Europe在法国拉克建设年产3750公吨的稀土金属及 合金工厂，并与相邻的Carester氧化物处理设施形成完整供应链。 ...

周三，USA Rare Earth(USAR.US)盘前续涨超5%，此前两天累涨15%，现报20.03美元。消息面上，1月 20日，USA Rare Earth宣布通过子公司LCM Europe在法国拉克建设年产3750公吨的稀土金属及合金工 厂，并与相邻的Carester氧化物处理设施形成完整供应链。法国政府通过C3IV计划提供最高达设备成本 45%的税收抵免1.3亿欧元房地产支持，降低项目成本。该项目是欧洲首个稀土金属生产平台，强化公 司"矿-磁体"垂直整合战略，完善美国及盟国稀土供应链。 ...

智通财经APP获悉，周三，USA Rare Earth(USAR.US)盘前续涨超5%，此前两天累涨15%，现报20.03美 元。消息面上，1月20日，USA Rare Earth宣布通过子公司LCM Europe在法国拉克建设年产3750公吨的 稀土金属及合金工厂，并与相邻的Carester氧化物处理设施形成完整供应链。法国政府通过C3IV计划提 供最高达设备成本45%的税收抵免1.3亿欧元房地产支持，降低项目成本。该项目是欧洲首个稀土金属 生产平台，强化公司"矿-磁体"垂直整合战略，完善美国及盟国稀土供应链。 ...

Core Viewpoint - China Rare Earth's stock price has shown significant growth this year, with a year-to-date increase of 16.88% and a notable rise of 23.34% over the past 20 days, indicating strong market interest and performance in the rare earth sector [2]. Group 1: Stock Performance - As of January 16, China Rare Earth's stock price increased by 2.03%, reaching 54.28 CNY per share, with a trading volume of 3.88 billion CNY and a turnover rate of 0.68% [1]. - The stock has experienced a 4.30% increase over the last five trading days and a slight decline of 0.70% over the past 60 days [2]. Group 2: Financial Performance - For the period from January to September 2025, China Rare Earth reported a revenue of 2.494 billion CNY, reflecting a year-on-year growth of 27.73%, while the net profit attributable to shareholders reached 192 million CNY, marking a substantial increase of 194.67% [2]. - The company has distributed a total of 346 million CNY in dividends since its A-share listing, with 124 million CNY distributed over the last three years [3]. Group 3: Shareholder Information - As of December 19, 2025, the number of shareholders for China Rare Earth was 229,000, a decrease of 3.74% from the previous period, with an average of 4,634 shares held per shareholder, which is an increase of 3.89% [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 29.0694 million shares, an increase of 9.4669 million shares from the previous period, while the Southern CSI 500 ETF has reduced its holdings by 270,300 shares [3].

融券方面，中国稀土1月15日融券偿还1.51万股，融券卖出7800.00股，按当日收盘价计算，卖出金额 41.50万元；融券余量26.78万股，融券余额1424.70万元，低于近一年40%分位水平，处于较低位。 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%。 来源：新浪证券-红岸工作室 1月15日，中国稀土涨1.78%，成交额21.27亿元。两融数据显示，当日中国稀土获融资买入额1.87亿 元，融资偿还1.97亿元，融资净买入-952.31万元。截至1月15日，中国稀土融资融券余额合计22.92亿 元。 融资方面，中国稀土当日融资买入1.87亿元。当前融资余额22.78亿元，占流通市值的4.03%，融资余额 超过近一年80%分位水平，处于高位。 截至12月19日，中国稀土股东户数22.90万，较上期减少3.74%；人均 ...

Core Viewpoint - China Rare Earth's stock price has shown significant growth recently, with a year-to-date increase of 16.71% and a notable rise of 25.70% over the past 20 trading days, indicating strong market interest and potential investment opportunities [1]. Group 1: Stock Performance - As of January 15, China Rare Earth's stock price reached 54.20 yuan per share, with a trading volume of 3.50 billion yuan and a market capitalization of 575.18 billion yuan [1]. - The stock experienced a net inflow of 12.07 million yuan from main funds, with large orders contributing to a buy of 66.58 million yuan, indicating active trading and investor interest [1]. - Over the past five trading days, the stock has increased by 8.27%, while it has decreased by 2.97% over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, China Rare Earth reported a revenue of 2.494 billion yuan, reflecting a year-on-year growth of 27.73%, and a net profit attributable to shareholders of 192 million yuan, which is a substantial increase of 194.67% [2]. - The company 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]. Group 3: Shareholder Information - As of December 19, the number of shareholders for China Rare Earth was 229,000, a decrease of 3.74% from the previous period, while the average number of circulating shares per shareholder increased by 3.89% to 4,634 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 29.0694 million shares, an increase of 9.4669 million shares from the previous period, indicating growing institutional interest [3].

Core Viewpoint - The stock price of China Rare Earth has shown significant growth, with a year-to-date increase of 14.75% and a notable rise of 11.51% over the past five trading days, indicating strong market interest and potential investment opportunities [2]. Group 1: Stock Performance - As of January 12, the stock price of China Rare Earth increased by 2.40%, reaching 53.29 CNY per share, with a trading volume of 19.58 billion CNY and a turnover rate of 3.51% [1]. - The stock has experienced a 16.56% increase over the past 20 days, while it has decreased by 6.72% over the last 60 days [2]. Group 2: Financial Performance - For the period from January to September 2025, China Rare Earth reported a revenue of 2.494 billion CNY, reflecting a year-on-year growth of 27.73%, and a net profit attributable to shareholders of 192 million CNY, which is a remarkable increase of 194.67% [2]. - The company has distributed a total of 346 million CNY in dividends since its A-share listing, with 124 million CNY distributed over the past three years [3]. Group 3: Shareholder Structure - As of September 30, 2025, the number of shareholders for China Rare Earth was 229,000, a decrease of 3.74% from the previous period, with an average of 4,634 circulating shares per shareholder, which is an increase of 3.89% [2]. - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited holding 29.0694 million shares, an increase of 9.4669 million shares from the previous period [3].

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12月19日，中国稀土股东户数22.90万，较上期减少3.74%；人均流通股4634股，较上期增加 3.89%。2025年1月-9月，中国稀土实现营业收入24.94亿元，同比增长27.73%；归母净利润1.92亿元，同 比增长194.67%。 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。 来源：新浪证券-红岸工作室 1月8日，中国稀土跌2.66%，成交额25.42亿元。两融数据显示，当日中国稀土获融资买入额2.10亿元， 融资偿还2.34亿元，融资净买入-2441.42万元。截至1月8日，中国稀土融资融券余额合计22.13亿元。 融资方面，中国稀土当日融资买入2.10亿元。当前融资余额21.98亿元，占流通市值的4.14%，融资余额 ...

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：国资改革、中盘、稀土永磁、 融资融券、MSCI中国等。 截至12月19日，中国稀土股东户数22.90万，较上期减少3.74%；人均流通股4634股，较上期增加 3.89%。2025年1月-9月，中国稀土实现营业收入24.94亿元，同比增长27.73%；归母净利润1.92亿元，同 比增长194.67%。 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9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2906.94万股，相比上期增加946.69万股。南方中证500ETF（510500）位居第五大流通股 东，持股1079.60万股，相比上期减少27.03万股。嘉实中证稀土产业ETF（516150）位居第六大流通股 东，持股799.75万股，为新进股东。南方中证申万有色金属ETF发起联接A（004432）位居第八大流通 股东，持股603.53万股，为新进股东。 资金流向方面，主力资金净流入692.37万元，特大单买入492.52万元，占比3.50%，卖出33 ...

来源：新浪证券-红岸工作室 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12月10日，中国稀土股东户数23.79万，较上期增加0.01%；人均流通股4460股，较上期减少 0.01%。2025年1月-9月，中国稀土实现营业收入24.94亿元，同比增长27.73%；归母净利润1.92亿元，同 比增长194.67%。 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9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2906.94万股，相比上期增加946.69万股。南方中证500ETF（510500）位居第五大流通股 东，持股1079.60万股，相比上期减少27.03万股。嘉实中证稀土产业ETF（516150）位居第六大流通 ...