10月24日，中国稀土盘中上涨2.17%，截至10:06，报54.70元/股，成交7.21亿元，换手率1.25%，总市值 580.49亿元。 资金流向方面，主力资金净流入885.22万元，特大单买入1.07亿元，占比14.85%，卖出1.05亿元，占比 14.58%；大单买入1.65亿元，占比22.95%，卖出1.59亿元，占比21.99%。 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。 责任编辑：小浪快报 中国稀土今年以来股价涨95.01%，近5个交易日跌2.67%，近20日涨4.77%，近60日涨28.43%。 今年以来中国稀土已经6次登上龙虎榜，最近一次登上龙虎榜为10月13日，当日龙虎榜净买入2.67亿 元；买入总计9.2 ...

进口情况分析 智通财经APP获悉，10月23日，安泰科发布2025前三季度我国稀土进出口情况分析。据海关统计数据， 2025前三季度我国稀土产品进出口量总体呈同比下降趋势。2025年前三季度，受国际贸易局势、国内稀 土出口管制等多重因素影响，我国稀土产品出口呈现一定波动，但仍是最主要的稀土产品供应国，为保 障全球稀土产品供应链的稳定作出了重要贡献。 从进口数量来看，1-9月份，我国累计进口稀土精矿2.35万吨，同比下降45.6%，美国稀土精矿的进口量 占我国稀土精矿进口总量的99.3%，4月份美国MP Materials宣布停止出口稀土精矿后，6月、8月、9月 三个月均未对我国出口稀土精矿；累计进口稀土冶炼分离产品近5.5万吨，同比下降6.6%，其中，累计 进口稀土金属及合金约129.5吨，同比下降57.8%；累计进口稀土氧化物4.1万吨，同比下降0.4%；累计 进口稀土化合物约1.4万吨，同比下降20.4%；累计进口稀土永磁材料1,329.8吨，同比下降7.7%。 | 产品分类 | | #ロ | | | | | --- | --- | --- | --- | --- | --- | | | 9月数量 累计数 ...

Core Insights - The stock of China Rare Earth fell by 1.63% on October 17, with a trading volume of 3.24 billion yuan [1] - The financing buy-in amount for China Rare Earth on the same day was 312 million yuan, while the financing repayment was 345 million yuan, resulting in a net financing outflow of 32.99 million yuan [1] - As of October 17, the total financing and securities lending balance for China Rare Earth was 2.44 billion yuan [1] Financing Summary - On October 17, the financing buy-in for China Rare Earth was 312 million yuan, with a current financing balance of 2.41 billion yuan, accounting for 4.05% of the circulating market value [1] - The financing balance is above the 90th percentile level for the past year, indicating a high level of financing activity [1] - In terms of securities lending, 57,900 shares were repaid, while 19,100 shares were sold, with a selling amount of 1.0734 million yuan calculated at the closing price [1] Company Performance - As of September 19, the number of shareholders for China Rare Earth reached 230,000, an increase of 6.66% from the previous period [2] - The average number of circulating shares per person decreased by 6.25% to 4,614 shares [2] - For the first half of 2025, China Rare Earth reported operating revenue of 1.875 billion yuan, a year-on-year increase of 62.38%, and a net profit attributable to shareholders of 162 million yuan, up 166.16% year-on-year [2] Dividend and Shareholding Information - Since its A-share listing, China Rare Earth has distributed a total of 346 million yuan in dividends, with 124 million yuan distributed in the last three years [3] - 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] - The Southern CSI 500 ETF ranked fifth among circulating shareholders, holding 11.0663 million shares, an increase of 1.4870 million shares [3]

Core Insights - China Rare Earth's stock price has increased by 107.84% year-to-date, with a recent 6.64% rise over the last five trading days [2] - The company has seen significant trading activity, with a net buy of 267 million yuan on October 13, 2023, and a total buy of 923 million yuan, accounting for 13.55% of total trading volume [2] - The company reported a revenue of 1.875 billion yuan for the first half of 2025, representing a year-on-year growth of 62.38%, and a net profit of 162 million yuan, up 166.16% [2] Company Overview - China Rare Earth Group Resources Technology Co., Ltd. was established on June 17, 1998, and listed on September 11, 1998, with its main business involving rare earth smelting separation and technology research and development [2] - The company's revenue composition includes 63.51% from rare earth oxides, 35.95% from rare earth metals and alloys, and 0.18% from technical services [2] - As of September 19, 2023, the number of shareholders reached 230,000, an increase of 6.66% from the previous period [2] Financial Performance - The company has distributed a total of 346 million yuan in dividends since its A-share listing, with 124 million yuan distributed over the last three years [3] - As of June 30, 2025, the top ten circulating shareholders include Hong Kong Central Clearing Limited and Southern CSI 500 ETF, with notable increases in their holdings [3]

Core Viewpoint - The China Rare Earth Industry Association plans to hold the 2025 Rare Earth Metals and Alloys Annual Conference in Hangzhou from November 6 to 8, 2025, focusing on the theme "Rare Earth Metals and Alloys, Supporting New Development in Materials" [1] Group 1 - The conference will address the application of rare earth metals and alloys in the metal materials industry and the collaborative development of China's rare earth resources [1] - Experts from research, production, and application fields will deliver keynote speeches during the event [1] - Participants will collaborate on innovative development in the application industry supported by rare earth resources [1]

中国稀土今年以来股价涨111.55%，近5个交易日涨19.32%，近20日涨11.86%，近60日涨45.69%。 今年以来中国稀土已经5次登上龙虎榜，最近一次登上龙虎榜为8月29日，当日龙虎榜净买入5.45亿元； 买入总计10.71亿元 ，占总成交额比20.60%；卖出总计5.26亿元 ，占总成交额比10.11%。 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 10月13日，中国稀土盘中上涨8.54%，截至09:35，报59.34元/股，成交14.43亿元，换手率2.36%，总市 值629.73亿元。 资金流向方面，主力资金净流出7349.68万元，特大单买入2.79亿元，占比19.31%，卖出3.02亿元，占比 20.90%；大单买入3.64亿元，占比25.20%，卖出4.14亿元，占 ...

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 ...

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 ...

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]