#中国断供日本军事工业遭斩首#【中国军号：#中国为何对日发出严厉管制禁令#？防止日本军国主义借 尸还魂】#中国制裁下日本军事没米下锅# 1月6日，商务部发布2026年第一号公告，明确加强对日本两 用物项出口管制，核心内容可概括为三个"禁止"：禁止所有两用物项对日本军事用户出口；禁止对日本 军事用途出口；禁止对一切有助于提升日本军事实力的其他最终用户及用途出口。 这份清单的详尽程度与发布时机表明，中方的管制绝非象征性表态，而是经过周密评估、具有明确针对 性的系统性行动。它既符合国际通行的防扩散原则，也清晰传递出一个信号：中国将以实际行动，阻断 日本军国主义复活的技术可能。 【断供即废功！ 尖端装备制造能力遭精准狙击 】 本次出口管制措施，并非泛化的经济制裁，而是对日本军事工业体系的一场"外科手术式"的精准打击， 矛头直指其核心命脉——高性能材料供应链。 举个具体例子，中国掌控全球85%的钐钴磁体产量，钐钴永磁体因其高磁能积和优异的耐高温性能，被 广泛应用于卫星姿态控制、航天器惯性导航、雷达波导管聚焦装置等。美国国防部报告曾指出，稀土永 磁体是F-35战斗机、弗吉尼亚级潜艇、战斧导弹及多种雷达系统的关键部件。并且 ...

1 月 6 日，一则重磅消息引发全球关注：鉴于日本近期的恶劣表现，中方正考虑针对性收紧 7 类中重稀土相关物项的出口许可审查。这 7 种被称为 "科技工 业维生素" 的关键资源 —— 钐、钆、铽、镝、镥、钪、钇，早已在 2025 年 4 月纳入出口管制，如今的审查升级，无疑击中了日本产业的 "命脉"。 中重稀土：不止是矿产，更是战略王牌 一旦出口审查收紧，日本汽车、电子零部件、风力发电、医疗设备及航空航天五大领域将首当其冲。野村综合研究所测算，若限制持续 3 个月，日本将损失 6600 亿日元，GDP 下降 0.11%；持续一年损失更是高达 2.6 万亿日元，相当于直接砍掉 0.43% 的年 GDP。对于以高端制造为核心竞争力的日本来说，这无 疑是 "釜底抽薪"。 很多人觉得稀土只是普通矿产，实则是现代科技的 "核心密码"。其独特的物理化学性质，让它在高端制造、国防科技等领域无可替代。 在永磁材料领域，铽、镝等重稀土是高端钕铁硼磁体的 "关键添加剂"，能让磁体在高温环境下保持稳定，这是新能源汽车驱动电机、风力发电机的核心部 件。而钐钴磁体更是航空航天发动机、石油钻井设备等极端环境的 "专属选择"，没有它，很多 ...

资料显示，成都银河磁体股份有限公司位于四川省成都高新区西区百草路6号(门牌号608)，成立日期 2001年3月23日，上市日期2010年10月13日，公司主营业务涉及钐钴磁体、热压钕铁硼磁体、粘结钕铁 硼稀土磁体元件及部件的研发、生产和销售。主营业务收入构成为：稀土永磁体100.00%。 从银河磁体十大流通股东角度 12月31日，银河磁体跌1.01%，截至发稿，报30.40元/股，成交7838.03万元，换手率1.11%，总市值 98.24亿元。 稀土ETF（516780）成立日期2021年2月26日，最新规模32.98亿。今年以来收益78.35%，同类排名 152/4189；近一年收益72.52%，同类排名156/4188；成立以来收益76.14%。 数据显示，华泰柏瑞基金旗下1只基金位居银河磁体十大流通股东。稀土ETF（516780）三季度新进十 大流通股东，持有股数59.51万股，占流通股的比例为0.26%。根据测算，今日浮亏损失约18.45万元。 截至发稿，谭弘翔累计任职时间4年298天，现任基金资产总规模351.61亿元，任职期间最佳基金回报 92.67%， 任职期间最差基金回报-37.2%。 风险 ...

别觉得稀土离咱们生活远！ 你手里的手机、路上跑的电动车、天上飞的战斗机，全离不开这17种金属。 而咱们中国，早就攥紧了这张"王炸牌"！ 2025年更是连出重拳升级管制，西方急得跳脚却没辙，这背后的博弈比你想的更精彩！ 二十年逆袭，掌控全球命脉 谁能想到，几十年前还在跟着别人后面跑的中国稀土，如今成了西方离不开的"命门"。 1992年邓小平南巡时说的"中东有石油、中国有稀土"，可不是随便说说。 当时全球稀土市场被美国加州的芒廷帕斯矿山垄断，咱们年产量才20吨，连人家零头都不够。 但咱们 凭着一股韧劲，硬生生闯出了一条路。 上世纪80年代到2006年，中国稀土产量从20吨暴增到8万吨，足足涨了4000倍！ 说句实在话，这背后是国家的战略布局，也是咱们愿意干别人不愿干的"脏活累活"。 稀土开采提炼的污染和放射性，让西方国家纷纷关停工厂，咱们却咬牙扛了下来。 到2004年，中国稀土产量占全球95%，彻底改写格局。 说句实在话，现在全球科技战拼到最后，拼的就是稀土控制权。 截至2025年，咱们储量4400万吨占全球40-50%，年产量占69%，更关键的是掌控了全球90%的精炼能 力，这才是真正的核心底气。 管制升级，西 ...

Core Viewpoint - Galaxy Magnet's stock price has shown a significant increase this year, with a year-to-date rise of 32.48%, despite some fluctuations in the short term [1][2]. Financial Performance - For the period from January to September 2025, Galaxy Magnet achieved a revenue of 614 million yuan, representing a year-on-year growth of 3.98% [2]. - The net profit attributable to shareholders for the same period was 145 million yuan, reflecting a year-on-year increase of 27.55% [2]. Stock Market Activity - As of November 19, Galaxy Magnet's stock price was 32.10 yuan per share, with a market capitalization of 10.373 billion yuan [1]. - The stock has seen a trading volume of 126 million yuan on the same day, with a turnover rate of 1.73% [1]. - The company has appeared on the "龙虎榜" (a list of stocks with significant trading activity) three times this year, with the most recent appearance on October 14 [1]. Shareholder Information - As of September 30, 2025, the number of shareholders for Galaxy Magnet was 37,900, a decrease of 11.56% from the previous period [2]. - The average number of circulating shares per shareholder increased by 13.07% to 6,082 shares [2]. - Notable institutional holdings include the 嘉实中证稀土产业ETF, which is the fifth-largest shareholder with 1.3771 million shares, an increase of 719,800 shares from the previous period [3].

Group 1 - The core point of the news is that Galaxy Magnetics experienced a decline of 5.01% in its stock price, reaching 32.77 CNY per share, with a trading volume of 230 million CNY and a turnover rate of 3.00%, resulting in a total market capitalization of 10.59 billion CNY [1] - Galaxy Magnetics, established on March 23, 2001, and listed on October 13, 2010, is located in Chengdu, Sichuan Province, and specializes in the research, production, and sales of samarium-cobalt magnets, hot-pressed neodymium-iron-boron magnets, and bonded neodymium-iron-boron rare earth magnetic components, with 100% of its main business revenue coming from rare earth permanent magnets [1] Group 2 - Among the top ten circulating shareholders of Galaxy Magnetics, a fund under Harvest Fund Management holds a significant position, with the Harvest CSI Rare Earth Industry ETF (516150) increasing its holdings by 719,800 shares to a total of 1.3771 million shares, representing 0.6% of the circulating shares, incurring an estimated floating loss of approximately 2.3824 million CNY [2] - The Harvest CSI Rare Earth Industry ETF (516150) was established on March 9, 2021, with a current scale of 7.648 billion CNY, achieving a year-to-date return of 79.71%, ranking 57 out of 4216 in its category, and a one-year return of 76.74%, ranking 51 out of 3894, with an overall return since inception of 84.85% [2]

Core Viewpoint - Galaxy Magnetics experienced a 5.65% increase in stock price, reaching 37.37 CNY per share, with a trading volume of 403 million CNY and a turnover rate of 4.91%, resulting in a total market capitalization of 12.076 billion CNY [1] Company Overview - Chengdu Galaxy Magnetics Co., Ltd. is located at No. 608, Baicao Road, West District, High-tech Zone, Chengdu, Sichuan Province, established on March 23, 2001, and listed on October 13, 2010 [1] - The company's main business involves the research, production, and sales of samarium-cobalt magnets, hot-pressed neodymium-iron-boron magnets, and bonded neodymium-iron-boron rare earth magnetic components, with 100% of its revenue derived from rare earth permanent magnets [1] Shareholder Information - Among the top ten circulating shareholders of Galaxy Magnetics, one fund from Jiashi Fund holds a significant position. The Jiashi CSI Rare Earth Industry ETF (516150) increased its holdings by 719,800 shares, totaling 1.3771 million shares, which accounts for 0.6% of the circulating shares [2] - The Jiashi CSI Rare Earth Industry ETF (516150) was established on March 9, 2021, with a current scale of 7.648 billion CNY. It has achieved a year-to-date return of 83.26%, ranking 70 out of 4,216 in its category, and a one-year return of 84.42%, ranking 67 out of 3,885 [2]

Group 1: Company Overview - The main product of the company is bonded NdFeB magnets, which belong to a niche within magnetic materials. Higher performance options include sintered NdFeB, while lower performance options include ferrite [1] - The company's sustained profitability is attributed to its core competencies, including self-developed equipment, ongoing automation upgrades, and a focus on expanding raw material production [1] Group 2: Pricing and Market Dynamics - Product pricing is primarily influenced by raw material and processing costs, with raw material prices reflecting the latest prices of rare earth metals [1] - The company sources light rare earths for its magnetic powder, which is not subject to regulation. The sales revenue from samarium-cobalt magnets accounted for less than 2% in 2024, indicating minimal impact from export restrictions on samarium-cobalt [1] Group 3: Strategic Expansion and Acquisitions - The company has not engaged in acquisitions for over a decade but is considering a recent acquisition due to the rapid growth of the electric motor industry and increasing demand for permanent magnets [2] - Plans to restructure a ferrite company are in place, as its proximity and business synergy can effectively complement the company's existing operations [2] - Future expansion of production capacity is necessary to meet anticipated demand [2] Group 4: Industry Position and Technological Development - The company is actively cooperating with downstream customers in the development of humanoid robots, although specific applications remain confidential [2] - The scale of the acquisition target is smaller than the leading domestic ferrite company, but it is technologically advanced within the country [2]

Core Viewpoint - Galaxy Magnetics focuses on the research, production, and sales of bonded neodymium iron boron magnets, hot-pressed neodymium iron boron magnets, and samarium-cobalt magnets, which are essential components in the rare earth permanent magnet industry [2] Company Summary - The company specializes in various types of rare earth permanent magnets, including bonded neodymium iron boron magnets, hot-pressed neodymium iron boron magnets, and samarium-cobalt magnets [2] Industry Summary - The rare earth permanent magnet industry is characterized by the production of high-performance magnetic materials, which are critical for various applications in technology and manufacturing [2]

Core Viewpoint - Galaxy Magnet's stock price has shown significant growth this year, with a 63.02% increase year-to-date and a notable rise in recent trading days, indicating strong market interest and potential investment opportunities [2]. Company Overview - Galaxy Magnet, established on March 23, 2001, and listed on October 13, 2010, is located in Chengdu, Sichuan Province. The company specializes in the research, production, and sales of samarium-cobalt magnets, hot-pressed neodymium-iron-boron magnets, and bonded neodymium-iron-boron rare earth magnetic components, with 100% of its revenue derived from rare earth permanent magnets [2]. - As of June 30, 2025, the company had 42,900 shareholders, an increase of 31.35% from the previous period, with an average of 5,379 circulating shares per shareholder, a decrease of 23.86% [2]. Financial Performance - For the first half of 2025, Galaxy Magnet reported a revenue of 389 million yuan, a year-on-year decrease of 2.01%, while the net profit attributable to shareholders was 84.25 million yuan, reflecting a year-on-year increase of 7.26% [2]. - The company has distributed a total of 1.459 billion yuan in dividends since its A-share listing, with 372 million yuan distributed over the past three years [3]. Stock Market Activity - As of October 16, 2023, Galaxy Magnet's stock price was 39.50 yuan per share, with a trading volume of 372 million yuan and a turnover rate of 4.16%. The total market capitalization stood at 12.764 billion yuan [1]. - The stock has appeared on the "Dragon and Tiger List" three times this year, with the most recent appearance on October 14 [2]. Institutional Holdings - As of June 30, 2025, the sixth-largest circulating shareholder was the Harvest CSI Rare Earth Industry ETF, holding 657,300 shares, an increase of 121,300 shares from the previous period. In contrast, the Hong Kong Central Clearing Limited, the seventh-largest shareholder, reduced its holdings by 864,000 shares [3].