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商务部出口管制落地月余,稀土永磁企业股价与供需格局双变脸
Hua Xia Shi Bao· 2025-06-12 06:23
截图自东方财富 本报记者 李凯旋 北京报道 6月12日A股开盘后,连续多个交易日大幅上涨的稀土永磁概念板块小幅回落。近10个交易日,多家稀土永磁企业 股价连续涨停,一度创下上市以来的最高点。究其原因,我国自4月份开始对部分中重稀土实施出口管制,而作为 全球稀土供应大国,出口管制使得海外企业陷入缺少"工业维生素"的焦虑,稀土海内外价差也一度拉大。 业内人士及多个企业均提到,我国稀土告别此前"卖出白菜价"的局面,且伴随着包括新能源汽车等新行业的快速 发展,稀土永磁面临蓝海。 稀土关注度持续上升 今年4月份,商务部、海关总署发布公告,表示对包含钐、铽等在内的7种中重稀土相关物项实施出口管制措施公 告,该举措被视为对美国对华加征关税的反制措施之一。公开资料显示,中国是世界稀土资源较大的国家之一。 国新办于2012年发布的《中国的稀土状况与政策》显示,中国稀土储量约占世界总储量的23%。我国对中重稀土 实施出口管制后,海外稀土或面临供应短缺。 告别"卖出白菜价" 中信证券在研报中提到,地缘风险事件扰动矿产供给,进而对相关金属价格形成催化,可能成为影响金属价格的 交易主线之一。《华夏时报》记者注意到,稀土受到出口管制的影 ...
稀土价格持续处于历史高点附近
日经中文网· 2025-06-09 03:04
资料图(REUTERS) 用于高性能磁铁的镝和铽的价格5月份环比涨至3倍,刷新了最高价,6月份仅小幅下降,仍处 于高点附近。由于中国与美国的对立激化,中国4月启动出口管制,稀土短缺感一下子增 强…… 日经中文网 https://cn.nikkei.com 纯电动汽车(EV)和风力发电所等所必需的稀土的价格处于历史最高点附件。用于高性能磁 铁的镝和铽的价格5月份环比涨至3倍,刷新了最高价,6月份仅小幅下降,仍处于高点附近。 由于中国与美国的对立激化,中国4月启动出口管制,稀土短缺感一下子增强。很多观点认为 一段时间内价格仍将居高不下。 版权声明:日本经济新闻社版权所有,未经授权不得转载或部分复制,违者必究。 英国调查公司阿格斯媒体(Argus Media)汇总了作为中国以外价格指标的欧洲的6月上旬价 格。截至4日,镝和铽分别比上月下跌12%和5%,仍处于有可比数据的2015年5月以来的最 高附近。 ...
中国稀土(000831) - 2025年5月14日投资者关系活动记录表
2025-05-14 10:46
证券代码:000831 证券简称:中国稀土 中国稀土集团资源科技股份有限公司 目前,公司实际控制人中国稀土集团的同业竞争承诺在 正常履行当中。公司作为中国稀土集团的核心上市平台,将 坚定不移落实高质量发展目标,积极契合稀土行业整合与绿 公司一直在谋划稀土产业链的做大做强做优,如有相关 安排,且符合披露标准,公司将严格按照相关规定及时履行 信息披露的义务。 四、公司已开展或预计开展的市值管理工作有哪些? 市值管理是公司极为重视的一个方面,为切实加强市值 管理工作,进一步公司市值管理行为,切实维护投资者尤其 是中小投资者的合法权益,实现公司价值最大化和股东利益 最大化,公司已制定了《市值管理制度》,并经2025年2月 28日召开的第九届董事会第十四次会议审议通过。公司质量 是投资价值的基础和市值管理的重要抓手。公司将持续聚焦 主业,提升经营效率和盈利能力,同时结合自身情况,综合 运用并购重组、股权激励、员工持股计划、现金分红等方式 促进公司投资价值合理反映公司质量。 五、公司实际控制人中国稀土集团是否会继续履行同 业竞争承诺?就解决同业竞争问题,做了哪些工作? 投资者关系活动记录表 编号:2025-02 投资者关 ...
2025年中国激光医疗设备行业分类、市场规模及发展全景研判:行业正处于技术升级、应用拓展和国产替代加速的关键阶段,具有应用广、需求大的特点[图]
Chan Ye Xin Xi Wang· 2025-04-30 01:33
Core Viewpoint - The laser medical equipment industry in China is experiencing rapid growth driven by national policy support, increasing market demand, and technological breakthroughs, with a projected market size of approximately 5.8 billion yuan in 2024 and expected to exceed 6 billion yuan in 2025 [1][5][9]. Industry Definition and Classification - Laser medical equipment refers to devices that utilize laser technology for disease diagnosis, treatment, or rehabilitation, characterized by precision, minimally invasive procedures, and high efficiency [1][3]. - The industry can be categorized into laser medical equipment manufacturing and laser medical services, with applications across various clinical departments [1][3]. Current Development Status - The application of laser technology in medicine has made significant progress, with a wide range of laser medical devices available for treating hundreds of diseases in various clinical settings [5][9]. - The domestic market for laser medical devices has entered a phase of "mid-end dominance and high-end breakthroughs," with the low-end market largely self-sufficient, while high-precision and ultra-fast laser fields require long-term technological accumulation [9][23]. Market Size and Growth - The market size for laser medical equipment in China is projected to be around 5.8 billion yuan in 2024, with expectations to surpass 6 billion yuan in 2025, indicating a positive long-term trend for the industry [1][9]. Domestic Production and Market Dynamics - The domestic production rate of laser medical equipment is expected to reach approximately 67.01% in 2024 and is projected to reach 70% in 2025, reflecting a rapid increase in domestic substitution [9][23]. - The industry is characterized by a competitive landscape where local companies are gradually gaining market share, particularly in the mid and low-end segments, while high-end markets remain dominated by international giants [13][15]. Key Companies - Major companies in the laser medical equipment sector include Qizhi Laser, Ruike Laser, United Imaging Healthcare, Pudong Medical, and others, with a focus on innovation and technology development [13][15]. - Qizhi Laser has achieved significant milestones with 22 medical device product registrations and 112 patents, focusing on various medical fields [15]. - Ruike Laser has expanded into the medical sector, developing solutions for aesthetic and dental applications, with reported revenues of 3.68 billion yuan in 2023 [19][21]. Industry Trends - The laser medical equipment industry is undergoing a transformation towards smart, high-end, compact, specialized, and environmentally friendly technologies, with advancements in various scientific fields enhancing the capabilities of laser medical technology [23]. - The future of laser medical technology is expected to benefit a broader audience, including public and private hospitals, beauty markets, and home-use devices, indicating a wide application and strong demand [23].