稀土永磁板块尾盘突然走高，宁波韵升涨停，金力永磁、中科三环涨超5%跟涨。消息面上，据上海证 券报报道，记者从知情人士处获悉，金力永磁、中科三环、宁波韵升已获得通用出口许可证。对此，记 者以投资者身份致中科三环，接线工作人员表示，具体情况还在确认中："我们也收到了其他人的提 问。公司负责出口业务的部门正在跟上级主管部门确认情况。"（21财经） ...

据新华社此前报道，商务部新闻发言人何亚东4日表示，中国政府依法依规开展稀土相关物项出口管制 工作。只要是用于民用用途的、合规的出口申请，中国政府都及时予以了批准。同时，中国政府积极适 用通用许可等便利化措施，促进两用物项合规贸易，切实维护全球产供链安全稳定。 盘面上，截至发稿， 金力永磁涨超10%， 宁波韵升涨停， 中科三环大涨超9%，银河磁体、中科磁业跟 涨。 12月5日，据上海证券报报道，记者从知情人士处获悉，金力永磁、中科三环、宁波韵升已获得通用出 口许可证。 有业内人士表示，通用许可证的应用将简化稀土永磁企业出口流程，加快交付速度，利于稀土永磁行业 下游需求恢复。 | 代码 名称 | 涨幅％v | 现价 | 主力净量 | | --- | --- | --- | --- | | 300748 金力永磁 | +10.59% | 37.29 | 0.35 | | 600366 宁波韵升 | +10.03% | 14.04 | 1.07 | | 000970 中科三环 | +9.22% | 13.74 | 0.17 | 编辑｜钉钉 ...

Core Viewpoint - The event organized by China Merchants Securities aimed to enhance investor understanding of the capital market and identify long-term investment opportunities, showcasing Ningbo Yunsheng's achievements and technological innovations in the rare earth permanent magnet materials sector [1][7]. Company Overview - Ningbo Yunsheng has been a leader in the rare earth permanent magnet industry for 30 years, establishing five differentiated advantages: stable industrial layout, technological innovation, wide product applications, excellent manufacturing capabilities, and distinct corporate culture [2]. - The company is the first private rare earth permanent magnet materials company listed in China and has played a significant role in formulating national standards for magnetic materials and permanent motors [2]. Production Process - Investors witnessed the entire production process at Ningbo Yunsheng's factory, from raw material processing to finished product delivery, highlighting advanced production techniques and strict quality control [3]. - The company has achieved significant technological breakthroughs in NdFeB permanent magnet materials, enhancing product magnetic performance and high-temperature resistance, particularly with its innovative spliced magnetic steel components [3]. Industry Interaction - Investors engaged in discussions with the management regarding the company's overseas market expansion strategies, emerging field layouts, and future development plans, gaining clearer insights into the company's operational strategies [4]. - Ningbo Yunsheng is actively pursuing international strategies, establishing a comprehensive global supply chain, with production bases in Ningbo and Baotou, and sales subsidiaries in Germany and the USA to expand its international market presence [4]. - The company has a broad overseas business layout, with clients across multiple countries, effectively managing challenges posed by geopolitical and trade policy complexities through diversified market strategies [4]. Future Developments - In the humanoid robot sector, Ningbo Yunsheng began developing relevant magnetic materials in 2023, collaborating closely with downstream customers to optimize product performance and quality [5]. - The company is also monitoring developments in the low-altitude economy, anticipating sustained demand for high-performance magnetic materials as applications for drones and general aviation expand [5]. Conclusion - The event facilitated a deep understanding of Ningbo Yunsheng's operational status and development strategies, emphasizing the company's commitment to sustainable development and the transition of the magnetic materials industry towards high-end applications and green transformation [7].

Core Insights - The Chinese government has granted general export licenses to companies including Jinli Permanent Magnet, Zhongke Sanhuan, and Ningbo Yunsheng, facilitating the export of rare earth permanent magnets [2] - The Ministry of Commerce stated that compliant export applications for civilian use are being approved promptly, and measures like general licenses are being utilized to promote compliant trade in dual-use items [2] - The application of general licenses is expected to simplify the export process for rare earth permanent magnet companies, accelerating delivery speeds and supporting the recovery of downstream demand in the industry [2] Company Performance - The rare earth permanent magnet sector saw a significant increase in stock prices, with Ningbo Yunsheng reaching the daily limit, Jinli Permanent Magnet rising over 10%, and other companies like Zhongke Sanhuan, Jiuling Technology, Zhongke Magnetic Industry, Guangsheng Nonferrous, and Galaxy Magnet also experiencing gains [2][4]

盘面上，截至发稿， 金力永磁涨超10%， 宁波韵升涨停， 中科三环大涨超9%，银河磁体、中科磁业 跟涨。 | 编辑 ｜ 钉钉 | | --- | 有业内人士表示，通用许可证的应用将简化稀土永磁企业出口流程，加快交付速度，利于稀土永磁行业 下游需求恢复。 据新华社此前报道，商务部新闻发言人何亚东4日表示，中国政府依法依规开展稀土相关物项出口管制 工作。只要是用于民用用途的、合规的出口申请，中国政府都及时予以了批准。同时，中国政府积极适 用通用许可等便利化措施，促进两用物项合规贸易，切实维护全球产供链安全稳定。 12月5日，据上海证券报报道，记者从知情人士处获悉，金力永磁、中科三环、宁波韵升已获得通用出 口许可证。 ...

Core Viewpoint - The A-share market has seen a significant rise in rare earth stocks, driven by the acquisition of general export licenses by key companies, which is expected to streamline export processes and boost downstream demand in the rare earth permanent magnet industry [1] Group 1: Company Performance - Jinli Permanent Magnet has surged over 14% in stock price, with a year-to-date increase of 111.17% and a total market capitalization of 514 billion [2] - Ningbo Yunsheng's stock rose by 10.03%, with a year-to-date increase of 91.54% and a market cap of 154 billion [2] - Zhongke Sanhuan's stock increased by 8.27%, with a year-to-date rise of 31.58% and a market capitalization of 166 billion [2] - Other companies such as Huicheng Environmental Protection, Jiuling Technology, and Galaxy Magnet also experienced notable gains [1] Group 2: Industry Impact - The issuance of general export licenses for Jinli Permanent Magnet, Zhongke Sanhuan, and Ningbo Yunsheng is expected to simplify export processes and accelerate delivery speeds, positively impacting the recovery of downstream demand in the rare earth permanent magnet sector [1]

Group 1 - Companies including Jinli Permanent Magnet, Zhongke Sanhuan, and Ningbo Yunsheng have obtained general export licenses [1] - The application of general export licenses will simplify the export process for rare earth permanent magnet companies [1] - This development is expected to accelerate delivery speeds and benefit the recovery of downstream demand in the rare earth permanent magnet industry [1]

2025年12月4日，公司收到中国证券登记结算有限责任公司出具的《过户登记确认书》，公司2025年员 工持股计划首批参加部分标的股票10,835,800股，已于2025年12月3日由公司回购专用证券账户非交易过 户至公司2025年员工持股计划证券账户，过户价格为7.03元/股。截至本公告发布之日，公司2025年员 工持股计划证券账户持有公司股票10,835,800股，占公司总股本的0.99%。 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600366 证券简称：宁波韵升 编号：2025-074 宁波韵升股份有限公司 关于2025年员工持股计划首次授予部分完成股票非交易过户的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 宁波韵升股份有限公司（以下简称"公司"）分别于2025年9月28日、2025年10月13日召开了公司第十一 届董事会第十一次会议和公司2025年第二次临时股东会，审议通过了《关于<宁波韵升股份有限公司 2025年员工持股计划（草案修订稿）>及其摘要的议案》及相关事项的议案,具体内容详见公司 ...

完成股票非交易过户的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并 对其内容的真实性、准确性和完整性承担法律责任。 宁波韵升股份有限公司（以下简称"公司"）分别于2025年9月28日、2025年10月 13日召开了公司第十一届董事会第十一次会议和公司2025年第二次临时股东会，审议 通过了《关于<宁波韵升股份有限公司2025年员工持股计划（草案修订稿）>及其摘要 的议案》及相关事项的议案,具体内容详见公司于2025年9月29日、2025年10月14日在 上海证券报及上海证券交易所网站（www.sse.com.cn）披露的相关公告。 宁波韵升股份有限公司 关于 2025 年员工持股计划首次授予部分 2025年12月4日，公司收到中国证券登记结算有限责任公司出具的《过户登记确认 书》，公司2025年员工持股计划首批参加部分标的股票10,835,800股，已于2025年12 月3日由公司回购专用证券账户非交易过户至公司2025年员工持股计划证券账户，过户 价格为7.03元/股。截至本公告发布之日，公司2025年员工持股计划证券账户持有公司 股票10,835,800股，占公司 ...

Core Viewpoint - The trend of A-share companies planning to list in Hong Kong continues, with 18 companies disclosing their intentions to issue H-shares and list on the Hong Kong Stock Exchange in November [1] Group 1: Companies Planning to List - 18 A-share listed companies have announced plans to issue H-shares and list in Hong Kong from November 1 to November 29 [1] - Zhongji Xuchuang announced on November 10 its intention to issue H-shares and list on the Hong Kong Stock Exchange [1] Group 2: Specific Company Announcements - Runjian Co., Ltd. announced on November 25 its plan to issue H-shares and list in Hong Kong [2] - Ningbo Yunsheng authorized management on November 24 to initiate preparations for issuing H-shares and listing in Hong Kong [2] - Igor announced on November 24 its plan to issue H-shares and list in Hong Kong [2] - Miao Exhibition announced on November 24 its intention to issue H-shares and list in Hong Kong [2] - Zhuoyi Information announced on November 20 its plan to issue H-shares and list in Hong Kong [2] - Yuanjie Technology announced on November 19 its intention to issue H-shares and list in Hong Kong [2] - Dashang Co., Ltd. announced on November 18 its plan to issue H-shares and list in Hong Kong [2] - Sifang Jingchuang announced on November 14 its intention to issue H-shares and list on the main board of the Hong Kong Stock Exchange [2] - Zejing Pharmaceutical announced on November 14 its plan to issue H-shares and list in Hong Kong [2] - Juxin Technology announced on November 14 its intention to issue H-shares and list in Hong Kong [2] - Deye Co., Ltd. announced on November 13 its plan to issue H-shares and list in Hong Kong [2] - Tuosida announced on November 12 its intention to issue H-shares and list in Hong Kong [2] - Marumi Bio announced on November 12 its plan to issue H-shares and apply for listing in Hong Kong [2] - Transsion Holdings announced on November 12 its intention to issue H-shares and list in Hong Kong [2] - Anker Innovations announced on November 11 its plan to issue H-shares and list in Hong Kong [2] - Visual China announced on November 4 that it is planning to issue H-shares [2] - Juhe Materials announced on November 3 its plan to issue FF shares and list in Hong Kong [2]