Core Viewpoint - The rare earth concept stocks in the A-share market experienced a significant increase, driven by rising prices of rare earth products, particularly praseodymium oxide and neodymium oxide, which have seen substantial price hikes this year [1][2]. Price Trends - As of February 11, the average price of praseodymium oxide reached 877,000 yuan per ton, with an increase of over 260,000 yuan per ton this year, representing a growth of 43.42% - The average price of neodymium oxide reached 870,000 yuan per ton, with a year-to-date increase of 260,000 yuan per ton, reflecting a growth of 42.62% - The cumulative price increase for praseodymium-neodymium, metallic neodymium, and metallic praseodymium has exceeded 35% this year [1]. Stock Performance - 盛和资源 (Shenghe Resources) saw a price increase of 5.94% with a total market value of 53.5 billion yuan and a year-to-date increase of 41.66% [2] - 金田股份 (Jintian Co.) increased by 3.90%, with a market value of 20.3 billion yuan and a year-to-date increase of 8.61% [2] - 厦门铝业 (Xiamen Tungsten) rose by 3.42%, with a market value of 101.9 billion yuan and a year-to-date increase of 56.28% [2] - 华新环保 (Hua Xin Environmental) increased by 3.36%, with a market value of 4.469 billion yuan and a year-to-date increase of 6.04% [2] - Other notable stocks include 九菱科技 (Jiuling Technology) with a 2.59% increase, 中色股份 (China Nonferrous) with a 2.39% increase, and 中国稀土 (China Rare Earth) with a 2.26% increase [2].

Group 1 - The rare earth permanent magnet sector is experiencing significant activity, with Longmag Technology rising over 13% [1] - Other companies such as China Rare Earth, Jiuling Technology, Zhongke Magnetic Industry, Dadi Bear, Wanlang Magnetic Plastic, Galaxy Magnet, and Jinli Permanent Magnet also saw increases [1] - The price of praseodymium and neodymium oxide continues to rise, reaching 800,000 yuan per ton, with a week-on-week increase of 9.9% and a month-on-month increase of 28.8% [1]

Group 1 - North Mining Technology (600980) is a state-owned enterprise under the State-owned Assets Supervision and Administration Commission, focusing on mining equipment and magnetic materials, with a leading position in the global market for intelligent flotation machines and a 12% share in domestic sintered permanent magnetic ferrite production [1][25][26] - Greenme (002340) is a leader in the recycling of rare metals and new energy materials, with a dual business model of "urban mining + new energy materials," supplying major companies like CATL and BYD [1][27] - Xiamen Tungsten (600549) is a leader in tungsten, molybdenum, and rare earth permanent magnetic materials, with a complete industrial chain from mining to high-end magnetic material production [2][28] Group 2 - Jiyuan Wanfang (000612) is a significant player in aluminum smelting and rare earth permanent magnetic materials, leveraging local resources to form a dual business model of "aluminum + rare earth" [3][29] - Wanlong Magnetic Plastic (603150) is a leader in refrigerator door seals and magnetic materials, producing ferrite magnets for major appliance manufacturers [4][30] - Northern Rare Earth (600111) is the largest rare earth producer globally, controlling over 40% of the world's rare earth oxide production and holding significant pricing power [5][30] Group 3 - Chifeng Gold (600988) is involved in gold mining and rare earth resource development, with a strong position in the domestic rare earth market [6][31] - Zhongmin Resources (002738) is a leader in lithium mining and rare earth resources, with significant overseas rare earth mining rights [7][33] - Galaxy Magnet (300127) specializes in sintered and bonded neodymium-iron-boron magnets, serving major clients like BYD and CATL [8][34] Group 4 - Zhong Rare Metals (600259) focuses on rare earth mining and functional materials, with a strong position in the medium and heavy rare earth sectors [9][35] - Tianhe Magnetic Materials (603072) is a leader in high-end neodymium-iron-boron magnets, supplying major automotive and industrial clients [10][36] - Oriental Zirconium (002167) produces zirconium products and rare earth functional materials, with a focus on the electronics and new energy sectors [11][37] Group 5 - Jinli Permanent Magnet (300748) is a leading producer of rare earth permanent magnetic materials, with a strong presence in the automotive sector [12][38] - Huaxin Environmental (301265) focuses on environmental equipment and rare earth recycling, leveraging a dual business model [13][40] - China Rare Earth (000831) is a key player in rare earth mining and processing, with a focus on high-value applications in new energy and military sectors [14][49]

Group 1 - The A-share market's rare earth permanent magnet sector showed strong performance on February 9, with several stocks reaching their daily limit up [1] - Shenghe Resources experienced a limit-up increase of 10.01%, while China Rare Earth and Northern Rare Earth both rose over 6% [2] - Other notable gainers included San Chuan Wisdom, Zhong Rare Metal, and Huahong Technology, all of which saw increases exceeding 6% [1][2] Group 2 - The total market capitalization of Shenghe Resources is 47.6 billion, with a year-to-date increase of 26.06% [2] - China Rare Earth has a market cap of 58.6 billion and a year-to-date increase of 18.88% [2] - Northern Rare Earth has a market cap of 193.3 billion and a year-to-date increase of 15.96% [2]

Group 1 - The rare earth permanent magnet sector in the A-share market has shown strong performance, with several companies experiencing significant stock price increases [1] - Shenghe Resources reached the daily limit increase, while China Rare Earth, Northern Rare Earth, San Chuan Wisdom, and others saw gains exceeding 6% [1] - The overall market sentiment in the rare earth sector appears positive, indicating potential growth opportunities for investors [1] Group 2 - Shenghe Resources (code: 600392) increased by 10.01%, with a total market capitalization of 47.6 billion and a year-to-date increase of 26.06% [2] - China Rare Earth (code: 000831) rose by 6.79%, with a market cap of 58.6 billion and a year-to-date increase of 18.88% [2] - Northern Rare Earth (code: 600111) saw a 6.73% increase, with a market capitalization of 193.3 billion and a year-to-date increase of 15.96% [2] - Other notable companies include San Chuan Wisdom (6.63% increase), China Rare Metals (6.13% increase), and Huahong Technology (6.02% increase), all showing strong year-to-date performance [2]

据Mysteel不完全统计，截至2026年2月4日，北方稀土、盛和资源、金力永磁等12家上市稀土企业披露2025年度业绩预告，且全部 预喜。其中，中科三环净利润增幅最大，同比增长566.23%-899.35%；盛和资源净利润增幅位居第二，同比预增281.28%-339.20%。 具体如下： 表:2025年上市稀土企业业绩预告 据Mysteel不完全统计，截至2026年2月4日，北方稀土、盛和资源、金力永磁等12家上市稀土企业披露2025年度业绩预告，且全部 预喜。其中，中科三环净利润增幅最大，同比增长566.23%-899.35%；盛和资源净利润增幅位居第二，同比预增281.28%-339.20%。 具体如下： | 稀土企业 | | 净利润 | | --- | --- | --- | | 北方稀土 | 21.76-23.56 ↑ | 116.67%-134.60% | | 盛和资源 | 7.90-9.10 ↑ | 281.28%-339.20% | | 金力永磁 | 6.60-7.60 ↑ | 127.00%-161.00% | | 正海磁材 | 3.10-3.80 ↑ | 235.72%-311.52% | ...

美国和日本正在想方设法搞稀土，继美国意欲染指格陵兰岛缓解稀土依赖后，据环球网援引日本共同社报道，正在太平洋南鸟岛海域进行淤泥试采任务的深 海钻探船"地球号"，在水深6000米处成功抽取含稀土淤泥。 今日，在我国外交部例行记者会上，日本电视台就此提问。外交部发言人回应："我们注意到，日本国内近年来一直都有这样的报道。" 据日媒报道，日本目前超70%的稀土依赖中国进口。中方宣布禁止向日本出口具有军民两用性质、可能用于军事用途的物项后，紧张的中日关系使得日本国 内更加关注自主开发稀土的能力。 此外，有媒体提问，美国预计将启动一项关键矿产储备计划，初期资金为120亿美元，此举适逢华盛顿寻求降低对稀土等资源的对华依赖度。外交部对此表 示，"在维护关键矿产全球产业链稳定与安全问题上，中方的立场没有变化。各方都有责任为此发挥建设性作用。" 有分析显示，中国在稀土资源储量、采选冶技术和下游应用方面长期处于主导地位，中国不仅资源储量高，开采规模大，而且加工与冶炼能力强，"分离"核 心技术优势。中国投入巨资改进溶剂萃取和冶金工艺，成功将瓶颈从矿石供应转移到化学分离环节，尤其在高纯度重稀土方面处于无可替代的地位。这使得 中国能够提 ...

Group 1 - The metal new materials sector increased by 4.24% on February 3, with Zhongke Magnetic leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] - Key stocks in the metal new materials sector showed significant price increases, with Zhongke Magnetic rising by 10.12% to a closing price of 61.59 [1] Group 2 - The main capital flow in the metal new materials sector showed a net outflow of 84.29 million yuan from institutional investors and a net outflow of 452 million yuan from speculative funds, while retail investors had a net inflow of 537 million yuan [1] - Specific stock capital flows indicated that Sry New Materials had a net inflow of 61.96 million yuan from main investors, while Jinli Yongci experienced a net outflow of 83.34 million yuan from speculative funds [2]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：301141 证券简称：中科磁业 公告编号：2026-003 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导性陈述或重大遗 漏。 一、 本期业绩预计情况 （一）业绩预告期间 2025 年 1 月 1 日至 2025 年 12 月 31 日。 （二）业绩预告情况 特此公告。 □扭亏为盈 R同向上升 □同向下降 二、 与会计师事务所沟通情况 本次业绩预告的相关数据是公司财务部门初步测算结果，未经审计机构审计。公司已就业绩预告有关事 项与年报审计会计师事务所进行预沟通，公司与会计师事务所在本次业绩预告方面不存在重大分歧。 三、 业绩变动原因说明 报告期内，一方面随着募投项目部分达产，产能逐渐释放，产销量提升，带动业绩规模增长；另一方面 公司坚持以客户需求为导向，持续推动产品与技术的更新迭代，公司产品从单一电子元器件拓展至磁组 件的集成化升级，目前公司磁组件产品已顺利通过部分客户的验证，进入小批量供货阶段；与此同时， 公司不断深化与头部大客户的战略合作，持续提升在大客户端的市场份额，并加速拓展增量新客户，提 高公司产品的市场占有 ...

证券日报网讯 1月29日，中科磁业发布2025年度业绩预告称，公司预计2025年度归属于上市公司股东的 净利润为2900万元至3450万元，比上年同期上升75.11%至108.32%。 （文章来源：证券日报） ...