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Beijing Zhong Ke San Huan High-Tech (000970.SZ): Rare earth export controls have no impact on the company for now.
Gelonghui Nov 21st | Beijing Zhong Ke San Huan High-Tech (000970.SZ) stated on the investor interaction platform that the company is currently mainly engaged in the research and development, production, and sales of rare earth permanent magnets materials, and the export control of rare earths has no temporary impact on the company.
Beijing Zhong Ke San Huan High-Tech (000970.SZ): Currently, the company's capacity utilization rate is between 60% and 70%.
Gelonghui November 15th | Beijing Zhong Ke San Huan High-tech (000970.SZ) stated during an investor survey on November 15, 2024, that the current company's utilization rate is between 60% and 70%.
Beijing Zhong Ke San Huan High-tech (000970.SZ): Currently, the company's rare earth raw material inventory is maintained at around 2-3 months' worth of usage.
On November 15, Gelonghui reported that beijing zhong ke san huan high-tech (000970.SZ) indicated during an investor survey on November 15, 2024, that the company's overall inventory of rare earth raw materials is maintained at around 2-3 months' worth, with slightly more heavy and medium heavy rare earth elements.
Beijing Zhong Ke San Huan High-Tech (000970.SZ): The main product is neodymium iron boron permanent magnet material.
Gelonghui on November 11th, Beijing Zhong Ke San Huan High-tech (000970.SZ) stated on the investor interaction platform that the company's main products are neodymium iron boron permanent magnet materials, which are used in Siasun Robot&Automation (currently mainly industrial robots), drones, autos (including new energy autos), consumer electronics, computers, industrial machines, energy-saving household appliances, wind power, and other fields.
Beijing Zhong Ke San Huan High-Tech (000970.SZ): Cumulatively repurchased 1% of the shares, the repurchase plan has been completed.
GeLongHui November 5th | Beijing Zhong Ke San Huan High-Tech (000970.SZ) announced that, as of the disclosure date of this announcement, the company has repurchased a total of 12,157,235 shares of the company through a repurchase special securities account in a centralized bidding manner, accounting for 1.0000% of the company's total share capital. The highest fill price was 10.98 yuan/share, the lowest fill price was 7.81 yuan/share, and the total transaction amount was 107,948,737.66 yuan (excluding transaction costs). At this point, the implementation of this repurchase scheme is complete.
Sinolink Securities: Myanmar's rare earth supply disturbance exceeds expectations combined with "supply-side reform" integration, focusing on bottom layout opportunities.
Myanmar's mine constitutes the most important supply of medium and heavy rare earths globally, with an import quantity of nearly 0.05 million tons REO in 2023, while the domestic quota for medium and heavy rare earths REO is only 0.019 million tons; it is estimated that Myanmar's mine will account for approximately 10% of the global light rare earth praseodymium and neodymium in 2023.
