中稀有色金属股份有限公司控股股东广东稀土集团披露拟减持股份计划
2026年5月7日，中稀有色金属股份有限公司（证券代码：600259，简称“中稀有色”）发布公告，控股股东广东省稀土产业集团有限公司（简称“广东稀土集团”）计划在未来三个月内减持不超过1%的公司股份。
一、减持计划要点
- 股东持股情况：截至公告日，广东稀土集团持有中稀有色67,287,182股股份，占公司总股本的20%。上述股份均来源于行政划转。
- 减持数量及比例：广东稀土集团计划减持不超过3,364,359股股份，占公司总股本的1%。
- 减持时间窗口：本次减持计划将在公告披露15个交易日后的3个月内实施，即2026年5月28日至2026年8月27日。
- 减持方式：拟通过集中竞价方式进行，减持价格将依据减持时的市场价格及交易方式确定。
- 股份来源：本次拟减持股份均为行政划转取得。
- 如遇股份变动：若在减持期间公司发生送股、资本公积金转增股本等情形，广东稀土集团将对减持数量进行相应调整。
二、涉及一致行动人及公司控制权
- 一致行动人结构：广东稀土集团及其控股股东中国稀土集团有限公司合计持有公司129,372,517股，占总股本38.45%。
- 减持后控制权影响：本次减持不会导致上市公司控制权发生变更。中国稀土集团有限公司作为实际控制人，并不参与本次减持。
三、减持原因及相关安排
- 减持原因：广东稀土集团表示本次减持是基于公司高质量发展需求。
- 其他安排及承诺：广东稀土集团不存在其他相关安排，亦未对持股比例、数量、期限、方式、价格等作出特别承诺。
四、对投资者的影响及风险提示
- 股价及公司治理影响：本次减持计划为控股股东常规资金安排，不会对公司治理结构和持续性经营产生重大影响。
- 减持实施的不确定性：广东稀土集团将根据市场和公司股价情况决定是否实施本次减持，存在减持计划不确定性的风险。
- 信息披露义务：广东稀土集团承诺在减持期间严格遵守法律法规和公司规章制度，及时履行信息披露义务。
- 影响股价的因素：作为公司第二大单一股东的广东稀土集团减持计划，可能对公司二级市场股价造成一定波动。投资者需密切关注公司后续公告及减持进展。
五、投资者需关注的重要事项
- 此次减持计划属于大股东资金安排，虽然比例仅为1%，但由于大股东参与，仍可能被市场解读为信心变化信号。
- 减持期间如公司股价波动、市场环境变化、或控股股东临时调整计划，均可能影响减持结果和公司股价。
- 公司控制权不会发生变化，实际控制人仍为中国稀土集团有限公司。
免责声明：本文仅供投资者参考，不构成任何投资建议。投资者应结合自身实际，关注市场风险，谨慎决策。
English Version
Guangdong Rare Earth Group Announces Plan to Reduce Holdings in China Rare Earth Metal Co., Ltd.
On May 7, 2026, China Rare Earth Metal Co., Ltd. (Stock Code: 600259, “China Rare Earth Metal”) announced that its controlling shareholder, Guangdong Rare Earth Industry Group Co., Ltd. (“Guangdong Rare Earth Group”), plans to reduce its stake in the company by no more than 1% over the coming three months.
1. Key Details of the Reduction Plan
- Current Shareholding: As of the announcement, Guangdong Rare Earth Group holds 67,287,182 shares, representing 20% of total shares, all obtained via administrative transfer.
- Planned Reduction: Guangdong Rare Earth Group proposes to reduce up to 3,364,359 shares, accounting for 1% of total shares.
- Reduction Window: The reduction will occur within three months after 15 trading days from this disclosure, i.e., from May 28, 2026, to August 27, 2026.
- Method: Shares will be reduced via centralized bidding, with the price determined by market circumstances at the time of sale.
- Share Source: All shares to be reduced were acquired through administrative transfer.
- Adjustment Clause: If stock splits, bonus issues, or capital reserve conversions occur during the reduction period, the number of shares to be reduced will be adjusted accordingly.
2. Structure of Acting-in-Concert Parties and Control
- Concerted Parties: Guangdong Rare Earth Group and its controlling shareholder, China Rare Earth Group Co., Ltd., together hold 129,372,517 shares, or 38.45% of total shares.
- Impact on Control: The reduction will not alter the company’s controlling shareholder. China Rare Earth Group Co., Ltd. remains the actual controller and is not involved in this reduction plan.
3. Reasons and Arrangements for Reduction
- Purpose: Guangdong Rare Earth Group states that the reduction is for the purpose of high-quality development.
- Other Arrangements: There are no other arrangements or special commitments regarding holding period, method, size, or price.
4. Impact on Investors and Risk Warnings
- Impact on Price and Governance: As a routine capital arrangement by a major shareholder, this reduction is not expected to impact governance or operation. However, market perception may react to the reduction.
- Uncertainty: The actual implementation of the reduction depends on market and share price conditions, resulting in inherent uncertainty.
- Disclosure Commitment: Guangdong Rare Earth Group will strictly comply with relevant laws and timely disclose information.
- Potential Share Price Impact: The reduction by a major shareholder may affect share price volatility during the reduction window. Investors should closely follow future company announcements.
5. Key Takeaways for Investors
- This reduction, although only 1%, involves a major shareholder, which may be interpreted as a signal of changing confidence.
- Market and price volatility or any changes in the shareholder’s plans during the reduction window can affect outcomes and share price.
- Company control remains unchanged; China Rare Earth Group Co., Ltd. continues as actual controller.
Disclaimer: This article is for reference only and does not constitute investment advice. Investors should be aware of market risks and make prudent decisions.
