包钢股份发布2026年第二季度稀土精矿关联交易价格调整公告

2026年4月10日，内蒙古包钢钢联股份有限公司（股票代码：600010，简称“包钢股份”）发布关于2026年第二季度稀土精矿关联交易价格调整的提示性公告。

公告要点

• 稀土精矿价格调整：2026年第二季度，公司拟将稀土精矿关联交易价格调整为不含税38,804元/吨（干量，REO=50%）。
• 价格变动机制：REO每增加或减少1%，不含税价格相应增减766.08元/吨。
• 定价依据：本次价格调整严格按照2022年度股东大会通过的定价机制和公式执行。定价方法包括计算公式、参数取值及变量说明。公司将于每季度首月上旬依据公式重新计算价格，并与中国北方稀土（集团）高科技股份有限公司（简称“北方稀土”）签订供应合同或补充协议。
• 合规性声明：公司董事会及全体董事承诺公告内容真实、准确、完整，不存在虚假记载、误导性陈述或重大遗漏。

投资者关注重点

• 此次价格调整影响公司与北方稀土的日常销售收入，对公司未来业绩和盈利能力有直接影响，属于潜在影响公司股价的重要信息。
• 季度动态调整机制有利于公司稀土精矿价格与市场波动同步，提升盈利的透明度和灵活性。
• 投资者需关注未来稀土市场价格变化及其对公司季度业绩的影响。

背景信息

包钢股份与北方稀土属于关联企业，稀土精矿的供应及定价机制一直是监管和投资者重点关注事项。自2023年4月起，双方已建立季度动态定价机制。公司此前已于2023年3月15日详细披露相关定价机制和年度交易预计。

结论

此次稀土精矿价格调整，明确了2026年第二季度的交易价格，并重申了公司定价机制的公开透明和合规性。该信息对于判断公司业绩和盈利能力变化具有重要价值，可能对公司股价产生实质影响。

免责声明：本文基于公开公告内容整理，仅供投资者参考，不构成任何投资建议。投资者应根据自身情况做出独立判断，注意投资风险。

Baogang Steel Issues Notice on Adjustment of Q2 2026 Rare Earth Concentrate Related Transaction Price

On April 10, 2026, Inner Mongolia Baotou Steel Union Co., Ltd. (Stock Code: 600010, “Baogang Steel”) announced an adjustment to the rare earth concentrate related transaction price for the second quarter of 2026.

Key Points of the Announcement

• Price Adjustment: For Q2 2026, the related transaction price for rare earth concentrate is to be adjusted to RMB 38,804/ton (ex-tax, dry weight, REO=50%).
• Adjustment Mechanism: For every 1% increase or decrease in REO content, the ex-tax price will increase or decrease by RMB 766.08/ton accordingly.
• Pricing Basis: The adjustment strictly follows the pricing mechanism and formula approved at the 2022 Annual General Meeting. The pricing method includes formula, parameter values, and variable explanations. At the beginning of each quarter, the company recalculates the price based on the formula and signs or amends supply contracts with China Northern Rare Earth Group High-Tech Co., Ltd. (“Northern Rare Earth”).
• Compliance Statement: The Board and all directors guarantee the announcement’s truthfulness, accuracy, and completeness, with no false records or material omissions.

Investor Focus

• This price adjustment will impact Baogang Steel’s revenue from sales to Northern Rare Earth, directly affecting future performance and profitability, and is potentially price sensitive.
• The quarterly dynamic adjustment mechanism aligns rare earth concentrate pricing with market changes, improving transparency and flexibility in earnings.
• Investors should monitor future rare earth market price trends and their impact on Baogang Steel’s quarterly results.

Background

Baogang Steel and Northern Rare Earth are related parties, and the supply and pricing of rare earth concentrate have long been under regulatory and investor scrutiny. Since April 2023, the two parties have implemented a quarterly dynamic pricing mechanism, previously detailed in the company’s March 15, 2023, public announcement.

Conclusion

This price adjustment for rare earth concentrate clarifies the Q2 2026 transaction price and reiterates the company’s transparent and compliant pricing mechanism. The information is valuable for assessing the company’s performance and profitability, and may have a material impact on share price.

Disclaimer: This article is based on publicly disclosed information and is for reference only. It does not constitute investment advice. Investors should make independent judgments and be aware of investment risks.

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