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股票池

AREC

状态日期：2026-05-27

高风险观察
中中极端
概览观点时间线信号证据AI行业

Serenity观点

中性

推文立场

价格动量

看多

总览股票跟踪推文AI关注我

60D / 252D

信号分数

23

新增排序

24h 提及

0

短线新增

7日新闻

0

低

收入同比

-100%

revenue contraction

概览

核心结论

作者立场：中性；价格动量：看多。最新证据：@ThematicTrader $AREC seems very interesting since they capture value from neodymium, gallium, germanium, and lithium as you mentioned. It's a net beneficiary of multiple themes as a critical mineral refiner, I need t... 暂无 AI 结论。

近 7 天有 0 条新闻、近 30 天 2 条披露，需要复核新增信息质量。

近期推文

Serenity 观点

Serenity观点

中性

价格动量

看多

首次提出

2026-01-26 23:36

来源

llm

更新时间

2026-01-26 23:36

作者立场：中性；价格动量：看多。最新证据：@ThematicTrader $AREC seems very interesting since they capture value from neodymium, gallium, germanium, and lithium as you mentioned. It's a net beneficiary of multiple themes as a critical mineral refiner, I need t...

当前观点证据

2026-01-26 23:36中性

@ThematicTrader $AREC seems very interesting since they capture value from neodymium, gallium, germanium, and lithium as you mentioned. It's a net beneficiary of multiple themes as a critical mineral refiner, I need t...

Serenity 变化

时间线

首次提出2026-01-26 23:36中性
原推

@ThematicTrader $AREC seems very interesting since they capture value from neodymium, gallium, germanium, and lithium as you mentioned. It's a net beneficiary of multiple themes as a critical mineral refiner, I need t...

  1. 2026-01-26 23:36中性初始观点

    @ThematicTrader $AREC seems very interesting since they capture value from neodymium, gallium, germanium, and lithium as you mentioned. It's a net beneficiary of multiple themes as a critical mineral refiner, I need t...

新鲜度

新增信号

SEC
24h 07D 030D 0新闻 0披露 2

复核时间：2026-06-03

证据

证据摘要

最新期 2025营收 0Beta 1.15披露 10-K
展开证据详情

年度数据

基本面证据

最新期

2025

营收

0

营收同比

-100%

毛利率

96.6%

2022

营收 39MYoY 409%经营 -49.4%净利 -3.7%

2023

营收 13MYoY -66.5%经营 -275%净利 -291%

2024

营收 383KYoY -97.1%经营 -8634%净利 -10466%

2025

营收 0YoY -100%经营 -净利 -

简读 + 重点消息

消息面

0 条 7日新闻，压力 低。

2026-05-20 08:43proactiveinvestors.com
American Resources completes pivots to rare earth supply chain, reports strong balance sheet
2026-05-20 08:00accessnewswire.com
American Resources Corporation Advances Rare Earth and Critical Mineral Platform, Files 2025 10-K After Strategic Transformation
2026-05-20 04:41proactiveinvestors.com
American Resources completes pivots to rare earth supply chain, reports strong balance sheet

近期披露

披露信息

最新披露为 2026-05-20 的 10-K；近 30 天共有 2 条披露。已观察表格：10-K x1, 10-Q x1, 8-K x8。复核重点：财务报表、指引、现金流、风险因素和会计政策更新。

2026-05-2010-K
arec_10k.htm
2026-04-308-K
arec_8k.htm
2026-04-178-K
arec_8k.htm

近期推文

作者立场

立场

中性

价格动量

看多

2026-01-26 23:36中性

@ThematicTrader $AREC seems very interesting since they capture value from neodymium, gallium, germanium, and lithium as you mentioned. It's a net beneficiary of multiple themes as a critical mineral refiner, I need t...

24h / 7天 / 30天

情绪与市场

24h

0

7D

0

30D

0

Beta

1.15

敏感度

成长敏感

情绪风险

中

估值风险

极端

背景

行业与主题

energy-coal

ai-infrastructurecrypto-digital-assetsenergy-powerconsumer

-

GPT xhigh 分析

updated validated--

等待 GPT xhigh 分析。

研究问题

  • GPT xhigh event bus analysis_update: GPT xhigh analysis updated.
  • margin_validation: revenue and gross margin evidence must catch up with valuation
  • filing_review: read latest SEC filing before treating the state as stable

背景

行业背景

energy-coal

提及 0新闻 0股票 1
股票池

AREC

高风险观察中中极端

状态日期：2026-05-27

复核时间：2026-06-03

作者立场

中性

llm

价格动量

看多

60D / 252D

信号分数

23

新增信息排序

24h 提及

0

短线新增

7天提及

0

低

30天提及

0

长周期热度

7日新闻

0

低

30日披露

2

10-K

收入同比

-100%

revenue contraction

Beta

1.15

成长敏感

llm · 2026-01-26 23:36

Serenity 时间线

首次提出2026-01-26 23:36中性
原推

@ThematicTrader $AREC seems very interesting since they capture value from neodymium, gallium, germanium, and lithium as you mentioned. It's a net beneficiary of multiple themes as a critical mineral refiner, I need t...

  1. 2026-01-26 23:36中性初始观点

    @ThematicTrader $AREC seems very interesting since they capture value from neodymium, gallium, germanium, and lithium as you mentioned. It's a net beneficiary of multiple themes as a critical mineral refiner, I need t...

基本面 / 消息面 / 情绪面 / 市场

分析角度矩阵

年度数据

基本面证据

最新期

2025

营收

0

营收同比

-100%

毛利率

96.6%

营收趋势

营收趋势线
45M23M0

需要继续工作的地方

研究问题

  • GPT xhigh event bus analysis_update: GPT xhigh analysis updated.
  • margin_validation: revenue and gross margin evidence must catch up with valuation
  • filing_review: read latest SEC filing before treating the state as stable
  • industry_specificity: confirm whether news is specific to AREC, not only Coal

-

GPT xhigh 机构分析

updated validated--

等待 GPT xhigh 分析。

同业压力

行业背景

energy-coal

提及 0新闻 0股票 1
2021 营收: 8M2022 营收: 39M2023 营收: 13M2024 营收: 383K2025 营收: 02021 趋势线: 8M2022 趋势线: 39M2023 趋势线: 13M2024 趋势线: 383K2025 趋势线: 020212022202320242025

利润趋势

净利润毛利营业利润
69M8M-53M2021 净利润: -33M2022 净利润: -1M2023 净利润: -39M2024 净利润: -40M2025 净利润: 55M2021 毛利: -640K2022 毛利: 14M2023 毛利: 1M2024 毛利: -2M2025 毛利: 02021 营业利润: -28M2022 营业利润: -19M2023 营业利润: -36M2024 营业利润: -33M2025 营业利润: -11M20212022202320242025

利润率趋势

毛利率营业利润率净利率
1506%-5215%-11936%2021 毛利率: -8.2%2022 毛利率: 35.5%2023 毛利率: 9.5%2024 毛利率: -569%2021 营业利润率: -364%2022 营业利润率: -49.4%2023 营业利润率: -275%2024 营业利润率: -8634%2021 净利率: -419%2022 净利率: -3.7%2023 净利率: -291%2024 净利率: -10466%20212022202320242025
最近财务序列营收营收同比毛利率营业利润率净利率
20218M--8.2%-364%-419%
202239M409%35.5%-49.4%-3.7%
202313M-66.5%9.5%-275%-291%
2024383K-97.1%-569%-8634%-10466%
20250-100%---

24h / 7天 / 30天

情绪面

24h

0

7D

0

30D

0

风险: 中 · 低

简读 + 重点消息

消息面

消息简读

0 条 7日新闻，压力 低。

重点消息

2026-05-20 08:43proactiveinvestors.com
American Resources completes pivots to rare earth supply chain, reports strong balance sheet
2026-05-20 08:00accessnewswire.com
American Resources Corporation Advances Rare Earth and Critical Mineral Platform, Files 2025 10-K After Strategic Transformation
2026-05-20 04:41proactiveinvestors.com
American Resources completes pivots to rare earth supply chain, reports strong balance sheet
2026-05-13 07:57proactiveinvestors.com
FTSE 100 Live: London stocks flattened off as miners and Babcock gains offset
2026-05-12 17:40accessnewswire.com
American Resources Corporation Issues Press Release in Connection with Form 8-K Filing Regarding Nasdaq Notice
2026-05-12 10:22proactiveinvestors.com
American Resources' ReElement Technologies joins alliance to strengthen critical minerals supply chains
2026-05-12 09:20accessnewswire.com
ReElement Technologies Joins Minerals Integrity & Resilience Alliance Convened by CIPE
2026-05-12 06:21proactiveinvestors.com
American Resources’ ReElement Technologies joins alliance to strengthen critical minerals supply chains
2026-04-21 10:41proactiveinvestors.com
Crocs faces balanced risk-reward into earnings as UBS flags mixed sentiment
2026-04-21 07:06proactiveinvestors.com
FTSE 100 Live: Stocks inch higher but bond markets eye Starmer pressure

新增披露摘要

披露信息

披露分析

最新披露为 2026-05-20 的 10-K；近 30 天共有 2 条披露。已观察表格：10-K x1, 10-Q x1, 8-K x8。复核重点：财务报表、指引、现金流、风险因素和会计政策更新。

近期披露

2026-05-2010-K
arec_10k.htm
2026-04-308-K
arec_8k.htm
2026-04-178-K
arec_8k.htm
2026-04-168-K
arec_8k.htm
2026-03-138-K
arec_8k.htm
2026-03-128-K
arec_8k.htm
2026-01-168-K
arec_8k.htm
2025-11-218-K
arec_8k.htm
2025-11-1410-Q
arec_10q.htm
2025-11-038-K
arec_8k.htm

beta / 动量 / 主题

大盘敏感度

Beta

1.15

状态

成长敏感

立场

中性

动量

看多

高风险观察 · 极端

板块定位

行业

energy-coal

ai-infrastructurecrypto-digital-assetsenergy-powerconsumer