行业估值方面，一般金属及矿石行业市盈率（TTM）平均值为-2.2倍，行业中值-0.1倍。中国稀土市盈 率-9.68倍，行业排名第44位；其他绿色经济（01315.HK）为2.05倍、爱德新能源（02623.HK）为2.23 倍、康利国际控股（06890.HK）为2.33倍、兴合控股（01891.HK）为2.51倍、沪港联合（01001.HK） 为2.73倍。 资料显示，中国稀土控股有限公司(前称宜兴新威控股有限公司)为全国最大规模的稀土及耐火材料生产 商之一。本集团於一九九九年十月十五日在香港联合交易所上市,是中国首间在海外上市的私有稀土和 耐火材料生产企业。 6月9日，截至港股收盘，恒生指数上涨1.63%，报24181.43点。中国稀土（00769.HK）收报0.68港元/ 股，上涨60.0%，成交量4.6亿股，成交额2.73亿港元，振幅57.65%。 最近一个月来，中国稀土累计涨幅3.66%，今年来累计涨幅6.25%，跑输恒生指数18.61%的涨幅。 财务数据显示，截至2024年12月31日，中国稀土实现营业总收入7.01亿元，同比增长10.29%；归母净利 润-9716.38万元，同比增长47.68%； ...

金十数据6月9日讯，港股今日高开高走，震荡上升。恒指早盘高开185点报23977点，买盘随即涌入，一 度站上两万四关口最多涨超373点报24166点。午后涨幅一度收窄200点报23995点，但随后买盘回归；恒 指再度拉升。截至收盘，恒指收涨1.63%；科指收涨2.78%，恒指大市成交额放大至2458.3亿元。盘面 上，影视娱乐、医药外包、超市便利店股走强，新消费股表现亮眼，军工、芯片股表现亮眼；贵金属、 国内零售股走低，有色金属、啤酒股下跌。个股方面，中国稀土(00769.HK)大涨60%，布鲁可 (00325.HK)涨超22%，金蝶国际(00268.HK)涨近12%，快手(01024.HK)、腾讯音乐(01698.HK)、中芯国 际(00981.HK)均涨超5%；吉利汽车(00175.HK)、百威亚太(01876.HK)均跌超2%，紫金矿业 (02899.HK)、比亚迪股份(01211.HK)均跌超1.5%。 港股收评：恒指收涨1.63% 生物医药股走势强势 ...

Core Viewpoint - The article highlights significant stock movements in the Hong Kong and US markets, indicating potential investment opportunities and sector trends, particularly in technology, healthcare, and entertainment sectors [1][2][3]. Hong Kong Market Highlights - Mixue (02097) surged over 7%, while Bluetec (00325) rose over 16%, and Guming (01364) increased over 3% [1]. - Lion Group (02562) gained over 4% as it plans to acquire a domestic SaaS company with substantial market share [1]. - Apple-related stocks saw a broad increase, with Sunny Optical (02382) up nearly 4%, and other companies like Q Tech (01478) and AAC Technologies (02018) rising over 3% [1]. - Far East Pharmaceutical (00512) rose over 3% as it commenced international Phase III clinical trials for its innovative ophthalmic drug CBT-001 [1]. - Alibaba Pictures (01060) jumped over 16%, with a cumulative increase of nearly 140% over the past two weeks, focusing on Damao performances and IP derivatives [1]. - Global Data (09698) increased over 5% after signing a strategic agreement with China Life Investment for comprehensive cooperation in asset securitization [1]. - Three Life Pharmaceuticals (01530) rose over 5% following a significant licensing agreement with Pfizer, showcasing promising data for SSGJ-707 [1]. - JD Group (09618) gained nearly 5% after signing a strategic cooperation agreement with China Resources Group [1]. - Tencent Music (01698) increased over 6% as it expands its international footprint by investing in South Korea's SM Entertainment [1]. - Cinda Biologics (01801) rose over 6% due to promising early data for IBI363 in lung cancer, with Goldman Sachs previously indicating the stock was undervalued [1]. - SMIC (00981) increased nearly 4% as it plans to sell its stake in SMIC Ningbo to focus on its core business [1]. - Rare earth stocks surged, with China Rare Earth (00769) up over 48% [1]. - Fubo Group (03738) rose over 3% after completing a 138 million share placement to enhance its AI business [1]. - Friendship Time (06820) surged over 22%, with a year-to-date increase exceeding 90%, driven by positive market feedback on its new game [1]. - Military stocks collectively rose, with China Shipbuilding Defense (00317) increasing nearly 4% [1]. US Market Highlights - Huaxing Capital Holdings (01911) surged over 14% following the successful listing of stablecoin "first stock" Circle, in which its fund participated in 2018 [2]. - In the US market, Circle's stock skyrocketed nearly 30% on its second day of trading after an initial 168% surge [2]. - Lululemon (LULU.US) fell nearly 20% after lowering its full-year profit guidance [2]. - DocuSign (DOCU.US) dropped nearly 19% after revising its full-year billing revenue forecast downward [2]. - Virgin Galactic (SPCE.US) rose over 2%, with a peak increase of over 14%, as it announced a potential recovery in commercial space flight services [2]. - Nvidia's holdings saw a broad increase, with Applied Digital (APLD.US) up over 8% and Recursion Pharmaceuticals (RXRX.US) rising over 20% [2]. - Robinhood (HOOD.US) fell 6.25% in after-hours trading, while AI stock Applovin (APP.US) dropped 5.53% [3].

Market Overview - A-shares and Hong Kong stocks showed significant strength, with the Shanghai Composite Index briefly surpassing the 3400-point mark and the Hang Seng Index returning above 24000 points for the first time in over two months [1][2] - The Hang Seng Technology Index experienced a surge, with gains exceeding 3% during the trading session [4] Sector Performance - The biopharmaceutical sector led the A-share market, with a rise of over 2.7%, and several stocks, including Hainan Haiqi Pharmaceutical and Ruizhi Pharmaceutical, hitting the "20cm" limit up [1] - Non-bank financial stocks also saw substantial increases, with companies like Xinda Securities and Yong'an Futures reaching their daily limit up [1] - In contrast, the home appliance and non-ferrous metals sectors experienced declines [2] Economic Indicators - The National Bureau of Statistics reported a 0.1% year-on-year decline in the Consumer Price Index (CPI) for May 2025, with food prices down 0.4% and non-food prices remaining stable [2] - The Producer Price Index (PPI) for May 2025 showed a year-on-year decrease of 3.3% [2] Notable Stock Movements - In the Hong Kong market, Kingdee International saw a price increase of over 9%, while Tencent Music and Kuaishou both rose by over 6% [4] - Conversely, gold stocks in Hong Kong faced declines, with companies like Zhaojin Mining and Zijin Mining dropping significantly [4] - Chinese rare earth stocks experienced a dramatic rise, with one stock increasing by over 50% during the session [4] Regulatory Developments - The Ministry of Commerce confirmed the implementation of export controls on rare earth materials, emphasizing the dual-use nature of these items and the need to maintain national security [4]

智通财经6月9日电，截至发稿，中国稀土(00769.HK)涨7.06%、金力永磁(06680.HK)涨6.94%。消息方 面，商务部新闻发言人6月7日就中重稀土出口管制措施答记者问表示，对稀土实施出口管制符合国际通 行做法，中方已依法批准一定数量的合规申请。 港股稀土概念股走强 中国稀土涨超7% ...

港股稀土永磁股持续走强，金力永磁(06680.HK)涨超13%，中国稀土(00769.HK)涨超1%。 ...

Summary of Key Points Core Viewpoint - The June stock recommendations from 42 brokerage firms show a significant increase in the number of recommended stocks, with the pharmaceutical and biotechnology sector returning to the top of the industry recommendation rankings after three years, indicating a renewed market interest in cyclical industries [1][3]. Stock Recommendations - A total of 332 stocks received 457 recommendations, with 42 stocks from the ChiNext gaining 53 recommendations, 45 stocks from the STAR Market receiving 59 recommendations, and 43 Hong Kong stocks getting 62 recommendations, marking an increase of 6 and 7 stocks respectively compared to the previous month [1]. - Six stocks received recommendations from five brokerage firms: China Merchants Bank, Yara International, Smoore International, SF Holding, Qingdao Beer, and Haida Group [1]. - Six stocks received recommendations from four brokerage firms: Zijin Mining, China Mobile, Zhenhua Heavy Industries, Tencent Holdings, Hangzhou Bank, and Dongpeng Beverage [1]. Industry Rankings - The pharmaceutical and biotechnology sector achieved a recommendation rate of 10.2%, reclaiming the top position, while the electronics sector fell to second place with a recommendation rate of 9.3% [3]. - The food and beverage sector ranked third with a recommendation rate of 6.58%, and the machinery equipment sector ranked fourth with a rate of 6.35% [3]. - The coal industry saw a significant increase in recommendation rate by 59.6%, while the transportation sector increased by 52.1%, indicating a positive outlook for these industries [3]. Declining Industry Interest - The retail trade sector experienced a notable decline in recommendation rate by 43.17%, attributed to renewed trade tensions and previous excessive price increases [4]. - The defense and military industry saw a decrease of 34.77%, mainly due to the easing of the Russia-Ukraine situation [4]. - The automotive sector's recommendation rate dropped by 30.99%, reflecting concerns over industry competition [4]. Performance of Brokerage Recommendations - In May, 30 out of 45 brokerage firms reported positive returns, with the top performers being Guoyuan Securities (6.28%) and Caitong Securities (5.93%) [5][6]. - As of May 30, 36 out of 45 brokerage firms had positive returns for the year, with 16 firms achieving returns close to or exceeding 10% [6]. Market Outlook - Analysts suggest that June will see continued improvement in returns and win rates, with a focus on large-cap growth stocks, although the market is expected to remain volatile [7]. - The market sentiment has been affected by fluctuating U.S. tariff policies and slow progress in U.S.-China trade negotiations, which are key factors influencing market risk appetite [7].

Group 1 - The company has entered into an agreement to sell tungsten bars for a total consideration of HKD 150 million, which will be settled through the issuance of 400 million shares at an issue price of HKD 0.375 per share [1] - Tungsten is a critical rare metal widely used in advanced industries such as semiconductors, aerospace, and renewable energy, with increasing demand for high-purity tungsten products [1] - The board believes that the market demand for tungsten will continue to grow strongly in the near future, and the sale of tungsten will diversify the company's mineral portfolio and enhance its resilience in the evolving global supply chain [1] Group 2 - The acquisition is seen as a good opportunity to expand the company's business activities into adjacent markets, leveraging the existing rare earth business [2] - The board believes that the acquisition will diversify the company's revenue sources and strengthen its supply chain, thereby improving overall performance [2] - The structure of the acquisition aligns the interests of the seller and the company, paving the way for potential strategic cooperation and improved operational efficiency through shared resources and customer networks [2]

Group 1: Export Control Measures - The National Export Control Work Coordination Mechanism Office has initiated a special action to combat the smuggling and illegal export of strategic minerals, which is crucial for national security and development interests [1] - Since the implementation of export controls on strategic minerals such as gallium, germanium, antimony, tungsten, and rare earths, there has been an increase in smuggling attempts by foreign entities and domestic illegal personnel [1] - The Ministry of Commerce and the General Administration of Customs announced export control measures on seven types of medium and heavy rare earths, which are seen as a counteraction to the tariffs imposed by the Trump administration [1][2] Group 2: Market Impact and Trends - The domestic supply of rare earths is increasingly reliant on quota allocation, with a reduction in mining and smelting quotas potentially tightening supply expectations and benefiting price increases in the industry [2] - Rare earths are critical strategic resources with applications in various sectors, including industrial manufacturing and defense, and the global supply is predominantly sourced from China [2] - Analysts predict that the restriction on exports will lead to a shortage in overseas markets, resulting in a potential increase in rare earth prices in the short term [2] Group 3: Company Performance - In Q1, listed companies in the rare earth industry reported significant revenue growth, with China Rare Earth achieving a revenue of 728 million yuan, a year-on-year increase of 141.32%, and a net profit of 72.62 million yuan, reversing a loss from the previous year [3] - Northern Rare Earth also showed impressive performance with a revenue of 9.287 billion yuan, a 61.19% increase year-on-year, and a net profit of 431 million yuan, marking a staggering 727.30% increase [3] Group 4: Industry Dynamics - MP Materials, a US-based rare earth company, has halted its export of rare earth concentrates to China due to trade conflicts, highlighting the challenges in establishing a complete domestic supply chain [4] - The supply chain for rare earths is expected to tighten, with a projected halt in US rare earth concentrate exports to China by 2025, while demand for humanoid robots is anticipated to surge [4] - Current rare earth prices are at a cyclical low, with expectations for price increases as supply dynamics shift [4] Group 5: Related Stocks - Kinglong Permanent Magnet (06680) is projected to produce 21,600 tons of neodymium-iron-boron magnets in 2024, a 42.40% increase, benefiting from new projects [5] - China Rare Earth (00769) reported a revenue of 757 million HKD for the year ending December 31, 2024, a 10.29% increase, despite a loss reduction of 47.68% [5] - China Aluminum (02600) is a leading player in the aluminum industry and holds a 23.94% stake in China Rare Earth [6]

4月4日，中国商务部会同海关总署发布关于对钐、钆、铽、镝、镥、钪、钇等7类中重稀土相关物项实 施出口管制措施的公告，并于发布之日起正式实施。此举被视为对特朗普政府对中国加征所谓"对等关 税"的反击。 稀土是17种金属元素的统称，是重要的战略资源，也是不可再生资源，被誉为现代工业的"维生素"，广 泛应用于工业制造、航空航天、国防军工等领域。中国限制出口的7种元素被归类为更为罕见的中重稀 土，且全球大部分的中重稀土供应都来自中国。 据《日经亚洲》(Nikkei Asia)报道，自中国4月4日宣布对7类中重稀土相关物项实施出口管制后，稀土金 属价格在数周内达到了创纪录的高位。截至5月1日，欧洲镝价已自4月初以来上涨两倍，达到每公斤850 美元(约6180.6元人民币)。铽价则从每公斤965美元(约7016.9元人民币)上涨至3000美元(约21814.1元人民 币)。 北方稀土和广晟有色一季度业绩表现也是惊人。北方稀土一季度实现营收92.87亿元，同比增长61.19%; 归母净利润4.31亿元，同比激增727.30%;扣非净利润4.35亿元，同比增幅高达11622.98%。广晟有色一季 度实现营收15.06亿元，同 ...