很多朋友问我："现在能不能追？"我的建议是，中长线投资者别盯着单日涨停慌。如果之前没进场，现在再冲进去，很容易"追高站岗"，不如等回调到之前 的合理估值区间，再用我这"三筛铁律"重新过一遍——只要估值没虚高、基本面没坏、风口没散，再考虑也不迟；如果已经持有的，就别被短期波动带偏， 多看看下游需求、公司业绩这些"长期信号"，只要核心逻辑没变，就不用急着卖。 我做投资这么多年，从财经记者到大家愿意叫我"帮主"，一直信奉"不赌短期、不追热点"，靠的就是这估值、基本面、风口三筛。后续北方稀土和包钢股份 的动态，我也会持续盯着，有新的变化，再跟大家慢慢聊。 需要我针对这两只股票后续的估值跟踪节点，整理一份简单的观察清单吗？这样你后续看盘时，能更清晰地对照"选股铁律"判断走势。 再到第二筛：基本面筛。这也是我做20年财经记者最看重的——公司"底子硬不硬"。北方稀土不用多说，是稀土行业的龙头，手里握着核心的稀土资源，下 游新能源车、风电这些行业对稀土的需求一直没断过，业绩稳得很；包钢股份更有意思，它不光有钢铁业务托底，还握着稀土矿，跟北方稀土是"深度绑 定"的关系，相当于"手里有矿，心里不慌"。俩公司的基本面都没"爆雷点" ...

Group 1: Market Overview - A-shares opened significantly lower due to volatility in the external market, but technology stocks showed resilience, with the Sci-Tech 50 index briefly turning positive [1] - Over 4600 stocks declined, while trading volume remained stable [1] Group 2: Rare Earth Sector - Rare earth permanent magnet stocks surged, with the sector index rising over 4%, reaching a 15-year high, just shy of its historical peak [2] - Baotou Steel and Northern Rare Earth announced a price increase for rare earth concentrate, raising the price to 26,205 yuan/ton (excluding tax), a 37% increase [4] - Northern Rare Earth projected a net profit of 1.51 billion to 1.57 billion yuan for the first three quarters, an increase of 272.54% to 287.34% year-on-year [4] - Jinli Permanent Magnet also forecasted a net profit of 505 million to 550 million yuan for the first three quarters, a year-on-year increase of 157% to 179% [5] - The demand for high-performance neodymium-iron-boron magnets is expected to grow significantly due to the rapid adoption of electric vehicles and advancements in humanoid robots [5] Group 3: Seed Industry - The seed industry index opened strongly, rising nearly 7%, with several companies like Qiule Seed and Kangnong Seed seeing significant gains [6] - The Chinese government has increased its focus on the seed industry, implementing various policies to enhance agricultural productivity and seed quality [8] - The market share of the top three seed companies in China is only 10%, compared to 52% globally, indicating significant growth potential [8] - The seed market in China is projected to reach 73.2 billion yuan by 2025, with a compound annual growth rate of 5.8% [8] - The revitalization of the seed industry is seen as crucial for advancing agricultural productivity and breaking through existing limitations [9]

10月13日，A股三大指数早盘下跌，截至午盘，上证指数跌1.3%，深证成指跌2.56%，创业板指跌3%。沪深北三市半日成交 15907亿元，较上日缩量654亿元。 板块题材方面，稀土永磁、贵金属、光刻机、转基因、军工装备、半导体板块涨幅居前。稀土永磁板块逆势大涨，包钢股份 等股涨停；军工装备板块低开高走，长城军工涨停；可控核聚变板块走强，合锻智能走出10天6板。 两大稀土巨头再次提价 可控核聚变板块走强 合锻智能10天6板 10月13日早间开盘，可控核聚变板块走强，合锻智能再度涨停迎4连板，也是10个交易日内的第6个涨停板。安泰科技3连 板，中洲特材、中国核建跟涨。 近期，核聚变激起资本市场热情。10月10日，可控核聚变指数创下历史新高。自去年"9·24"行情以来，核聚变指数累计大涨 超120%。 稀土股逆势上涨 10月13日上午，A股市场稀土股逆势上涨。截至午间收盘，银河磁体、新莱福"20cm"涨停，惠城环保涨超19%，包钢股份、 北矿科技等纷纷涨停，北方稀土大涨超9%。 | 序号 | 代码 | 名称 | ● | 最新 | 涨幅% 7 | 涨跌 | 成交量 | | --- | --- | --- | --- ...

Group 1: Rare Earth Permanent Magnet Sector - The rare earth permanent magnet sector showed strong performance, with leading stocks Baogang Co. and Northern Rare Earth hitting the daily limit and rising by 9.03% respectively [1] - The sector saw significant gains, with stocks like Jiuling Technology, Galaxy Magnetics, and Xinlaifu leading in percentage increases [2] - Northern Rare Earth announced an adjustment in the trading price of rare earth concentrate for Q4 2025 to 26,205 yuan/ton, a 37.13% increase compared to the previous period [3] Group 2: Financial Performance Forecasts - Northern Rare Earth expects a net profit of 1.51 billion to 1.57 billion yuan for the first three quarters of 2025, representing a year-on-year increase of 272.54% to 287.34% [4] - Other companies like Yuyuan New Materials and Jinli Permanent Magnet also forecast significant profit increases, with Yuyuan expecting a net profit of 230 million to 260 million yuan, a growth of 101% to 127% year-on-year [4] - Jinli Permanent Magnet anticipates a net profit of 505 million to 550 million yuan for the first three quarters, reflecting a year-on-year increase of 157% to 179% [4] Group 3: Semiconductor Industry Performance - The semiconductor sector was active, with stocks like Huahong Semiconductor and Huada Jiutian experiencing significant gains [1] - The market is reacting positively to news regarding margin adjustments for stocks including SMIC, which will see their margin rates increased from 0% to between 30% and 70% [8] - The upcoming 2025 Bay Area Semiconductor Chip Exhibition is expected to attract attention, scheduled for October 15-17 in Shenzhen [8] Group 4: Market Trends and Projections - According to CITIC Securities, the supply-demand dynamics in the rare earth sector are improving, with expectations for continued performance growth driven by industries like electric vehicles and wind power [5] - The global demand for neodymium-iron-boron is projected to reach 329,000 tons by 2027, with a compound annual growth rate of 13% from 2024 to 2027 [5] - The rare earth industry is expected to see sequential performance improvements in Q3 and Q4 of this year due to traditional demand peaks [5]

Core Viewpoint - A-shares opened significantly lower due to external market volatility, but technology stocks showed resilience, with the ChiNext 50 index briefly turning positive [1] Group 1: Market Performance - Over 4,600 stocks declined, but trading volume remained stable [1] - The defense equipment, seed industry, rare earth permanent magnet, and photolithography sectors saw the largest gains, while consumer electronics, plastics, medical services, and engineering machinery sectors experienced the most significant declines [2] Group 2: Rare Earth Sector - Rare earth permanent magnet stocks surged, with the sector index rising over 4%, reaching a 15-year high, just shy of its historical peak [3] - Baotou Steel and Northern Rare Earth announced a price increase for rare earth concentrate to 26,205 yuan/ton (excluding tax) for Q4 2025, a 37% increase from the previous quarter [3] - Northern Rare Earth projected a net profit of 1.51 billion to 1.57 billion yuan for the first three quarters, an increase of 1.11 billion to 1.17 billion yuan year-on-year, representing a growth of 272.54% to 287.34% [3] - Jinli Permanent Magnet also forecasted a net profit of 505 million to 550 million yuan for the first three quarters, a year-on-year increase of 157% to 179% [3][4] Group 3: Seed Industry - The seed industry index opened strongly, rising nearly 7%, with significant trading volume within minutes of opening [5] - The 17th China International Seed Industry Expo showcased breakthroughs in high-yield soybean varieties and AI-enabled breeding systems [5] - China's seed industry is fragmented, with the top three companies holding only 10% of the market share, compared to 52% in the global market [5][6] - The seed market in China is projected to reach 73.2 billion yuan by 2025, with a compound annual growth rate of 5.8%, indicating substantial growth potential [6]

Group 1: Rare Earth Permanent Magnet Sector - The rare earth permanent magnet sector saw significant gains, with leading stocks such as Baogang Co. (600010) hitting the daily limit and Northern Rare Earth (600111) rising by 9.03% [1][2] - Key stocks in the sector included JiuLing Technology, Galaxy Magnet (300127), and XinLaiFu (301323), which experienced substantial price increases [2][3] - Northern Rare Earth announced an adjustment in the trading price of rare earth concentrate for Q4 2025 to 26,205 CNY/ton (dry weight, REO=50%), reflecting a 37.13% increase compared to the previous period [4][5] Group 2: Financial Performance and Projections - Northern Rare Earth projected a net profit of 1.51 billion to 1.57 billion CNY for the first three quarters of 2025, representing a year-on-year increase of 272.54% to 287.34% [5] - Other companies like Yuyuan New Materials (600206) and Jinli Permanent Magnet (300748) also forecasted significant profit increases, with Jinli expecting a net profit of 505 million to 550 million CNY, a growth of 157% to 179% [5] - The overall performance of the rare earth sector is expected to improve due to favorable supply-demand dynamics, particularly driven by industries such as electric vehicles and wind power [6] Group 3: Semiconductor Sector - The semiconductor industry showed strong performance, with key stocks like Huahong Semiconductor and Huada Jiutian experiencing notable increases [1][7] - The market is reacting positively to recent adjustments in margin trading rates for stocks including SMIC, which may enhance liquidity and investor interest [10] - Upcoming events such as the 2025 Bay Area Semiconductor Chip Exhibition are anticipated to further stimulate market activity [10]

记者 | 金珊 赵阳 编辑 | 曾静娇 梁明 10月13日，市场震荡回升，三大指数跌幅收窄。截至午间收盘，沪指跌1.30%，深成指跌 2.56%，创业板指跌3%。全市场半日成交额1.59万亿。板块方面，稀土永磁、半导体等板块涨 幅居前，机器人、消费电子等板块跌幅居前。 | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3846.25 | 13013.34 | 1470.23 | | -50.78 -1.30% -342.08 -2.56% -36.68 -2.43% | | | | 科创50 | 创业板指 | 万得全A | | 1446.41 | 3019.81 | 6216.23 | | -6.27 -0.43% -93.46 -3.00% -110.17 -1.74% | | | | 沪深300 | 中证500 | 中证A500 | | 4535.76 | 7262.46 | 5473.31 | | -81.08 -1.76% -135.77 -1.84% -104.34 -1.87% | | | | 中证1000 | 深证100 | 中证红利 | | 7405.5 ...

2025.10. 13 本文字数：1562，阅读时长大约2分钟 作者 | 一财 阿驴 11:31 A股午盘｜沪指跌1.3% 沪指跌1.30%，深成指跌2.56%，创业板指跌3%。 盘面上，稀土永磁、光刻机、操作系统板块集体大涨，军工、小金属、锂电池概念局部活跃；消费电 子、机器人、CRO概念跌幅居前，有色铜明显回调。 | 板块名称 | 深幅带 | 涨速 | 涨停数 | | --- | --- | --- | --- | | 稀土永磁 | +5.22% | -0.07% | | | 金属新材料 | +3.39% | -0.10% | 1 | | 兵装重组概念 | +3.12% | +0.07% | - | | 贵金属 | +2.18% | +0.39% | | | 转基因 | +1.81% | +0.12% | | | 小金属 | +0.96% | -0.14% | = | | 2025三季报预增 | +0.96% | -0.02% | - | | 玉米 | +0.95% | +0.06% | . | | 军工装备 | +0.85% | -0.07% | r | | ) 大豆 | +0.85% | +0.08% ...

10月13日，A股早盘低开后宽幅震荡，市场逾4500股飘绿，截至午间收盘，沪指跌1.30%，深成指跌 2.56%，创业板指跌3.00%。 值得关注的是，据券商中国报道，市场释放出三大信号： 焦点个股方面，上纬新材20%跌停，该股年内累计涨幅近19倍。公司公告称，截至目前，未来36个月 内，智元创新不存在通过上市公司借壳上市的计划或安排。 特朗普威胁卷土重来，此次事件是否会引发股市重演4月行情？华西证券认为，短期中美贸易摩擦升温 难免导致资本市场波动率放大，本次冲击的影响或远低于今年4月水平，反关税、自主可控和稳定类资 产或阶段性占优。 热门板块 1、稀土板块走强 稀土永磁板块逆势走强，北方稀土涨超9%，包钢股份、银河磁体、新莱福、北矿科技等多股涨停。 点评：消息面上，包钢股份、北方稀土10月10日晚间发布公告称，上调2025年第四季度稀土精矿关联交 易价格。华泰证券表示，重视稀土战略地位，看好价格上行。预期2025年—2026年稀土价格中枢有望持 续上行。此外，在"逆全球化"背景下，稀土的战略意义愈发凸显。 2、半导体产业链回升 半导体产业链探底回升，晶圆代工、先进封装等方向拉升，华虹公司涨近14%，灿芯股份 ...

格隆汇10月13日｜稀土板块大爆发，银河磁体20CM涨停，包钢股份、北方稀土涨超8%，带动稀土ETF 易方达(159715)涨4.18%，年内涨86.94%，位居ETF涨幅榜前列。 稀土ETF易方达(159715)紧密跟踪稀土产业指数，权重股包括北方稀土、卧龙电驱、领益智造、中国稀 土、盛和资源、金风科技、包钢股份、格林美、厦门钨业、中国铝业。 稀土板块大涨，消息面上： 1.商务部发布公告，分别对部分中重稀土及其相关物、部分稀土设备和原辅料相关物以及稀土相关技术 实施出口管制。 2.两大稀土巨头再次提价。北方稀土与包钢股份上调稀土价格， 此次上调后，稀土精矿价格环比上涨 37%，创下自2023年第二季度以来的最高值。 3.北方稀土业绩亮眼，北方稀土预计前三季度净利润15.1亿元到15.7亿元，同比增加272.54%到 287.34%。 光大证券表示，稀土供给受到技术出口管制的进一步制约，需求出口具备韧性，未来亦有新增长点；估 值方面，稀土受益于其本身作为资源以及战略金属的价值拉动，持续看多稀土永磁板块。 ...