稀土永磁概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 600111 | 北方稀 土 | 9.00 | 11.66 | 155351.22 | 9.93 | | 600010 | 包钢股 份 | 10.04 | 8.58 | 144262.41 | 21.96 | | 000831 | 中国稀 土 | 6.13 | 12.67 | 49907.92 | 8.85 | | 600259 | 广晟有 色 | 9.99 | 12.71 | 43052.85 | 16.23 | | 000970 | 中科三 环 | 10.03 | 4.95 | 31227.11 | 37.98 | | 600366 | 宁波韵 升 | 6.74 | 17.73 | 29070.06 | 12.57 | | 300748 | 金力永 | 9.94 | 11.43 | 23849.20 | 6.50 | | --- | --- | ...

今日盘间，稀土永磁概念迎来暴涨，相关指数（884086.WI）涨幅超4.5%。稀土ETF（159713）低 开高走，盘中一度上涨4.70%，截至发稿，涨幅为3.37%，实现六连阳，区间涨幅超12%，近20日涨幅近 23%。 消息面上，由我国科研团队主导发现的"钕黄河矿"正式获得国际矿物学认证，这一突破为稀土资源 战略开发提供了全新路径。稀土作为现代工业核心战略资源，在高端制造领域具有不可替代性。 （责任编辑：董萍萍 ） 业内机构指出，我国在稀土全产业链环节均占据全球大部分市场份额，稀土精矿产量、稀土冶炼分 离产量、稀土永磁产量在全球的市场份额分别达到69%、92%、90%。同时，工信部将实施十大重点行 业稳增长工作方案，有望带动稀土行业的供需两端协同发力，提振行业估值修复。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 根据稀土板块企业披露的2025年半年度业绩预告，多数公司录得同比大幅增长，稀土量价齐 ...

Group 1 - The main capital inflow is observed in the non-ferrous metals, non-bank financials, and securities sectors, with a net inflow exceeding 6 billion yuan in the non-ferrous metals sector [1] - Baotou Steel shares hit the daily limit, with a net capital inflow of 1.512 billion yuan, leading the market [1] - Major net outflows were noted in the machinery, construction, and basic chemicals sectors, with China Power Construction facing a net sell-off exceeding 2.6 billion yuan [1] Group 2 - Northern Rare Earth, Dongfang Wealth, and Tianqi Lithium also saw significant net capital inflows [1] - High Energy Mining, China Energy Construction, and China Railway Construction experienced the largest net capital outflows [1]

7月24日，稀土永磁概念早盘走强，北方稀土开盘后快速拉升，中科三环9:38封住涨停，金力永磁、银河磁体、宁波韵 升等多只个股跟涨。 中金公司在研报中指出，2025年至2027年全球氧化镨钕供需缺口为28吨、1525吨、1018吨，占需求比例为0.02%、 1.24%、0.78%，全球氧化镨钕供需有望持续偏紧，稀土价格有望温和上涨。 政策利好持续释放 近日，国家安全部最新表态强调，将进一步加强稀土等战略性矿产资源的安全管理。这一表态与《稀土管理条例》形 成政策组合拳，强化了市场对行业规范发展的预期。这些利好政策为相关企业带来了巨大的发展机遇。 此外，我国在稀土价格调控方面也采取了更为市场化的手段。通过完善稀土产品储备制度、规范开采秩序等措施，既 避免了价格剧烈波动，又保障了企业的合理利润空间。这种政策环境为稀土行业的可持续发展创造了有利条件。 需要说明的是，稀土永磁材料作为现代工业的"工业维生素"，在新能源汽车、风力发电、机器人、航空航天等高端制 造领域具有不可替代性。根据中研普华产业研究院的数据，2025年全球稀土永磁市场规模将突破249.50亿美元，中国以 全球90%以上的产量占据绝对主导地位。这一产业不仅 ...

Group 1: Stock Performance Related to Hainan - Multiple stocks related to Hainan have shown significant price increases, with stocks like 康芝药业 (20.00% increase) and 海峡股份 (9.99% increase) making notable gains due to their association with Hainan's economic initiatives [2][3] - Stocks such as 海汽集团 and 海南高速 also recorded first boards with increases of 10.01% and 10.01% respectively, driven by Hainan's focus on tourism and infrastructure [2][3] Group 2: Super Water Power Project - The announcement of a 1.2 trillion yuan investment in a super water power project has led to a surge in related stocks, with 西藏天路 and 保利联合 both achieving 10.04% increases [4][5][7] - The project is expected to stimulate growth in the engineering and construction sectors, benefiting companies involved in these industries [12][23] Group 3: Rare Earth Permanent Magnet Market - According to 中金公司, the global supply-demand gap for rare earth oxides is projected to remain tight from 2025 to 2027, which may lead to a moderate increase in rare earth prices [8] - Stocks like 中科三环 and 包钢股份 have responded positively, with increases of 10.03% and 10.04% respectively, reflecting investor sentiment towards the rare earth sector [9][11] Group 4: Lithium Battery Sector - The lithium battery sector is experiencing growth, with stocks like 永杉锂业 and 西藏矿业 both achieving 10.02% increases, driven by rising lithium carbonate prices [16] - The demand for lithium batteries is expected to continue growing, supported by advancements in electric vehicles and renewable energy [16] Group 5: Robotics Industry - The robotics sector is seeing renewed interest, with stocks like 长青科技 increasing by 10.00% as positive changes in the domestic and international robotics supply chain emerge [17][18] - The sentiment in the human-shaped robot segment is improving, indicating potential for future growth in this industry [17] Group 6: Semiconductor Equipment Market - SEMI predicts that global semiconductor manufacturing equipment sales will reach a record $125.5 billion by 2025, indicating a 7.4% year-on-year growth [25] - Stocks such as 东方嘉盛 and 中颖电子 have shown positive performance, with increases of 10.03% and 16.53% respectively, reflecting optimism in the semiconductor sector [26]

Summary of Key Points Core Viewpoint - As of July 23, the total market financing balance reached 1.92 trillion yuan, marking an increase of 2.6 billion yuan from the previous trading day, with a continuous rise over three consecutive trading days [1]. Financing Balances - The financing balance for the Shanghai Stock Exchange was 970.69 billion yuan, up by 1.12 billion yuan; for the Shenzhen Stock Exchange, it was 945.40 billion yuan, an increase of 1.53 billion yuan; and for the Beijing Stock Exchange, it stood at 6.19 billion yuan, rising by 11.38 million yuan [1]. Individual Stock Performance - On July 23, 1,841 stocks received net financing purchases, with 509 stocks having net purchases exceeding 10 million yuan. The top net purchase was for TBEA Co., Ltd. at 320 million yuan, followed by Shenghe Resources and Baosteel at 287 million yuan and 278 million yuan, respectively [1][2]. Industry Analysis - The industries with the highest concentration of stocks receiving net financing purchases over 100 million yuan included construction decoration, electrical equipment, and non-ferrous metals, with 4, 3, and 3 stocks respectively [1]. Stock Market Distribution - Among the stocks with significant net purchases, 27 were from the main board and 3 from the ChiNext board [1]. Financing Balance to Market Value Ratio - The average ratio of financing balance to circulating market value for the stocks with large net purchases was 3.80%. Jianghuai Automobile had the highest ratio at 9.33%, followed by Dongfang Zirconium, Zhina Compass, and Tianfeng Securities with ratios of 7.16%, 6.48%, and 6.13% respectively [2][3].

A股钢铁板块盘初走低，盛德鑫泰跌超11%，八一钢铁跌超6%，柳钢股份跌超4%，友发集团、包钢股 份、大中矿业跟跌。 ...

Market Overview - The two markets experienced a net outflow of 25.747 billion yuan, with 1,736 stocks seeing net inflows and 3,104 stocks seeing net outflows [1] - The Shanghai Composite Index closed up 0.01% [1] Industry Performance - Nine industries saw net inflows, with the non-bank financial sector leading at 2.751 billion yuan, followed by steel with a net inflow of 0.552 billion yuan [1] - The non-bank financial index rose by 1.29%, while the steel sector saw a slight decline of 0.01% [1] - A total of 22 industries experienced net outflows, with the power equipment sector leading at 6.159 billion yuan, followed by defense and military at 3.571 billion yuan [1] Individual Stock Performance - 20 stocks had net inflows exceeding 0.2 billion yuan, with Dongfang Caifu leading at 1.148 billion yuan [2] - Other notable stocks with significant inflows include Xue Ren Group (0.718 billion yuan) and Baogang Co. (0.701 billion yuan) [2] - Stocks with the highest net outflows included China Energy Construction (1.195 billion yuan), followed by Dongfang Electric (0.949 billion yuan) and Huaxin Cement (0.649 billion yuan) [2] Stock Price Movements - Stocks with net inflows over 0.2 billion yuan saw an average increase of 22.58%, outperforming the Shanghai Composite Index [2] - Notable gainers included China Electric Power Construction and Zhongyuan Ocean Science, which closed at their daily limit [2] Detailed Stock Data Top Net Inflows | Code | Name | Closing Price (Yuan) | Change (%) | Net Inflow (Billion Yuan) | Industry | |------|--------------|----------------------|------------|---------------------------|----------------| | 300059 | Dongfang Caifu | 23.71 | 0.72 | 1.148 | Non-bank Financial | | 002639 | Xue Ren Group | 11.44 | 10.00 | 0.718 | Machinery | | 600010 | Baogang Co. | 2.29 | 4.57 | 0.701 | Steel | | 002670 | Guosheng Jinkong | 15.38 | 4.98 | 0.689 | Non-bank Financial | | 600030 | CITIC Securities | 29.78 | 2.94 | 0.511 | Non-bank Financial | [3][4] Top Net Outflows | Code | Name | Closing Price (Yuan) | Change (%) | Net Outflow (Billion Yuan) | Industry | |------|--------------------|----------------------|------------|-----------------------------|----------------| | 601868 | China Energy Construction | 2.90 | 3.20 | -1.195 | Construction | | 600875 | Dongfang Electric | 23.74 | 10.01 | -0.949 | Power Equipment | | 600801 | Huaxin Cement | 17.44 | 10.03 | -0.649 | Building Materials | | 603300 | Hainan Huatie | 11.68 | 1.04 | -0.596 | Non-bank Financial | | 601606 | Great Wall Military | 29.66 | -7.86 | -0.580 | Defense | [5]

Core Viewpoint - The rare earth industry is experiencing a significant upward trend, with the China Rare Earth Industry Index showing strong performance and notable increases in key stocks and ETFs [1][4]. Group 1: Market Performance - As of July 23, 2025, the China Rare Earth Industry Index rose by 1.11%, with key stocks such as Steel Tianyuan increasing by 7.54% and Baotou Steel rising by 6.39% [1]. - The rare earth ETF, Jiashi (516150), has seen a 0.81% increase, marking its fifth consecutive rise, and has accumulated an 8.24% increase over the past week [1][4]. - The Jiashi rare earth ETF's trading volume reached 2.83 billion yuan, with a turnover rate of 8.79% [4]. Group 2: Fund Performance - The Jiashi rare earth ETF has achieved a new high in scale, reaching 3.207 billion yuan, ranking first among comparable funds [4]. - Over the past week, the Jiashi rare earth ETF has seen a significant increase in shares, growing by 11.3 million shares, also ranking first among comparable funds [4]. - The fund has recorded a net inflow of 55.1375 million yuan, with four out of the last five trading days showing positive net inflows totaling 206 million yuan [4]. Group 3: Price Trends - The domestic rare earth price index has fluctuated between 155 and 180 points from early 2024 to mid-2025, but has recently surpassed 192 points, reaching a new high since early 2024 [5]. - The price increase is attributed to refined control measures and a renewed focus on overseas exports, indicating a clear upward trend in rare earth prices [5]. - Analysts expect that the upcoming peak consumption season will lead to increased raw material procurement and inventory replenishment, further solidifying price support [5]. Group 4: Key Stocks - As of June 30, 2025, the top ten weighted stocks in the China Rare Earth Industry Index accounted for 55.58% of the index, with Northern Rare Earth and China Rare Earth being the top two [5][7]. - The performance of key stocks includes Northern Rare Earth with a 3.17% increase and Baotou Steel with a 6.39% increase, while China Aluminum and Green Beauty saw slight declines [7].

Group 1 - The main focus of the news is the significant net inflow of funds into the steel sector, particularly Baosteel Co., which saw a net purchase of 570 million yuan, leading the market [1][3] - Other sectors that experienced net inflows include pharmaceuticals, securities, and banking, while mechanical equipment, new energy, and defense industries faced substantial outflows [1][2] - Baosteel Co. ranked first in net inflow among individual stocks, followed by N Shanda and Xue Ren Group, indicating strong investor interest in these companies [3] Group 2 - The mechanical equipment sector had the highest net outflow, totaling 5.43 billion yuan, reflecting a negative sentiment towards this industry [2] - The new energy sector also faced a significant outflow of 5.26 billion yuan, indicating potential challenges or concerns within this market [2] - In terms of individual stocks, Hainan Huatie experienced the largest net outflow of 536 million yuan, suggesting a lack of confidence from investors [4]