流动性方面，稀土ETF嘉实盘中换手2.78%，成交1.15亿元。拉长时间看，截至8月1日，稀土ETF嘉实近1周日均成交3.57亿元，居可比基金第一。 规模方面，稀土ETF嘉实近1周规模增长1.38亿元，实现显著增长，新增规模位居可比基金第一。份额方面，稀土ETF嘉实近1周份额增长2.94亿份，实现显 著增长，新增份额位居可比基金第一。 资金流入方面，拉长时间看，稀土ETF嘉实近5个交易日内有4日资金净流入，合计"吸金"5.75亿元。 截至8月1日，稀土ETF嘉实近1年净值上涨62.04%，指数股票型基金排名153/2944，居于前5.20%。从收益能力看，截至2025年8月1日，稀土ETF嘉实自成立 以来，最高单月回报为41.25%，最长连涨月数为4个月，最长连涨涨幅为83.89%，上涨月份平均收益率为10.02%。 数据显示，截至2025年7月31日，中证稀土产业指数前十大权重股分别为北方稀土、包钢股份、中国稀土、盛和资源、卧龙电驱、中国铝业、领益智造、格 林美、厦门钨业、金风科技，前十大权重股合计占比59.32%。 截至2025年8月4日 11:07，中证稀土产业指数上涨0.01%，成分股湘电股份上涨3. ...

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - The copper market shows a steady upward trend in demand, with a focus on observing global inventory levels and U.S. demand recovery [13] - The aluminum sector is stabilizing at the bottom, facing seasonal pressures and production adjustments [15] - Precious metals, particularly gold, are gaining attractiveness as a safe haven due to geopolitical tensions and economic uncertainties [16] - The rare earth sector is expected to see price increases due to supply constraints and policy changes, benefiting leading state-owned enterprises [32] - The antimony market is stabilizing with expectations of price recovery driven by export improvements and domestic production cuts [34] - Molybdenum prices are on the rise due to supply disruptions and increasing demand from the steel industry [35] - Tin prices are under slight pressure but supported by strong inventory levels and demand recovery in related sectors [36] Summary by Sections 1. Base and Precious Metals Market Overview - Copper prices decreased by 1.66% to $9,633.00 per ton on LME, with domestic inventory down 0.1 thousand tons to 11.93 thousand tons [1] - Aluminum prices fell by 2.26% to $2,571.50 per ton on LME, with domestic electrolytic aluminum inventory increasing [2] - Gold prices increased by 3.08% to $3,416.00 per ounce, driven by geopolitical tensions and economic concerns [3] 2. Base and Precious Metals Fundamental Updates 2.1 Copper - The copper processing fee index rose to -$42.09 per ton, with downstream demand showing weakness [1] 2.2 Aluminum - Domestic aluminum processing rates slightly decreased, with expectations of continued weak performance [2] 2.3 Precious Metals - Gold's appeal as a safe haven is increasing amid global trade tensions and geopolitical conflicts [3] 3. Minor Metals and Rare Earth Market Overview - Rare earth prices are expected to rise due to supply constraints and policy changes, with strategic resources needing re-evaluation [32] - Antimony prices are anticipated to recover due to improved export expectations and domestic production cuts [34] - Molybdenum prices are increasing due to supply disruptions and strong demand from the steel sector [35] 4. Minor Metals and Rare Earth Fundamental Updates 4.1 Rare Earth - Prices for praseodymium-neodymium oxide rose by 7.23% to 513,200 yuan per ton, with supply tightening expected [33] 4.2 Antimony - Antimony ingot prices remain stable, with expectations of recovery driven by export improvements [34] 4.3 Molybdenum - Molybdenum prices increased by 8.02% to 4,310 yuan per ton, with supply disruptions impacting the market [35] 4.4 Tin - Tin prices decreased by 2.69% to 264,100 yuan per ton, but strong inventory levels provide support [36]

Core Viewpoint - The successful application of the special steel Q690C developed by Baogang Group in the construction of the Haitai Yangtze River Tunnel marks a significant advancement in high-end special steel materials and demonstrates the company's technical strength in supporting major national projects [1][5]. Group 1 - Baogang Group has provided all the steel for the tunnel's embedded components, showcasing its capability in delivering ultra-high strength and toughness materials for this major engineering project [1][3]. - The Q690C material used in the tunnel represents an innovative shift from traditional carbon steel or low-alloy steel, offering superior low-temperature toughness, high strength, fatigue resistance, impact resistance, corrosion resistance, and weldability [3][5]. - The company quickly mobilized a collaborative mechanism among various departments to meet the high demands of this challenging order, successfully rolling out over 3,000 tons of Q690C special steel for the tunnel [3][5]. Group 2 - The successful application of Q690C in the Haitai Yangtze River Tunnel not only signifies a major breakthrough for Baogang Group in the high-end special steel sector but also highlights its commitment to national strategic projects [5]. - The company aims to continuously drive product upgrades and iterations through new production capabilities, positioning "Baogang manufacturing" as a robust support for major national engineering projects [5].

融券方面，当日融券卖出14.67万股，净买入21.26万股。 最近三个交易日，30日-1日，包钢股份分别获融资买入15.22亿元、7.84亿元、5.00亿元。 8月1日，沪深两融数据显示，包钢股份获融资买入额5.00亿元，居两市第22位，当日融资偿还额5.86亿 元，净卖出8594.08万元。 ...

Market Overview - The Shanghai Composite Index fell by 0.37% on August 1, with 14 industries rising, led by Environmental Protection and Media, which increased by 0.88% and 0.82% respectively. The industries with the largest declines were Oil & Petrochemicals and Defense & Military, down by 1.79% and 1.47% respectively [1] Capital Flow Analysis - The main capital outflow from the two markets was 34.062 billion yuan, with 7 industries experiencing net inflows. The Banking sector had the highest net inflow of 1.847 billion yuan, rising by 0.22%, followed by the Power Equipment sector, which increased by 0.54% with a net inflow of 1.263 billion yuan [1] - A total of 24 industries saw net outflows, with the Electronics sector leading with a net outflow of 9.177 billion yuan, followed by the Communications sector with a net outflow of 3.962 billion yuan. Other sectors with significant outflows included Non-Bank Financials, Computers, and Nonferrous Metals [1] Steel Industry Performance - The Steel industry declined by 1.26% with a net outflow of 444.2 million yuan. Out of 44 stocks in this sector, 15 rose while 28 fell. There were 24 stocks with net inflows, with 9 stocks receiving over 10 million yuan in net inflows. The top stock for net inflow was Shagang Group, with 93.5272 million yuan, followed by Xining Special Steel and New Steel with net inflows of 91.9055 million yuan and 32.6323 million yuan respectively [2][3] - The stocks with the largest net outflows included Baogang Group, Hangang Group, and Bayi Iron & Steel, with net outflows of 478.067 million yuan, 182.34 million yuan, and 27.593 million yuan respectively [2][3] Individual Stock Performance - The top stocks in terms of capital flow in the Steel industry included: - Shagang Group: +7.39%, net inflow of 93.5272 million yuan - Xining Special Steel: +3.14%, net inflow of 91.9055 million yuan - New Steel: -2.53%, net inflow of 32.6323 million yuan - Baogang Group: -5.95%, net outflow of 478.8067 million yuan - Hangang Group: -2.34%, net outflow of 182.348 million yuan [3][4]

每经AI快讯，有投资者在投资者互动平台提问：你好，中国铁物和包钢股份有战略合作吗？ 中国铁物（000927.SZ）8月1日在投资者互动平台表示，公司与包钢股份有业务合作。 （记者 张明双） ...

Group 1 - The main focus of the article is on the significant outflow of capital from specific stocks as of August 1, with a detailed list of the top 20 stocks experiencing the largest capital outflows [1] - The stock with the highest capital outflow is Xinyi Semiconductor, with an outflow of 1.468 billion [1] - Other notable stocks with substantial outflows include Northern Rare Earth (1.250 billion), Tianfeng Securities (1.207 billion), and WuXi AppTec (0.896 billion) [1] Group 2 - The total capital outflows from the top 20 stocks indicate a trend of investors pulling back from these companies, which may reflect broader market sentiments [1] - The data highlights a diverse range of sectors affected, including technology, materials, and finance, suggesting a widespread concern among investors [1] - The cumulative outflow from these stocks could impact their market performance and investor confidence moving forward [1]

Group 1 - The main focus of the article is on the significant outflow of capital from the top 20 stocks as of August 1, with notable amounts withdrawn from various companies [1] - The stock with the highest capital outflow is Northern Rare Earth, with a withdrawal of 878 million yuan [1] - Other companies experiencing substantial outflows include Xinyi Technology (-872 million yuan), Tianfeng Securities (-628 million yuan), and Inspur Information (-558 million yuan) [1][1][1] Group 2 - The total outflows from the top 20 stocks indicate a trend of capital withdrawal from the market, which may reflect investor sentiment and market conditions [1] - The data highlights a diverse range of sectors affected, including technology, finance, and materials, suggesting a broad market impact [1][1] - The article provides a detailed list of the top 20 stocks with their respective outflow amounts, which can be useful for investors analyzing market trends [1]

金融界2025年8月1日消息，国家知识产权局信息显示，包头钢铁（集团）有限责任公司申请一项名 为"一种以微观参数为核心的焦炭评价方法"的专利，公开号CN120404469A，申请日期为2025年04月。 专利摘要显示，本发明公开了一种以微观参数为核心的焦炭评价方法，包括：将冶金焦炭质量性能检测 指标水分、灰分、挥发分、硫份；抗碎强度、耐磨强度；热反应性、热反应后强度宏观指标划分为三个 维度，从宏观上评价冶金焦碳性能；分析冶金焦炭气孔结构；分析冶金焦炭微晶结构；结合冶金焦碳气 孔结构和微晶结构开展焦炭微观性能研究；对使用冶金焦炭的高炉经济技术参数分析；构建以宏观指标 为基础，微观指标为核心，高炉冶炼需求为特征的立体冶金焦炭评价方法。本发明有效解决了焦炭评价 的指标不能对高炉的生产形成强有力的指导作用，别是在高炉中的应用过程中，一些宏观指标性能很 好，但高炉生产过程中却反映不是很好的普遍性问题。 天眼查资料显示，包头钢铁（集团）有限责任公司，成立于1998年，位于包头市，是一家以从事黑色金 属冶炼和压延加工业为主的企业。企业注册资本1677002.7952万人民币。通过天眼查大数据分析，包头 钢铁（集团）有限责任 ...

8月1日，稀土指数盘中跌幅超2%，包钢股份、盛和资源、北方稀土、中国稀土、广晟有色跌幅靠前。 （文章来源：每日经济新闻） ...