证券日报网讯 2月12日，北方稀土在互动平台回答投资者提问时表示，目前公司主要致力于稀土元素的 研究、生产和应用。稀土产品价格上涨主要受市场供需关系、市场预期等多方面因素影响，稀土产品价 格平稳有序的在合理区间内波动，更有利于公司的高质量发展及稀土产业链上下游的可持续发展。公司 目前还未考虑金银等业务。 （编辑 丛可心） ...

证券日报网讯 2月12日，北方稀土在互动平台回答投资者提问时表示，公司控股股东包钢（集团）公司 拥有白云鄂博矿的独家开采权。白云鄂博矿产资源富集，蕴藏着丰富的铁、铌、钪、锰、磷、萤石等 180余种矿产资源、71种矿物元素，资源储量雄踞两个世界第一与两个世界第二，其中：稀土储量和萤 石储量位居世界第一，铌储量和钍储量居世界第二，富钾板岩储量居世界前列。 （编辑 丛可心） ...

格隆汇2月12日丨北方稀土(600111.SH)在互动平台表示，目前公司主要致力于稀土元素的研究、生产和 应用。稀土产品价格上涨主要受市场供需关系、市场预期等多方面因素影响，稀土产品价格平稳有序的 在合理区间内波动，更有利于公司的高质量发展及稀土产业链上下游的可持续发展。公司目前还未考虑 金银等业务。 ...

Core Viewpoint - The news highlights the rising prices of key mineral resources in China, driven by geopolitical factors and supply chain security concerns, with a focus on tungsten and rare earth elements. Group 1: Market Trends - Domestic prices for 65% black tungsten concentrate have increased to 697,000 yuan per ton, up by 7,000 yuan from the previous trading day [2] - Similarly, the price for 65% white tungsten concentrate has also risen to 696,000 yuan per ton, reflecting the same increase [2] - The overall trend indicates a tightening supply of critical mineral resources, leading to upward price pressure [2] Group 2: Industry Insights - China Galaxy Securities notes that major countries are enhancing their resource supply security by controlling key minerals and increasing resource reserves, which will widen the supply gap for critical minerals globally [2] - The establishment of independent supply chains by these countries is expected to stimulate economic activity through rising metal prices, contributing to a "security premium" on global mineral resources [2] - The report emphasizes a bullish outlook on the prices of copper, tungsten, and rare earths due to their high demand and supply constraints [2] Group 3: Company Recommendations - Companies to watch include Zijin Mining, Luoyang Molybdenum, Minmetals Resources, Zhongtung High-tech, Xiamen Tungsten, Northern Rare Earth, China Rare Earth, and Shenghe Resources, as they are positioned to benefit from the rising prices of key minerals [2]

Group 1 - The core viewpoint of the article highlights the performance of the Huatai-PineBridge ETF (159652) in the non-ferrous metals sector, showing a stable opening price and mixed performance among its major holdings [1] - The ETF opened at 1.954 yuan with a 0.00% change, indicating stability in the market [1] - Major holdings in the ETF include Zijin Mining, which rose by 0.23%, and Huayou Cobalt, which increased by 2.25%, while other stocks like China Aluminum and Ganfeng Lithium experienced slight declines [1] Group 2 - The performance benchmark for the Huatai-PineBridge ETF is the CSI Sub-Industry Non-Ferrous Metals Theme Index return rate [1] - Since its establishment on January 16, 2023, the ETF has achieved a return of 95.20%, with a monthly return of 7.27% [1] - The fund is managed by Huatai-PineBridge Fund Management Co., Ltd., with managers Dong Jin and Sun Hao overseeing its operations [1]

Group 1 - The China Minmetals Import and Export Chamber announced a conference on March 25, 2026, to discuss export policies and market conditions for rare earth and rare metals, in response to stricter export controls imposed on dual-use items for Japan and other rare metals [1] - The conference aims to help member companies understand the new policies and export considerations, with officials from the Ministry of Commerce and the General Administration of Customs expected to provide insights [1] - The meeting will also facilitate communication between government departments and enterprises regarding export challenges [1] Group 2 - As of February 12, 2026, the CSI Industrial Nonferrous Metals Theme Index (H11059) rose by 1.72%, with notable increases in stocks such as Shenghe Resources (up 7.33%) and Zhongtung High-tech (up 5.88%) [2] - The Penghua Industrial Nonferrous ETF (159162) also saw a rise of 1.93%, marking its fifth consecutive increase [2] - The CSI Industrial Nonferrous Metals Theme Index includes 30 large-cap companies involved in copper, aluminum, lead, zinc, and rare metals, reflecting the overall performance of the sector [2] - As of January 30, 2026, the top ten weighted stocks in the index accounted for 55.71% of the total index weight, including companies like Luoyang Molybdenum, Northern Rare Earth, and China Aluminum [2]

Core Insights - The main focus of the news is the significant inflow of capital into specific stocks, indicating strong investor interest and potential market trends. Group 1: Stock Performance and Capital Inflow - The top stock by capital inflow is Yingweike, with an inflow of 1.297 billion yuan and a price increase of 8.68% [1][2] - Leo Group follows with an inflow of 1.123 billion yuan and a price increase of 5.33% [1][2] - TBEA has an inflow of 545 million yuan and a price increase of 3.42% [1][2] - Western Materials shows an inflow of 504 million yuan with a price increase of 5.61% [1][2] - Tianfu Communication has an inflow of 462 million yuan and a notable price increase of 9.79% [1][2] Group 2: Sector Analysis - The stocks listed belong to various sectors, including specialized equipment, internet services, power grid equipment, and communication devices, indicating diverse investment interests [2][3] - The energy metals sector is represented by Shengtun Mining, which has an inflow of 395 million yuan and a price increase of 10.03% [1][2] - The healthcare sector is highlighted by WuXi AppTec, with an inflow of 389 million yuan and a price increase of 3.78% [1][2] Group 3: Additional Notable Stocks - Copper Crown Copper Foil has an inflow of 370 million yuan and a significant price increase of 11.36% [1][2] - Ningde Times, a key player in the battery sector, has an inflow of 334 million yuan with a price increase of 1.82% [1][2] - Other notable stocks include Yunnan Tin with an inflow of 288 million yuan and a price increase of 1.8% [1][3]

Group 1 - The mining ETF (561330) opened at 2.280 yuan, experiencing a slight decline of 0.09% [1] - Major holdings in the mining ETF include Zijin Mining (+0.23%), Luoyang Molybdenum (-0.04%), Northern Rare Earth (+0.00%), Huayou Cobalt (+2.25%), China Aluminum (-0.45%), Ganfeng Lithium (+0.05%), Shandong Gold (-0.74%), Yun Aluminum (-0.19%), Zhongjin Gold (-0.72%), and Tianqi Lithium (-0.14%) [1] - The performance benchmark for the mining ETF is the CSI Nonferrous Metals Mining Theme Index return, managed by Guotai Fund Management Co., Ltd., with a return of 127.98% since its establishment on October 19, 2022, and a 9.00% return over the past month [1]

2月12日，三大指数盘中走强，有色金属板块相对强势，截至10:04，有色金属ETF基金(516650)上涨1.36%，其持仓股宝钛股份上涨5.97%，盛和资源上涨 5.87%，华友钴业、厦门钨业、腾远钴业等股涨幅居前，黄金ETF华夏(518850)跌0.1%，黄金股ETF(159562)涨0.43%。 统计显示，有色金属ETF基金(516650)近23个交易日内有15日资金净流入，合计"吸金"68.45亿元，杠杆资金持续布局中，有色金属ETF基金最新融资买入额 达1037.14万元，最新融资余额达8216.52万元。 广发期货分析指出，市场止跌回升后多头信心有所修复但当前宏观不确定性仍较多，一方面美股美债市场的流动性受到美国经济数据及政策预期影响，另一 方面央行及ETF的黄金投资需求回暖需时间验证。春节前后波动收窄关注20日均线的支撑，若出现利空消息价格不排除再度测试60日均线。在市场保持谨慎 并不断降低杠杆水平情况下，若持仓过节需控制仓位并适时对冲下跌风险，关注金银比回升。 | 股票代码 | 股票简称 | 涨跌幅 | 权重 | | --- | --- | --- | --- | | 601899 | 紫金矿 ...

Group 1 - LME metal futures closed higher, with LME copper rising by $58 to $13,166 per ton, LME aluminum up by $10 to $3,103 per ton, LME zinc increasing by $12 to $3,406 per ton, LME lead gaining $18 to $1,993 per ton, LME nickel up by $390 to $17,880 per ton, and LME tin rising by $352 to $49,635 per ton [1] - Ping An Securities analysis indicates that the domestic aluminum ingot long-term market in 2026 will exhibit characteristics of "stable prices with adjustments, declining signing willingness, and a tight supply-demand pattern," with a positive long-term outlook for aluminum prices supported by macro sentiment recovery and fundamental strengthening [1] - As of February 12, 2026, the CSI Industrial Nonferrous Metals Theme Index (H11059) surged by 1.18%, with component stocks such as Tungsten High-tech up by 6.70%, Dongyangguang up by 3.97%, and Huayou Cobalt up by 3.75%, while other stocks like Western Mining and Tongling Nonferrous also saw gains [1] Group 2 - As of January 30, 2026, the top ten weighted stocks in the CSI Industrial Nonferrous Metals Theme Index (H11059) include Luoyang Molybdenum, Northern Rare Earth, China Aluminum, Xinyi Silver Tin, Yun Aluminum, Tongling Nonferrous, Jiangxi Copper, Xiamen Tungsten, Zhongjin Gold, and Western Mining, collectively accounting for 55.71% of the index [2]