截至7月18日收盘，稀土永磁概念上涨3.15%，位居概念板块涨幅第2，板块内，56股上涨，久吾高科 20%涨停，东方锆业、华宏科技、锌业股份等涨停，华新环保、北方稀土、奔朗新材等涨幅居前，分别 上涨15.05%、9.87%、9.11%。跌幅居前的有领益智造、龙磁科技、方邦股份等，分别下跌1.93%、 1.07%、0.61%。 今日涨跌幅居前的概念板块 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 | 9.87 | 12.69 | 210887.21 | 14.34 | | 002167 | 东方锆 业 | 10.02 | 11.64 | 43376.46 | 42.43 | | 000758 | 中色股 份 | 9.95 | 7.38 | 29392.45 | 34.26 | | 002645 | 华宏科 技 | 9.98 | 21.92 | 15021.35 | ...

资金面上看，今日金属回收概念板块获主力资金净流入25.42亿元，其中，26股获主力资金净流入，9股 主力资金净流入超5000万元，净流入资金居首的是北方稀土，今日主力资金净流入21.09亿元，净流入 资金居前的还有华宏科技、金圆股份、福龙马等，主力资金分别净流入1.50亿元、1.14亿元、8168.69万 元。 资金流入比率方面，金圆股份、南矿集团、高能环境等流入比率居前，主力资金净流入率分别为 45.14%、31.26%、16.33%。（数据宝） 金属回收概念资金流入榜 | 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 | 9.87 | 12.69 | 210887.21 | 14.34 | | 002645 | 华宏科 技 | 9.98 | 21.92 | 15021.35 | 9.64 | | 000546 | 金圆股 份 | 9.98 | 6.65 | 11430.35 | 45.14 ...

主力资金净流出的行业有21个，电子行业主力资金净流出规模居首，全天净流出资金83.41亿元，其次 是计算机行业，净流出资金为43.75亿元，净流出资金较多的还有通信、机械设备、汽车等行业。 有色金属行业资金流出榜 有色金属行业今日上涨2.10%，全天主力资金净流入37.94亿元，该行业所属的个股共137只，今日上涨 的有107只，涨停的有5只；下跌的有25只。以资金流向数据进行统计，该行业资金净流入的个股有70 只，其中，净流入资金超亿元的有7只，净流入资金居首的是北方稀土，今日净流入资金21.09亿元，紧 随其后的是东方锆业、盛新锂能，净流入资金分别为4.34亿元、3.27亿元。有色金属行业资金净流出个 股中，资金净流出超5000万元的有9只，净流出资金居前的有明泰铝业、海星股份、中矿资源，净流出 资金分别为1.15亿元、8719.54万元、8452.11万元。 有色金属行业资金流入榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 600111 | 北方稀土 | 9.87 | 12.69 | ...

沪深股通今日合计成交1946.21亿，其中北方稀土和新易盛分居沪股通和深股通个股成交额首位。板块 主力资金方面，有色金属板块主力资金净流入居首。ETF成交方面，酒ETF(512690)成交额环比增长 141%。期指持仓方面，IH合约多头加仓数量大于空头。龙虎榜方面，华新环保获机构买入超5000万； 力生制药获机构买入超6000万；满坤科技遭机构卖出超5000万；柳钢股份遭机构卖出超6000万，遭国泰 海通三亚迎宾路营业部净卖出1.16亿；恒宝股份获两家一线游资席位买入，同时遭银河证券绍兴营业部 营业部净卖出1.16亿；上海物贸获一家量化席位买入超9000万。 今日沪股通总成交金额为920.78亿，深股通总成交金额为1025.43亿。 | | | | 沪股通( 7月18日 | | | | --- | --- | --- | --- | --- | --- | | 排名 | 股票代码 | 股票名称 | 成交金額 | 前一交易日净买入额 | 涨幅(%) | | | | | (亿元) | (亿元) | | | 1 | 600111 | 北方稀土 | 13.43 | | | | 2 | 600519 | 贵州茅台 | ...

Core Views - The report maintains a positive long-term outlook on gold, copper, and aluminum, emphasizing the importance of strategic metals [1][3] - In H1 2025, domestic economic indicators show signs of bottoming out, with improvements in real estate construction and a gradual shift towards new economic drivers [4][8] - The global economic landscape is being reshaped by fluctuating interest rate expectations from the Federal Reserve and the impacts of trade wars, leading to significant changes in resource sectors [4][8] Investment Strategies - **Main Line 1: Expansion on the Denominator Side - Gold and Silver**: Focus on gold and silver, with specific attention to the performance of gold stocks and the potential for silver due to its high price ratio to gold [4][5] - **Main Line 2: Improvement on the Numerator Side - Aluminum, Copper, Tin**: Anticipate continued high profitability in aluminum due to falling costs, while remaining cautious of potential short-term demand weakness [4][7] - **Main Line 3: Key Strategic Metals**: Highlighting opportunities in rare earths and other strategic metals amid US-China tensions, particularly in six key strategic metals [4][7] - **Main Line 4: Supply-Side Disruptions from Anti-Competition**: The report suggests that supply-side constraints in sectors like lithium carbonate may present attractive bottom-fishing opportunities [4][7] Market Performance - The CRB metal spot index increased by 7.08% from the beginning of 2025 to June 30, 2025, indicating a general upward trend in metal prices [9][10] - Gold prices surged by 23.93% during the same period, driven by expectations of a Federal Reserve rate cut [12][14] - Industrial metals, particularly tin and copper, saw significant price increases of 19.91% and 15.59% respectively, while zinc prices fell by 5.55% [16][19] Supply and Demand Dynamics - Global copper inventories saw a significant reduction, with LME copper stocks decreasing by 66.17% by June 30, 2025 [21][69] - The report anticipates limited growth in global copper supply due to insufficient capital expenditure in mining, projecting only a 2.3% increase in global copper production in 2025 [62][64] - The refined copper market is expected to remain slightly short, with a projected demand growth of 7.1% for 2025, supporting a high price center for copper [69] Sector Performance - The non-ferrous metal sector outperformed the broader market, with a cumulative increase of 19.17% from January to June 2025, compared to a 5.6% rise in the Shanghai Composite Index [38][40] - Sub-sectors such as tungsten, gold, and rare earths performed particularly well, with respective increases of 39.64%, 33.57%, and 31.88% [42][44] - Companies closely tied to resource price fluctuations, particularly in gold and rare earths, showed strong performance, while midstream processing companies faced challenges due to weak downstream demand [44]

7月18日连板股分析：连板股晋级率持续下降 稀土永磁板块全线走强 今日共45股涨停，连板股总数13只，其中三连板及以上个股4只，上一交易日共16只连板股，连板股晋级率25%（不含ST股、退市股）。个股方面，虽然三 大指数集体上涨，创业板指盘中创年内新高，但短线情绪降温，连板股晋级率持续下降，除上纬新材外，昨日连板股中仅三只晋级，其中兰生股份、海星股 份盘中均多次开板，显示分歧加剧。板块方面，稀土永磁板块全线走强，北方稀土大涨9.87%成交额超147亿列两市第一，华宏科技反包涨停走出6天5板， 东方锆业、中色股份等涨停；锂电板块盘中异动，锂矿、盐湖提锂等上游分支领涨，久吾高科20CM涨停，金圆股份、国机通用、盛新锂能涨停。 | 连板数 | 晋级率 | | 2025-7-18 | | --- | --- | --- | --- | | 7讲8 | 1/1=100% | 上纬新材 (机器人) | | | 5进6 | 1/2=50% | 兰生股份(参股券商) | | | 2进3 | 2/11=18% | 天宸股份 (光伏+医院) | | | 1讲2 | 9/42=21% | 北化股份 (军工) | | | | | 海 ...

7月18日，市场全天震荡分化，沪指创年内收盘新高，创业板指创年内新高后回落。截至收盘，沪指涨0.5%， 深成指涨0.37%，创业板指涨0.34%。 板块方面，稀土永磁、锂矿、有色金属、煤炭等板块涨幅居前，游戏、光伏、CPO、消费电子等板块跌幅居 前。 个股上涨和下跌家数基本相当。沪深两市全天成交额1.57万亿元，较上个交易日放量317亿。 今天，三大指数全线收涨，沪指收盘点位再创新高；但个股涨跌基本持平，盘中多数时候都是跌多涨少。 数据显示，昨日大涨1%的全A平均股价，今天盘中多次翻绿，直到尾盘才终于转涨。这意味着，实际上今天 能轻松赚钱的股民，其实不如昨天多。 原因何在呢？ 一是，此前连跌3天的银行板块，终于企稳回升。 | 第4 画线 工具▼ | ר 7 ש | » | 881155 银行 | | 加自选 | | --- | --- | --- | --- | --- | --- | | 前复収 品 つ の ● ☆ . 278 8 0 | | | 1420.91 ↑ 10.80 +0.77% | | | | | | | 最高 | 1423.77 现量 | 41.99万 | | | 1450.00 | | 最 ...

2025.07. 18 本文字数：660，阅读时长大约2分钟 作者 | 一财资讯 7月18日，三大股指集体收涨，上证指数报收3534.48点，涨0.5%；深成指报收10913.84点，涨 0.37%；创业板指报收2277.15点，涨0.34%。 沪深两市全天成交额1.57万亿，较上个交易日放量317亿。全市场共2600只个股上涨，超2500只 个股下跌。 盘面上，稀土永磁板块集体大涨，锂矿、创新药概念活跃，光伏板块调整。 | 板块名称 | 涨幅量 | 主力净量 | 主力金额 | 板块名称 | 涨幅↑ | 主力净量 | 主力金额 | | --- | --- | --- | --- | --- | --- | --- | --- | | 小寺属 | +3.33% | 5.24 | +29.37 7 | 游戏 | -1.59% | -4.74 | -19.98亿 | | 盐湖提锂 | +3.30% | 0.80 | +12.647. | 一色家电 | -1.05% | -1.83 | -2.70亿 | | 稀土永磁 | +3.15% | 2.66 | +35.56 7 | 动物疫苗 | -0.96% | -1.52 ...

Group 1 - The small metal sector has shown significant activity, with a collective increase of over 3% in stock prices, particularly for companies like Dongfang Zirconium and Haotong Technology, which saw gains exceeding 5% [1] - Supply constraints are evident due to domestic export quota management for antimony, bismuth, germanium, and tungsten, alongside transportation disruptions in Myanmar, leading to a global supply gap exceeding 30% [1] - Demand for small metals is rising, driven by applications in new energy vehicles, energy storage, military high-temperature alloys, and semiconductor packaging materials, with a notable increase in consumption of cobalt and nickel sulfate [1] Group 2 - Small metals have been classified as "strategic resources" by authorities, with export controls on gallium and germanium in 2024 and additional controls on tungsten, bismuth, and antimony in 2025, leading to increased scarcity premiums [1] - Leading companies are expected to report substantial profit growth, with Northern Rare Earth projected to see a more than 18-fold increase in net profit attributable to shareholders in the first half of 2025 [1] - Securities firms express optimism, highlighting that the relaxation of export controls could lead to a convergence of domestic and international prices, benefiting the sector through both valuation and profit increases [2][3] Group 3 - Dongfang Zirconium specializes in the research, production, and sales of zirconium series products, including zirconium silicate and zirconium oxide [2] - Haotong Technology focuses on precious metal recovery and related products, with key offerings including platinum, palladium, and rhodium [2] - Shenghe Resources produces rare earth concentrates and various rare earth products, contributing to the small metal supply chain [3] Group 4 - Guiyan Platinum's product range includes various precious metal compounds such as platinum, palladium, and rhodium [3] - Xianglu Tungsten's main products consist of tungsten oxide, tungsten powder, and tungsten carbide [3] - Tin Industry Co. engages in the exploration, mining, and processing of tin, zinc, copper, and indium, offering a wide array of products [3] Group 5 - Dongfang Tantalum is involved in the research, production, and sales of rare metals like tantalum and niobium [4] - Baotai Co. is recognized as China's largest specialized producer of titanium-based rare metal materials, holding over 40% market share [4]

今天A股市场震荡走高，三大指数全线收涨。其中，资源类周期股走强，稀土板块领涨两市，有色、锂 矿等板块表现亮眼，在利好催化下AI智能体盘中活跃。光伏板块跌幅居前，算力硬件以及创新药陷入 分化整理。市场整体还是延续震荡分化的走势。 收盘，沪指上涨0.5%，深指上涨0.37%，创业板指上涨0.34%。全天成交15711亿，较上一交易日放大 317亿。两市2500多只个股下跌。 第二，中国地质大学联合内蒙古地质调查研究院，在内蒙古白云鄂博矿床主矿矿段的矿体中部，发现一 种新稀土矿物，命名为"钕黄河矿"。日前，该名称获得国际矿物学协会新矿物命名及分类委员会全票批 准通过。对稀土板块有着带动作用。 3、齐涨！"煤飞色舞"行情来了？ 煤炭和有色金属板块的大涨，主要是因为：第一，夏季高温推升电厂负荷，火电耗煤需求稳步回升，水 电出力不及预期进一步强化了火电替代需求。 今天A股延续分化，我认为有两点是要注意的：第一，现在美国那边的情况有很大的变化，首先，美国 头子要辞退美联储鲍威尔，澄清了说"不太可能"。其次，最近美联储两位大员公开表态要降息，年内要 降息2次，最早7月开始。虽然，7月降息的可能性不高，但年内降息2次还是有指望 ...