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 ...

今日A股市场稀土永磁板块表现强势，其中，久吾高科涨近12%，东方锆业、华宏科技、中色股份涨停，华新环保、北方稀土、金田股份涨超6%。 ETF方面，广发基金稀有金属ETF、稀土ETF易方达、富国基金稀土ETF、华富基金稀有金属ETF基金、稀土ETF嘉实分别涨3.82%、3.73%、3.62%、3.46%和 3.46%。 | 序号 | 证券代码 | 证券简称 | 当日涨跌幅% | 年涨跌幅% | 基金管理人 | | --- | --- | --- | --- | --- | --- | | 1 | 159608 | 稀有金属ETF | 3.82 | 22.34 | 广发县金 | | 2 | 159715 | 稀土ETF易方达 | 3.73 | 29.43 | 易方达基金 | | 3 | 159713 | 稀土ETF | 3.62 | 29.10 | 昌国音关 | | 4 | 561800 | 稀有金属ETF基金 | 3.46 | 20.31 | 卡昌直笑 | | 5 | 216150 | 稀土ETF嘉实 | 3.46 | 28.11 | 嘉实县金 | | 6 | 516780 | 稀土ETF | 3.42 | 2 ...

沪深两市今日成交额合计15710.55亿元，北方稀土成交额居首 金十数据7月18日讯，7月18日，沪深两市全天成交额合计15710.55亿元，较上一日增量316.8亿元。其 中，沪市成交额为6436.28亿元（上一交易日为6097.91亿元），成交量为4.93亿手（上一交易日为4.72亿 手）；深市成交额为9274.27亿元（上一交易日为9295.84亿元），成交量为6.45亿手（上一交易日为6.36 亿手）。北方稀土成交额居首，为147.04亿元。其次是新易盛、中际旭创、胜宏科技、常山北明，成交 额分别为119.75亿元、112.99亿元、90.49亿元、79.32亿元。 ...

Core Viewpoint - The electronic sector experienced a significant net outflow of over 8.5 billion yuan, while other sectors like non-ferrous metals and diversified finance saw net inflows [1][3]. Group 1: Sector Performance - The non-ferrous metals sector had a net inflow of 3.7 billion yuan, with a net inflow rate of 4.23% [2]. - The small metals sector recorded a net inflow of 0.83 billion yuan, with a net inflow rate of 6.76% [2]. - The diversified finance sector saw a net inflow of 0.807 billion yuan, with a net inflow rate of 4.23% [2]. - The electronic sector had the highest net outflow at -8.548 billion yuan, with a net outflow rate of -5.16% [3]. - The computer sector experienced a net outflow of -4.874 billion yuan, with a net outflow rate of -2.98% [3]. Group 2: Individual Stock Performance - Northern Rare Earth topped the list with a net inflow of 1.84 billion yuan, reflecting a net inflow rate of 13.91% [4]. - Sinopec Capital followed with a net inflow of 1.036 billion yuan, with a net inflow rate of 14.58% [4]. - Wanhu Chemical had a net inflow of 0.708 billion yuan, with a net inflow rate of 11.46% [4]. - Changshan Beiming faced the largest net outflow at -1.344 billion yuan, with a net outflow rate of -18.75% [5]. - Shenghong Technology had a net outflow of -0.865 billion yuan, with a net outflow rate of -11.39% [5].

上天天基金APP搜索【777】注册即可 领500元券包，优选基金10元起投！限量发放！先到先得！ 创业板指数盘中创最近8个月新高 稀土永磁概念大涨 稀土永磁概念大涨。 7月18日上午，A股市场主要指数悉数上行，上证指数涨势相对温和，创业板指数走势相对强劲，盘中突破今 年2月份的高点，最高一度至2296.91点，创出自2024年12月12日之后最近8个月新高，亦是年内新高。 A股市场今天（7月18日）上午整体表现较好，其中创业板指数走势相对强劲，盘中突破今年2月份的高点，创 出自2024年12月12日之后近8个月新高。 主要行业板块和赛道方面，有色金属、钢铁、煤炭、基础化工等板块涨幅居前；公用事业、传媒、轻工制造等 板块跌幅居前。 个股方面，多股涨势凌厉，其中上纬新材再度一字涨停，这是该股连续第八个交易日盘中涨停，公司股票7月 以来累计涨幅已经高达330.21%。 概念板块方面，稀土永磁概念大涨，久吾高科盘中"20cm"涨停，中色股份、华宏科技盘中涨停，北方稀土、 包钢股份、盛和资源等跟涨。 另外， 国家安全部官微7月18日早上刊发文章称，稀土相关物项具有军民两用属性，是国家战略资源。为了更 好地维护国家安全和 ...

Group 1 - The China Securities Materials Index (000987) has shown strong performance, with a 1.70% increase as of July 18, 2025, and notable gains in constituent stocks such as Shengxin Lithium Energy (002240) reaching a 10% limit up [1] - The Materials ETF (159944) has seen a 17.14% increase in net value over the past five years, with a maximum monthly return of 20.09% since inception and an average monthly return of 5.90% during rising months [1] - The valuation of the index is at a historical low, with a latest price-to-book ratio (PB) of 1.66, which is lower than 80.63% of the time since the index was established, indicating strong valuation attractiveness [1] Group 2 - As of June 30, 2025, the top ten weighted stocks in the China Securities Materials Index account for 29.27% of the index, including companies like Zijin Mining (601899) and Wanhu Chemical (600309) [2] - Recent announcements from Northern Rare Earth and Baosteel indicate a price adjustment for rare earth concentrate to 19,109 yuan/ton, with price fluctuations linked to changes in REO content [2] - Pacific Securities notes that while there is support for energy metal prices due to government policies promoting orderly competition, there is a lack of significant price transmission in materials, and confidence in sustained price increases may be insufficient [2] Group 3 - The demand for rare earth permanent magnets is expected to grow rapidly due to the increasing sales of electric vehicles and emerging industries such as humanoid robots and energy-efficient products [3] - The long-term growth of demand for rare earth permanent magnets is anticipated to remain robust as new technologies and products emerge [3]

【导读】稀土板块强势大涨，Kimi、DeepSeek概念股走高 7月18日上午，A股市场窄幅震荡，创业板指盘初涨超1%。截至午间收盘，上证指数涨0.34%，深证成指涨0.3%，创业板指涨0.26%。 全市场半日成交额为1.03万亿元，较上日明显放量；全市场2075只个股上涨，3088只个股下跌。 盘面上，上午有色金属板块大涨，稀土、稀有金属、稀土永磁、小金属等概念股猛攻；光伏、乳业、稳定币、光刻机等概念股回调。个股方面，大牛股上 纬新材实现8连板，海星股份3连板。 港股上午冲高回落，截至午间收盘，恒生指数涨0.73%，恒生科技指数涨0.76%，恒生国企指数涨0.78%。中国人寿涨超3%，领涨恒指成份股。 | 24676.64 | 8922.57 | 5490.15 | | --- | --- | --- | | 恒生指数 +0.73% | 国企指数 +0.78% | 恒生科技指数 +0.76% | | | 序号代码 名称 | 现价 涨跌 涨跌幅 ~ | | - | | 2628 中国人寿 19.380 0.680 3.64% | | | 2 1378 中国宏桥 | 19.200 0.580 3.11% | | ...

成份股方面，锂业股和稀土股携手大涨！盛新锂能、中色股份涨停，北方稀土涨超8%，盛和资源涨逾 5%，中国稀土涨超4%。 今日（7月18日）有色金属板块领涨两市，揽尽有色金属行业龙头的有色龙头ETF（159876）场内价格 涨幅盘中上探2.64%，现涨1．65%，再度刷新年内高点（1．244元）！ 基本面上，截至7月16日，有色龙头ETF（159876）覆盖的60只有色金属行业龙头上市公司中，已有27 家披露2025年中报业绩预告，其中22家预告盈利，占比超八成；22家预告净利润同比正增长，10家预告 净利润预计翻倍增长，展现有色金属板块龙头公司经营韧性。其中，北方稀土预计上半年归母净利润同 比预增1882%-2014%，暂居榜首！ | | | | | | 有色龙头ETF (159876) 标的指数成份股2025年中报业绩预告 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 预告扫哪种利润 | 随后归因序和河 | 原告日明本制为 | 原于日时冲刺到 | 发电气 可比 | 中万一级 中万二 ...

大家好！又到周五，来一起复盘上午的市场行情和最新资讯 ～ 7月18日上午，A股市场窄幅震荡，创业板指盘初涨超1%。截至午间收盘，上证指数涨0.34%，深证成指涨0.3%，创业板指涨0.26%。 【导读】稀土板块强势大涨，Kimi、DeepSeek概念股走高 中国基金报记者 晨曦 全市场半日成交额为1.03万亿元，较上日明显放量；全市场2075只个股上涨，3088只个股下跌。 盘面上，上午有色金属板块大涨，稀土、稀有金属、稀土永磁、小金属等概念股猛攻；光伏、乳业、稳定币、光刻机等概念股回调。个股 方面，大牛股上纬新材实现8连板，海星股份3连板。 港股上午冲高回落，截至午间收盘，恒生指数涨0.73%，恒生科技指数涨0.76%，恒生国企指数涨0.78%。中国人寿涨超3%，领涨 恒指 成份股 。 7月18日上午，有色金属板块整体大涨，稀土、稀土永磁、稀有金属等概念股强势走高。海星股份、东方锆业、锌业股份、中色股份等多股 涨停。 | 序号 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 ▼ | | --- | --- | --- | --- | --- | | 1 | 603115 海星股份 | 19.64 | 1.7 ...