Group 1 - The non-ferrous metal sector is leading the market, with the non-ferrous metal ETF (159876) reaching a new high of 1.244 yuan, up 1.65% [1][3] - Lithium and rare earth stocks are experiencing significant gains, with companies like Shengxin Lithium Energy and Northern Rare Earth hitting the daily limit, and others like Shenghe Resources and China Rare Earth seeing increases of over 5% and 4% respectively [1][3] - Over 10 billion yuan of main funds have flowed into the non-ferrous metal sector, with Northern Rare Earth attracting 34.41 billion yuan, making it the top stock in terms of capital inflow [3] Group 2 - The suspension of lithium resource mining by a subsidiary of Cangge Mining due to regulatory violations is interpreted as a signal of tightening supply in the lithium market [3][4] - As of July 16, 22 out of 27 companies in the non-ferrous metal ETF have forecasted profits for the first half of 2025, with 10 companies expecting a doubling of net profits [4][5] - Northern Rare Earth is projected to see a staggering increase in net profit of 1882%-2014% year-on-year for the first half of 2025, leading the sector [4][5] Group 3 - Analysts believe that the tightening of lithium mining regulations may lead to a supply contraction in the Qinghai region, combined with a rebound in lithium carbonate futures prices and technological breakthroughs, boosting market sentiment [4][6] - The non-ferrous metal sector is seen as being in the early to mid-stage of a new cycle, driven by improved fundamentals, macro policy benefits, and emerging demand from sectors like new energy vehicles and military applications [4][6] - Investment opportunities are anticipated in gold, copper, and rare earths, with expectations for gold prices to rise due to weakening dollar credit and increased expectations of U.S. interest rate cuts [6][8] Group 4 - The non-ferrous metal ETF (159876) and its associated funds provide a diversified investment approach, with significant weightings in copper (26.1%), gold (16.3%), aluminum (15.8%), rare earths (8.5%), and lithium (7.7%) [8] - The current valuation of the non-ferrous metal index is at a historically low level, suggesting a high cost-performance ratio for investors [6][8]

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 ...

Core Viewpoint - Inner Mongolia is enhancing its industrial chain quality through the establishment of key laboratories and testing platforms, focusing on quality infrastructure to improve competitiveness and resilience in various industries [1][2][3]. Group 1: Quality Infrastructure Development - The construction of two national key laboratories in Hohhot is progressing to ensure the reliability of the dairy supply chain [1]. - A large testing and certification platform for wind turbine blades has been established in Baotou, completing the first batch of tests for six 100-meter blades [1]. - The Inner Mongolia Market Supervision Administration is promoting a quality strong chain initiative, focusing on quality technology breakthroughs and integrated quality infrastructure [2]. Group 2: Targeted Quality Improvement Projects - The administration is addressing quality technology bottlenecks in key projects such as dairy, rare earth materials, wind power equipment manufacturing, and modern coal chemical industries [2]. - A three-dimensional system has been established to identify and tackle quality issues, with 19 bottlenecks identified and 10 quality improvement projects funded with over 4 million yuan [2][3]. Group 3: Quality Service Integration - The National Rare Earth Quality Inspection Center has achieved an 85% coverage rate for technical capabilities, providing integrated services for standard verification and measurement [3]. - The establishment of a quality infrastructure service center in the modern coal chemical industry is enhancing service levels for chain enterprises [3][4]. Group 4: Industry Collaboration and Training - Major enterprises like Yili Group are implementing advanced technologies to improve milk production efficiency and reduce costs [6]. - The Northern Rare Earth Group has developed an industrial internet platform for quality control, covering 76 upstream and downstream enterprises [6][7]. Group 5: Leadership in Quality Management - Leading enterprises are encouraged to enhance their organizational and control capabilities, with Yili Group developing a comprehensive supplier management system [7]. - The establishment of a carbon management platform using blockchain technology is promoting collaborative development across the dairy industry [7].

周期股，"王者归来"。 今天上午， 周期股全面走强，有色金属板块领涨，化工、煤炭、油气、钢铁等板块均上涨。 从个股表现看，万华化学、洛阳钼业、紫金矿业、 北 方稀土等龙头股上涨。其中， 北方稀 土（600111）上涨8.83%，盘中一度涨停，成交额为117亿元，居A股第一，也是上午A股唯 一成交额过百亿元的个股。 白酒、银行、保险等权重板块反弹。 AI方面，受OpenAI推出ChatGPT智能体影响， AI应用 端上午走势较强。 截至上午收盘，上证指数上涨0.34%，深证成指上涨0.3%，创业板指上涨0.26%。 对于稀土板块，中金公司表示，在供应边际增量有限的背景下，出口及国内需求预期改善将 推动国内稀土价格整体回升。全球稀土供应格局正在经历重塑，国内稀土和磁材企业，以及 海外稀土产业链相关公司有望迎来重估。 中信证券表示，近期稀土价格呈现稳定上涨趋势，主要受到供需格局改善和政策支持的推 动。在新能源、新材料等下游产业持续扩张的背景下，稀土需求将持续增长。供给端产能释 放有限，进一步支撑稀土价格走强。同时，国家相关政策不断出台，为稀土行业发展提供良 好环境。建议投资者关注具备资源和技术优势的龙头企业。 周期 ...

Core Viewpoint - The A-share market shows mixed performance with slight increases in major indices, while individual stocks exhibit a broader decline, indicating a complex market sentiment [1][3]. Market Performance - As of the midday close, the Shanghai Composite Index rose by 0.34% to 3528.9 points, the Shenzhen Component increased by 0.3% to 10905.91 points, and the ChiNext Index gained 0.26% to 2275.26 points [1]. - Over 3000 stocks in the market experienced declines, reflecting a challenging environment for investors [3]. - The total trading volume in the Shanghai and Shenzhen markets reached 1.02 trillion yuan [3]. Sector Analysis - The rare earth permanent magnet sector saw significant gains, while coal mining, education, and liquor stocks also performed well [5]. - Conversely, sectors such as gaming, consumer electronics, photovoltaic, and CRO concepts faced declines [5]. Capital Flow - Main capital inflows were observed in sectors like non-ferrous metals, basic chemicals, and computers, while outflows were noted in electronics, pharmaceuticals, and light manufacturing [7]. - Specific stocks with notable net inflows included Northern Rare Earth (34.56 billion yuan), Wanhua Chemical (15.36 billion yuan), and China Oil Capital (14.10 billion yuan) [8]. - Stocks facing significant net outflows included BYD (5.66 billion yuan), Shenghong Technology (4.53 billion yuan), and Hongbo Shares (4.48 billion yuan) [9]. Institutional Insights - CICC's report highlights the maturation of AI Agent technology and its potential to create a complete commercial ecosystem by 2025, marking a pivotal year for the AI industry [11]. - CITIC Securities remains optimistic about the non-bank sector, citing macroeconomic stability and liquidity release as key factors for growth, alongside regulatory changes that could enhance revenue for brokerage firms [11].

稀土迎重磅利好！ 一是，7月18日早上，国家安全部官微发声，截断稀土相关物项非法出境渠道，有力维护了我资源安全与国家安全。 二是，从中国地质大学（武汉）获悉，该校联合内蒙古自治区地质调查研究院，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"。 三是，人形机器人迎来大爆发，而稀土当下重要的应用场景增量就是人形机器人。 今天早上，稀土永磁板块再度大爆发。北方稀土一度涨停，包钢股份大涨，久吾高科20%涨停。分析人士认为，若美元周期性走弱，有色板块有望迎来整体重估机 会。而由于行业特性，稀土无疑是弹性最大的分支之一。 三大利好 稀土持续迎来利好。 首先，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利益，我国充分借鉴国际通行做 法，依法对稀土相关物项实施出口管制。但近年来，境外间谍情报机关及其代理人企图勾连策反境内不法分子，利用寄递手段窃取我稀土相关物项，给我国家安全 带来严重危害。 针对一些非法行为，掌握确凿证据后，国家安全机关会同有关部门依法采取行动，截断稀土相关物项非法出境渠道，有力维护了我资源安全与国家安全。 其 ...

Core Viewpoint - The company emphasizes the unprecedented importance of resource recycling in the current era, highlighting its commitment to this practice through various measures in product sales and metal waste recovery [1] Company Initiatives - The company has implemented a series of measures focused on resource recycling, which includes both product sales and the recovery of metal waste [1] - Waste recovery serves as an effective supplement to raw material sources, potentially impacting raw material prices over time due to varying quantities [1] Product Performance - The performance and stability of permanent magnetic materials produced from waste recovery and raw materials remain unaffected when compared to each other [1]

伴随资金布局脚步加速，稀土ETF（516780）份额和规模连日增长，截至2025/7/17，最新份额达11.84 亿份、规模达14.52亿元，均创下近三年来新高，同时7月以来产品规模增长近30%。稀土ETF （516780）近日成交额也同步放量，近6个交易日（7/10-7/17）日均成交额达2.14亿元，产品兼具规模 较大和流动性较好优势。（数据来源：Wind、交易所，25/6/30规模为11.19亿元） 产业需求方面，当前国内新能源汽车、工业机器人、低空经济等需求持续增长，推动稀土板块需求预期 改善。伴随相关产业商业化进程加速，各类电能与机械能相互转换的场景都有可能成为稀土永磁的潜在 需求领域，或进一步打开国内稀土需求增长空间，从而带动产业链公司盈利能力有望整体提升。 稀土价格方面，25年上半年受上游原料供应收紧及下游消费刺激等因素影响，稀土市场整体活跃度好于 上年同期，以稀土镨钕产品为代表的主要稀土产品价格呈现上涨态势，成交较好。截至25年7月15日， 中国镨钕氧化物价格为46.64万元/吨，今年上半年涨幅为17.2%。伴随管控强化供给刚性，稀土战略金 属价值有望重估。（数据来源：西部证券） 7月17日， ...

暗盘资金正涌入这些股票，点击速看>>> 稀土永磁板块持续走强，北方稀土（600111）触及涨停，久吾高科（300631）此前封板，包钢股份 （600010）、盛和资源（600392）、中国稀土（000831）跟涨。 ...

智通财经7月18日电，中色股份涨停，久吾高科涨超10%，华宏科技、北方稀土涨超5%，包钢股份、金 田股份、九菱科技、中科磁业、盛和资源等跟涨。消息面上，多只稀土永磁上市公司中报大幅预增，其 中，华宏科技预计上半年净利同比增长3047%-3722%，北方稀土预计上半年净利同比增长 1883%-2015%。 稀土永磁概念股再度走强 中色股份涨停 ...