【导读】上午A股三大指数集体大涨，半导体、稀土板块大涨，光刻机概念股领涨 中国基金报记者 张舟 大家好，今天是周三，基金君和你继续关注市场行情！ 1月7日上午，A股三大股指集体上涨，沪指冲击4100点，再创10年来新高，市场量能强劲， 半日成交额超1.8万亿元。 截至午间收盘，沪指报4095.54点，涨0.29%，深证成指涨0.35%，创业板指涨0.41%。 | 最高： 4098.78 | 今开:4083.84 | 成交量: 4.32亿手 | 换手: 0. | | --- | --- | --- | --- | | 最低： 4075.70 | 昨收：4083.67 | 成交额：7617.22亿 | 量比: 1. | | 52周最高: 4098.78 | 上涨： 762 | 振幅: 0.57% | 平盘:74 | | 52周最低:3040.69 | 下跌:905 | 总市值: 66.86万亿 | | 沪深两市半日成交额达1.84万亿元，较上个交易日放量538亿元。 个股跌多涨少，全市场共 2522只个股上涨，88只个股涨停，2773只个股下跌。 上午，稀土永磁概念股强势拉升。 个股方面，中稀有色录得10cm涨停 ...

Core Viewpoint - The rare earth and precious metals sectors are experiencing significant price increases, driven by supply constraints and strong demand, particularly in the context of China's regulatory measures and global economic conditions [1][2]. Group 1: Market Performance - The National Securities Nonferrous Metals Industry Index (399395) rose by 1.88%, with notable gains in individual stocks such as Rare Earth (600259) up 10.00%, Shengtun Mining (600711) up 9.01%, and Xingye Silver Tin (000426) up 7.57% [1]. - The Nonferrous ETF Fund (159880) increased by 2.01%, marking its fifth consecutive rise, with the latest price reported at 2.13 yuan [1]. Group 2: Supply and Demand Dynamics - On the supply side, domestic rare earth supply regulation is expected to smooth out the issuance of quotas, while overseas supply is projected to continue growing as new projects come online [2]. - Demand for rare earths is anticipated to remain strong, particularly from the electric vehicle sector and robotics, further emphasizing the scarcity of resources and potentially driving prices higher [2]. Group 3: Gold and Silver Market Insights - Global central banks continue to increase their gold holdings, which supports the ongoing bullish trend in gold prices, especially during periods of interest rate cuts [2]. - Silver ETF holdings are expected to rise significantly by 2025, driven by its financial attributes, which will likely contribute to an increase in silver prices [2]. Group 4: Index Composition - As of December 31, 2025, the top ten weighted stocks in the National Securities Nonferrous Metals Industry Index (399395) include Zijin Mining (601899), Luoyang Molybdenum (603993), and Northern Rare Earth (600111), collectively accounting for 51.65% of the index [3].

Group 1 - The Ministry of Commerce of China has decided to strengthen export controls on dual-use items to Japan, in accordance with the Export Control Law of the People's Republic of China, to safeguard national security and interests [1][3] - The tightening of export controls is expected to enhance the pricing power of domestic rare earth products, benefiting companies with compliant mining qualifications and stable production capacity [3] - The rare earth mining and smelting sector, as the upstream of the rare earth permanent magnet industry chain, will see a revaluation of resource value for leading enterprises due to increased product prices [3] Group 2 - Midstream processing companies that convert rare earth materials into high-performance permanent magnet products will experience improved profitability due to supply contraction and rising demand [3] - Companies with mass production capabilities for high-end magnetic materials and stable customer resources will enhance their profit margins and accelerate technological iterations to meet the evolving performance demands of downstream applications [3] - Downstream industries such as electric vehicles, wind power, and robotics heavily rely on high-performance permanent magnet materials, and leading companies with supply chain integration capabilities will better manage cost fluctuations and maintain stable production [3]

Group 1 - The core viewpoint of the news is that Zhong Rare Metals has seen a significant increase in stock price, rising by 5.03% to 61.14 CNY per share, with a total market capitalization of 20.57 billion CNY [1] - Zhong Rare Metals is primarily engaged in the mining and processing of non-ferrous metals, with its revenue composition being 59.32% from commercial activities and 40.68% from industrial activities [1] - The company is located in Guangzhou, Guangdong Province, and was established on June 18, 1993, with its stock listed on May 25, 2000 [1] Group 2 - The top circulating shareholder of Zhong Rare Metals is the Jiashi Fund, which has a fund named Jiashi CSI Rare Earth Industry ETF (516150) that entered the top ten circulating shareholders in the third quarter, holding 2.5313 million shares, representing 0.75% of circulating shares [2] - The Jiashi CSI Rare Earth Industry ETF has a current scale of 7.648 billion CNY and has achieved a year-to-date return of 5.07%, ranking 993 out of 5488 in its category [2] - Over the past year, the fund has delivered a return of 92.1%, ranking 139 out of 4192 in its category, and since its inception, it has achieved a return of 91.72% [2] Group 3 - The fund manager of Jiashi CSI Rare Earth Industry ETF is Tian Guangyuan, who has been in the position for 4 years and 306 days, with the fund's total asset scale at 75.408 billion CNY [3] - During Tian's tenure, the best fund return was 134.68%, while the worst was -46.65% [3] Group 4 - Another Jiashi Fund, Jiashi Steady Growth 6-Month Holding Mixed A (018635), holds 37,000 shares of Zhong Rare Metals, accounting for 0.4% of the fund's net value, ranking as the seventh-largest holding [4] - This fund has a current scale of 231 million CNY and has achieved a year-to-date return of 0.91%, ranking 7273 out of 8823 in its category [4] - Over the past year, the fund has delivered a return of 8.96%, ranking 6508 out of 8083 in its category, and since its inception, it has achieved a return of 13.79% [4] Group 5 - The fund manager of Jiashi Steady Growth 6-Month Holding Mixed A is Gao Qunshan, who has been in the position for 6 years and 296 days, with the fund's total asset scale at 4.2 billion CNY [5] - During Gao's tenure, the best fund return was 21.69%, while the worst was -0.78% [5]

Group 1 - The core viewpoint of the news is that Zhong Rare Metals has shown a positive stock performance recently, with a 3.48% increase in stock price year-to-date and a 6.05% increase over the last five trading days [1] - As of January 6, the stock price reached 58.22 yuan per share, with a total market capitalization of 19.587 billion yuan [1] - The company reported a significant increase in net profit for the first nine months of 2025, with a year-on-year growth of 146.30%, despite a decrease in operating revenue [2] Group 2 - The company has a diverse revenue structure, with 59.32% coming from commercial activities and 40.68% from industrial activities [1] - As of September 30, 2025, the number of shareholders increased to 60,900, reflecting a 9.77% rise, while the average circulating shares per person decreased by 8.90% [2] - The company has not distributed dividends in the last three years, with a total payout of 4.268 million yuan since its A-share listing [3]

（文章来源：证券日报） 证券日报网讯 12月29日，广晟有色发布公告称，公司第九届董事会2025年第十一次会议审议通过《关 于部分募集资金投资项目延期的议案》《关于核定公司负责人及经理层成员2024年度考核结果及薪酬的 议案》《关于审议2025年度公司工资总额使用计划的议案》。 ...

证券简称：广晟有色 证券代码：600259 公告编号：临 2025-069 中稀有色金属股份有限公司 关于部分募集资金投资项目延期的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误 导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法 律责任。 中稀有色金属股份有限公司（以下简称"公司"）于 2025 年 12 月 29 日召开第九届董事会 2025 年第十一次会议，审议通过了《关于部分 募集资金投资项目延期的议案》，同意公司在保持"8,000t/a 高性能钕铁 硼永磁材料项目"投资总额、建设规模不变的前提下，将该项目一期预 定达到可使用状态日期延长至 2026 年 9 月，二期项目在一期项目投产 后适时启动。具体情况如下： "8,000t/a 高性能钕铁硼永磁材料项目"是广东省重点项目，也是 省二十大战略性产业集群新材料产业重点项目，占地面积 8.25 万平方米， 一、二期建设规模分别为 4,000t/a，计划总投资 12.52 亿元。该项目于 2023 年初完成厂房土建及 2,000 吨设备的安装导入工作并投入生产运营， 目前已具备了全工序产线连续生产能力，毛坯产能达到 3,00 ...

证券简称：广晟有色 证券代码：600259 公告编号：临 2025-070 中稀有色金属股份有限公司董事会 二○二五年十二月三十日 一、以 9 票同意、0 票反对、0 票弃权，审议通过了《关于部分募 集资金投资项目延期的议案》。（详见公告"临 2025-069"） 二、以 7 票同意、0 票反对、0 票弃权，审议通过了《关于核定公 司负责人及经理层成员 2024 年度考核结果及薪酬的议案》。关联董事张 喜刚、刘子龙回避表决。 三、以 9 票同意、0 票反对、0 票弃权，审议通过了《关于审议 2025 年度公司工资总额使用计划的议案》。 特此公告。 中稀有色金属股份有限公司 第九届董事会 2025 年第十一次会议决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误 导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法 律责任。 中稀有色金属股份有限公司（以下简称"公司"）第九届董事会 2025 年第十一次会议于 2025 年 12 月 29 日下午 14:30，在广州市番禺区汉溪 大道东 386 号广晟万博城 A 塔写字楼 37 楼会议室以通讯方式召开。本 次会议通知于 2025 年 ...

每经AI快讯，广晟有色（SH 600259，收盘价：56.97元）12月29日晚间发布公告称，公司第九届2025年 第十一次董事会会议于2025年12月29日在广州市番禺区汉溪大道东386号广晟万博城A塔写字楼37楼会 议室以通讯方式召开。会议审议了《关于核定公司负责人及经理层成员2024年度考核结果及薪酬的议 案》等文件。 截至发稿，广晟有色市值为192亿元。 每经头条（nbdtoutiao）——绕开光刻机"卡脖子"，中国新型芯片问世！专访北大孙仲：支撑AI训练和 具身智能，可在28纳米及以上成熟工艺量产 （记者 王晓波） 2025年1至6月份，广晟有色的营业收入构成为：商业占比59.32%，工业占比40.68%。 ...

国投证券股份有限公司 关于中稀有色金属股份有限公司 部分募集资金投资项目延期 的核查意见 国投证券股份有限公司（以下简称"国投证券"或"保荐机构"）作为中稀 有色金属股份有限公司（以下简称"中稀有色"或"公司"）2021年向特定对象 发行股票的保荐机构，根据《证券发行上市保荐业务管理办法》《上市公司募集 资金监管规则》《上海证券交易所股票上市规则》及《上海证券交易所上市公司 自律监管指引第1号——规范运作》《上海证券交易所上市公司自律监管指引第 11号——持续督导》等有关规定，就中稀有色部分募集资金投资项目延期的情况 进行了审慎核查，核查的具体情况如下： 一、募集资金基本情况 （一）本次募集资金到位情况 经中国证券监督管理委员会《关于核准广晟有色金属股份有限公司非公开发 行股票的批复》（证监许可[2021]3931号）核准，公司向15名发行对象发行股票 34,633,619 股 ， 发 行 价 格 为 人 民 币 40.31 元 / 股 ， 募 集 资 金 总 额 为 人 民 币 1,396,081,181.89元，扣除相关不含税发行费用人民币9,837,724.92元后，实际募 集资金净额为人民币1,386 ...