Group 1 - The core point of the news is that Shenghe Resources experienced a decline of 5.01% in its stock price, reaching 29.36 CNY per share, with a trading volume of 3.217 billion CNY and a turnover rate of 6.11%, resulting in a total market capitalization of 51.463 billion CNY [1] - Shenghe Resources Holdings Co., Ltd. is located in Chengdu, Sichuan Province, and was established on July 1, 1998, with its listing date on May 29, 2003. The company's main business involves rare earth smelting, separation, deep processing, and trading, as well as zirconium-titanium mining and processing [1] Group 2 - From the perspective of major fund holdings, data shows that one fund under E Fund has a significant position in Shenghe Resources. The E Fund CSI Rare Earth Industry ETF (159715) reduced its holdings by 103,500 shares in the fourth quarter, now holding 1.0624 million shares, which accounts for 4.23% of the fund's net value, ranking as the tenth largest holding [2] - The E Fund CSI Rare Earth Industry ETF (159715) was established on September 1, 2021, with a latest scale of 540 million CNY. Year-to-date, it has achieved a return of 16.71%, ranking 254 out of 5,569 in its category; over the past year, it has returned 95.37%, ranking 108 out of 4,295; and since inception, it has returned 40.55% [2] - The fund manager of E Fund CSI Rare Earth Industry ETF (159715) is Liu Wenkuai, who has been in the position for 2 years and 159 days. The total asset scale of the fund is 4.19 billion CNY, with the best return during his tenure being 108.42% and the worst being 0.58% [2]

（文章来源：每日经济新闻） 每经AI快讯，2月13日，稀土指数盘初下跌2%，主要成分股普遍走低。北方稀土、厦门钨业、盛和资 源、中国稀土、中稀有色等跌幅居前。 ...

盛和资源涨4.34%，报30.04元/股，股价再创新高，总市值突破526.54亿元，成交额达10.67亿元。（AI 生成） ...

A股市场部分稀土永磁概念股行情表现（2026年2月12日） 代码名称最新价（元）涨跌幅（%）成交额600392盛和资源30.917.3643.19亿元600259中稀有色 87.373.614.78亿元000831中国稀土58.363.1130.50亿元601609金田股份11.643.16.27亿元301265华新环保 14.73.011.38亿元 2026年2月12日稀土市场行情： 根据包头稀土产品交易所显示，今日稀土主流产品价格走势分化。氧化镨钕均价84.13万元/吨，下跌 0.12万元/吨；金属镨钕均价100.57万元/吨，下跌0.43万元/吨；氧化镝均价145.29万元/吨，上涨0.68万 元/吨；氧化铽均价632.00万元/吨，上涨3.00万元/吨。今日询价氧化钕、氧化镨、氧化镧铈、氧化铕等 产品成交信息较少，请慎重参考。目前，多数企业进入放假状态，除少数贸易企业保持活跃，整体采购 意愿较低，镨钕产品报价保持弱稳。中重稀土报价延续小幅增长，但实际采购也很少，市场活动缓慢。 春节临近，稀土价格走稳，建议商家持续关注后市变化。 本文源自：市场资讯 作者：行情君 ...

（文章来源：21世纪经济报道） 消息面上，以钨、稀土为代表的小金属价格持续走高，其中钨价连创历史新高。与此同时，全球对关键 矿产的争夺日趋激烈。 华西证券表示，进入2026年，市场对春节后补库需求的预期持续升温，部分持货商顺势低位回补仓位， 带动短期成交量边际改善。目前钨原料供应偏紧的局面尚未缓解。短期来看，国内钨矿市场面临可用开 采指标量减少、钨矿山年底出货量下降、进口量不稳定等多种供应干扰，面对市场需求的持续增长，全 球钨市场供需矛盾突出，短期难以破局。 2月12日，三大指数集体收涨，创业板指涨超1%。板块上，小金属反复活跃，翔鹭钨业5天3板，东方钽 业、章源钨业2天2板，盛和资源、中钨高新涨超5%跟涨。 ...

2月12日，有色ETF富国（159168）正式上市交易，涨幅一度达到1.74%，截至发稿的最新涨幅为 1.64%！指数成分股中，东阳光涨停，中坞高新、盛和资源等成分股涨幅超过6%，推动指数上行。 消息面上，有色金属价格普遍上涨，反映市场对供给约束与需求扩张的预期持续强化。 对有色金属板块感兴趣的投资者，可以关注富国基金旗下的有色ETF富国（159168），该产品紧密跟踪 工业有色指数（H11059.CSI），严格筛选30只业务涉及铜、铝、稀土、铅锌、钨钼等工业金属领域的大 市值上市公司，铜、铝两大板块的权重合计超50%，使工业有色指数的核心更突出，剑指全球高端制造 浪潮的强劲β。 （文章来源：每日经济新闻） 研究机构表示，在经历2025年的大涨行情后，有色金属价格上涨动能有望延续，供应扰动、需求的局部 高景气和囤货行为为金属价格带来强支撑，流动性宽松带来的交易活跃度上升以及地缘冲突带来的避险 情绪升温有望放大金属的价格弹性。 ...

2026.02. 12 本文字数：1155，阅读时长大约2分钟 作者 | 一财阿驴 10:38 沪深两市成交额突破1万亿元。 10:23 电力板块震荡拉升，晋控电力涨停，豫能控股2连板，闽东电力、赣能股份、涪陵电力走高。 11:32 A股午盘丨创业板指半日涨超1%，电网设备板块走高 沪指涨0.12%，深成指涨0.8%，创业板指涨1.18%，科创综指涨0.93%。小金属、电网设备、特高 压板块走强，半导体板块表现活跃，影视院线、短剧游戏板块跌幅居前。截至午盘，全市场超2700 只个股上涨。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | 000001 上证指数 | | 4137.06 | 5.07 | 0.12% | | 399001 | 深证成指 | 14274.93 113.99 | | 0.80% | | 881001 万得全A | | 6839.37 | 36.95 | 0.54% | | 000680 | 科创综指 | 1804.89 | 16.67 | 0.93% | | 399006 | 创业板指 | 3323.56 | ...

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 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 Viewpoint - The rare earth concept stocks in the A-share market experienced a significant increase, driven by rising prices of rare earth products, particularly praseodymium oxide and neodymium oxide, which have seen substantial price hikes this year [1][2]. Price Trends - As of February 11, the average price of praseodymium oxide reached 877,000 yuan per ton, with an increase of over 260,000 yuan per ton this year, representing a growth of 43.42% - The average price of neodymium oxide reached 870,000 yuan per ton, with a year-to-date increase of 260,000 yuan per ton, reflecting a growth of 42.62% - The cumulative price increase for praseodymium-neodymium, metallic neodymium, and metallic praseodymium has exceeded 35% this year [1]. Stock Performance - 盛和资源 (Shenghe Resources) saw a price increase of 5.94% with a total market value of 53.5 billion yuan and a year-to-date increase of 41.66% [2] - 金田股份 (Jintian Co.) increased by 3.90%, with a market value of 20.3 billion yuan and a year-to-date increase of 8.61% [2] - 厦门铝业 (Xiamen Tungsten) rose by 3.42%, with a market value of 101.9 billion yuan and a year-to-date increase of 56.28% [2] - 华新环保 (Hua Xin Environmental) increased by 3.36%, with a market value of 4.469 billion yuan and a year-to-date increase of 6.04% [2] - Other notable stocks include 九菱科技 (Jiuling Technology) with a 2.59% increase, 中色股份 (China Nonferrous) with a 2.39% increase, and 中国稀土 (China Rare Earth) with a 2.26% increase [2].