据生意社监测，氧化镨01月19日最新价格672500.00万元/吨，最近10天上涨8.03%，15天上涨13.50%， 30天上涨14.96%，60天上涨19.56%。 据生意社监测，氧化镨01月19日最新价格672500.00万元/吨，最近10天上涨8.03%，15天上涨13.50%， 30天上涨14.96%，60天上涨19.56%。 相关生产商有：北方稀土(600111)中色股份(000758)中国稀土(000831)盛和资源(600392)等。 相关生产商有：北方稀土(600111)中色股份(000758)中国稀土(000831)盛和资源(600392)等。 ...

稀有金属概念股早盘大幅走低，西部超导跌超5%，北方稀土、洛阳钼业、盛和资源跌超4%。 受盘面影响，稀有金属ETF跌超3%。 | 代码 | 名称 | 现价 | | 涨跌 涨跌幅 ▲ | | --- | --- | --- | --- | --- | | 562800 | 稀有金属ETF | 1.013 | -0.036 | -3.43% | | 561800 | 稀有金属ETF基金 | 1.081 | -0.038 | -3.40% | | 159671 | 稀有金属ETF基金 | 1.420 | -0.048 | -3.27% | | 159608 | 稀有金属ETF | 1.165 | -0.039 | -3.24% | 在券商看来，战略小金属储量有限、开采难度大且供给弹性不足，同时新能源、半导体、军工等下游需求快速增长，供需 矛盾加剧。在资源稀缺性持续凸显、需求结构升级及政策调控下，未来稀有金属价格有望延续上行趋势，具备资源储量优 势、技术壁垒及合规出口渠道的企业将持续受益。 （文章来源：每日经济新闻） ...

1月19日，盛和资源收涨1.55%，收盘价为24.18元，发生1笔大宗交易，合计成交量46.6万股，成交金额 998.64万元。 第1笔成交价格为21.43元，成交46.60万股，成交金额998.64万元，溢价率为-11.37%，买方营业部为广 发证券股份有限公司成都新光路证券营业部，卖方营业部为广发证券股份有限公司成都新光路证券营业 部。 进一步统计，近3个月内该股累计发生1笔大宗交易，合计成交金额为998.64万元。该股近5个交易日累 计下跌0.25%，主力资金合计净流出6061.76万元。 责任编辑：小浪快报 ...

Group 1 - The core viewpoint of the news highlights the positive performance of the rare earth sector, with the China Rare Earth Industry Index rising by 0.28% and several key stocks showing significant gains, such as Xiamen Tungsten rising by 5.35% [1] - The market regulatory authority has approved a series of national standards aimed at supporting the development of emerging fields, including standards for industrial internet platforms and digital supply chains, which will enhance the resilience of the industry chain [1] - The first quarter price of rare earth concentrate announced by Baotou Steel is 26,834 yuan/ton excluding tax, with a price adjustment of 536.68 yuan/ton for every 1% change in REO content, indicating a structured pricing mechanism in the rare earth market [2] Group 2 - The top ten weighted stocks in the China Rare Earth Industry Index account for 60.4% of the index, with notable companies including Northern Rare Earth, Jin Feng Technology, and Baotou Steel, reflecting the concentration of market power within a few key players [2] - The rare earth ETF managed by Harvest closely tracks the China Rare Earth Industry Index, providing a convenient investment tool for exposure to the domestic rare earth industry chain [3] - Investors can also access rare earth investment opportunities through the Harvest Rare Earth ETF linked fund, further facilitating investment in this sector [4]

Core Viewpoint - The report highlights the growth in China's non-ferrous metal production, indicating a positive trend in the industry with a year-on-year increase in output and a favorable investment outlook for the sector [1]. Group 1: Industry Overview - In November 2025, China's production of ten non-ferrous metals reached 6.99 million tons, reflecting a year-on-year growth of 4.7% [1]. - From January to November 2025, the cumulative production of these metals totaled 74.474 million tons, showing an overall increase of 3.8% compared to the previous year [1]. Group 2: Companies Involved - The report mentions several key companies in the non-ferrous metal sector, including Zijin Mining (601899), Luoyang Molybdenum (603993), China Aluminum (601600), Northern Rare Earth (600111), Jiangxi Copper (600362), Yunnan Copper (000878), Chihong Zn & Ge (600497), Zhongjin Gold (600489), Western Mining (601168), and Shenghe Resources (600392) [1]. Group 3: Research and Consulting - The report is published by Zhiyan Consulting, a leading industry consulting firm in China, which specializes in providing in-depth industry research reports, business plans, feasibility studies, and customized services [1].

Group 1 - The core viewpoint of the news is that Shenghe Resources has experienced fluctuations in stock price and significant changes in financial performance, indicating potential investment opportunities and market interest [1][2][3] Group 2 - As of January 13, Shenghe Resources' stock price decreased by 2.02% to 23.75 CNY per share, with a trading volume of 1.316 billion CNY and a market capitalization of 41.63 billion CNY [1] - The company has seen a year-to-date stock price increase of 10.31%, with a 6.03% rise over the last five trading days and a 13.75% increase over the last 20 days [1] - Shenghe Resources reported a revenue of 10.456 billion CNY for the period from January to September 2025, representing a year-on-year growth of 26.87%, and a net profit of 788 million CNY, which is a significant increase of 748.07% year-on-year [2] Group 3 - The company has distributed a total of 1.039 billion CNY in dividends since its A-share listing, with 561 million CNY distributed over the past three years [3] - As of September 30, 2025, the top ten circulating shareholders include Hong Kong Central Clearing Limited and Southern CSI 500 ETF, with notable changes in their holdings [3]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002842 | 翔鹭钨业 | 16.22 | -1.99% | 54.96万 | 8.89 Z | | 002378 | 草源钨业 | 16.65 | -1.83% | 110.37万 | 18.25 Z | | 000657 | 中钨高新 | 32.47 | -1.28% | 84.12万 | 27.22亿 | | 301026 | 浩通科技 | 32.68 | -1.27% | 10.35万 | 3.38亿 | | 600459 | 盖研铂业 | 21.32 | -1.16% | 66.24万 | 14.09亿 | | 601958 | 金铝股份 | 18.20 | -0.98% | 75.76万 | 13.77亿 | | 600281 | 华阳新材 | 6.18 | -0.16% | 19.90万 | 1.22亿 | | 002167 | 东方错业 | 13.48 | 0.00% | 46.30万 | 6.20亿 | | 001280 | ...

Core Viewpoint - The rare earth permanent magnet sector continues its strong performance from the previous week, with several companies reaching their daily price limits [1] Group 1: Company Performance - Jiaozuo Wanfang (000612) and China Rare Earth (600259) hit the daily limit up [1] - Wanlong Magnetic Plastic (603150), Northern Rare Earth (600111), and Shenghe Resources (600392) also experienced significant price increases [1]

证券代码：600392 证券简称：盛和资源 公告编号：临 2026-001 盛和资源控股股份有限公司 关于为控股子公司提供担保的进展公告 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、完整性承担个别及连带责任。 本次担保金额及已实际为其提供的担保余额：2025 年 12 月，公司在 2024 年年 度股东大会批准的担保额度范围内为包头三隆提供的融资担保金额为 2,500.00 万元。 截止 2025 年 12 月 31 日，公司及下属控股子公司为包头三隆提供融资担保余额为 12,500.00 万元。 一、担保情况概述 公司第八届董事会第二十次会议及 2024 年年度股东大会先后审议通过了《关于 2025 年度预计担保额度的议案》，根据公司及下属控股子公司 2025 年度生产经营和对 外投资计划的融资需求，同意公司为合并范围内控股子公司提供不超过 450,000 万元 （含之前数）的担保额度，用于办理包括但不限于长、短期贷款、票据、信用证、保 理等融资业务，本次预计提供担保总额占 2024 年经审计净资产的比例为 46.64%。前述 预计担保额度有 ...

（文章来源：每日经济新闻） 每经AI快讯，1月9日，稀土指数盘中上涨2%，成分股多数走强。其中，厦门钨业上涨5.43%，中稀有色 上涨4.06%，盛和资源上涨2.43%，中国稀土上涨1.58%，北方稀土上涨1.21%。 ...