截至2025年9月12日午间收盘，中证稀有金属主题指数(930632)强势上涨1.92%，成分股云路股份 (688190)上涨6.05%，东方钽业(000962)上涨5.82%，银河磁体(300127)上涨5.42%，东方锆业(002167)， 株冶集团(600961)等个股跟涨。稀有金属ETF基金(561800)半日收涨1.48%。拉长时间看，截至2025年9 月11日，稀有金属ETF基金近1周累计上涨6.45%，涨幅排名可比基金第一。 数据显示，截至2025年8月29日，中证稀有金属主题指数(930632)前十大权重股分别为北方稀土 (600111)、洛阳钼业(603993)、盐湖股份(000792)、华友钴业(603799)、天齐锂业(002466)、赣锋锂业 (002460)、中国稀土(000831)、盛和资源(600392)、中矿资源(002738)、厦门钨业(600549)，前十大权重 股合计占比57.58%。 | 股票代码 | 股票简称 | 涨跌幅 | 权重 | | --- | --- | --- | --- | | 000792 | 盐湖股份 | 1.14% | 8.52% | | 60011 ...

盛和资源所属申万行业为：有色金属-小金属-稀土。所属概念板块包括：稀土永磁、中盘、融资融券、 苹果三星、苹果产业链等。 截至8月29日，盛和资源股东户数23.37万，较上期增加52.22%；人均流通股7500股，较上期减少 34.30%。2025年1月-6月，盛和资源实现营业收入61.79亿元，同比增长13.62%；归母净利润3.77亿元， 同比增长650.09%。 分红方面，盛和资源A股上市后累计派现9.51亿元。近三年，累计派现4.73亿元。 机构持仓方面，截止2025年6月30日，盛和资源十大流通股东中，香港中央结算有限公司位居第六大流 通股东，持股2346.80万股，相比上期增加392.65万股。南方中证500ETF（510500）位居第七大流通股 东，持股2078.56万股，相比上期增加292.39万股。嘉实中证稀土产业ETF（516150）位居第九大流通股 东，持股714.10万股，为新进股东。南方中证申万有色金属ETF发起联接A（004432）退出十大流通股 东之列。 责任编辑：小浪快报 9月12日，盛和资源盘中上涨2.03%，截至10:16，报23.08元/股，成交9.90亿元，换手率2.48 ...

证券之星消息，9月11日小金属板块较上一交易日上涨2.63%，宝武镁业领涨。当日上证指数报收于 3875.31，上涨1.65%。深证成指报收于12979.89，上涨3.36%。小金属板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000831 | 中国稀土 | 3.40 乙 | 6.03% | -1.36 Z | -2.41% | -2.04 Z | -3.61% | | 002182 | 宝武镁业 | 2.66 Z | 17.35% | -1.21 乙 | -7.90% | -1.45 Z | -9.45% | | 600392 盛和资源 | | 9001.22万 | 3.50% | -3084.02万 | -1.20% | -5917.20万 | -2.30% | | 002378 | 草源钨业 | 7292.13万 | 8.10% | -3515.48万 | -3.91% | -3776 ...

截至2025年8月31日，工业金属行业（据申万二级）A股上市公司已完成2025年半年报的披露，对此我 们挑选了23家具有代表性的上市公司进行业绩比对分析。在我们选取的23家工业金属公司中，我们可以 看到，多数上市公司的利润状况有所改善。 中矿资源、厦门钨业、宝武镁业、金钼股份四家上市公司增收不增利。其中，中矿资源归母净利润由 2024年H1的4.73亿元同比下降81.16%至0.89亿元；宝武镁业归母净利润由2024年H1的1.2亿元同比下降 46.47%至0.64亿元；厦门钨业归母净利润由2024年H1的10.17亿元同比下降4.37%至9.72亿元；金钼股份 归母净利润由2024年H1的15.07亿元同比下降8.27%至13.82亿元。 北方稀土、东方钽业、章源钨业、安宁股份、华锡有色、贵研铂业、中钨高新、锡业股份8家上市公司 业绩双增，中国稀土、云南锗业、盛和资源、翔鹭钨业、华阳新材、东方锆业、广晟有色7家上市公司 业绩由亏转盈。其中，中国稀土归母净利润由2024年H1的亏损2.44亿元转为盈利1.62亿元；云南锗业归 母净利润由2024年H1的亏损0.09亿元转为盈利0.22亿元；盛和资源归母净利润由 ...

（文章来源：证券日报） 证券日报网讯 9月8日晚间，盛和资源发布公告称，2025年8月，公司为全资孙公司科百瑞提供的融资担 保金额为10，000.00万元。截止2025年8月31日，公司对下属控股子公司及下属控股子公司相互之间累 计提供的融资担保余额为279，200.00万元，占公司最近一期经审计净资产比例为28.94%。 ...

证券代码：600392 证券简称：盛和资源 公告编号：临 2025-050 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。 重要内容提示： 被担保人名称：四川省乐山市科百瑞新材料有限公司（以下简称"科百瑞"） 为盛和资源下属全资孙公司。 本次担保金额及已实际为其提供的担保余额：2025 年 8 月，公司在 2024 年年 度股东大会批准的担保额度范围内为科百瑞提供的融资担保金额为 10,000.00 万元。 截止 2025 年 8 月 31 日，公司及下属控股子公司为科百瑞提供融资担保余额为 13,000.00 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 ...

2025 年第三次临时股东会 会议资料 盛和资源控股股份有限公司 盛和资源•600392 二 ○ 二 五 年 九 月 600392 盛和资源控股股份有限公司 2025 年第三次临时股东会会议资料 参 会 须 知 为维护全体股东的合法权益，确保股东会的正常秩序和议事效率，根据《公司法》、 《证券法》、《公司章程》和中国证券监督管理委员会《上市公司股东会规则》的有关规 定，特制定如下参会须知，望出席股东会的全体人员严格遵守： 1、为能及时统计出席会议的股东（股东代理人）所代表的持股总数，务请登记出席 股东会的各位股东准时出席会议。 2、为保证股东会的严肃性和正常秩序，切实维护与会股东（股东代理人）的合法权 益，除出席会议的股东（股东代理人）、公司董事、董事会秘书、高级管理人员、公司聘 任律师、会计师及董事会邀请的人员外，公司有权依法拒绝其他人员进入会场。 3、股东参加股东会，依法享有发言权、表决权等各项权利，并履行法定义务和遵守 有关规则。对于干扰股东会秩序和侵犯其他股东合法权益的，将报告有关部门处理。 4、股东会召开期间，股东可以发言。股东要求发言时可先举手示意，经会议主持人 许可后，方可发言或提出问题。股东要 ...

Investment Rating - The report maintains a positive outlook on the non-ferrous metal sector, particularly under the current easing cycle, with a focus on resource stocks [2][3]. Core Insights - Recent weak employment data in the US has led to increased expectations for interest rate cuts, influencing the metal market. Attention is drawn to upcoming inflation data from China and the US to avoid unexpected market disruptions [2]. - Gold has shown strong performance, driven by monetary easing, loss of Federal Reserve independence, and rising European risks, with expectations for continued price increases following a technical breakout [2]. - The report highlights that many metal prices are expected to strengthen throughout the year, with continuous upward revisions in company EPS forecasts. Key metals to watch include copper, gold, rare earths, tungsten, antimony, cobalt, and aluminum [2][3]. Industry Overview - The non-ferrous metal sector has shown a significant increase in stock performance, with the industry index rising by 2.12% this week, ranking third among sectors. Precious metals led with a 10.73% increase, followed by energy metals at 5.86% [4]. - The report notes that the total market capitalization of the sector is approximately 536.72 billion, with 235 listed companies [3]. - The report emphasizes the strong performance of tungsten prices due to supply constraints and robust demand, particularly in military and renewable energy sectors [7]. Key Metal Performance - Copper: As of September 4, copper inventories in major regions increased by 0.35 million tons to 1.406 million tons, while LME inventories decreased by 950 tons to 158,000 tons. The report maintains a positive long-term outlook for copper prices, citing historical low valuations [4][5]. - Aluminum: Domestic aluminum ingot inventories reached 626,000 tons, with a slight increase. The report suggests that while the aluminum market is under pressure, long-term fundamentals remain positive [5]. - Precious Metals: Gold and silver prices have increased, with gold reaching $3,587 per ounce, up 4.0% week-on-week. The report anticipates continued strength in precious metal prices due to dovish signals from the Federal Reserve [7]. Strategic Recommendations - The report recommends focusing on companies involved in copper, aluminum, tungsten, and rare earths, highlighting specific firms such as Zijin Mining, China Nonferrous Mining, and Jiangxi Copper [4][5]. - For precious metals, companies like Lingbao Gold and Shandong Gold are noted as key players to watch [7]. - In the lithium and cobalt sectors, the report suggests monitoring companies like Huayou Cobalt and Luoyang Molybdenum due to expected supply tightness and price increases [7].

Summary of Key Points Core Viewpoint - Shenghe Resources (600392) experienced a significant stock price decline of 15.81% this week, closing at 22.9 yuan as of September 5, 2025, after reaching a nearly one-year high of 27.66 yuan on September 1, 2025 [1]. Shareholder Changes - As of August 29, 2025, the number of shareholders for Shenghe Resources reached 233,700, an increase of 80,200 shareholders or 52.22% since June 30, 2025 [1][3]. - The average number of shares held per shareholder decreased from 11,400 shares to 7,500 shares, with the average market value of shares held being 204,000 yuan [1]. Company Announcements - Shenghe Resources announced an adjustment in the acquisition price for Peak Rare Earths Limited from 158 million AUD (approximately 742.6 million yuan) to 195 million AUD (approximately 916.5 million yuan) due to a significant increase in domestic and international rare earth market prices [1][3]. - The implementation entity for the acquisition has changed from Ganzhou Chenguang Rare Earth New Materials Co., Ltd. to Shenghe Resources (Singapore) Co., Ltd., with the acquisition to be funded using its own overseas capital [1]. - The transaction has received approval from the Tanzania Mining Commission but still requires approval from the Tanzania Fair Competition Commission, the shareholders' meeting of Peak, and the Australian court; failure to obtain timely approvals may result in the termination of the transaction [1].

Group 1 - The company held a half-year performance briefing on September 5, 2025, to discuss its operational results and financial indicators with investors [1] - The company aims to focus on its rare earth business while also considering zirconium-titanium and other rare resources, emphasizing quality improvement and increased cash dividends to enhance investor satisfaction [2][16] - The company reported a significant decline in rare earth production in the first half of 2025, primarily due to industry policies and international circumstances, leading to a reduction in high-value product output [11][16] Group 2 - The company has approximately 25,400 tons of rare earth smelting and separation capacity, with most facilities operating at high utilization rates, except for one facility currently under relocation [3] - The company is actively exploring global resource projects and has established a dual circulation development model combining international resources with domestic industry [9][16] - The company has adjusted the acquisition price for Peak Rare Earths Limited from AUD 15.8 million to AUD 19.5 million due to significant changes in the rare earth market [20][24] Group 3 - The company has diversified its raw material supply channels, primarily sourcing light rare earth materials from domestic and international mines, ensuring that the cessation of supply from MP company will not significantly impact operations [16] - The company’s inventory increased to CNY 5.234 billion as of June 30, 2025, with a composition mainly of raw materials, work-in-progress, and finished goods [12][18] - The company is optimistic about the future of the zirconium-titanium market and is actively upgrading its overseas zirconium-titanium heavy sand resource projects to improve performance [5][12]