每经记者：叶峰 每经编辑：肖芮冬 受盘面影响，跟踪中证稀土产业指数的ETF跌超2%。 有券商表示，在"碳中和"等政策的持续推动下，新能源汽车、风力发电及节能电机等高端磁材需求增长迅速。此外， 传统制造领域需求复苏及人形机器人加速落地为稀土需求注入增长动力。 | 代码 | 名称 | 现价 | | 涨跌 涨跌幅 ▲ | | --- | --- | --- | --- | --- | | 159715 | 稀土ETF易方达 | 1.113 | -0.036 | -3.13% | | 159713 | 稀土ETF | 1.218 | -0.037 | -2.95% | | 516780 | 稀土ETF | 1.644 | -0.042 | -2.49% | | 516150 | 稀土ETF嘉实 | 1.701 | -0.041 | -2.35% | 每日经济新闻 中证稀土产业指数选取涉及稀土开采、稀土加工、稀土贸易和稀土应用等业务相关上市公司证券作为样本，以反映稀 土产业上市公司证券的整体表现。 稀土概念股走低，北方稀土跌超7%，中国稀土、包钢股份跌超6%，盛和资源跌超5%。 ...

智通财经记者 | 田鹤琪 时隔半年，工业和信息化部(下称工信部)、国家发展改革委、自然资源部于8月22日正式发布《稀土开 采和稀土冶炼分离总量调控管理暂行办法》（下称《办法》）。 除上述两大集团外，国内还有广东稀土产业集团、厦门钨业(600549.SH)、盛和资源等稀土公司。 此次发布的《办法》相比于《征求意见稿》，未限定企业为 "大型稀土企业集团及所属企业"，而是规 定 "稀土生产企业由工业和信息化部会同自然资源部确定"，且责任主体为 "稀土生产企业对本企业指标 执行情况负责"。 总量控制指标的下达流程方面，《征求意见稿》表示，指标由工信部等下达给 "稀土集团和有关省 （区、市）主管部门"，再由 "稀土集团分解下达给所属企业，并报工信部等备案"，流程为 "政府-集团- 企业"。 该受政策影响，8月25日开盘，稀土板块走强。截至当天收盘，北方稀土(600111.SH)报52.69元/股，涨 幅达9.89%，中国稀土(000831.SZ)、盛和资源(600392.SH)、广晟有色(600259.SH)均涨超3%。 关于制定《办法》的背景，工业和信息化部产业政策与法规司于同日发布的《解读》一文中表示，稀土 是重要 ...

● 刘英杰 谭丁豪 在政策推动和需求增长共振下，稀土产业链多数公司中报业绩向好，受到市场关注。Wind数据显示，8 月18日以来，万得稀土概念指数大涨19.41%。 分析人士认为，稀土行业长期受益于新能源汽车、机器人等应用场景需求增长，资源稀缺性进一步凸 显，价格中枢有望上移，板块投资价值值得重视。 政策持续推动 Wind数据显示，8月25日，万得稀土概念指数大涨6.67%。指数成分股中，包钢股份涨停，北方稀土大 涨9.89%，华宏科技、中国稀土等跟涨。 消息面上，工业和信息化部、国家发展改革委、自然资源部日前联合公布《稀土开采和稀土冶炼分离总 量调控管理暂行办法》。 《办法》明确，国家对稀土开采（含稀土矿产品等）和对通过开采、进口以及加工其他矿物所得的各类 稀土矿产品（含独居石精矿）的冶炼分离实行总量调控管理。稀土生产企业应当严格遵守法律、行政法 规和国家有关规定，在总量控制指标范围内从事稀土开采和稀土冶炼分离。 总量控制指标执行方面，《办法》要求稀土生产企业对本企业的总量控制指标执行情况负责。稀土生产 企业应当及时向住所地的县级人民政府工业和信息化、自然资源主管部门报送月度、年度总量控制指标 执行情况。稀 ...

Investment Rating - The report suggests a positive outlook for the rare earth industry, indicating a potential for significant price increases and improved valuations due to supply reforms and market dynamics [6][40]. Core Insights - The implementation of the "Interim Measures for Total Control of Rare Earth Mining and Smelting Separation" marks a significant regulatory shift, enhancing government control over the rare earth supply chain [1][12]. - Rapid increases in processing fees for heavy rare earths signal a tightening supply and improved bargaining power for compliant smelting plants [2][14]. - Export volumes for key rare earth materials are recovering, with notable increases in the export of neodymium-iron-boron, suggesting a positive trend for future exports [3][20]. - Supply disruptions from Myanmar's mining operations could further impact the domestic supply of rare earths, particularly if mining is halted as planned [4][36]. - Future quotas for rare earth mining may not be publicly disclosed, indicating a more controlled and potentially limited supply growth [5][40]. Summary by Sections Section 1: Regulatory Changes - The "Interim Measures" officially include previously unregulated imported ore processing, establishing a traceability system for better supply monitoring [1][12]. Section 2: Processing Fees - Heavy rare earth processing fees surged from 1,500 RMB/ton to 15,000 RMB/ton, reflecting a tightening market and reduced buyer interest in imported ores [2][14]. Section 3: Export Recovery - Following export controls in April 2025, there was a recovery in export volumes for terbium and neodymium-iron-boron, with July figures showing a 6% increase in neodymium-iron-boron exports [3][20]. Section 4: Supply Disruptions - Myanmar's mining operations face potential halts, which could significantly affect the domestic supply of neodymium and praseodymium [4][36]. Section 5: Quota Management - The first batch of mining and smelting separation quotas for 2025 has been issued but may not be publicly disclosed in the future, suggesting a more conservative growth outlook [5][40]. Section 6: Investment Recommendations - The report recommends focusing on companies like China Rare Earth, Guangsheng Nonferrous, and Northern Rare Earth, which are positioned to benefit from supply reforms and market dynamics [6][43][44].

财经图解 . 财经大事早知道，关注东方财富股票！ 以下文章来源于财经图解 ，作者十字路口 周四(8月21日)小金属概念再度活跃，钨、稀土方向领涨，章源钨业涨停，中国稀土、北方稀土涨幅靠前。 今年以来电解钴、氧化钨、镨钕氧化物等价格不断上行。第三方机构数据显示，截至8月21日，金属钴平均报价26.3元/吨，较年初涨超50%；钨精矿价格 报21.8万元/吨，较年初上涨52%；稀土方面，镨钕氧化物平均价报65万元/吨左右，较年初上涨超50%。 作为"工业维生素"，小金属在新能源、高端制造等领域用途广泛且难以替代。 多位分析人士表示，今年以来，小金属（稀土、钴、钨等）价格及相关个股十分亮眼，其核心驱动因素主要来自供应改变及新兴需求增长。其供需失衡的 基本面格局在未来较长时间内难有明显改观，价格上涨趋势或延续。 同时，一批小金属相关个股业绩显著提升。比如北方稀土预计上半年归母净利润同比增长上限超2000%，又比如盛和资源预计上半年净利润同比增长上限 超600%。 国信期货首席分析师顾冯达表示，金属行业股期联动机制较为显著。当前小金属板块估值水平尚未充分反映市场预期，估值分化较为显著。 对于小金属后市，顾冯达表示，钴、锑 ...

中证稀土产业指数选取涉及稀土开采、稀土加工、稀土贸易和稀土应用等业务相关上市公司证券作为样本，以反映稀土产业 上市公司证券的整体表现。 稀土概念股午后走低，卧龙电驱跌10%，领益智造跌超7%，北方稀土、盛和资源跌超2%。 受盘面影响，跟踪中证稀土产业指数的ETF跌超2%。 | 代码 | 名称 | 现价 | | 涨跌 涨跌幅 ▲ | | --- | --- | --- | --- | --- | | 516150 | 稀土ETF嘉实 | 1.586 | -0.040 | -2.46% | | 516780 | 稀土ETF | 1.530 | -0.038 | -2.42% | | 159713 | 稀土ETF | 1.136 | -0.028 | -2.41% | | 159715 | 稀土ETF易方达 | 1.039 | -0.025 | -2.35% | 有券商表示，在"碳中和"等政策的持续推动下，新能源汽车、风力发电及节能电机等高端磁材需求增长迅速。此外，传统制 造领域需求复苏及人形机器人加速落地为稀土需求注入增长动力。 （文章来源：每日经济新闻） ...

Group 1 - The stock price of Shenghe Resources experienced fluctuations on August 20, opening at 24.00 yuan, reaching a high of 24.84 yuan, a low of 23.44 yuan, and closing at 23.81 yuan, down 2.50% from the previous trading day [1] - The company is primarily engaged in rare earth mining, smelting separation, and deep processing, with products widely used in new energy, new materials, and energy-saving environmental protection sectors [1] - As a significant player in the rare earth industry, the company's operations cover the entire industry chain from upstream resource development to downstream applications [1] Group 2 - On August 20, there was a net outflow of 8.23 billion yuan in main funds, with a cumulative net outflow of 10.85 billion yuan over the past five trading days [1] - The trading volume for the day was 2.3724 million hands, with a transaction amount of 5.699 billion yuan, resulting in a turnover rate of 13.53% [1]

Core Viewpoint - The rare earth sector experienced a significant increase, with several companies showing notable gains in their stock prices [1] Group 1: Company Performance - Huahong Technology saw a substantial rise of 8.35% in its stock price [1] - Northern Rare Earth increased by 4.52% [1] - Shenghe Resources rose by 2.80% [1] - Xiamen Tungsten gained 1.21% [1] - Guangsheng Nonferrous Metals experienced a 0.83% increase [1]

Group 1 - The Xinhua 500 Index (989001) closed at 4668.98 points on August 18, with an increase of 0.95% [1][4] - The index opened higher in the morning, experienced a slight pullback for gap filling, and then rose significantly before narrowing its gains in the afternoon [3] - The index reached a high of 4704.83 points and a low of 4625.92 points during the trading day, with a total trading volume of 893.2 billion yuan, which was an increase compared to the previous trading day [3] Group 2 - Notable gainers among constituent stocks included Mango Super Media, which rose by 16.98%, Junshi Biosciences by 12.05%, and Tonghuashun by 10.27%, with several stocks reaching approximately 10% limit up [3] - Conversely, stocks such as Bank of China Securities, Siyuan Electric, and CITIC Special Steel experienced significant declines [3]

Core Viewpoint - The rare earth permanent magnet concept stocks in the A-share market have collectively strengthened, with significant price increases observed across various companies [1]. Group 1: Stock Performance - Benlang New Materials saw a rise of over 13.44%, with a total market value of 4.069 billion and a year-to-date increase of 185.59% [2]. - Jintian Co. and Northern Rare Earth (600111) both reached the 10% limit up, with market values of 21.3 billion and 155.1 billion respectively, and year-to-date increases of 115.76% and 102.42% [2]. - Huahong Technology (002645) increased by 9.99%, with a market value of 9.544 billion and a year-to-date increase of 140.62% [2]. - Other notable performers include Zhongke Magnetic Industry (8.25% increase), Shenghe Resources (8.15% increase), and Yingweiting (8.09% increase), with respective market values of 9.232 billion, 43.9 billion, and 8.371 billion [2]. - Longmag Technology rose by 7.78%, with a market value of 7.727 billion and a year-to-date increase of 110.34% [2]. - China Rare Earth and Baogang Co. both saw increases of over 5%, with market values of 47.5 billion and 121.4 billion respectively [2].