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自然资源板块活跃,神华重组创纪录,稀土价格持续攀升
Jing Ji Guan Cha Wang· 2026-02-16 16:09
经济观察网 近7天(2026年2月9日至16日),中国自然资源板块热点集中在政策支持、大宗商品价格上 行及企业重大重组。主要事件包括:四川省新一轮找矿行动探获亿吨级磷矿和萤石资源;自然资源部推 出四方面举措支持现代化首都都市圈空间协同规划,强化矿业开发与生态保护协同;中国神华于2月13 日完成1335.98亿元收购国家能源集团12家企业股权,创A股最大重组纪录,提升清洁能源布局;稀土价 格持续攀升,氧化镨钕等产品年内涨幅超40%;碳酸锂、镍等商品期货价格显著上涨,受供需格局改善 驱动。 以上内容基于公开资料整理,不构成投资建议。 股票近期走势 如何抓住黄金波段机会?聪明钱的选择,黄金+股票一键搞定>> 华泰证券等机构指出,稀土行业供需格局改善,2025年迎来景气拐点,政策管控加强叠加新能源汽车、 机器人等领域需求增长,长期成长空间被看好。针对商品市场,分析认为碳酸锂需求"淡季不淡",中长 期看涨情绪主导;镍价受印尼配额缩减支撑,但短期供需两弱限制涨幅。 盛和资源(600392.SH)股价于2月12日创历史新高,收盘报31.21元,单日涨幅8.41%,近5日累计上涨 27.39%,成交金额达23.52亿元,主要 ...
盛和资源股价跌5.01%,易方达基金旗下1只基金重仓,持有106.24万股浮亏损失164.67万元
Xin Lang Ji Jin· 2026-02-13 06:53
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]
稀土指数盘初下跌2%,主要成分股普遍走低
Mei Ri Jing Ji Xin Wen· 2026-02-13 01:53
(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。 ...
盛和资源股价创新高
Di Yi Cai Jing· 2026-02-12 12:29
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) ...
2026年2月12日稀土行情:氧化铽均价632万元/吨上涨3万元/吨
Jin Rong Jie· 2026-02-12 12:07
Core Viewpoint - The rare earth market shows mixed price trends for key products, with some experiencing slight declines while others see modest increases, indicating a cautious market environment as the Chinese New Year approaches [1] Price Trends - Praseodymium and neodymium oxide average price is 841,300 CNY/ton, down 1,200 CNY/ton - Praseodymium and neodymium metal average price is 1,005,700 CNY/ton, down 4,300 CNY/ton - Dysprosium oxide average price is 1,452,900 CNY/ton, up 6,800 CNY/ton - Terbium oxide average price is 6,320,000 CNY/ton, up 30,000 CNY/ton [1] Market Activity - Limited transaction information for products like neodymium oxide, praseodymium oxide, lanthanum cerium oxide, and europium oxide, suggesting low purchasing interest - Most companies are in holiday mode, with only a few trading firms remaining active, leading to a low overall procurement willingness [1] Stock Performance - A-share market performance for rare earth permanent magnet concept stocks shows: - Shenghe Resources (600392) latest price 30.91 CNY, up 7.36%, transaction volume 4.319 billion CNY - China Rare Earth (000831) latest price 58.36 CNY, up 3.11%, transaction volume 3.050 billion CNY - Other notable stocks include Zhongxi Rare Earth (600259), Jintian Co. (601609), and Huaxin Environmental (301265) with varying price increases and transaction volumes [1]
小金属行情再爆发,东方钽业、章源钨业2天2板
2 1 Shi Ji Jing Ji Bao Dao· 2026-02-12 08:51
Core Viewpoint - The article highlights the rising prices of tungsten and rare earth metals, with tungsten reaching a historical high, amidst increasing global competition for critical minerals [1]. Group 1: Market Performance - On February 12, the three major indices collectively rose, with the ChiNext Index increasing by over 1% [1]. - Small metal sectors showed significant activity, with companies like Xianglu Tungsten and Dongfang Tantalum experiencing notable stock performance [1]. Group 2: Supply and Demand Dynamics - The market anticipates increased demand for replenishment after the Spring Festival, leading to improved short-term transaction volumes [1]. - The current supply situation for tungsten remains tight, with challenges such as reduced mining quotas, declining year-end shipments, and unstable import volumes [1]. - The global tungsten market faces a pronounced supply-demand imbalance, making it difficult to resolve short-term issues [1].
有色ETF富国(159168)今日上市,盘中震荡走高,涨幅一度达到1.74%!
Mei Ri Jing Ji Xin Wen· 2026-02-12 05:26
Core Viewpoint - The launch of the metal ETF by FuGuo (159168) has seen a positive market response, with a peak increase of 1.74% and a current increase of 1.64%, driven by rising prices in the non-ferrous metal sector and strong performance from key index constituents [1] Group 1: Market Performance - The non-ferrous metal prices are generally rising, reflecting strengthened market expectations regarding supply constraints and demand expansion [1] - Key index stocks such as Dongyangguang reached the daily limit, while Zhongwu High-tech and Shenghe Resources saw increases exceeding 6%, contributing to the overall index rise [1] Group 2: Future Outlook - Research institutions indicate that the upward momentum in non-ferrous metal prices is expected to continue after a significant rally in 2025, supported by supply disruptions, localized high demand, and inventory accumulation [1] - Increased trading activity due to loose liquidity and heightened risk aversion from geopolitical conflicts are anticipated to amplify price elasticity in metals [1] Group 3: Investment Opportunities - Investors interested in the non-ferrous metal sector can consider the FuGuo ETF (159168), which closely tracks the Industrial Non-Ferrous Index (H11059.CSI) [1] - The ETF selectively includes 30 large-cap listed companies involved in industrial metals such as copper, aluminum, rare earths, lead, zinc, tungsten, and molybdenum, with copper and aluminum accounting for over 50% of the index weight [1]
超2700只个股上涨





第一财经· 2026-02-12 03:51
Core Viewpoint - The A-share market shows positive momentum with significant gains in various sectors, particularly in the small metals, electric grid equipment, and semiconductor industries, while the film and gaming sectors are experiencing declines [3]. Market Performance - The Shanghai Composite Index rose by 0.12% to 4137.06, while the Shenzhen Component Index increased by 0.8% to 14274.93. The ChiNext Index saw a rise of 1.18% to 3323.56, and the STAR Market Index gained 0.93% to 1804.89 [4][12]. - Over 2700 stocks in the market experienced an increase by midday [3]. Sector Highlights - The electric grid equipment sector showed strong performance, with companies like Hailianxun rising over 18% and others reaching their daily limit [4]. - The shipping sector also performed well, with China Merchants Energy hitting its daily limit and achieving a historical high [5]. - The computing power leasing sector saw significant gains, with Yuke Technology hitting its daily limit and other companies like Dazhi Technology and Capital Online also rising [5]. Trading Volume - The total trading volume in the Shanghai and Shenzhen markets exceeded 1 trillion yuan [6]. Currency Movement - The offshore RMB against the US dollar broke the 6.9 yuan mark, indicating a strengthening of the currency [8]. Stock Movements - The film and cinema sector continued to adjust, with companies like Hengdian Film and Bona Film hitting their daily limit down [9]. - AI application stocks in the Hong Kong market showed strength, with Zhiyuan rising over 11% [10].
稀有金属早盘震荡走强,机构看好关键矿产资源价格上涨趋势丨盘中线索
2 1 Shi Ji Jing Ji Bao Dao· 2026-02-12 03:09
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]
工业有色ETF鹏华(159162)涨近2%,五矿商会将举办稀土和稀有金属出口政策及形势说明会
Xin Lang Cai Jing· 2026-02-12 03:05
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]