Group 1 - The core viewpoint highlights the significant rise in rare metal stocks driven by the dual forces of new energy transition and high-end manufacturing upgrades, with the rare metal theme index showing a strong performance [1][2] - As of November 27, 2025, the rare metal ETF fund has accumulated a 15.14% increase over the past three months, indicating strong investor interest and market momentum [1] - The liquidity of the rare metal ETF fund is notable, with a turnover rate of 5.29% and a total transaction volume of 975.95 million yuan, reflecting active trading [1] Group 2 - The strategic value of rare metals is emphasized, with traditional demand remaining stable while emerging fields like humanoid robots and low-altitude economy are becoming significant growth drivers [2] - The industry is experiencing increased concentration due to tighter domestic supply controls and enhanced export regulations, which are expected to support rising rare metal prices and improve corporate profitability [2] - The top ten weighted stocks in the rare metal theme index account for 60% of the index, with companies like Northern Rare Earth and Luoyang Molybdenum leading the way [2][4]

《华尔街日报》11月22日报道称，现在全球都在世界各地抢购关键稀土矿山资源，希望能建立不依赖中 国的稀土供应体系，多年前澳大利亚矿业公司曾收购过一个非洲矿山，有望能帮助西方摆脱对中国稀土 资源的依赖。然而几周前，该项目却还是落入了中国手中。 澳大利亚矿业公司Peak Rare Earths未能建立起不依赖中国的稀土矿供应体系，而中国凭借稀土优势，成 功在贸易战中迫使美国总统特朗普做出关键让步。 中国高度控盘稀土 美媒称中国在稀土领域的地位犹如刚果民主共和国生产控制钴。 中国再下一城：非洲关键矿山 2010年，澳大利亚公司Peak在坦桑尼亚Ngualla矿区发现了世界上最好的稀土矿藏之一，储有88.7万吨高 品质钕镨矿床，钕镨是稀土里的明星元素。该公司原计划在英国进行提炼，从而在中国以外的地区建立 一体化的稀土生产链。 因为此时，中国已经控制了世界上大部分主要的稀土矿，而且当时中国大量的稀土出口供应使得国际稀 土价格始终无法被炒高，也使得国际资本并不看好稀土的利润增长空间，不愿意对其投资也使得西方矿 产公司难以筹集资金开采新矿。 其实在过去十年里，欧美国家已经意识到对中国工业供应的依赖，一些西方公司内部不断强调 ...

Core Viewpoint - The stock of Shenghe Resources has experienced a significant increase of 94.37% year-to-date, but has recently faced declines in the short term, with a drop of 7.17% over the last five trading days and 15.67% over the last 20 days [1] Financial Performance - For the period from January to September 2025, Shenghe Resources reported a revenue of 10.456 billion yuan, representing a year-on-year growth of 26.87%. The net profit attributable to shareholders reached 788 million yuan, showing a substantial increase of 748.07% compared to the previous year [2] Shareholder Information - As of November 10, 2025, the number of shareholders for Shenghe Resources was 239,700, a slight decrease of 0.08% from the previous period. The average number of circulating shares per shareholder increased by 0.07% to 7,312 shares [2] - The company has distributed a total of 1.039 billion yuan in dividends since its A-share listing, with 561 million yuan distributed over the last three years [3] Institutional Holdings - As of September 30, 2025, the top ten circulating shareholders included Hong Kong Central Clearing Limited as the sixth largest shareholder with 35.4767 million shares, an increase of 12.0087 million shares from the previous period. The Southern CSI 500 ETF held 20.4321 million shares, a decrease of 353,500 shares, while the Harvest CSI Rare Earth Industry ETF increased its holdings by 795,400 shares to 15.095 million shares [3]

11月21日，盛和资源跌5.04%，截至发稿，报20.14元/股，成交6.14亿元，换手率1.72%，总市值353.02 亿元。 资料显示，盛和资源控股股份有限公司位于四川省成都市双流区怡腾路399号，成立日期1998年7月1 日，上市日期2003年5月29日，公司主营业务涉及稀土冶炼分离与深加工及稀土贸易业务。锆钛选矿及 加工业务。 从基金十大重仓股角度 稀土ETF（516780）成立日期2021年2月26日，最新规模32.98亿。今年以来收益70.84%，同类排名 120/4208；近一年收益59%，同类排名162/3972；成立以来收益68.72%。 稀土ETF（516780）基金经理为谭弘翔。 截至发稿，谭弘翔累计任职时间4年258天，现任基金资产总规模351.61亿元，任职期间最佳基金回报 88.09%， 任职期间最差基金回报-37.2%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，华泰柏瑞基金旗下1只基金重仓盛和资源。稀土E ...

Core Viewpoint - The stock of Shenghe Resources has experienced a significant increase of 105.13% year-to-date, but has recently seen a decline in the last five, twenty, and sixty trading days, indicating potential volatility in the market [1]. Financial Performance - For the period from January to September 2025, Shenghe Resources reported a revenue of 10.456 billion yuan, representing a year-on-year growth of 26.87% [2]. - The net profit attributable to shareholders for the same period was 788 million yuan, showing a remarkable year-on-year increase of 748.07% [2]. Shareholder Information - As of November 10, 2025, the number of shareholders for Shenghe Resources was 239,700, a slight decrease of 0.08% from the previous period [2]. - The average number of circulating shares per shareholder increased by 0.07% to 7,312 shares [2]. Dividend Distribution - Since its A-share listing, Shenghe Resources has distributed a total of 1.039 billion yuan in dividends, with 561 million yuan distributed over the past three years [3]. Institutional Holdings - As of September 30, 2025, Hong Kong Central Clearing Limited was the sixth largest circulating shareholder, holding 35.4767 million shares, an increase of 12.0087 million shares from the previous period [3]. - The Southern CSI 500 ETF was the seventh largest circulating shareholder, holding 20.4321 million shares, a decrease of 353,500 shares [3]. - The Jiashi CSI Rare Earth Industry ETF was the ninth largest circulating shareholder, holding 15.095 million shares, an increase of 795,400 shares [3].

证券日报网讯盛和资源（600392）11月17日在互动平台回答投资者提问时表示，公司以稀土生产加工为 业务重心，将持续聚焦并做强做优主业。 ...

证券日报网讯盛和资源（600392）11月17日在互动平台回答投资者提问时表示，截至2025年11月10日公 司股东人数为239711户。 ...

证券日报网讯盛和资源（600392）11月17日在互动平台回答投资者提问时表示，2025年1月-6月份公司 研发支出22，303.62万元，同比增长12.02%。公司长期以来重视技术研发和科技创新，截至目前拥有 400余项专利技术，获得了多个国家级、省级科技类奖项。 ...

证券日报网讯盛和资源（600392）11月17日在互动平台回答投资者提问时表示，今年前三季度受市场供 需格局变化等因素影响，稀土主要产品市场需求整体向好、产品价格同比上涨。公司紧抓市场机遇，优 化产品生产及市场营销，加强管理赋能及成本管控，经营业绩与去年同期相比取得大幅度增长。 ...

格隆汇11月17日丨盛和资源(600392.SH)在投资者互动平台表示,公司稀土业务主要产品为稀土氧化物及 金属，不直接供货给汽车整车生产企业。 ...