证券日报网讯2月3日，盛和资源（600392）在互动平台回答投资者提问时表示，公司产品以国内销售为 主；在严格遵守国家法律法规及产业政策的前提下，近两年公司有部分产品销往欧盟国家，该部分业务 的销售方式以直接对外出口为主。 ...

证券日报网讯2月3日，盛和资源（600392）在互动平台回答投资者提问时表示，截至2026年1月20日公 司股东人数为179868户。 ...

中国稀土（000831）公司盛和资源（600392）（600392.SH）被澳大利亚矿业公司Energy Transition Minerals Ltd（下称ETM公司，澳交所证券代码：ETM）"单方面毁约"，后者近期正筹划重启在格陵兰 岛的稀土项目。 2月2日晚，盛和资源公告披露对外投资事项的进展，早在2016年，盛和资源以及控股子公司乐山盛和与 格陵兰矿物能源有限公司（ETM公司前身）签订相关协议，参与格陵兰矿物能源有限公司增发，增发 完成后乐山盛和拥有格陵兰公司全部已发行股份的12.5%，并获得一名非执行董事席位，该事项此后也 获得澳洲外国投资审查委员会（FIRB）批准。 盛和资源公告称，自上述投资达成至今，格陵兰公司先后进行了多轮股份增发并完成了公司更名（更改 后的公司名称为Energy Transition Minerals Ltd，即"ETM公司"）。2024年1月，盛和资源通过行使反稀 释权利认购ETM公司发行普通股股份436.7276万股，截止目前公司通过控股子公司合计持有1.29亿股 ETM公司普通股股份，持股比例约为6.5%。 据称，ETM公司近日发布公告单方面宣布，其与盛和资源于2016 ...

Core Insights - The U.S. and Japan are actively seeking to reduce their dependence on rare earth elements, with Japan conducting successful trials for rare earth mud extraction in the Pacific Ocean [1] - Japan currently relies on China for over 70% of its rare earth imports, prompting increased focus on domestic development following China's export restrictions [1] - The U.S. plans to initiate a critical mineral reserve program with an initial funding of $12 billion to decrease reliance on China for rare earth resources [1] - China maintains a dominant position in rare earth resources, extraction technology, and downstream applications, making it challenging for other countries to rebuild their rare earth supply chains [1] Industry Performance - The A-share rare earth sector showed strong performance, with the sector rising by 3.80%, led by companies like Longhua Technology, which increased by 11.46% [3] - Analysts highlight a supply-demand resonance in the rare earth market, with increasing supply concentration and growing demand from sectors like new energy and high-end manufacturing [3] - The strategic value of rare earth resources is becoming more pronounced globally, with many countries emphasizing the importance of critical mineral reserves [3] Company Highlights - Shenghe Resources is a significant player in the domestic rare earth industry, involved in mining, refining, and recycling, with projected earnings growth exceeding 339% by 2025 [5] - Northern Rare Earth is one of the largest rare earth production and processing bases in China, benefiting from resource advantages and stable product supply [5] - Jieneng Permanent Magnet is a high-tech enterprise specializing in rare earth permanent magnet materials, positioned to benefit from the growing demand in sectors like electric vehicles and wind power [5]

Group 1 - The small metals sector increased by 4.94% on February 3, with Dongfang Tantalum leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] - Notable performers in the small metals sector included Dongfang Silver Industry, which rose by 10.01% to a closing price of 43.21, and Zhong Rare Metals, which increased by 8.72% to 83.39 [1] Group 2 - The small metals sector saw a net inflow of 625 million yuan from main funds, while retail funds had a net inflow of 364 million yuan, and speculative funds experienced a net outflow of 989 million yuan [2] - The top stocks by main fund inflow included Beifang Rare Earth with a net inflow of 347 million yuan, and Dongfang Aluminum with 286 million yuan [3] - The overall trading volume for the small metals sector was significant, with stocks like Xiamen Tungsten Industry achieving a trading volume of 715,100 shares and a transaction value of 3.954 billion yuan [1][2]

来源：问董秘 投资者提问： 查看更多董秘问答>> 免责声明：本信息由新浪财经从公开信息中摘录，不构成任何投资建议；新浪财经不保证数据的准确 性，内容仅供参考。 董秘回答(盛和资源SH600392)： 您好，公司对MP Materials公司的投资作为其他权益工具投资，该科目以公允价值计量且其变动计入其 他综合收益（不影响当期损益）。谢谢您的关注！ 请问贵司，美国MP公司市值增长，和处置MP股票出售的收益，为什么年报一点都没体现，这个资金哪 里去了？请解释 ...

据生意社监测，氧化镨02月02日最新价格765000.00万元/吨，最近5天上涨4.08%，10天上涨13.33%，15 天上涨13.75%，20天上涨20.00%，30天上涨29.11%，60天上涨30.77%。 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。 【周期股选股方法】周期股特指原材料生产型的上市公司，该公司的利润高低受原材料价格波动影响； 因此利用生意社原材料价格的涨跌数据，提前于季报与年报，发现周期股买入信号，是投资周期股的重 要方法。欢迎使用生意社股票通。 据生意社监测，氧化镨02月02日最新价格765000.00万元/吨，最近5天上涨4.08%，10天上涨13.33%，15 天上涨13.75%，20天上涨20.00%，30天上涨29.11%，60天上涨30.77%。 【周期股选股方法】周期股特指原材料生产型的上市公司，该公司的利润高低受原材料价格波动影响； 因此利用生意社原材料价格的涨跌数据，提前于季报与年报 ...

2月3日，有色板块持续回暖，湖南黄金冲击涨停，盛和资源、云南锗业、北方稀土、中国稀土等涨超 4%，有色矿业ETF招商（159690）涨超2%。 上周，贵金属出现历史性行情，受交易拥挤、新任美联储主席和美股科技股下跌压制，贵金属整体出现 暴跌，尤其是前期涨幅过高的白银，单日最大跌幅超过30%，黄金最大跌幅超过10%。今日盘中，金银 现货价格反弹，截至发稿，伦敦银现涨超5%，伦敦金现涨超3%。 中邮证券指出，短期来看，由于获利盘出清导致价格可能会出现剧烈震荡，不排除进一步下跌可能性， 但伦敦金可以在4800-4900盎司之间寻找低位筹码。长期来看，去美元化的进程不会转向，此次调整不 是贵金属行情的结束，耐心等待价格转向的时点。 有色矿业ETF招商（159690）所跟踪的有色矿业指数是一只高度聚焦于有色金属产业链最上游——矿产 资源开采环节的指数，当有色金属价格（如铜价、金价、锂价）上涨时，上游矿产公司的利润会直接、 快速地提升，因此有色矿业指数表现出更强的价格弹性，贝塔值更高，在商品牛市或通胀环境中进攻性 十足。 数据来源:Wind_截至2026.1.30。 了 指数介绍 主流有色主题指数历史行情 388%- 3 ...

| 代码 | 名称 | 现价 | 涨跌 涨跌幅 ▼ | | | --- | --- | --- | --- | --- | | 516780 | 稀土ETF | 1.928 | 0.074 3.99% | | | 516150 | 稀土ETF嘉实 | 1.992 | 0.074 3.86% | | | 159715 | 稀土ETF易方达 | 1.314 | 0.048 | 3.79% | | 159713 | 稀土ETF | 1.434 | 0.048 | 3.46% | 稀土概念股走强，盛和资源涨超7%，金风科技涨超5%，北方稀土、中国稀土涨超4%。 受盘面影响，稀土ETF涨近4%。 （文章来源：每日经济新闻） 有券商表示，稀土作为高端制造与战略新兴产业的核心资源，正呈现供需两端共振格局。在供给集中度提升与需求 结构升级的背景下，稀土产业链的战略地位有望进一步巩固，为高端制造发展注入长期驱动力。 ...

Group 1 - The core viewpoint of the articles indicates a significant rebound in the non-ferrous metals sector, driven by a reassessment of long-term investment value following a period of panic selling [2][3] - The non-ferrous mining ETF (招商 159690) saw a rise of 1.22%, with leading stocks such as 盛和资源, 湖南黄金, 云南锗业, and 永兴材料 showing notable gains, reflecting a recovery in market sentiment [2][3] Group 2 - Strong macroeconomic and commodity fundamentals are supporting the current cycle, with global liquidity expectations and geopolitical uncertainties providing a solid financial foundation for precious metals like gold, while industrial metals such as copper and aluminum benefit from structural demand due to global energy transition and manufacturing recovery [3] - National policies promoting large-scale equipment upgrades are providing clear demand guidance for downstream applications of non-ferrous metals, shifting market perception from mere cyclical plays to a long-term reassessment of the strategic value of upstream mineral resources [3] - The technical correction has largely released short-term trading risks, leading to renewed interest from funds in non-ferrous mining ETFs, indicating that long-term investors view this adjustment as an opportunity to optimize their positions [3]