Core Viewpoint - The article discusses recent developments in various sectors, highlighting significant technological advancements in space exploration, financial incentives in the tech industry, and market trends in materials and inflation data. Group 1: Space Exploration - The successful sea landing test of the Long March 10A rocket marks a significant breakthrough in technology, crucial for the recovery of low-orbit satellites and future landing operations [1] - The successful maximum dynamic pressure escape flight test of the Dream Chaser manned spacecraft indicates a major milestone in China's lunar exploration program [2] Group 2: Financial Incentives and Market Trends - Ant Group's promotional campaign offering new users a 16.8 yuan red envelope reflects a competitive landscape in the tech sector, with various platforms engaging users through incentives [4] - The glass fiber sector saw a notable increase in stock prices, driven by supply reductions from major producers due to rising demand [4] Group 3: Economic Indicators - January's CPI growth was 0.2% year-on-year, below expectations, while the core CPI reached its highest level in six months at 0.3% [9][15] - PPI data showed a slight improvement at -1.4%, with certain sectors like non-ferrous metals and AI-related industries experiencing price increases [15] Group 4: Stock Market Performance - On February 11, the A-share market showed mixed results, with the Shanghai Composite Index up by 0.09% and the Shenzhen Component down by 0.35% [17] - The glass fiber concept stocks surged, with several companies hitting the daily limit up, indicating strong market interest [17] Group 5: Industry Dynamics - The electric power sector is undergoing significant reforms, aiming to establish a unified national electricity market by 2030, which will enhance market participation and efficiency [20] - The AI sector is being prioritized for commercial applications, with government initiatives to foster growth and innovation in various industries [23]

Group 1 - North Mining Technology (600980) is a state-owned enterprise under the State-owned Assets Supervision and Administration Commission, focusing on mining equipment and magnetic materials, with a leading position in the global market for intelligent flotation machines and a 12% share in domestic sintered permanent magnetic ferrite production [1][25][26] - Greenme (002340) is a leader in the recycling of rare metals and new energy materials, with a dual business model of "urban mining + new energy materials," supplying major companies like CATL and BYD [1][27] - Xiamen Tungsten (600549) is a leader in tungsten, molybdenum, and rare earth permanent magnetic materials, with a complete industrial chain from mining to high-end magnetic material production [2][28] Group 2 - Jiyuan Wanfang (000612) is a significant player in aluminum smelting and rare earth permanent magnetic materials, leveraging local resources to form a dual business model of "aluminum + rare earth" [3][29] - Wanlong Magnetic Plastic (603150) is a leader in refrigerator door seals and magnetic materials, producing ferrite magnets for major appliance manufacturers [4][30] - Northern Rare Earth (600111) is the largest rare earth producer globally, controlling over 40% of the world's rare earth oxide production and holding significant pricing power [5][30] Group 3 - Chifeng Gold (600988) is involved in gold mining and rare earth resource development, with a strong position in the domestic rare earth market [6][31] - Zhongmin Resources (002738) is a leader in lithium mining and rare earth resources, with significant overseas rare earth mining rights [7][33] - Galaxy Magnet (300127) specializes in sintered and bonded neodymium-iron-boron magnets, serving major clients like BYD and CATL [8][34] Group 4 - Zhong Rare Metals (600259) focuses on rare earth mining and functional materials, with a strong position in the medium and heavy rare earth sectors [9][35] - Tianhe Magnetic Materials (603072) is a leader in high-end neodymium-iron-boron magnets, supplying major automotive and industrial clients [10][36] - Oriental Zirconium (002167) produces zirconium products and rare earth functional materials, with a focus on the electronics and new energy sectors [11][37] Group 5 - Jinli Permanent Magnet (300748) is a leading producer of rare earth permanent magnetic materials, with a strong presence in the automotive sector [12][38] - Huaxin Environmental (301265) focuses on environmental equipment and rare earth recycling, leveraging a dual business model [13][40] - China Rare Earth (000831) is a key player in rare earth mining and processing, with a focus on high-value applications in new energy and military sectors [14][49]

A股三大指数早盘走势分化，有色金属概念股走强，稀土板块表现亮眼。北矿科技、格林美涨停，厦门 钨业涨超7%，北方稀土涨超5%。 有分析认为，国内稀土价格未来上涨预期持续攀升，当前氧化镨钕价格突破70万元/吨关口，2026一季 度稀土产业有望保持业绩高增。长期看，稀土行业供需关系持续改善，供给方面，开采与冶炼分离实行 总量调控，国内指标增速放缓，供给增长滞后于需求扩张；需求方面，机器人、低空经济、军工等产业 快速发展拉动需求释放。此外，海外冶炼成本高企等因素也对价格形成支撑，稀土战略价值有望迎来重 估。 资料显示，稀土ETF（159713）跟踪中证稀土产业指数，该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。 （文章来源：每日经济新闻） 受盘面影响，稀土ETF（159713）涨超3%。 消息面上，美国计划启动关键矿产储备项目"金库计划"，强化了稀土作为"战略金属"的长期溢价逻辑。 ...

| 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 600980 | 北矿科技 | | 9.98 | 50.04亿 | 15.06 | | 002340 | 格林美 | | 9.95 | 485亿 | 13.64 | | 600111 | 北方稀土 | 长 | 6.68 | 2068亿 | 24.02 | | 300127 | 银河磁体 | | 6.12 | 123亿 | 25.12 | | 920505 | 九菱科技 | | 5.69 | 33.75亿 | 19.94 | | 688456 | 有研粉材 | 1 | 5.47 | 68.50亿 | -14.95 | | 002497 | 雅化集团 | | 5.47 | 307亿 | 7.52 | | 600549 | 厦门铝业 | 1 | 5.41 | 966亿 | 48.12 | | 300748 | 金力永磁 | 兼 | 4.85 | 529亿 | 12.78 | | 920807 | 奔朗新材 | - | 3.96 | 28.66亿 | 8.24 | ...

Core Viewpoint - The rare earth permanent magnet sector in the A-share market has shown significant strength, with several companies experiencing substantial stock price increases due to rising prices of rare earth products [1] Group 1: Market Performance - The stocks of BeiMiner Technology and GreeenMe both hit the daily limit up, while Northern Rare Earth and Galaxy Magnetic Materials rose over 6% [1] - Other companies such as Jiuling Technology, Youyan Powder Materials, Yahua Group, and Xiamen Tungsten also saw increases exceeding 5% [1] - The overall market sentiment is positive, with a notable increase in stock prices across the sector [1] Group 2: Price Movements - As of February 10, the average price of praseodymium and neodymium oxide rose to 850,200 CNY/ton, an increase of 51,400 CNY/ton [1] - The average price of praseodymium and neodymium metal reached 1,016,000 CNY/ton, up by 39,700 CNY/ton [1] - Dysprosium oxide and terbium oxide also saw price increases, with dysprosium oxide averaging 1,412,200 CNY/ton (up 11,400 CNY/ton) and terbium oxide at 6,234,300 CNY/ton (up 20,000 CNY/ton) [1] Group 3: Market Dynamics - Despite the rising prices, most magnetic material companies are currently on holiday, leading to low actual transaction volumes [1] - The demand for rare earth products remains limited, and actual sales are minimal, indicating a cautious market outlook [1] - It is advised for traders to analyze market trends rationally and keep an eye on actual supply and demand changes [1]

Group 1 - The rare earth permanent magnet sector is experiencing a significant upward trend, with Wanlong Magnetic Plastic hitting the daily limit increase [1] - Northern Rare Earth has seen an increase of over 6%, indicating strong market performance [1] - Other companies such as Beikong Technology, Jinli Permanent Magnet, Galaxy Magnet, and China Rare Earth are also following the upward trend [1]

Core Viewpoint - The company announced the resignation of its Vice President and Director, Li Bingshan, due to reaching the legal retirement age, and plans to rehire him as a technical consultant after his resignation [2]. Group 1 - The company’s board received a written resignation letter from Li Bingshan on January 26, 2026 [2]. - Li Bingshan will continue to contribute to the company in a different capacity as a technical consultant after his resignation [2].

Group 1 - The board of directors of Beikong Technology announced the resignation of Mr. Li Bingshan, the company's director and deputy general manager, due to reaching the legal retirement age [1] - Following his resignation, Mr. Li will be rehired as a technical consultant for the company [1] Group 2 - International gold prices have surpassed $5,000, marking a 280% increase over the past seven years [1] - Experts suggest that the future peak of gold prices will depend on the US dollar, with a focus on the international monetary system, interest rate cuts, and technological revolutions [1]

格隆汇1月26日丨北矿科技(600980.SH)公布，公司董事会于2026年1月26日收到公司董事、副总经理李 炳山先生的书面辞职报告。李炳山先生因达到法定退休年龄，申请辞去公司董事、副总经理职务，辞职 后公司将返聘其担任技术顾问。 ...

北矿科技公告称，公司董事会于2026年收到董事、副总经理李炳山书面辞职报告。他因达到法定退休年 龄，于1月26日辞去相关职务，原定任期到2027年4月28日，辞职后将被返聘为技术顾问。其离任不会影 响董事会正常运作。截至公告披露日，李炳山持有公司39700股股票，离任后将遵守相关规定，做好交 接工作。 ...