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稀土永磁概念下跌1.53%,8股主力资金净流出超亿元
| 概念 | 今日涨跌幅(%) | 概念 | 今日涨跌幅(%) | | --- | --- | --- | --- | | 脑机接口 | 2.37 | PEEK材料 | -1.58 | | 光刻机 | 2.26 | 稀土永磁 | -1.53 | | 中国AI 50 | 2.01 | MLOps概念 | -1.39 | | 国家大基金持股 | 1.83 | 动物疫苗 | -1.34 | | 光刻胶 | 1.68 | 重组蛋白 | -1.14 | | 深圳国企改革 | 1.56 | 转基因 | -1.12 | | 牙科医疗 | 1.51 | DRG/DIP | -1.12 | | 液冷服务器 | 1.46 | 细胞免疫治疗 | -1.10 | | 光纤概念 | 1.43 | 培育钻石 | -1.04 | | 共封装光学(CPO) | 1.42 | 航空发动机 | -1.03 | 资金面上看,今日稀土永磁概念板块获主力资金净流出45.17亿元,其中,47股获主力资金净流出,8股 主力资金净流出超亿元,净流出资金居首的是北方稀土,今日主力资金净流出8.97亿元,净流出资金居 前的还有盛和资源、包钢股份、中国稀土等,主 ...
工业金属板块8月12日涨0.22%,利源股份领涨,主力资金净流出7.39亿元
证券之星消息,8月12日工业金属板块较上一交易日上涨0.22%,利源股份领涨。当日上证指数报收于 3665.92,上涨0.5%。深证成指报收于11351.63,上涨0.53%。工业金属板块个股涨跌见下表: 从资金流向上来看,当日工业金属板块主力资金净流出7.39亿元,游资资金净流出1.89亿元,散户资金净 流入9.28亿元。工业金属板块个股资金流向见下表: | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002501 | 利源股份 | 1.97 Z | 29.73% | -8855.10万 | -13.40% | -1.08 Z | -16.34% | | 600888 | 新疆众和 | 8198.83万 | 10.82% | -3008.72万 | -3.97% | -5190.11万 | -6.85% | | 601600 | 中国铝业 | 6594.94万 | 6.49% | -5199.57万 | -5.1 ...
中国铝业大宗交易成交210.28万元
两融数据显示,该股最新融资余额为23.50亿元,近5日增加6275.77万元,增幅为2.74%。(数据宝) 8月11日中国铝业大宗交易一览 | 成交量 | 成交金额 | 成交价格 | 相对当日收盘折溢 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | (万股) | (万元) | (元) | 价(%) | | | | 28.00 | 210.28 | 7.51 | 0.00 | 华泰证券股份有限 | 中信证券股份有限公司 | | | | | | 公司总部 | 上海分公司 | (文章来源:证券时报网) 进一步统计,近3个月内该股累计发生5笔大宗交易,合计成交金额为2865.59万元。 证券时报·数据宝统计显示,中国铝业今日收盘价为7.51元,下跌0.40%,日换手率为0.97%,成交额为 9.61亿元,全天主力资金净流入3353.18万元,近5日该股累计上涨2.71%,近5日资金合计净流入1.52亿 元。 中国铝业8月11日大宗交易平台出现一笔成交,成交量28.00万股,成交金额210.28万元,大宗交易成交 价为7.51元。该笔交易的买方营业部为 ...
中证周期稳健成长50指数下跌0.2%,前十大权重包含中国石油等
Sou Hu Cai Jing· 2025-08-11 13:07
Group 1 - The core index, the China Securities Index 50 for cyclical steady growth, has shown a recent performance with a 0.34% increase in the Shanghai Composite Index and a 0.2% decrease in the cyclical index, closing at 1705.34 points with a trading volume of 20.543 billion yuan [1] - Over the past month, the cyclical index has increased by 6.05%, by 10.01% over the last three months, and by 1.81% year-to-date [1] - The cyclical index comprises 50 companies with low price-to-book ratios, high revenue growth, and high return on equity (ROE), reflecting the overall performance of cyclical industry companies with valuation advantages and growth potential [1] Group 2 - The top ten weighted companies in the cyclical index include China State Construction (9.33%), China Petroleum (9.24%), COSCO Shipping Holdings (9.14%), Shaanxi Coal and Chemical Industry (8.12%), Huayou Cobalt (5.93%), China Aluminum (5.78%), Hualu Hengsheng (3.5%), Satellite Chemical (3.14%), Shenhuo Holdings (2.88%), and Nanshan Aluminum (2.78%) [1] - The market capitalization distribution of the cyclical index shows that the Shanghai Stock Exchange accounts for 75.77% and the Shenzhen Stock Exchange accounts for 24.23% [1] - In terms of industry composition, raw materials represent 40.34%, energy 29.38%, industrials 29.11%, and real estate 1.17% [2] Group 3 - The cyclical index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December each year [2] - Weight factors are generally fixed until the next scheduled adjustment, with special circumstances allowing for temporary adjustments [2] - Companies that are delisted or undergo mergers, acquisitions, or spin-offs are handled according to calculation and maintenance guidelines [2]
中信证券-开元单一资管计划增持中国铝业651万股 每股作价约6.41港元
Zhi Tong Cai Jing· 2025-08-11 11:19
香港联交所最新数据显示,8月7日,中信证券-开元单一资管计划增持中国铝业(601600)(02600)651万 股,每股作价6.4128港元,总金额约为4174.73万港元。增持后最新持股数目约为3.17亿股,持股比例为 8.04%。 ...
中国铝业今日大宗交易平价成交28万股,成交额210.28万元
Xin Lang Cai Jing· 2025-08-11 09:41
Group 1 - On August 11, China Aluminum conducted a block trade of 280,000 shares, with a transaction amount of 2.1028 million yuan, accounting for 0.22% of the total transaction amount for the day [1][2] - The transaction price was 7.51 yuan, which remained stable compared to the market closing price of 7.51 yuan [1][2]
【转|太平洋有色新材料深度】资源全球配套,绿电铝产业链有潜力
远峰电子· 2025-08-10 11:18
Global Aluminum Ore Resource Status - The global aluminum ore resource is abundant, with Guinea holding the largest reserves at approximately 7.4 billion tons, accounting for about 25.52% of the world's total reserves [3] - Australia and Vietnam follow, with reserves of 12.07% and 10.69% respectively, while China's aluminum ore reserves are relatively low at only 2.34% [3] Global Bauxite Production - Global bauxite production is projected to reach 450 million tons in 2024, with Guinea producing 13 million tons, representing 28.89% of the total [5] - Australia and China are also significant producers, with outputs of 10 million tons (22.22%) and 9.3 million tons (20.67%) respectively [5] Global Alumina Production - The global alumina production is expected to be 142 million tons in 2024, with China contributing 84 million tons, which is 60% of the total [8] - Australia and Brazil follow with 18 million tons (13%) and 11 million tons (8%) respectively [8] China's Alumina Production Capacity - As of the end of 2024, China has over 40 alumina production enterprises with a total capacity exceeding 100 million tons, with the top ten companies accounting for about 70% of the total capacity [13] Yunnan's Clean Energy Advantage - Yunnan province has abundant hydropower resources, with hydropower generation accounting for 71.22% of its total electricity generation in 2024, providing significant support for high-energy-consuming industries [26] Yunnan's Role in the Aluminum Industry - Yunnan has become a key region for aluminum production in China, with its electrolytic aluminum capacity reaching 585,000 tons by the end of 2024, significantly increasing from 118,600 tons in 2015 [28] Green Aluminum Industry Potential - The green aluminum industry in Yunnan is expected to benefit from the EU's carbon tax, which will enhance the competitiveness of products with lower carbon footprints [46] Downstream Market Demand - The demand for aluminum is expected to grow, particularly in the renewable energy sector, which is becoming a significant driver for electrolytic aluminum demand [37] Cost Structure of Electrolytic Aluminum - The cost structure of electrolytic aluminum production is primarily influenced by alumina, electricity, and prebaked anodes, with alumina being the largest cost component [38] Future Production Plans - Indonesia has numerous planned alumina projects with a total capacity of 25.5 million tons, indicating significant growth potential in the region [18]
有色金属周报20250810:宏观因子共振,商品价格上涨动力强-20250810
Minsheng Securities· 2025-08-10 09:55
Investment Rating - The report maintains a "Buy" rating for the industry, highlighting several key companies as recommended investments [5]. Core Views - The report emphasizes a positive outlook for industrial metal prices driven by macroeconomic factors, including rising expectations for interest rate cuts by the Federal Reserve and resilient domestic export data [2][4]. - The report identifies specific companies within the sector that are expected to perform well, including Zijin Mining, Luoyang Molybdenum, and China Nonferrous Mining [2][5]. Summary by Sections Industrial Metals - The report notes that the price of industrial metals such as aluminum, copper, zinc, lead, nickel, and tin has shown positive movements, with LME prices for aluminum increasing by 1.69% and copper by 1.40% during the week [1][10]. - The SMM copper concentrate import index increased by $4.03 per ton, indicating a recovery in processing costs [2]. - Domestic aluminum production remains stable, but demand from end-use sectors like home appliances and construction is weak, leading to an increase in social inventory to 564,000 tons [2][21]. Energy Metals - The report highlights the impact of the Democratic Republic of Congo's mining ban on cobalt prices, which are expected to rise significantly [3]. - Lithium prices are anticipated to increase due to recovering demand from downstream battery manufacturers, with market activity showing signs of improvement [3]. - Nickel prices are also expected to remain strong due to tight supply and rising demand for replenishment [3]. Precious Metals - The report indicates that gold prices have surpassed $3,500 per ounce, driven by increased central bank purchases and rising inflation expectations [4]. - Silver prices are also on the rise, supported by its industrial applications and recent price surges [4]. - Key companies in the precious metals sector recommended for investment include Shandong Gold and Zhongjin Gold [4][5]. Company Earnings Forecasts and Valuations - The report provides earnings per share (EPS) forecasts for several companies, with Zijin Mining expected to achieve an EPS of 1.21 yuan in 2024, and Luoyang Molybdenum projected at 0.63 yuan [5]. - The price-to-earnings (PE) ratios for these companies indicate favorable valuations, with Zijin Mining at 17 times and Luoyang Molybdenum at 15 times for 2024 [5].
进出口银行董事长陈怀宇与中铝集团董事长段向东举行会谈
Group 1 - The meeting between the Export-Import Bank and China Aluminum Corporation focused on deepening cooperation and serving the real economy [1] - The Export-Import Bank aims to implement national policies and enhance its role in policy-based finance to support China Aluminum's overseas market expansion, major project financing, and technological innovation [1] - China Aluminum Corporation expressed a desire to strengthen strategic collaboration in key areas such as foreign trade and "going global," aiming for mutual benefits and high-quality economic development [1]
反内卷二次发酵,不含金融地产的自由现金流ETF备受关注
Xin Lang Cai Jing· 2025-08-08 05:40
Group 1 - The core viewpoint of the news is the performance of the CSI All Share Free Cash Flow Index and its related ETF, highlighting significant increases in both the index and the ETF, indicating strong cash flow generation capabilities among the constituent companies [1][2] - As of August 8, 2025, the CSI All Share Free Cash Flow Index rose by 0.83%, with notable increases in constituent stocks such as Chuncheng Power (up 5.14%) and Luoyang Molybdenum (up 4.22%) [1] - The Free Cash Flow ETF (159233) has shown a cumulative increase of 2.31% over the past week, with a trading volume of 633.98 million yuan and a turnover rate of 4.07% [1] Group 2 - The Free Cash Flow ETF has a management fee of 0.50% and a custody fee of 0.10%, closely tracking the CSI All Share Free Cash Flow Index, which includes 100 high free cash flow rate companies [2] - As of July 31, 2025, the top ten weighted stocks in the CSI All Share Free Cash Flow Index accounted for 57.53% of the index, including companies like China National Offshore Oil (600938) and Wuliangye (000858) [2] - The ETF has recorded a maximum monthly return of 4.04% since its inception, with an average monthly return of 2.20% and a monthly profit probability of 88.24% [1]