有色金属行业资金流入榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 000962 | 东方钽业 | 9.98 | 9.42 | 28629.06 | | 601609 | 金田股份 | 10.06 | 10.57 | 26227.57 | | 603993 | 洛阳钼业 | 7.51 | 1.66 | 25545.81 | | 601020 | 华钰矿业 | 9.99 | 10.12 | 22161.59 | | 600366 | 宁波韵升 | 9.99 | 23.12 | 21483.05 | | 600392 | 盛和资源 | 3.33 | 10.71 | 18395.26 | | 300328 | 宜安科技 | 4.45 | 11.74 | 12424.94 | | 000630 | 铜陵有色 | 5.45 | 5.96 | 10922.39 | | 002428 | 云南锗业 | 4.39 | 8.78 | 10344.78 | | 002155 | 湖南黄金 | 4.79 | 5.6 ...

今天，A股继续走强，上证指数、深证成指、创业板指盘中集体创今年以来新高。工业富联（601138）等8只千亿级别市值规模的龙头股创历史新高。 截至收盘，上证指数涨0.48%，深证成指涨1.76%，创业板指涨3.62%。全市场成交额为2.18万亿元，为今年2月27日以来首次突破2万亿元。全市场超2700 只个股上涨，光库科技（300620）、铜冠铜箔（301217）等多只个股"20CM"涨停。 板块方面，有色金属、PEEK材料、CPO、光刻机等板块涨幅居前，煤炭、银行、港口、物流等板块跌幅居前。 具体来看，军工板块领涨，航天科技（000901）近7日斩获5个涨停板，长城军工（601606）股价创历史新高；证券板块全天保持强势，东方财富 （300059）全天成交额突破200亿元，达203.82亿元，居A股第一。此外，工业富联、新易盛（300502）、中际旭创（300308）等多只AI龙头股创历史新 高。 八大千亿龙头股创历史新高 今天，工业富联、紫金矿业（601899）、洛阳钼业（603993）、胜宏科技（300476）、中际旭创、新易盛、深南电路（002916）、寒武纪等8只千亿市值 龙头股，收盘股价（前复权）创 ...

Group 1: Market Performance - The three major indices showed strong performance, with the Shanghai Composite Index rising by 0.48%, surpassing last year's October high, while the Shenzhen Component Index increased by 1.76% and the ChiNext Index surged by 3.62% [1] - Over 2,600 stocks in the two markets experienced gains, with a total trading volume of approximately 2.15 trillion yuan [1] Group 2: Sector Highlights - The computing power, liquid cooling servers, and CPO concept stocks performed exceptionally well, with New Yisheng (300502.SZ) rising over 15%, and other notable gains from Zhongji Xuchuang (300308.SZ) at 11.66% and Cambridge Technology (603083.SH) at 9.93% [1] - PEEK materials saw collective strength, with companies like Huami New Materials (836247.BJ) and Xinhang New Materials (301076.SZ) experiencing significant increases [2] - The non-ferrous metals sector also performed well, with Electric Alloy (300697.SZ) rising over 9% and other companies like Luoyang Molybdenum (603993.SH) and Zhongfu Industrial (600595.SH) showing strong gains [2] Group 3: Economic Insights - Citic Securities noted that poor economic and employment data in the U.S. strengthened market expectations for a Federal Reserve rate cut in September, contributing to a broad rise in the non-ferrous metals sector [3] - The domestic push for "anti-involution" to optimize production factors is expected to enhance profitability across various sectors, benefiting metal prices [3] - The valuation of industrial metals is currently low, indicating potential for upward correction, with a bullish market for non-ferrous metals starting to emerge [3] Group 4: Policy and Market Sentiment - Dongguan Securities highlighted active market sentiment, suggesting an overweight position in the financial sector due to supportive policies aimed at enhancing the attractiveness of domestic capital markets [4] - The number of new A-share accounts opened in July reached 1.96 million, a significant year-on-year increase of 71%, indicating rising market participation and potential business opportunities for the securities industry [4] - Some sectors, including banks, coal, and logistics, experienced declines, with notable drops in stocks like Lu'an Huaneng (601699.SH) and Jiangsu Bank (600919.SH) [4]

Group 1 - The core viewpoint of the news highlights a strong performance in the non-ferrous metal sector, particularly the Non-Ferrous 50 ETF (159652), which has seen significant increases in both price and trading volume [1][5][7] - As of August 13, 2025, the Non-Ferrous 50 ETF rose by 2.25%, with notable individual stocks like Huaxi Nonferrous (600301) and Bowei Alloy (601137) each increasing by 10.01% [1][3] - The ETF has experienced a net inflow of funds, with a total of 500 million shares purchased, indicating strong investor interest [3][4] Group 2 - Recent economic data from the U.S. has shown weaker-than-expected performance, with the non-manufacturing PMI at 50.1, raising concerns about economic growth [5][6] - The market anticipates a potential interest rate cut by the Federal Reserve, with an 88.9% probability of a 25 basis point cut in September, which is expected to positively impact precious metals [6][7] - The overall sentiment in the non-ferrous metal sector is bolstered by supply-side policies and improving demand dynamics, suggesting a favorable environment for price increases [6][7] Group 3 - The Non-Ferrous 50 ETF encompasses a diverse range of metals, including gold, copper, and rare earths, with copper making up 31% of its composition, positioning it as a leading fund in its category [8][9] - Key holdings in the ETF include Zijin Mining (15.8% weight) and Huayou Cobalt (4.0% weight), reflecting a strong focus on leading companies in the copper and lithium sectors [9][10] - The ETF's recent growth in scale, with an increase of 881.50 million yuan over the past week, indicates a robust interest from investors [4][5]

证券时报记者 赵黎昀 6月26日午间，洛阳钼业官方微信公众号宣布完成对Lumina Gold上市公司的收购交易，从而获得厄瓜多 尔凯歌豪斯金矿（Cangrejos Project）100%股权，公司资源版图新增黄金资源。该交易已于2025年6月24 日正式完成。 消息显示，26日上午，厄瓜多尔总统诺沃亚在北京会见洛阳钼业董事长兼首席投资官刘建锋。刘建锋介 绍了该项目基本情况以及洛阳钼业未来的开发计划。诺沃亚期待加速该矿的开发建设，鼓励洛阳钼业继 续扩大并深入在厄瓜多尔的投资和开发，承诺为公司在厄投资发展提供更多便利。 4月21日，洛阳钼业就宣布以5.81亿加元全现金方式收购Lumina黄金全部普通股，其核心标的即为厄瓜 多尔凯歌豪斯金矿项目。 "黄金在公司未来的资产拓展关注目标之列。在当前的项目储备方面，公司拥有黄金、铜、钼等项 目。"对于公司此番并购金矿资产的考量与未来规划，洛阳钼业上述负责人也回复证券时报记者，在目 前的地缘形势和经济发展格局下，公司看好黄金未来的长期走势。与铜一样，黄金兼具金融和工业属 性，也是目前市场中具备"确定性"的一类金属。 洛阳钼业此前公开表示，从目前情况看，厄瓜多尔金矿的目标现 ...

Group 1 - The non-ferrous metal sector experienced a broad increase, with notable stock performances including Jiangxi Copper rising by 5.84% to HKD 18.49, and Luoyang Molybdenum increasing by 5.26% to HKD 10.6 [1] - The U.S. Labor Department reported a 0.2% month-on-month increase in the Consumer Price Index (CPI) for July, aligning with expectations and showing a deceleration of 0.1 percentage points from the previous month [1] - Following the CPI data release, traders are betting on a high probability (over 90%) that the Federal Reserve will cut interest rates by 25 basis points in September [1] Group 2 - CITIC Securities noted that poor U.S. economic and employment data, combined with Trump's nomination of Stephen Moore to the Federal Reserve, has strengthened market expectations for a rate cut in September, leading to a rally in the non-ferrous sector [2] - The ongoing domestic "anti-involution" policy aims to optimize production factors and enhance profitability across various segments, which is favorable for the transmission of rising metal prices to downstream markets [2] - The valuation of the industrial metals sector is currently low, indicating potential for upward correction, with a bullish market for non-ferrous metals beginning to emerge as both EPS and PE metrics show promise [2]

Group 1: Liquidity and Scale of Rare Metal ETF - The turnover rate of the Rare Metal ETF is 4.83%, with a half-day trading volume of 69.3013 million yuan [1] - As of August 12, the latest scale of the Rare Metal ETF reached 1.433 billion yuan, marking a new high since its establishment and ranking first among comparable funds [1] - The latest share count of the Rare Metal ETF is 2.17 billion shares, also a new high in the past three months, ranking first among comparable funds [1] Group 2: Fund Inflows and Performance - The latest net inflow of the Rare Metal ETF is 47.7031 million yuan, with a total of 176 million yuan net inflow over the last five trading days [1] - Over the past year, the net value of the Rare Metal ETF has increased by 63.76%, ranking 338 out of 2954 in the index stock fund category, placing it in the top 11.44% [1] - The highest monthly return since inception is 24.02%, with the longest consecutive monthly gains being three months and the longest gain percentage being 29.68% [1] Group 3: Index Tracking and Major Holdings - The Rare Metal ETF closely tracks the CSI Rare Metal Theme Index, which selects no more than 50 listed companies involved in rare metal mining, smelting, and processing [1] - As of July 31, the top ten weighted stocks in the CSI Rare Metal Theme Index account for 55.85% of the index, including companies like Northern Rare Earth and Ganfeng Lithium [2] Group 4: Market Outlook and Supply Dynamics - The Federal Reserve's interest rate cuts are expected to benefit the industrial metal sector, particularly tin, due to limited supply and ongoing disruptions [2] - Anticipated further interest rate cuts in September 2025 may lead to improved domestic and external demand, positively impacting industrial metals like tin and copper [2] - The expiration of mining permits for certain lithium mines may lead to supply constraints, potentially driving up lithium prices [2]

Group 1 - The core viewpoint of the article highlights the performance and market position of Luoyang Molybdenum Co., Ltd., which saw a stock price increase of 2.48% to 10.32 CNY per share with a trading volume of 3.01 billion CNY [1] - Luoyang Molybdenum is a leading global producer of copper, cobalt, molybdenum, tungsten, and phosphate fertilizers, focusing on non-ferrous metal mining and processing, as well as mineral trading [1] - The company ranked 145th in the 2024 Fortune China 500 list and aims to become a world-class resource company through globalization and modernization [1] Group 2 - As of the first quarter of 2025, Luoyang Molybdenum reported total revenue of 46.006 billion CNY and a net profit of 3.946 billion CNY [2]

每经AI快讯，8月13日，有色板块日内震荡拉升，工业金属方向领涨，紫金矿业、洛阳钼业双双涨超3% 创历史新高，此前丽岛新材、东方钽业涨停，电工合金涨超10%，华锡有色、华钰矿业、江西铜业、铜 陵有色等涨幅靠前。 ...

8月12日，沪深两融数据显示，洛阳钼业获融资买入额1.40亿元，居两市第117位，当日融资偿还额1.56 亿元，净卖出1640.62万元。 最近三个交易日，8日-12日，洛阳钼业分别获融资买入1.81亿元、1.32亿元、1.40亿元。 融券方面，当日融券卖出1.00万股，净买入0.06万股。 本文源自：金融界 作者：智投君 ...