银行股午后跳水。 A股今日（7月11日）一度冲高，三大股指盘中均涨超1%，沪指续创年内新高，但午后受银行股拖累，三大股指快速回落；港股两大股指盘中均涨约2%，午 后涨幅亦有所收窄。 具体来看，沪指盘中在券商、保险等板块的带动下强势上扬，一度涨超1%，午后逐渐回落；科创50指数盘中涨超2%。截至收盘，沪指微涨0.01%报3510.18 点，深证成指涨0.61%报10696.1点，创业板指涨0.8%报2207.1点，科创50指数涨1.48%，沪深北三市合计成交17369亿元，较此前一日增加逾2200亿元。 场内超2900股飘红，券商板块领涨，中银证券斩获两连板，哈投股份、中原证券涨停；稀土板块爆发，奔朗新材30%涨停创历史新高，包钢股份、北方稀 土、中国稀土等均涨停；创新药概念拉升，凯莱英、药明康德涨停，常山药业涨超15%；数字货币概念再度活跃，古鳌科技、金证股份、吉大正元等涨停。 值得注意的是，近期强势的银行股午后突然跳水，浦发银行、江苏银行、中国银行等均跌超2%。 港股方面，南华金融涨超100%，凯莱英涨约13%，康龙化成、药明康德涨约10%；耀才证券跌近7%。 稀土板块爆发 稀土板块盘中大幅飙升，截至收盘， ...

Core Insights - The rare earth permanent magnet sector experienced a significant increase of 5.64%, leading the market in terms of growth among concept sectors [1][2] - A total of 60 stocks within this sector saw gains, with notable performers including Benlang New Materials, which hit a 30% limit up, and several others reaching 20% limit up [1][2] Market Performance - The rare earth permanent magnet sector attracted a net inflow of 3.698 billion yuan from major funds, with 41 stocks receiving net inflows and 11 stocks exceeding 100 million yuan in net inflows [2] - The top three stocks by net inflow were Northern Rare Earth with 729 million yuan, Baogang Co. with 650 million yuan, and China Rare Earth with 503 million yuan [2] Stock Highlights - Key stocks in the rare earth permanent magnet sector included: - Northern Rare Earth: 10% increase, 9.48% turnover rate, 728.97 million yuan net inflow [3] - Baogang Co.: 10% increase, 4.45% turnover rate, 649.71 million yuan net inflow [3] - China Rare Earth: 9.99% increase, 13.60% turnover rate, 502.87 million yuan net inflow [3] - Other notable stocks included Shenghe Resources and Zhongse Co., both showing significant increases and healthy turnover rates [3][4]

融资融券数据显示，该股最新（7月10日）两融余额为15.81亿元，其中，融资余额为15.63亿元，融券余 额为1775.22万元。近5日融资余额合计增加3796.87万元，增幅为2.49%，融券余额合计增加104.17万 元，增幅6.23%。（数据宝） 中国稀土今日涨停，全天换手率13.60%，成交额56.98亿元，振幅8.41%。龙虎榜数据显示，机构净卖出 4523.79万元，深股通净买入2.14亿元，营业部席位合计净卖出1342.43万元。 深交所公开信息显示，当日该股因日涨幅偏离值达9.53%上榜，机构专用席位净卖出4523.79万元，深股 通净买入2.14亿元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交10.82亿元，其中，买入成交额为6.18亿 元，卖出成交额为4.63亿元，合计净买入1.55亿元。 具体来看，今日上榜的营业部中，共有2家机构专用席位现身，即买四、卖三，合计买入金额6520.75万 元，卖出金额1.10亿元，合计净卖出4523.79万元，深股通为第一大买入营业部及第二大卖出营业部，买 入金额为3.19亿元，卖出金额为1.06亿元，合计净买入2.14亿元。 资金流向方面 ...

Index Performance - The CSI A500 Index rose by 0.96% this week, closing at 4707.08 points on July 11, marking three consecutive weeks of gains [6] - The average daily trading volume for the week was 4067.87 billion yuan, with a week-on-week increase of 10.89% [6] Component Stocks Performance - The top ten gainers this week included: 1. Zhongyou Capital (000617.SZ) with a gain of 27.78% 2. Quzhou Development (600208.SH) with a gain of 23.67% 3. Northern Rare Earth (600111.SH) with a gain of 21.66% 4. Shenghe Resources (600392.SH) with a gain of 18.99% 5. Harbin Investment (600864.SH) with a gain of 16.36% 6. China Rare Earth (000831.SZ) with a gain of 16.31% 7. Baogang Group (600010.SH) with a gain of 15.47% 8. New Town Holdings (601155.SH) with a gain of 12.98% 9. JA Solar Technology (002459.SZ) with a gain of 12.56% 10. Sungrow Power Supply (300274.SZ) with a gain of 12.50% [4] - The top ten losers included: 1. Huahai Pharmaceutical (600521.SH) with a loss of 9.50% 2. Kelun Pharmaceutical (002422.SZ) with a loss of 8.61% 3. Baillie Gifford (688506.SH) with a loss of 8.43% 4. Junshi Biosciences (688180.SH) with a loss of 7.54% 5. Dongpeng Beverage (605499.SH) with a loss of 6.30% 6. Yingfeng Environment (000967.SZ) with a loss of 5.94% 7. Ziwen Mining (601899.SH) with a loss of 5.79% 8. Juhua Group (600160.SH) with a loss of 5.62% 9. Shandong Gold (600547.SH) with a loss of 5.41% 10. Pudong Development Bank (600000.SH) with a loss of 5.35% [4] Fund Performance - All 38 CSI A500 funds collectively rose this week, with the top performer being the Fortune Fund, which increased by 1.48% [7] - The total scale of these funds reached 1985.44 billion yuan, with the top three being Huatai-PineBridge (189.17 billion yuan), Guotai (178.43 billion yuan), and GF Fund (171.80 billion yuan) [7] Market Insights - Recent reports indicate that the A-share market has broken through key levels, moving away from a "full reduction" mindset, with structural expansion observed [8] - The bond market is experiencing low interest rates and volatility, facing strong resistance both upwards and downwards [8] - The report suggests that the second half of the year will see an influx of incremental capital, driving the market to a new level, with insurance capital leading the way [8] - The technology sector is highlighted as having high probability and return potential due to industry trends and supportive policies [8] - Consumer data shows signs of improvement, with macroeconomic indicators reflecting positive trends, particularly in discretionary consumption [9]

Market Activity - On July 11, the A-share market showed active trends with 61 stocks hitting the daily limit up, and a total of 17 stocks achieved consecutive limit ups, resulting in a success rate of 69% for limit orders [1] - The market focused on several strong stocks, with Sifang New Materials achieving a remarkable five consecutive limit ups, and Guotou Zhonglu also performing well with a T-shaped limit up, reaching five consecutive limit ups [1] - Stocks like Jingyi Co. and Yamaton achieved their fifth limit up within eight trading days through reverse limit up strategies [1] Stock Performance - Among the stocks with consecutive limit ups, Forest Packaging demonstrated a strong performance with seven consecutive limit ups, while companies like Shuangwei New Materials, Nanhua Futures, and Hemei Group achieved three consecutive limit ups [1] - ST Yazhen maintained an impressive performance with 12 limit ups over 15 days, while Yamaton and Jingyi Co. kept a pace of five limit ups over eight days [2] Market Sentiment and Capital Inflow - The market showed positive sentiment with active participation from investors, as evidenced by over 15 billion yuan in limit order funds supporting Shuangwei New Materials, and several other stocks like Sifang New Materials and Jin'an Guoji also receiving billions in limit order funds [1] - The total trading volume in the Shanghai and Shenzhen markets exceeded 1.7 trillion yuan, marking the highest level in nearly four months, indicating a significant increase in overall market activity and investor engagement [1] Sector Performance - The non-ferrous metal sector was notably active, with stocks like Hunan Silver and China Nonferrous Metals achieving limit ups [1] - The rare earth permanent magnet sector also showed strength, with companies like Northern Rare Earth and Jingyuntong achieving two consecutive limit ups, while Baogang Group and China Rare Earth also hit limit ups [1] - The securities IT sector attracted capital interest, with stocks like Jinzhen Co. and Guo'ao Technology hitting limit ups [1]

Group 1 - The rare earth permanent magnet sector showed significant activity, with the sector index rising by 5.64% and several stocks, including Northern Rare Earth (600111) and China Rare Earth (000831), hitting the daily limit [1] - Northern Rare Earth announced a projected net profit increase of 1882.54% to 2014.71 million by the first half of 2025, driven by market stabilization, increased production and sales, and cost reduction efforts [1] - The global market size for rare earth permanent magnets is expected to reach approximately $17 billion in 2024 and $27 billion in 2025, indicating substantial growth potential for the industry [1] Group 2 - Northern Rare Earth is the largest supplier of light rare earth products in China and globally, focusing on rare earth raw materials, functional materials, and some end-use products [2] - China Rare Earth primarily engages in the production and operation of rare earth oxides and offers technology research and consulting services [3] - Shenghe Resources has a diverse range of rare earth products, including both light and heavy rare earths [4] - Jiuwu Hi-Tech specializes in the development of membrane separation technology for ion-type rare earth mining and the research of rare earth leachate pretreatment processes [4] - Baotou Steel's main products include rare earth concentrates and fluorite [5] - Jinchuan Magnetics is a leading supplier of high-performance rare earth permanent magnet materials in the new energy and energy-saving sectors [6] - Guangsheng Nonferrous Metals focuses on rare earth mining, smelting separation, deep processing, and non-ferrous metal trading [7] - China Nonferrous Metal Industry's Technology is a leader in lead-zinc smelting and rare earth separation technologies in China [8]

Core Insights - The rare earth industry is experiencing a significant price increase for related transactions, with two leading companies announcing a price hike for Q3 2025, leading to a bullish market sentiment and increased trading activity in the rare earth sector [1] - The rare earth ETF (516780) saw a record daily trading volume of 207 million yuan on July 10, 2025, indicating strong investor interest [1] - A recent report from Guotou Securities highlights the rigid supply of rare earths and increasing demand, particularly from sectors like electric vehicles and wind power, which is expected to drive prices higher [1][2] Industry Performance - The price of rare earth concentrates has been on a rising trend for four consecutive quarters since Q4 2024, reflecting improved industry conditions [1] - The report notes that the export restrictions on certain rare earth elements have caused significant price surges in Europe, with price differentials exceeding three times between domestic and international markets [1] - The rare earth ETF tracks the performance of companies involved in mining, processing, trading, and application of rare earths, with top constituents including Northern Rare Earth, China Rare Earth, and China Aluminum [1] Market Outlook - The rare earth sector is poised for multiple catalysts due to the recovery in industry conditions and potential supply chain optimizations [2] - Investors are encouraged to consider the rare earth ETF (516780) and its associated funds as a way to capitalize on the opportunities presented by this strategic resource [2]

近期，中国发布了新的稀土出口管控政策，将钐（shān）、钆（gá）等七类中重稀土列入重点监管之列。这些稀土材料不仅对新能源和智能制造具有重要意 义，更是全球军工业赖以发展的重要基础。因此，美国、澳大利亚、印度等国对此信息表示高度关注，迅速启动了一系列矿产投资和勘探项目，目标只有四 个字——企图摆脱对中国的依赖。 那么，西方国家对此的应对措施是什么呢？美国、澳大利亚、印度正努力在全球范围内寻找矿产资源。他们瞄准了格陵兰、巴西、哈萨克斯坦，甚至乌克兰 等地，似乎动作频繁，但一旦落实，问题却接踵而至。首先是时间问题，美国专家指出，建立一条完整的稀土产业链，至少需要10到20年，而这只是供应的 基础。如果要达到中国目前的生产能力和技术水平，所需时间或许会超过20年。 其次是资金问题。前上海美国商会副会长江凯明曾估算，光是前期投入就可能需要上万亿美元。挖矿并不是简单的种植农作物，不仅需要巨额的投资，还必 须招募懂得相关技术的人才。而稀土的加工、提纯和分离工艺极其复杂，全球能够处理这些工序的专家，大多数都集中在中国。 西方国家还未充分认识到这一点：中国此次实施的稀土管制，实际上是一种"比以往更具威力的经济手段"。过去，中 ...

A股稀土概念股爆发，中国稀土、北方稀土、包钢股份、华宏科技等多股涨停。包钢股份与北方稀土双 双宣布上调2025年第三季度稀土精矿关联交易价格。 ...

截至2025年7月11日 10:39，中证稀有金属主题指数强势上涨2.41%，成分股三川智慧20cm涨停，北方稀土上涨9.85%，中科磁业上涨8.22%，盛和资源、中国 稀土等个股跟涨。稀有金属ETF(562800)上涨2.35%。 数据显示，截至2025年6月30日，中证稀有金属主题指数前十大权重股分别为盐湖股份、北方稀土、洛阳钼业、华友钴业、赣锋锂业、天齐锂业、中国稀 土、西部超导、中矿资源、厦门钨业，前十大权重股合计占比54.07%。 流动性方面，稀有金属ETF盘中换手3.5%，成交3072.86万元。拉长时间看，截至7月10日，稀有金属ETF近1周日均成交3771.17万元，居可比基金第一。 规模方面，稀有金属ETF近1年规模增长1682.40万元，新增规模位居可比基金第一。数据显示，杠杆资金持续布局中。稀有金属ETF最新融资买入额达 207.87万元，最新融资余额达2128.11万元。 截至7月10日，稀有金属ETF近1年净值上涨30.36%。从收益能力看，截至2025年7月10日，稀有金属ETF自成立以来，最高单月回报为24.02%，最长连涨月 数为3个月，最长连涨涨幅为14.06%，上涨月份平均 ...