中国稀土今日下跌6.86%，全天换手率8.93%，成交额45.14亿元，振幅5.33%。龙虎榜数据显示，机构净 卖出1.21亿元，深股通净卖出8829.26万元，营业部席位合计净卖出2620.53万元。 深交所公开信息显示，当日该股因日跌幅偏离值达-7.05%上榜，机构专用席位净卖出1.21亿元，深股通 净卖出8829.26万元。 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9.80亿元，其中，买入成交额为3.72亿 元，卖出成交额为6.08亿元，合计净卖出2.36亿元。 具体来看，今日上榜的营业部中，共有3家机构专用席位现身，即买五、卖二、卖五，合计买入金额 5337.63万元，卖出金额1.75亿元，合计净卖出1.21亿元，深股通为第一大买入营业部及第一大卖出营业 部，买入金额为1.67亿元，卖出金额为2.56亿元，合计净卖出8829.26万元。 资金流向方面，今日该股主力资金净流出7.35亿元，其中，特大单净流出5.93亿元，大单资金净流出 1.41亿元。近5日主力资金净流出10.53亿元。 融资融券数据显示，该股最新（8月25日）两融余额为23.32亿元，其中，融资余额为23.09亿元，融券 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002378 | 章源钨业 | 14.63 | 9.34% | 254.55万 | | 33.41亿 | | 600301 | 华锡有色 | 30.25 | 4.06% | 22.31万 | | 6.82亿 | | 601958 | 金铜股份 | 15.07 | 2.87% | 59.26万 | | 8.85亿 | | 000657 | 中钨高新 | 19.36 | 0.99% | 115.82万 | | 22.15亿 | | 002978 | 安宁股份 | 32.65 | 0.93% | 7.49万 | | 2.43亿 | | 002738 | 中矿资源 | 40.94 | 0.74% | 24.28万 | | 9.96亿 | | 002428 | 云南错业 | 28.12 | 0.46% | 105.30万 | | 30.20亿 | | 000962 | 东方银业 | 21.01 | -0.19% | 23.39万 | | 4. ...

Market Performance - The three major indices showed mixed results, with the Shanghai Composite Index down 0.39%, the Shenzhen Component Index up 0.26%, and the ChiNext Index down 0.76% [2] - Over 2,700 stocks rose in the two markets, with a total trading volume of approximately 2.68 trillion yuan [3] Apple Supply Chain Stocks - Apple-related stocks experienced significant movements, with GoerTek (002241.SZ) and Lingyi iTech (002600.SZ) rising by 10%, and Luxshare Precision (002475.SZ) increasing by over 6% [3] - GoerTek, as a leading player in the Apple supply chain, has benefited from the AI wave, achieving six consecutive quarters of year-on-year growth in net profit attributable to shareholders from Q1 2024 to Q2 2024 [3] Consumer Electronics Sector - The high demand in the consumer electronics sector is attributed to both AI stimulation and domestic "national subsidy" policies, which are reviving mid-range consumption and driving structural recovery in mobile phones and tablets [3] Livestock Industry - Livestock stocks showed strong performance, with Xiaoming Co. (300967.SZ) rising over 10% and Muyuan Foods (002714.SZ) increasing by over 7% [3] - The National Development and Reform Commission reported that the average pig-to-grain price ratio fell below 6:1, entering a warning zone, prompting the government to initiate central frozen pork reserves [4] Gaming Sector - The gaming sector saw positive movements, with 37 Interactive Entertainment (002555.SZ) rising by 10% and other companies like Digital Soul (603258.SZ) and Giant Network (002558.SZ) also increasing [4] - A report from Guotai Junan highlighted that the National Press and Publication Administration approved a record 166 domestic online games on August 25, 2025, indicating a stable approval rhythm and a rich supply of gaming products [4] Beauty and Personal Care Sector - The beauty and personal care sector performed well, with Shuiyang Co. (300740.SZ) rising over 10% and other companies like Proya Cosmetics (603605.SH) and Huaxi Biological (688363.SH) also increasing [5] - According to a report from Dongfang Securities, the domestic cosmetics industry is entering a phase of steady and high-quality development, driven by economic growth, demographic shifts, cultural confidence, and the rise of domestic brands [5] Declining Sectors - The banking, securities, and semiconductor sectors faced declines, with companies like Chipone Technology (688521.SH) dropping over 9% and Haiguang Information (688041.SH) down over 6% [5] - The military and rare earth sectors also weakened, with China Rare Earth (000831.SZ) and Northern Rare Earth (600111.SH) falling nearly 7% [5]

来源：新浪证券-红岸工作室 8月26日，中国稀土跌6.86%，成交额45.14亿元，换手率8.93%，总市值498.35亿元。 异动分析 稀土永磁+小金属概念+国企改革+中字头股票 1、公司主要从事稀土氧化物等产品的生产运营，以及稀土技术研发、咨询服务。 2、公司主要从事稀土氧化物、稀土金属、稀土深加工产品经营及贸易，以及稀土技术研发、咨询服 务。公司主导产品包括高纯的单一稀土氧化物及稀土共沉物产品，其中80%以上的产品纯度大于 99.99%，高纯氧化镧、高纯氧化钇等部分稀土氧化物纯度可达99.9999%以上。 3、公司属于国有企业。公司的最终控制人为国务院国有资产监督管理委员会。 4、公司为中字头股票，公司实控人为国资委或中央国有企业或中央国家机关。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 资金分析 今日主力净流入-5.31亿，占比0.14%，行业排名22/24，连续3日被主力资金减仓；所属行业主力净流 入-61.28亿，当前无连续增减仓现象，主力趋势不明显。 区间今日近3日近5日近10日近20日主力净流入-6.90亿-10.37亿-10.34亿-7.34亿-19. ...

Group 1 - The rare earth permanent magnet sector in the A-share market experienced a collective pullback, with Northern Rare Earth falling over 7% and several other companies declining more than 6% [1] - Specific companies that saw significant declines include Baotou Steel, Benlang New Materials, China Rare Earth, and Guangsheng Nonferrous, all dropping over 6% [1] - Other companies such as Huahong Technology, Xinlaifu, Shenghe Resources, Sanchuan Wisdom, and Zhongke Magnetic also reported declines exceeding 5% [1] Group 2 - Northern Rare Earth's stock decreased by 7.19%, with a total market capitalization of 176.8 billion and a year-to-date increase of 130.73% [2] - Baotou Steel's stock fell by 6.69%, with a market cap of 126.4 billion and a year-to-date increase of 50.00% [2] - Benlang New Materials saw a decline of 6.20%, with a market cap of 3.91 billion and a year-to-date increase of 174.49% [2] - China Rare Earth's stock dropped by 6.11%, with a market cap of 50.2 billion and a year-to-date increase of 68.77% [2] - Guangsheng Nonferrous experienced a 6.06% decline, with a market cap of 21 billion and a year-to-date increase of 124.02% [2] - Other notable declines include Huahong Technology (-5.90%, 9.925 billion), Xinlaifu (-5.38%, 5.867 billion), Shenghe Resources (-5.33%, 41.4 billion), Sanchuan Wisdom (-5.23%, 8.674 billion), and Zhongke Magnetic (-5.13%, 9.197 billion) [2]

来源：新浪证券-红岸工作室 8月25日，中国稀土涨6.19%，成交额58.37亿元。两融数据显示，当日中国稀土获融资买入额6.49亿 元，融资偿还6.43亿元，融资净买入574.60万元。截至8月25日，中国稀土融资融券余额合计23.32亿 元。 资料显示，中国稀土集团资源科技股份有限公司位于江西省赣州市章贡区章江南大道18号豪德银座A栋 14、15层，成立日期1998年6月17日，上市日期1998年9月11日，公司主营业务涉及稀土冶炼分离及稀土 技术研发及服务。主营业务收入构成为：稀土氧化物59.95%，稀土金属38.19%，其他1.64%，技术服务 收入0.22%，试剂收入0.01%。 截至8月8日，中国稀土股东户数18.53万，较上期增加15.66%；人均流通股5727股，较上期减少 13.54%。2025年1月-3月，中国稀土实现营业收入7.28亿元，同比增长141.32%；归母净利润7261.81万 元，同比增长125.15%。 分红方面，中国稀土A股上市后累计派现3.46亿元。近三年，累计派现1.24亿元。 机构持仓方面，截止2025年3月31日，中国稀土十大流通股东中，香港中央结算有限公司位居第 ...

Core Viewpoint - The rare earth permanent magnet sector in the A-share market experienced a collective decline, with significant drops in various companies' stock prices, indicating a bearish trend in this industry [1]. Company Performance - Northern Rare Earth (600111) saw a decline of 7.19%, with a total market capitalization of 176.8 billion and a year-to-date increase of 130.73% [2]. - Baotou Steel (600010) decreased by 6.69%, holding a market cap of 126.4 billion and a year-to-date increase of 50.00% [2]. - Benlang New Materials (836807) dropped by 6.20%, with a market cap of 3.91 billion and a year-to-date increase of 174.49% [2]. - China Rare Earth (000831) fell by 6.11%, with a market cap of 50.2 billion and a year-to-date increase of 68.77% [2]. - Guangsheng Nonferrous (600259) decreased by 6.06%, with a market cap of 21 billion and a year-to-date increase of 124.02% [2]. - Huahong Technology (002645) declined by 5.90%, with a market cap of 9.925 billion and a year-to-date increase of 147.95% [2]. - Shenghe Resources (600392) saw a drop of 5.33%, with a market cap of 41.4 billion and a year-to-date increase of 131.35% [2]. - San Chuan Wisdom (300066) decreased by 5.23%, with a market cap of 8.674 billion and a year-to-date increase of 113.21% [2]. - Zhongke Magnetic (301141) fell by 5.13%, with a market cap of 9.197 billion and a year-to-date increase of 104.64% [2].

Group 1 - Rare earth concept stocks have declined, with Northern Rare Earth falling over 7%, China Rare Earth and Baotou Steel dropping over 6%, and Shenghe Resources decreasing over 5% [1] - The ETF tracking the CSI Rare Earth Industry Index has also seen a decline of over 2% due to market influences [1] Group 2 - The CSI Rare Earth Industry Index includes listed companies involved in rare earth mining, processing, trading, and applications, reflecting the overall performance of rare earth industry securities [2] - Analysts indicate that under the ongoing push for "carbon neutrality" policies, there is rapid growth in demand for high-end magnetic materials driven by sectors such as new energy vehicles, wind power generation, and energy-saving motors [2] - The recovery in traditional manufacturing demand and the accelerated deployment of humanoid robots are injecting growth momentum into rare earth demand [2]

证券时报·数据宝统计，截至发稿，中国稀土最新股价为48.39元，下跌4.03%，本期筹码集中以来股价 累计上涨14.67%。具体到各交易日，8次上涨，4次下跌。 公司发布的一季报数据显示，一季度公司共实现营业收入7.28亿元，同比增长141.32%，实现净利润 7261.81万元，同比增长125.15%，基本每股收益为0.0684元，加权平均净资产收益率1.55%。 7月15日公司发布上半年业绩预告，预计实现净利润1.36亿元至1.76亿元，变动区间为 155.75%~172.12%。（数据宝） （文章来源：证券时报网） 中国稀土8月26日披露，截至8月20日公司股东户数为169553户，较上期（8月10日）减少15743户，环比 降幅为8.50%。 ...

稀土永磁板块盘初多数调整，奔朗新材、中国稀土、华宏科技、包钢股份、中科磁业均跌超5%。 ...