证券日报网讯盛新锂能（002240）10月20日在互动平台回答投资者提问时表示，公司基于稳定、优异的 产品品质及锂产品规模优势，持续强化与终端主机厂及龙头电池厂商的合作。 ...

Market Performance - The three major indices opened high and fluctuated, with the Shanghai Composite Index rising by 0.63%, the Shenzhen Component Index by 0.98%, the ChiNext Index by 1.98%, and the STAR Market 50 Index by 0.35% [2] - Over 3,800 stocks in the two markets rose, with a total trading volume of approximately 1.74 trillion yuan [2] Industry Highlights - The cultivated diamond and superhard materials sectors showed strong performance, with Huifeng Diamond rising by 29.98%, Sifangda by 19.98%, and Power Diamond by over 18% [2] - The Ministry of Commerce and the General Administration of Customs announced export controls on superhard materials, effective November 8, which is expected to enhance the supply protection for the domestic superhard materials industry and strengthen market expectations for the sector's scarcity and performance certainty [2] Coal Sector - The coal sector experienced a collective surge, with major companies like Dayou Energy, Yunmei Energy, and Shanxi Black Cat all rising by 10% [2] - The cold air mass affecting the northern regions is expected to increase coal demand during the winter, as a double La Niña weather pattern may lead to a colder winter in China [3] Technology and Robotics - The CPO and computing power sectors were active, with Cambridge Technology rising by 10% and other companies like Zhongji Xuchuang and Tianfu Communication increasing by over 7% [3] - Citibank indicated potential upward demand in the optical module industry, suggesting buying opportunities after recent stock price adjustments [3] - Robotics leader UBTECH won a project for the procurement and installation of intelligent data collection and testing center equipment in Guangxi, with an order amounting to 126 million yuan [4] - UBTECH's Walker series humanoid robots have secured over 630 million yuan in orders this year, excluding a joint development project with Beijing Guodi [4] Declines in Other Sectors - The precious metals sector saw significant declines, with Hunan Silver hitting a 10% limit down, alongside other companies like Xiaocheng Technology and Western Gold experiencing heavy losses [4] - New energy-related stocks also showed weakness, with Shengxin Lithium Energy and Tianqi Lithium experiencing declines [4]

从资金流向上来看，当日能源金属板块主力资金净流出14.54亿元，游资资金净流入1.77亿元，散户资金 净流入12.77亿元。能源金属板块个股资金流向见下表： 证券之星消息，10月20日能源金属板块较上一交易日下跌0.83%，盛新锂能领跌。当日上证指数报收于 3863.89，上涨0.63%。深证成指报收于12813.21，上涨0.98%。能源金属板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300618 | 塞锐铝业 | 48.07 | 1.33% | 9.74万 | | 4.68亿 | | 000408 | 藏格矿业 | 55.36 | 1.23% | 15.84万 | | 8.86亿 | | 002192 | 融捷股份 | 40.30 | 0.88% | 14.24万 | | 5.81亿 | | 605376 | 博迁新材 | 55.45 | -0.18% | 5.62万 | | 3.13亿 | | 665E09 | 永杉锂V | 9.33 | -0.3 ...

在美联储降息周期与外部不确定性双重因素的作用下，2025年黄金及有色金属板块的表现引人瞩目。 10月15日，纽约商品交易所2025年12月黄金期货价格突破每盎司4200美元，创下历史新高，年内涨幅已 超过50%。黄金的屡创新高不仅推动了相关企业盈利显著提升，也进一步确认了市场对其避险属性的强 烈需求。 然而，其他有色金属板块表现却有所分化。工业金属受制于关税政策及全球经济预期，价格波动加剧， 但整体盈利保持稳定。能源金属则虽未完全摆脱下行通道，但价格降幅已明显收窄，企业压力缓解，盈 利质量有所改善，显示出走出底部的潜力。 在国庆黄金周后，二级市场迎来有色金属板块的强势上涨，黄金、铜、稀土等核心品种表现突出，相关 企业股价普遍走强。 Wind数据显示，近一个月有色金属相关组合股合计净流入资金已超过200亿元，紫金矿业、洛阳钼业、 兴业银锡等龙头股价频频创出新高，资金与情绪同步抬升。 在国际市场上，贵金属价格攀升尤为突出。惠誉解决方案旗下BMI大宗商品分析主管萨布丽·乔杜里 （Sabrin Chowdhury）指出，近期金价突破4000美元/盎司，主要受市场情绪和实物需求共同推动。 该分析人士认为，市场已将美联储 ...

"2025年以来，美元信用的加速衰退成为此次金属价格上涨的核心驱动因素，推动了有色金属价格的强 势反弹。"分析师如是说道。 行情升温，市场加温 2025年以来，一场席卷全球的大宗商品"热浪"正在迅速升温。金价突破历史高点、伦铜叩响万美元大 关、白银补涨势能释放，有色金属在资本市场的存在感急剧抬升。 本报（chinatimes.net.cn）记者张蓓 见习记者 黄指南 深圳报道 在美联储降息周期与外部不确定性双重因素的作用下，2025年黄金及有色金属板块的表现引人瞩目。 10月15日，纽约商品交易所2025年12月黄金期货价格突破每盎司4200美元，创下历史新高，年内涨幅已 超过50%。黄金的屡创新高不仅推动了相关企业盈利显著提升，也进一步确认了市场对其避险属性的强 烈需求。 然而，其他有色金属板块表现却有所分化。工业金属受制于关税政策及全球经济预期，价格波动加剧， 但整体盈利保持稳定。能源金属则虽未完全摆脱下行通道，但价格降幅已明显收窄，企业压力缓解，盈 利质量有所改善，显示出走出底部的潜力。 在国庆黄金周后，二级市场迎来有色金属板块的强势上涨，黄金、铜、稀土等核心品种表现突出，相关 企业股价普遍走强。 业内 ...

Core Insights - The China Rare Metals Theme Index has decreased by 0.44% as of October 17, 2025, with mixed performance among constituent stocks [1] - The Rare Metals ETF has reached a record high in both scale and shares, with a total scale of 37.51 billion and 45.09 billion shares [3] - Recent price increases in tungsten and cobalt indicate potential upward price adjustments in the medium to long term due to supply constraints and market dynamics [4] Group 1: Market Performance - The Rare Metals ETF experienced a turnover of 2.68% and a transaction volume of 101 million yuan [3] - The ETF has seen continuous net inflows over the past week, with a peak single-day net inflow of 403 million yuan, totaling 1.271 billion yuan [3] - The index's top ten weighted stocks account for 59.91% of the total, with notable companies including Northern Rare Earth and Ganfeng Lithium [3] Group 2: Price Trends and Supply Dynamics - Black tungsten concentrate prices have risen by 13.60% to 284,000 yuan per ton, while ammonium paratungstate prices increased by 12.16% to 415,000 yuan per ton [4] - The supply side for tungsten is constrained due to reduced mining quotas and lower ore grades, providing strong support for prices [4] - The Democratic Republic of Congo's dominance in global cobalt supply suggests that companies with substantial resource reserves and production capacity will have a competitive advantage [4]

每经AI快讯，10月17日，稀土永磁指数盘中强势拉升，日涨幅达2.02%，最新价报7815.01点。成分股 中，盛新锂能触及涨停，广晟有色涨6.01%，包钢股份涨5.49%，金力永磁涨3.23%，北方稀土涨 3.14%。 （文章来源：每日经济新闻） ...

Group 1 - The core viewpoint of the articles highlights the strengthening of the rare metals sector due to recent developments such as detailed export controls on rare earths, renewed tariff trade frictions, and the Federal Reserve's interest rate cuts, which collectively enhance China's position in the global rare earth market [1][2][3] - The China Rare Metals Theme Index (930632) has shown a strong upward trend, with notable increases in component stocks such as Shengxin Lithium Energy (002240) reaching a 10% limit up, and other stocks like Rongjie Co. (002192) and Tibet Mining (000762) also experiencing significant gains [1][4] - The Rare Metals ETF (561800) has seen a net inflow of funds over three out of the last five trading days, totaling 19.6353 million yuan, indicating strong investor interest [1][3] Group 2 - The investment opportunities in rare metals are particularly noteworthy, as they are crucial in high-tech fields and exhibit greater price elasticity compared to traditional industrial metals, making them more responsive to market trends [2][3] - From a microeconomic perspective, rare metals like rare earths and tungsten have seen price increases due to export controls, while lithium carbonate prices remain stable amid a tightening supply-demand balance, driven by stricter mining regulations and rising demand from lithium battery and energy storage sectors [3][4] - The top ten weighted stocks in the China Rare Metals Theme Index account for 59.91% of the index, with companies like Northern Rare Earth (600111) and Luoyang Molybdenum (603993) being significant contributors [4][6]

Core Viewpoint - The energy metals sector experienced a significant rally at the beginning of trading, with Shengxin Lithium Energy hitting the daily limit up, and other companies such as Tibet Mining, Weiling Co., Tianqi Lithium, and Tengyuan Cobalt also seeing gains [1] Group 1 - Shengxin Lithium Energy reached its daily limit up, indicating strong investor interest and confidence in the company [1] - Other companies in the energy metals sector, including Tibet Mining, Weiling Co., Tianqi Lithium, and Tengyuan Cobalt, followed suit with notable increases in their stock prices [1]

前不久，第十一届"光威钓王杯"国际钓鱼巡回赛总决赛在山东省威海市举办。赛场上，选手们上饵、抛 竿、提竿、抄鱼、取钩，竿起竿落间竞争激烈。 "威海气候条件优越，为钓手们创造了良好竞技环境。"参赛选手娄建国说，"产自这里的碳纤维钓竿也 很好用，让我们的成绩更有保障。" 如今集团又重点布局碳纤维的下游应用领域，推出"竹山"系列鱼竿，运用蜂巢式梯度布层技术，精准叠 加72层不同模量的碳布，使竿体在保持超轻量的同时，达到60吨级抗拉强度。 一根钓竿"钓"出一个产业。威海围绕碳纤维及复合材料打造碳纤维产业园，目前累计吸引40余家企业、 20余家高端科研平台入驻。 据统计，全球60%以上的钓具产自威海，产品远销60多个国家和地区。伴随钓具产业发展，赛事经济也 随之热起来。威海依托丰富的海钓资源和雄厚的产业基础，每年举办各类钓鱼赛事超50场，包括全国海 钓锦标赛、"鱼游四海杯"国际路亚精英赛等品牌赛事，城市吸引力不断增强。 《 人民日报 》（ 2025年10月17日 12 版） (责编：袁勃、赵欣悦) 碳纤维钓竿是何来头？ 记者来到威海光威户外装备有限公司一探究竟。生产车间内，机械臂高速运转，自动生产线上，每23秒 就能完成 ...