A股三大指数早盘走势分化，有色金属概念股走强，稀土板块表现亮眼。北矿科技、格林美涨停，厦门 钨业涨超7%，北方稀土涨超5%。 有分析认为，国内稀土价格未来上涨预期持续攀升，当前氧化镨钕价格突破70万元/吨关口，2026一季 度稀土产业有望保持业绩高增。长期看，稀土行业供需关系持续改善，供给方面，开采与冶炼分离实行 总量调控，国内指标增速放缓，供给增长滞后于需求扩张；需求方面，机器人、低空经济、军工等产业 快速发展拉动需求释放。此外，海外冶炼成本高企等因素也对价格形成支撑，稀土战略价值有望迎来重 估。 资料显示，稀土ETF（159713）跟踪中证稀土产业指数，该指数选取涉及稀土开采、稀土加工、稀土贸 易和稀土应用等业务相关上市公司证券作为样本，以反映稀土产业上市公司证券的整体表现。 （文章来源：每日经济新闻） 受盘面影响，稀土ETF（159713）涨超3%。 消息面上，美国计划启动关键矿产储备项目"金库计划"，强化了稀土作为"战略金属"的长期溢价逻辑。 ...

Group 1 - The Shanghai Composite Index rose by 0.27%, while the Shenzhen Component Index increased by 0.08%, and the ChiNext Index fell by 0.60% as of February 11 [2] - Small metals, energy metals, and cobalt sectors showed significant gains, with the battery ETF (561910) increasing by 1.21% [2] - Key stocks such as Greeenmei (002340.SZ) hit the daily limit, while New Zhoubang (300037.SZ), Zhongwei New Materials (300919.SZ), and Duofuduo (002407.SZ) rose over 5% [2] Group 2 - Aijian Securities forecasts that the domestic battery and lithium iron phosphate cathode material production will exceed that of the same period in 2024, with lithium carbonate prices recently declining and energy storage cell prices rising [3] - The implementation of a new pricing mechanism for independent energy storage capacity on the grid side is expected to further drive energy storage demand, promoting growth in the lithium battery industry [3] - Xinyi Securities notes that since the second half of 2024, solid-state battery sector has seen frequent catalytic events, boosting the overall prosperity of the lithium battery sector [3]

| 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 600980 | 北矿科技 | | 9.98 | 50.04亿 | 15.06 | | 002340 | 格林美 | | 9.95 | 485亿 | 13.64 | | 600111 | 北方稀土 | 长 | 6.68 | 2068亿 | 24.02 | | 300127 | 银河磁体 | | 6.12 | 123亿 | 25.12 | | 920505 | 九菱科技 | | 5.69 | 33.75亿 | 19.94 | | 688456 | 有研粉材 | 1 | 5.47 | 68.50亿 | -14.95 | | 002497 | 雅化集团 | | 5.47 | 307亿 | 7.52 | | 600549 | 厦门铝业 | 1 | 5.41 | 966亿 | 48.12 | | 300748 | 金力永磁 | 兼 | 4.85 | 529亿 | 12.78 | | 920807 | 奔朗新材 | - | 3.96 | 28.66亿 | 8.24 | ...

Core Viewpoint - The cobalt and nickel sector is experiencing a strong performance, with several companies seeing significant stock price increases [1] Group 1: Market Performance - The cobalt and nickel sector has shown strength, with Baichuan Co. and Greeenmei reaching their daily price limit [1] - Companies such as Zhongwei New Materials, Guocheng Mining, Huayou Cobalt, and Hanrui Cobalt have also reported notable stock price increases [1]

Core Viewpoint - The cobalt and nickel sector is experiencing a strong performance, with several stocks reaching their daily limit up, indicating positive market sentiment and potential investment opportunities in this industry [1]. Group 1: Stock Performance - Baichuan Co., Ltd. and Greeenmei have hit the daily limit up, showcasing significant investor interest [1]. - Other notable stocks with substantial gains include Zhongwei New Materials, Guocheng Mining, Huayou Cobalt, Hanrui Cobalt, and Tengyuan Cobalt, reflecting a broader upward trend in the sector [1].

格林美股份有限公司，成立于2001年，位于深圳市，是一家以从事计算机、通信和其他电子设备制造业 为主的企业。企业注册资本512429.9057万人民币。通过天眼查大数据分析，格林美股份有限公司共对 外投资了27家企业，参与招投标项目29次，财产线索方面有商标信息237条，专利信息1521条，此外企 业还拥有行政许可23个。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 来源：市场资讯 国家知识产权局信息显示，荆门市格林美新材料有限公司、格林美股份有限公司取得一项名为"一种单 晶钠电正极材料及其制备方法与应用"的专利，授权公告号CN118724081B，申请日期为2024年6月。 天眼查资料显示，荆门市格林美新材料有限公司，成立于2003年，位于荆门市，是一家以从事有色金属 冶炼和压延加工业为主的企业。企业注册资本843963.754883万人民币。通过天眼查大数据分析，荆门 市格林美新材料有限公司共对外投资了26家企业，参与招投标项目202次，专利信息1609条，此外企业 还拥有行政许可460个。 ...

受盘面影响，稀土相关ETF涨超3%。 | 代码 | 名称 | 现价 | 涨跌 涨跌幅 ▼ | | | --- | --- | --- | --- | --- | | 159715 | 稀土ETF易方达 | 1.391 | 0.045 3.34% | | | 159713 | 稀土ETF | 1.515 | 0.049 | 3.34% | | 516150 | 稀土ETF嘉实 | 2.104 | 0.063 | 3.09% | | 516780 | 稀土ETF | 2.034 | 0.061 | 3.09% | 有券商表示，稀土作为高端制造与战略新兴产业的核心资源，正呈现供需两端共振格局。在供给集中度提升与需求结构升 级的背景下，稀土产业链的战略地位有望进一步巩固，为高端制造发展注入长期驱动力。 每经记者｜叶峰 每经编辑｜肖芮冬 稀土概念股走强，格林美涨停，北方稀土涨超6%，厦门钨业涨超5%。 ...

Group 1 - The solid-state battery concept has seen significant market activity, with companies like Xinzhou Bang rising over 10% and Ju Jie Wei Xian hitting a 20% limit up [1] - Other companies such as China Power, Green Beauty, and Zhongwei New Materials also experienced gains, indicating a broader interest in the solid-state battery sector [1][2] Group 2 - Guoxuan High-Tech and BASF have signed a strategic cooperation memorandum to jointly develop next-generation solid-state battery technology, focusing on high-performance materials [2] - The collaboration aims to accelerate the commercialization of innovative results in various applications, including electric vehicles and energy storage [2] - Century Securities notes that the industrialization of semi-solid and solid-state batteries is progressing steadily, with significant breakthroughs in high-pressure module packaging and system lightweight integration [3] - The demand for high-safety, high-energy-density batteries is increasing across various sectors, including electric motorcycles, drones, and distributed energy storage, providing diverse commercialization paths for solid-state batteries [3]

Core Viewpoint - The rare earth permanent magnet sector in the A-share market has shown significant strength, with several companies experiencing substantial stock price increases due to rising prices of rare earth products [1] Group 1: Market Performance - The stocks of BeiMiner Technology and GreeenMe both hit the daily limit up, while Northern Rare Earth and Galaxy Magnetic Materials rose over 6% [1] - Other companies such as Jiuling Technology, Youyan Powder Materials, Yahua Group, and Xiamen Tungsten also saw increases exceeding 5% [1] - The overall market sentiment is positive, with a notable increase in stock prices across the sector [1] Group 2: Price Movements - As of February 10, the average price of praseodymium and neodymium oxide rose to 850,200 CNY/ton, an increase of 51,400 CNY/ton [1] - The average price of praseodymium and neodymium metal reached 1,016,000 CNY/ton, up by 39,700 CNY/ton [1] - Dysprosium oxide and terbium oxide also saw price increases, with dysprosium oxide averaging 1,412,200 CNY/ton (up 11,400 CNY/ton) and terbium oxide at 6,234,300 CNY/ton (up 20,000 CNY/ton) [1] Group 3: Market Dynamics - Despite the rising prices, most magnetic material companies are currently on holiday, leading to low actual transaction volumes [1] - The demand for rare earth products remains limited, and actual sales are minimal, indicating a cautious market outlook [1] - It is advised for traders to analyze market trends rationally and keep an eye on actual supply and demand changes [1]

Core Viewpoint - The solid-state battery concept experienced significant fluctuations, with notable stock price increases for several companies in the sector, indicating growing investor interest and market activity in this technology [1] Company Performance - New Zobang saw its stock price rise by over 10% during the trading session [1] - Ju Jie Microfiber achieved a 20% limit-up, reflecting strong market confidence [1] - Other companies such as Greenmei, Tianji Co., Zhongzi Technology, Dazhong Mining, and Zhongwei New Materials also experienced stock price increases, indicating a broader positive trend in the solid-state battery sector [1]