据媒体报道，2026年以来，截至2月6日，钨、钼、锡、锑等小金属的价格悉数上涨。其中，黑钨精矿的 价格涨幅最大，超47%；仲钨酸铵紧随其后，价格上涨超45%；氧化镨钕价格涨幅超过20%。 就当天A股主要指数的表现而言，截至收盘，上证指数报4131点，涨幅为0.09%；深证成指报14160点， 跌幅为0.35%；创业板指报3284点，跌1.08%。沪深两市成交总额约19843亿元人民币，较上一个交易日 缩量约1213亿元。(完) 中新社北京2月11日电 (记者陈康亮)中国A股11日(周三)表现总体平稳，主要股指互有涨跌。板块方面， 小金属板块涨幅居前，表现亮眼。 根据金融数据服务商同花顺的数据，当天A股小金属板块上涨3.64%，领涨A股所有行业板块。个股方 面，东方钽业、中钨高新、翔鹭钨业、章源钨业股价收获涨停板(涨幅约10%)。 华源证券分析师田源表示，近期，由于供给紧缺格局加剧，钨等小金属价格持续走高，利好相关上市公 司。 （文章来源：中国新闻网） ...

今日（2月11日），沪指在4100点上方窄幅震荡整理，创业板指等弱势下探；港股震荡上扬，恒生科技指数一度涨超1%。 具体来看，沪指盘中窄幅震荡上扬，创业板指走势疲弱。截至收盘，沪指微涨0.09%报4131.98点，深证成指跌0.35%，创业板指跌1.08%，科创综指跌 0.79%，沪深北三市合计成交约2万亿元，较此前一日减少逾1200亿元。 A股市场超3200股飘绿，短剧游戏、影视股等集体下挫，海看股份、幸福蓝海等跌超10%，横店影视跌停；有色板块强势，钨概念股亮眼，翔鹭钨业、章 源钨业均涨停并创出新高；化工板块拉升，百川股份近11个交易日斩获8板，醋化股份连续两日涨停； 玻纤概念集体爆发，国际复材20%涨停，中国巨石 （600176）涨停，市值突破千亿元大关 。值得注意的是，光线传媒今日拉升，盘中一度大涨近17%，收盘涨约5%，全日成交138.8亿元，居A股成交额第 三位。 港股方面，紫金黄金国际涨超9%，哔哩哔哩涨逾5%，腾讯音乐、小米集团、金蝶国际涨逾4%；泡泡玛特跌逾5%，中国人寿跌近4%。 有色板块强势 有色板块盘中强势拉升，钨概念股表现亮眼。中钨高新午后涨停，翔鹭钨业、章源钨业双双涨停并创出新高， ...

Group 1: Market Overview - The A-share market showed mixed performance on February 11, with the ChiNext Index falling over 1% and total trading volume in the Shanghai and Shenzhen markets reaching 2 trillion yuan, a decrease of 123.7 billion yuan from the previous trading day [1] - Over 3,200 stocks in the market experienced declines, indicating a broad-based sell-off [1] Group 2: Chemical Industry Insights - UBS recently released a report raising expectations for the Chinese chemical industry, predicting a new upward cycle from 2026 to 2028 due to multiple positive factors, with expectations for profit recovery and valuation increases [1] - The chemical sector has shown resilience, with companies like Jihua Group and Taihe New Materials experiencing significant stock price increases [1] Group 3: Fiberglass Sector Performance - The fiberglass manufacturing sector saw a collective surge, with nearly all stocks hitting the daily limit, a rare occurrence in the market [1] - Notable stocks included International Composite Materials, which hit a 20% limit up shortly after market open, and others like Changhai Co., Honghe Technology, and China Jushi also saw significant gains [1][2] - The fiberglass sector's revaluation is linked to price increases and demand driven by AI, with major manufacturers indicating price hikes and low inventory levels [3] Group 4: Lithium Battery and Precious Metals - Lithium battery stocks were active, with Zhongcai Technology hitting the limit up and reaching a historical high [4] - The domestic commodity futures market saw most prices rise, with lithium carbonate increasing over 9% [4] - Precious metals also experienced volatility, with silver futures rising over 4% and gold prices recovering above $5,050 per ounce [5]

在机构看来，小金属价格的集体上涨，核心在于供给偏紧而需求爆发导致的。拿领涨品种钨来说，江海 证券表示，国内因资源开发环境日趋严苛，环保标准提升与运营成本攀升共同制约了产能释放，国外新 增项目推进普遍迟缓，全球范围内具备规模潜力的新建钨矿项目极为有限，导致全球钨矿产量增长极为 乏力。2024年全球钨矿产量约为8.28万吨，即便考虑到现有项目的稳产与小幅扩能，2026年产量预计仅 微增至8.55万吨，年均复合增长率不足2%。 消息面上，节前备货叠加产业链挺价，长单价格再度大涨。本周钨价继续上涨，根据SMM，崇义等钨 企业发布新一轮长单价格，其中崇义某钨企业2月上半月55%钨精矿长单采购价格环比上调14.7万元/标 吨至66.9~67万元/标吨，APT环比上调30万元执行97万元/标吨，长单价格大幅上调再度引爆市场。 在券商看来，战略小金属储量有限、开采难度大且供给弹性不足，同时新能源、半导体、军工等下游需 求快速增长，供需矛盾加剧。在资源稀缺性持续凸显、需求结构升级及政策调控下，未来稀有金属价格 有望延续上行趋势，具备资源储量优势、技术壁垒及合规出口渠道的企业将持续受益。 2月11日，三大指数涨跌不一，创业板指、 ...

| 代码 | 名称 | 涨幅� | 现价 | | --- | --- | --- | --- | | 000962 | 东方铝业 | +10.00% | 44.54 | | 000657 | 中钨高新 | +10.00% | 52.37 | | 002842 | 翔鹭钨业 | +9.99% | 35.01 | | 002378 | 直源铝业 | +9.99% | 27.64 | | 301026 | 浩通科技 | +9.47% | 33.97 | | 600549 | 厦门钨业 | +7.54% | 62.05 | | 601958 | 金钥股份 | +7.09% | 21.16 | | 600111 | 北方稀土 | +5.02% | 56.31 | | 600301 | 华锡有色 | +4.73% | 52.50 | | 002738 | 中矿资源 | +3.63% | 84.72 | | 600459 | 贵研铂业 | +3.47% | 22.35 | | 600281 | 华阳新材 | +2.95% | 6.28 | | 600259 中総有色 | | +2.72% | 84.33 | 影视院线板块走 ...

Market Overview - The market experienced fluctuations throughout the day, with the ChiNext Index dropping over 1% [1] - The Shanghai Composite Index closed at 4131.99 points, up 0.09%, while the Shenzhen Component Index closed at 14160.93 points, down 0.35%, and the ChiNext Index at 3284.74 points, down 1.08% [2] Sector Performance - The non-ferrous metals sector showed strong performance, with companies like Dongfang Tantalum Industry, Zhongtung High-tech, Xianglu Tungsten Industry, and Zhangyuan Tungsten Industry hitting the daily limit [1] - The steel sector also performed well, with Baodi Mining reaching the daily limit [1] - The oil and gas sector saw fluctuations, with CNOOC Engineering hitting the daily limit [1] - The coal sector became active in the afternoon, led by Shanxi Coking Coal [1] - Conversely, the film and television sector experienced a collective adjustment, with Hengdian Film and Jin Yi Film hitting the daily limit down [1] - The education sector saw widespread declines, with Huatu Shandian leading the drop [1] - The communication equipment sector fell, with Xinyi Sheng showing significant losses [1][3] Hot Sectors Non-Ferrous Metals - The strategic metal bull market is supported by rising resource nationalism, the "weaponization" of strategic resources, and significant changes in demand-driven industries [4] - Recent geopolitical events, such as U.S. military actions in Venezuela and discussions regarding Iran, have further emphasized the strategic importance of metal resources [4] - Investment opportunities are seen in strategic metals characterized by strong scarcity and rigid supply, as well as industries benefiting from significant changes in demand [4] Oil and Gas - The oil sector's performance is primarily supported by geopolitical tensions and oil price expectations [5] - The oil and gas sector faces uncertainties due to recent global environmental changes, including the Russia-Ukraine conflict and U.S. tariff policies [5] - OPEC+ is expected to maintain a high fiscal balance oil price cost, with Brent crude oil projected to average between $55 and $65 per barrel by 2026, and WTI crude oil between $52 and $62 per barrel [5]

Core Viewpoint - The data indicates significant capital inflows into various stocks, highlighting potential investment opportunities in specific sectors such as energy metals, rare metals, and technology [1][2][3] Group 1: Stock Performance and Capital Inflows - The top stock with capital inflow is Greeenmei, attracting 1.312 billion yuan with a price increase of 9.84% [2] - Northern Rare Earth follows closely with 1.305 billion yuan inflow and a 4.94% rise [2] - Zijin Mining received 0.809 billion yuan with a 1.6% increase [2] - Zaiseng Technology saw a capital inflow of 0.763 billion yuan, marking a 10% rise [2] - Wangsu Technology attracted 0.701 billion yuan with a notable increase of 10.22% [2] Group 2: Sector Analysis - The energy metals sector is represented by Greeenmei and Huayou Cobalt, both showing strong capital inflows and positive price movements [2] - The rare metals sector includes Northern Rare Earth and Zhongtung High-tech, both experiencing significant inflows and price increases [2] - The technology sector is highlighted by Wangsu Technology and Zaiseng Technology, both of which have seen substantial capital inflows and notable price gains [2][3]

Group 1 - The non-ferrous metal sector is leading the market, with companies like Zhongtung High-tech, Xiamen Tungsten, and Northern Rare Earth seeing significant stock price increases of 7.98%, 6.72%, and 6.34% respectively, contributing to a nearly 3% rise in the Tianhong Non-ferrous Metal ETF (159157) [1] - The Tianhong Non-ferrous Metal ETF has attracted substantial capital inflow, with a total of 890 million shares purchased in a single day and a cumulative net inflow of 614 million yuan over three days, indicating strong investor interest [1] - The ETF covers a wide range of sectors including copper, aluminum, gold, and rare earths, allowing it to capture various market cycles effectively [1] Group 2 - On February 10, prices for mainstream rare earth products such as praseodymium and neodymium oxides have risen due to tight supply conditions and strong demand from downstream buyers [2] - The non-ferrous sector is expected to perform well in 2025, with companies like Zijin Mining and Luoyang Molybdenum projected to see net profit increases of over 60% and 50% respectively, while Shenghe Resources and Huayu Mining are expected to see even higher profit growth [2] - Following price adjustments by tungsten companies, Zhangyuan Tungsten has also raised its long-term procurement prices for black and white tungsten concentrates by 28.1% [2] - The U.S. has initiated a $12 billion strategic metal reserve plan, and the Non-ferrous Metals Industry Association has suggested commercial interest subsidies for copper and copper concentrates to enhance resource value [2]

小金属板块持续走强，东方钽业、翔鹭钨业、章源钨业涨停，浩通科技、中钨高新、厦门钨业、贵研铂 业、金钼股份、博迁新材等跟涨。 ...

Group 1 - The small metals sector is experiencing significant growth, with key stocks such as Haotong Technology and Xianglu Tungsten Industry reaching their daily limit up, indicating strong market interest [1][2] - The core logic behind this surge is the persistent supply-demand imbalance in small metals, driven by rapid development in downstream industries like new energy and semiconductors, which are creating substantial demand [1][3] - Recent price increases in tungsten, a critical raw material for high-end manufacturing in sectors like photovoltaics and electric vehicles, have attracted considerable attention from the capital market [3][4] Group 2 - Tungsten prices have risen significantly, with 65% black tungsten concentrate priced at 685,000 yuan per ton, up 48.9% since the beginning of the year, and ammonium paratungstate (APT) priced at 1,000,000 yuan per ton, up 49.3% [3] - A-share listed companies in the tungsten supply chain are reporting strong performance, with many indicating noticeable growth in product sales due to rising prices [3][4] - The current tight supply of tungsten raw materials is expected to persist, with various supply disruptions such as reduced mining output and unstable import volumes contributing to the ongoing supply-demand conflict [4][5] Group 3 - Companies involved in small metal mining and smelting are likely to benefit directly from rising product prices, with those possessing quality resources and compliance in mining expected to see expanded profit margins [5] - The demand for small metal materials in downstream industries is increasing, and companies with advanced processing technologies and customized production capabilities are positioned to capture growth opportunities [5] - The small metal recycling industry is gaining importance due to limited resource supply, with firms capable of efficient recovery and reuse expected to enhance their market competitiveness and experience rapid growth [5]