Core Viewpoint - The pension concept index increased by 1.2% on December 17, with a net inflow of main funds amounting to 1.089 billion yuan, indicating positive investor sentiment in this sector [1] Group 1: Market Performance - A total of 85 stocks within the pension concept rose, while 13 stocks declined [1] - The leading stocks by net inflow were Hengtong Optic-Electric (5.06 billion yuan), Xiangnong Chip (3.28 billion yuan), Zhongtung High-Tech (2.81 billion yuan), Yongxing Materials (1.73 billion yuan), and Zhangyuan Tungsten Industry (98.088 million yuan) [1] Group 2: Individual Stock Performance - Hengtong Optic-Electric had a latest price of 21.67 yuan, with an increase of 8.84% and a net inflow of 5.06 billion yuan, representing 13.58% of the main fund [1] - Xiangnong Chip's latest price was 137.56 yuan, with a rise of 6.72% and a net inflow of 3.28 billion yuan, accounting for 7.42% of the main fund [1] - Zhongtung High-Tech's latest price was 28.51 yuan, with a gain of 19.44% and a net inflow of 2.81 billion yuan, making up 6.06% of the main fund [1] - Yongxing Materials had a latest price of 48.17 yuan, with an increase of 3.51% and a net inflow of 1.73 billion yuan, which is 14.31% of the main fund [1] - Zhangyuan Tungsten Industry's latest price was 14.27 yuan, with a rise of 4.08% and a net inflow of 98.088 million yuan, representing 6.41% of the main fund [1]

Core Viewpoint - Tungsten concept stocks experienced a significant surge on December 17, with notable increases in share prices, particularly for Zhongtung High-tech, which approached the daily limit with a closing increase of 9.44% and reached a historical high during trading [1] Group 1: Price Movements - Tungsten powder prices have surpassed 1 million yuan per ton, marking a significant milestone [1] - The rise in tungsten prices is attributed to both supply-demand dynamics and future expectations [1] Group 2: Company Insights - Xiamen Tungsten Industry emphasized the critical role of tungsten in various industrial applications, including automotive, aerospace, and general machinery [1] - Zhangyuan Tungsten Industry noted that the increase in tungsten powder prices is primarily linked to the rise in tungsten concentrate prices, which have seen substantial increases this year [1] - The supply of tungsten concentrate has been tight, which is a major factor contributing to the continuous price increase [1]

12月17日，章源钨业大宗交易成交16.1万股，成交额200.93万元，占当日总成交额的0.13%，成交价 12.48元，较市场收盘价14.27元折价12.54%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交量 | 成交金额 买方营业部 (万元) | | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | (万股/万份) | | | | | 2025-12-17 | 002378 | 草源钨业 | 12.48 | 16.10 | 200.93 长江证券股份有限 | | 国泰海通证券股份 | | | | | | | | 公司北京自万庄大 | 有限公司南昌红谷 | | | | | | | | 街证券营业部 | 中大道证券营业部 | ...

证券代码：002378 证券简称：章源钨业 公告编号：2025-060 崇义章源钨业股份有限公司 关于为全资子公司赣州澳克泰工具技术有限公司 申请银行贷款提供担保的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、担保情况概述 崇义章源钨业股份有限公司（以下简称"公司"）于 2025 年 12 月 13 日召开 第六届董事会第二十一次会议，审议通过《关于为全资子公司赣州澳克泰工具技 术有限公司申请银行贷款提供担保的议案》，同意由公司为全资子公司赣州澳克 泰工具技术有限公司（以下简称"赣州澳克泰"）向中国工商银行股份有限公司崇 义支行申请贷款 5,000 万元、向招商银行股份有限公司赣州分行（以下简称"招 商银行赣州分行"）申请贷款 6,000 万元提供担保。 二、担保进展情况 1. 赣州澳克泰向招商银行赣州分行申请贷款的担保进展 2025 年 12 月 16 日，就赣州澳克泰向招商银行赣州分行申请 6,000 万元贷款， 公司出具了《最高额不可撤销担保书》（编号：791XY251215T000102），自愿为 赣州澳克泰在与招商银行赣州分行签署的《 ...

Market Overview - The Shanghai Composite Index experienced narrow fluctuations, while the ChiNext Index rose over 1% on December 17. The total trading volume in the Shanghai and Shenzhen markets was 1.04 trillion yuan, a decrease of 103.9 billion yuan compared to the previous trading day. A total of 3,724 stocks declined, while 1,578 stocks increased [1][2]. Sector Performance - The lithium battery industry chain led the market gains, with Tianhua New Energy (300390) rising over 13%, Jinyuan Co. (000546) achieving two consecutive limit-ups in four days, and Shengxin Lithium Energy (002240) hitting the daily limit. Hong Kong-listed Tianqi Lithium (002466) and Ganfeng Lithium (002460) both increased by over 5% [3][4]. Lithium Market Insights - On December 17, lithium carbonate futures surged over 7%, reaching a new high since May 2024. Following the shutdown of mining operations by CATL (300750), the "Lithium Capital of Asia," Yichun, plans to cancel 27 mining rights. Analysts noted that lithium carbonate futures prices have risen over 70% from their low point earlier in the year, with market expectations for lithium demand significantly improving following the release of November battery sales data [3][4]. Rare Metals and Other Sectors - The optical module sector saw a significant rebound, with major players like Guangku Technology (300620) leading with over a 5% increase. Rare metal stocks also strengthened, with Zhongtung High-tech (000657) nearing a limit-up and reaching a historical high. Tungsten powder prices increased by 10,000 yuan per ton, now priced at 1 million yuan per ton, reflecting a 216.5% rise since the beginning of the year [5]. New Stock Performance - Muxi Co., known as the "second domestic GPU stock" and the "second most expensive new stock of the year," saw its shares soar over 700%, with a market capitalization nearing 335 billion yuan, surpassing Moer Thread. The stock's price reached 719.8 yuan, with potential profits exceeding 300,000 yuan per share [7]. Precious Metals Update - Silver prices reached a new historical high, with spot silver rising over 3% to 65.86 USD per ounce. The main contract for silver futures on the Shanghai Futures Exchange increased by over 4%. Gold also saw a sharp increase, touching 4,320 USD, with the World Gold Council projecting an average annual return of over 5% for gold from 2025 to 2040 [7][8].

Core Insights - The rare metals sector in the A-share market experienced significant gains, with several stocks reaching new highs and notable increases in share prices [1] Group 1: Stock Performance - Zhongtung High-tech reached its daily limit and set a historical high, with a price increase of 9.79% and a total market capitalization of 65.2 billion [2] - Zhongmin Resources and Xiamen Tungsten both saw price increases exceeding 6%, with year-to-date gains of 89.47% and 122.63% respectively [2] - Other notable performers included Yahua Group, Tianqi Lithium, and Tibet Mining, all of which recorded price increases of over 5% [1][2] Group 2: Market Capitalization and Year-to-Date Gains - The total market capitalization of the top rare metal stocks varied, with Ganfeng Lithium leading at 131.7 billion, followed by Tianqi Lithium at 86.8 billion [2] - Year-to-date performance showed substantial growth across the sector, with Zhongtung High-tech leading at 214.71% increase, indicating strong investor interest and market confidence [2]

Core Viewpoint - The A-share market for rare metal stocks has seen a significant rally, with several companies reaching new highs and experiencing substantial gains [1] Group 1: Company Performance - Zhongtung High-tech reached its daily limit and set a historical high [1] - Zhongmin Resources, Xiamen Tungsten, and Rongjie Co. all increased by over 6% [1] - Yahua Group, Tianqi Lithium, Tibet Mining, and Zhangyuan Tungsten all rose by over 5% [1] - Ganfeng Lithium, Dongfang Tantalum, and Yongxing Materials increased by over 4% [1]

格隆汇12月16日丨章源钨业(002378.SZ)公布，公司于2025年12月15日收到控股股东章源控股《告知 函》，获悉章源控股于2025年12月8日至2025年12月15日通过大宗交易方式合计减持公司股份810.72万 股，占公司总股本比例0.6748%。本次权益变动前，章源控股及其一致行动人黄世春先生合计持有公司 股份6.92亿股，占公司总股本的57.6212%；本次权益变动后，章源控股及其一致行动人黄世春先生合计 持有公司股份6.84亿股，占公司总股本的56.9464%。本次权益变动触及1%的整数倍。 ...

格隆汇12月16日丨章源钨业(002378.SZ)公布，公司于2025年12月15日收到控股股东章源控股《告知 函》，获悉章源控股于2025年12月8日至2025年12月15日通过大宗交易方式合计减持公司股份810.72万 股，占公司总股本比例0.6748%。本次权益变动前，章源控股及其一致行动人黄世春先生合计持有公司 股份6.92亿股，占公司总股本的57.6212%；本次权益变动后，章源控股及其一致行动人黄世春先生合计 持有公司股份6.84亿股，占公司总股本的56.9464%。本次权益变动触及1%的整数倍。 ...

证券代码：002378 证券简称：章源钨业 公告编号：2025-059 崇义章源钨业股份有限公司 控股股东及其一致行动人减持股份触及 1%整数倍的公告 股东崇义章源投资控股有限公司及其一致行动人黄世春先生保证向本公 司提供的信息内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一 致。 崇义章源钨业股份有限公司（以下简称"公司"或"本公司"）于 2025 年 12 月 15 日收到控股股东崇义章源投资控股有限公司（以下简称"章源控股"）《告知 函》，获悉章源控股于 2025 年 12 月 8 日至 2025 年 12 月 15 日通过大宗交易方 式合计减持公司股份 8,107,153 股，占公司总股本比例 0.6748%。本次权益变动 前，章源控股及其一致行动人黄世春先生合计持有公司股份 692,270,781 股，占 公司总股本的 57.6212%；本次权益变动后，章源控股及其一致行动人黄世春先 生合计持有公司股份 684,163,628 股，占公司总股本的 56.9464%。 本次权益变动触及 1%的整数倍，具体情况公告如下： | 1 ...