炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ A股今日强势上扬，沪指盘中突破3400点，创业板指涨超1%；港股亦走强，恒生指数涨超1%重返24000 点上方，恒生科技指数大涨近3%，自4月低点涨幅超过20%，迈入技术性牛市。 行业方面，当地时间2025年5月30日至6月3日，2025年美国临床肿瘤学会（ASCO）年会在美国芝加哥 举行。随着美国临床肿瘤学会（ASCO）年会的召开和落幕，以及今年国内药企屡屡斩获大额全球授权 交易，二级市场反响热烈。 光大证券指出，本次年会见证了中国药企在新药研发方面的活跃度和竞争力，其间多项成果和数据惊艳 亮相，持续看好国产创新药的发展前景，特别是在临床进展和国际化布局方面有优势的企业。此外，5 月7日以来，我国已推出一揽子金融政策支持稳市场稳预期，其中货币政策和财政政策的支持力度均较 大。考虑到降息降准政策，业绩稳健增长、具备高股息特征的龙头药企具备较强的投资吸引力。 稀土板块活跃 具体来看，三大股指盘中震荡走高，沪指一度收复3400点，创业板指、北证50指数涨超1%。截至收 盘，沪指涨0.43%报3399.77点，深证成指涨0.65%报10250 ...

资金面上看，今日稀土永磁概念板块获主力资金净流入19.46亿元，其中，39股获主力资金净流入，7股 主力资金净流入超亿元，净流入资金居首的是英洛华，今日主力资金净流入5.34亿元，净流入资金居前 的还有中国稀土、北方稀土、中科磁业等，主力资金分别净流入3.09亿元、1.36亿元、1.20亿元。 资金流入比率方面，英洛华、北矿科技、华阳新材等流入比率居前，主力资金净流入率分别为 32.63%、27.12%、19.81%。（数据宝） 稀土永磁概念资金流入榜 | 601600 | 中国铝 | 1.34 | 1.18 | 7879.02 | 7.52 | | --- | --- | --- | --- | --- | --- | | | 业 | | | | | | 300224 | 正海磁 | 5.04 | 6.76 | 7829.95 | 10.36 | | | 材 | | | | | | 603072 | 天和磁 | 6.39 | 26.31 | 7828.83 | 8.64 | | | 材 | | | | | | 600980 | 北矿科 | 10.01 | 8.29 | 7271.47 | 27.12 | | ...

Group 1 - The core viewpoint of the news highlights the recent surge in the rare earth permanent magnet sector, driven by export control measures and market dynamics [1][2] - The A500 Index ETF (159351) has shown a positive performance, with a 0.62% increase and a trading volume exceeding 2 billion yuan, indicating strong investor interest [1][2] - The rare earth industry is experiencing a supply tightening and price stabilization, with expectations for moderate price increases benefiting equity sector profitability [2] Group 2 - The A500 Index ETF closely tracks the CSI A500 Index, which includes 500 representative stocks across various industries, balancing large-cap stocks with core industry leaders [2] - The A-share market is seen as having the potential for a bull market, driven by increasing household asset allocation towards equities and improvements in corporate governance and shareholder returns [3] - The overall profitability of Chinese enterprises is expected to rise, with a historical supply clearing cycle anticipated, indicating a shift towards higher value sectors [3]

Core Viewpoint - The recent relaxation of rare earth export controls may boost prices, leading to a dual impact of valuation enhancement and profit increase in the rare earth sector [1][4]. Group 1: Market Performance - On June 9, the rare earth permanent magnet sector saw significant gains, with Jiuling Technology rising over 16% and Zhongke Magnetic Industry increasing over 13% [1]. - Other notable stocks included Beikong Technology (+9.95%), Keheng Shares (+9.92%), and Yingluohua (+9.69%) [2]. Group 2: Export Control Measures - On June 7, the Ministry of Commerce stated that the export control measures for medium and heavy rare earths align with international practices and are aimed at safeguarding national security and interests [3]. - The ministry acknowledged the growing demand for medium and heavy rare earths in civilian applications, particularly in industries like robotics and new energy vehicles [3]. Group 3: Export Trends and Price Impact - Since the implementation of partial export controls in April, rare earth permanent magnet exports have dropped by over 50%, reaching a historical low in the past five years [3]. - The market has reacted to expectations of a gradual easing of export controls, leading to an increase in rare earth raw material prices [4]. - The report from CITIC Securities suggests that the relaxation of export controls could further drive price increases, benefiting the profitability of the rare earth sector [4].

Group 1 - The index strengthened on June 9, with the ChiNext Index rising over 1%, the Shanghai Composite Index increasing by 0.23%, and the Shenzhen Component Index up by 0.46%, led by the rare earth permanent magnet sector [1] - The Rare Earth ETF (516150) rose by 2.68% with a premium rate of 0.04%, frequently trading at a premium during the session [1] - The Rare Earth ETF closely tracks the CSI Rare Earth Industry Index, which consists of A-share listed companies involved in the rare earth industry, with no more than 50 constituent stocks [1] Group 2 - According to the Ministry of Commerce, export control measures on rare earths align with international practices, and a certain number of compliant applications have been approved [1] - Zhongtai Securities noted that rare earth prices are at the bottom of the cycle, with import minerals under control, leading to a more concentrated supply structure and potential price increases [1] - The demand for humanoid robots is expected to significantly boost the demand for key minerals, particularly rare earths, with projections indicating a cumulative increase in demand of approximately $800 billion by 2050 [2]

A股稀土永磁概念盘中走强，中科磁业20CM涨停，英洛华封板涨停，九菱科技涨超17%，科恒股份涨 超13%，大地熊、银河磁体等多股涨超7%。消息面上，商务部新闻发言人近日就中重稀土出口管制措 施答记者问表示，对稀土实施出口管制符合国际通行做法，中方已依法批准一定数量的合规申请。 订阅A股市场资讯 +订阅 订阅A股涨停捉妖队 +订阅 ...

暗盘资金一眼洞悉庄家意图>> 稀土永磁板块异动走高，中科磁业（301141）涨停，科恒股份（300340）、九菱科技涨超10%，英洛华 （000795）、大地熊、金力永磁（300748）、天和磁材（603072）、奔朗新材等跟涨。 ...

稀土永磁概念反复走强 中科磁业20CM涨停 智通财经6月9日电，稀土永磁概念近期反复走强，中科磁业20CM涨停，九菱科技、大地熊、英洛华、 银河磁体等多股涨逾5%。消息面上，商务部新闻发言人6月7日就中重稀土出口管制措施答记者问表 示，对稀土实施出口管制符合国际通行做法，中方已依法批准一定数量的合规申请。 ...

磁性材料板块走高，中科磁业（301141）涨超10%，大地熊、龙磁科技（300835）、银河磁体 （300127）、金力永磁（300748）、正海磁材（300224）等跟涨。 ...

A股金属新材料板块竞价活跃，九菱科技高开超5.5%，金力永磁高开4.5%，大地熊、正海磁材、中科磁 业等均开涨超2%。 订阅A股市场资讯 +订阅 ...