Group 1: Market Overview - On October 13, the A-share market experienced a rebound after a dip, with the Shanghai Composite Index down 0.19%, Shenzhen Component down 0.93%, and ChiNext down 1.11% [2] - The total trading volume in the Shanghai and Shenzhen markets was 23,742 billion yuan, a decrease of 1,599 billion yuan from the previous day [2] Group 2: Rare Earth Sector - The rare earth permanent magnet sector saw significant gains, with over ten stocks hitting the daily limit, including Galaxy Magnetic and New Lai Fu, which surged by 20% [3] - Northern Rare Earth and Baotou Steel announced a price increase for rare earth concentrates, adjusting the price to 26,205 yuan per ton (excluding tax), marking a 37% increase from the previous quarter [3] - Northern Rare Earth expects a net profit of 1.5 to 1.57 billion yuan for the first three quarters of 2025, a year-on-year increase of 272.54% to 287.34% [3] Group 3: Gold and Non-Ferrous Metals - The gold and non-ferrous metal sectors also saw a collective rise, with Western Gold and Silver Nonferrous hitting the daily limit [4] - The London spot gold price approached a historical high of $4,059.84 per ounce, driven by factors such as expectations of U.S. Federal Reserve rate cuts and geopolitical tensions [5] - Tungsten's strategic value is increasingly recognized amid intensifying global competition, with domestic supply tightening and demand rising, leading to expectations of high tungsten prices [5] Group 4: Market Sentiment and Future Outlook - Analysts believe the A-share market will continue to be driven by domestic factors, with external shocks having a diminished impact [6] - The upcoming policy window in October is expected to support a bullish trend in the A-share market, with potential focus on resource products and new consumer opportunities [6]
三大股指探底回升 资源板块逆势上扬 机构：A股市场仍将“以我为主”
Shang Hai Zheng Quan Bao·2025-10-13 18:05