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太强了!连拉8个20CM涨停板,两周暴涨330%!人均大赚200万!公司连续提示风险...
雪球·2025-07-18 08:00

Group 1: Market Performance - The Shanghai Composite Index reached a new closing high for the year at 3534 points, with a gain of 0.5% [1] - The total trading volume in the Shanghai and Shenzhen markets was 1.57 trillion yuan, an increase of 31.7 billion yuan compared to the previous trading day [2] Group 2: Rare Earth Sector - The rare earth sector showed strong performance, with stocks like Jiu Wu Gao Ke hitting the daily limit of 20% and Bei Fang Rare Earth rising over 9% [5] - The North Rare Earth stock reached a three-year high, with a market capitalization approaching 120 billion yuan and a single-day trading volume exceeding 14.7 billion yuan, making it the highest in the market [5] - The Chinese government has implemented export controls on rare earth materials to protect national security, citing threats from foreign espionage [8] - A new rare earth mineral named "Ned Yellow River" was discovered in Inner Mongolia, which has unique neodymium enrichment characteristics, crucial for high-performance permanent magnets used in various industries [8] - Analysts believe that limited supply growth and improving domestic demand will drive a rebound in domestic rare earth prices, with potential revaluation for domestic and overseas rare earth companies [9] Group 3: AI Sector - AI-related stocks were active, with companies like Nanxing Co. hitting the daily limit [11] - OpenAI launched a significant product, ChatGPT Agent, which can autonomously select tools to complete complex tasks [13] - The release of the Kimi K2 AI model in China has garnered attention, showcasing impressive capabilities in programming and writing [13] Group 4: Company-Specific Developments - Shangwei New Materials has seen its stock price surge by over 330% since its resumption of trading, achieving eight consecutive daily limits [14][17] - The company has issued multiple risk warnings regarding its stock price volatility, with a significant deviation in closing prices over 30 trading days [18][19] - A proposed acquisition by Zhiyuan Robotics will change the controlling shareholder of Shangwei New Materials, potentially marking a first for an intelligent robotics company on the Sci-Tech Innovation Board [19]