证券之星消息，1月9日小金属板块较上一交易日上涨4.64%，云南锗业领涨。当日上证指数报收于 4120.43，上涨0.92%。深证成指报收于14120.15，上涨1.15%。小金属板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002428 | 云南省业 | 38.92 | 10.01% | 107.40万 | 41.26 Z | | 600549 | 厦门钨业 | 48.19 | 10.00% | 70.03万 | 33.08亿 | | 601958 | 金铝股份 | 18.38 | 9.99% | 76.92万 | 13.79亿 | | 002378 | 章源钨业 | 16.96 | 8.44% | 112.99万 | 19.04亿 | | 000960 | 锡业股份 | 33.82 | 7.81% | 56.89万 | 18.80亿 | | 600301 | 华锡有色 | 42.29 | 7.75% | 16.48万 | 6.85亿 | | 001280 | 中国留业 ...

每经AI快讯，1月9日，北方稀土公告称，根据稀土精矿定价方法及2025年第四季度稀土氧化物价格， 经测算并经公司2026年第1次总经理办公会审议通过，2026年第一季度稀土精矿交易价格调整为不含税 26834元/吨（干量，REO=50%），REO每增减1%、不含税价格增减536.68元/吨。 ...

证券代码：600111 证券简称：北方稀土 公告编号：2026—001 2026 年 1 月 10 日 中国北方稀土（集团）高科技股份有限公司（以下简称公司）于 2023 年 3 月 14 日、3 月 30 日先后召开第八届董事会第二十五次会议、 2023 年第一次临时股东大会，审议通过《关于稀土精矿日常关联交 易定价机制暨 2022 年度执行及 2023 年度预计的议案》。公司与关联 方内蒙古包钢钢联股份有限公司约定，自 2023 年 4 月 1 日起，在稀 土精矿定价公式不变的情况下，每季度首月上旬，公司经理层根据稀 土精矿定价公式计算、调整稀土精矿价格，重新签订稀土精矿供应合 同或补充协议并公告。具体详见公司于 2023 年 3 月 15 日、3 月 31 日在《中国证券报》《上海证券报》《证券时报》及上海证券交易所 网站发布的《北方稀土关于稀土精矿日常关联交易定价机制暨 2022 年度执行及 2023 年度预计的公告》《北方稀土 2023 年第一次临时股 东大会决议公告》等公告。 根据稀土精矿定价方法及 2025 年第四季度稀土氧化物价格，经 测算并经公司 2026 年第 1 次总经理办公会审议通过， ...

北方稀土公告，根据稀土精矿定价方法及2025年第四季度稀土氧化物价格，经测算并经公司2026年第1 次总经理办公会审议通过，2026年第一季度稀土精矿交易价格调整为不含税26834元/吨（干量， REO=50%），REO每增减1%、不含税价格增减536.68元/吨。 ...

Group 1 - The core viewpoint of the news is that the rare metals sector is experiencing a significant upward trend, driven by factors such as the surge in lithium carbonate futures and the anticipated supply-demand inflection point in the lithium industry between 2026 and 2027 [1][2] - The Shanghai Composite Index rose by 0.38%, while the CS Rare Metals Index increased by 1.99%, with notable individual stock performances including Western Superconducting rising over 7% and Luoyang Molybdenum up over 3% [1] - The Rare Metals ETF (562800) saw a 2.02% increase, with a trading volume of 166 million yuan and a turnover rate of 3.73%, reflecting a 78.82% increase over the past six months and a 105.98% increase over the past year [1] Group 2 - Supply constraints for key metals like rare earths are becoming more pronounced, with mining expansion cycles lasting 3-5 years and increasing environmental and export control regulations raising extraction thresholds [2] - Current inventories of copper, lithium, and rare earths are at historical lows, making demand increases likely to trigger price elasticity [2] - The Rare Metals ETF (562800) tracks the CSI Rare Metals Theme Index, which includes no more than 50 companies involved in the mining, smelting, and processing of rare metals, with lithium and rare earths accounting for 33.67% and 24.63% of the index's weight, respectively [2]

Group 1 - The core viewpoint is that the non-ferrous metal bull market is expected to continue due to geopolitical disturbances, major power competition, and energy revolution [3][4] - The mining ETF (561330) has seen a significant increase, with over 530 million yuan net inflow for 10 consecutive days, indicating strong market interest [1][3] - Supply uncertainties for resource products are rising, particularly due to geopolitical tensions and labor strikes affecting major mining operations in regions like Latin America [3][4] Group 2 - The mining ETF (561330) is outperforming other ETFs, ranking third in overall market performance for 2025, with a focus on leading companies in the sector [4] - The top ten components of the mining ETF account for 56.13% of its total weight, indicating a more concentrated investment in leading firms compared to the broader non-ferrous index [4][6] - The index has a higher proportion of gold, copper, and rare earths at 55.8%, compared to 50.9% in the broader non-ferrous index, enhancing its performance potential [7] Group 3 - The copper market is expected to benefit from supply-demand imbalances and a favorable interest rate environment, with historical trends suggesting price increases during rate cuts [12] - Aluminum supply is constrained, with limited capacity growth expected in 2026, while new demand from sectors like renewable energy is anticipated to support high prices [12] - Lithium demand is projected to grow significantly due to energy storage needs, with a potential supply-demand balance expected by 2026, driving prices upward [13] Group 4 - The rare earth market is seeing limited easing of export restrictions, which could enhance profit margins and valuations due to high overseas demand [14] - The mining ETF (561330) currently has a scale of 1.561 billion yuan, leading its category, and has shown a remarkable increase of 106.11% in 2025, making it the top performer among non-ferrous ETFs [14]

接着奏乐接着舞！1月9日，有色ETF华宝（159876）场内价格盘中猛拉3.33%，再创历史新高！截至发稿，获资金实时净申购5280万份，此前10日累计吸金 2.79亿元，伴随火热行情，资金狂涌！ 成份股方面，为商业航天提供有色金属的概念股显著领涨，云南锗业涨停，厦门钨业涨超9%，驰宏锌锗涨逾7%，海亮股份、西部超导等个股跟涨。权重股 方面，洛阳钼业涨超4%，紫金矿业、山东黄金涨逾3%，中国铝业、北方稀土涨超2%。 消息面上，中国央行连续第14个月增持黄金。国金证券指出，全球滞胀、秩序混沌、美国赤字货币化的核心支撑逻辑未变。展望2026年，黄金牛市基础依然 稳固，上涨趋势未改，且有望外溢至相关有色金属及战略金属领域。 放眼海外，本周五（北京时间 1月9日21：30），美国统计局将发布12月非农就业报告。中信建投期货表示，2026年美联储货币政策偏鸽，大概率进一步渐 进式降息，为有色市场提供偏多环境。东方证券指出，美联储降息周期里，供需偏紧的实物资产，即使是较小的供需缺口也有望产生较大的价格弹性。本轮 降息周期下，以铜、铝为代表的工业金属超级周期或已来临。 国联民生证券认为，美国降息周期延续，流动性宽松继续利好 ...

Group 1 - The core viewpoint of the news is that the copper demand is expected to increase significantly due to growth in artificial intelligence and defense sectors, with a projected 50% rise by 2040, leading to a potential annual supply gap of over 10 million tons if recycling and mining efforts are not intensified [1] - The Zhongzheng Nonferrous Metals Industry Index (399395) has seen a strong increase of 3.45%, with notable gains from individual stocks such as Xiamen Tungsten (600549) up 9.86%, Hailiang Co. (002203) up 7.91%, and Chihong Zn & Ge (600497) up 7.82% [1] - Tianfeng Securities indicates that the copper supply side is cautious with new expansions and high production costs, predicting a 2% growth in copper mine supply by 2026, while the smelting side faces historically low TC/RC levels, potentially limiting capacity utilization [1] Group 2 - The demand for copper is expected to grow by 3% due to economic recovery and the demand from AI-related equipment, resulting in a global supply-demand gap of approximately 630,000 tons [1] - The application of copper in data centers includes power transmission, signal transmission for high-speed data exchange between chips and systems, heat dissipation, and as a key material in semiconductor manufacturing [1] - The Nonferrous ETF Fund (159880) closely tracks the Zhongzheng Nonferrous Metals Industry Index, which reflects the overall performance of listed companies in the nonferrous metals sector [2]

Group 1 - The core viewpoint of the news highlights a significant increase in the non-ferrous metal industry index and specific stocks, driven by a major mineral discovery in Xinjiang, which is expected to impact the market positively [1][2] - The non-ferrous metal industry index (399395) rose by 2.32%, with notable stock performances including Xiamen Tungsten (up 8.97%), Hailiang Co. (up 7.75%), and Chihong Zn & Ge (up 6.81%) [1] - The discovery of the Salt Lake 27 mineral group, with an average grade of 30.73%, marks the largest mineral find in the region in nearly 40 years, particularly for chromium ore, which is crucial for various high-tech industries [1] Group 2 - Tianfeng Securities indicates that the tightening supply-demand dynamics will lead to higher price elasticity for aluminum, with expectations for stable price increases and sustained high profits in the electrolytic aluminum sector [2] - The electrolytic aluminum companies have passed their peak capital expenditure phase, suggesting a favorable environment for increased dividends and overall investment optimization in the sector [2] - The copper supply is projected to grow at 2% in 2026, with challenges in the smelting sector due to historically low TC/RC levels, which may limit production capacity [2] Group 3 - As of December 31, 2025, the top ten weighted stocks in the non-ferrous metal industry index account for 51.65% of the index, including major companies like Zijin Mining and China Aluminum [3]

Group 1 - The core viewpoint of the news is that the precious and industrial metals sector is experiencing a significant bullish trend, driven by increased investment and favorable market conditions [1][3][4] - The Huabao ETF (159876) saw a price increase of 3.33%, reaching a historical high, with a net subscription of 52.8 million units and a total inflow of 279 million yuan over the past 10 days [1][8] - Key stocks in the sector, particularly those related to commercial aerospace, have shown strong performance, with Yunnan Zhenye hitting the daily limit, and other companies like Xiamen Tungsten and Chihong Zn & Ge also experiencing significant gains [1][8] Group 2 - The People's Bank of China has increased its gold reserves for the 14th consecutive month, indicating a stable foundation for a gold bull market that is expected to extend to related non-ferrous and strategic metals [3][10] - Analysts predict that the U.S. Federal Reserve's dovish monetary policy will likely lead to gradual interest rate cuts, creating a favorable environment for the non-ferrous metals market [3][10] - The ongoing U.S. rate-cutting cycle and liquidity easing are expected to benefit non-ferrous metal prices, with supply constraints and increased demand from traditional and emerging sectors, such as AI and energy storage, contributing to a potential price surge [3][10] Group 3 - The Huabao ETF and its linked funds cover a wide range of metals, including copper, aluminum, gold, rare earths, and lithium, allowing investors to capture the overall sector's beta performance across different economic cycles [4][11] - The current market conditions suggest that the industrial metal supercycle may have already begun, particularly for metals like copper and aluminum [3][10] - The demand for non-ferrous metals is expected to rise significantly due to the resilience of traditional industries and the emergence of new sectors, indicating a potential upward shift in price levels [3][10]