根据A股概念涨跌幅与所对应的股票池综合分析，涨幅靠前的三个概念板块分别为：可控核聚变、金属 铅与超导概念。排名前10位的概念板块相关数据见下表： | 概念名称 | 涨跌幅(%) | 涨停成分股占比(%) | 上涨成分股占比(%) | 下跌成分股占比(%) | | --- | --- | --- | --- | --- | | 可控核聚变 | 6.97 | 23.17 | 91.46 | 8.54 | | 全鳥铅 | 6.14 | 21.21 | 100.0 | 0.0 | | 超导概念 | 5.85 | 19.23 | 92.31 | 7.69 | | 全属锌 | 5.72 | 16.22 | 94.59 | 2.7 | | 金属结 | 5.5 | 21.62 | 89.19 | 10.81 | | 全属钢 | 5.28 | 22.35 | 90.59 | 7.06 | | 黄金概念 | 5.22 | 25.33 | 88.0 | 12.0 | | 稀土永磁 | 5.05 | 5.17 | 87.93 | 12.07 | | 小金属概念 | 4.16 | 12.84 | 86.49 | 11.49 | | 全 ...

（原标题：小金属概念涨4.16%，主力资金净流入这些股） 资金流入比率方面，金岭矿业、浙富控股、安泰科技等流入比率居前，主力资金净流入率分别为49.56%、38.25%、37.79%。（数据宝） 小金属概念资金流入榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | 主力资金净流入比率（%） | | --- | --- | --- | --- | --- | --- | | 600111 北方稀土 | | 10.00 | 9.41 | 296855.23 | 16.97 | | 601390 中国中铁 | | 5.44 | 2.14 | 42814.59 | 17.09 | | 601600 中国铝业 | | 5.34 | 4.08 | 35815.25 | 7.81 | | 600392 盛和资源 | | 9.41 | 11.08 | 34692.52 | 7.35 | | 000831 中国稀土 | | 9.97 | 9.85 | 34509.63 | 6.01 | | 601168 西部矿业 | | 10.00 | 4.23 | 24532.76 | 10.2 ...

Core Insights - The small metals sector has seen a rise of 2.58% as of September 30, ranking 8th among sector gains, with 127 stocks increasing in value, including notable gains from Shengtun Mining, Jiangxi Copper, and China Metallurgical Group, which all hit the daily limit up [1] Group 1: Sector Performance - The small metals sector recorded a net inflow of 2.58%, with significant contributions from stocks like Huayou Cobalt, which saw a net inflow of 7.19 billion yuan [2][3] - The top gainers in the small metals sector included Huayou Cobalt (9.38%), Shengtun Mining (10.02%), and Jiangxi Copper (10.01%) [3][4] - The sector's performance was contrasted by declines in stocks such as Hailiang Co., which fell by 1.89% [1][9] Group 2: Capital Inflows - The small metals sector attracted a net inflow of 25.10 billion yuan, with 79 stocks receiving net inflows, and 14 stocks exceeding 1 billion yuan in net inflows [2] - The highest net inflows were recorded by Huayou Cobalt (7.19 billion yuan), followed by Northern Rare Earth (5.63 billion yuan) and China Metallurgical Group (4.38 billion yuan) [2][3] - The net inflow ratios for leading stocks included Xiyang Co. (37.94%), China Metallurgical Group (23.86%), and Jinyuan Co. (16.33%) [3][4]

Market Overview - The major A-share indices mostly recorded gains today, with the Shanghai Composite Index rising by 0.52% to close at 3882 points, and the Shenzhen Component Index increasing by 0.35% [1] - The total market turnover reached 2.2 trillion yuan, an increase of 191 billion yuan compared to the previous trading day, with over 2600 stocks rising and more than 2500 stocks declining [1] Sector Performance - The storage chip sector strengthened due to recent price increases from major storage chip companies, with stocks like Jiangbolong and Demingli hitting the daily limit [1] - The lithium mining concept saw a rise, with Defang Nano increasing by over 12% [1] - The non-ferrous metals sector was boosted by the issuance of a stable growth work plan, leading to stocks like Jingyi Co. and Jiangxi Copper hitting the daily limit [1] - AI chips, Shanghai Free Trade Zone, energy metals, and aerospace sectors also showed significant gains [1] - Conversely, the public utilities sector declined, with Lianmei Holdings hitting the daily limit down [1] - The banking and insurance sectors weakened, with Suzhou Bank leading the decline [1] - The textile and apparel sector also fell, with Hongxing Co. nearing the daily limit down [1] - Brokerage, wheel motor, and automotive integrated die-casting sectors experienced notable declines [1] Top Gainers and Fund Flow - Aerospace and military industry stocks led the gainers with a rise of 3.45% [2] - Base metals and precious metals sectors also saw positive fund inflows, with increases of 3.04% and 2.699% respectively [2] - Soft drinks, real estate, and biotechnology sectors recorded gains of 2.38%, 2.15%, and 2.15% respectively [2]

Group 1 - The small metal sector leads the market with an increase of 1.64% [1] - Boqian New Materials and Wanye Enterprises both saw a rise of 10.0% [1] - Xiyu Co., Ltd. increased by 9.98%, while Huaxi Nonferrous, Xingye Yinx, and Pengxin Resources rose over 4% [1]

Group 1 - The small metal sector is active in early trading, with a focus on non-ferrous metals and antimony leading the gains [1] - Huayu Mining reached the daily limit increase, indicating strong market interest [1] - Other companies such as Huaxi Nonferrous, Huayou Cobalt, Tengyuan Cobalt, and Guiyan Platinum also experienced price increases [1]

Core Viewpoint - The company, Luoyang Molybdenum Co., Ltd., is a significant player in the non-ferrous metal mining industry, focusing on molybdenum, tungsten, and precious metals, with a notable increase in gold production forecasted for 2023 [2][3]. Company Overview - Luoyang Molybdenum Co., Ltd. was established on December 22, 1999, and listed on October 9, 2012. The company is primarily engaged in the mining, selection, smelting, deep processing, and trading of precious metals such as molybdenum, tungsten, and gold [7]. - The company's revenue composition includes refined metal product trading (48.56%), concentrate product trading (38.31%), copper (27.14%), cobalt (6.04%), molybdenum (3.12%), phosphorus (2.23%), niobium (1.88%), tungsten (1.17%), and others (0.11%) [7]. Production and Financial Performance - The company holds an 80% stake in the NPM copper mine in Australia, which produced 16,000 ounces of gold in 2022, with a production guidance of 25,000 to 27,000 ounces for 2023, representing a year-on-year increase of 56% to 69% [2]. - For the first half of 2025, the company reported a revenue of 94.773 billion yuan, a year-on-year decrease of 7.83%, while the net profit attributable to shareholders increased by 60.07% to 8.671 billion yuan [8]. Market Position and Industry Standing - Luoyang Molybdenum is among the top five molybdenum producers globally and the largest tungsten producer, as well as the second-largest cobalt and niobium producer, and a leading copper producer [2][3]. - The company is also the second-largest phosphorus fertilizer producer in Brazil, with a complete phosphorus industry chain covering all aspects of production [3]. Shareholder and Market Activity - As of June 30, 2025, the number of shareholders decreased to 237,500, with an average of 0 circulating shares per person [8]. - The company has distributed a total of 21.562 billion yuan in dividends since its A-share listing, with 10.576 billion yuan in the last three years [9].

Core Viewpoint - The company, Luoyang Molybdenum Co., Ltd., is a significant player in the non-ferrous metal mining industry, focusing on the production of molybdenum, tungsten, and precious metals like gold, with a strong emphasis on expanding its precious metal business [2][3]. Company Overview - Luoyang Molybdenum Co., Ltd. was established on December 22, 1999, and listed on October 9, 2012. The company is primarily engaged in the mining, selection, smelting, deep processing, and trading of precious metals [7]. - The company's main business revenue composition includes refined metal product trading (48.56%), concentrate product trading (38.31%), copper (27.14%), cobalt (6.04%), molybdenum (3.12%), phosphorus (2.23%), niobium (1.88%), tungsten (1.17%), and others (0.11%) [7]. Production and Financial Performance - The company holds an 80% stake in the NPM copper-gold mine in Australia, with gold equity production guidance for 2023 set at 25,000 to 27,000 ounces, representing a year-on-year increase of 56% to 69% [2]. - For the first half of 2025, the company reported a revenue of 94.773 billion yuan, a year-on-year decrease of 7.83%, while the net profit attributable to shareholders increased by 60.07% to 8.671 billion yuan [8]. - The company is the second-largest producer of phosphorus fertilizer in Brazil and has a complete phosphorus industry chain, with phosphorus-related product revenue of 2.834 billion yuan in 2017, accounting for 11.82% of total revenue [3]. Market Activity - On September 22, the company's stock rose by 1.60%, with a trading volume of 2.481 billion yuan and a market capitalization of 271.922 billion yuan [1]. - The company has experienced a net outflow of 7.6914 million yuan from major funds today, with a continuous reduction in major fund positions over the past three days [4][5]. Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 15.95% to 237,500, with an average of 0 circulating shares per person [8]. - Major shareholders include Hong Kong Central Clearing Limited, which holds 648 million shares, and Huaxia SSE 50 ETF, which holds 138 million shares, both of which have increased their holdings compared to the previous period [9].

Core Viewpoint - The news highlights the performance and financial metrics of China Rare Earth Group, indicating a positive growth trajectory in revenue and profit, alongside a stable market presence in the rare earth industry. Company Overview - China Rare Earth Group primarily engages in the production and operation of rare earth oxides and related products, as well as technology research and consulting services [2][8] - The company is controlled by the State-owned Assets Supervision and Administration Commission of the State Council, categorizing it as a state-owned enterprise [3][4] Financial Performance - For the period from January to June 2025, China Rare Earth achieved a revenue of 1.875 billion yuan, reflecting a year-on-year growth of 62.38%, and a net profit attributable to shareholders of 162 million yuan, marking a 166.16% increase [8] - The company has distributed a total of 346 million yuan in dividends since its A-share listing, with 124 million yuan distributed over the past three years [9] Market Activity - On September 22, the rare earth sector saw a slight increase of 0.02%, with a trading volume of 2.036 billion yuan and a turnover rate of 3.76%, leading to a total market capitalization of 54.43 billion yuan [1] - The main capital inflow for the day was negative at 88.42 million yuan, indicating a trend of capital reduction over the past three days [5][6] Technical Analysis - The average trading cost of the stock is 53.41 yuan, with recent reductions in holdings slowing down; the current stock price is near a resistance level of 51.78 yuan, suggesting potential for upward movement if this level is surpassed [7]

Group 1 - The small metal concept index rose by 1.69%, ranking 8th among concept sectors, with 106 stocks increasing in value, including companies like Yuguang Gold Lead, Shengda Resources, and Zhuhai Group hitting the daily limit [1] - Notable gainers included Ashi Chuang, Yunnan Copper, and Xingye Silver Tin, which rose by 9.37%, 8.73%, and 7.43% respectively [1] - The largest declines were seen in companies such as Nandu Power, Yuanhang Precision, and Baowu Magnesium, which fell by 5.19%, 4.72%, and 4.48% respectively [1] Group 2 - The small metal concept sector saw a net inflow of 1.703 billion yuan, with 83 stocks receiving net inflows, and 15 stocks exceeding 100 million yuan in net inflows [2] - Leading the net inflow was Shanshan Co., with a net inflow of 653 million yuan, followed by North Copper, Hunan Silver, and Northern Rare Earth with net inflows of 590 million yuan, 559 million yuan, and 434 million yuan respectively [2] - The net inflow ratios were highest for North Copper, Hunan Silver, and Shengda Resources, with rates of 39.77%, 27.76%, and 19.65% respectively [3] Group 3 - The top performers in the small metal concept included Shanshan Co. with a 9.97% increase and a turnover rate of 13.63%, North Copper with a 10.01% increase and a turnover rate of 5.77%, and Hunan Silver with a 9.98% increase and a turnover rate of 14.11% [3][4] - Other notable stocks included Yunnan Zinc Industry and Yunnan Copper, which saw increases of 5.95% and 8.73% respectively [4] - The overall market performance indicated a strong interest in small metal stocks, reflecting positive sentiment in the sector [2][3]