深成指、创业板指日内双双涨超2%，沪指涨1.12%，稀土永磁、金属新材料、CPO概念等涨幅居前。 (本文来自第一财经) ...

【导读】稀土板块飙涨，芯片股持续火热，寒武纪继续走高 中国基金报记者 晨曦 大家好！来一起关注最新的市场行情和资讯 ~ 8 月 25 日， A 股市场开盘火热：上证指数跳空高开 0.59% ，深证成指、创业板指涨超 1% 。截至发稿，上证指数站上 3860 点，深证成指、创业板指涨幅持续扩大。 | 3864.95 | ﺮ | 12364.39 | ુ | 2730.27 | ﻭ | | --- | --- | --- | --- | --- | --- | | 上证指数 +1.02% | | 深证成指 +1.63% | | 创业板指 +1.78% | | 科创 50 指数盘初一度涨近 6% ，截至发稿涨幅有所回落。 | < w | 科创50(000688) Q | | --- | --- | | 08-25 10:19:24 | | | １３００．３０ 昨收 1247.86 成交额 691.37亿 | | | +52.44 | 今开 | | 上涨 = 460 | 平盘 ထ 下跌 一 121 | | 最高价 | 182.6 近20日 23.24% | | 最低价 | 31.48% | | 年时 | 五日 日K ...

MACD金叉信号形成，这些股涨势不错！ 格隆汇8月25日｜A股市场稀土永磁板块集体走强，其中，金力永磁20CM涨停，大地熊、奔朗新材涨超 11%，金风科技、中钢天源、包钢股份10CM涨停，正海磁材涨超9%，中科磁业、三川智慧、惠城环 保、北方稀土涨超8%。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | --- | | 300748 | 金力永磁 | 1 | 20.00 | 499亿 | 104.50 | | 688077 | 大地熊 | + | 11.72 | 43.86 乙 | 85.86 | | 836807 | 奔朗新材 | 1 | 11.09 | 43.20 乙 | 203.21 | | 002202 | 金网科技 | 1 | 10.04 | 491亿 | 14.05 | | 002057 | 中钢天源 | 1 | 9.99 | 86.32 Z | 59.63 | | 600010 | 包钢股份 | 安 | 9.93 | 1354 乙 | 60.75 | | 300224 | 正海磁材 | 1 | 9.35 ...

(责任编辑：宋政 HN002) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 格隆汇8月25日｜A股主要指数高开高走，创业板指拉升涨逾2.02%，沪指涨0.78%，深成指涨1.44%。算 力硬件、半导体芯片、稀土永磁等方向涨幅居前，沪深京三市上涨个股近2800只。 ...

A股开盘，沪指高开0.59%报3848.16点，续创十年新高！深证成指高开1.03%，创业板指高开1.41%。盘 面上，CPO概念涨幅居前，剑桥科技、长飞光纤涨停；算力板块高开，科德教育、开普云20cm涨停； 半导体板块涨势延续，寒武纪高开超6%，股价突破1300元，此前获高盛将目标价上调50%至1835元； 稀土永磁板块盘初拉升，三川智慧、中航泰达涨超7%。(格隆汇) ...

Core Viewpoint - The report by Pacific Securities on Zhenghai Magnetic Materials emphasizes the company's focus on its core business and high-quality development, resulting in a "buy" rating for the stock [1] Financial Performance - In the first half of 2025, the company achieved total operating revenue of 3.057 billion yuan, a year-on-year increase of 20.42% - Profit before tax reached 104 million yuan, a decrease of 33.2% year-on-year - Net profit attributable to shareholders was 113 million yuan, down 24.39% year-on-year, with operating costs rising by 26.39%, leading to pressure on gross margin and profitability [2] Industry Position and Product Development - The company leads the nation in rare earth permanent magnet technology and production volume - Continuous R&D efforts on "heavy rare earth-free magnets," "low heavy rare earth magnets," and "ultra-light rare earth magnets" have reduced production costs and improved product performance, ensuring a technological edge in high-performance NdFeB permanent magnet materials - By 2024, the company's rare earth permanent magnet production capacity is expected to reach 30,000 tons, with an output of 20,781 tons, and rare earth permanent magnet revenue accounting for over 99% of total revenue [3] Market Demand and Strategic Positioning - Long-term growth in demand for rare earth permanent magnets is anticipated, driven by the increasing penetration of electric vehicles, with approximately 2-3 kg of rare earth magnets used per pure electric vehicle and about 1.5 kg per plug-in hybrid vehicle - Emerging markets such as humanoid robots and eVTOLs are expected to drive further demand - The company has established comprehensive coverage of top international and domestic automotive brands, with a 100% coverage rate among the top 10 global automotive brands and top 5 domestic brands [4] Supply Chain and Pricing Dynamics - China remains the largest supplier of rare earth resources globally, with a 2024 quota of 270,000 tons, reflecting a 6.36% year-on-year increase for light rare earths and a stable supply for heavy rare earths - The price of rare earths has been on the rise since 2025, benefiting the entire industry chain, and the company is expected to gain from this upward trend [5] Investment Outlook - The company is positioned as a leader in rare earth permanent magnet technology and production, with a diverse client base including many well-known domestic and international companies - The forecast for net profit attributable to shareholders for 2025-2027 is 290 million yuan, 480 million yuan, and 590 million yuan, respectively, with corresponding P/E ratios of 53x, 32x, and 26x, leading to an "accumulate" rating [6]

01 市场概况 2025年8月21日，三大指数涨跌各现，其中沪指上涨0.13%，收报3771.10点；深证成指下跌-0.06%，收报11919.76点；创业板指 下跌-0.47%，收报2595.47点。今日两市成交额24235亿元，与上个交易日相比增加约158亿元。 02 | | 概念板块 | 今日涨跌幅↓ | 5日涨跌幅 | 30日涨跌幅 | 今年以来 | | --- | --- | --- | --- | --- | --- | | | 可落冰 | 3.1% | 6.6% | 7.2% | 33.0% | | | 数字货币 | 2.4% | 7.1% | 10.2% | 46.2% | | | 跨境支付(CIPS) | 2.2% | 5.8% | 6.3% | 36.2% | | 물 | 草日滕 | 2.0% | 6.5% | 10.2% | 28.5% | | 派 | | | | | | | 幅 | 电子身份证 | 1.9% | 5.1% | 14.6% | 40.2% | | 前 | 钛白粉概念 | 1.9% | 6.0% | 12.9% | 28.7% | | - | 移动支付 | 1.7% | 5 ...

数据显示，五矿发展当日主力资金净流入7984.63万元，占流通市值比为0.81%。近五日主力资金累计净 流入8412.42万元，占流通市值比为0.85%。 风险提示：投资有风险，入市需谨慎。 五矿发展最新股价为9.22元，较前一交易日上涨0.84元。该公司所属贸易行业板块，主营业务涵盖金属 矿产、冶金原料、钢材等大宗商品的贸易及物流服务。 近期稀土价格出现明显上涨，8月以来主要品种平均上涨超过10万元/吨。钕铁硼N35最新报价144.5元/ 千克，月内涨幅10.7%。稀土永磁板块多家公司已发布上半年业绩数据，多数呈现预增或扭亏态势。 ...

上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先得！ 市场沸腾了！8月22日下午，沪指站上3800点，刷新2015那边8月20日以来新高，AI芯片、小金属、教育、算力、稀土永磁等概念涨幅居前。 "硬科技"全面大爆发，除了寒武纪，海光信息、中科曙光、中芯国际、盛美上海等个股大涨，北方华创、中兴通讯、中微公司、澜起科技、浪潮信息、芯 原股份等龙头股均上涨。 "硬科技"爆发 今天上午，"硬科技"爆发，半导体产业链全面走强，AI应用端和硬件端联手上涨。科创50指数上涨5.25%。 | | V | 半导体 | | | | --- | --- | --- | --- | --- | | | | 10870.23 2.66% | | | | 成分股 | 星金 | 简况(F10) | 资金 | 板块分析 | | 名称代码 | | 最新 | 涨幅 ◆ | 流通市值 | | 盛美上海 | | 139.00 | 17.29% | 60617 | | ■ 688082 | | | | | | 最终涨停10:57 | | | | | | 海光信息 | | 181.70 | 17.19% | 422 ...

Core Viewpoint - The Shanghai Composite Index reached 3,800 points on August 22, marking the highest level since August 20, 2015, with an increase of 0.77% [1] Industry Summary - AI chips, minor metals, education, computing power, rare earth permanent magnets, and PCB concepts showed significant gains [1]