Group 1 - The market is experiencing a surge, with the Shanghai Composite Index surpassing 3800 points, marking the highest level since August 20, 2015 [1] - Key sectors showing significant gains include AI chips, minor metals, education, computing power, rare earth permanent magnets, and PCB [1]

| | 气击下载中国基金报客户端 | | | | --- | --- | --- | --- | | | ■ 中国基金报内容矩阵 ■ | | | | 巅峰对话 | 投资热点说 | ETF风向标 | IPO情报站 | | 4 | 444 C 444 | 1- 444 | 들 | | CHINAFUND | CHINAFUND | CHINAFUND | CHINAFUND | | 一下载 | 港股目报 | 全球早班车 | 数说人物 | | 5 | 0 444 444 | a 444 | 8 4.444 | | CHINAFUND | CHINAFUND | CHINAFUND | CHINAFUND | | | 微信搜一搜( Q 中国基金报 即刻获取财经资讯 | | | 市场沸腾了！8月22日下午，沪指站上3800点，刷新2015年8月20日以来新高。今天，AI芯片、小金属、教 育、算力、稀土永磁、PCB等概念涨幅居前。 ...

Group 1 - 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] - Sectors such as AI chips, rare metals, education, computing power, rare earth permanent magnets, and PCB saw significant gains [1]

Market Overview - A-shares opened mixed on August 22, with all three major indices showing positive performance by the time of reporting [1] - The STAR 50 index rose over 5%, driven by a strong performance in the semiconductor industry, with Haiguang Information hitting a 20% limit up and Cambrian Technology rising nearly 12% [1] Sector Performance - The computing power and big data sectors showed strength, while the liquid cooling concept continued to adjust, and sectors like fintech, stablecoins, and rare earths experienced slight declines [4] - The computing power sector saw significant gains, with Kede Education hitting the limit up and other companies like Cambrian Technology and Chipone also performing well [5] Catalysts and Trends - Research reports indicate that the domestic computing power sector is experiencing concentrated catalysts, with Tencent's earnings call highlighting multiple supply channel options for inference chips, suggesting potential support for domestic inference computing power chips amid international supply chain fluctuations [7] - The rare earth permanent magnet sector continued to strengthen, with companies like San Chuan Wisdom hitting the limit up and others like China Northern Rare Earth Group also seeing gains [7] Price Movements - As of August 21, the price of praseodymium oxide reached 657,500 yuan per ton, up 110,000 yuan from the beginning of the month, marking a more than 20% increase and a year-to-date increase of over 58% [9] - Neodymium oxide also saw a price increase, reaching 657,500 yuan per ton, with a month-to-date increase of 115,000 yuan and a year-to-date increase of 62.95% [9] Company Highlights - In the Hong Kong market, Miniso's stock surged nearly 16%, with Q2 revenue reaching 4.97 billion yuan, a year-on-year increase of 23.1%, and an adjusted net profit of 690 million yuan, up 10.6% year-on-year [12] - XPeng Motors' stock rose over 12%, following the announcement of share purchases by its co-founder and CEO, He Xiaopeng, who acquired 3.1 million shares at an average price of 80.49 HKD per share [12] Chip Sector Performance - The Hong Kong chip sector saw gains, with companies like SMIC, Hua Hong Semiconductor, and Shanghai Fudan rising over 7% [13]

8月22日，华新环保盘中上涨2.22%，截至09:39，报11.99元/股，成交2102.42万元，换手率1.04%，总市值36.33亿元。 资金流向方面，主力资金净流出64.42万元，大单买入20.59万元，占比0.98%，卖出85.01万元，占比4.04%。 华新环保今年以来股价涨34.42%，近5个交易日涨6.77%，近20日跌1.56%，近60日涨24.64%。 今年以来华新环保已经1次登上龙虎榜，最近一次登上龙虎榜为7月18日，当日龙虎榜净买入5175.11万元；买入总计9029.80万元 ，占总成交额比15.39%；卖出总计3854.69万元 ，占总成 资料显示，华新绿源环保股份有限公司位于北京市通州区中关村科技园区通州园金桥科技产业基地景盛北一街4号3-9号，成立日期2006年10月26日，上市日期2022年12月16日，公司主营业务 华新环保所属申万行业为：环保-环境治理-固废治理。所属概念板块包括：汽车拆解、固废处理、节能环保、稀土永磁、融资融券等。 截至7月31日，华新环保股东户数2.07万，较上期增加12.90%；人均流通股8214股，较上期减少11.43%。2025年1月-3月，华新环 ...

Company Overview - Guangsheng Nonferrous Metals Co., Ltd. is located in Panyu District, Guangzhou, Guangdong Province, and was established on June 18, 1993. The company was listed on May 25, 2000. Its main business involves non-ferrous metals [3]. Stock Performance - As of August 22, Guangsheng's stock price increased by 2.01%, reaching 64.49 CNY per share, with a trading volume of 171 million CNY and a turnover rate of 0.79%. The total market capitalization is 21.697 billion CNY [1]. - Year-to-date, Guangsheng's stock price has risen by 131.90%. In the last five trading days, it increased by 8.75%, while over the last 20 days, it saw a slight increase of 0.14%, and over the last 60 days, it rose by 46.34% [2]. Capital Flow - In terms of capital flow, there was a net inflow of 6.0489 million CNY from main funds, with large orders accounting for 18.11% of purchases and 16.67% of sales. Notably, there were no sales from special large orders [1]. Shareholder Information - As of June 30, the number of shareholders for Guangsheng reached 55,500, an increase of 32.18% from the previous period. The average circulating shares per person decreased by 24.34% to 6,061 shares [3]. Financial Performance - For the period from January to March 2025, Guangsheng reported a revenue of 1.506 billion CNY, reflecting a year-on-year decrease of 14.05%. The company has cumulatively distributed 4.268 million CNY in dividends since its A-share listing, with no dividends distributed in the last three years [3]. Institutional Holdings - As of March 31, 2025, Hong Kong Central Clearing Limited is the sixth-largest circulating shareholder, holding 1.823 million shares, which is an increase of 75,500 shares from the previous period [3].

稀土板块22日盘中发力走高，截至发稿，三川智慧20%涨停，中科磁业、北方稀土、方邦股份等涨超 5%。 该机构表示，短期看，国内氧化镨钕价格有望进一步上行。鉴于需求旺季到来及出口需求改善，且缅甸 进口矿收缩及其他供应增量有限，国内氧化镨钕供需收紧有望推动国内镨钕价格进一步上行。中长期 看，2025年-2027年，国内氧化镨钕供需有望逐步收紧，推动镨钕价格中枢抬升。 中信证券认为，镨钕价格保持强势运行，新能源汽车、空调、消费电子等下游需求持续增长，人形机器 人商业化进程加速有望打开稀土永磁远期需求增长空间，基本面支撑下稀土价格有望稳中有进，持续推 荐稀土永磁板块配置价值。 据中金测算，2024年稀土磁材出口量约占国内总需求的24%。考虑到目前正值磁材下游采购旺季，叠加 出口改善，国内磁材整体需求有望持续向好。 据中国海关数据，7月我国出口稀土磁材5577吨，同比、环比分别增长6%、75%。今年4月以来我国磁 材出口先降后升，7月出口超出过去三年同期平均水平10%。截至8月20日，国内氧化镨钕收报62.4万元/ 吨，较今年年初增长57%，较上半年最高点增长39%。 ...

8月22日，包钢股份盘中上涨2.24%，截至09:42，报2.74元/股，成交8.40亿元，换手率0.99%，总市值1240.91亿元。 资金流向方面，主力资金净流入3211.57万元，特大单买入7807.24万元，占比9.29%，卖出8447.69万元，占比10.05%；大单买入2.08亿元，占比24.77%，卖出1.70亿元，占比20.19%。 包钢股份今年以来股价涨47.47%，近5个交易日涨9.16%，近20日涨10.93%，近60日涨56.75%。 机构持仓方面，截止2025年3月31日，包钢股份十大流通股东中，香港中央结算有限公司位居第二大流通股东，持股8.90亿股，相比上期减少3527.98万股。华泰柏瑞沪深300ETF（510300） 责任编辑：小浪快报 今年以来包钢股份已经2次登上龙虎榜，最近一次登上龙虎榜为7月30日，当日龙虎榜净买入3.74亿元；买入总计8.72亿元 ，占总成交额比8.56%；卖出总计4.98亿元 ，占总成交额比4.89% 资料显示，内蒙古包钢钢联股份有限公司位于内蒙古包头市昆区河西工业区包钢信息大楼主楼，成立日期1999年6月29日，上市日期2001年3月9日，公司主营 ...

中信证券认为，镨钕价格保持强势运行，新能源汽车、空调、消费电子等下游需求持续增长，人形机器 人商业化进程加速有望打开稀土永磁远期需求增长空间，基本面支撑下稀土价格有望稳中有进，持续推 荐稀土永磁板块配置价值。 据中国海关数据，7月我国出口稀土磁材5577吨，同比、环比分别增长6%、75%。今年4月以来我国磁 材出口先降后升，7月出口超出过去三年同期平均水平10%。截至8月20日，国内氧化镨钕收报62.4万元/ 吨，较今年年初增长57%，较上半年最高点增长39%。 （文章来源：证券时报网） 稀土板块22日盘中发力走高，截至发稿，三川智慧20%涨停，中科磁业、北方稀土、方邦股份等涨超 5%。 该机构表示，短期看，国内氧化镨钕价格有望进一步上行。鉴于需求旺季到来及出口需求改善，且缅甸 进口矿收缩及其他供应增量有限，国内氧化镨钕供需收紧有望推动国内镨钕价格进一步上行。中长期 看，2025年-2027年，国内氧化镨钕供需有望逐步收紧，推动镨钕价格中枢抬升。 据中金测算，2024年稀土磁材出口量约占国内总需求的24%。考虑到目前正值磁材下游采购旺季，叠加 出口改善，国内磁材整体需求有望持续向好。 ...

每经AI快讯，8月22日，稀土永磁指数盘中涨幅达3.02%，成分股普涨。其中，中科磁业涨7.02%，科恒 股份涨6.19%，北方稀土涨6.10%，五矿发展涨4.65%，厦门钨业涨4.50%。 （文章来源：每日经济新闻） ...