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） ...

人民财讯8月22日电，A股三大指数开盘涨跌不一，沪指涨0.03%，深证成指跌0.15%，创业板指跌 0.31%。盘面上，算力、GPU等概念涨幅居前，数字货币、稀土永磁等概念盘初走弱。 ...

稀土主要品种价格快速走高，8月以来平均上涨超过10万元/吨。与此同时，永磁体价格也快速走高，钕 铁硼N35最新报价144.5元/千克，月内涨幅10.7%，年内涨幅51.3%。2024年，稀土价格大幅走低，A股 稀土板块业绩暴跌，在业绩低基数和稀土价格走高的双重影响下，今年稀土板块迎来业绩反转。据证券 时报·数据宝统计，截至8月21日，已有14家稀土永磁个股发布上半年业绩数据（含预告、快报和年 报），多数公司业绩预增或扭亏。龙头股北方稀土净利润更是同比暴增超18倍。 ...

Market Overview - The A-share market experienced high volatility with mixed performance across major indices, with the Shanghai Composite Index closing at 3771.10, up by 0.13%, while the Shenzhen Component Index fell by 0.06% to 11919.76 [1][2] - The total market capitalization of A-shares reached 101.31 trillion yuan, marking an increase of 15.63 trillion yuan from the end of last year, when it was approximately 85.68 trillion yuan [3] Sector Performance - The top-performing sectors included Agriculture, Forestry, Animal Husbandry, and Fishery, which rose by 1.50%, and Oil and Petrochemicals, which increased by 1.39% [1] - Conversely, sectors such as Machinery Equipment and Defense Industry saw declines of 1.08% and 0.69% respectively [1][2] Concept Indices - Notable concept indices included significant gains in sectors like Combustible Ice and Digital Currency, which rose by 3.12% and 2.38% respectively [2] - In contrast, sectors such as Rare Earth Permanent Magnet and Military Restructuring Concept experienced declines of 2.14% and 2.11% [2][3] Trading Volume and Market Sentiment - The trading volume in the Shanghai and Shenzhen markets reached 2.42 trillion yuan, an increase of 158 billion yuan from the previous trading day, marking the seventh consecutive day of trading volume exceeding 2 trillion yuan [4] - Despite the high trading volume, there was a net outflow of funds, indicating cautious market sentiment among investors [4] Future Outlook - The report suggests that as long as there are no significant fluctuations in the macroeconomic environment, optimistic market sentiment is likely to continue [4] - Recommended sectors for investment focus include Technology, Media, Telecommunications (TMT), Financials, Public Utilities, and Consumer sectors [4]

Core Viewpoint - The A-share market is experiencing a volatile pattern with mixed performance across the three major indices, indicating a focus on specific hot sectors while overall market breadth is weakening [4][5]. Market Performance - The Shanghai Composite Index opened high and reached a peak of 3787.98 points, marking a three-day consecutive high, with a technical pattern suggesting acceleration [4]. - A total of 2169 stocks rose, but the overall profit-making effect is diminishing, with a decline in the number of advancing stocks compared to decliners [4]. Trading Volume - The total trading volume in both markets reached 1.42 trillion yuan, marking the longest consecutive period of over 2 trillion yuan in nearly a decade, reflecting sustained market enthusiasm and ample liquidity [5]. Fund Flow Dynamics - There is a net outflow of funds from major players while retail investors are net buyers, indicating a shift in investment strategies [6]. - Institutional investors are reallocating funds from high-volatility small-cap stocks to blue-chip stocks, particularly increasing positions in semiconductor and consumer electronics sectors, while reducing holdings in leading consumer stocks like Kweichow Moutai [6]. Investor Sentiment - Retail investors exhibit a mix of enthusiasm for chasing gains and awareness of risks, showing a preference for small-cap stocks that resonates with institutional strategies [6]. - There is a notable concern regarding the performance of high-positioned thematic stocks, particularly in relation to AI application earnings realization [6].

| 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 可燃冰 | 3.12 | 稀土永磁 | -2.14 | | 数字货币 | 2.38 | 兵装重组概念 | -2.11 | | 跨境支付(CIPS) | 2.19 | 光刻机 | -2.11 | | 草甘膦 | 2.03 | PCB概念 | -2.10 | | 电子身份证 | 1.93 | 液冷服务器 | -2.06 | | 钛白粉概念 | 1.89 | PEEK材料 | -2.03 | | 移动支付 | 1.73 | 共封装光学(CPO) | -2.03 | | 丙烯酸 | 1.71 | 减速器 | -1.96 | | 财税数字化 | 1.40 | 汽车热管理 | -1.82 | | 信托概念 | 1.30 | 人形机器人 | -1.76 | 资金面上看，今日稀土永磁概念板块获主力资金净流出48.33亿元，其中，47股获主力资金净流出，12 股主力资金净流出超亿元，净流出资金居首的是北方稀土，今日主力资金净流出18.81亿元，净流出资 金居前的还有领益智造、金田股份、盛和资源等，主力资金 ...

8月21日，A股午后延续大涨，沪指日内最高价逼近3800点，截至收盘，三大指数涨跌不一，全市场超3000只个股下跌，沪深两市全天成交额2.42万亿。 | 内地股票 | | | | --- | --- | --- | | 行情 | 资金净流入 | 涨跌分布 | | 上证指数 | 深证成指 | 北证50 | | 3771.10 | 11919.76 | 1589.40 | | +4.89 +0.13% -6.98 -6.98 -0.06% -25.77 - -1.60% | | | | 科创50 | 创业板指 | 万得全A | | 1149.15 | 2595.47 | 5962.99 | | +1.00 +0.09% -12.19 -0.47% | | -7.71 -0.13% | | 沪深300 | 中证500 | 中证A500 | | 4288.07 | 6704.17 | 5089.34 | | +16.67 +0.39% | -23.90 -0.36% | +14.12 +0.28% | | 中证1000 | 深证100 | 中证红利 | | 7253.34 | 5171.27 | 5609.20 | ...

格隆汇8月21日｜平安证券研报指出，金力永磁2025年上半年归母净利润3.05亿元（同比+154.81%）； Q2实现归母净利润1.44亿元（同比+703.06%，环比-10.03%）。原材料价格回暖驱动毛利率边际抬升， 上半年稀土价格稳中有升，以镨钕金属为例，根据中国稀土行业协会数据，2025年7月平均价格为58万 元/吨，较2025年1月平均价格50万元/吨上升约16%。公司规划建设先进的具身机器人电机转子生产线， 初具一定的规模化量产能力。2025年上半年公司已有小批量产品的交付，机器人领域有望成为公司未来 重要的业务增长点之一。新能源及机器人领域驱动下，稀土永磁需求有望持续增长，公司相关领域布局 加速推进，未来优质产能落地有望加速释放业绩增长弹性。维持"推荐"评级。 ...