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 | ...

Core Viewpoint - Ping An Securities report indicates that Jinli Permanent Magnet's net profit attributable to shareholders for the first half of 2025 reached 305 million yuan, representing a year-on-year increase of 154.81% [1] Financial Performance - In Q2 2025, the company achieved a net profit attributable to shareholders of 144 million yuan, showing a year-on-year increase of 703.06% but a quarter-on-quarter decrease of 10.03% [1] - The recovery in raw material prices has driven a marginal increase in gross profit margin [1] Market Trends - Rare earth prices have shown a steady increase, with the average price of praseodymium-neodymium metal reaching 580,000 yuan per ton in July 2025, up approximately 16% from the average price of 500,000 yuan per ton in January 2025 [1] Business Development - The company plans to build an advanced production line for robotic motor rotors, which has begun to achieve a certain scale of mass production [1] - Small batch product deliveries have already commenced in the first half of 2025, indicating that the robotics sector is expected to become a significant growth area for the company [1] Future Outlook - Driven by the demand in the new energy and robotics sectors, the demand for rare earth permanent magnets is expected to continue growing [1] - The company's accelerated layout in related fields is anticipated to enhance the release of quality production capacity, thereby increasing performance growth elasticity in the future [1] - The report maintains a "recommended" rating for the company [1]

Group 1 - The A-share market experienced fluctuations with mixed performance across the three major indices, with the Shanghai Composite Index rising by 0.13% while the Shenzhen Component and ChiNext indices fell by 0.06% and 0.47% respectively [3] - The total trading volume in the Shanghai and Shenzhen markets reached 2.42 trillion, an increase of 158 billion compared to the previous trading day, marking the seventh consecutive day of trading volume exceeding 2 trillion [1][6] - The market showed a diverse range of performance among individual stocks, with over 3,000 stocks declining, while digital currency concept stocks and oil and gas stocks saw significant gains, including multiple stocks hitting the daily limit up [1][2] Group 2 - Key sectors that performed well included oil and gas, digital currency, beauty care, and banking, while sectors such as rare earth permanent magnets, PEEK materials, liquid cooling servers, and CPO experienced declines [2] - The limit-up performance rate was recorded at 61%, with 43 stocks hitting the limit up and 27 stocks touching the limit down, indicating a volatile trading environment [6]

作 者丨见习记者李益文 编 辑丨叶映橙 江佩佩 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14:24，三大指数翻绿，超3400股下 跌，1800股上涨，成交额2.12万亿。 盘面上，数字货币概念股大涨，御银股份等多股涨停。油气股震荡走强，准油股份涨停。存储芯片概念 股局部活跃，兆易创新涨停，中兴通讯涨停炸板，截至14:38，涨幅6%。 值得注意的是，沪深两市成交额今年以来首次连续7个交易日突破2万亿元，拉长时间来看，近十年来， 两市第二次连续7个交易日成交额突破2万亿大关。上一波行情出现在去年11月，数据显示，2024年11月 5日至13日，两市成交额也曾连续7个交易日超2万亿元。 不过，沪指创出近十年新高后连续缩量，高位股调整风险加剧，其中液冷板块和稀土永磁概念开启回 调。 板块回调与美股市场形成联动。昨夜英伟达盘中一度下挫4%，英特尔收跌近7%。 回溯技术驱动因素，7月初美国云服务商CoreWeave宣布全球率先部署英伟达GB300NVL72系统，成为 首家提供该服务的超大规模AI云服务商，标志着首款GB300NVL72服务器正式出货。该机型单柜功率达 120kW，传统风冷已无法满足 ...

每经AI快讯，8月21日，创业板指午后再度翻绿，液冷、CPO、麒麟电池、稀土永磁等概念跌幅居前。 （文章来源：每日经济新闻） ...

Market Overview - The A-share market opened with all three major indices rising, with the Shanghai Composite Index up by 0.12%, continuing to reach a 10-year high [1] - The Shenzhen Component Index increased by 0.33%, while the ChiNext Index rose by 0.28% [1] Sector Performance - The cross-border payment concept saw significant gains, with Tianrongxin hitting the daily limit, and Zhongyou Capital and Sifang Jingchuang both rising over 9% [1] - Brokerage stocks experienced a broad rally, with Zhongyin Securities increasing by over 5%, and Hatou Securities and Dongxing Securities both rising over 3% [1] - The photovoltaic equipment sector faced adjustments, with Huamin Co. dropping over 4% and Yamaton falling over 3% [1] - The rare earth permanent magnet concept initially declined, with Jintian Co. falling over 8% and Dongfang Zirconium dropping over 5% [1]

每日经济新闻 华安证券表示，配置上仍然聚焦进攻性方向，包括弹性最大的成长科技和业绩支撑板块：一是成长科技包括AI、机器人；二是景气或业绩支撑如稀土永 磁、贵金属、工程机械、摩托车、农化制品。 | | | 8月20日指数涨跌幅榜 | | | | | --- | --- | --- | --- | --- | --- | | | | 指数简称 | 单日涨跌幅 | 近5日涨跌幅 | 近5年估值分 | | 電電清散 | 单日涨跌幅前三 | 科创板50 | | | | | | | 科创100 | 3.23% 2.17% | 6.54% 5.44% | 99.5% 43.6% | | | | 科创综指 | 1.84% | 4.96% | 92.9% | | | 单日涨跌幅后三 | 创业200 | -0.19% | 3.86% | 99.8% | | | | 东证指数 | -0.57% | 0.23% | 77.0% | | | | 日经225 | -1.51% | -0.89% | -- | | 行业主题指数 | 单日涨跌幅前三 | 科创芯片设计 | 5.07% | 10.68% | --- | | | | 科创芯片 | ...

Core Viewpoint - The news highlights the performance and financial metrics of China Rare Earth Group, indicating a decline in stock price and trading activity, while also providing insights into the company's operations and market position. Company Overview - China Rare Earth Group specializes 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 a state-owned enterprise, ultimately controlled by the State-owned Assets Supervision and Administration Commission of the State Council [3] - It is categorized as a "中字头" stock, indicating its control by state-owned or central enterprises [4] Financial Performance - As of August 8, the company reported a revenue of 728 million yuan for Q1 2025, representing a year-on-year growth of 141.32%, with a net profit of 72.62 million yuan, up 125.15% [8] - The company's main revenue sources include rare earth oxides (59.95%), rare earth metals (38.19%), and other services [8] - Cumulative cash dividends since the company's A-share listing amount to 346 million yuan, with 124 million yuan distributed over the past three years [9] Market Activity - On August 20, the stock price of China Rare Earth fell by 0.95%, with a trading volume of 3.86 billion yuan and a turnover rate of 7.92%, leading to a total market capitalization of 48.54 billion yuan [1] - The stock has seen a net outflow of 302 million yuan from major investors today, with a ranking of 22 out of 24 in its industry [5][6] Technical Analysis - The average trading cost of the stock is 42.48 yuan, with the current price approaching a resistance level of 46.50 yuan, suggesting potential for a price correction if this level is not surpassed [7]

今年以来中国稀土已经2次登上龙虎榜，最近一次登上龙虎榜为7月11日，当日龙虎榜净买入1.55亿元； 买入总计6.18亿元 ，占总成交额比10.85%；卖出总计4.63亿元 ，占总成交额比8.13%。 资料显示，中国稀土集团资源科技股份有限公司位于江西省赣州市章贡区章江南大道18号豪德银座A栋 14、15层，成立日期1998年6月17日，上市日期1998年9月11日，公司主营业务涉及稀土冶炼分离及稀土 技术研发及服务。主营业务收入构成为：稀土氧化物59.95%，稀土金属38.19%，其他1.64%，技术服务 收入0.22%，试剂收入0.01%。 中国稀土所属申万行业为：有色金属-小金属-稀土。所属概念板块包括：稀土永磁、小金属、国资改 革、中字头、稀缺资源等。 截至8月8日，中国稀土股东户数18.53万，较上期增加15.66%；人均流通股5727股，较上期减少 13.54%。2025年1月-3月，中国稀土实现营业收入7.28亿元，同比增长141.32%；归母净利润7261.81万 元，同比增长125.15%。 来源：新浪证券-红岸工作室 8月20日，中国稀土盘中下跌2.10%，截至13:26，报45.21元/股 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示 概 不 就 因 本 公 告 全 部 或 任 何 部 份 內 容 而 產 生 或 因 倚 賴 該 等 內 容 而 引 致 之 任 何 損 失 承 擔 任 何 責 任。 JL MAG RARE-EARTH CO., LTD. 江 西 金 力 永 磁 科 技 股 份 有 限 公 司 （ 在 中 華 人 民 共 和 國 註 冊 成 立 的 股 份 有 限 公 司 ） （股 份 代 碼：06680） 海外監管公告 本公告乃根據香港聯合交易所有限公司證券上市規則第13.10B條 而 做 出。 茲載列江西金力永磁科技股份有限公司於深圳證券交易所網站(www.szse.cn)刊 登 的 公 告 如 下，僅 供 參 閱。 承董事會命 江西金力永磁科技股份有限公司 董事長 蔡報貴 江 西，2025年8月19日 於 本 公 告 日 期，董 事 會 成 員 包 括 執 行 董 事 蔡 報 貴 先 生 及 呂 鋒 先 生；非 執 行 董 事 胡 志 濱 先 生、李 忻 農 ...