稀土永磁概念反复走强 中科磁业20CM涨停 智通财经6月9日电，稀土永磁概念近期反复走强，中科磁业20CM涨停，九菱科技、大地熊、英洛华、 银河磁体等多股涨逾5%。消息面上，商务部新闻发言人6月7日就中重稀土出口管制措施答记者问表 示，对稀土实施出口管制符合国际通行做法，中方已依法批准一定数量的合规申请。 ...

资金流入比率方面，科恒股份、祥明智能、包钢股份等流入比率居前，主力资金净流入率分别为 32.36%、12.59%、12.36%。（数据宝） 稀土永磁概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 000831 | 中国稀 土 | 3.38 | 6.73 | 27721.60 | 10.93 | | 600392 | 盛和资 源 | 5.42 | 6.65 | 16525.25 | 11.42 | | 600259 | 广晟有 色 | 10.00 | 7.29 | 12758.35 | 10.37 | | 300340 | 科恒股 份 | 20.02 | 15.50 | 12061.93 | 32.36 | | 600111 | 北方稀 土 | 1.90 | 1.88 | 10444.19 | 6.41 | | 600010 | 包钢股 份 | 1.73 | 0.92 | 6224.54 | 12.36 | ...

【导读】光大系暴涨 中国基金报记者泰勒 大家好啊，今天的市场整体上涨，一起看看发生了什么事情。 光大系暴涨 6月4日，光大系暴涨，其中中国光大控股暴涨10%，光大证券大涨超6%。 资料显示，中国光大控股是中国光大集团的子公司。公司立足于香港及内地, 专注金融业务, 全面参与大中华地区之商业银行、投资银行、资产管理、直接 投资、证券及保险等业务。 消息面上，稳定币巨头Circle周一表示，其正在扩大在美国首次公开募股（IPO）的规模，目标估值高达72亿美元（完全稀释基础），这凸显了稳定币市 场日益增长的势头。 此次IPO规模的扩大反映出投资者对加密货币企业的强烈兴趣。美国总统特朗普不仅承诺将为该行业提供更友好的监管环境，还因其关联的多个加密项目 引发了利益冲突的担忧。 总部位于纽约的稳定币发行方Circle及其部分现有投资者，目前计划通过每股27至28美元的价格发行3200万股，筹资高达8.96亿美元，高于此前计划的 2400万股、每股24至26美元。 Circle发行的美元稳定币USDC是全球第二大稳定币，预计将受益于即将出台的稳定币监管法案。 有分析称，这次扩大IPO规模，与其说是对监管进展的精准预判，不如 ...

中国基金报记者晨曦 大家好！来一起关注上午的市场行情和最新资讯~ 6月4日上午，A股市场红盘震荡。截至午间收盘，上证指数涨0.43%，深证成指涨0.91%，创业板指涨 1.22%。 稀土永磁概念股活跃 6月4日上午，稀土永磁概念股反复活跃。科恒股份突然拉升，冲上20cm涨停板。广晟有色2连板，中科 磁业、大地熊、金力永磁、盛和资源等涨幅居前。 | A股 港股 美股 全球 | | 图片三 | | --- | --- | --- | | 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 | | 3376.58 | 10148.98 | 1439.84 | | +14.61 +0.43% +91.81 +0.91% +16.69 +1.17% | | | | 科创50 | 创业板指 | 万得全A | | 987.27 | 2027.16 | 5137.06 | | +5.56 +0.57% +24.46 +1.22% +36.47 +0.72% | | | | 沪深300 | 中证500 | 中证A500 | | 3871.88 5739.49 4538.1 ...

稀土利好消息频发 高估值仍待进一步消化 金十数据5月15日讯，今日早盘，稀土永磁概念再度飙升。值得注意的是，外围稀土股的表现非常强 势。消息面上，据昨晚的公告，在美国稀土生产商MP Materials暂停向中国出口稀土精矿后，其在中国 的独家经销商盛和资源加速布局海外稀土资源。另外，中国稀土表示，现阶段，公司正积极配合中国稀 土集团开展解决同业竞争问题的相关工作，择机开展并购重组。沙特公共投资基金（PIF）持股的沙特 矿业公司宣布同美国稀土生产商MPMaterials签署协议，共同探索建立全面整合的端到端稀土供应链的 机会。有分析认为，部分产品近期价格较前期有所上涨，矿商惜售意愿增强，导致出货积极性降低。另 外，受终端需求疲软影响，下游磁性材料企业对高价金属的接受度较低，导致磁性材料市场价格涨幅有 限，市场观望情绪再次升温。 （券商中国） ...

Group 1 - The core viewpoint of the article highlights the significant rise in rare earth permanent magnet concept stocks, particularly the surge in Yujing Co., which hit the daily limit [1] - Other companies such as Guangsheng Nonferrous, China Rare Earth, Yingsite, and Jiuling Technology also experienced increases of over 5% [1] - The report from CITIC Construction Investment indicates that since April 4, when China imposed export controls on certain medium and heavy rare earths, the supply of rare earths overseas has tightened, leading to substantial price increases for some products [1]

金 融 期 货 研 究 | 期指：利多继续落地，关注早间发布会 | | --- | | | | 【期指期现数据跟踪】 期指数据 | | 收盘价 | 涨跌幅% | 基 差 | 成交额-亿 | 成交量 | 变 动 | 持仓量 | 变 动 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 沪深300 | 3808.54 | ↑1.01 | | 2679.4 | | | | | | IF2505 | 3797.6 | ↑1.10 | -10.94 | 325.3 | 28609 | ↑8550 | 46669 | ↓1740 | | IF2506 | 3766.2 | ↑1.13 | -42.34 | 539.2 | 47831 | ↑5445 | 138953 | ↑2596 | | IF2509 | 3708.6 | ↑1.06 | -99.94 | 104.5 | 9414 | ↑2535 | 56336 | ↑1103 | | IF2512 | 3681.8 | ↑1.10 | -126.74 | 23.8 | 2158 | ↓215 | ...

还有，A股休市期间，美股涨幅超3%，恒生科技涨超3%，富时A50指数涨超1%，也刺激了今天A股的 涨势。 第二点，今天A股的开盘，特别的漂亮，没有大幅高开，而是小幅高开且回补了跳空缺口，这种走势有 利于全天的强势，上涨的路径比较平坦，给多头更多的信心。 我们再来看看板块的情况：可控核聚变概念全线爆发。消息面上，合肥紧凑型核聚变能实验装置项目工 程总装工作正式启动，较原计划提前两个月。有机构表示，可控核聚变或为人类能源终极解决方案，未 来商业化发展前景广阔，近年来国内外可控核聚变项目持续推进，商业化进程有望加速。 鸿蒙概念股表现活跃。消息面上，华为开发者大会定档6月20-22日召开，根据显示，这次大会可以深度 体验HarmonyOS最新版本的设计。此外，鸿蒙PC版也可能会在此次大会亮相。 稀土永磁概念股涨幅居前。消息面上，自宣布对7类中重稀土相关物项实施出口管制后，稀土金属价格 在数周内达到了创纪录的高位。欧洲锑价上涨两倍多，铽价累计涨幅超210%。有机构指出，稀土价格 处于周期底部位置，价格中枢有望上移，此外2025年人形机器人开始进入量产阶段，若按照远期1亿台 人形机器人销量，远期增量空间约20-40万吨。 ...

Market Overview - A-shares experienced a strong upward movement, with the Shanghai Composite Index surpassing the 3300-point mark, closing at 3309.95 points, up 0.94% [2] - The Shenzhen Component Index also rose above the 10,000-point threshold, closing at 10064.21 points, up 1.66% [2] - A total of 4836 stocks in the A-share market increased, with 117 stocks hitting the daily limit up [3] Sector Performance - The computer sector led the gains, with a rise exceeding 3%, featuring stocks like Tianyuan Dike and Dineike hitting the daily limit up [5] - Other sectors such as telecommunications, machinery equipment, and rare earth permanent magnets also showed significant increases, with stocks like Jiuling Technology rising by 25.31% [6][7] Notable Stocks - Shandong Molong saw a dramatic increase of over 50% in its Hong Kong stock market performance, attributed to its inclusion in the Hong Kong Stock Connect program [14][16] - Companies like Jingjin Electric and New Coordinates experienced their third consecutive day of hitting the daily limit up, with Jingjin Electric reporting a 50.64% increase in annual revenue to 1.305 billion yuan [10][11][12] Company Announcements - Jingjin Electric reported a net profit loss reduction of 24.36% year-on-year, with a first-quarter revenue of 404 million yuan, marking a 46.97% increase [11] - New Coordinates disclosed a share reduction plan by its executives, with some successfully completing their share sales [12] - Han Commercial Group also announced no undisclosed significant matters apart from previously reported restructuring activities [13]

Market Overview - A-shares showed overall strength in the morning, with the Shanghai Composite Index surpassing the 3300-point mark, and over 4800 stocks rising [1][4][3] - The Shanghai Composite Index closed at 3309.95 points, up 0.94%, while the Shenzhen Component Index rose 1.66% to 10064.21 points, and the ChiNext Index increased by 2% [4][5] Stock Performance - A total of 4836 stocks in the A-share market rose, with 117 stocks hitting the daily limit [5] - The computer sector led the gains, with a rise of over 3%, and several stocks, including Tianyuan Dike and Dineike, hitting the daily limit [7] - The Huawei Harmony concept stocks continued to rise, with stocks like Huiwei Intelligent and JiuLian Technology hitting the daily limit [7] Notable Stocks - Shandong Molong's stock surged over 50% in the Hong Kong market, influenced by its inclusion in the Stock Connect program [2][14] - The stock of Jinjing Electric has seen a continuous limit-up for three consecutive trading days, with a reported revenue of 1.305 billion yuan for 2024, a year-on-year increase of 50.64% [10] - New Coordinates also experienced a continuous limit-up for three days, with recent announcements regarding share reductions by board members [11] Industry Trends - The rare earth permanent magnet sector showed strong performance, with stocks like Jiuling Technology rising by 25.31% [7] - The Hong Kong market displayed mixed results, with the Hang Seng Index up 0.69% and the Hang Seng Tech Index down 0.1% [13]