消息面上，近期多个小金属品种显著上涨，其中钨涨价最为明显。中钨在线数据显示，1月9日，黑钨精 矿（≥65%）最新报价48.5万元/吨，周环比涨5.4%；仲钨酸铵（APT）报价71万元/吨，周环比涨6.0%； 钨粉价格报1130元/公斤，周环比涨6.5%，均创历史新高。 申万宏源研究认为，2026年小金属领域将迎来积极变化，储能需求高增推动碳酸锂行业反转周期提前到 来，在去全球化背景下，战略小金属如稀土、钨、锑等的价值将持续重估。全球信用格局重塑与美联储 降息周期延续，将共同支撑贵金属和小金属的景气趋势。 （文章来源：21世纪经济报道） 1月9日，A股市场震荡拉升，沪指高开高走突破4100点，全市成交额3.12万亿，时隔近4个月再度站上3 万亿大关，历史第六次突破3万亿。从板块来看，小金属概念持续走强，海亮股份、云南锗业、安泰科 技、厦门钨业、振华股份等多只个股涨停，章源钨业、锡业股份、华锡有色、驰宏锌锗、中国铀业等个 股跟涨。 ...

Core Viewpoint - Luoyang Molybdenum Co., Ltd. is a leading player in the non-ferrous metal mining industry, with significant production capabilities in cobalt, copper, tungsten, and gold, and is actively expanding its gold business to enhance revenue and profit contributions. Group 1: Company Overview - Luoyang Molybdenum is the second-largest cobalt producer globally, primarily selling cobalt products like cobalt hydroxide in international markets [2] - The company operates in the non-ferrous metal mining sector, focusing on the extraction, smelting, and deep processing of metals such as copper, molybdenum, tungsten, cobalt, niobium, and phosphorus, and is among the top five molybdenum producers and the largest tungsten producer [2] - The company has a comprehensive integrated industrial chain and is also the second-largest producer of niobium and a leading copper producer globally [2] Group 2: Financial Performance - For the first nine months of 2025, Luoyang Molybdenum achieved a revenue of 145.485 billion yuan, a year-on-year decrease of 5.99%, while net profit attributable to shareholders increased by 72.61% to 14.280 billion yuan [8] - The company has distributed a total of 21.562 billion yuan in dividends since its A-share listing, with 10.576 billion yuan distributed over the past three years [9] Group 3: Production and Growth Prospects - The company holds an 80% stake in the NPM copper-gold mine in Australia, with gold equity production of 16,000 ounces in 2022 and a guidance of 25,000 to 27,000 ounces for 2023, representing a year-on-year increase of 56% to 69% [3] - In 2025, the company successfully completed the acquisition of Ecuador's Odin Mining (Kaigehaos Gold Mine) and is advancing development work, with plans to commence production before 2029 [3] Group 4: Market Activity - On January 7, Luoyang Molybdenum's stock rose by 1.34%, with a trading volume of 5.92 billion yuan and a turnover rate of 1.54%, bringing the total market capitalization to 470.033 billion yuan [1] - The stock is ranked 38th in terms of popularity in the A-share market on Sina Finance [1]

异动分析 稀土永磁+小金属概念+央企国企改革+中字头股票+国企改革 来源：新浪证券-红岸工作室 12月29日，中国稀土跌1.19%，成交额11.69亿元，换手率2.35%，总市值493.79亿元。 区间今日近3日近5日近10日近20日主力净流入-6341.19万1.35亿4324.51万-4691.37万-7.70亿 主力持仓 1、公司主要从事稀土氧化物等产品的生产运营，以及稀土技术研发、咨询服务。 2、公司主要从事稀土氧化物、稀土金属、稀土深加工产品经营及贸易，以及稀土技术研发、咨询服 务。公司主导产品包括高纯的单一稀土氧化物及稀土共沉物产品，其中80%以上的产品纯度大于 99.99%，高纯氧化镧、高纯氧化钇等部分稀土氧化物纯度可达99.9999%以上。 5、公司属于国有企业。公司的最终控制人为国务院国有资产监督管理委员会。 3、公司最终控制人为国务院国有资产监督管理委员会 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 资金分析 4、公司为中字头股票，公司实控人为国资委或中央国有企业或中央国家机关。 今日主力净流入-6341.19万，占比0.05%，行业排名17/25，该 ...

Strong Stocks - As of December 26, the Shanghai Composite Index rose by 0.1% to 3963.68 points, the Shenzhen Component Index increased by 0.54% to 13603.89 points, and the ChiNext Index went up by 0.14% to 3243.88 points [1] - A total of 91 stocks in the A-share market hit the daily limit up, with the top three strong stocks being: Antong Holdings (600179), Hainan Development (002163), and Xiamen Guomao (600755) [1] - The detailed data for the top 10 strong stocks includes metrics such as consecutive limit up days, turnover rates, trading volumes, and net buying amounts from the Dragon and Tiger List [1] Strong Concept Sectors - The top three concept sectors based on A-share performance are Hainan Free Trade Zone, Metal Zinc, and Metal Lead, with respective increases of 4.32%, 3.61%, and 3.3% [2] - The detailed data for the top 10 concept sectors includes metrics such as percentage of limit up stocks, percentage of rising stocks, and percentage of falling stocks [2]

今日涨跌幅居前的概念板块 高压氧舱概念资金流出榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 002173 | 创新医疗 | -2.40 | 7.97 | -13214.48 | | 002430 | 杭氧股份 | 0.26 | 2.59 | -3930.64 | | 300143 | 盈康生命 | -1.66 | 0.92 | -1234.95 | | 601567 | 三星医疗 | -1.38 | 1.19 | -787.45 | | 000516 | 国际医学 | -0.45 | 0.42 | -724.36 | | 688425 | 铁建重工 | 0.77 | 0.60 | -473.53 | | 605001 | 威奥股份 | -0.66 | 1.52 | 14.64 | | 600257 | 大湖股份 | -1.62 | 2.68 | 46.88 | | 000919 | 金陵药业 | 2.93 | 4.28 | 204.60 | | 002172 | 澳洋健康 | -1.91 | ...

来源：新浪证券-红岸工作室 12月23日，洛阳钼业跌0.38%，成交额39.65亿元，换手率1.22%，总市值3968.64亿元。 异动分析 金属钴+金属铜+金属镍+小金属概念+黄金概念 1、本公司为全球第二大钴生产商，钴产品为氢氧化钴，于国际市场销售。 2、本公司属于有色金属采矿业，主要从事铜、钼、钨、钴、铌、磷等矿业的采选、冶炼、深加工等业 务，拥有较为完整的一体化产业链条，是全球前五大钼生产商及最大钨生产商、全球第二大钴、铌生产 商和全球领先的铜生产商，同时也是巴西境内第二大磷肥生产商。 3、2025年半年报，本集团全资子公司洛钼控股与NewstrideLimited 签订股权转让协议，约定以 1,125.87 美元的对价受让沃源控股有限公司 ( 沃源控股 )100% 股份，从而间接取得沃源控股持有的华越镍钴 21% 股份。 2020 年 7 月 25 日，洛钼控股通过沃源控股认购华越镍钴新增注册资本的方式将对 华越镍 钴持有的股权增持至 30% 。沃源控股向华越镍钴派驻一名董事及一名监事，因具有重大影响，故作为 联营企业核算。 4、公司主营业务为钼、钨及黄金等稀贵金属的采选、冶炼，随着公司近年来大力发 ...

3、公司最终控制人为国务院国有资产监督管理委员会 来源：新浪证券-红岸工作室 12月22日，中国稀土涨1.33%，成交额9.98亿元，换手率2.06%，总市值485.51亿元。 异动分析 稀土永磁+小金属概念+央企国企改革+中字头股票+国企改革 1、公司主要从事稀土氧化物等产品的生产运营，以及稀土技术研发、咨询服务。 2、公司主要从事稀土氧化物、稀土金属、稀土深加工产品经营及贸易，以及稀土技术研发、咨询服 务。公司主导产品包括高纯的单一稀土氧化物及稀土共沉物产品，其中80%以上的产品纯度大于 99.99%，高纯氧化镧、高纯氧化钇等部分稀土氧化物纯度可达99.9999%以上。 区间今日近3日近5日近10日近20日主力净流入2660.23万1.17亿-9015.88万-6.16亿-8.32亿 主力持仓 主力没有控盘，筹码分布非常分散，主力成交额4.70亿，占总成交额的9.7%。 技术面：筹码平均交易成本为49.82元 4、公司为中字头股票，公司实控人为国资委或中央国有企业或中央国家机关。 5、公司属于国有企业。公司的最终控制人为国务院国有资产监督管理委员会。 (免责声明：分析内容来源于互联网，不构成投资建议，请投 ...

Core Viewpoint - China's rare earth sector experienced a price increase of 2.99%, with a trading volume of 1.384 billion yuan and a turnover rate of 2.90%, leading to a total market capitalization of 47.914 billion yuan [1] Company Overview - The company primarily engages in the production and operation of rare earth oxides and provides rare earth technology research and consulting services [2][8] - The main products include high-purity single rare earth oxides and rare earth co-precipitation products, with over 80% of products having a purity greater than 99.99%, and some rare earth oxides reaching purities of 99.9999% [2] - The company is controlled by the State-owned Assets Supervision and Administration Commission of the State Council, categorizing it as a state-owned enterprise [3][4] Financial Performance - For the period from January to September 2025, the company achieved a revenue of 2.494 billion yuan, representing a year-on-year growth of 27.73%, and a net profit attributable to shareholders of 192 million yuan, marking a significant increase of 194.67% [8] - The company has distributed a total of 346 million yuan in dividends since its A-share listing, with 124 million yuan distributed over the past three years [9] Shareholder Structure - As of September 30, 2025, the top ten circulating shareholders include Hong Kong Central Clearing Limited as the fourth largest shareholder with 29.0694 million shares, an increase of 9.4669 million shares from the previous period [10] - New shareholders include the Jiashi Zhongzheng Rare Earth Industry ETF and the Southern Zhongzheng Shenwan Nonferrous Metals ETF, indicating growing institutional interest [10] Market Dynamics - The stock is categorized under the non-ferrous metals sector, specifically within the small metals and rare earths sub-sector, and is associated with concepts such as state-owned enterprise reform and rare earth permanent magnets [8]

来源：新浪证券-红岸工作室 12月16日，洛阳钼业跌2.40%，成交额37.94亿元，换手率1.22%，总市值3744.00亿元。 异动分析 金属钴+金属铜+金属镍+小金属概念+黄金概念 1、本公司为全球第二大钴生产商，钴产品为氢氧化钴，于国际市场销售。 2、本公司属于有色金属采矿业，主要从事铜、钼、钨、钴、铌、磷等矿业的采选、冶炼、深加工等业 务，拥有较为完整的一体化产业链条，是全球前五大钼生产商及最大钨生产商、全球第二大钴、铌生产 商和全球领先的铜生产商，同时也是巴西境内第二大磷肥生产商。 3、2025年半年报，本集团全资子公司洛钼控股与NewstrideLimited 签订股权转让协议，约定以 1,125.87 美元的对价受让沃源控股有限公司 ( 沃源控股 )100% 股份，从而间接取得沃源控股持有的华越镍钴 21% 股份。 2020 年 7 月 25 日，洛钼控股通过沃源控股认购华越镍钴新增注册资本的方式将对 华越镍 钴持有的股权增持至 30% 。沃源控股向华越镍钴派驻一名董事及一名监事，因具有重大影响，故作为 联营企业核算。 4、公司主营业务为钼、钨及黄金等稀贵金属的采选、冶炼，随着公司近年来大力发 ...

Group 1: Key News Highlights - The Ministry of Industry and Information Technology aims to accelerate targeted policy measures and regulate irrational competition in the power and energy storage battery industries [1] - The People's Bank of China continues to enforce a prohibitive policy on virtual currencies and combat illegal financial activities related to them [1] - The National Bureau of Statistics reported that the manufacturing PMI for November is at 49.2%, while the non-manufacturing business activity index is at 49.5% [1] - The global shortage of storage chips is worsening, with research institutions predicting a further 50% increase in storage chip prices [1] - China has become the world's largest green bond market [1] Group 2: Market Strategy - The A-share market is expected to enter a phase of policy implementation and external liquidity variables, likely showing a strong oscillating pattern in December [3][4] - The upcoming Central Economic Work Conference will clarify the macro policy tone for 2026 and the main line of the "14th Five-Year Plan," which may boost market risk appetite [4] - The market's pricing for a potential Federal Reserve rate cut in December is already well established, and any deviation from expectations could lead to short-term volatility in the A-share market [4] Group 3: Investment Strategy - Investment strategies should consider growth potential, profit certainty, and defensive attributes, focusing on sectors like AI computing power, storage, robotics, and innovative pharmaceuticals [5] - Basic chemicals and non-ferrous metals sectors are expected to benefit from price increases, providing performance certainty [5] - Defensive investment options include banking, public utilities, food, and retail sectors, which offer high dividend yields and low valuation advantages [5] Group 4: Upcoming IPOs - Upcoming IPOs include Angrui Microelectronics, focusing on RF front-end chips and other analog chips, and Muxi Co., which specializes in GPU products for AI training and general computing [10]