中证网讯 8月27日，稀土概念行情卷土重来。截至11:30，有色金属ETF基金（516650）涨1.38%，其持 仓股北方稀土涨超7%，厦门钨业、紫金矿业等股纷纷走强。黄金股ETF（159562）涨0.45%，其持仓股 登云股份、中国黄金国际、紫金矿业等股纷纷走强。黄金ETF华夏（518850）涨0.09%。 有基金人士分析称，7月以来，在反内卷、美联储降息等背景下，有色金属、黄金板块行情频频异动。 黄金股的业绩弹性以及长期增长确定性均有望推动其估值修复。（张韵） 消息面上，紫金矿业2025年中报发布，主要经济指标再创新高，公司实现营业收入1677.11亿元，同比 增长11.50%；利润总额345亿元，同比增长近60%；归母净利润233亿元，同比增长54%，创历史新高。 ...

国信证券(香港)·资讯日报 资讯日报：港股三大指数强势收涨 股票市场概览 港股市场表现 美股市场表现 2025 年 8 月 26 日 资讯日报 海外市场主要股市上日表现 | 指数 | 收盘价 | 单日 涨跌（%） | 周涨跌 （%） | 年初至今 涨跌（%） | | --- | --- | --- | --- | --- | | 恒生科技 5825.09 | | 3.14 | 3.14 | 29.43 | | 恒生指数 25829.91 | | 1.94 | 1.94 | 28.88 | | 上证指数 3883.56 | | 1.51 | 1.51 | 13.98 | | 日经225 42807.82 | | 0.41 | 0.41 | 7.30 | | 富时新加坡海峡指数 4256.49 | | 0.08 | 0.08 | 12.14 | | 纳斯达克指数 21449.29 | | (0.22) | (0.22) | 10.07 | | 德国DAX 24273.12 | | (0.37) | (0.37) | 21.92 | | 标普500 6439.32 | | (0.43) | (0.43) | 9.0 ...

我们不是资讯的搬运工 而是有态度的发现者 万和财富早班车 2025年8月26日 2. 中国人民银行等三部门联合印发《关于金融支持林业高质量 发展的通知》 3. 中共中央办公厅,国务院办公厅发布关于推进绿色低碳转型 加强全国碳市场建设的意见 二、行业最新动态 1 部分企业的人形机器人核心零部件已有小规模量产,相关个 股： 禾川科技(688320)、绿的谐波(688017)等 2. "反内卷"持续推进,光伏组件厂商现业绩改善信号,相关个股: 爱旭股份(600732)、弘元绿能(603185)等 3. 我国卫星互联网牌照发放倒计时,卫星互联网商业运营迈出 第一步，相关个股： 华力创通(300045)、中国卫星(600118)等 ● 国内金融市场 ● 股指期货 · | 品种 | 收盘 | 涨跌幅 | 品种 | 收盘 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 上证指数 | 3883.56 | 1.51% | 上证当月连续 | 2992.0 | 2.14% | | 深证成指 | 12441.07 | 2.26% | 沪深当月连续 | 4474.6 | 2.29% | ...

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Group 1 - The rare earth industry is experiencing positive mid-year performance due to policy support and growing demand, with the Wande Rare Earth Concept Index rising by 19.41% since August 18 [1] - Analysts believe the rare earth sector will benefit from increasing demand in applications such as electric vehicles and robotics, highlighting the scarcity of resources and potential price increases [1] - The Central Committee and State Council's recent opinions support the development of a national carbon market, aiming for comprehensive coverage of major industrial sectors by 2027 and a robust carbon pricing mechanism by 2030 [1] Group 2 - During the 14th Five-Year Plan period, China's customs will manage an average of 5.2 billion tons of imports and exports annually, with a total value of 41.5 trillion yuan, making it the largest globally [2] - The customs authority, in collaboration with over 20 ministries, has launched annual cross-border trade facilitation initiatives, expanding participation to 25 cities across 17 provinces [2] Group 3 - Over 1600 listed companies reported their mid-year results, with insurance funds entering the top ten shareholders of over 120 companies, particularly favoring sectors like chemicals, machinery, and electrical equipment [3] - The onshore RMB strengthened against the USD, closing at 7.1517, a rise of 288 basis points, influenced by a decline in the dollar index and improved market sentiment [3] Group 4 - The bond market is under pressure, with rising yields leading to capital losses, and traditional investment logic failing, prompting a shift towards a risk preference-driven pricing state [4] - Analysts suggest that the most pessimistic phase for the bond market may be over, indicating potential trading and allocation opportunities [4] Group 5 - Agricultural Bank of China announced a tender for AI quality inspection capabilities, reflecting the banking sector's active engagement in AI development [5] - The white liquor market faces challenges due to a lack of unified standards for vintage liquor, leading to issues of trust and quality [6] Group 6 - The implementation of personal consumption loan interest subsidies is set for September 1, with banks preparing to assist customers despite pending policy details [7] - Public fund institutions have been actively purchasing their own products, with equity funds making up a significant portion of these purchases [7] - The total scale of equity ETFs in China reached a historical high of 4.117 trillion yuan, marking a 24.05% increase since the beginning of the year [7]

在政策推动和需求增长共振下，稀土产业链多数公司中报业绩向好，受到市场关注。Wind数据显示，8 月18日以来，万得稀土概念指数大涨19.41%。分析人士认为，稀土行业长期受益于新能源汽车、机器 人等应用场景需求增长，资源稀缺性进一步凸显，价格中枢有望上移，板块投资价值值得重视。（中证 报） ...

● 刘英杰 谭丁豪 在政策推动和需求增长共振下，稀土产业链多数公司中报业绩向好，受到市场关注。Wind数据显示，8 月18日以来，万得稀土概念指数大涨19.41%。 分析人士认为，稀土行业长期受益于新能源汽车、机器人等应用场景需求增长，资源稀缺性进一步凸 显，价格中枢有望上移，板块投资价值值得重视。 政策持续推动 Wind数据显示，8月25日，万得稀土概念指数大涨6.67%。指数成分股中，包钢股份涨停，北方稀土大 涨9.89%，华宏科技、中国稀土等跟涨。 消息面上，工业和信息化部、国家发展改革委、自然资源部日前联合公布《稀土开采和稀土冶炼分离总 量调控管理暂行办法》。 《办法》明确，国家对稀土开采（含稀土矿产品等）和对通过开采、进口以及加工其他矿物所得的各类 稀土矿产品（含独居石精矿）的冶炼分离实行总量调控管理。稀土生产企业应当严格遵守法律、行政法 规和国家有关规定，在总量控制指标范围内从事稀土开采和稀土冶炼分离。 总量控制指标执行方面，《办法》要求稀土生产企业对本企业的总量控制指标执行情况负责。稀土生产 企业应当及时向住所地的县级人民政府工业和信息化、自然资源主管部门报送月度、年度总量控制指标 执行情况。稀 ...

8月25日，A股三大指数继续猛攻。 中原证券指出，头部云厂商2025年资本开支展望乐观，海外算力高速发展。AI发展推动大型数据中心的建设，拉动光器件产品需求持续且稳定增长。光模 块的可靠性要求提高、迭代周期缩短，带来行业技术门槛显著提升，光模块头部厂商产品的优势将进一步凸显。 部分地产、消费、军工股表现不俗，博纳影业（001330.SZ）涨10%，中国卫星（600118.SH）涨10%，万科A（000002.SZ）涨超9%，华策影视 （300133.SZ）、三只松鼠（300783.SZ）上涨。 山西证券表示，2025年是承上启下的一年，过去半年中延迟订单逐步释放，需求边际好转。军工板块业绩将在2025年下半年筑底回升，重新步入上行周期。 跌幅榜上，部分美容护理概念走弱，丸美生物（603983.SH）跌超6%，部分高位人气股如同洲电子（002052.SZ）下挫。 消息面上，8月以来稀土主要品种价格走高。光大证券分析，稀土涨价的主要原因在于供给端的持续收紧，同时需求端结构性爆发，产品供不应求推动价格 走高。随着稀土出口量的大涨，稀土企业有望赚取超额利润。 白酒板块走势强劲，舍得酒业（600702.SH）涨10%， ...

2025.08. 22 本文字数：498，阅读时长大约1分钟 作者 | 一财资讯 09:39 创业板指涨幅扩大至1% 创业板指涨幅扩大至1%，沪指涨0.24%，深证成指涨0.49%。 09:38 科创50大涨3% 创近三年半新高 科创50大涨3%创近三年半新高，芯片产业链集体走强，海光信息涨超10%创历史新高，寒武纪涨近 10%。 09:33 碳酸锂期货主力合约跳水，一度跌超4%。 | | 分时 多日 1分 5分 15分 30分 60分 日 周 月 更多 | F9 大单气泡 叠加 九转 画线 工具 ＠ > | | 碳酸锂2511 | | | LC2511 立即 | | --- | --- | --- | --- | --- | --- | --- | --- | | 86100 | LC2511[破酸锂2511] 09:33 价 79860 涨跌 -2740(-3.32%) 均价 80906 成交量 3028 持仓 39.91万 增仓 +266 | 2025/08/22 | 물 | 79840 | | -2760 -3.34% 交易 | | | | | | | GFEX CNY 9:33:40 | | | 1 ...

Core Viewpoint - The rare earth industry is experiencing significant growth, with the China Rare Earth Industry Index rising by 5.09% and key stocks showing substantial gains, indicating a bullish market trend for rare earth resources [1][4]. Group 1: Market Performance - The China Rare Earth Industry Index increased by 5.09%, with stocks like Placo New Materials rising by 16.42% and Benlang New Materials by 11.11% [1]. - The rare earth ETF, Jiashi (516150), saw an increase of 4.41% [1]. - The Jiashi rare earth ETF recorded a turnover rate of 7.09% and a transaction volume of 354 million yuan, ranking first among comparable funds in terms of average daily transaction volume over the past month [3]. Group 2: Fund Growth and Performance - The Jiashi rare earth ETF experienced a significant growth of 34.78 million yuan in scale over the past week, leading among comparable funds [3]. - The ETF's shares increased by 206 million over the past two weeks, also ranking first among comparable funds [3]. - Over the past year, the Jiashi rare earth ETF's net value rose by 84.91%, placing it in the top 3.55% of index equity funds [3]. Group 3: Price Trends and Supply Dynamics - Rare earth prices are on the rise, particularly for light rare earths, with prices for praseodymium-neodymium oxide and praseodymium-neodymium metal increasing by 7.01% and 6.03%, respectively [4]. - The current supply of praseodymium-neodymium is tight, leading to expectations of continued price increases [4]. - Institutions suggest focusing on upstream rare earth resource companies due to improved supply-demand dynamics and potential benefits from relaxed export controls [5]. Group 4: Key Stocks and Weightings - The top ten weighted stocks in the China Rare Earth Industry Index account for 59.32%, with North Rare Earth holding a weight of 13.22% and a price increase of 10% [3][7]. - Other notable stocks include China Rare Earth (7.30% increase) and Baotou Steel (6.37% increase) [7].