稀土行业政策调整
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有色板块冲高,中国稀土涨停,有色金属ETF(512400)上涨2.43%,近5日获资金净流入近10亿元
Sou Hu Cai Jing· 2025-08-29 02:36
Group 1 - The core viewpoint of the articles highlights the strong performance of the non-ferrous metal ETF (512400), which has seen significant inflows and an increase in both scale and share count, indicating growing investor interest in the sector [1][2][3] - The non-ferrous metal ETF (512400) has reached a new high in scale at 8.543 billion yuan and a new high in share count at 5.937 billion shares, reflecting a robust market sentiment [1] - The recent joint announcement of the "Interim Measures for Total Quantity Control Management of Rare Earth Mining and Separation" by three departments is expected to enhance the concentration of the rare earth industry and strengthen the government's control over supply and pricing [2] Group 2 - Zijin Mining has reported record-high performance indicators for the first half of the year, achieving operating revenue of 167.711 billion yuan, a year-on-year increase of 11.5%, and a net profit attributable to shareholders of 23.292 billion yuan, a significant year-on-year growth of 54.41% [1] - The gross profit margin for the company's mineral products has improved by 3 percentage points to 60.23%, indicating a notable enhancement in profitability [1] - The new management measures for rare earths include stricter controls on imported ores and the establishment of a penalty system for overproduction, which will have a substantial impact on domestic supply constraints [2]