Investment Rating - The report maintains a rating of "Add" for the non-ferrous metals sector [5] Core Views - The report highlights a continuous increase in the prices of praseodymium and neodymium oxide, as well as electrolytic cobalt, indicating a positive trend in the metal new materials sector [1][4] - The report suggests focusing on companies with cost advantages and resource expansion potential in the lithium mining sector, as lithium prices have reached approximately 92,000 yuan per ton [4] - The report emphasizes the importance of monitoring price ratios between electrolytic cobalt and cobalt powder, as well as between electrolytic cobalt and cobalt sulfate, to gauge the relative health of the military and new energy vehicle sectors [10][11] Summary by Sections Military New Materials - The price of electrolytic cobalt is reported at 408,000 yuan per ton, with a week-on-week increase of 2.0% [1] - The price ratio of electrolytic cobalt to cobalt powder is 0.78, up by 1.5% week-on-week, while the ratio to cobalt sulfate is 4.44, up by 1.2% [11] - Carbon fiber prices remain stable at 83.8 yuan per kilogram, with a gross profit of -9.53 yuan per kilogram [1][22] New Energy Vehicle Materials - The price of praseodymium and neodymium oxide is reported at 582.72 yuan per kilogram, reflecting a week-on-week increase of 2.8% [1] - The prices of battery-grade lithium hydroxide and lithium iron phosphate are reported at 82,400 yuan per ton and 39,100 yuan per ton, respectively, with slight changes [1][39] - The report notes that the production of new energy vehicles reached 1.7718 million units in October 2025, with a year-on-year increase of 21.1% [24] Photovoltaic New Materials - The price of EVA has decreased to 9,900 yuan per ton, marking a 2.0% decline and remaining at a low level since 2013 [2] - The price of photovoltaic-grade polysilicon is stable at 6.50 USD per kilogram [2] Other Materials - The report indicates that the price of platinum has increased by 2.9%, while rhodium has decreased by 3.4% [3] - The price of high-purity gallium and indium remains stable, while silicon carbide has seen a significant drop of 6.9% [3]

具体来看，今日上榜的营业部中，共有1家机构专用席位现身，即卖三，买入金额1894.53万元，卖出金 额5513.18万元，合计净卖出3618.65万元，深股通为第一大卖出营业部，买入金额为3892.46万元，卖出 金额为1.17亿元，合计净卖出7795.23万元。 西部材料今日涨停，全天换手率35.35%，成交额44.46亿元，振幅5.80%。龙虎榜数据显示，机构净卖出 3618.65万元，深股通净卖出7795.23万元，营业部席位合计净买入1.80亿元。 深交所公开信息显示，当日该股因日涨幅偏离值达9.74%上榜，机构专用席位净卖出3618.65万元，深股 通净卖出7795.23万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交8.36亿元，其中，买入成交额为4.51亿 元，卖出成交额为3.85亿元，合计净买入6569.05万元。 资金流向方面，今日该股主力资金净流入3.06亿元，其中，特大单净流入3.59亿元，大单资金净流出 5335.90万元。近5日主力资金净流入6.72亿元。 融资融券数据显示，该股最新（12月9日）两融余额为7.63亿元，其中，融资余额为7.61亿元，融券余额 为187 ...

Core Viewpoint - Huaguang New Materials (688379.SH) has been deeply engaged in the brazing materials sector for thirty years and is actively developing innovative materials and efficient welding solutions, including smart laser brazing and smart laser cladding, which have started to generate revenue, albeit at a small initial scale [1] Group 1 - The company has a long-standing focus on the brazing materials field, with thirty years of experience [1] - The company is expanding its technological capabilities by developing smart laser brazing and smart laser cladding solutions [1] - Revenue from these new business segments has begun to materialize, although it currently represents a small proportion of total income [1] Group 2 - The company is also researching adhesive technologies for applications in aircraft engines [1] - Revenue from the adhesive technology segment has not yet been realized [1]

（文章来源：每日经济新闻） 每经AI快讯，12月10日，纳米银板块上涨1.12%。其中，西部材料上涨10.01%，扬子新材上涨0.53%， 英唐智控上涨0.29%。 ...

Core Viewpoint - The company, Xiamen Tungsten New Energy, stated that it will self-produce a portion of cobalt tetroxide based on production needs while also sourcing some externally [1] Group 1 - The company will self-produce part of the cobalt tetroxide [1] - The company will also procure some cobalt tetroxide from external sources [1]

从资金流向上来看，当日金属新材料板块主力资金净流出5.99亿元，游资资金净流入1417.52万元，散户 资金净流入5.84亿元。金属新材料板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 证券之星消息，12月9日金属新材料板块较上一交易日下跌1.67%，合金投资领跌。当日上证指数报收 于3909.52，下跌0.37%。深证成指报收于13277.36，下跌0.39%。金属新材料板块个股涨跌见下表： ...

数据宝统计，截至10:08，西部材料成交额21.68亿元，创上市以来新高。最新股价上涨8.73%，换手率 18.05%。上一交易日该股全天成交额为1.84亿元。（数据宝） （文章来源：证券时报网） ...

Core Insights - Yulin's development towards the sea exemplifies Guangxi's commitment to integrated land-sea development, with significant infrastructure investments enhancing its port capabilities [1][2] Group 1: Port Development - Yulin has partnered with Beihai City and Beibu Gulf Port Group to construct the Yulin Port, featuring two 100,000-ton berths and three 5,000-ton general berths, with an annual throughput capacity of 7.45 million tons [1] - Since its opening, the port's cargo throughput has increased by 81.56% year-on-year from January to October [1] Group 2: Economic Impact - The establishment of the port has attracted major enterprises like Silver Billion Group and Liugang Group, fostering the development of three industrial clusters in new energy materials, stainless steel materials, and copper-based materials [1] - The Yulin Longtan Port Industrial Park reported a production value of 36.268 billion yuan, reflecting a year-on-year growth of 59.11% from January to October [1] Group 3: Regional Development Strategy - Guangxi's strategy emphasizes a coordinated approach to coastal and inland development, integrating seven key cities to form the China-ASEAN Industrial Cooperation Zone [2] - The marine economy is becoming a significant driver of high-quality economic growth in Guangxi, with 241 industrial projects established, including 27 projects valued at over 10 billion yuan [2] Group 4: Infrastructure and Policy Support - The National Development and Reform Commission's 2019 plan for the Western Land-Sea New Corridor has accelerated the development of the Beibu Gulf Port, with cargo throughput projected to reach 450 million tons by 2024 [3] - Guangxi has initiated over 300 technology projects in the marine economy, with funding of approximately 440 million yuan, enhancing the sector's innovation capacity [3] Group 5: Regulatory Framework - Guangxi has pioneered a model for the joint transfer of sea area usage rights and sea sand mining rights, streamlining the approval process for marine projects [3] - Since the start of the 14th Five-Year Plan, 578 marine project approvals have been granted, covering an area of approximately 458,000 acres, with total investments of about 284.53 billion yuan [3][4]

近日该股表现 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.12.08 | 9.99 | 1.67 | 9948.23 | | 2025.12.05 | 10.03 | 15.32 | 35295.67 | | 2025.12.04 | -1.84 | 8.54 | -5570.65 | | 2025.12.03 | 2.43 | 15.02 | -3825.47 | | 2025.12.02 | 2.09 | 13.13 | 8847.29 | | 2025.12.01 | 3.06 | 10.80 | 956.30 | | 2025.11.28 | 6.53 | 6.74 | 12060.41 | | 2025.11.27 | -0.60 | 1.00 | -398.36 | | 2025.11.26 | 1.15 | 2.00 | 3014.69 | | 2025.11.25 | -0.24 | 1.31 | -1350.43 | （文章来源：证券时报网） 西部材料盘中涨停，已连收3个涨停板，截至9:2 ...

| 成交量 （万股） | 成交金额 （万元） | 成交价格 （元） | 相对当日收盘折 溢价（%） | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | 10.00 | 251.60 | 25.16 | -9.82 | 广发证券股份有限公司南京 | 东兴证券股份有限公 | | | | | | 水佑岗证券营业部 | 司南昌分公司 | | 10.00 | 251.60 | 25.16 | -9.82 | 机构专用 | 东兴证券股份有限公 | | | | | | | 司南昌分公司 | 悦安新材12月8日大宗交易平台共发生2笔成交，合计成交量20.00万股，成交金额503.20万元。成交价格 均为25.16元，相对今日收盘价折价9.82%。从参与大宗交易营业部来看，机构专用席位共出现在1笔成 交的买方或卖方营业部中，合计成交金额为251.60万元，净买入251.60万元。 进一步统计，近3个月内该股累计发生4笔大宗交易，合计成交金额为1034.60万元。 证券时报·数据宝统计显示，悦安新材今日收盘价为27.90元，上涨2.01%，日换手率为1.01%，成交 ...