从基金十大重仓股角度 数据显示，华商基金旗下1只基金重仓中钨高新。华商新兴活力混合（001933）四季度持有股数16万 股，占基金净值比例为3.88%，位居第九大重仓股。根据测算，今日浮盈赚取约41.28万元。 2月11日，中钨高新涨5.42%，截至发稿，报50.19元/股，成交9.28亿元，换手率1.30%，总市值1143.63 亿元。 截至发稿，高兵累计任职时间10年313天，现任基金资产总规模5.58亿元，任职期间最佳基金回报 159.58%， 任职期间最差基金回报-58.78%。 资料显示，中钨高新材料股份有限公司位于湖南省株洲市荷塘区钻石路288号钻石大厦10-12楼，成立日 期1993年3月18日，上市日期1996年12月5日，公司主营业务涉及硬质合金和钨、钼、钽、铌等稀有金属 及其深加工产品的研制、开发、生产、销售及贸易业务。主营业务收入构成为：精矿及粉末产品 34.74%，其他硬质合金23.13%，切削刀具及工具21.68%，难熔金属16.23%，贸易及装备等4.22%。 华商新兴活力混合（001933）成立日期2016年2月25日，最新规模1.14亿。今年以来收益9.33%，同类排 名180 ...

Core Viewpoint - The performance of Jintian Co., Ltd. in January 2026 demonstrates significant growth in molybdenum production, setting a strong foundation for the company's development in the "14th Five-Year Plan" period [1][2]. Group 1: Production and Sales Performance - In January 2026, Jintian Co., Ltd.'s subsidiary, Jintian Guangming, reported a 79.31% year-on-year increase in total molybdenum metal production, with fine molybdenum wire production surging by 86.92% [1][2]. - The sales of fine molybdenum wire increased by 61.41% year-on-year, while sales of coarse molybdenum wire skyrocketed by 139.28% [2]. - The company achieved a total revenue of approximately 14.056 billion yuan in 2025, marking a 3.57% increase year-on-year, and a net profit of about 3.188 billion yuan, up 6.89% year-on-year [1]. Group 2: Strategic Acquisitions - Jintian Co., Ltd. signed an agreement to acquire a 24% stake in Anhui Jinsha Molybdenum Industry from Zijin Mining for 1.731 billion yuan, increasing its ownership from 10% to 34% [2][3]. - The acquisition includes the core asset of the Shapinggou Molybdenum Mine, which is a large-scale molybdenum resource, enhancing the company's control over strategic resources [3]. Group 3: Innovation and Development - The company emphasizes technological innovation as a core driver for high-quality development, achieving breakthroughs in high-end products such as molybdenum-zirconium electrodes and thin-walled molybdenum alloy pipes [4]. - Jintian Co., Ltd. aims to enhance its core competitiveness through a "quality, efficiency, and volume" growth plan, focusing on maximizing efficiency and value across all production and marketing processes [5].

证券日报网2月10日讯，厦门钨业（600549）在接受调研者提问时表示，2025年，公司紧抓国家换机补 贴政策机遇，并顺应3C消费设备AI化带来的电池电量升级趋势，钴酸锂市场份额持续提升，全年实现 钴酸锂销量6.53万吨，同比增长41.31%，动力领域，公司持续巩固在高电压、高功率三元材料方面的技 术实力，同时依托水热法磷酸铁锂的差异化优势，积极拓展市场，实现动力电池正极材料(包括三元材 料、磷酸铁锂及其他)销量7.74万吨，同比增长47.83%。 ...

证券日报网讯 2月10日，东方钽业在互动平台回答投资者提问时表示，东方钽业已于2023年12月份通 过"国家高新技术企业"复审，子公司东方超导于2024年11月荣获"国家高新技术企业"称号；子公司东方 智造于2025年10月荣获"国家高新技术企业"称号。相关财务数据请关注公司届时披露的2025年度报告。 （文章来源：证券日报） ...

Core Viewpoint - The rare earth permanent magnet sector is experiencing a rebound, with significant price increases in rare earth products, particularly praseodymium and neodymium oxides, driven by tight supply and increased demand for inventory replenishment [1] Price Trends - On February 9, praseodymium and neodymium oxide prices surged by 7.59% and 6.27% respectively, with a year-to-date increase of 34% for praseodymium and neodymium oxide [1] - Over the past two weeks, praseodymium and neodymium oxide prices rose by 12.64% to 757,500 yuan per ton, while dysprosium and terbium prices decreased by 1.41% to 1,400,000 yuan per ton and 2.37% to 6,175,000 yuan per ton respectively [1] Supply and Demand Dynamics - The supply side is characterized by tight policies and supply constraints, leading to a continuous shortage of praseodymium and neodymium oxide in the spot market, with upstream suppliers reluctant to sell at low prices [1] - On the demand side, downstream magnetic material companies have shifted from just-in-time purchasing to stockpiling, indicating a change in procurement strategy [1] Company Insights - Baotou Steel and Northern Rare Earth reported a quarter-on-quarter increase of 2.4% in rare earth concentrate transaction prices, supporting the upward movement of rare earth price levels [1] - Companies to watch include Guangxi Chicheng, China Rare Earth, Northern Rare Earth, Jinli Permanent Magnet, Ningbo Yunsheng, and Zhenghai Magnetic Materials [1]

Group 1 - The core viewpoint of the articles highlights a significant upward trend in rare earth permanent magnet stocks, driven by rising prices and supply constraints, indicating a potential "super commodity cycle" for rare earths [1][2] - As of February 10, 2026, the China Rare Earth Industry Index increased by 0.77%, with notable gains in stocks such as Shenghe Resources (up 4.13%) and Huahong Technology (up 3.17%) [1] - Prices for rare earth products, particularly praseodymium and neodymium oxides, have surged, with a 34% increase in praseodymium oxide prices since the beginning of the year, attributed to tight supply and production cuts [1] Group 2 - The top ten weighted stocks in the China Rare Earth Industry Index account for 61.43% of the index, including major players like Northern Rare Earth and Xiamen Tungsten [2] - Investors can utilize the Jiashi Rare Earth ETF (516150) for convenient exposure to the domestic rare earth industry chain [2] - There is an opportunity for off-market investors to engage with the Jiashi Rare Earth ETF linked fund (011036) to capitalize on rare earth investment prospects [3]

Core Viewpoint - Xiamen Tungsten Co., Ltd. has a complete industrial chain in tungsten and molybdenum products, showcasing significant competitive advantages in various sectors including smelting, wire materials, powder, and hard alloy deep processing [1] Group 1: Tungsten and Molybdenum Business - The company produces high-end tungsten wire for photovoltaic applications, which is a result of independent research and development, holding multiple national invention patents and utility model patents [1] - Hard alloy products are characterized by high quality and high unit price, with production and sales scale ranking among the top in China [1] - Cutting tool products are positioned in the mid-to-high end market, supported by strong research and development capabilities [1] Group 2: Rare Earth Business - The company possesses a complete rare earth industrial chain, covering fine chemical products, luminescent materials, rare earth metals, high-performance magnetic materials, and optoelectronic crystals [1] Group 3: Battery Materials Business - The company has strong technological advantages, business scale advantages, and market/customer advantages in the battery materials sector, adhering to a development path focused on product high-endization, management refinement, and international operations [1]

证券日报网讯 2月9日，厦门钨业在互动平台回答投资者提问时表示，公司货币资金情况请关注公司定 期报告。 （文章来源：证券日报） ...

证券日报网讯2月9日，厦门钨业（600549）在互动平台回答投资者提问时表示，公司根据《财务管理制 度》实行"统一管理、分级核算"的财务管理模式，集团财务管理中心对各级权属企业实行财务垂直管 理，对各级权属企业财务负责人、财务核算与监督进行统一管理，确保财务运作规范。同时，公司一直 重视财务信息化和财务业务一体化工作，依托集团统一的ERP系统基础平台，建立财务信息管理系统。 ...

证券日报网讯2月9日，厦门钨业（600549）在互动平台回答投资者提问时表示，公司部分产品可以间接 应用于芯片制造领域，目前销售收入占比很小。 ...