Core Viewpoint - Dongfang Tantalum Industry has received a positive review from the Shenzhen Stock Exchange regarding its application for a specific stock issuance, indicating compliance with issuance and listing conditions, as well as information disclosure requirements [1] Group 1 - The company received the review opinion letter from the Shenzhen Stock Exchange on January 7, 2026 [1] - The stock issuance to specific targets is subject to approval from the China Securities Regulatory Commission before implementation [1]

Core Viewpoint - Rare metals are entering a new prosperity cycle driven by global supply chain restructuring and the rapid development of emerging industries, serving as strategic resources for energy transition, high-end manufacturing, and national security [1] Group 1: Market Outlook - Despite recent market volatility, the manager of Huafu Rare Metals ETF remains optimistic about the long-term positive trend for rare metals, believing that short-term fluctuations do not alter this outlook [1] - Rare metals are considered the "blood of the new economy," playing a critical role in high-tech industries despite their relatively small usage, with ongoing value reassessment [1] Group 2: Demand Drivers - Downstream demand remains robust, particularly in sectors such as new energy vehicles, humanoid robots, low-altitude economy, wind power, and industrial motors, leading to strong demand for rare earth magnetic materials [1] - The demand for lithium carbonate in energy storage is growing significantly, with leading companies maintaining full production and overall supply expected to be tight in the first half of the year [1] Group 3: Price Trends and Performance - Benefiting from the gradual price increases of specific rare metal varieties, the overall performance forecast for companies in the CSI Rare Metals Theme Index for Q4 2025 is positive, indicating solid fundamental support [1] - The top ten constituents of the CSI Rare Metals Theme Index include leading companies such as Luoyang Molybdenum (603993), Northern Rare Earth (600111), Tianqi Lithium (002466), and Huayou Cobalt (603799), collectively accounting for approximately 60% of the index weight [2] Group 4: Investment Tools - The Huafu Rare Metals ETF, one of the first products tracking this index in the market, provides investors with a convenient tool to gain exposure to the core strategic metal supply chain, including lithium, rare earths, and cobalt [2]

Group 1 - The small metal sector showed a rebound on February 6, 2026, with the China Rare Metals Theme Index rising by 1.24%, driven by significant gains in stocks such as Zhangyuan Tungsten Industry (+8.03%) and Shengxin Lithium Energy (+6.13%) [1] - Tungsten powder prices reached a recent high of 1.545 million yuan per ton on February 4, 2026, with a daily increase of 25,000 yuan per ton, attributed to supply constraints and strong demand from photovoltaic and electric vehicle sectors [1] - The strategic competition among major countries is reshaping the supply-demand dynamics of key minerals, with a focus on securing supply chains for critical metals like tungsten, zirconium, and uranium, which are expected to see a systematic increase in their "safety premium" [1] Group 2 - As of January 30, 2026, the top ten weighted stocks in the China Rare Metals Theme Index accounted for 59.71% of the index, including companies like Luoyang Molybdenum, Northern Rare Earth, and Ganfeng Lithium [2] - The Rare Metals ETF (562800) tracks the China Rare Metals Theme Index, providing a convenient investment tool for exposure to the rare metals sector [2] - Investors can also consider the Rare Metals ETF linked fund (014111) to explore investment opportunities in the rare metals sector [3]

Core Viewpoint - The rare metals sector shows positive momentum, with significant inflows into ETFs and optimistic forecasts for future demand driven by high-tech industries and geopolitical factors [1][2]. Group 1: Market Performance - As of February 6, 2026, the CSI Rare Metals Theme Index (930632) increased by 0.67%, with notable gains from stocks such as Zhangyuan Tungsten Industry (+7.10%) and Northern Rare Earth (+4.07%) [1]. - The Rare Metals ETF (561800) also saw a rise of 0.56% [1]. - The top ten weighted stocks in the CSI Rare Metals Theme Index account for 59.71% of the index, with companies like Luoyang Molybdenum and Northern Rare Earth leading the list [1]. Group 2: Fund Inflows - As of February 5, 2026, the Rare Metals ETF experienced a net inflow of 4.832 million yuan, with a total of 21.017 million yuan net inflow over the past ten trading days [1]. - Six out of the last ten trading days recorded net inflows, indicating strong investor interest [1]. Group 3: Future Outlook - The fund manager of the Huafu Rare Metals ETF remains optimistic about the sector, citing three main reasons: 1. Rare metals are crucial for high-tech industries and are increasingly controlled by nations amid rising geopolitical tensions [1]. 2. The downstream demand for rare metals remains robust, particularly in sectors like new energy vehicles and wind power [1]. 3. Recent price increases across various rare metal segments and positive earnings forecasts from key companies support a strong fundamental outlook [1]. Group 4: Investment Tool - The Rare Metals ETF (561800) tracks the CS Rare Metals Index, which has a high lithium content of 30%-40%, making it an excellent investment tool for market participants looking to gain exposure to the rare metals industry [2].

为深入贯彻落实国家、自治区及包头市关于构建优质企业梯度培育体系的战略部署，系统推动公司优质企业及单项冠军企业培育工作， 全面宣贯政策标准，近日，北方稀土举办优质企业梯度培育启动大会暨政策解读培训。北方稀土部分领导班子成员、相关部门负责人， 控股子公司分管领导及负责优质企业培育工作专(兼)职人员以线上线下相结合形式参加。 培训中，北方稀土集团管理部相关负责人解读《北方稀土优质中小企业梯度培育管理暂行办法》主要内容，随后，由内蒙古文腾信息技 术服务有限公司相关人员，围绕优质中小企业培育及制造业单项冠军企业政策开展专题解读，重点讲解政策标准、申报条件及要点、申 报核心指标、材料编制技巧等内容，并设置现场答疑环节。本次培训内容丰富、针对性强，进一步提升相关业务人员对优质中小企业及 制造业单项冠军企业申报要求的理解与把握，为后续申报工作奠定坚实基础。 会议要求，要精准锚定培育对象，筑牢培育根基，对照优质中小企业及省级、国家级制造业单项冠军的申报标准，全面开展自查对标， 明确责任人与改进计划；要强化全链条支持，相关部门要牵头梳理国家、省市及公司内部的扶持政策，精准推送给培育企业，并在资 金、技术、人才、市场渠道等方面对培 ...

0:00 贪婪与恐惧的激烈交锋，上市公司、个人投资者不同的多空抉择，共同构成了近期贵金属市场剧烈波动 下的资本图景。 而奥克股份在此之前的上涨行情中，已通过期货交易所出售了4987千克白银。根据业绩预告，出售的上 述白银资产与部分业绩补偿款，为公司贡献了约5200万元的收益。 另一边的权益市场，更为精彩。不仅有兴业银锡董秘敢于在第三个跌停板逆市增持200万的案例，更有 融资资金趁着金价回落的机会，两天狂买18亿元湖南黄金…… 金、银价格剧烈波动，有的企业选择高位出手，落袋为安，也有人敢于跌停抄底，甚至是加杠杆入局。 A股的奥克股份、港股英皇娱乐酒店，近期便分别将其库存原料白银、用于装饰的金砖对外出售，后者 更因此有望获得9020万港元的投资收益。 ...

2月5日，中钨高新跌5.01%，截至发稿，报44.53元/股，成交21.28亿元，换手率3.21%，总市值1014.66 亿元。 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%。 从基金十大重仓股角度 数据显示，万家基金旗下1只基金重仓中钨高新。万家高端装备量化选股混合发起式A（020560）四季 度持有股数2.31万股，占基金净值比例为2.18%，位居第十大重仓股。根据测算，今日浮亏损失约5.43 万元。 万家高端装备量化选股混合发起式A（020560）成立日期2024年1月19日，最新规模1028.08万。今年以 来收益11.15%，同类排名952/8873；近一年收益49.58%，同类排名1955/8119；成立以来收益85.25%。 万家高端装备量化 ...

Group 1 - The rare metal ETF (561800) has seen a recent decline, with the China Rare Metals Theme Index (930632) dropping by 4.20% as of February 5, 2026, while the ETF has experienced a 13.04% increase over the past month [1] - The top ten weighted stocks in the China Rare Metals Theme Index account for 59.71% of the index, with companies like Luoyang Molybdenum, Northern Rare Earth, and Ganfeng Lithium among the leaders [1] - The rare metal ETF has recorded a net inflow of 111.43 million yuan as of February 4, 2026, with a total of 16.18 million yuan attracted over the last ten trading days [1] Group 2 - Lithium concentrate prices have reached multi-year highs, with Pilbara Minerals reporting an average price of $1,161 per ton for Q4 2025, reflecting a 56% quarter-over-quarter increase and a 66% year-over-year increase [2] - The demand for lithium is improving due to a recovery in market conditions, reduced expectations for idle capacity, and increased purchasing willingness from downstream customers [2] - The CS Rare Metal Index tracked by the rare metal ETF primarily allocates to lithium carbonate, minor metals, and rare earths, with lithium carbonate comprising 30%-40% of the index, making it a key investment tool for market participants [2]

国投瑞银景气驱动混合A（017749）基金经理为汤龑。 截至发稿，汤龑累计任职时间2年330天，现任基金资产总规模22.32亿元，任职期间最佳基金回报 87.56%， 任职期间最差基金回报84.33%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 2月5日，东方钽业跌5.06%，截至发稿，报42.63元/股，成交5.23亿元，换手率2.36%，总市值215.22亿 元。 资料显示，宁夏东方钽业股份有限公司位于宁夏回族自治区石嘴山市大武口区冶金路，成立日期1999年 4月30日，上市日期2000年1月20日，公司主营业务涉及钽铌铍金属及合金制品的研发、生产和销售。主 营业务收入构成为：钽铌及其合金制品98.36%，钛及钛合金制品1.30%，其他(补充)0.34%，其他 0.01%。 从基金十大重仓股角度 数据显示，国投瑞银基金旗下1只基金重仓东方钽业。国投瑞银景气驱动混合A（017749）四季度减持 47.77 ...

最近，绍伊古女儿收到克宫委任状，35岁的克谢尼娅·绍伊古被普京政府任命为"门捷列夫谷"创新科技 中心发展基金会的首席执行官，负责推进安加拉-叶尼塞地区的稀有金属产业集群建设。这一任命不仅 是个人职业生涯的重要一步，更是俄罗斯在应对国际制裁和重构战略供应链过程中不可或缺的一环。 安加拉-叶尼塞项目的成功，不仅关系到俄罗斯的产业布局，更与全球稀土市场的未来息相关。若能成 功建立自主完整的产业链，俄罗斯将打破当前由西方主导的高端稀土加工市场，甚至可能改变现有的军 工产品供应链逻辑。然而，这一切并非易事。 我们得了解一下俄罗斯所面临的背景。自俄乌冲突爆发以来，西方国家对俄罗斯实施了层层制裁，尤其 是在高科技领域和战略性资源的供应链上。这些制裁使得俄罗斯的军工业和高端制造能力遭遇了前所未 有的挑战。尽管俄罗斯在稀土资源方面拥有全球第三的储备量，但由于加工能力不足，其年产量仅占中 国的1%左右，70%以上的高端稀土依赖进口。可以说，俄罗斯的稀土产业正处于一个"资源富矿，却在 产业上如同洼地"的尴尬境地。 为了打破这一困局，俄罗斯启动了安加拉-叶尼塞地区的稀有金属产业集群项目，旨在复制中国从资源 到成品的全产业链模式，以实 ...