（编辑 楚丽君） 证券日报网讯 2月3日，贵研铂业在互动平台回答投资者提问时表示，公司财务共享中心系统2024年上 线，各项功能正在逐步完善中，已经上线智能审核、发票采集、发票识别、发票验真、发票查重等多个 业务模块。财务共享中心将集中在公司集团总部。 ...

截至发稿，方岑累计任职时间2年312天，现任基金资产总规模5083.02万元，任职期间最佳基金回报 13.08%， 任职期间最差基金回报-1.62%。 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 数据显示，中航基金旗下1只基金重仓洛阳钼业。中航混改精选A（004936）四季度减持1.68万股，持有 股数14.04万股，占基金净值比例为9.56%，位居第五大重仓股。根据测算，今日浮盈赚取约16.29万 元。 中航混改精选A（004936）成立日期2017年12月14日，最新规模685.43万。今年以来收益15.11%，同类 排名169/8874；近一年收益39.23%，同类排名2651/8124；成立以来收益13%。 中航混改精选A（004936）基金经理为方岑。 2月3日，洛阳钼业涨5.25%，截至发稿，报23.25元/股，成交81.84亿元，换手率2.07%，总市值4974.18 亿元。 资料显示，洛阳栾川 ...

Group 1 - The niobium concept sector is active, with Dongfang Tantalum Industry reaching the daily limit increase [1] - The news highlights the market's volatility and the potential for investment opportunities within the niobium sector [1]

Group 1 - The core viewpoint of the news highlights the strong performance of rare metal ETFs and the underlying stocks, with the CSI Rare Metals Theme Index rising by 1.05% as of February 3, 2026, and the rare metal ETF fund increasing by 0.84% [1] - The top ten weighted stocks in the CSI Rare Metals Theme Index account for 59.71% of the index, with significant contributors including Luoyang Molybdenum, Northern Rare Earth, and Ganfeng Lithium [1] - The strategic attributes of minor metals are becoming increasingly prominent, with tungsten prices rising due to supply constraints and strong demand, while uranium prices are expected to continue increasing due to rigid supply and accelerated nuclear power construction [1] Group 2 - Dongfang Securities emphasizes the clear investment value of core lithium and cobalt stocks, suggesting active positioning despite short-term price corrections due to regulatory impacts and market fluctuations [2] - The lithium market is projected to have a significant gap by 2026, with rising raw material costs and limited supply contributing to an upward trend in lithium prices [2] - The rare metal ETF fund tracks the CS Rare Metal Index, which primarily allocates to lithium carbonate, minor metals, and rare earths, making it an excellent investment tool for market participants looking to invest in the rare metal sector [2]

Group 1 - The rare earth permanent magnet index has strengthened, indicating a positive trend in the sector [1] - Key stocks such as Zhong Rare Earth, Shengxin Lithium Energy, Galaxy Magnet, Xiamen Tungsten, and China Nonferrous Metals have shown active performance with notable increases in their stock prices [1] - The respective stock price increases are as follows: Zhong Rare Earth up by 3.91%, Shengxin Lithium Energy up by 3.83%, Galaxy Magnet up by 3.08%, Xiamen Tungsten up by 2.98%, and China Nonferrous Metals up by 2.94% [1]

Group 1 - The company, Yunnan Zhenye, stated that its production and operational status for the year 2025 will be disclosed in the annual report for that year [2]

数据显示，截至2026年1月30日，中证稀有金属主题指数(930632)前十大权重股分别为洛阳钼业、北方 稀土、华友钴业、盐湖股份、赣锋锂业、厦门钨业、中矿资源、天齐锂业、中钨高新、中国稀土，前十 大权重股合计占比59.71%。 资金流入方面，拉长时间看，截至2026年1月30日，稀有金属ETF基金近5个交易日内有4日资金净流 入，合计"吸金"3964.99万元。 场内ETF方面，截至2026年2月2日午间收盘，中证稀有金属主题指数(930632)下跌3.16%。成分股方面 涨跌互现，西部材料领涨9.49%，东方钽业上涨5.25%，雅化集团上涨3.52%；中金岭南领跌，株冶集 团、锡业股份跟跌。稀有金属ETF基金(561800)换手13.97%，半日成交3494.57万元，市场交投活跃。 近期，稀土板块进入击球区，氧化镨钕价格环比上涨11.03%，中钇富铕矿加工费进一步升至4.1万元/ 吨，反映冶炼环节出清与格局优化持续兑现；12月我国稀土永磁出口量创历史同期新高，叠加海外补库 需求仍存及越南将稀土列为国家战略资源并禁止原矿出口，全球稀土供给收紧预期强化。 稀有金属ETF基金（561800）跟踪的CS稀金属指 ...

Group 1 - On January 30, Yongshan Lithium Industry experienced a decline of 5.61% with a trading volume of 336 million yuan [1] - The financing data for Yongshan Lithium on the same day showed a buying amount of 26.4852 million yuan and a repayment of 25.9270 million yuan, resulting in a net buying of 558,000 yuan [1] - As of January 30, the total margin balance for Yongshan Lithium was 237 million yuan, with the financing balance accounting for 4.16% of the circulating market value, indicating a high level compared to the past year [1] Group 2 - As of September 30, the number of shareholders for Yongshan Lithium reached 47,800, an increase of 7.58% from the previous period [2] - For the period from January to September 2025, Yongshan Lithium reported an operating income of 3.932 billion yuan, a year-on-year decrease of 17.02%, and a net profit attributable to shareholders of -163 million yuan, a significant decrease of 421.90% [2] - Since its A-share listing, Yongshan Lithium has distributed a total of 282 million yuan in dividends, with 207 million yuan distributed over the past three years [2]

Group 1 - The A-share market experienced high volatility from January 26 to January 30, with gold and oil-related ETFs showing significant gains, exceeding 7% [1][2] - A total of 541 ETFs achieved positive returns during the same period, with over 35% of the ETFs in the A-share market reporting positive performance [2] - The Brazilian ETF (159100) led the market with a weekly increase of 22.5%, while several other ETFs, including those tracking the semiconductor sector, also saw gains exceeding 10% [2][3] Group 2 - Overall, the ETF market faced a net outflow of approximately 2984.22 billion yuan during the week, indicating a general trend of capital withdrawal [4] - Gold and non-ferrous metal ETFs emerged as the main beneficiaries of capital inflow, with the gold ETF (518880) attracting the highest net inflow of 8.503 billion yuan [4] - The ETFs tracking the CSI 300 and other major indices saw significant trading volumes, with the CSI 300 ETF surpassing 3000 billion yuan in weekly trading volume [4][5] Group 3 - The broad-based ETFs continued to experience substantial net outflows, particularly the CSI 300 ETFs, which saw net outflows exceeding 700 billion yuan for some funds [5] - The market sentiment is cautious, with analysts suggesting a need to balance aggressive and defensive investment strategies, focusing on high-growth sectors while also considering undervalued dividend assets [6][7] - The geopolitical landscape is influencing investment strategies, particularly in rare metals, which are gaining importance for national strategic security amid rising regional conflicts [7]

Core Viewpoint - The company expects a significant decline in net profit for the year 2025, projecting a decrease of over 50% compared to the previous year, despite positive sales growth in various product segments [1][2]. Group 1: Performance Forecast - The performance forecast period is from January 1, 2025, to December 31, 2025, with an anticipated positive net profit that will decline by more than 50% [1]. - The forecast has not been audited by an accounting firm, but preliminary discussions indicate no major disagreements regarding the performance outlook [1]. Group 2: Reasons for Performance Changes - Increased demand for photovoltaic-grade germanium products due to the advancement of low-orbit communication satellite networks has led to a significant rise in sales volume [1]. - The company has seen an increase in sales of compound semiconductor materials and optical-grade germanium products, contributing to overall revenue growth [1]. - Despite increased sales, the average selling prices and unit costs of various germanium products have risen due to higher raw material prices, with unit cost growth outpacing sales price increases, resulting in a decline in overall gross margin [1]. Group 3: Financial Impacts - R&D expenses have increased year-on-year as projects are progressing as planned [2]. - Financial costs have risen due to unrecognized financing expenses related to minority shareholders of a subsidiary, amounting to 25.64 million yuan [2]. - The expected impact of non-recurring gains and losses on net profit attributable to shareholders is estimated to be between 23 million and 28 million yuan [2].