（来源：乌兰察布财政） 会投入更多"真金白银"支持创新。 加快科技创新平台建设 支持国家技术创新中心、全国重点实验室、 怀柔实验室内蒙古基地等重大科技创新平台建 设,健全多层次创新平台体系,加强基础研究 和应用基础研究,实施自治区重点研发和成果 转化项目。 王胜亮 松 柏 编 辑：郭晓雪 张 珂 校 审：刘志伟 宫 博 赵传孝 （来源：乌兰察布财政） 加大科技创新投入力度 落实政府科技投入稳定增长机制，安排科 技资金60.5亿元,增长41%,其中科技专项 资金50亿元,实现翻一番。推动设立科技创 新投资子基金,激励企业创新发展,撬动全社 会投入更多"真金白银"支持创新。 加快科技创新平台建设 支持国家技术创新中心、全国重点实验室、 怀柔实验室内蒙古基地等重大科技创新平台建 设,健全多层次创新平台体系,加强基础研究 和应用基础研究,实施自治区重点研发和成果 转化项目。 推动科技创新和产业创新融合发展 瞄准乳业、稀土、氢能、储能和新型电力、 生物技术、低空经济等特色优势产业和发展亟 需领域,强化应用驱动型科技创新、产业创新, 形成一批产业化成果,推动产业转型升级。 校 审：刘志伟 宫 博 赵传孝 王胜亮 松 柏 ...

本周初，镨钕产品报价再度上涨，目前货运物流逐步收尾，贸易企业抓紧尾单交易，市场询价活跃。但 多数磁材企业进入放假状态，金属企业备货也基本结束，整体采购意愿较低。受此带动，中重稀土价格 跟涨，但市场需求有限，实际成交不多。建议商家理性分析市场走向，持续关注市场实际供需变化。 据包头稀土产品交易所，今日稀土主流产品价格整体上行。氧化镨钕均价79.88万元/吨，上涨4.13万元/ 吨；金属镨钕均价97.63万元/吨，上涨6.19万元/吨；氧化镝均价140.08万元/吨，上涨1.65万元/吨；氧化 铽均价621.43万元/吨，上涨7.72万元/吨。 ...

最近几天，美国召开了一次"稀土聚会"，表面上看似是一次关于稀土资源的国际会议，但实则背后有着更深的战略意图。美国举办这一会议的目的很简单， 那就是借此机会打造一个反对中国的国际联盟，旨在减少对中国稀土的依赖。根据美国国务卿鲁比奥的消息，来自包括韩国、日本、澳大利亚等55个国家的 代表出席了此次会议，意味着一个由55国组成的联盟已经悄然成型。在会议上，美国副总统万斯痛心疾首，直言不讳地表示，去年美国被中国"教训"了一 番。 那么，万斯为何如此感慨万千呢？原来，稀土资源已经成为了中国反制美国的有力武器，而美国则深陷对中国稀土的依赖无法自拔。自特朗普进入总统2.0 时代以来，秉持"美国优先"的政策，他对全球加征关税，不仅针对中国，甚至更加严苛。特朗普一直认为，中国需要美国，会在压力下最终妥协。然而，现 实给了他一个沉重的打击，中国不仅没有屈服，反而强硬回应：在美国加税的同时，中国也加征了同样数额的关税，甚至更加令人意外的是，中国祭出 了"稀土牌"，宣布限制稀土出口。 稀土，这一对半导体产业和军工领域至关重要的资源，立刻让美国陷入了困境。全球超过九成的稀土成品依赖中国出口，如果中国决定完全停止对美出口， 意味着美国将 ...

Market Overview - A-shares experienced a strong rally on February 9, with all three major indices rising, and the Shanghai Composite Index reclaiming the 4100-point mark, closing up 1.41% [2] - The total trading volume in the Shanghai and Shenzhen markets approached 2.3 trillion yuan, an increase of approximately 100 billion yuan compared to the previous trading day [2] - Over 4600 stocks rose, with nearly 100 stocks hitting the daily limit, indicating a broad-based market rally [2] Investor Sentiment - The market's strong rebound ahead of the Spring Festival is seen as a "holiday gift" for investors, driven by optimism following a significant rise in U.S. tech stocks [4] - The trading volume remained robust, contrary to typical pre-holiday trends, suggesting increased investor willingness to enter the market rather than cashing out [5] - Major brokerages support the view of holding stocks over the holiday, citing historical trends where A-shares tend to rebound post-holiday [5] Sector Performance - Key sectors that led the gains included cultural media, photovoltaic equipment, glass fiber, internet services, communication equipment, electronic chemicals, minor metals, power equipment, and semiconductors [2] - The "CPO" trio of stocks (New Yisheng, Zhongji Xuchuang, and Tianfu Communication) saw significant increases, with Tianfu Communication hitting a historical high [8][9] Specific Stock Movements - Shenghe Resources, a prominent player in the rare earth sector, saw its stock price rise significantly, reflecting the volatility and investor interest in high-performing stocks [8] - The stock experienced fluctuations, with a notable increase of 10.01% on the day, indicating strong trading activity and investor engagement [7][8] Future Outlook - Analysts predict a more moderate and stable market trend post-holiday, with a focus on sectors with clear growth catalysts and performance certainty [6] - The photovoltaic sector is expected to see exponential growth driven by advancements in space solar power technology, with leading Chinese manufacturers likely to benefit from new opportunities [12]

Core Viewpoint - The rare earth industry is experiencing a significant price increase, with expectations for continued growth in 2026, driven by supply-demand dynamics and strategic value reassessment [1] Price Trends - As of February 6, the price of praseodymium-neodymium oxide reached 758,000 yuan/ton, a monthly increase of 24.9% and a year-on-year increase of 79.9% [1] - The price of heavy rare earth terbium oxide rose to 6,155 yuan/ton, with a monthly increase of 2.2% [1] Market Dynamics - There is a notable divergence between rare earth prices and stock prices, suggesting a potential return to fundamental pricing as market liquidity effects are digested [1] - Analysts predict that domestic rare earth prices will continue to rise, with the praseodymium-neodymium oxide price surpassing 700,000 yuan/ton [1] Supply and Demand Factors - The supply side is characterized by a separation of mining and smelting, with total quantity control and a slowdown in domestic production growth, lagging behind demand expansion [1] - Demand is being driven by rapid developments in industries such as robotics, low-altitude economy, and military applications [1] - High overseas smelting costs are also providing support for prices [1] Investment Perspective - The CSI Rare Earth Industry Index focuses on core segments of the rare earth industry chain, covering leading companies from mining and smelting to deep processing and downstream applications [1] - The E Fund Rare Earth ETF (159715) offers a low-cost investment tool with a management fee rate of only 0.15% per year for investors looking to enter the rare earth sector [1]

Core Viewpoint - Shenghe Resources experienced a significant stock price increase, closing at 27.14 yuan on February 9, 2026, with a potential net profit growth forecast of 281.28% to 339.20% for 2025, driven by rising rare earth prices and strong demand from sectors like new energy vehicles and wind power [1] Group 1: Company Performance - The stock reached its daily limit increase at 9:37 AM, with four subsequent openings before closing [1] - The closing price represented a 10.01% increase from the previous trading day [2] - The company completed the acquisition of the Ngualla rare earth mine project, enhancing its overseas resource portfolio [1] Group 2: Market Dynamics - The average price of neodymium oxide increased by 27.4% year-on-year, contributing to the company's profit outlook [1] - On February 9, 2026, the net inflow of main funds was 503 million yuan, accounting for 12.09% of the total trading volume [2] - The stock is part of the CSI 500 index, which has attracted increased policy and funding attention [1] Group 3: Sector Performance - On the same day, the neodymium concept stocks rose by 5.66%, while rare earth magnetic materials and non-ferrous zirconium concepts increased by 4.09% and 3.37%, respectively [2]

美国拉上54个国家，搞了个新联盟FORGE，目标对准的不是别的，是中国在稀土上的"地位牌"。现场 气氛相当火爆，场上55国部长级代表人手一支笔，一起签了名，同时美国还火速和11个盟友签下"双边 关键矿产"合同，枪口一致对着中国。 美国的国务卿鲁比奥亲自站出来，宣称这次要统一关键矿产政策，重建规则，最关键的是，对稀土这类 战略资源要"拿回定价权"。 韩国此时担纲主席国角色，不是偶然。在这个资源话事权的俱乐部里，它是唯一一个愿意主动走上前的 人。有数据就能说话，韩国对中国稀土的依赖程度高得惊人达到九成，也就是说，你连转个身都可能得 搭上从中国空运的原料。 一旦供应出点问题，不只是电动车没磁铁，它整个电池、芯片、军工体系都得哆嗦。韩国是被"卡脖子 割喉咙"的那一类，但现在却站到美国一边，是赌赢的机会多，还是被吃干抹净的风险大？ FORGE联手搞大事，美国打算怎么做？用一张看起来漂亮的制度地图说服全世界，大家统一价格、统 一标准，加点补贴，把中国踢出主场。表面上这叫"去风险"，实际就是"去中国化"。 美国这一招玩的是控制节奏，它用的法宝叫《通胀削减法案》衍生出的矿产补贴制度，各国只要愿意听 它指挥，补贴立刻到账，矿场 ...

Group 1 - The praseodymium-neodymium market is experiencing increased activity due to tight supply expectations and proactive inventory replenishment by major magnetic material manufacturers, leading to a significant price increase for praseodymium-neodymium products [3] - On February 9, the average price of praseodymium oxide rose to 805,000 yuan per ton, while the average price of praseodymium metal reached 980,000 yuan per ton [3] - Guotou Securities predicts that supply constraints from the whitelist and quota indicators will continue into 2026, with stable growth in both domestic and international demand, potentially initiating a new inventory replenishment cycle and supporting an increase in rare earth prices [3] Group 2 - The trading price of rare earth concentrates from Baotou Steel and Northern Rare Earth increased by 2.4% quarter-on-quarter, contributing to the upward shift in rare earth price levels [4]

Core Viewpoint - The stock of Jinli Permanent Magnet (金力永磁) has risen over 7%, driven by tight supply expectations and increased purchasing activity from major magnetic material manufacturers, leading to a bullish sentiment in the market for praseodymium and neodymium [1] Group 1: Market Dynamics - The market for praseodymium and neodymium has seen a significant increase in inquiry activity, contrasting with the typical low transaction volume seen at the end of the year [1] - On February 9, the average price of praseodymium oxide rose to 805,000 yuan per ton, while the average price of praseodymium metal reached 980,000 yuan per ton [1] Group 2: Supply and Demand Factors - Guotou Securities forecasts that supply will be rigidly constrained by whitelist and quota indicators in 2026, with stable growth in both domestic and international demand, potentially initiating a new round of inventory replenishment [1] - Huayuan Securities notes that tight supply conditions and policy support are sustaining the current market, with ongoing shortages in the spot supply of praseodymium oxide and low willingness from upstream holders to sell at lower prices [1] Group 3: Price Trends - Downstream magnetic material companies have shifted from just-in-time purchasing to stockpiling, indicating a change in demand dynamics [1] - Baotou Steel (包钢股份) and Northern Rare Earth (北方稀土) reported a 2.4% quarter-on-quarter increase in the trading price of rare earth concentrates, supporting the upward movement of rare earth price levels [1]

投资者若想长期布局稀土产业链，可关注稀土ETF（159713），其紧密跟踪中证稀土产业指数，重点覆 盖稀土资源开采、冶炼分离及下游高性能永磁材料制造等关键环节。 （文章来源：每日经济新闻） 2月9日，A股整体飘红，稀土板块强势领涨，稀土ETF（159713）盘中一度涨至3.61%，截至发稿的最 新涨幅为3.40%。标的指数成分股中，盛和资源10CM涨停，北方稀土、中国稀土、云路股份等多只股 票涨超5%，推动指数整体上行。 消息面上，近期我国科学家发现，碳酸质岩浆的侵位深度是控制稀土能否超常聚集的关键因素，相关成 果于2月3日发表在国际学术期刊《自然·通讯》上。作为新能源、高新技术等领域不可或缺的关键原 料，稀土的战略价值日益显著。 研究机构指出，近期稀土供给格局紧张，氧化镨钕突破阶段新高。供给端，政策面以及供应面偏紧支 撑，氧化镨钕现货供应持续紧缺，上游持货商低价出货意愿较低；需求端，下游磁材企业由刚需采购转 为备货采购。未来一段时间，或将持续供应紧张格局，价格或将继续上行。 ...