（原标题：数据复盘丨稀土永磁、锂矿等概念走强 44股获主力资金净流入超1亿元） 7月18日，上证指数早盘高开高走，午后震荡回落，随后再度上扬；深证成指、创业板指、科创50指数早盘冲高回落，午后探底回升。截至收盘， 上证指数报3534.48点，涨0.5%，成交额6436.28亿元；深证成指报10913.84点，涨0.37%，成交额9274.27亿元；创业板指报2277.15点，涨0.34%， 成交额4325.04亿元；科创50指数报1007.53点，涨0.19%，成交额269.46亿元。沪深两市合计成交15710.55亿元，成交额较上一交易日增加316.8亿 元。 稀土永磁、锂矿等概念走强 上纬新材8连板 盘面上来看，行业板块、概念涨多跌少。其中，有色金属、化工、教育、钢铁、煤炭、环保、交通运输、医药生物等行业涨幅靠前；稀土永磁、 锂矿、汽车拆解、小金属、钛白粉、空间站、肝素、创新药、复合集流体等概念走势活跃。传媒、电子、轻工制造、公用事业、通信等行业跌幅 居前；轮毂电机、电子竞技、CPO、钙钛矿电池、乳业、智能穿戴等概念走势较弱。涨停个股主要集中在化工、有色金属、计算机、机械设备、 环保等行业。 个股涨跌情况 ...

在加拿大，Jansen第一阶段继续取得进展。我们预计，资本支出将在70-74美元之间（包括突发事件），而最初度预估为57亿美元。 Henry称，今年到目前为止，全球大宗商品的需求仍保持韧性。这种韧性很大程度上反映出，尽管对美出口大幅下降，但中国仍有能力扩大其整体出口规 模，以及仍有能力提供强劲的国内需求。铜和钢铁需求得益于可再生能源投资的急剧加速、电网建设、强劲的机械出口和电动汽车销售。尽管经济增长放缓 和贸易体系分裂仍是潜在的不利因素，但中美的刺激举措将有助于减轻这种短期影响。 数据显示，必和必拓第四季度铜产量为51.62万吨，高于上季度的51.34万吨，较上年同期的50.48万吨增长2.25%。全年铜产量达到201.67万吨，较上一财年 的186.5万吨增长8%。 7月18日（周五），必和必拓集团（BHP Group）周五发布的第四季度及年度运营报告显示，全年铁矿石和铜产量略有增长，创下纪录高位。 该公司首席执行官Mike Henry表示："必和必拓实现了创纪录的铁矿石和铜产量，这证明了我们业务的实力和弹性，并巩固了我们在全球波动和不确定中实 现增长和回报股东的能力。" 必和必拓整个集团生产了超过200万 ...

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Group 1 - The core viewpoint of the news is the significant growth in China's industrial and information technology sectors in the first half of 2025, with a focus on digital technology advancements and manufacturing performance [1] - In the first half of 2025, the industrial added value of large-scale enterprises in China increased by 6.4% year-on-year, with the manufacturing sector accounting for 25.7% of GDP [1] - The number of large-scale industrial enterprises reached 520,000, and profits in the manufacturing sector grew by 5.4% year-on-year [1] - The digital industry saw a business revenue increase of 9.3% year-on-year, with a growth rate improvement of 3.4 percentage points compared to the previous year [1] - Significant advancements in technology and industry integration were noted, including the certification of the AG600 amphibious firefighting aircraft and the rapid application of humanoid robots across various fields [1] - The production of industrial robots and service robots increased by 35.6% and 25.5% year-on-year, respectively [1] - The equipment manufacturing sector accounted for 35.5% of the total industrial added value, demonstrating its role as a stabilizer in industrial development [1] - Fixed asset investments in key manufacturing sectors such as railways, shipbuilding, aerospace, and automobiles achieved double-digit growth [1] - Investment in equipment and tools increased by 17.3% year-on-year, contributing 86% to the overall investment growth [1] Group 2 - In the automotive industry, production and sales reached 15.621 million and 15.653 million units, respectively, with year-on-year growth of 12.5% and 11.4% [2] - New energy vehicles saw production and sales of 6.968 million and 6.937 million units, with year-on-year growth of 41.4% and 40.3%, respectively, making up 44.3% of new car sales [2] - The Ministry of Industry and Information Technology plans to ensure stable industrial economic operations and promote the integration of technological and industrial innovation [2] - Upcoming growth stabilization plans for key industries such as steel, non-ferrous metals, petrochemicals, and building materials are expected to be released [2] - The Ministry will also issue digital transformation plans for various industries, focusing on 82 typical scenarios for intelligent upgrades [2] - Future industry innovations will include the development of humanoid robots, the metaverse, and brain-computer interfaces, aiming to cultivate new industries and drive new growth [2]

Core Insights - The industrial sector in China showed a robust performance in the first half of 2023, with a year-on-year growth of 6.4% in industrial added value, surpassing GDP growth by 1.1 percentage points [1] - Manufacturing investment increased by 7.5% year-on-year, supported by major engineering projects and technological upgrades [1] - Key industries such as electrical machinery, automotive, electronics, and chemicals contributed significantly to industrial growth, with high-tech manufacturing accounting for 16.4% of the total industrial added value [1][4] Group 1: Industrial Growth and Performance - All 31 provinces in China reported growth in industrial added value, with notable increases in Fujian, Anhui, Henan, and Hunan exceeding 8% [2] - Eight major industrial provinces achieved profit growth rates above the national average, with Henan, Hunan, Hubei, and Jiangsu recording double-digit growth [2] - The equipment manufacturing sector played a stabilizing role, representing 35.5% of total industrial added value, with profits increasing by 7.2% from January to May [4] Group 2: Policy and Future Directions - The government plans to implement a new round of growth stabilization measures across ten key industries, focusing on structural adjustments and eliminating outdated production capacity [2][5] - Emphasis will be placed on enhancing development quality through technological innovation and promoting high-end manufacturing [3] - Initiatives will be taken to support small and medium enterprises, reduce their burdens, and improve the overall business environment [3]

Market Overview - The A-share market showed a positive trend today, with major indices mostly rising. The Shanghai Composite Index increased by 0.50% to close at 3534.48 points, the Shenzhen Component Index rose by 0.37% to 10913.84 points, and the ChiNext Index gained 0.34% to finish at 2277.15 points. The total trading volume in the Shanghai and Shenzhen markets reached 1571 billion yuan, an increase of 31.7 billion yuan compared to the previous trading day [1][14]. Industry Performance - Among the Shenwan first-level industries, the leading sectors included non-ferrous metals, basic chemicals, steel, coal, and transportation, with respective increases of 2.10%, 1.36%, 1.34%, 0.94%, and 0.90%. Conversely, the media, electronics, light manufacturing, public utilities, and telecommunications sectors experienced declines, with decreases of 0.98%, 0.49%, 0.41%, 0.35%, and 0.31% respectively [1][14]. Concept Sector Performance - The top-performing concept sectors today included rare earths, rare metals, lithium mining, rare earth permanent magnets, and small metals, among others. Notable sectors that experienced pullbacks included marketing communication, dairy, and online gaming [2][11].

最新一轮沪指3500点攻坚战，大致可以分为两个阶段。 第一阶段从 6 月 24 日开始至7月10日，沪指从3300多点一路上行，最终成功站上3500点整数关；第二阶段则是站 上3500点之后，进入反复震荡向上的过程。本轮3500点攻坚战中，热点频繁切换，两个阶段呈现出不同的行情主 线，尤其第一阶段，指数的主要推动力量或许会出乎你的意料。后市一旦沪指向3600点发起攻击，哪些板块又将 脱颖而出？ 沪指冲关3500点，地产链意外领涨 先看第一阶段，领涨行业不是银行、不是券商，不是保险，也不是科技股，你可能想都想不到，竟然是建材、钢 铁、房地产。 | | 证券代码 | 证券简称 | 区间涨跌幅 2025-06-24 | | --- | --- | --- | --- | | | | | 2025-07-10 | | | | | [单位] % | | 2 | 882125.WI | 建材II | 11.85 | | 3 | 882126.WI | 钢铁Ⅱ | 10.29 | | ব | 882130.WI | 电气设备 | 9.43 | | 5 | 882136.WI | 房地产II | 9.15 | | 6 | 8 ...

证券研究报告|行业研究报告 [Table_Date] 2025 年 7 月 18 日 [Table_Title] 安托法加斯塔 2025Q2 铜产量环比增长 3.5%至 16.01 万吨，铜单位净现金成本环比下降 27.3%至 1.12 美元/磅 [Table_Title2] 有色金属-海外季报 [Table_Summary] 季报重点内容: ► 生产经营情况 1）铜 2025Q2 铜总产量为 16.01 万吨，同比增长 3.1%，环比增长 3.5%。反映了集团两个矿场（Centinela 和 Los Pelambres）产 量的增加，但被集团阴极铜产量的减少所抵消。 2025Q2 铜销量为 15.38 万吨，同比减少 4.8%，环比减少 9.6%。 2）黄金 2025Q2 黄金产量为 4.83 万盎司（1.50 吨），同比增长 43.7%，环比增长 12.6%。其中 Los Pelambres 和 Centinela 精矿 的产量都有所增加。 2025Q2 黄金实现价格为 3442 美元/磅，同比增长 43.5%，环比 增长 11.1%。 3）钼 2025Q2 钼产量为 4400 吨，同比增长 74.8%， ...

工业和信息化部数据显示，今年上半年，有色金属工业增加值同比增长7.6%，较工业平均增加值增速 高出1.2个百分点，与此同时，行业绿色低碳水平也大幅提升。 ...

实施新一轮钢铁、有色金属、石化、建材等十大重点行业稳增长工作方案，推动重点行业着力调结构、 优供给、淘汰落后产能，具体工作方案将在近期陆续发布。 7月18日，国新办举行新闻发布会，工业和信息化部介绍2025年上半年工业和信息化发展情况，以下是 部分要点汇总： 新一轮钢铁、有色、石化等十大重点行业稳增长具体工作方案将在近期陆续发布 工信部总工程师谢少锋指出，要筑牢工业经济基本盘。实施新一轮钢铁、有色金属、石化、建材等十大 重点行业稳增长工作方案，推动重点行业着力调结构、优供给、淘汰落后产能，具体工作方案将在近期 陆续发布。支持重点工业大省发挥"挑大梁"作用，包括落实支持政策、培育新增长点、促进产业转型、 提高运行质效、应对外部风险等方面，加大工作力度，夯实工业经济稳定运行基础。 在促转型方面，鼓励有色金属新材料、绿色低碳工艺技术创新，建设一批绿色矿山、绿色工厂和绿色工 业园区，培育数字化转型典型场景、标杆工厂和标杆企业，部署建设有色金属行业大模型，推进人工智 能技术与行业深度融合。 近期将印发机械、汽车、电力装备等行业稳增长工作方案 谢少锋表示，下一步，工信部将重点抓好两大行动，推动装备制造业高质量发展： 一是 ...