消息面上，美国计划启动关键矿产储备项目"金库计划"，强化了稀土作为"战略金属"的长期溢价逻辑。 研究机构认为，全球稀土资源战略地位持续提升，稀土产业进入高质量发展新时代。供给层面，配额管 制叠加管制政策，刚性逻辑或持续加强；需求层面，新能源汽车、人形机器人和低空经济等新兴领域有 望成为需求长期高速增长的核心驱动，预计2026年起全球稀土供需缺口或持续扩大，稀土价格或稳中有 进，产业链盈利能力或持续提升。 2月3日，经历了短暂回调的稀土板块，重新开启上攻态势。稀土ETF（159713）涨幅为4.47%， 标的指数成分股中，中科磁业、中稀有色分别涨超9%、8%，盛和资源、银河磁体等多只成分股飘红， 绝大多数成分股飘红。 （文章来源：每日经济新闻） ...

据生意社监测，氧化镨02月02日最新价格765000.00万元/吨，最近5天上涨4.08%，10天上涨13.33%，15 天上涨13.75%，20天上涨20.00%，30天上涨29.11%，60天上涨30.77%。 相关生产商有：北方稀土(600111)中色股份(000758)中国稀土(000831)盛和资源(600392)等。 相关生产商有：北方稀土(600111)中色股份(000758)中国稀土(000831)盛和资源(600392)等。 【周期股选股方法】周期股特指原材料生产型的上市公司，该公司的利润高低受原材料价格波动影响； 因此利用生意社原材料价格的涨跌数据，提前于季报与年报，发现周期股买入信号，是投资周期股的重 要方法。欢迎使用生意社股票通。 据生意社监测，氧化镨02月02日最新价格765000.00万元/吨，最近5天上涨4.08%，10天上涨13.33%，15 天上涨13.75%，20天上涨20.00%，30天上涨29.11%，60天上涨30.77%。 【周期股选股方法】周期股特指原材料生产型的上市公司，该公司的利润高低受原材料价格波动影响； 因此利用生意社原材料价格的涨跌数据，提前于季报与年报 ...

2月3日，中国稀土涨5.41%，截至发稿，报53.78元/股，成交19.46亿元，换手率3.51%，总市值570.72亿 元。 英大睿鑫A（003446）基金经理为刘宇斌。 截至发稿，刘宇斌累计任职时间1年285天，现任基金资产总规模8767.08万元，任职期间最佳基金回报 38.19%， 任职期间最差基金回报18.38%。 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 资料显示，中国稀土集团资源科技股份有限公司位于江西省赣州市章贡区章江南大道18号豪德银座A栋 14、15层，成立日期1998年6月17日，上市日期1998年9月11日，公司主营业务涉及稀土冶炼分离及稀土 技术研发及服务。主营业务收入构成为：稀土氧化物63.51%，稀土金属及合金35.95%，其他(补 充)0.35%，技术服务收入0.18%。 从基金十大重仓股角度 数据显示，英大基金旗下1只基金重仓中国稀土。英大睿鑫A（003446）四季度持有股 ...

Group 1 - The non-ferrous sector is experiencing a rebound, with companies like Hunan Gold and Northern Rare Earth seeing significant gains, while the non-ferrous mining ETF is also up over 2% [1] - Precious metals faced a historic downturn due to trading congestion and external pressures, with silver and gold experiencing maximum daily declines of over 30% and 10% respectively [1][14] - Short-term volatility is expected in precious metal prices due to profit-taking, but long-term trends indicate that the de-dollarization process will continue, suggesting that the current adjustment is not the end of the precious metal rally [1][18] Group 2 - The non-ferrous mining index has shown a strong performance over the past year, with a return of 146.48% and a maximum drawdown of -13.76% [3] - The index focuses on the upstream mining segment of the non-ferrous metal industry, with copper, gold, and aluminum making up over 58% of its composition [5] - Historical performance indicates that the non-ferrous mining index has a cumulative increase of 353.53% over the past decade, with an annualized return of 16.83% [10][12] Group 3 - The market outlook for 2026 suggests that central bank gold purchases and rising gold ETF holdings will continue to support gold prices, while copper prices are expected to find support amid supply disruptions [19] - The aluminum market is facing downward pressure due to seasonal factors and a decline in processing activity, with a reported drop of 1.5 percentage points in aluminum processing [19]

| 代码 | 名称 | 现价 | 涨跌 涨跌幅 ▼ | | | --- | --- | --- | --- | --- | | 516780 | 稀土ETF | 1.928 | 0.074 3.99% | | | 516150 | 稀土ETF嘉实 | 1.992 | 0.074 3.86% | | | 159715 | 稀土ETF易方达 | 1.314 | 0.048 | 3.79% | | 159713 | 稀土ETF | 1.434 | 0.048 | 3.46% | 稀土概念股走强，盛和资源涨超7%，金风科技涨超5%，北方稀土、中国稀土涨超4%。 受盘面影响，稀土ETF涨近4%。 （文章来源：每日经济新闻） 有券商表示，稀土作为高端制造与战略新兴产业的核心资源，正呈现供需两端共振格局。在供给集中度提升与需求 结构升级的背景下，稀土产业链的战略地位有望进一步巩固，为高端制造发展注入长期驱动力。 ...

中国的追踪系统极为精密，能够监控每一笔稀土交易，锁定买家数量、交易渠道，甚至追踪稀土的最终流向。通过这一技术，中国发现了泰国和墨西哥成 为稀土中转站的事实，随即采取了相关措施进行反制。 面对美国通过走后门获得稀土的做法，中国显然没有袖手旁观。中国的反制措施不仅限于经济制 裁，还包括加强对国内稀土资源的管理与保护。中国不仅强化了对稀土的开采和出口控制，还通过科技创新，提升了冶炼与提纯技术，确保稀土资源的高 质量供应。 与此同时，中国还在国际舞台上加大了对稀土资源的战略布局。借助一带一路倡议，中国加强了与其他稀土生产国的合作，形成了多元化的供应链体系， 有效打击了美国的掠夺性贸易行为。 作为全球最大的稀土供应国，中国在国际贸易中进一步加强了对不正当贸易行为的法律约束，严密监控所有不符合 国际贸易规范的渠道，确保稀土不会通过非法途径流入美国。 中国的反制不仅是一场经济博弈，更是一场关于全球稀土供应链控制权的较量。虽然美国在短期内或许能从其他国家获得稀土，但凭借中国在技术、资源 和储备上的优势，长远来看，仍占据着主导地位。 这一场围绕稀土的暗战，不仅让全球意识到稀土的战略重要性，更让我们看到，稀土这一看似不起眼 的资 ...

Group 1: Defense Budget - India's defense budget for the fiscal year 2026-2027 has been increased to 7.85 trillion rupees, marking a nearly 15% rise from the previous year's budget of 6.81 trillion rupees, reflecting the government's focus on military preparedness amid security threats from Pakistan and China [1][2] - The capital expenditure for defense has significantly increased to 2.31 trillion rupees, a 28% rise compared to last year, indicating the government's intent to procure advanced weapon systems and promote domestic defense manufacturing [1][2] Group 2: Infrastructure and Manufacturing - The Indian government plans to increase infrastructure spending, raising the capital expenditure target in this sector to 12.2 trillion rupees, which is approximately a 9% increase from the previous year, as part of efforts to address global uncertainties [2] - The government aims to expand manufacturing in seven strategic sectors, including semiconductors, data centers, textiles, and rare earths, in response to a slowdown in private investment and foreign capital outflows [2] - The establishment of rare earth corridors in mineral-rich states like Odisha, Kerala, Andhra Pradesh, and Tamil Nadu is intended to enhance the extraction, processing, research, and manufacturing of critical minerals, addressing India's reliance on China for rare earth imports, which account for over 45% of its total imports in this category [2]

Core Viewpoint - Northern Rare Earth's stock price has shown fluctuations with a recent increase of 2.08%, while the overall performance this year reflects a 5.49% increase, despite a 4.14% decline in the last five trading days [1][2]. Group 1: Stock Performance - As of February 3, Northern Rare Earth's stock price reached 48.65 CNY per share, with a trading volume of 20.48 billion CNY and a turnover rate of 1.17%, resulting in a total market capitalization of 175.87 billion CNY [1]. - Year-to-date, the stock has increased by 5.49%, with a recent decline of 4.14% over the past five trading days, and a slight increase of 1.04% over the last 20 days [2]. Group 2: Financial Performance - For the period from January to September 2025, Northern Rare Earth reported a revenue of 30.29 billion CNY, marking a year-on-year growth of 40.50%, and a net profit attributable to shareholders of 1.54 billion CNY, which represents a significant increase of 280.27% [2]. - Cumulatively, since its A-share listing, the company has distributed a total of 5.36 billion CNY in dividends, with 994 million CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of January 20, 2025, the number of shareholders for Northern Rare Earth was 608,100, reflecting a decrease of 8.85% from the previous period, with an average of 5,944 circulating shares per shareholder, which is an increase of 9.71% [2]. - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited holding 80.36 million shares, a decrease of 5.83 million shares from the previous period [3].

十年稀土战略合作突生国际纠纷，中国稀土企业的海外投资权益遭遇挑战。 来源：每日经济新闻 2月2日晚间，盛和资源（SH600392）公告称，澳大利亚ETM公司（Energy Transition Minerals Ltd）单 方面宣告双方2016年约定的反稀释权失效，理由是双方战略合作关系已实质终止。 《每日经济新闻》记者查询盛和资源2016年公告发现，格陵兰公司主要业务是矿产资源的勘探和开采， 通过全资子公司拥有的位于格陵兰岛南部的科瓦内湾项目，当时已完成可行性研究报告、社会与环境影 ETM公司的说法遭到盛和资源明确否认，下一步，公司将积极与ETM公司保持沟通交流，采取法律手 段全力维护自身合法权益。 2月2日晚间，盛和资源公告了海外投资的一件事，这要从2016年的一笔股份认购说起。 当年9月，盛和资源披露，公司以及控股子公司乐山盛和稀土股份有限公司（以下简称乐山盛和）与格 陵兰矿物能源有限公司（以下简称格陵兰公司）签署《格陵兰矿物能源有限公司和乐山盛和稀土股份有 限公司以及盛和资源控股股份有限公司股份认购协议》(以下简称股份认购协议)，协议约定乐山盛和认 购格陵兰公司增发的1.25亿股普通股，每股价格0.0 ...

Core Viewpoint - The strategic partnership between Shenghe Resources and Australia's ETM has been unilaterally terminated by ETM, which claims that the rights established in their 2016 agreement have lapsed, prompting Shenghe Resources to seek legal recourse to protect its interests [1][3]. Group 1: Background of the Partnership - In September 2016, Shenghe Resources and its subsidiary signed a share subscription agreement with Greenland Minerals, agreeing to acquire 125 million shares at a price of 0.037 AUD per share, totaling approximately 4.625 million AUD, equivalent to about 23.59 million RMB [2]. - Following the investment, Shenghe Resources held 12.5% of Greenland Minerals and obtained a non-executive director position [2]. Group 2: Termination of the Partnership - ETM announced that the strategic partnership with Shenghe Resources has fundamentally changed and is no longer in effect, citing the termination of Shenghe's technical involvement in the Kvanefjeld project as a key reason [6]. - ETM plans to apply to the Australian Stock Exchange to formally confirm the termination of the strategic relationship and the lapse of the rights granted to Shenghe [3][6]. Group 3: Shenghe Resources' Response - Shenghe Resources has denied ETM's claims and intends to maintain communication with ETM while exploring legal options to safeguard its rights [1][4]. - The company has assessed that the situation is not expected to have a significant impact on its operations, as its total investment in ETM amounts to approximately 24.35 million RMB, with a fair value increase of about 17.22 million RMB recorded [4]. Group 4: Project Details and Risks - The Kvanefjeld project, which is ETM's flagship, has not yet obtained mining rights and has not commenced substantial production activities, which mitigates potential negative impacts on Shenghe's business [4][5]. - ETM has shifted its strategic focus from a single rare earth project to a diversified portfolio, including lithium exploration projects in Canada and Spain, which has contributed to the termination of the partnership with Shenghe [6].