Group 1 - The rare metal ETF has seen a significant increase in trading volume, with a turnover of 3.06% and a transaction value of 48.9869 million yuan, ranking first among comparable funds [2] - As of August 20, the rare metal ETF's latest scale reached 1.586 billion yuan, marking a new high since its inception and also ranking first among comparable funds [2] - The ETF has experienced a notable increase in shares, with a growth of 12 million shares over the past week, leading in new share issuance among comparable funds [2] - Over the last five trading days, the rare metal ETF recorded net inflows on three days, totaling 77.6616 million yuan [2] - The ETF's net value has increased by 75.36% over the past year, placing it in the top 11.80% among 2,965 index equity funds [2] - The highest monthly return since inception was 24.02%, with the longest consecutive monthly gains being three months and a maximum increase of 29.68% [2] - The average return during rising months is 8.13%, and the ETF has outperformed its benchmark with an annualized return of 10.90% over the last three months [2] Group 2 - The top ten weighted stocks in the CSI Rare Metals Theme Index account for 55.85% of the index, including companies like Northern Rare Earth, Salt Lake Co., and Ganfeng Lithium [3] - The Congolese government has imposed a temporary export ban on cobalt products, significantly impacting global cobalt supply expectations, with projections indicating that 75% of cobalt supply will be affected in 2024 [3] - Tungsten prices have continued to rise, with black tungsten concentrate priced at 210,000 yuan per ton and ammonium paratungstate exceeding 310,000 yuan per ton, reflecting an increase of over 40% since the beginning of the year [3] - The first batch of tungsten mining quotas has decreased by 6.8% year-on-year, reaching a five-year low, while demand remains strong due to applications in AI, robotics, and large hydropower projects [3] - The tightening supply-demand dynamics in the small metals sector, driven by limited supply and strong emerging demand, are expected to enhance the profitability of related companies and the investment value of the sector [3]

Core Viewpoint - Luoyang Molybdenum Co., Ltd. shows mixed financial performance with a slight decrease in revenue but a significant increase in net profit, indicating potential resilience in profitability despite revenue challenges [2][3]. Financing Summary - On August 20, Luoyang Molybdenum's financing buy amounted to 186 million yuan, while financing repayment was 194 million yuan, resulting in a net financing outflow of 7.61 million yuan [1]. - The total financing balance as of August 20 was 1.93 billion yuan, representing 1.00% of the circulating market value, which is below the 30th percentile level over the past year, indicating a low financing level [1]. - The company had a securities lending balance of 17.68 million yuan, with a lending volume of 161,500 shares, which is above the 90th percentile level over the past year, indicating a high level of short selling [1]. Business Overview - Luoyang Molybdenum, established on December 22, 1999, and listed on October 9, 2012, primarily engages in the mining, processing, and trading of rare metals such as molybdenum, tungsten, and gold [2]. - The revenue composition includes refined metal products (58.08%), concentrate products (30.34%), copper (19.65%), cobalt (4.10%), and other metals, indicating a diversified product portfolio [2]. Shareholder and Dividend Information - The company has distributed a total of 21.56 billion yuan in dividends since its A-share listing, with 10.58 billion yuan distributed over the last three years [3]. - As of March 31, 2025, the number of shareholders decreased to 282,600, with no circulating shares per person [2][3]. - Major institutional shareholders have reduced their holdings, with Hong Kong Central Clearing Limited holding 578 million shares, down by 41.90 million shares [3].

（文章来源：证券日报） 证券日报网讯 8月20日晚间，厦钨新能发布公告称，2025年半年度公司实现营业收入7，533，703， 523.34元，同比增长18.04%；归属于上市公司股东的净利润为290，572，138.28元，同比增长32.24%。 ...

证券日报网讯 8月20日晚间，云南锗业发布公告称，公司股票连续两个交易日内（2025年8月19日、 2025年8月20日）收盘价格涨幅偏离值累计超过20%，属于股票交易异常波动情况。经核实，公司前期 披露的信息不存在需要更正、补充之处；公司经查询，未发现近期公共传媒报道了可能或已经对公司股 票交易价格产生较大影响的未公开重大信息；公司近期经营情况及内外部经营环境未发生重大变化。 （编辑 李家琪） ...

证券日报网讯 8月20日晚间，厦钨新能发布公告称，根据间接控股股东重组及实际业务开展需要，公司 调整2025年度日常关联交易预计额度。调整后，2025年日常关联交易预计金额为70，720.69万元，较原 预计总金额调增862.00万元。其中，向关联方采购原材料、接受劳务的关联交易金额为59，229.69万 元，向关联方销售商品、提供劳务的关联交易金额为3，610.00万元。公司2024年日常关联交易预计总 金额为69，858.69万元。 （编辑 何成浩） ...

（文章来源：证券日报） 证券日报网讯 8月20日晚间，厦钨新能发布公告称，公司第二届监事会第九次会议审议通过了《2025年 半年度总经理工作报告》等多项议案。 ...

人民财讯8月20日电，云南锗业(002428)8月20日晚间发布股票交易异常波动公告，公司了解到，近期有 国内研发机构发布了其在6英寸磷化铟外延生长工艺领域实现了技术突破相关事宜。就公司控股子公司 鑫耀公司而言，在2—4英寸规格的磷化铟晶片量产后，为应对未来的市场需求，对更大尺寸的产品开展 了研究开发，但从研发到规模化生产尚存在较大不确定性。公司及鑫耀公司目前并无6英寸磷化铟晶片 规模化量产的具体计划，下一步在市场与需求风险、技术风险等可控的前提下，公司方会考虑相关计 划。 转自：证券时报 ...

| 数据来 | | --- | 源：Choice金融终端 来源：上海证券报·中国证券网 上证报中国证券网讯 8月20日，沪深两市成交额合计2.41万亿元，较上一交易日缩量1801亿元。其中， 沪市成交额1.02万亿元，深市成交额1.39万亿元。 个股方面，东方财富成交额居首，为178亿元。其次是北方稀土、中兴通讯、四川长虹，成交额分别为 163亿元、132亿元、130亿元。 ...

当日沪深主板成交额前10大个股中8只个股收涨，平均涨幅5.0%，其中北方稀土(600111)以成交额162.63 亿元排第一。从主力资金流入看，成交额前10大个股中有3只个股呈现主力资金净流入。 证券之星消息，8月20日A股收盘，上证指数报收3766.21，上涨1.04%；深圳成指报收11926.74，上涨 0.89%。 MACD金叉信号形成，这些股涨势不错！ ...

新京报贝壳财经讯 8月20日，厦钨新能公告，2025年上半年营业收入75.34亿元，同比增长18.04%，归 母净利润为3.07亿元，同比增长27.76%。公司拟以实施权益分派股权登记日登记的总股本扣减公司回购 专用证券账户中股份为基数，向全体股东每10股派发现金红利2元(含税)，共计拟派发现金红利为人民 币1.01亿元(含税)。 ...