（文章来源：证券日报） 证券日报网讯 1月9日，东方钽业在互动平台回答投资者提问时表示，深交所互动易作为投资者与公司 互动交流的平台，并非法定信息披露媒体。公司将严格遵守交易所信息披露相关法律法规，及时履行信 息披露义务；与公司经营情况相关内容请以公司在法定信息披露媒体发布的公告为准。 ...

证券日报网讯 1月9日，东方钽业在互动平台回答投资者提问时表示，公司主要产品被广泛应用于电 子、通讯、航空、航天、冶金、石油、化工、照明、原子能、太阳能等领域。公司深耕钽铌材料领域六 十年，拥有钽铌冶炼加工的全产业链生产线和长期的技术沉淀。目前，公司已关注到钽铌新材料在新兴 领域的应用潜力，并持续加强科研投入与市场拓展。 （文章来源：证券日报） ...

| 序号 | 交易营业部名称 | | 买入金额(万) | 占总成交比例 | | --- | --- | --- | --- | --- | | | 深股通专用 | 770次 49.87% (2) | 36005.48 | 8.73% | | 2 | 东吴证券股份有限公司上海西藏南路证券营业部 | 15次 40.00% | 12705.85 | 3.08% | | 3 | 浙商证券股份有限公司杭州五星路证券营业部 | 39次 43.59% | 11417.87 | 2.77% | | 4 | 东方证券股份有限公司厦门仙岳路证券营业部 | 22次 40.91% | 10910.64 | 2.64% | | 5 | 开源证券股份有限公司西安西大街证券营业部 | 762次 50.13% | 10493.22 | 2.54% | 云南锗业(002428.SZ)今日涨停创历史新高，换手率16.45%，成交额41.26亿元。龙虎榜数据显示，深股通买入3.6亿元，卖出1.6亿元，净买入2亿元；游资"山 东帮"位列买四席位，净买入1.09亿元；"量化打板"位列买五席位，净买入8306万元；"温州帮"位列卖四席位，净卖出1.01 ...

Market Overview - The A-share market saw all three major indices rise, with the Shanghai Composite Index surpassing 4100 points, marking a 16-day winning streak. The Shanghai Composite Index closed up 0.92% at 4120 points, the Shenzhen Component Index rose 1.15%, and the ChiNext Index increased by 0.77% [1][2]. Sector Performance - The cultural media sector led the gains, with companies like Tianlong Group and Yidian Tianxia hitting the daily limit up of 20%. Other notable performers included Rongxin Culture and BlueFocus, which rose over 18% and 14% respectively. The surge in AI applications has driven interest in AI marketing and intelligent agent products [2][4]. - The small metals sector also performed well, with Yunnan Zhenye and Xiamen Tungsten hitting the daily limit up, while Zhangyuan Tungsten rose over 8% [5]. - The medical services sector saw significant increases, with companies like Dian Diagnostics and Hongbo Pharmaceutical reaching the daily limit up, and Yinuosi rising over 11% [7][9]. - The film and television sector experienced broad gains, with Huayi Brothers and Shanghai Film rising over 5% [10]. Policy and Industry Trends - The global rare earth industry is undergoing a transformation, with domestic supply consolidation and increased overseas mining activity. Demand from traditional sectors like electric vehicles and emerging fields like robotics is expected to support long-term demand for rare earths [6]. - The Ministry of Industry and Information Technology, along with other departments, issued a directive to accelerate the development of AI in manufacturing, particularly in surgical robots and intelligent diagnostic systems, which is expected to enhance the competitiveness of the medical industry [8]. Insurance and Aviation Sectors - The insurance sector faced declines, with major companies like Ping An and New China Life seeing drops of 1.96% and 1.31% respectively. Regulatory penalties for various violations have impacted market sentiment [11][12]. - The aviation sector also saw declines, with China Eastern Airlines dropping over 3%. A significant drop in ticket prices post-New Year has been noted, leading to a "volume increase, price drop" phenomenon, which is seen as a short-term negative for airline stocks [13][14]. Future Outlook - Dongwu Fund anticipates a market structure in 2026 characterized by "value stocks taking the stage and growth stocks performing," suggesting a potential upward trend driven by sector rotation. Growth sectors such as technology, innovative pharmaceuticals, and new energy are expected to present more opportunities [14].

Core Viewpoint - The article highlights the strong performance of the CSI 500 Quality Growth Index and its constituent stocks, driven by increasing demand for rare metals in various high-tech sectors, alongside supply constraints that are expected to impact prices positively [1][2]. Group 1: Market Performance - As of January 9, 2026, the CSI 500 Quality Growth Index rose by 1.64%, with notable gains from stocks such as Xiamen Tungsten Industry (+10.00%) and Yuexiu Capital (+9.99%) [1]. - The CSI 500 Quality Growth ETF (560500) increased by 1.60%, reflecting the overall positive market sentiment [1]. - In the past month, the CSI 500 Quality Growth ETF saw a significant scale increase of 52.66 million yuan and a share increase of 16 million units [1]. Group 2: Demand for Rare Metals - Rare metals are identified as a critical foundation for new productive forces, with surging demand in AI computing, new energy, commercial aerospace, and robotics [1]. - Specific examples include AI servers using 2-4 times more copper than traditional servers and humanoid robots requiring 0.9-4 kg of neodymium-iron-boron magnets [1]. - The demand for copper and rare earth magnets in new energy vehicles is significantly higher than in traditional fuel vehicles, indicating a new growth point for rare metals [1]. Group 3: Supply Constraints - Supply-side constraints are intensifying due to environmental regulations, energy consumption limits, and export controls, raising the barriers for mining [2]. - Current inventories of copper, lithium, and rare earths are at historically low levels, making demand increases likely to trigger price volatility [2]. - Geopolitical tensions and the ongoing trend of "de-dollarization" are leading to a re-evaluation of the strategic asset status of rare metals [2]. Group 4: ETF Composition - The CSI 500 Quality Growth Index comprises 100 listed companies selected for high profitability, sustainable earnings, and strong cash flow, providing diverse investment targets [2]. - As of December 31, 2025, the top ten weighted stocks in the index accounted for 22.96% of the total index weight, including companies like Giant Network and Western Mining [3].

Group 1 - The small metal sector is experiencing a strong upward trend, with cobalt, germanium, and tungsten leading the gains [1] - China’s tungsten industry is expected to see a long-term supply-demand tightness, with tungsten prices likely to rise systematically [1] - Global tungsten supply-demand balance has been in a shortage since 2021 and is expected to continue this trend from 2023 to 2027 [1] Group 2 - Cobalt supply is facing a rigid shortage, with the Democratic Republic of Congo's quota expected to reduce global cobalt supply to 200,000 tons [1] - Global cobalt consumption is projected to grow, reaching 221,000 tons and 231,000 tons in 2026 and 2027 respectively [1] - The supply of key metals is highly rigid, with mining expansion cycles lasting 3-5 years, and environmental regulations raising extraction thresholds [2] Group 3 - The Rare Metals ETF has seen a significant increase, with a latest scale of 1.162 billion yuan, marking a new high since its inception [2] - The ETF has experienced continuous net inflows over the past 10 days, with a peak single-day net inflow of 84.71 million yuan [2] - The ETF closely tracks the China Rare Metals Theme Index, with lithium, rare earths, and cobalt making up nearly 30% of its total weight [3]

Group 1 - The core viewpoint of the news highlights the strong performance of rare earth concept stocks, with Jin Feng Technology reaching the daily limit, Xiamen Tungsten rising over 4%, and Wolong Electric Drive increasing by over 2% [1] - Rare earth-related ETFs also saw significant gains, with an increase of over 2% in the market [1] Group 2 - Specific ETF performance includes: - E Fund Rare Earth ETF (code: 159715) at 1.322, up 0.032 (2.48%) - Rare Earth ETF (code: 159713) at 1.442, up 0.033 (2.34%) - Jiashi Rare Earth ETF (code: 516150) at 2.003, up 0.046 (2.35%) - Rare Earth ETF (code: 516780) at 1.937, up 0.043 (2.27%) [2] - Analysts indicate that rare earths are core resources for high-end manufacturing and strategic emerging industries, showing a resonant pattern in both supply and demand [2] - The strategic position of the rare earth industry chain is expected to strengthen further, providing long-term driving force for high-end manufacturing development due to increased supply concentration and upgraded demand structure [2]

Market Overview - The three major A-share indices showed mixed performance in the morning session, with the Shanghai Composite Index up by 0.09%, the Shenzhen Component down by 0.2%, and the ChiNext Index down by 0.52% [1] - The North China 50 Index increased by 0.81%, while the total trading volume in the Shanghai and Shenzhen markets reached 178.15 billion yuan, a decrease of 72.2 billion yuan compared to the previous day [1] Sector Performance - Over 3,700 stocks in the market experienced gains, with notable increases in sectors such as brain-computer interfaces, controllable nuclear fusion, military equipment, AI, short drama games, commercial aerospace, quantum technology, and CRO concept stocks [1] - Conversely, sectors such as securities, insurance, rare earth permanent magnets, tourism and hotels, retail duty-free shops, and battery industries underperformed [1] ETF Highlights - The military and commercial aerospace sectors saw significant gains, with the following ETFs: - Fuguo Fund Military Leaders ETF up by 4.57% - Fuguo Fund Satellite ETF up by 4.43% - Penghua Fund Defense ETF up by 4.22% [1] - Central enterprise technology stocks also performed well, with: - Southern Fund Central Enterprise Technology ETF up by 3.13% - Yinhua Fund Central Enterprise Technology Leading ETF up by 2.94% [1] Financial Sector - The large financial sector experienced a broad pullback, with the following ETFs: - Insurance Securities ETF down by 2.4% - Leading Securities ETF down by 2.4% - Hong Kong Securities ETF by E Fund down by 2.4% [1] - The metals sector also declined, with rare metals ETFs falling by 1.48% [1]

Group 1 - The rare earth permanent magnet sector experienced a decline of 0.94%, ranking among the top losers in the concept sector, with companies like Zhongmin Resources, Gree, and Huicheng Environmental Protection showing significant declines [1] - Among the 50 stocks in the rare earth permanent magnet sector, 19 stocks saw price increases, with Yujing Co., Zhangguang Co., and Ruichen Environmental Protection leading the gains at 9.73%, 2.35%, and 1.86% respectively [1] - The sector faced a net outflow of 4.875 billion yuan from major funds, with North Rare Earth seeing the highest outflow of 1.391 billion yuan, followed by Gree, China Aluminum, and Zhongmin Resources [2][3] Group 2 - The top gainers in the market today included the domestic aircraft carrier sector, which rose by 4.70%, and military information technology, which increased by 4.20%, while the rare earth permanent magnet sector was among the top decliners [2] - The main stocks experiencing significant fund outflows included North Rare Earth (-3.54%), Gree (-5.89%), and China Aluminum (-2.85%), indicating a trend of selling pressure in the rare earth sector [3][4] - Conversely, stocks with notable fund inflows included Lingyi Technology, Youyan New Materials, and Hebang Bio, with inflows of 261.62 million yuan, 18.6866 million yuan, and 18.3170 million yuan respectively [5]

东方钽业公告称，公司于2026年1月7日收到深交所上市审核中心的《关于宁夏东方钽业股份有限公司申 请向特定对象发行股票的审核中心意见告知函》。深交所审核认为公司符合发行、上市及信息披露要 求，后续将报中国证监会履行注册程序。公司需做好信息披露，5个工作日内报送募集说明书等，10个 工作日内补充报送保荐工作底稿。本次发行尚需获中国证监会同意注册决定，能否成功存在不确定性。 ...