稀土ETF易方达涨超3%，稀土ETF、稀土ETF涨超2.6%。 稀土ETF跟踪稀土产业指数，精选了稀土开采、稀土加工、稀土贸易和稀土应用等稀土全产业链上的龙头企业，权重股包括北方稀土、中国稀 土、中国铝业、格林美、领益智造、包钢股份、卧龙电驱、金风科技、厦门钨业、盛和资源等公司。 目前市场上有4只稀土ETF，其中稀土ETF嘉实规模45.03亿元，位居同类第一。 （原标题：稀土永磁板块拉升，稀土ETF易方达涨超3%，稀土ETF、稀土ETF涨超2.6%） A股市场稀土永磁板块拉升，正海磁材涨超18%，中科磁业涨超13%，宁波韵升10CM涨停，龙磁科技、银河磁体涨超7%。 稀土主题ETF年内涨幅超40%，吸金超34亿元。其中，稀土ETF嘉实年内吸金21.3亿元。 稀土板块上涨，消息面上，海关数据显示，中国7月稀土出口5994.3吨，同比增长21%。 此外，内蒙古包头市稀土新材料技术创新中心建成投产国内首条稀土盘式电机智能示范线，其首款产品功率密度提升30%以上，预计年底实现量 产。 太平洋证券指出，稀土永磁主要应用于汽车、消费类电子、机器人和白色家电等领域。尤其是新能源汽车和变频家电的需求牵引下，高性能稀土 永磁需 ...

Group 1 - Rare metal concept stocks declined, with Northern Rare Earth, Luoyang Molybdenum, China Rare Earth, and Xiamen Tungsten all falling over 2% [1] - The ETF tracking the CSI Rare Metals Theme Index dropped approximately 2% [1] Group 2 - The CSI Rare Metals Theme Index selects no more than 50 listed companies involved in the mining, smelting, and processing of rare metals to reflect the overall performance of rare metal theme stocks [2] - Despite rising geopolitical tensions, some brokerages suggest that global supply-demand improvements and low inventory levels may further boost small metal prices, enhancing corporate profitability and growth potential, while highlighting the significant valuation appeal of industry leaders [2]

Group 1 - The core viewpoint of the article highlights the performance forecasts of three companies listed on the STAR Market for the first half of 2025, indicating significant revenue and profit growth [1] Group 2 - Company 1, BeiGene, expects to achieve a revenue of 17.52 billion yuan, representing a year-on-year growth of 46.00%, and a net profit of 450 million yuan, with a year-on-year increase of 115.63% [1] - Company 2, Tiande Yuyuan, anticipates a revenue of 1.21 billion yuan, showing a year-on-year growth of 43.35%, and a net profit of 152 million yuan, reflecting a year-on-year increase of 50.89% [1] - Company 3, Xiamen Tungsten New Energy, projects a revenue of 7.53 billion yuan, with a year-on-year growth of 18.04%, and a net profit of 307 million yuan, indicating a year-on-year increase of 27.76% [1]

Report Summary 1. Industry Investment Rating No industry investment rating is provided in the report. 2. Core Viewpoints The report comprehensively introduces palladium, including its physical and chemical properties, main uses, production sources, downstream applications, hazards, protective measures, spot market conditions, and new - variety listing rules. It also shows that palladium is an important and versatile metal with high import dependence in China and significant investment potential [4][6][7]. 3. Summary by Directory 3.1. Variety Introduction - Physical properties: Palladium is a silver - white metal similar to platinum, with a density of 12.023 g/cm³, a hardness of 4 - 4.5, good ductility and plasticity, a melting point of 1554℃, and excellent electrical and thermal conductivity. It has excellent hydrogen absorption [4]. - Chemical properties: Palladium is chemically stable at normal temperature, but will form oxides at high temperatures. It can react with halogens, organic compounds, alkalis, and salts, and easily forms coordination compounds [4][5]. 3.2. Main Uses The largest use of palladium is in the automotive industry, especially in the three - way catalytic converters of vehicle exhaust systems to reduce harmful emissions [6]. 3.3. Production Source - Global reserves: In 2023, global palladium reserves were 71,000 tons, with South Africa accounting for 88.73% and Russia for 7.75% [7]. - Global production: In 2023, global production was 210 tons, with Russia accounting for 43.81% and South Africa for 33.81% [7]. - China's situation: China's natural reserves of platinum - group metals are 87.06 tons. Annual domestic production is about 1.3 tons, and annual imports are about 30 tons, indicating high import dependence [7]. 3.4. Downstream Applications - Jewelry: Palladium is suitable for making jewelry alone or in alloys due to its luster, ductility, and corrosion resistance [10]. - Chemical: It is an excellent catalyst in organic synthesis, and can be used for hydrogen storage and separation, electroplating, and fine chemical synthesis [10]. - Automotive: Palladium is crucial for vehicle exhaust purification and has potential applications in fuel - cell vehicles [11]. - Electronics: It is used in manufacturing MLCC electrodes, semiconductor equipment, sensors, etc. [11][12]. - Medical: Palladium compounds are used in biological marking, cancer treatment, dental restorations, and drug synthesis [12]. - Other: Palladium is used in aerospace, aviation, and other fields, and is also an investment variety [13]. 3.5. Hazards and Protective Measures - Hazards: Inhalation, skin contact, and ingestion of palladium can cause health problems, and palladium can also pollute the soil, water, and air [14][15]. - Protective measures: Personal protection includes wearing protective equipment; regular health monitoring is necessary; and environmental protection requires proper wastewater treatment [15]. 3.6. Spot Situation - Price trends: Domestic and international palladium prices, as well as overseas futures and spot prices, show similar trends. The palladium market is small, with low liquidity and large price fluctuations (over 5 times since 2015) and is currently at a medium price level [20]. - Consumption: China's palladium consumption accounts for about 15% of the global total, and China is highly dependent on imports [23]. 3.7. New - Variety Listing Rules Newly - listed varieties generally have a negative impact on spot prices. When the futures price drops to near the spot cost price, there will be obvious cost support. The aluminum - alloy futures are expected to follow the same pattern [27].

Group 1: Institutional Research on Popular Companies - The top twenty companies with the highest institutional research counts in the past 30 days include Ice Wheel Environment, Northern Rare Earth, Weili Transmission, Dazhu Laser, and China National Heavy Duty Truck [5][16] - In the last five days, the most researched companies include InSai Group, Weili Transmission, Tianlong Co., Jeya Co., and Beite Technology [5][16] - Among the top twenty companies in the past 30 days, six companies had ten or more rating agencies, including Huadian Co., Yanjing Beer, China National Heavy Duty Truck, Kebo Da, BOE Technology Group, and Northern Rare Earth, with Huadian Co., Yanjing Beer, and BOE Technology Group expected to see significant growth in net profit for 2024 compared to 2023 [5][16] Group 2: Major Shareholder Increase in A-Share Companies - From July 28 to August 1, 2025, two companies announced significant shareholder increases: Yuxin Electronics and Jiangnan Yifan [19][20] - From January 1 to August 3, 2025, a total of 244 companies announced shareholder increases, with 64 of them having ten or more rating agencies. Among these, 19 companies had proposed increase amounts that exceeded 1% of their latest market value, including New Energy Group, Tunnel Co., Sailun Tire, and Wanrun Co. [21][22] Group 3: A-Share Company Buyback Situation - From July 28 to August 1, 2025, 111 companies announced buyback progress, with 30 of them having ten or more rating agencies. Six companies had expected buyback amounts that exceeded 1% of their market value, including Jiufeng Energy, Mousse Co., Fuanna, Jinzhai Food, Midea Group, and Liangxin Co. [26][27] - From January 1 to August 3, 2025, a total of 1,623 companies announced buyback progress, with 356 of them having ten or more rating agencies. Among these, 100 companies had expected buyback amounts that exceeded 1% of their market value, with several companies in the board proposal stage, including Jiayi Co., Haixing Electric, Huaming Equipment, Shantui Co., Sanofi Biologics, Liu Gong, Newland, and High Energy Environment [28][29]

由天天基金独家播出的《下半年配置诊疗室》直播特别策划现已正式上线！ 长按下方二维码 或 点击文末阅 读原文 提前锁定心仪场次，预约直播不迷路！ 更有京东卡、遮阳伞等大量好礼等你来抽~ 时间：8月7日 16：00 点击下方链接即可预约↓ 明天（8月7日），工银瑞信基金将带来一场直播，讲述稀有金属的投资机会，欢迎一键预约观看哦~ 8月7日（周四）16：00 主题：《资源为王：稀有金属配置价值分析》 免责声明 以上观点来自相关机构，不代表天天基金的观点，不对观点的准确性和完整性做任何保证。 收益率数据仅供参考，过往业绩和走势风格不预示未来表现，不构成投资建议。转引的相关 还有好礼等你赢！ 分享、点赞、在看 顺手三连越来越有钱 ↓ 点击"阅读原文" 预约查看更多直播 ...

Group 1 - The company has decided to cancel the supervisory board and amend its articles of association, transferring the supervisory board's powers to the audit committee of the board of directors [1][2] - The decision to cancel the supervisory board was approved unanimously with 3 votes in favor and no votes against or abstaining [1] - The company will continue to fulfill its supervisory responsibilities until the shareholders' meeting approves the cancellation of the supervisory board [2] Group 2 - The company plans to revise its internal control systems to enhance governance, in accordance with relevant regulations and guidelines [2] - The internal control amendments include changing references from "shareholders' meeting" to "shareholders' assembly" and will also require approval from the shareholders' meeting [2] - The proposed revisions to the internal control systems include rules for the shareholders' meeting, board meeting, independent directors, and cumulative voting procedures [2]

证券代码：600456 证券简称：宝钛股份 编号：2025－037 宝鸡钛业股份有限公司 关于取消监事会、修订公司章程及相关内控制度 例如将"股东大会"表述调整为"股东会"等。 化（包括引用的各条款序号），及个别用词造句变化、标点符号变化等，没有实 质内容改变的情况下，不再逐项列示。 本次《公司章程》修订尚需提交公司 2025 年第三次临时股东大会审议，具体 修订内容将在后续股东大会挂网资料中披露。 二、公司相关内控制度修订情况 为进一步规范内控管理，提升公司治理水平，根据中国证监会《关于新 <公司> 法>配套制度规则实施相关过渡期安排》《公司章程指引》以及其他相关监管规则 的相关规定，公司拟对公司相关内控制度进行同步修订，取消监事会，其职权由 董事会审计委员会行使，同时将原制度中"股东大会"的描述统一修改为"股东 会"。在不涉及其他修订的前提下，因删除和新增条款导致原有条款序号发生变 化（包括引用的各条款序号），及个别用词造句变化、标点符号变化等，没有实 质内容改变的情况下，不再逐项列示。具体情况如下： 序号 制度名称 修订/废止 的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 ...

Group 1 - The company responded to an investor inquiry regarding the timeline for the new production capacity to be operational, indicating that the construction period for the "germanium wafer project for space solar cells" is planned for 18 months [2] - The company noted that the prices of photovoltaic-grade germanium products have stabilized recently, with no significant changes reported [2] - The project construction is currently proceeding as planned, and the company will disclose any relevant progress in accordance with regulations [2]

8月5日，沪深两融数据显示，中国稀土获融资买入额1.45亿元，居两市第204位，当日融资偿还额0.90亿 元，净买入5466.38万元。 最近三个交易日，1日-5日，中国稀土分别获融资买入1.13亿元、1.65亿元、1.45亿元。 融券方面，当日融券卖出3.79万股，净卖出2.87万股。 本文源自：金融界 作者：智投君 ...