Group 1 - The core viewpoint of the article highlights the performance and valuation of China Rare Earth, with a closing price of 41.04 yuan and a decline of 3.12% [1] - The rolling price-to-earnings ratio (PE) stands at 584.82, significantly higher than the industry average of 64.77 and median of 61.37, placing China Rare Earth at the 39th position in the small metals industry [1][2] - The total market capitalization of China Rare Earth is reported at 43.553 billion yuan [1][2] Group 2 - As of July 18, 2025, the number of shareholders for China Rare Earth has increased to 186,516, with an average holding value of 352,800 yuan and an average shareholding of 27,600 shares [1] - The main business activities of China Rare Earth include mining, processing of rare earth minerals, production of rare earth oxides, and technology research and consulting services [1] - The company has recently applied for 26 new patents, with 7 invention patents and 4 utility model patents granted [1] Group 3 - In the latest quarterly report for Q1 2025, China Rare Earth achieved a revenue of 728 million yuan, representing a year-on-year increase of 141.32%, and a net profit of 72.618 million yuan, up 125.15% year-on-year, with a gross profit margin of 9.77% [1]

Market Performance - On the last trading day of July, all three major A-share indices fell by over 1%, with the Shanghai Composite Index closing below 3600 points at 3573.21, down 1.18% [1] - The Shenzhen Component Index dropped 1.73% to 11009.77, while the ChiNext Index decreased by 1.66% to 2328.31 [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.96 trillion yuan [1] Sector Performance - The sectors that saw gains included liquid cooling IDC, assisted reproduction, Google, biopharmaceuticals, chemical pharmaceuticals, and computers [1] - Conversely, sectors that experienced declines included aquaculture, PTA, iron ore, energy metals, steel, and minor metals [1] Notable Stocks - The AI sector showed strong fluctuations, with Yidian Tianxia (301171) hitting the 20% daily limit up [1] - The liquid cooling server sector performed well, with Sihua New Materials (301489) also reaching the 20% limit up, alongside Yingweike (002837) and Chunz中科技 (603516) [1] - The assisted reproduction sector continued to strengthen, with Gongtong Pharmaceutical (300966) and Anke Biotechnology (300009) both hitting the 20% limit up, while Hanshang Group (600774) also reached the limit [1] - The steel sector faced adjustments, with Baogang Co. (600010) dropping over 8% [1] - The coal sector declined across the board, with Antai Group (600408) falling over 7% [1] Market Outlook - According to Jifeng Investment Advisory, the A-share market is expected to continue a structural trend in August, supported by the intensive disclosure of mid-term performance and ongoing policy efforts, favoring industries with high earnings certainty [1] - Dongfang Securities noted that the current A-share market is in a sustained upward trend with ample trading volume, attracting new capital, and maintaining a cautiously optimistic sentiment without immediate risk of reversal [2]

Group 1 - As of July 31, 2025, the stock price of Guoyan Platinum Industry closed at 15.11 yuan, down 0.71 yuan or 4.49% from the previous trading day, with a trading volume of 217,107 hands and a transaction amount of 331 million yuan [1] - Guoyan Platinum Industry primarily engages in precious metal trading and product business, established in 2000 and listed on the Shanghai Stock Exchange in 2003, with operations in small metals and new materials [1] - On the evening of July 30, Guoyan Platinum Industry announced that its wholly-owned subsidiary, Guoyan Electronic Materials (Yunnan) Co., Ltd., has attracted Shanghai Yishang Electronic Technology Co., Ltd. as an intended investor for its capital increase project, with an investment of approximately 125 million yuan for a 49% stake post-increase [1] Group 2 - On July 31, Guoyan Platinum Industry experienced a net outflow of main funds amounting to 37.6553 million yuan, accounting for 0.33% of its circulating market value [2]

Core Viewpoint - Luoyang Molybdenum Co., Ltd. is experiencing a decline in stock price and has a low rolling P/E ratio compared to its industry peers, indicating potential undervaluation in the small metals sector [1][2]. Company Summary - The closing stock price of Luoyang Molybdenum is 8.94 yuan, down 4.28%, with a rolling P/E ratio of 12.41 times and a total market capitalization of 191.27 billion yuan [1]. - The company ranks 5th in the small metals industry, which has an average P/E ratio of 66.66 times and a median of 63.92 times [1][2]. - As of the first quarter of 2025, 212 institutions hold shares in Luoyang Molybdenum, with a total holding of 422.58 million shares valued at 3.56 billion yuan [1]. Business Operations - Luoyang Molybdenum's main business includes mining and processing of base and rare metals, as well as mineral trading [1]. - Key products include molybdenum, tungsten, copper (excluding NPM), cobalt, niobium, phosphorus, copper gold (NPM), and refined metal trading [1]. Financial Performance - In the first quarter of 2025, the company reported revenue of 46.01 billion yuan, a year-on-year decrease of 0.25%, and a net profit of 3.95 billion yuan, a year-on-year increase of 90.47%, with a gross profit margin of 22.33% [1].

Market Overview - The A-share market experienced a decline on July 31, with the Shanghai Composite Index falling by 1.18%, and both the Shenzhen Component and ChiNext Index reaching new lows in nearly a month, indicating increased technical risks [1][2]. Investor Sentiment - A total of 2,770 investors participated in a survey regarding market sentiment, revealing a mixed outlook with a significant number of investors adjusting their positions [1][6]. Trading Activity - The total trading volume across both markets exceeded 1.9 trillion yuan, marking the highest level in July, with notable selling pressure from major sectors such as securities, small metals, and semiconductors [3][6]. Capital Flow - There was a net outflow of 706.85 billion yuan from major funds, while retail investors showed a net inflow, indicating a shift towards defensive sectors amidst market volatility [5][6]. Sector Performance - Despite the overall market downturn, certain sectors like liquid cooling and assisted reproduction showed resilience, suggesting that funds are seeking safe-haven investments [2][6]. Positioning Strategies - Retail investors displayed a tendency to increase their positions, with 29.32% opting to add to their holdings, while 18.70% chose to reduce their exposure, reflecting a growing divide in market strategies [11][6].

Market Overview - The small metals sector experienced a decline of 3.67% on July 31, with Yunnan Zhiye leading the drop [1] - The Shanghai Composite Index closed at 3573.21, down 1.18%, while the Shenzhen Component Index closed at 11009.77, down 1.73% [1] Individual Stock Performance - Notable declines in individual stocks include: - Yunnan Cuprum (002428) down 6.54% with a closing price of 22.43 and a trading volume of 885,500 shares, totaling 2.037 billion yuan [2] - Zhongtung High-tech (000657) down 5.79% with a closing price of 16.11 and a trading volume of 1,658,800 shares, totaling 2.718 billion yuan [2] - Northern Rare Earth (600111) down 5.28% with a closing price of 37.50 and a trading volume of 2,790,700 shares, totaling 1.053 billion yuan [2] Capital Flow Analysis - The small metals sector saw a net outflow of 3.255 billion yuan from main funds, while retail investors contributed a net inflow of 2.993 billion yuan [2][3] - The capital flow for individual stocks indicates significant outflows for: - Anning Co. (002978) with a main fund outflow of 1.562 million yuan [3] - Western Materials (002149) with a main fund outflow of 4.979 million yuan [3] - Huayang New Materials (600281) with a main fund outflow of 20.239 million yuan [3]

金十数据7月31日讯，A股三大股指早盘分化，沪指、深证成指探底跌逾1%，创业板指水上震荡，一度 涨逾1%。截至中午收盘，沪指跌0.68%，深证成指跌0.45%，创业板指涨0.43%；沪深两市半日成交额 超1.1万亿，超3200只个股下挫。盘面上，辅助生殖、AI硬件板块走强，创新药板块延续强势；小金 属、煤炭、钢铁等周期股表现疲软领跌大盘，影视院线板块结束连涨开启回调。 A股午评：三大股指走势分化创业板指收涨0.43% AI硬件板块领涨大盘 ...

Group 1 - The A-share market showed mixed performance on Wednesday, with the Shanghai Composite Index facing resistance after a rise, while sectors like banking, insurance, gaming, and consumption performed well [1][2] - Long-term capital inflow into the market is accelerating, with a steady increase in ETF size and continuous inflow of insurance funds, providing significant support [1] - The Federal Reserve's decision to maintain interest rates in June introduces uncertainty regarding future rate cuts, which could significantly boost global risk appetite if clear signals are released [1][3] Group 2 - Despite a pullback, the overall positive trend in the A-share market remains unchanged, with active trading and a market turnover exceeding 1.8 trillion yuan, indicating good market momentum [2] - The "anti-involution" policy is expected to alleviate the "increasing income without increasing profit" dilemma, supporting a recovery in A-share performance [2] - The Shanghai Composite Index is currently above 3600 points, maintaining a strong technical trend, although there is some differentiation at high levels, particularly with increased selling pressure in the ChiNext [3]

Core Viewpoint - On July 30, Dongfang Zirconium's stock price closed at 12.63 yuan, down 0.36 yuan or 2.77% from the previous trading day [1] Company Summary - Dongfang Zirconium primarily engages in the research, development, production, and sales of zirconium series products, which are widely used in nuclear power, ceramics, and chemical industries [1] - The company is classified within the small metals industry and is also involved in concepts related to solid-state batteries [1] - On July 30, the company clarified on an interactive platform that it does not have a competitive relationship with Longbai Group, addressing market concerns regarding the business relationship between the two companies [1] Market Activity - On July 30, the main funds experienced a net outflow of 99.01 million yuan, accounting for 1.03% of the circulating market value [1] - Trading volume on that day reached 643,168 hands, with a transaction amount of 816 million yuan [1]

Company Overview - Huayang New Materials latest stock price is 7.03 yuan, up by 0.10 yuan from the previous trading day [1] - The stock reached a high of 7.08 yuan and a low of 6.76 yuan during the trading session, with a trading volume of 309,900 hands and a total market capitalization of 3.616 billion yuan [1] Business Operations - Huayang New Materials is engaged in the research and production of new materials, operating in sectors such as minor metals and biodegradable plastics [1] - The company is registered in Shanxi Province and has a background in central state-owned enterprise reform [1] Market Activity - On July 30, Huayang New Materials experienced a rapid rebound, with a price of 6.91 yuan at 9:38 AM, showing an increase of over 2% within five minutes [1] - The net inflow of main funds on that day was 10.3021 million yuan, accounting for 0.28% of the circulating market value [1]