Group 1 - The A-share rare earth permanent magnet sector has seen a rise, with Yujing Co., Ltd. increasing by over 8% [1] - Longhua Technology, Dongfang Zirconium Industry, and Yahua Group have all risen by over 5% [1] - Youyan New Materials, Zhongkuang Resources, and Northern Rare Earth have increased by over 4% [1] - Xiamen Tungsten, Dadi Bear, and Jiuling Technology have all seen an increase of over 3% [1]

Group 1 - The core viewpoint of the news highlights the strong performance of the rare earth permanent magnet sector, with the China Rare Earth Industry Index rising by 1.39% as of February 6, 2026, driven by significant gains in stocks such as Shengxin Lithium Energy and Zhongzi Technology [1] - Huatai Securities notes that while wind and solar companies are facing profitability pressures due to low-priced domestic projects and rising costs from increased silver prices, the overall trend for profitability recovery in the wind and solar sector is reaffirmed for 2026 [1] - Jianghai Securities emphasizes the strategic value of tungsten as a key material in photovoltaic cutting and electric motors for new energy vehicles, highlighting the increasing demand for ultra-fine tungsten wire and its implications for upstream rare metals [1] Group 2 - As of January 30, 2026, the top ten weighted stocks in the China Rare Earth Industry Index account for 61.43% of the index, with notable companies including Northern Rare Earth and Jin Feng Technology [2] - The rare earth ETF by Jiashi (516150) closely tracks the China Rare Earth Industry Index, providing a convenient tool for investors to access the domestic rare earth industry chain [2] - The formation of a MACD golden cross signal indicates a positive trend for these stocks, suggesting potential investment opportunities [2]

Core Viewpoint - The rare earth market is experiencing a slight price increase for mainstream products, with specific price movements noted for various rare earth oxides and metals, indicating a mixed sentiment among market participants regarding future price trends [1] Price Movements - Praseodymium neodymium oxide averages at 749,200 CNY/ton, up by 6,800 CNY/ton - Praseodymium neodymium metal averages at 909,300 CNY/ton, up by 4,700 CNY/ton - Dysprosium oxide remains stable at 1,384,300 CNY/ton - Terbium oxide averages at 6,140,000 CNY/ton, up by 23,800 CNY/ton [1] Market Sentiment - The praseodymium neodymium market continues its upward trend, but the overall purchasing willingness from downstream magnetic material companies is low due to high prices - Actual transactions are decreasing as downstream companies begin to take holidays, limiting price support [1] Stock Performance - A-share market performance for rare earth permanent magnet concept stocks shows varied results: - Wolong New Energy (600173) latest price at 8.81 CNY, up by 6.27%, with a transaction volume of 764 million CNY - Long Magnetic Technology (300835) latest price at 76.77 CNY, up by 0.63%, with a transaction volume of 356 million CNY - Youyan Powder Materials (688456) latest price at 59.47 CNY, up by 0.54%, with a transaction volume of 283 million CNY - Steel Research Nack (300797) latest price at 18.08 CNY, down by 0.06%, with a transaction volume of 287,570 CNY - Hanghua Co., Ltd. (688571) latest price at 7.86 CNY, down by 0.25%, with a transaction volume of 25,051,700 CNY [1]

A股2025年年度业绩预告披露正式收官。笔者认为，投资者可从行业景气度、内生增长韧性、困境反转 三个角度切入，参透上市公司业绩预告背后隐藏的投资"玄机"。 首先，锚定行业景气度，是解读业绩预告的首要前提。 行业赛道的冷暖，直接决定了企业业绩的基本盘。Wind资讯数据显示，在已披露去年业绩预告的上市 公司中，电子（半导体）、汽车零部件、电力设备行业是预增主力。具体来看，半导体领域，寒武纪受 益于行业算力需求的持续增长，预计2025年归属母公司的净利润超过18.5亿元，大幅扭亏；汽车零部件 领域，博俊科技受益于全国乘用车市场稳定增长及新能源汽车快速上量，预计去年盈利增超35%；电力 设备领域，明阳智能受益于全球新能源装机规模持续扩大，风机交付规模与销售收入同比显著扩张，预 计去年净利润同比增长超131.14%。这些行业或借国产化加速的东风，或乘新能源渗透率提升的浪潮， 持续夯实业绩增长的"压舱石"。 其次，聚焦经营韧性，辨别内生增长真实成色。 真正的增长应源于主营业务深耕，而非短期因素加持。例如，中科三环预计2025年扣非净利润大幅扭 亏，核心在于公司持续优化运营效率，稳步拓展市场份额；山外山作为国产血液净化设备 ...

Group 1 - The rare earth market shows a slight increase in mainstream product prices, with praseodymium and neodymium oxide averaging 742,400 CNY/ton, up 1,900 CNY/ton, and praseodymium and neodymium metal averaging 904,600 CNY/ton, up 7,800 CNY/ton [1] - Dysprosium oxide remains stable at 1,384,300 CNY/ton, while terbium oxide also holds steady at 6,116,200 CNY/ton [1] - Supply of upstream raw materials remains tight, and metal enterprises are reluctant to sell, keeping praseodymium and neodymium metal prices high [1] Group 2 - The A-share market shows performance of some rare earth permanent magnet concept stocks, with Yingweiting (002334) at 10.07 CNY, up 10.05%, and Yujing Co. (002943) at 85.21 CNY, up 5.05% [2] - Other notable stocks include Wolong New Energy (600173) at 8.29 CNY, up 2.61%, and China Aluminum (601600) at 13.44 CNY, up 2.28% [2] - The trading volume for these stocks varies, with Yingweiting achieving a transaction amount of 867 million CNY and Yujing Co. reaching 1.549 billion CNY [2]

证券代码：300748 证券简称：金力永磁 2、请介绍公司的当前产能和包头三期建设情况？ 答：在董事会战略引领以及全员努力下，公司已达成于 2021 年 3 月制定的"到 2025 年建成年产 4 万吨高性能稀土永磁材料产能"的五年发展规划。 2025 年 1 月，公司根据市场需求并结合自身业务发展需要，投资建设"年产 2 万吨高性能稀土永磁材料绿色智造项目"，目前，该项目两个车间工程主体顺利通过 验收，力争到 2027 年建成 6 万吨稀土永磁材料产能。 投资者关系 江西金力永磁科技股份有限公司 投资者关系活动记录表 编号：2026-001 | | √特定对象调研 □媒体采访 | | □分析师会议 □业绩说明会 | | | | --- | --- | --- | --- | --- | --- | | 投资者关系 | □新闻发布会 | | □路演活动 | | | | 活动类别 | □现场参观 | | | | | | | □其他 | | （请文字说明其他活动内容） | | | | 形式 | 现场 | 网上 ☐ 姓名 | 电话会议 ☐ | | 机构名称 | | | 李柔璇 季熠 | | | 西部证券 华泰资产 ...

Group 1 - The A-share market experienced a collective rebound on February 3, with over 4,800 stocks rising across the market [1] - Key sectors that performed well included photovoltaic equipment, CPO, commercial aerospace, engineering machinery, rare earth permanent magnets, cloud gaming, storage chips, cultivated diamonds, and epoxy propylene [1] - The CSI A500 index rose by 1.9%, the CSI 300 index increased by 1.2%, the ChiNext index gained 1.9%, and the STAR Market 50 index went up by 1.4%, while the Hang Seng China Enterprises Index fell by 0.3% [1] Group 2 - The ChiNext ETF tracks the ChiNext index, which consists of 100 stocks with high market capitalization and liquidity, with a significant proportion in strategic emerging industries, particularly in the power equipment, communication, and electronics sectors, which together account for nearly 60% [3] - The STAR 50 ETF tracks the STAR Market 50 index, composed of 50 stocks with high market capitalization and liquidity, prominently featuring "hard technology" leaders, with semiconductors making up over 65% and combined with medical devices and software development, accounting for 80% [5]

嘉实中证稀土产业ETF（516150）成立日期2021年3月9日，最新规模77.71亿。今年以来收益11.16%， 同类排名926/5580；近一年收益95.88%，同类排名131/4286；成立以来收益102.83%。 2月2日，中科三环跌5.02%，截至发稿，报13.62元/股，成交4.14亿元，换手率2.46%，总市值165.58亿 元。 资料显示，北京中科三环高技术股份有限公司位于北京市海淀区中关村东路66号甲1号楼27层，成立日 期1999年7月23日，上市日期2000年4月20日，公司主营业务涉及稀土永磁和新型磁性材料及其应用产品 的研究开发、生产和销售。主营业务收入构成为：磁材产品销售95.18%，其他(补充)4.82%。 从中科三环十大流通股东角度 数据显示，嘉实基金旗下1只基金位居中科三环十大流通股东。嘉实中证稀土产业ETF（516150）三季 度新进十大流通股东，持有股数1046.65万股，占流通股的比例为0.86%。根据测算，今日浮亏损失约 753.59万元。 嘉实中证稀土产业ETF（516150）基金经理为田光远。 截至发稿，田光远累计任职时间4年332天，现任基金资产总规模791.3 ...

板块轮动预计仍是春节前的主基调，关注轮动中的结构性机会。主线一，科技创新主题。短期来看，关 注细分板块之间的轮动补涨机会。前期强势的商业航天、AI应用等主题受到产业趋势催化，但后续内 部分化或有所加大。主线二，制造业、资源板块盈利修复路径清晰。有色金属行情波动加大，业绩预告 显示基本面支撑较强，关注短线回调后的配置机会。辅助线一，消费品以旧换新政策延续，服务消费再 迎重磅政策利好，扩大内需导向下消费板块存在布局窗口。辅助线二，出海趋势带动企业盈利空间打 开。 申万宏源：春节之前市场可能会进入短暂的震荡修正阶段，但仍建议持股过节 申万宏源表示，本轮春季行情仍然值得期待，后续市场无论是在政策方面，还是在基本面层面，未来几 个月或仍有利好消息。不过市场表现未必会一帆风顺，春节之前，市场可能会进入短暂的震荡修正阶 段。结构性牛市突破前期震荡区间后，通常会出现阶段性的调整。但仍建议投资者持股过节，在春节之 后，市场交易热度会再度回升，结合假期高频数据以及产业热点消息，之后市场可能会迎来新一轮的上 涨行情。 A股三大股指开盘涨跌不一，沪指跌0.93%，创业板指涨0.65%。盘面上，电网设备板块表现活跃，贵金 属、油气开采 ...

Core Viewpoint - The first domestically produced superconducting magnetic field high-temperature vibrating sample magnetometer has been put into use, breaking foreign monopolies in high-end magnetic measurement instruments and supporting the development of high-performance permanent magnetic materials in China [1][2]. Group 1: Equipment and Technology - The newly launched magnetometer can operate under extreme conditions of 800°C and 6 Tesla, providing precise measurements of permanent magnetic materials [1]. - This device is specifically designed for measuring the magnetic performance of neodymium-iron-boron and samarium-cobalt magnets at high temperatures, featuring superconducting excitation, a wide temperature range, high measurement sensitivity, and fast operation [1][2]. Group 2: Industry Impact - High-performance rare earth permanent magnetic materials are crucial for emerging industries such as aerospace, new energy vehicles, and renewable energy, with their magnetic stability in high-temperature and strong magnetic environments directly affecting product efficiency and lifespan [2]. - The introduction of this domestic magnetometer enhances research capabilities and provides accurate high-temperature magnetic performance data, supporting the high-quality development of the rare earth industry [2].