转自：智通财经 【西部超导：产品有少量应用于商业航天领域】智通财经12月26日电，西部超导在互动平台表示，公司 产品有少量应用于商业航天领域。 【西部超导：产品有少量应用于商业航天领域】智通财经12月26日电，西部超导在互动平台表示，公司 产品有少量应用于商业航天领域。 转自：智通财经 ...

格隆汇12月26日丨广晟有色(600259.SH)公布，公司于2025年11月24日召开第九届董事会2025年第九次 会议、于2025年12月10日召开公司 2025年第五次临时股东会，审议通过了《关于拟变更公司名称并修 订的议案》，同意公司证券简称由"广晟有色"变更为"中稀有色"，公司证券代码"600259"保持不变。 ...

智通财经APP讯，广晟有色(600259.SH)发布公告，公司证券简称将于2025年12月31日起由"广晟有色"变 更为"中稀有色"，公司证券代码"600259"保持不变。 ...

中矿资源公告称，公司拟与信达租赁开展售后回租融资租赁业务，全资子公司江西中矿新材为其提供不 可撤销的最高额连带责任保证担保，担保最高债权额6亿元。本次担保后，江西中矿新材为公司的担保 总额达29.9亿元，未超公司股东会批准额度。截至2025年9月30日，公司营收48.18亿元，净利润2.04亿 元；2024年营收53.64亿元，净利润7.57亿元。截至公告日，公司及控股子公司对外担保总额48.1亿元， 实际发生担保总额22.99亿元，无逾期担保情况。 ...

| 代码 | 名称 | 现价 | 涨跌 涨跌幅 ▼ | | --- | --- | --- | --- | | 561800 | 稀有金属ETF基金 | 1.003 | 0.031 3.19% | | 562800 | 稀有金属ETF | 0.942 | 0.029 3.18% | | 159608 | 稀有金属ETF | 1.082 | 0.033 3.15% | | 159671 | 稀有金属ETF基金 | 1.318 | 0.038 2.97% | 有券商表示，战略小金属储量有限、开采难度大且供给弹性不足，同时新能源、半导体、军工等下游需求快速增 长，供需矛盾加剧。在资源稀缺性持续凸显、需求结构升级及政策调控下，未来稀有金属价格有望延续上行趋势， 具备资源储量优势、技术壁垒及合规出口渠道的企业将持续受益。 小金属概念股走强，中矿资源涨超7%，洛阳钼业涨超5%，天齐锂业涨超4%。 受盘面影响，稀有金属相关ETF涨约3%。 （文章来源：每日经济新闻） ...

Group 1 - Luoyang Molybdenum Co., Ltd. experienced a stock price increase of 5.03%, reaching 19.64 CNY per share, with a trading volume of 2.025 billion CNY and a turnover rate of 0.60%, resulting in a total market capitalization of 420.184 billion CNY [1] - The company, established on December 22, 1999, and listed on October 9, 2012, primarily engages in the mining, selection, deep processing, trading, and research of precious metals such as molybdenum, tungsten, and gold [1] - The revenue composition of the company includes: refined metal product trading (48.56%), concentrate product trading (38.31%), copper (27.14%), cobalt (6.04%), molybdenum (3.12%), phosphorus (2.23%), niobium (1.88%), tungsten (1.17%), and others (0.11%) [1] Group 2 - The Qianhai United Hongxin Mixed A Fund (002780) holds 162,000 shares of Luoyang Molybdenum, representing 4.56% of the fund's net value, making it the second-largest holding [2] - The fund has achieved a year-to-date return of 37.83%, ranking 2255 out of 8087 in its category, and a one-year return of 35.21%, ranking 2354 out of 8074 [2] - The fund manager, Zhang Yong, has been in position for 8 years and 272 days, with the fund's total asset size at 55.7846 million CNY [3]

资料显示，洛阳栾川钼业集团股份有限公司位于河南省洛阳市栾川县城东新区画眉山路伊河以北，成立 日期1999年12月22日，上市日期2012年10月9日，公司主营业务涉及主要从事钼、钨及黄金等稀贵金属 的开采、选冶、深加工、贸易、科研等。生产所需原辅材料、机械设备、仪器仪表、零配件的进口(上 述进出口项目凭资格证书经营)。金属贸易。主营业务收入构成为：精炼金属产品贸易48.56%，精矿产 品贸易38.31%，铜27.14%，钴6.04%，钼3.12%，磷2.23%，铌1.88%，钨1.17%，其他(补充)0.11%。 截至9月30日，洛阳钼业股东户数30.42万，较上期增加28.08%；人均流通股0股，较上期增加0.00%。 2025年1月-9月，洛阳钼业实现营业收入1454.85亿元，同比减少5.99%；归母净利润142.80亿元，同比增 长72.61%。 分红方面，洛阳钼业A股上市后累计派现215.62亿元。近三年，累计派现105.76亿元。 来源：新浪证券-红岸工作室 12月24日，洛阳钼业涨0.70%，成交额30.25亿元。两融数据显示，当日洛阳钼业获融资买入额2.61亿 元，融资偿还2.30亿元，融资净 ...

（文章来源：证券日报） 证券日报网讯 12月24日，中国稀土发布公告称，公司12月24日召开2025年第四次临时股东会，审议通 过《关于续聘会计师事务所的议案》《关于预计2026年日常关联交易的议案》。 ...

Market Overview - Hong Kong stocks rose by 0.17% on Christmas Eve, while A-shares showed strong performance as funds remained cautious ahead of the holiday [1] - The U.S. GDP for Q3 grew at an annualized rate of 4.3%, exceeding expectations and marking the fastest growth since Q3 2023, driven by strong consumer spending and a rebound in exports [1] - The U.S. plans to impose tariffs on semiconductor products imported from China, effective June 2027, as a response to China's ambitions in the chip industry [1] Semiconductor Industry - Semiconductor companies, including SMIC, have announced price increases of around 10% for 8-inch BCD process platforms due to high demand for power chips in AI servers [2] - TSMC is consolidating its 8-inch capacity and plans to shut down some production lines by the end of 2027, contributing to price increase expectations [2] - Companies like Samsung and SK Hynix have raised HBM3E prices by nearly 20% due to increased orders from major tech firms [3] Rare Resources and Nickel Market - The Indonesian Nickel Mining Association reported a significant reduction in nickel production targets for 2026, aiming to prevent further price declines, which has led to a rise in nickel-related stocks [3] - Companies such as LDK Resources and Xinjiang Xinjin Mining saw stock increases of nearly 9% following the news of reduced production targets [3] Dairy Industry - Domestic dairy processing capacity is expanding as imported dairy product price advantages diminish, benefiting upstream dairy farms [4] - Companies like Yurun Agriculture and Modern Dairy experienced stock increases of nearly 7% due to this trend [4] Robotics and Automation - Cloud Deep Technology has submitted an IPO application and holds a significant market share in the quadruped robot sector [5] - SUTENG announced advancements in robotic technology, showcasing capabilities in high-precision visual perception and flexible mechanical arm control [5] Currency and Paper Industry - The offshore RMB reached a high of 7.0129 against the USD, enhancing purchasing power for raw materials in the paper industry [7] - Companies like Nine Dragons Paper and Lee & Man Paper are expected to benefit from reduced procurement costs due to the strengthened RMB [7] Company Highlights - Tiangong International has achieved significant breakthroughs in high-end materials, positioning itself as a leader in the global tool steel market [8] - The company is focusing on import substitution in high-end materials, which is expected to drive future revenue growth [8] - The company is also advancing in high-nitrogen steel for humanoid robots, collaborating with domestic firms to enhance its product offerings [9]

Group 1 - The company, Daoshi Technology (300409.SZ), has mining rights in the Democratic Republic of the Congo [1]