截至发稿，王正累计任职时间6年58天，现任基金资产总规模30.31亿元，任职期间最佳基金回报 43.66%， 任职期间最差基金回报-25.01%。 从基金十大重仓股角度 数据显示，华宝基金旗下1只基金重仓厦门钨业。华宝中证稀有金属指数增强发起A（013942）四季度 持有股数51.15万股，占基金净值比例为2.9%，位居第九大重仓股。根据测算，今日浮盈赚取约168.28 万元。 2月26日，厦门钨业涨5.13%，截至发稿，报67.42元/股，成交20.90亿元，换手率2.04%，总市值1070.35 亿元。 华宝中证稀有金属指数增强发起A（013942）成立日期2021年12月15日，最新规模2.12亿。今年以来收 益22.07%，同类排名115/5572；近一年收益120.18%，同类排名51/4311；成立以来收益28.41%。 资料显示，厦门钨业股份有限公司位于福建省厦门市思明区展鸿路81号翔业国际大厦21-22层，成立日 期1997年12月30日，上市日期2002年11月7日，公司主营业务涉及从事钨精矿、钨钼中间制品、粉末产 品、丝材板材、硬质合金、切削刀具、各种稀土氧化物、稀土金属、稀土发光材料、磁 ...

Core Viewpoint - The rare metal stocks in the A-share market have collectively strengthened, with significant price increases observed in several companies, driven by rising raw material costs and strategic pricing adjustments [1][2]. Group 1: Company Performance - Zhangyuan Tungsten Industry and Yunnan Zinc Industry both reached the daily limit increase of 10.01% [1][2]. - Zhongtung High-tech saw an increase of over 8.11%, while Dongfang Tantalum Industry rose by over 6.70% [1][2]. - Other notable performers include Xianglu Tungsten Industry, Rongjie Co., Tianqi Lithium, and Yongxing Materials, all increasing by over 4% [1][2]. - Xiamen Tungsten Industry, Ganfeng Lithium, and Tibet Mining also experienced gains of over 3% [1][2]. Group 2: Market Dynamics - Zhangyuan Tungsten Industry announced a price adjustment for its welding machine clamp blades due to the continuous rise in tungsten raw material prices, effective from February 26, 2026 [1]. - The U.S. White House plans to utilize an AI model developed by the Department of Defense to establish reference prices for critical global mineral trades, starting with germanium, gallium, antimony, and tungsten [1].

Group 1 - Zimbabwe's Ministry of Mines announced an immediate suspension of all raw mineral and lithium concentrate exports, including in-transit goods, to strengthen mineral regulation and promote deep processing of mineral products [1] - By 2025, 19% of China's imported lithium concentrates are expected to come from Zimbabwe, with projections indicating that Zimbabwe's lithium resource output will account for 12% of global supply by 2026 [1] - The export ban on Zimbabwean lithium is anticipated to exacerbate the short-term supply shortage of lithium carbonate in China, potentially driving lithium prices significantly higher [1] Group 2 - As of February 25, 2026, the rare metal ETF fund has seen a net inflow of funds on 9 out of the last 17 trading days, totaling 22.89 million yuan [2] - The rare metal ETF fund (561800) serves as an excellent investment tool for investors looking to gain exposure to the rare metals industry [2] Group 3 - The MACD golden cross signal has formed, indicating a positive trend for certain stocks [3]

2月25日，中矿资源涨5.56%，成交额24.64亿元。两融数据显示，当日中矿资源获融资买入额2.77亿 元，融资偿还2.43亿元，融资净买入3436.65万元。截至2月25日，中矿资源融资融券余额合计26.23亿 元。 截至9月30日，中矿资源股东户数5.86万，较上期减少11.15%；人均流通股12139股，较上期增加 12.55%。2025年1月-9月，中矿资源实现营业收入48.18亿元，同比增长34.99%；归母净利润2.04亿元， 同比减少62.58%。 分红方面，中矿资源A股上市后累计派现17.28亿元。近三年，累计派现15.92亿元。 机构持仓方面，截止2025年9月30日，中矿资源十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股1739.65万股，相比上期增加98.88万股。南方中证500ETF（510500）位居第四大流通股 东，持股1052.36万股，相比上期减少21.70万股。东方新能（维权）源汽车主题混合（400015）位居第 五大流通股东，持股966.44万股，相比上期减少143.91万股。南方中证申万有色金属ETF发起联接A （004432）位居第九大流通股东，持股5 ...

融资方面，洛阳钼业当日融资买入5.77亿元。当前融资余额51.31亿元，占流通市值的1.25%，融资余额 超过近一年90%分位水平，处于高位。 机构持仓方面，截止2025年9月30日，洛阳钼业十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股6.95亿股，相比上期增加4747.20万股。华夏上证50ETF（510050）位居第五大流通股东， 持股1.34亿股，相比上期减少365.43万股。华泰柏瑞沪深300ETF（510300）位居第六大流通股东，持股 1.20亿股，相比上期减少517.87万股。易方达沪深300ETF（510310）位居第八大流通股东，持股 8647.42万股，为新进股东。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 融券方面，洛阳钼业2月25日融券偿还7.62万股，融券卖出6.21万股，按当日收盘价计算，卖出金额 145.62万元；融券余量98.23万股，融券余额2303.49万元，超过近一年70% ...

格隆汇2月26日丨云南锗业(002428.SZ)在投资者互动平台表示，公司目前材料级锗产品主要为锗锭(金属 锗)、二氧化锗；深加工方面，光伏级锗产品主要为太阳能电池用锗晶片，红外级锗产品主要为红外级 锗单晶及毛坯(光学元件)、锗镜片、镜头、红外热像仪、光学系统，光纤级锗产品为光纤用四氯化锗， 化合物半导体材料主要为砷化镓晶片、磷化铟晶片。公司产品主要运用包括红外光电、太阳能电池、光 纤通讯、发光二极管、垂直腔面发射激光器(VCSEL)、大功率激光器、光通信用激光器和探测器等领 域。 （原标题：云南锗业(002428.SZ)：目前材料级锗产品主要为锗锭(金属锗)、二氧化锗） ...

格隆汇2月26日丨云南锗业(002428.SZ)在投资者互动平台表示，截至目前，公司磷化铟晶片产能为15万 片/年(2—4英寸)。如有相关扩产计划公司将及时进行公开披露。 （原标题：云南锗业(002428.SZ)：公司磷化铟晶片产能为15万片/年(2—4英寸)） ...

格隆汇2月26日丨云南锗业(002428.SZ)在投资者互动平台表示，截至目前，公司磷化铟晶片产能为15万 片/年(2—4英寸)。如有相关扩产计划公司将及时进行公开披露。 ...

格隆汇2月26日丨云南锗业(002428.SZ)在投资者互动平台表示，公司目前材料级锗产品主要为锗锭(金属 锗)、二氧化锗；深加工方面，光伏级锗产品主要为太阳能电池用锗晶片，红外级锗产品主要为红外级 锗单晶及毛坯(光学元件)、锗镜片、镜头、红外热像仪、光学系统，光纤级锗产品为光纤用四氯化锗， 化合物半导体材料主要为砷化镓晶片、磷化铟晶片。公司产品主要运用包括红外光电、太阳能电池、光 纤通讯、发光二极管、垂直腔面发射激光器(VCSEL)、大功率激光器、光通信用激光器和探测器等领 域。 ...

Market Overview - On February 25, the A-share market saw all major indices close in the green, with the ChiNext Index rising over 1.4% in a single day [1] - More than 1,000 out of over 1,400 ETFs in the market recorded gains, with rare earth and rare metal-themed ETFs performing particularly well [1] ETF Performance - On February 25, all eight industry-themed ETFs focused on rare earth and rare metals closed higher, with four products linked to the CSI Rare Earth Industry Index rising over 6% and reaching historical highs during trading [1][2] - The CSI Rare Earth Industry Index includes 43 constituent stocks, with only one stock declining by the close, while several stocks like Baotou Steel and Northern Rare Earth hit the daily limit [1][2] Fund Flows - On February 24, the ETF market experienced a net inflow of over 11 billion yuan, marking the highest single-day net inflow in six trading days [1] - ETFs focused on the Hong Kong market attracted significant capital, with seven of the top ten products by net inflow, totaling over 7 billion yuan [2] Investment Directions - The seven Hong Kong ETFs primarily target the Hang Seng Technology and Hong Kong Internet sectors, with four linked to the Hang Seng Technology Index [3] - Despite a strong performance in the Hong Kong market post-Chinese New Year, the Hang Seng Technology Index is still down over 4% year-to-date as of February 25 [3] Sector Insights - Analysts suggest that the strong performance of the rare earth sector is due to improved supply-demand dynamics, with demand driven by rapid developments in industries like robotics and low-altitude economy [2] - In contrast, energy-related ETFs have seen some pullback, with two S&P Oil & Gas ETFs experiencing the largest declines in the market [2] Future Investment Focus - Investment institutions are focusing on three main directions: technology, consumption, and resources, with emerging technology expected to be a key theme [3][4] - There is an emphasis on sectors with high growth potential, such as AI hardware, commercial aerospace, and smart driving, as well as undervalued sectors like food and beverage, construction materials, and renewable energy [4][5]