很多人都在担心，AI 是否会抢走自己的饭碗。 但很多人没意识到，AI 再厉害，也造不出地下的稀缺资源。 AI 想要运行，必须靠算力；算力离不开芯片；而芯片和服务器的制造，都必须用到稀土和小金属。如果把 AI 比作高速运转的大脑，稀土和小金属就是支 撑它运转的骨骼与血液。没有这些资源，再强的算力也无法运转。 当大家都在焦虑被替代时，手握不可再生、不可替代资源的企业，反而成为科技浪潮里最稳定的压舱石！ 01 产业链全景图 02 概念辨析 稀土是元素周期表中 17 种金属元素的统称，包含 15 种镧系元素与钪、钇。 其特殊电子结构，让它在磁性、光学、电学性能上表现突出，可大幅提升磁性、稳定导电、作为发光核心，因此被称为 21 世纪战略元素。 稀土应用极广，堪称工业万能材料：一辆汽车需 1 公斤稀土，一台人形机器人需 4 公斤，一架 F-35 战机需 417 公斤。新能源车、机器人、芯片、战机等 高端制造，均依赖稀土。 下面这些标绿的元素，就是组成这个 "稀土天团" 的 17 位成员 ——（配合原图标注展示） | | K Ca Sc Ti V Cr Mn Co Co Ni Cu Zn Ga Ge As Se Br K ...

来源：市值风云 2025年上半年利润大增110%。 作者 | 木盒 编辑 | 小白 2026年2月3日，金龙稀土（全称福建省金龙稀土股份有限公司）在福建监管局启动IPO辅导，拟北交所 上市，辅导机构为华泰联合证券。 | 公司基本情况 | | --- | | 辅 导 对 象 福建省金龙稀土股份有限公司 | | | | --- | --- | --- | | 成立日期 2000年3月3日 | | | | 注册资本 247,500万元 | 法定代表人 | 钟可祥 | | 求 報 地 址 | 福建省长汀县策武镇汀州大道南路 31号 | | | 控股股东及 | 控股股东:厦门钨业股份有限公司 | | | 持 股 比 例 持股比例:65.20% | | | | 计算机、通信和其他电子 行业分类 设备制造业(C39) | 在其他交易场 所(申请)挂牌 | 新三板(874673.N0) | | | 或上市的情况 | | | 各 枚 元 | | | 这是A股又一家稀土永磁的公司上市，对于金龙稀土，我们感兴趣的是，公司有没有稀土资源？财务数 据如何？在行业的排名情况？ 厦门钨业子公司，比亚迪参股 金龙稀土早在2024年10月就在 ...

Core Viewpoint - The Chinese rare earth market experienced a decline of 3.80% on February 26, with a trading volume of 3.392 billion yuan and a market capitalization of 64.023 billion yuan [1] Company Overview - The company primarily engages in the production and operation of rare earth oxides and provides rare earth technology research and consulting services [2][8] - The main products include high-purity rare earth oxides, with over 80% of products having a purity greater than 99.99%, and some reaching 99.9999% [2] - The company is controlled by the State-owned Assets Supervision and Administration Commission of the State Council, categorizing it as a state-owned enterprise [3][4] Financial Performance - For the period from January to September 2025, the company achieved a revenue of 2.494 billion yuan, representing a year-on-year growth of 27.73%, and a net profit attributable to shareholders of 192 million yuan, up 194.67% year-on-year [8] - The company has distributed a total of 346 million yuan in dividends since its A-share listing, with 124 million yuan distributed in the last three years [9] Shareholder Structure - As of September 30, 2025, the top ten circulating shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 9.4669 million shares, and new entrants such as the Harvest CSI Rare Earth Industry ETF [10]

来源：新浪证券-红岸工作室 分红方面，中国稀土A股上市后累计派现3.46亿元。近三年，累计派现1.24亿元。 机构持仓方面，截止2025年9月30日，中国稀土十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股2906.94万股，相比上期增加946.69万股。南方中证500ETF（510500）位居第五大流通股 东，持股1079.60万股，相比上期减少27.03万股。嘉实中证稀土产业ETF（516150）位居第六大流通股 东，持股799.75万股，为新进股东。南方中证申万有色金属ETF发起联接A（004432）位居第八大流通 股东，持股603.53万股，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。 资料显示，中国稀土集团资源科技股份有限公司位于江西省赣州市章贡区章江南大道18号豪德银座A栋 14、15层，成立日期1998年6月17日，上市日期1998年9月11日，公司主营业务涉及稀土冶炼分离及稀土 技术研发及 ...

Core Viewpoint - The Chinese rare earth market experienced a decline of 4.35% on February 13, with a trading volume of 1.902 billion yuan and a market capitalization of 59.237 billion yuan [1] Company Overview - The company primarily engages in the production and operation of rare earth oxides and provides rare earth technology research and consulting services [2][8] - The main products include high-purity rare earth oxides, with over 80% of products having a purity greater than 99.99%, and some reaching 99.9999% [2] - The company is controlled by the State-owned Assets Supervision and Administration Commission of the State Council, categorizing it as a state-owned enterprise [3][4] Financial Performance - For the period from January to September 2025, the company achieved a revenue of 2.494 billion yuan, representing a year-on-year growth of 27.73%, and a net profit attributable to shareholders of 192 million yuan, up 194.67% year-on-year [8] - Cumulative cash dividends since the company's A-share listing amount to 346 million yuan, with 124 million yuan distributed over the past three years [9] Shareholder Structure - As of September 30, 2025, the top ten circulating shareholders include Hong Kong Central Clearing Limited and Southern CSI 500 ETF, with notable changes in shareholding [10] - The number of shareholders decreased to 191,400, while the average circulating shares per person increased by 2.24% [8]

Group 1 - The stock price of China Rare Earth has decreased by 3.27% to 56.45 CNY per share, with a trading volume of 2.92 billion CNY and a market capitalization of 599.06 billion CNY as of February 13 [1] - Year-to-date, the stock price has increased by 21.55%, with a 9.19% rise in the last five trading days, 6.33% in the last 20 days, and 16.97% in the last 60 days [2] - The company reported a revenue of 2.494 billion CNY for the period from January to September 2025, representing a year-on-year growth of 27.73%, and a net profit of 192 million CNY, up 194.67% year-on-year [2] Group 2 - The main business revenue composition of China Rare Earth includes 63.51% from rare earth oxides, 35.95% from rare earth metals and alloys, and 0.18% from technical services [2] - As of January 30, 2025, the number of shareholders is 191,400, a decrease of 2.19%, with an average of 5,544 circulating shares per person, an increase of 2.24% [2] - The company has distributed a total of 346 million CNY in dividends since its A-share listing, with 124 million CNY distributed in the last three years [3]

从基金十大重仓股角度 截至发稿，刘宇斌累计任职时间1年294天，现任基金资产总规模8767.08万元，任职期间最佳基金回报 37.51%， 任职期间最差基金回报19.29%。 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。 数据显示，英大基金旗下1只基金重仓中国稀土。英大睿鑫A（003446）四季度持有股数4.44万股，占基 金净值比例为3.43%，位居第六大重仓股。根据测算，今日浮盈赚取约7.81万元。连续5天上涨期间浮盈 赚取32.63万元。 英大睿鑫A（003446）成立日期2016年11月23日，最新规模5872.48万。今年以来收益2%，同类排名 6665/8882；近一年收益22.97%，同类排名4732/8127；成立以来收益152.63%。 英大睿鑫A（003446）基金经理为刘宇斌。 来源：新浪基金∞工作室 2月12日，中国稀土涨3.11%，截至发稿，报58.36元/股，成交30.50亿元，换手率4.95%，总市值 ...

Group 1 - The core viewpoint of the news is that China Rare Earth's stock has seen a significant increase, rising by 3.11% to 58.36 yuan per share, with a total market capitalization of 61.933 billion yuan and a cumulative increase of 14.41% over the past five days [1] - China Rare Earth Group's main business includes rare earth smelting and separation, as well as technology research and services, with revenue composition being 63.51% from rare earth oxides, 35.95% from rare earth metals and alloys, and 0.18% from technical services [1] - The stock has a trading volume of 30.50 billion yuan and a turnover rate of 4.95% [1] Group 2 - The fund "Chuangjin Hexin CSI 500 Enhanced A" holds 174,700 shares of China Rare Earth, accounting for 1.45% of the fund's net value, making it the fourth largest holding [2] - The fund has generated a floating profit of approximately 307,500 yuan today and 1.284 million yuan during the five-day increase [2] - The fund has a total scale of 198 million yuan and has achieved a return of 11.2% this year, ranking 664 out of 5569 in its category [2] Group 3 - The fund managers of "Chuangjin Hexin CSI 500 Enhanced A" are Dong Liang and Li Tianfeng, with Dong having a tenure of 12 years and 142 days and a best fund return of 135.9% during his tenure [3] - Li Tianfeng has a tenure of 4 years and 90 days, with a best fund return of 47.61% during his time managing the fund [3] - The total asset scale of the fund is 73.48 billion yuan for Dong Liang and 8.65 billion yuan for Li Tianfeng [3]

Core Viewpoint - China Rare Earth's stock price has shown significant growth this year, with a 22.18% increase, indicating strong market performance and investor interest [2]. Group 1: Stock Performance - As of February 11, China Rare Earth's stock price rose by 2.01% to 56.74 CNY per share, with a trading volume of 740 million CNY and a turnover rate of 1.24% [1]. - The stock has increased by 5.96% over the last five trading days, 8.55% over the last twenty days, and 18.11% over the last sixty days [2]. Group 2: Financial Performance - For the period from January to September 2025, China Rare Earth reported a revenue of 2.494 billion CNY, representing a year-on-year growth of 27.73%, and a net profit attributable to shareholders of 192 million CNY, which is a remarkable increase of 194.67% [2]. - The company has distributed a total of 346 million CNY in dividends since its A-share listing, with 124 million CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of January 30, 2025, the number of shareholders in China Rare Earth was 191,400, a decrease of 2.19% from the previous period, with an average of 5,544 circulating shares per shareholder, an increase of 2.24% [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 29.0694 million shares, an increase of 9.4669 million shares from the previous period [3].

来源：新浪基金∞工作室 创金合信中证500增强A（002311）基金经理为董梁、李添峰。 截至发稿，董梁累计任职时间12年140天，现任基金资产总规模73.48亿元，任职期间最佳基金回报 135.9%， 任职期间最差基金回报-26.54%。 李添峰累计任职时间4年88天，现任基金资产总规模8.65亿元，任职期间最佳基金回报47.61%， 任职期 间最差基金回报-26.54%。 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。 2月10日，中国稀土涨0.8%，截至发稿，报55.62元/股，成交21.04亿元，换手率3.58%，总市值590.25亿 元。中国稀土股价已经连续3天上涨，区间累计涨幅9.04%。 资料显示，中国稀土集团资源科技股份有限公司位于江西省赣州市章贡区章江南大道18号豪德银座A栋 14、15层，成立日期1998年6月17日，上市日期1998年9月11日，公司主营业务涉及稀土冶炼分离及稀土 技术研发及服务。主营业务收入构 ...