大家好，二月的交易日结束了！大家收成如何？ 2月27日，市场全天震荡分化，三大指数涨跌互现。截至收盘，沪指涨0.39%，深成指跌0.06%，创业板 指跌1.04%，科创综指微涨。 | ... 内地股票 它 ◎ | | | | --- | --- | --- | | 行情 | 资金净流入 | 涨跌分布 | | 上证指数 | 深证成指 | 科创综指 | | 4162.88 +16.25 +0.39% -8.69 -0.06% +6.57 +0.36% | 14495.09 | 1849.77 | | 万得全A | 创业板指 | 北证50 | | 6942.40 +28.02 +0.41% -34.68 -1.04% -7.78 -0.50% | 3310.30 | 1537.13 | | 沪深300 | 中证500 | 中证A500 | | 4710.65 -16.23 -0.34% +101.23 +1.18% +3.84 +0.06% | 8658.45 | 5965.35 | | 中证1000 | 深证100 | 中证红利 | | 8560.84 +70.23 +0.83% -63.80 -1.07% +5 ...

每日经济新闻 （责任编辑：董萍萍 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 2月27日早盘，三大指数纷纷低开高走，沪指率先翻红。小金属、稀土永磁等概念逆势走强。相关 ETF中，有色ETF富国（159168）快速翻红，截至9点58分涨逾4%。成分股来看，锡业股份、中钨高 新、厦门钨业、金钼股份等纷纷大涨；无一股下跌。 消息面上，节后钨原料价格持续飙升，钨粉已突破1800元/公斤。金属镨钕价格上涨4万元/吨至108 万元/吨，镨钕氧化物价格上涨5000元/吨至88.25万元/吨。 另一方面，近日中国五矿化工进出口商会发布通知，将于2026年3月25日举办稀土和稀有金属出口 政策及形势说明会。通知称，本次会议将邀请商务部和海关总署有关部门领导参加会议并发言，就相关 产品的出口政策和形势进行解读，同时也有助于政府部门了解企业出口面临的问题。 资料显示，有色ETF富国（159168）紧密跟踪工业有色指数（ ...

【导读】有色金属股拉涨，算力租赁板块延续强势；恒生科技指数涨超1% 中国基金报记者 张舟 大家好！今天是周五了，来一起关注最新的市场行情和资讯～ 2月27日上午，A股三大指数集体回调。 从市场结构看，半导体、通信设备、电子元器件、软饮料、建材跌幅居前；有色金属板块强势拉升，钨概念股爆发，算力租赁、云计算等板块逆市上涨。 截至午间收盘，沪指报4139.53点，跌0.17%；深证成指跌0.68%，创业板指跌1.46%，科创综指跌0.52%，北证50跌0.74%。 | 上证指数 | 深证成指 | 科创综指 | | --- | --- | --- | | 4139.53 | 14405.76 | 1833.62 | | -7.11 -0.17% -98.03 -0.68% -9.58 -0.52% | | | | 万得全A | 创业板指 | 北证50 | | 6900.10 | 3296.23 | 1533.56 | | -14.29 -0.21% -48.76 -1.46% -11.36 -0.74% | | | | 沪深300 | 中证500 | 中证A500 | | 4693.19 | 8573.46 | 59 ...

| 名称 | 现价 | 涨跌幅÷ | | | --- | --- | --- | --- | | 翔鹭钨业 | 41.56 | 10.01% | 0.00% | | 002842.SZ | | | | | 章源钨业 | 40.60 | 10.00% | 0.00% | | 002378.SZ | | | | | 中稀有色 | 102.08 | 10.00% | 0.00% | | 600259.SH | | | | | 厦门钨业 | 69.00 | 8.20% | 0.00% | | 600549.SH | | | | | 中钨高新 | 64.68 | 7.44% | 0.26% | | 000657.SZ | | | | | 洛阳铜业 | 23.46 | 1.87% | -0.09% | | 603993.SH | | | | 消息面上，章源钨业上调2026年2月下半月长单采购报价。另据智通财经报道，自2025年以来，全球钨产业链供需失衡加剧，叠加政策管控、需求爆发等 多重因素，钨粉、钴粉、碳化钨粉价格开启持续暴涨模式，屡创历史新高。据中钨在线数据统计，截至2月25日，钨粉已达1800元/公斤，1个月内钨粉 ...

Group 1 - The non-ferrous metal industry index decreased by 5.42% over the past two weeks, underperforming the CSI 300 index and ranking 28th among 31 Shenwan first-level industries [1] - Precious metals, energy metals, minor metals, industrial metals, and new metal materials all experienced varying degrees of decline, with energy metals dropping the most at 11.47% [1] Group 2 - As of February 6, COMEX gold closed at $4,988.60 per ounce, showing a slight increase of 0.11% over the past two weeks, while COMEX silver fell by 24.92% to $77.53 per ounce [2] - LME copper settled at $12,840.00 per ton, down 0.62%, and domestic copper averaged 99,560 yuan per ton, down 1.68% [2] - The price of black tungsten concentrate increased by 25.09% to 673,000 yuan per ton, while lithium carbonate dropped by 21.35% to 134,500 yuan per ton [2] Group 3 - The Shanghai Futures Exchange is seeking public opinion on the revision of lead futures contract rules, proposing to include recycled lead ingots as alternative delivery products, aligning with the green and low-carbon transition of the non-ferrous metal industry [3] - The new national standard for recycled lead will be implemented on March 1, 2026, enhancing risk management capabilities and promoting the development of a circular economy in the industry [3]

Group 1 - The core viewpoint of the article highlights the positive market sentiment driven by spot gold returning to $5,000, leading to significant activity in the non-ferrous metals sector, particularly the Huabao ETF (159876), which saw a price increase of 2.07% on February 9 [1][7] - The Huabao ETF includes leading companies in the non-ferrous metals industry, with notable stocks such as Shenghe Resources and Hunan Silver reaching their daily price limits, while silver and rare earth stocks also experienced substantial gains [1][7] - The article emphasizes the ongoing bullish trend in the rare earth market, with prices for praseodymium and neodymium rising significantly, indicating a tightening supply and increasing demand in emerging sectors [10] Group 2 - The People's Bank of China has increased its gold reserves for 15 consecutive months, with the latest figures showing reserves of 7.419 million ounces as of January 2026, which is expected to support gold prices [10] - The article discusses the structural demand for commodities driven by AI computing expansion and energy transition, suggesting that the market for related resource stocks is likely to continue its upward trajectory after a short-term adjustment [10] - The Huabao ETF and its linked funds provide comprehensive coverage of various metals, including copper, aluminum, gold, rare earths, and lithium, making it an efficient tool for investors looking to gain exposure to the non-ferrous metals sector [10]

Core Viewpoint - The resurgence of spot gold prices above $5,000 has boosted market sentiment, leading to significant activity in the non-ferrous metals sector, particularly with the Huabao ETF [1] Group 1: Market Performance - The Huabao non-ferrous ETF (159876) saw a high level of activity, with intraday prices rising by 2.5% and closing up by 2.07% [1] - Key constituent stocks such as Shenghe Resources and Hunan Silver reached their daily limit, while other stocks like Silver Nonferrous and China Rare Earth saw increases of over 8% and 6%, respectively [1] Group 2: Industry Trends - The People's Bank of China has increased its gold reserves for 15 consecutive months, with reserves reaching 7.419 million ounces by the end of January 2026, up from 7.415 million ounces in December 2025 [3] - The price of light rare earths has been on the rise, with praseodymium and neodymium prices increasing by 5,000 yuan/ton to 925,000 yuan/ton, and praseodymium oxide prices rising by 7,500 yuan/ton to 752,500 yuan/ton [3] - The demand for gold from central banks is expected to provide a strong support for gold prices, while the ongoing rise in rare earth prices is anticipated to bolster the profitability of the industry [3] Group 3: Investment Opportunities - The Huabao non-ferrous ETF and its linked funds cover a wide range of sectors including copper, aluminum, gold, rare earths, and lithium, allowing investors to capture the beta performance across different economic cycles [3] - The ETF serves as an efficient tool for investors looking to gain exposure to the non-ferrous metals sector, being a financing and margin trading target [3]

Core Viewpoint - The rare earth permanent magnet sector is experiencing significant price increases, with specific companies seeing substantial stock price movements due to rising market prices for light rare earth elements [1] Group 1: Market Performance - The rare earth permanent magnet concept has seen a surge, with Shenghe Resources hitting the daily limit up [1] - Other companies such as China Rare Earth, Northern Rare Earth, and Zhongke Magnetic Materials also experienced stock price increases [1] Group 2: Price Movements - On February 6, the domestic light rare earth market prices rose, with praseodymium and neodymium metal prices increasing by 5,000 yuan per ton to 925,000 yuan per ton [1] - The price of praseodymium and neodymium oxide rose by 7,500 yuan per ton to 752,500 yuan per ton [1]

Valuation Summary - The overall valuation of A-shares as of January 23, 2026, shows the CSI All Share (excluding ST) PE at 22.7x and PB at 1.9x, positioned at the historical 83rd and 52nd percentiles respectively [2] - The Shanghai Stock Exchange 50 PE is at 11.5x and PB at 1.3x, at the historical 58th and 36th percentiles [2] - The CSI 300 PE is at 14.1x and PB at 1.5x, at the historical 63rd and 37th percentiles [2] - The CSI 500 PE is at 38.9x and PB at 2.7x, at the historical 71st and 63rd percentiles [2] - The CSI 1000 PE is at 51.5x and PB at 2.7x, at the historical 74th and 61st percentiles [2] - The National Index 2000 PE is at 64.1x and PB at 3.0x, at the historical 79th and 71st percentiles [2] - The ChiNext Index PE is at 43.0x and PB at 5.8x, at the historical 42nd and 68th percentiles [2] - The Sci-Tech 50 PE is at 180.4x and PB at 6.9x, at the historical 98th and 83rd percentiles [2] Industry Valuation Comparison - Industries with PE valuations above the historical 85th percentile include Real Estate, Automation Equipment, Retail, Chemical Pharmaceuticals, Electronics (Semiconductors), and IT Services [2] - Industries with PB valuations above the historical 85th percentile include Defense and Military, Electronics (Semiconductors), and Communications [2] - Industries with both PE and PB valuations below the historical 15th percentile include Aquaculture and White Goods [2] Industry Sentiment Tracking New Energy - In the photovoltaic sector, downstream spot prices continue to rise, while upstream polysilicon futures prices fell by 10.8% [2] - Battery materials show mixed trends, with cobalt prices down by 3.7% and lithium carbonate prices up by 9.8% [2] Technology TMT - The Philadelphia Semiconductor Index rose by 0.4%, and the Taiwan Semiconductor Index increased by 2.3% [3] - The DRAM price index increased by 3.0%, while NAND prices surged by 10.8% [3] Real Estate Chain - The average price of rebar fell by 1.3%, while iron ore prices decreased by 2.2% [3] - National commercial housing sales area decreased by 8.7% year-on-year, with real estate development investment down by 17.2% [3] Consumer Sector - The average price of live pigs increased by 1.5%, while pork wholesale prices rose by 2.1% [3] - Retail sales growth for 2025 is projected at 3.7%, with December's growth at 0.9%, below expectations [3] Midstream Manufacturing - Manufacturing investment grew by 0.6% year-on-year, while narrow infrastructure investment fell by 2.2% [3] - Heavy truck sales increased by 13.0% year-on-year in December, with a total annual growth of approximately 26% [3] Cyclical Industries - Brent crude oil futures closed up by 3.2% at $66.23 per barrel, influenced by geopolitical tensions [3] - The Baltic Dry Index rose by 12.4%, indicating increased shipping demand [3]

相关生产商有：中国稀土(000831)北方稀土(600111)江西铜业(600362)盛和资源(600392)厦门钨业 (600549)等。 据生意社监测，镨钕氧化物01月21日最新价格677500.00元/吨，最近10天上涨7.97%，15天上涨 11.07%，30天上涨14.35%，60天上涨23.74%。 据生意社监测，镨钕氧化物01月21日最新价格677500.00元/吨，最近10天上涨7.97%，15天上涨 11.07%，30天上涨14.35%，60天上涨23.74%。 相关生产商有：中国稀土(000831)北方稀土(600111)江西铜业(600362)盛和资源(600392)厦门钨业 (600549)等。 ...