159715 稀土
已收盘 04-15 15:00:00
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美股稀土概念股集体走高，United States Antimony涨超8%
老虎资讯综合 · 04-15 22:28
美股稀土概念股集体走高，United States Antimony涨超8%
标题：两大稀土巨头携手连续七季度提价！稀土ETF华泰柏瑞（516780）助力把握价格上行通道
新浪基金 · 04-15 14:53
标题：两大稀土巨头携手连续七季度提价！稀土ETF华泰柏瑞（516780）助力把握价格上行通道
第一大成份股业绩大超预期！借道稀土ETF华泰柏瑞（516780）把握稀土产业“涨价潮”机遇
新浪基金 · 04-14 14:59
第一大成份股业绩大超预期！借道稀土ETF华泰柏瑞（516780）把握稀土产业“涨价潮”机遇
北方稀土最新公告：一季度净利同比预增109%-118%主要稀土产品价格震荡上行
证券之星 · 04-13 17:04
北方稀土最新公告：一季度净利同比预增109%-118%主要稀土产品价格震荡上行
两大巨头提价，全球稀土供需缺口持续扩大，稀土ETF易方达（159715）配置逻辑强化
证券之星 · 04-13 11:23
两大巨头提价，全球稀土供需缺口持续扩大，稀土ETF易方达（159715）配置逻辑强化
单季提价44.61%！稀土双巨头突然宣布！
格隆汇 · 04-11
单季提价44.61%！稀土双巨头突然宣布！
中稀有色最新公告：一季度净利润同比预增217%-281%稀土产品业绩稳步提升
证券之星 · 04-10
中稀有色最新公告：一季度净利润同比预增217%-281%稀土产品业绩稳步提升
北方稀土最新公告：二季度稀土精矿交易价格调整为3.88万元/吨环比上涨约45%
证券之星 · 04-10
北方稀土最新公告：二季度稀土精矿交易价格调整为3.88万元/吨环比上涨约45%
包钢股份(600010.SH)拟将2026年第二季度稀土精矿关联交易价格调整为不含税38804元/吨
智通财经 · 04-10
包钢股份(600010.SH)拟将2026年第二季度稀土精矿关联交易价格调整为不含税38804元/吨
正海磁材：无重稀土钕铁硼磁体不在出口管制范围内
证券之星 · 04-10
正海磁材：无重稀土钕铁硼磁体不在出口管制范围内
商务部回应稀土出口管制：中美将通过经贸磋商机制保持沟通
智通财经网 · 04-09
商务部回应稀土出口管制：中美将通过经贸磋商机制保持沟通
金力永磁(06680)涨近6% 机构指稀土板块将继续演化估值业绩双升
金吾财讯 · 04-09
金力永磁(06680)涨近6% 机构指稀土板块将继续演化估值业绩双升
稀土ETF易方达（159715）标的指数逆势飘红，稀土长期需求预期进一步上修
证券之星 · 04-09
稀土ETF易方达（159715）标的指数逆势飘红，稀土长期需求预期进一步上修
稀土概念股普遍走强 五矿资源(01208)涨9.78% 机构指26年为重点标的同业竞争关键年
金吾财讯 · 04-08
稀土概念股普遍走强 五矿资源(01208)涨9.78% 机构指26年为重点标的同业竞争关键年
港股异动 | 金力永磁(06680)涨超7% 近日稀土价格企稳回升 机构看好板块估值业绩双升
智通财经 · 04-08
港股异动 | 金力永磁(06680)涨超7% 近日稀土价格企稳回升 机构看好板块估值业绩双升
国泰海通：关注宏观对金属价格走势核心影响 看好稀土战略资源投资价值
智通财经 · 04-07
国泰海通：关注宏观对金属价格走势核心影响 看好稀土战略资源投资价值
CBCX:稀土供应链重构加速与关键资源布局深化
市场资讯 · 04-03
CBCX:稀土供应链重构加速与关键资源布局深化
日本三菱材料将投资于美国一家稀土公司
金吾财讯 · 03-31
日本三菱材料将投资于美国一家稀土公司
【ETF动向】3月30日嘉实中证稀土产业ETF基金跌0.53%，份额减少7150万份
证券之星 · 03-31
【ETF动向】3月30日嘉实中证稀土产业ETF基金跌0.53%，份额减少7150万份
稀土带动业绩大反转？华宏科技：实控人满仓质押，现金流失血难止！
市场资讯 · 03-26
稀土带动业绩大反转？华宏科技：实控人满仓质押，现金流失血难止！
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22:28","pubTimestamp":1776263332,"startTime":"0","endTime":"0","summary":"4月15日，美股稀土概念股集体走高，$United States Antimony(UAMY)$涨超8%，Energy Fuels、$USA Rare Earth(USAR)$涨超6%，Critical Metals、MP 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在稀土行业供需格局持续趋紧的背景下，稀土市场正迎来新一轮价格上涨。2026年4月10日，行业两大巨头同步上调二季度稀土精矿关联交易价格，环比涨幅达44.61%。值得关注的是，自2024年第四季度以来，两家巨头的稀土精矿交易价格已连续七个季度调升，涨价趋势持续强化。在此背景下，人气产品——稀土ETF华泰柏瑞本周以来连续获资金增持，最新规模达30.06亿元，流动性优势较突出。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/marketresearch/2026-04-15/doc-inhuqfuw4109204.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["SETM","516780","REMX","159715"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627901054","title":"第一大成份股业绩大超预期！借道稀土ETF华泰柏瑞（516780）把握稀土产业“涨价潮”机遇","url":"https://stock-news.laohu8.com/highlight/detail?id=2627901054","media":"新浪基金","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2627901054?lang=zh_cn&edition=full","pubTime":"2026-04-14 14:59","pubTimestamp":1776149940,"startTime":"0","endTime":"0","summary":"昨日，稀土行业龙头企业披露2025年度业绩快报，公司归母净利润同比大幅增长超124%，盈利表现显著超预期。与此同时，4月10日行业内两大核心企业同步上调二季度稀土精矿关联交易价格，延续了此前持续上行的价格趋势。 2025年产品年度报告显示，截至2025年12月31日，稀土ETF华泰柏瑞持有人户数达到6.03万户，是同期市场仅有的持有人户数超5万户的稀土主题ETF。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/money/fund/jjh/2026-04-14/doc-inhunavy1594529.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["SETM","159715","516780","REMX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627435068","title":"北方稀土最新公告：一季度净利同比预增109%-118%主要稀土产品价格震荡上行","url":"https://stock-news.laohu8.com/highlight/detail?id=2627435068","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2627435068?lang=zh_cn&edition=full","pubTime":"2026-04-13 17:04","pubTimestamp":1776071093,"startTime":"0","endTime":"0","summary":"北方稀土公告称，预计2026年第一季度实现归属于上市公司股东的净利润9亿元-9.4亿元，同比增加109.14%-118.43%。2026年第一季度，稀土市场整体呈走强态势，主要稀土产品价格震荡上行。稀土金属、磁性材料销量稳步提升，实现磁材头部企业全覆盖。稀土绿色冶炼升级改造项目一期已投产，产线全线贯通；二期主工艺厂房主体结构完成，正在进行内部施工及设备招采。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026041300021724.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0183","BK0028","BK0182","600111","BK0196","BK0233","BK0084","BK0188","159715"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627485626","title":"两大巨头提价，全球稀土供需缺口持续扩大，稀土ETF易方达（159715）配置逻辑强化","url":"https://stock-news.laohu8.com/highlight/detail?id=2627485626","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2627485626?lang=zh_cn&edition=full","pubTime":"2026-04-13 11:23","pubTimestamp":1776050590,"startTime":"0","endTime":"0","summary":"截至10:43，中证稀土产业指数上涨1.2%，指数成份股中，焦作万方涨停，包钢股份涨超6%，有研新材涨超3%。消息面上，北方稀土与包钢股份公告上调2026年第二季度稀土精矿关联交易价格，较一季度上调11970元/吨，环比涨幅44.61%，创2023年定价机制改革以来最大单季涨幅，并开启连续第七个季度的价格上调周期。中信证券预计，2026年起全球稀土供需缺口或持续扩大，稀土价格有望稳中有进，氧化镨钕价格中枢有望抬升至60万至80万元/吨区间。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://fund.stockstar.com/SS2026041300009866.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["159715","159713"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626598123","title":"单季提价44.61%！稀土双巨头突然宣布！","url":"https://stock-news.laohu8.com/highlight/detail?id=2626598123","media":"格隆汇","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2626598123?lang=zh_cn&edition=full","pubTime":"2026-04-11 17:26","pubTimestamp":1775899594,"startTime":"0","endTime":"0","summary":"2026年供需缺口持续扩大","market":"sh","thumbnail":"https://img3.gelonghui.com/86e32-f7a6f5ab-2647-4908-96b1-80652a343937.jpg?guru_height=3264&guru_width=5824&guru_size=2335524","type":0,"news_type":0,"thumbnails":["https://img3.gelonghui.com/86e32-f7a6f5ab-2647-4908-96b1-80652a343937.jpg?guru_height=3264&guru_width=5824&guru_size=2335524"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/4376924","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"gelonghui_highlight","symbols":["BK0183","BK0028","BK0212","BK0182","SETM","BK0000","BK0196","BK0201","BK0084","600010","BK0233","600111","BK0012","BK0188","159715","REMX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626633191","title":"中稀有色最新公告：一季度净利润同比预增217%-281%稀土产品业绩稳步提升","url":"https://stock-news.laohu8.com/highlight/detail?id=2626633191","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2626633191?lang=zh_cn&edition=full","pubTime":"2026-04-10 18:39","pubTimestamp":1775817587,"startTime":"0","endTime":"0","summary":"中稀有色(600259.SH)公告称，预计2026年第一季度实现归属于上市公司股东的净利润为1.50亿元-1.80亿元，同比增加217.32%-280.78%。一季度稀土市场行情整体上涨，公司强化市场研判，并进一步统筹稀土业务采购及销售协同，稀土产品业绩稳步提升，实现预期利润。同时持续加强亏损企业治理，亏损企业同比实现减亏。公司参股企业大宝山公司保持稳产高产，铜硫钨产品产销量及价格均实现同比增长，企业盈利增加。以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026041000033779.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["600259","159715"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626933131","title":"北方稀土最新公告：二季度稀土精矿交易价格调整为3.88万元/吨环比上涨约45%","url":"https://stock-news.laohu8.com/highlight/detail?id=2626933131","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2626933131?lang=zh_cn&edition=full","pubTime":"2026-04-10 16:54","pubTimestamp":1775811265,"startTime":"0","endTime":"0","summary":"北方稀土(600111.SH)公告称，根据稀土精矿定价方法及2026年第一季度稀土氧化物价格，经测算并经公司2026年第6次总经理办公会审议通过，2026年第二季度稀土精矿交易价格调整为不含税38804元/吨（干量，REO=50%），REO每增减1%、不含税价格增减776.08元/吨。注：北方稀土1月9日公告，一季度稀土精矿交易价格调整为不含税26834元/吨，据此估算，此次价格环比上涨约45%。以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。相关 ETF","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026041000028176.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["600111","159715","BK0182","BK0183","BK0188","BK0233","BK0084","BK0028","BK0196"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626491167","title":"包钢股份(600010.SH)拟将2026年第二季度稀土精矿关联交易价格调整为不含税38804元/吨","url":"https://stock-news.laohu8.com/highlight/detail?id=2626491167","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2626491167?lang=zh_cn&edition=full","pubTime":"2026-04-10 15:52","pubTimestamp":1775807555,"startTime":"0","endTime":"0","summary":"智通财经APP讯，包钢股份(600010.SH)发布公告，按照计算公式和2026年第一季度稀土氧化物市场价格计算，公司拟将2026年第二季度稀土精矿关联交易价格调整为不含税38804元/吨(干量，REO=50%)，REO每增减1%、不含税价格增减766.08元/吨。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1427030.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["REMX","BK0000","BK0012","600010","BK0196","SETM","159715","BK0028","BK0183","BK0212","BK0188","BK0201"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626181163","title":"正海磁材：无重稀土钕铁硼磁体不在出口管制范围内","url":"https://stock-news.laohu8.com/highlight/detail?id=2626181163","media":"证券之星","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2626181163?lang=zh_cn&edition=full","pubTime":"2026-04-10 11:45","pubTimestamp":1775792707,"startTime":"0","endTime":"0","summary":"证券之星消息，正海磁材04月10日在投资者关系平台上答复投资者关心的问题。无重稀土钕铁硼磁体不在出口管制范围内。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026041000017499.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["159715","BK0028","300224","BK0084","BK0235","BK0014"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626901466","title":"商务部回应稀土出口管制：中美将通过经贸磋商机制保持沟通","url":"https://stock-news.laohu8.com/highlight/detail?id=2626901466","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2626901466?lang=zh_cn&edition=full","pubTime":"2026-04-09 15:27","pubTimestamp":1775719642,"startTime":"0","endTime":"0","summary":"商务部9日举行例行新闻发布会。","market":"sg","thumbnail":"https://img.zhitongcaijing.com/image/20260409/20260409152756_46464.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","type":0,"news_type":0,"thumbnails":["https://img.zhitongcaijing.com/image/20260409/20260409152756_46464.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1426472.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"highlight_zhitongcaijin","symbols":["REMX","159715","SETM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626090150","title":"金力永磁(06680)涨近6% 机构指稀土板块将继续演化估值业绩双升","url":"https://stock-news.laohu8.com/highlight/detail?id=2626090150","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2626090150?lang=zh_cn&edition=full","pubTime":"2026-04-09 15:21","pubTimestamp":1775719304,"startTime":"0","endTime":"0","summary":"金吾财讯 | 金力永磁(06680)股价走高，截至发稿，报21.84港元，涨5.7%，成交额1.96亿港元。国金证券表示，3.23-4.3当期，氧化镨钕本期价格为75.31万元/吨，环比上涨7.16%。从年初至今来看，价格中枢不断上抬，该机构认为或与2024-2025年发布的供给侧文件相关性较大，行业供改持续推进。2025年出口全年同比-1%、2026年初至今出口增加显著，表明海外仍有较大补库需求。稀土板块将继续演化估值业绩双升，2026年亦为重点标的同业竞争解决的关键一年。","market":"nz","thumbnail":"https://static.szfiu.com/news/20241108/MGQ5MWNhYjgxMjA0ZDU3OGI4Y2EzYTk1OWIyNGM1NTg2NTUyNjEzMTk5Ng==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MGQ5MWNhYjgxMjA0ZDU3OGI4Y2EzYTk1OWIyNGM1NTg2NTUyNjEzMTk5Ng==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1978512","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1116","300748","SETM","06680","159715","BK0235","REMX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626906441","title":"稀土ETF易方达（159715）标的指数逆势飘红，稀土长期需求预期进一步上修","url":"https://stock-news.laohu8.com/highlight/detail?id=2626906441","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2626906441?lang=zh_cn&edition=full","pubTime":"2026-04-09 14:39","pubTimestamp":1775716748,"startTime":"0","endTime":"0","summary":"截至14:20，中证稀土产业指数上涨0.6%，指数成份股中，华宏科技涨停，英洛华涨超7%，中稀有色、中国铝业涨超4%。中证稀土产业指数聚焦稀土产业链核心环节，覆盖从采选、冶炼到精深加工及下游应用的龙头企业。稀土ETF易方达管理费率仅为0.15%/年，为同类中最低一档，为投资者提供了布局稀土产业的低成本工具。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://fund.stockstar.com/SS2026040900018515.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["159715","159713"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625913476","title":"稀土概念股普遍走强 五矿资源(01208)涨9.78% 机构指26年为重点标的同业竞争关键年","url":"https://stock-news.laohu8.com/highlight/detail?id=2625913476","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2625913476?lang=zh_cn&edition=full","pubTime":"2026-04-08 15:27","pubTimestamp":1775633271,"startTime":"0","endTime":"0","summary":"金吾财讯 | 稀土概念股普遍走强，五矿资源 涨9.78%，江西铜业股份涨8.16%，金力永磁涨7.89%，中铝国际涨6.67%，新疆新鑫矿业涨6.13%，金风科技涨5.01%，中国宝力科技涨5.00%，中国铝业涨4.65%。另据国际能源署统计，从2015年到2024年，全球对钕、镨、镝等稀土元素的需求量10年间几乎翻了一番。稀土板块将继续演化估值业绩双升，2026年亦为重点标的同业竞争解决的关键一年。","market":"fut","thumbnail":"https://static.szfiu.com/news/20241108/OTEzM2QyMzQzMjc2MzA3OTk2MA==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/OTEzM2QyMzQzMjc2MzA3OTk2MA==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1978393","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1526","BK1175","02600","LU1808992512.USD","03833","BK1558","BK1116","00164","HK0000286598.CNH","LU0405327148.USD","06680","BK1190","BK1148","02208","01208","00358","LU0405327494.USD","02068","159715","BK1205","BK1568","BK1193","BK1592","SETM","BK1206","BK1594","BK1513","BK1505","BK1546","SG9999002950.SGD","REMX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625996554","title":"港股异动 | 金力永磁(06680)涨超7% 近日稀土价格企稳回升 机构看好板块估值业绩双升","url":"https://stock-news.laohu8.com/highlight/detail?id=2625996554","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2625996554?lang=zh_cn&edition=full","pubTime":"2026-04-08 10:41","pubTimestamp":1775616081,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，金力永磁涨超7%，截至发稿，涨7.68%，报20.74港元，成交额6618.4万港元。消息面上，近日稀土价格企稳回升，镨钕氧化物价格上涨至75万元/吨上方。国投证券认为，预计4月上旬包钢将上调稀土精矿价格，能源危机可能催化内外需求超预期，新一轮补库可能在二季度启动，看好26年稀土中枢价格上涨。稀土板块将继续演化估值业绩双升，2026年亦为重点标的同业竞争解决的关键一年。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1425745.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1116","BK0235","REMX","300748","159715","SETM","06680","BK4585","BK4588","VXUS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625980302","title":"国泰海通：关注宏观对金属价格走势核心影响 看好稀土战略资源投资价值","url":"https://stock-news.laohu8.com/highlight/detail?id=2625980302","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2625980302?lang=zh_cn&edition=full","pubTime":"2026-04-07 14:51","pubTimestamp":1775544693,"startTime":"0","endTime":"0","summary":"中长期展望来看，该行持续看好稀土作为关键战略资源的投资价值。在供需紧平衡的状况下，供需平衡表很重要，但更需关注宏观对金属价格走势的核心影响，货币政策、宏观预期、地缘博弈与供给扰动将成为胜负手。进入4月，密切关注津巴布韦的出口政策对碳酸锂供给的扰动。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1425410.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK0188","BK0201","XME","02611","BK0184","601211","BK0012","SETM","BK1564","BK0276","BK4535","BK0028","REMX","BK0183","BK1147","159715"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2624365474","title":"CBCX:稀土供应链重构加速与关键资源布局深化","url":"https://stock-news.laohu8.com/highlight/detail?id=2624365474","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2624365474?lang=zh_cn&edition=full","pubTime":"2026-04-03 19:05","pubTimestamp":1775214300,"startTime":"0","endTime":"0","summary":"4月3日，CBCX表示，长期以来全球供应链被视为稳定可靠的基础，但这一前提正在发生根本性变化。CBCX认为，随着关键资源供应出现结构性约束，产业链安全正逐步成为影响相关行业发展的核心变量之一。 综合来看，CBCX认为，当前资源供应链正在经历从全球依赖向区域化、多元化转型的关键阶段。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/money/future/roll/2026-04-03/doc-inhtfkwu0301110.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["SETM","159715","REMX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2623330491","title":"日本三菱材料将投资于美国一家稀土公司","url":"https://stock-news.laohu8.com/highlight/detail?id=2623330491","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2623330491?lang=zh_cn&edition=full","pubTime":"2026-03-31 16:35","pubTimestamp":1774946111,"startTime":"0","endTime":"0","summary":"金吾财讯 | 据相关报道，日本金属生产商三菱材料株式会社将收购美国印第安纳州ReElement Technologies Corp.的股份，旨在使稀土成为自己核心业务之一。三菱材料周二在声明中表示，该公司计划通过承购和加工协议与这家美国回收公司合作。执行董事高柳喜弘在东京举行的记者会上表示，持股比例仅占这家美国公司的一小部分，但没有透露更多细节。社长田中彻也表示，稀土有望成为铜和钨之后公司第三大支柱产业。","market":"us","thumbnail":"https://static.szfiu.com/news/20210625/YzM0ZmE0OGYyYmI1ZTk0YjVmZmU4ZTU4MTIzMDA2MDU4MDg=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210625/YzM0ZmE0OGYyYmI1ZTk0YjVmZmU4ZTU4MTIzMDA2MDU4MDg=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"298576","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["REMX","159715"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2623322250","title":"【ETF动向】3月30日嘉实中证稀土产业ETF基金跌0.53%，份额减少7150万份","url":"https://stock-news.laohu8.com/highlight/detail?id=2623322250","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2623322250?lang=zh_cn&edition=full","pubTime":"2026-03-31 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18:12","pubTimestamp":1774519920,"startTime":"0","endTime":"0","summary":" 财务脆弱，警钟长鸣。 资本市场从来不缺跨界玩家，但能连续踩中周期并在不同赛道反复横跳的，华宏科技绝对算一个。 熬过了商誉爆雷与业绩阵痛，得益于稀土景气度回归，华宏科技在2025年交出了一份亮眼的翻身业绩。 2025年，华宏科技归属于上市公司股东的净利润预计为1.9至2.6亿元，成功实现年度经营业绩大幅扭亏为盈。 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