159715 稀土
已收盘 07-14 15:00:00
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美股异动 | 稀土概念股走强 MP Materials(MP.US)涨超6%
智通财经 · 14:24
美股异动 | 稀土概念股走强 MP Materials(MP.US)涨超6%
【稀土要闻】二期开工！北方稀土绿色冶炼升级改造项目建设有新进展
市场资讯 · 11:52
【稀土要闻】二期开工！北方稀土绿色冶炼升级改造项目建设有新进展
7.14：今日稀土价大涨！北方稀土成交额超100亿
SMM稀土 · 06:45
7.14：今日稀土价大涨！北方稀土成交额超100亿
海关总署：中国首6月累计出口稀土32569.2吨 同比增长11.9%
金吾财讯 · 03:25
海关总署：中国首6月累计出口稀土32569.2吨 同比增长11.9%
广晟有色股价下跌5.00% 稀土价格企稳预期强化但资金博弈加剧
智选洞察 · 02:15
广晟有色股价下跌5.00% 稀土价格企稳预期强化但资金博弈加剧
A股稀土永磁概念股活跃，三川智慧涨超10%，卧龙新能、华宏科技、金田股份、京运通涨停，中色股份涨超5%，北方稀土涨超4%
格隆汇 · 01:48
A股稀土永磁概念股活跃，三川智慧涨超10%，卧龙新能、华宏科技、金田股份、京运通涨停，中色股份涨超5%，北方稀土涨超4%
稀土永磁板块表现活跃 京运通3连板
中国财富网 · 01:44
稀土永磁板块表现活跃 京运通3连板
盛和资源涨5.00% 稀土价格上涨及资金流入推动
智选洞察 · 01:33
盛和资源涨5.00% 稀土价格上涨及资金流入推动
A股早评：沪指涨0.09% 贵金属、稀土永磁概念高开
格隆汇资讯 · 01:32
A股早评：沪指涨0.09% 贵金属、稀土永磁概念高开
包钢股份涨5.26% 稀土精矿连续提价叠加资金热捧
智选洞察 · 01:30
包钢股份涨5.26% 稀土精矿连续提价叠加资金热捧
【三大指数小幅高开】上证指数高开0.09%，深证成指高开0.09%，创业板指高开0.02%。贵金属、稀土板块涨幅居前；保险、中船系板块调整。
金融界 · 01:26
【三大指数小幅高开】上证指数高开0.09%，深证成指高开0.09%，创业板指高开0.02%。贵金属、稀土板块涨幅居前；保险、中船系板块调整。
争光股份：离子交换与吸附树脂产品已应用于稀土分离提取
金融界 · 00:40
争光股份：离子交换与吸附树脂产品已应用于稀土分离提取
听风辩势∣稀土永磁--有望迎来业绩、估值双击
国金证券第5小时 · 07-13 22:58
听风辩势∣稀土永磁--有望迎来业绩、估值双击
稀土永磁主线强势领跑！北方稀土作为行业绝对龙头，或成资金抢筹对象
粒场 · 07-13 08:03
稀土永磁主线强势领跑！北方稀土作为行业绝对龙头，或成资金抢筹对象
每周股票复盘：包钢股份（600010）大宗交易频繁及稀土精矿价格调整
证券之星 · 07-12 17:02
每周股票复盘：包钢股份（600010）大宗交易频繁及稀土精矿价格调整
宁波科星申请无重稀土高矫顽力R-T-B磁体制造方法专利，在不添加重稀土的基础上获得矫顽力HcJ大于23kOe的无重稀土高矫顽力R-T-B磁体
金融界 · 07-12 12:32
宁波科星申请无重稀土高矫顽力R-T-B磁体制造方法专利，在不添加重稀土的基础上获得矫顽力HcJ大于23kOe的无重稀土高矫顽力R-T-B磁体
涨价！稀土永磁涨停潮 2025业绩预测高增长股一览
东方财富研究中心 · 07-12 08:15
涨价！稀土永磁涨停潮 2025业绩预测高增长股一览
稀土钢冷轧板材厂：调结构提效率抢市场 跑出“加速度”
包钢股份 · 07-11
稀土钢冷轧板材厂：调结构提效率抢市场 跑出“加速度”
北方稀土股价上涨10% 稀土精矿价格环比上调1.5%
金融界 · 07-11
北方稀土股价上涨10% 稀土精矿价格环比上调1.5%
杭华股份：公司研发用于有机稀土发光材料的配位材料 可初步解决有机稀土发光材料光转换效率低的问题
互动易 · 07-11
杭华股份：公司研发用于有机稀土发光材料的配位材料 可初步解决有机稀土发光材料光转换效率低的问题
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MP Materials(MP.US)涨超6%","url":"https://stock-news.laohu8.com/highlight/detail?id=2551829711","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2551829711?lang=zh_cn&edition=full","pubTime":"2025-07-14 22:24","pubTimestamp":1752503069,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，周一，稀土概念股走强，延续近期涨势。截至发稿，NioCorp Development涨超16%，USA Rare Earth涨超6.4%，MP Materials涨超6%。消息面上，此前美国稀土生产商MP Materials表示，美国国防部将购买公司价值4亿美元的优先股，持股比例约15%，一跃成为MP Materials的最大股东。预计在未来10年的时间里，MP 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19:52","pubTimestamp":1752493921,"startTime":"0","endTime":"0","summary":"近日，北方稀土绿色冶炼升级改造项目二期工程正式开工。走进施工现场，机声隆隆、热潮涌动，大型机械高效运转，施工人员干劲十足，标志着这一全球规模最大的稀土冶炼分离项目迈入新的建设阶段。二期工程的顺利开工，将进一步夯实北方稀土的原料保障优势，为“两个稀土基地”建设提供关键支撑，为稀土行业向高端化、智能化、绿色化转型注入强劲动能。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025071419520597a5a1e2&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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14:45","pubTimestamp":1752475532,"startTime":"0","endTime":"0","summary":"稀土速报SMM消息面：7月14日，稀土永磁概念股维持强势，华宏科技2连板，卧龙新能、京运通涨停，奔朗新材、包钢股份、北方稀土、久吾高科、中色股份、北矿科技等多股涨超5%。截至11:15，北方稀土成交额达100亿元，涨超1%。SMM现货日评：今日稀土市场价格明显上调。目前，稀土市场价格出现明显上涨，主要体现在轻稀土市场。预计短期内，受供应紧缺和消息面推动，稀土价格将持续上行。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250714144744a6a800a9&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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10:15","pubTimestamp":1752459317,"startTime":"0","endTime":"0","summary":"广晟有色股价大幅下跌，最新价55.27元/股，跌幅达5.00%。资金博弈加剧估值分歧近期广晟有色股价波动明显，7月11日单日涨幅超5%，但7月14日早盘振幅达6.38%。资源禀赋构筑价值中枢长期看，广晟有色掌握广东省全部稀土采矿权，2025年一季度净利润同比激增115%，产能利用率提升至85%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250714101519a448b873&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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09:48","pubTimestamp":1752457703,"startTime":"0","endTime":"0","summary":"格隆汇7月14日｜A股市场稀土股表现活跃，其中，三川智慧(300066)涨超10%，卧龙新能、华宏科技(002645)、金田股份、京运通(601908)涨停，中色股份(000758)涨超5%，包钢股份(600010)、焦作万方(000612)、中矿资源(002738)、北方稀土(600111)涨超4%。消息面上，北方稀土、包钢股份近日宣布上调第三季度稀土精矿价格为不含税19109元/吨，环比上涨1.5%。此外，北方稀土此前宣布预计上半年扣非净利预增超55倍，广晟有色(600259)预计上半年净利7000万元-8500万元，同比扭亏为盈。（责任编辑：宋政 HN002）","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025071409513497a50552&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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京运通3连板","url":"https://stock-news.laohu8.com/highlight/detail?id=2551927045","media":"中国财富网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2551927045?lang=zh_cn&edition=full","pubTime":"2025-07-14 09:44","pubTimestamp":1752457456,"startTime":"0","endTime":"0","summary":"7月14日，稀土永磁板块表现活跃，京运通3连板，卧龙新能竞价涨停，三川智慧、华宏科技、包钢股份等集体高开。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250714100027a448b006&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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09:33","pubTimestamp":1752456834,"startTime":"0","endTime":"0","summary":"盛和资源股价大幅上涨，最新价15.74元/股，涨跌幅为5.00%。这一消息直接利好稀土产业链，盛和资源作为行业重要参与者，受益于价格上涨预期。公司业绩表现盛和资源2025年一季度净利润同比增长178.09%，毛利率提升至7.98%。缅甸矿恢复进口可能冲击国内中重稀土溢价，Ngualla项目前期亏损可能拖累2026年业绩，稀土价格若长期低迷可能削弱产能扩张的经济性。总之，盛和资源近期股价异动主要受资金流入、行业利好消息和公司业绩改善的推动。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250714093655a6a77f95&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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09:32","pubTimestamp":1752456734,"startTime":"0","endTime":"0","summary":"A股三大指数小幅高开，沪指涨0.09%报3513.25点，深证成指涨0.09%，创业板指涨0.02%。盘面上，贵金属板块高开，盛达资源、湖南白银涨超5%，中金黄金涨超4%，现货白银站上38美元/盎司，创逾13年来新高；稀土永磁概念继续活跃，卧龙新能、京运通涨停，此前两大稀土巨头宣布提价；券商股普涨，国联民生、中银证券涨超7%。(格隆汇)","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025071409322295416b66&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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稀土精矿连续提价叠加资金热捧","url":"https://stock-news.laohu8.com/highlight/detail?id=2551922088","media":"智选洞察","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2551922088?lang=zh_cn&edition=full","pubTime":"2025-07-14 09:30","pubTimestamp":1752456641,"startTime":"0","endTime":"0","summary":"包钢股份早盘股价大幅上涨，最新价2.20元，涨幅达5.26%。产品调价与资金共振推升热度包钢股份近日净流入与稀土精矿连续调价直接相关。资源禀赋与战略转型构筑估值锚长期来看，包钢股份的核心竞争力在于全球最大的稀土精矿产能及资源掌控力。公司年产45万吨稀土精矿，2025年关联销售金额预计突破106亿元，同比增长39%。财务结构持续优化，资产负债率实现三连降至59.72%，高端稀土钢占比提升至38%，产品结构改善助力毛利率修复。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250714093430a448a18c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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09:26","pubTimestamp":1752456369,"startTime":"0","endTime":"0","summary":"上证指数高开0.09%，深证成指高开0.09%，创业板指高开0.02%。贵金属、稀土板块涨幅居前；保险、中船系板块调整。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/07/14092651666957.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":"jinrongjie_stock","symbols":["000001.SH","399001","159715","399006"],"gpt_icon":0},{"id":"2551921591","title":"争光股份：离子交换与吸附树脂产品已应用于稀土分离提取","url":"https://stock-news.laohu8.com/highlight/detail?id=2551921591","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2551921591?lang=zh_cn&edition=full","pubTime":"2025-07-14 08:40","pubTimestamp":1752453621,"startTime":"0","endTime":"0","summary":"金融界7月14日消息，有投资者在互动平台向争光股份提问：您好，作为股东时刻关注着公司的成长与发展，请问公司产品是否应已经应用到了稀土永磁领域？谢谢。公司回答表示：尊敬的投资者您好，目前公司离子交换与吸附树脂产品在湿法冶金领域的应用主要集中于钨、钼、钒、镓、铼等金属以及稀土的分离提取；游离态汞和贵重金属的分离、提纯化等。谢谢！\n\n\r\n 责任编辑：栎树","market":"hk","thumbnail":"","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.jrj.com.cn/2025/07/14084051665900.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":"jinrongjie_stock","symbols":["301092","159715","BK0229"],"gpt_icon":0},{"id":"2551925234","title":"听风辩势∣稀土永磁--有望迎来业绩、估值双击","url":"https://stock-news.laohu8.com/highlight/detail?id=2551925234","media":"国金证券第5小时","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2551925234?lang=zh_cn&edition=full","pubTime":"2025-07-14 06:58","pubTimestamp":1752447504,"startTime":"0","endTime":"0","summary":"稀土永磁--有望迎来业绩估值双击●●●缘 起●●●北方稀土中报预增5538.33%到5922.76%；北方稀土、包钢股份两大巨头宣布稀土提价；隔夜美股稀土概念股集体大涨。中长期供需缺口将逐年扩大有望推动基本面持续向好根据相关机构研报测算，2025至2027年镨钕氧化物的供需缺口为0.5%、-3.2%、-4.9%，未来全球镨钕氧化物市场供需缺口将逐年扩大，或将放大价格上涨弹性，稀土磁材企业有望迎来业绩、估值双击。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250714070020a448628d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:03","pubTimestamp":1752393792,"startTime":"0","endTime":"0","summary":"近期行业利好密集释放，供需格局持续优化，超跌后的反弹动能正在积聚！市场主线轮换中，稀土永磁赛道性价比凸显，北方稀土调整到位，新一轮拉升行情可期！核心逻辑如下：手握白云鄂博矿独家资源，轻稀土配额占比近70%，行业垄断地位无可撼动。下游新能源车、风电、机器人需求爆发，2025年磁材需求预计增30%+，业绩增长有强支撑。技术面已现底部信号，量能逐步放大，启动特征明显。作为国企龙头，叠加政策红利与定价权优势，上涨空间广阔。长按识别下方二维码即可获得稀土行业龙头","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250713160521a44794f1&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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01:02","pubTimestamp":1752339732,"startTime":"0","endTime":"0","summary":"截至2025年7月11日收盘，包钢股份报收于2.09元，较上周的1.81元上涨15.47%。本周，包钢股份7月11日盘中最高价报2.09元。本周共计1次涨停收盘，无跌停收盘情况。本周关注点交易信息汇总：包钢股份本周发生多笔大宗交易，总额超过450万元。公司公告汇总：包钢股份宣布2025年第三季度稀土精矿关联交易价格调整为不含税19109元/吨。- 7月10日，包钢股份发生了一笔180.5万元的大宗交易。此价格调整基于2025年第二季度稀土氧化物市场价格计算得出。","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://stock.stockstar.com/RB2025071300000009.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":"stockstar","symbols":["BK0196","BK0012","BK0212","BK0028","159715","BK0188","BK0201","600010","BK0183","BK0000"],"gpt_icon":0},{"id":"2550907119","title":"宁波科星申请无重稀土高矫顽力R-T-B磁体制造方法专利，在不添加重稀土的基础上获得矫顽力HcJ大于23kOe的无重稀土高矫顽力R-T-B磁体","url":"https://stock-news.laohu8.com/highlight/detail?id=2550907119","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2550907119?lang=zh_cn&edition=full","pubTime":"2025-07-12 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