159715 稀土
已收盘 08-03 15:00:00
资讯
新帖
简况
稀土供需格局有望改善，稀土ETF易方达（159715）标的指数涨超1%
证券之星 · 13:07
稀土供需格局有望改善，稀土ETF易方达（159715）标的指数涨超1%
战略小金属、稀土走强，有色金属ETF华夏(516650)持仓股中稀有色领涨5.60%
证券之星 · 10:38
战略小金属、稀土走强，有色金属ETF华夏(516650)持仓股中稀有色领涨5.60%
【券商聚焦】中信建投：稀土供给收缩 8 月中下旬迎备货行情
金吾财讯 · 09:06
【券商聚焦】中信建投：稀土供给收缩 8 月中下旬迎备货行情
稀土板块走强，稀土ETF易方达（159715）标的指数涨2%
证券之星 · 07-31
稀土板块走强，稀土ETF易方达（159715）标的指数涨2%
下游旺季备货催化板块上行，稀土ETF易方达（159715）标的指数涨超1%
证券之星 · 07-29
下游旺季备货催化板块上行，稀土ETF易方达（159715）标的指数涨超1%
美国宣布发现高品位富钇重稀土矿区，Diamond Creek项目公布最新勘探结果
IT之家 · 07-25
美国宣布发现高品位富钇重稀土矿区，Diamond Creek项目公布最新勘探结果
公司问答丨东方锆业：氧化钪可用于SOFC固体燃料电池领域 与其他稀土掺杂生产钪稳定氧化锆电解质
格隆汇 · 07-23
公司问答丨东方锆业：氧化钪可用于SOFC固体燃料电池领域 与其他稀土掺杂生产钪稳定氧化锆电解质
多条高景气赛道释放稀土需求增量，关注稀土ETF易方达（159715）配置价值
证券之星 · 07-23
多条高景气赛道释放稀土需求增量，关注稀土ETF易方达（159715）配置价值
美国稀土公司任命Serra Verde CEO Moraitis掌舵合并后公司
环球市场播报 · 07-20
美国稀土公司任命Serra Verde CEO Moraitis掌舵合并后公司
兴业证券：税务合规与新国标共振 稀土再生供给收缩
智通财经 · 07-20
兴业证券：税务合规与新国标共振 稀土再生供给收缩
有研新材（600206）披露关于转让稀土及国晶辉股权暨关联交易的议案，7月17日股价下跌9.0%
证券之星 · 07-17
有研新材（600206）披露关于转让稀土及国晶辉股权暨关联交易的议案，7月17日股价下跌9.0%
供需改善叠加AI赋能，稀土ETF易方达（159715）标的指数涨超2%
证券之星 · 07-14
供需改善叠加AI赋能，稀土ETF易方达（159715）标的指数涨超2%
有研新材最新公告：拟转让有研稀土45%股份及有研国晶辉51%股权予控股股东
证券之星 · 07-14
有研新材最新公告：拟转让有研稀土45%股份及有研国晶辉51%股权予控股股东
港股收评：恒指、恒科齐涨；有色板块领涨，半导体、稀土、CPO上涨；蔚来大涨超8%，小鹏、理想、比亚迪集体飘红；基本半导体尾盘拉升
中新经纬 · 07-14
港股收评：恒指、恒科齐涨；有色板块领涨，半导体、稀土、CPO上涨；蔚来大涨超8%，小鹏、理想、比亚迪集体飘红；基本半导体尾盘拉升
中国上半年成品油出口2359.3万吨、稀土出口30482.8吨
格隆汇 · 07-14
中国上半年成品油出口2359.3万吨、稀土出口30482.8吨
中国上半年天然气进口5744.9万吨、稀土进口53886.6吨
格隆汇 · 07-14
中国上半年天然气进口5744.9万吨、稀土进口53886.6吨
北方稀土：稀土绿色冶炼升级改造项目一期已投产、产线全线贯通
证券之星 · 07-13
北方稀土：稀土绿色冶炼升级改造项目一期已投产、产线全线贯通
大地海洋：公司自身不直接开展稀土回收业务
证券之星 · 07-13
大地海洋：公司自身不直接开展稀土回收业务
每周股票复盘：包钢股份（600010）三季度稀土精矿价调至38565元/吨
证券之星 · 07-12
每周股票复盘：包钢股份（600010）三季度稀土精矿价调至38565元/吨
盛和资源最新公告：预计上半年净利润同比增长112%-147%稀土产品价格销售均价涨幅较大
证券之星 · 07-10
盛和资源最新公告：预计上半年净利润同比增长112%-147%稀土产品价格销售均价涨幅较大
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13:07","pubTimestamp":1785733660,"startTime":"0","endTime":"0","summary":"8月3日早盘，稀土板块走强，截至午间收盘，中证稀土产业指数上涨1.4%，中证石化产业指数上涨0.1%。中信建投证券指出，稀土供给端因废料厂原料紧张导致产量下滑，需求端“金九银十”旺季备库预期较强，有望打破供需双弱格局推动价格企稳向上。","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://fund.stockstar.com/SS2026080300013164.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":["159713","159715"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656234421","title":"战略小金属、稀土走强，有色金属ETF华夏(516650)持仓股中稀有色领涨5.60%","url":"https://stock-news.laohu8.com/highlight/detail?id=2656234421","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2656234421?lang=zh_cn&edition=full","pubTime":"2026-08-03 10:38","pubTimestamp":1785724681,"startTime":"0","endTime":"0","summary":"8月3日，有色板块涨跌分化，战略小金属与稀土方向集体走强，金、铝、锡走低，截至10:30，有色金属ETF华夏下跌0.8%，持仓股中稀有色领涨5.60%，斯瑞新材上涨5.25%，西部超导上涨3.89%，中国铀业上涨3.04%，云南锗业上涨2.40%；云铝股份领跌2.78%，赤峰黄金下跌2.38%，神火股份下跌2.19%，山东黄金下跌1.88%，洛阳钼业下跌1.84%，工业有色ETF华夏跌幅0.3%。工业有色ETF华夏，聚焦铜铝铅锌等工业金属含量超51%，适合看好制造业回暖，追求较为纯粹工业属性，费率同类最低！","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/SS2026080300006713.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":["BK0028","159715","BK0070","BK0182","600259","BK0242","516650","BK0084","BK0188"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656349733","title":"【券商聚焦】中信建投：稀土供给收缩 8 月中下旬迎备货行情","url":"https://stock-news.laohu8.com/highlight/detail?id=2656349733","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2656349733?lang=zh_cn&edition=full","pubTime":"2026-08-03 09:06","pubTimestamp":1785719179,"startTime":"0","endTime":"0","summary":"金吾财讯 | 中信建投表示，7月稀土各品种表现差异明显，氧化镨钕先扬后抑，氧化铽跳涨后回调，氧化镝整体平稳。供给端，由于废料厂原料紧张问题导致产量明显下滑，据SMM，7月氧化镨钕产量环比下降11%，8月或有边际改善，但总体产量仍被压制。下游高温假期导致电机厂开工下滑，需求回落，8月仍处淡季，金九银十是传统消费旺季，市场对需求启动预期依然较强，8月中下旬有望重启下游备库，打破供需双弱格局，推动价格企稳向上。","market":"other","thumbnail":"https://static.szfiu.com/news/20250109/MjZhZmU5OWE5M2M5YjFiNzE1NDI2Mjg5NzQxNQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MjZhZmU5OWE5M2M5YjFiNzE1NDI2Mjg5NzQxNQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"299f0a9977df499f8ead781071e5e5e7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1987290","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":["KCE","REMX","BK0276","601066","159715","SETM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655350701","title":"稀土板块走强，稀土ETF易方达（159715）标的指数涨2%","url":"https://stock-news.laohu8.com/highlight/detail?id=2655350701","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2655350701?lang=zh_cn&edition=full","pubTime":"2026-07-31 18:50","pubTimestamp":1785495005,"startTime":"0","endTime":"0","summary":"稀土板块今日走强，截至收盘，中证稀土产业指数上涨2.0%，中证石化产业指数下跌0.5%。市场分析指出，在供给收紧、下游采购旺季来临、新兴领域贡献需求增量的背景下，稀土价格有望维持强势，行业或将维持高景气度。","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://fund.stockstar.com/SS2026073100034048.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":["159713","159715"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655861643","title":"下游旺季备货催化板块上行，稀土ETF易方达（159715）标的指数涨超1%","url":"https://stock-news.laohu8.com/highlight/detail?id=2655861643","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2655861643?lang=zh_cn&edition=full","pubTime":"2026-07-29 18:45","pubTimestamp":1785321915,"startTime":"0","endTime":"0","summary":"截至收盘，中证稀土产业指数上涨1.3%，中证石化产业指数上涨1.0%。中金公司有色团队分析指出，下半年是磁材主要应用领域汽车、工业机器人的产销旺季，上游原材料采购往往自7月左右启动，叠加出口恢复常态，国内磁材需求向好。","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://fund.stockstar.com/SS2026072900033133.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":["159713","159715"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2654053673","title":"美国宣布发现高品位富钇重稀土矿区，Diamond Creek项目公布最新勘探结果","url":"https://stock-news.laohu8.com/highlight/detail?id=2654053673","media":"IT之家","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2654053673?lang=zh_cn&edition=full","pubTime":"2026-07-25 09:20","pubTimestamp":1784942448,"startTime":"0","endTime":"0","summary":"IT之家 7 月 25 日消息，美国爱达荷州战略资源公司当地时间 7 月 23 日公布，其 Diamond Creek 稀土项目通过新的钻探和地表采样发现了富含钇元素的重稀土矿化区域。其中，Lucky Gem 区域此前已经完成部分勘探工作。钇元素是 Diamond Creek 项目的重点发现之一。爱达荷战略资源公司表示，现阶段矿物学研究显示，磷钇矿可能是 Diamond Creek 项目的主要含钇矿物。除矿化特征外，Diamond Creek 项目还具备交通条件优势。","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://tech.ifeng.com/c/8v2esjFvHUb","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":"fenghuang_stock","symbols":["159715","REMX","SETM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653671096","title":"公司问答丨东方锆业：氧化钪可用于SOFC固体燃料电池领域 与其他稀土掺杂生产钪稳定氧化锆电解质","url":"https://stock-news.laohu8.com/highlight/detail?id=2653671096","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2653671096?lang=zh_cn&edition=full","pubTime":"2026-07-23 16:38","pubTimestamp":1784795925,"startTime":"0","endTime":"0","summary":null,"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://www.gelonghui.com/rss/live/live.xml","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":"live_gelonghui","symbols":["BK0233","159715","002167","BK0138","BK0182","BK0035"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653716654","title":"多条高景气赛道释放稀土需求增量，关注稀土ETF易方达（159715）配置价值","url":"https://stock-news.laohu8.com/highlight/detail?id=2653716654","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2653716654?lang=zh_cn&edition=full","pubTime":"2026-07-23 13:15","pubTimestamp":1784783707,"startTime":"0","endTime":"0","summary":"截至午间收盘，中证稀土产业指数上涨2.1%，中证石化产业指数上涨1.6%。有分析称，本轮稀土需求的核心特征是多条高景气赛道同步释放增量。新能源汽车渗透率持续提升、储能装机快速增长、AI 算力设施大规模建设、人形机器人落地工厂试点，四大领域的用稀土需求同步叠加，持续拉动行业长期需求。","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://fund.stockstar.com/SS2026072300023610.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":["159713","159715"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653221206","title":"美国稀土公司任命Serra Verde CEO Moraitis掌舵合并后公司","url":"https://stock-news.laohu8.com/highlight/detail?id=2653221206","media":"环球市场播报","labels":["executive"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2653221206?lang=zh_cn&edition=full","pubTime":"2026-07-20 23:52","pubTimestamp":1784562720,"startTime":"0","endTime":"0","summary":"美国稀土公司周一宣布，在两家矿业公司完成28亿美元合并后，任命Serra Verde Group首席执行官Thras Moraitis担任合并后公司的首席执行官。USA Rare Earth表示，Moraitis在稀土开采和加工领域的经验将有助于整合双方资产并加速生产扩张。 USA Rare Earth董事长表示，Moraitis的任命是公司整合进程中的关键一步，他将负责统一管理美国与巴西的运营团队，并推动与下游永磁材料制造商的长期供应协议。","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/stock/usstock/c/2026-07-20/doc-iniinscu9600618.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["SETM","159715","REMX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2652267463","title":"兴业证券：税务合规与新国标共振 稀土再生供给收缩","url":"https://stock-news.laohu8.com/highlight/detail?id=2652267463","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2652267463?lang=zh_cn&edition=full","pubTime":"2026-07-20 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