广晟有色股价下跌5.12% 商务部稀土出口管制影响情绪

智选洞察2025-07-29

广晟有色股价大幅下跌，最新价63.00元/股，跌幅5.12%。资金博弈与政策预期形成双向牵引广晟有色近期净流出与短期资金流动及政策预期密切相关。截至7月29日，该股单日主力资金净流出1.67亿元，而前一日净流入1363.9万元，资金调仓节奏加快。商务部稀土出口管制政策持续影响市场情绪，氧化镨钕价格回升至年内新高，刺激短线资金参与博弈。此外，板块轮动效应显著，小金属板块在7月18日单日涨幅超6%，...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2555082336?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-07-29 13:20","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2555082336","market":"sh","top_or_hot":-1,"title":"广晟有色股价下跌5.12% 商务部稀土出口管制影响情绪","media":"智选洞察","content":"<div>\n<p>广晟有色股价大幅下跌，最新价63.00元/股，跌幅5.12%。资金博弈与政策预期形成双向牵引广晟有色近期净流出与短期资金流动及政策预期密切相关。截至7月29日，该股单日主力资金净流出1.67亿元，而前一日净流入1363.9万元，资金调仓节奏加快。商务部稀土出口管制政策持续影响市场情绪，氧化镨钕价格回升至年内新高，刺激短线资金参与博弈。此外，板块轮动效应显著，小金属板块在7月18日单日涨幅超6%，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250729132100a6c7277e&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>广晟有色股价下跌5.12% 商务部稀土出口管制影响情绪</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n广晟有色股价下跌5.12% 商务部稀土出口管制影响情绪\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-29 13:20 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250729132100a6c7277e&s=b><strong>智选洞察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>广晟有色股价大幅下跌，最新价63.00元/股，跌幅5.12%。资金博弈与政策预期形成双向牵引广晟有色近期净流出与短期资金流动及政策预期密切相关。截至7月29日，该股单日主力资金净流出1.67亿元，而前一日净流入1363.9万元，资金调仓节奏加快。商务部稀土出口管制政策持续影响市场情绪，氧化镨钕价格回升至年内新高，刺激短线资金参与博弈。此外，板块轮动效应显著，小金属板块在7月18日单日涨幅超6%，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250729132100a6c7277e&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK0242","symbol_name":"有色金属","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250729132100a6c7277e&s=b","article_id":"2555082336","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250729132100a6c7277e&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, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2555082336","pubTimestamp":1753766456,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"广晟有色股价大幅下跌，最新价63.00元/股，跌幅5.12%。资金博弈与政策预期形成双向牵引广晟有色近期净流出与短期资金流动及政策预期密切相关。商务部稀土出口管制政策持续影响市场情绪，氧化镨钕价格回升至年内新高，刺激短线资金参与博弈。此外，板块轮动效应显著，小金属板块在7月18日单日涨幅超6%，资金阶段性向稀土赛道倾斜。资源储备与估值锚定成长空间广晟有色长期逻辑围绕资源增量与产能释放展开。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159715":"稀土","600259":"中稀有色","BK0242":"有色金属","BK0070":"员工持股","BK0188":"融资融券","BK0182":"小金属","BK0084":"稀土永磁","BK0028":"国家队"},"translate_title":"Guangsheng Nonferrous Metals stock price fell 5.12% Ministry of Commerce's rare earth export controls affected sentiment","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159715":1,"600259":1},"content_text":"广晟有色股价大幅下跌，最新价63.00元/股，跌幅5.12%。资金博弈与政策预期形成双向牵引广晟有色近期净流出与短期资金流动及政策预期密切相关。截至7月29日，该股单日主力资金净流出1.67亿元，而前一日净流入1363.9万元，资金调仓节奏加快。商务部稀土出口管制政策持续影响市场情绪，氧化镨钕价格回升至年内新高，刺激短线资金参与博弈。此外，板块轮动效应显著，小金属板块在7月18日单日涨幅超6%，资金阶段性向稀土赛道倾斜。半年报窗口临近，部分资金选择兑现收益，叠加外资与机构对政策红利的分歧，进一步放大了股价波动。资源储备与估值锚定成长空间广晟有色长期逻辑围绕资源增量与产能释放展开。左坑稀土矿投产后，公司年产能预计提升至5000吨，资源自给率提升将强化成本优势。国金证券6月研报指出，2025年氧化镨钕均价或同比上涨15%，叠加持股40%的大宝山铜矿项目收益，机构给予66.93元目标价。新能源车、机器人等新兴需求为稀土永磁材料打开成长空间，但当前动态市盈率达402.03倍，显著高于行业均值。三季度稀土配额执行力度与产能释放进度将成为估值平衡关键，若业绩增速匹配扩张节奏，股价中枢或逐步修复，但需警惕海外稀土开发对定价权的潜在冲击。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2555082336","isCrawlerRequest":true}