Group 1 - Qinghai Salt Lake Industry Co., Ltd. has been recognized for its case on "patent technology industrialization promoting the transformation of natural resource development towards greening and intelligence," which was selected as an excellent case for national patent transformation and application in 2025 [1] - This recognition follows the company's previous success in having its case on "strengthening patent creation and transformation, driving the ecological reconstruction of the salt lake industry" included as a typical case for national intellectual property power construction in 2025 [1] - The achievements signify an effective path from strategic layout to practical application in leading industrial innovation transformation through intellectual property [1] Group 2 - The continuous national-level honors reflect both the company's innovation strength and systematic practical capabilities, as well as the results of optimizing the innovation environment and strengthening intellectual property services in Haixi Prefecture [2] - The Haixi Market Supervision Administration aims to further stimulate innovation vitality across the region and enhance the levels of intellectual property creation, application, protection, and management, focusing on the high-quality development of the salt lake industry [2] - Initiatives include deepening the integration of industry, academia, and research, innovating intellectual property financing models, building high-value patent cultivation and transformation demonstration bases, and improving collaborative protection mechanisms to systematically construct an industrial innovation ecosystem [2]

每经记者｜杜宇 每经编辑｜许绍航 记者|杜宇 编辑|许绍航 杜波 校对|金冥羽 2月5日，碳酸锂期货主力合约（LC2605）大跌，盘中跌幅超10%，截至发稿跌10.84%，报132540元/吨。 周度数据来看基本符合预期，现货成交数据较好，春节前仍有补库预期，但短期持仓扰动风险较大；中期来看，在需求未出现明确负反馈的情况下，一季 度供给端部分上游检修，需求端抢出口+春节备货需求导致仍存去库预期，关注2月排产情况并警惕波动率放大和持仓影响，目前利空逻辑存在但不坚 实，维持谨慎做空观点。 同日，锂矿/锂电池概念股多数下跌，天齐锂业复牌后股价低开低走，截至发稿跌幅达5.83%；赣锋锂业跌幅达5.93%，盐湖股份跌幅达4.10%。 （免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。） 封面图片来源：视觉中国（资料图） 申银万国此前研报指出，碳酸锂主力合约止跌回稳，市场关注度较高，谨慎参与，下游对于高价货持谨慎态度。 ...

Group 1 - The A-share market saw a collective decline in lithium mining stocks, with major companies like Ganfeng Lithium, Tianqi Lithium, and others dropping over 4% [1] - The main contract for lithium carbonate experienced a significant drop of 6%, priced at 139,640 yuan per ton [1] Group 2 - Ganfeng Lithium (002460) decreased by 4.94%, with a total market value of 133.8 billion yuan and a year-to-date increase of 1.49% [2] - Tianqi Lithium (002466) fell by 4.87%, holding a market capitalization of 82.4 billion yuan and a year-to-date decline of 9.39% [2] - Zhongmin Resources (002738) saw a decline of 4.60%, with a market value of 57.6 billion yuan and a year-to-date increase of 1.59% [2] - Dongyangguang (600673) dropped by 4.58%, with a market capitalization of 84.6 billion yuan and a year-to-date increase of 25.32% [2] - Tianhua New Energy (300390) decreased by 4.37%, with a market value of 38.9 billion yuan and a year-to-date decline of 14.28% [2] - Other companies such as Guocheng Mining, Rongjie Co., and Yahua Group also experienced declines ranging from 3% to 4% [2]

Core Viewpoint - The chemical industry ETF managed by E Fund has shown positive performance, with significant inflows and growth in both scale and shares, reflecting strong investor interest in the sector [1][2]. Group 1: Index Performance - As of February 4, 2026, the China Petroleum Industry Index (H11057) increased by 0.41%, with key stocks like Sinopec rising by 3.17% and Wanhua Chemical by 3.09% [1]. - Over the past two weeks, the E Fund chemical industry ETF has accumulated a rise of 0.55%, ranking in the top half among comparable funds [1]. Group 2: Liquidity and Trading Volume - The E Fund chemical industry ETF had a turnover rate of 3.05% during the trading session, with a transaction volume of 48.77 million yuan [1]. - The average daily trading volume over the past week reached 160 million yuan [1]. Group 3: Fund Size and Shares - The latest size of the E Fund chemical industry ETF reached 1.595 billion yuan, marking a one-year high [1]. - The total shares of the ETF have also reached 1.466 billion, which is a one-year high [1]. Group 4: Net Inflows - The E Fund chemical industry ETF has seen continuous net inflows for 13 days, with the highest single-day net inflow reaching 391 million yuan, totaling 1.371 billion yuan in net inflows [1]. - The average daily net inflow stands at 105 million yuan [1]. Group 5: Top Holdings - As of January 30, 2026, the top ten weighted stocks in the China Petroleum Industry Index account for 55.71% of the index, including companies like Wanhua Chemical and Sinopec [2].

Group 1 - The core viewpoint of the articles highlights the critical role of the Chaka Salt Lake in ensuring the supply of potassium fertilizer for the upcoming spring farming season, with significant transportation achievements reported [1][2] - In January, the Chaka Salt Lake logistics center completed the loading of 8,219 cars of potassium fertilizer, amounting to 532,000 tons, marking a successful start to the new year in transportation [1] - The Chaka Salt Lake railway serves as a key hub for 40% of the national potassium fertilizer transportation, with an annual shipping volume stable at around 5 million tons, meeting over half of the agricultural fertilizer needs across the country [2] Group 2 - The logistics department has implemented a "three priorities" mechanism to ensure efficient transportation, including priority for empty cars, loading, and dispatching [2] - A dedicated "three inspections" system has been established to ensure the quality and safety of loading, supported by a digital scheduling platform that connects enterprise inventory with regional demand [2] - The Chaka Salt Lake has the largest potassium resource reserves in the country, and its produced potassium fertilizer is vital for ensuring national food security [2]

中新网西宁2月3日电 (段亚慧 孙睿)记者3日从青海省格尔木市委宣传部获悉，据青藏铁路物流中心察尔 汗铁路物流营业部统计显示，今年1月，该营业部累计完成钾肥装车8219节车厢，发运优质钾肥53.2万 吨，迎来"开门红"。 钾肥被称为"粮食中的粮食"，国内可开采的钾资源主要分布于青海察尔汗盐湖和新疆罗布泊盐湖。 作为青藏铁路钾肥运输的核心枢纽，察尔汗铁路物流营业部肩负着全国约40%的钾肥运输任务。 在青海盐湖工业股份有限公司的盐湖工业专用铁路线内，堆码整齐的一袋袋肥料级氯化钾完成装车后， 发往河南、上海、山东等地。 "铁路部门专门开辟了'钾肥运输绿色通道'，目前日均发送钾肥200余节车厢，运输高峰期可达300余节 车厢。"青藏铁路物流中心察尔汗铁路物流营业部副经理汪作良介绍。(完) 图为工作 人员将肥料装载至货运车厢。 段亚慧 摄 ...

Group 1 - The agricultural chemical sector experienced a significant increase of 3.97% on February 3, with Hongda Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up by 1.29%, while the Shenzhen Component Index closed at 14127.1, up by 2.19% [1] - Key stocks in the agricultural chemical sector showed notable price increases, with Hongda Co., Ltd. rising by 9.16% to a closing price of 15.97 [1] Group 2 - The agricultural chemical sector saw a net inflow of 681 million yuan from main funds, while retail investors experienced a net outflow of 319 million yuan [2] - The stock Salt Lake Co., Ltd. had a main fund net inflow of 315 million yuan, representing 9.40% of its trading volume [3] - Hualu Hengsheng had a main fund net inflow of 168 million yuan, accounting for 11.82% of its trading volume [3]

Group 1 - The core point of the article highlights the performance of the Agricultural and Animal Husbandry ETF managed by Jianxin Fund, which opened at 0.904 yuan and experienced a slight decline of 0.33% [1] - The ETF's major holdings include Cangge Mining, which rose by 3.34%, and Yilake Co., which increased by 2.82%, while other stocks like Muyuan Foods and New Hope saw minor declines [1] - Since its inception on July 21, 2022, the ETF has reported a return of -9.46%, with a recent one-month return of 3.27% [1] Group 2 - The ETF's performance benchmark is the CSI Agricultural and Animal Husbandry Theme Index return [1] - The fund manager is Jianxin Fund Management Co., Ltd., and the fund manager is Gong Jiajia [1]

Group 1 - The core viewpoint of the news highlights the strong performance of rare metal ETFs and the underlying stocks, with the CSI Rare Metals Theme Index rising by 1.05% as of February 3, 2026, and the rare metal ETF fund increasing by 0.84% [1] - The top ten weighted stocks in the CSI Rare Metals Theme Index account for 59.71% of the index, with significant contributors including Luoyang Molybdenum, Northern Rare Earth, and Ganfeng Lithium [1] - The strategic attributes of minor metals are becoming increasingly prominent, with tungsten prices rising due to supply constraints and strong demand, while uranium prices are expected to continue increasing due to rigid supply and accelerated nuclear power construction [1] Group 2 - Dongfang Securities emphasizes the clear investment value of core lithium and cobalt stocks, suggesting active positioning despite short-term price corrections due to regulatory impacts and market fluctuations [2] - The lithium market is projected to have a significant gap by 2026, with rising raw material costs and limited supply contributing to an upward trend in lithium prices [2] - The rare metal ETF fund tracks the CS Rare Metal Index, which primarily allocates to lithium carbonate, minor metals, and rare earths, making it an excellent investment tool for market participants looking to invest in the rare metal sector [2]

相关产品： 化工行业ETF易方达（516570）一键打包石化产业龙头，管理费率+托管费率合计仅0.2%/年，助力投资 者低成本布局传统能源产业机会。 易方达中证石化产业ETF联接A(020104.OF) 易方达中证石化产业ETF联接C(020105.OF) 【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 截至10：12，中证石化产业指数（H11057）涨1.63%，权重股中，万华化学、盐湖股份、藏格矿业、华 鲁恒升、云天化涨超2%。截至2月2日，该指数近一年上涨41.19%。 化工行业ETF易方达（516570）跟踪中证石化产业指数，备受资金青睐。数据显示，该基金连续10日获 资金净流入，合计超13亿；最新基金规模攀升至15.37亿元。 消息面上，国家统计局数据显示，1月份石油煤炭及其他燃料加工业的生产指数和新订单指数均低于临 界点，相关行业市场需求放缓，企业生产有所回落。同时，主要原材料购进价格指数和出 ...