2月13日，有色矿业ETF招商（159690）开盘跌2.35%，报2.281元。有色矿业ETF招商（159690）重仓股 方面，紫金矿业开盘跌3.75%，洛阳钼业跌2.85%，北方稀土跌0.70%，华友钴业跌3.42%，中国铝业跌 1.82%，赣锋锂业跌2.72%，山东黄金跌2.71%，云铝股份跌1.34%，中金黄金跌2.03%，中矿资源跌 1.95%。 有色矿业ETF招商（159690）业绩比较基准为中证有色金属矿业主题指数收益率，管理人为招商基金管 理有限公司，基金经理为邓童，成立（2023-06-21）以来回报为133.39%，近一个月回报为7.86%。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 来源：新浪基金∞工作室 ...

经济观察网中矿资源（002738）(SZ002738)年产3万吨高纯锂盐技改项目已于2026年1月2日点火投料试 生产，该项目总投资1.21亿元，投产后公司电池级锂盐总产能提升至7.1万吨/年，旨在降低生产成本并 增强竞争力。 2025年1-9月，公司营业收入48.18亿元，同比增长34.99%，但归母净利润2.04亿元，同比有所下降。 公司项目推进 以上内容基于公开资料整理，不构成投资建议。 化学级透锂长石产线预计2026年上线，可新增2万吨锂盐产能；赞比亚Kitumba铜矿一期项目计划2026年 中投产，目标年产6万吨阴极铜；锗二期33吨产能亦预计2026年落地。 业绩经营情况 ...

证券日报网讯 2月11日，中矿资源在互动平台回答投资者提问时表示，公司将充分发挥自身优势并采取 积极主动的应对策略，迎接宏观带来的挑战与机遇。 （文章来源：证券日报） ...

Group 1 - North Mining Technology (600980) is a state-owned enterprise under the State-owned Assets Supervision and Administration Commission, focusing on mining equipment and magnetic materials, with a leading position in the global market for intelligent flotation machines and a 12% share in domestic sintered permanent magnetic ferrite production [1][25][26] - Greenme (002340) is a leader in the recycling of rare metals and new energy materials, with a dual business model of "urban mining + new energy materials," supplying major companies like CATL and BYD [1][27] - Xiamen Tungsten (600549) is a leader in tungsten, molybdenum, and rare earth permanent magnetic materials, with a complete industrial chain from mining to high-end magnetic material production [2][28] Group 2 - Jiyuan Wanfang (000612) is a significant player in aluminum smelting and rare earth permanent magnetic materials, leveraging local resources to form a dual business model of "aluminum + rare earth" [3][29] - Wanlong Magnetic Plastic (603150) is a leader in refrigerator door seals and magnetic materials, producing ferrite magnets for major appliance manufacturers [4][30] - Northern Rare Earth (600111) is the largest rare earth producer globally, controlling over 40% of the world's rare earth oxide production and holding significant pricing power [5][30] Group 3 - Chifeng Gold (600988) is involved in gold mining and rare earth resource development, with a strong position in the domestic rare earth market [6][31] - Zhongmin Resources (002738) is a leader in lithium mining and rare earth resources, with significant overseas rare earth mining rights [7][33] - Galaxy Magnet (300127) specializes in sintered and bonded neodymium-iron-boron magnets, serving major clients like BYD and CATL [8][34] Group 4 - Zhong Rare Metals (600259) focuses on rare earth mining and functional materials, with a strong position in the medium and heavy rare earth sectors [9][35] - Tianhe Magnetic Materials (603072) is a leader in high-end neodymium-iron-boron magnets, supplying major automotive and industrial clients [10][36] - Oriental Zirconium (002167) produces zirconium products and rare earth functional materials, with a focus on the electronics and new energy sectors [11][37] Group 5 - Jinli Permanent Magnet (300748) is a leading producer of rare earth permanent magnetic materials, with a strong presence in the automotive sector [12][38] - Huaxin Environmental (301265) focuses on environmental equipment and rare earth recycling, leveraging a dual business model [13][40] - China Rare Earth (000831) is a key player in rare earth mining and processing, with a focus on high-value applications in new energy and military sectors [14][49]

（来源：淘金ETF） 地处"世界钨都"江西赣州，是国内民营钨产业链龙头企业，拥有采矿、选矿、冶炼、制粉、硬质合金及 刀具加工完整体系，钨资源自给率高，资源储量与开采规模位居行业第一梯队。公司产品覆盖钨精矿、 APT、钨粉、碳化钨、硬质合金等，广泛应用于军工、机械加工、新能源、光伏等领域，在中高端硬质 合金市场具备较强竞争力。公司直接受益钨价上涨，业绩弹性显著。热点概念包含军工、高端制造、小 金属、光伏。未来增长看点在于高端硬质合金产能扩张、光伏用钨丝需求放量，叠加行业供给收紧、需 求持续扩张，公司盈利水平有望稳步提升。 4、翔鹭钨业（002842） 专注于钨精深加工领域，是国内钨粉、碳化钨粉及硬质合金核心供应商，技术成熟、产品质量稳定，客 户覆盖国内主流硬质合金企业并出口海外市场。公司虽无自有矿山，但在中游加工环节具备成本与技术 优势，加工费随钨价上行同步提升，盈利弹性明显。产品主要用于切削工具、耐磨零件、模具、新能源 零部件等领域，深度绑定高端制造需求。热点概念包括高端制造、半导体、新能源、小金属。未来依靠 技术升级向高附加值钨粉、超细晶粒硬质合金延伸，客户结构持续优化，行业高景气下产能利用率维持 高位，业 ...

每经AI快讯，有投资者在投资者互动平台提问：请问公司目前对外销售的铷盐和铯盐价格大概是多 少？2025年至今有涨价吗？ 中矿资源（002738.SZ）2月11日在投资者互动平台表示，公司所属加拿大Tanco矿山是全球现有在产的 以铯榴石为主矿石的矿山，具有较高的经济开采价值。公司铯铷盐产品丰富，满足市场的多样化需求。 （记者 王晓波） ...

此前，为进一步降低锂盐业务生产成本，加速推进智能制造转型升级，深化绿色低碳发展模式，公司下 属全资公司中矿锂业对年产2.5万吨锂盐生产线进行综合技术升级改造，投资建设了年产3万吨高纯锂盐 技改项目，项目总投资额超1亿元。 本次技改项目将进一步提高锂回收率，有效降低锂盐生产成本。项目主产品为电池级碳酸锂、电池级氢 氧化锂，产能可根据市场需求灵活调节，副产品为元明粉。项目投产后，公司将合计拥有年产7.1万吨 的电池级锂盐产能。 中化新网讯 近日，中矿资源集团股份有限公司发布公告称，下属全资公司中矿资源（江西）锂业有限 公司投资建设年产3万吨高纯锂盐技改项目已完成建设并取得试生产备案，于2026年1月2日点火投料试 生产运营。 ...

Core Viewpoint - The lithium battery supply chain has experienced significant price increases from 2020 to 2022, driven by strong demand and a smooth transmission of price hikes across the industry [2][3]. Group 1: Price Trends - Electrolyte prices started at 70,000 CNY/ton in September 2020, rising to 100,000 CNY/ton by the end of the year, and reaching a peak of 580,000 CNY/ton in February 2022, with long-term contract prices stabilizing between 200,000 to 300,000 CNY/ton [2][3]. - Iron lithium cathode prices, including phosphoric acid iron and processing fees, doubled in 2021, peaking at over 40,000 CNY/ton by the end of that year [2][3]. - Anode prices began to rise in Q3 2021 due to graphite production constraints, increasing from 12,000 CNY/ton to a high of 25,000 to 28,000 CNY/ton by Q2 2022 [2][3]. Group 2: Supply Chain Dynamics - Lithium carbonate prices rebounded from a low of 40,000 CNY/ton at the end of 2020 to 50,000 CNY/ton in early 2021, and surged to 300,000 CNY/ton by the end of 2021, eventually reaching 520,000 CNY/ton by February 2022 [2][3]. - The battery sector has effectively transmitted raw material price increases, with battery prices rising by 1 cent/wh in Q1 2021 and accelerating to 2-3 cents/wh in Q1 and Q2 of 2022, reaching over 1 CNY/wh [2][3]. Group 3: Future Outlook - Current market conditions resemble Q4 2020, with expectations for continued price increases due to strong demand and low profitability levels compared to previous years [3]. - The industry's expansion willingness is significantly lower than in 2021, with limited new supply expected by 2026, suggesting a more stable price environment [3]. - The anticipated price increases are not expected to be as dramatic as in 2021, with supply-demand tightness projected to be lower, particularly for hexafluorophosphate and lithium carbonate [3]. Group 4: Investment Recommendations - The current valuation of leading companies is considered reasonable, with expected industry growth of 20% in 2027, suggesting potential for investment in the battery sector, including companies like CATL, Yiwei Lithium Energy, and others [4]. - Material leaders such as Keda Lithium and others are also highlighted as strong investment opportunities, alongside companies in the lithium carbonate sector [4]. - The solid-state battery sector is recommended for investment, particularly with catalysts expected to materialize in Q4 2025 [4].

Group 1 - The core viewpoint of the article highlights the performance of the non-ferrous metal mining ETF, which opened with a gain of 1.94% at 2.254 yuan on February 9 [1] - Major holdings in the non-ferrous metal mining ETF include Zijin Mining, which rose by 3.50%, Luoyang Molybdenum by 2.14%, Northern Rare Earth by 2.97%, and others showing positive gains [1] - The ETF's performance benchmark is the CSI Non-Ferrous Metals Mining Theme Index return, managed by China Merchants Fund Management Co., with a return of 121.32% since its establishment on June 21, 2023, and a 5.62% return over the past month [1]

Group 1 - The core viewpoint of the article highlights the performance of the Silverhua ETF (159871), which opened with a gain of 1.39% at 1.097 yuan on February 9 [1] - Major holdings in the Silverhua ETF include Zijin Mining, which rose by 3.50%, Luoyang Molybdenum by 2.14%, Northern Rare Earth by 2.97%, and others, indicating a positive trend in the sector [1] - The performance benchmark for the Silverhua ETF is the CSI Nonferrous Metals Index return, managed by Silverhua Fund Management Co., with a return of 116.82% since its inception on March 10, 2021, and a 4.72% return over the past month [1]