美股詳情

本頁面由Tiger Trade Technology Pte. Ltd.提供服務

VanEck Rare Earth and Strategic Metals ETF

106.41

+0.97500.92%

成交量：106.87萬

成交額：1.13億

市值：30.72億

市盈率：- -

高：106.94

開：105.50

低：104.46

收：105.43

52周最高：106.94

52周最低：35.72

股本：2,887.50萬

流通股本：2,887.50萬

量比：1.13

換手率：3.70%

股息：1.30

股息率：1.22%

淨資產收益率：--

總資產收益率：--

市淨率：--

市盈率(LYR):- -

資料載入中...

總覽公司新聞資訊公告

稀土量價齊升，北方稀土2025年營收創歷史新高，淨利潤翻倍，擬每股派0.13元 | 財報見聞

华尔街见闻

廈門鎢業：子公司金龍稀土進入創新層

港股異動 | 金力永磁(06680)漲近3% 將受惠於釹鐠價格上升及稀土需求增長公司產能利用率維持逾90%

中信證券：稀土管制開啓中國高端陶瓷歷史機遇期

美股稀土概念股集體走高，United States Antimony升逾8%

老虎资讯综合

受益軍工補庫/安全備貨，持續看好戰略金屬投資機遇 | 研報精選

新财富杂志

標題：兩大稀土巨頭攜手連續七季度提價！稀土ETF華泰柏瑞（516780）助力把握價格上行通道

第一大成份股業績大超預期！借道稀土ETF華泰柏瑞（516780）把握稀土產業「漲價潮」機遇

中信建投：受益軍工補庫/安全備貨，持續看好戰略金屬投資機遇

【券商聚焦】國海證券：有色金屬市場走勢分化戰略金屬價值凸顯

兩大巨頭提價，全球稀土供需缺口持續擴大，稀土ETF易方達（159715）配置邏輯強化

兩大巨頭宣佈：稀土提價！連續七個季度調升！華寶基金有色ETF（159876）日k線低位上行，展現右側信號？

單季提價44.61%！稀土雙巨頭突然宣佈！

美國稀土CEO回應國會質疑：力挺特朗普政府16億美元投資計劃

环球市场播报

中稀有色最新公告：一季度淨利潤按年預增217%-281%稀土產品業績穩步提升

北方稀土最新公告：二季度稀土精礦交易價格調整為3.88萬元/噸按月上漲約45%

包鋼股份(600010.SH)擬將2026年第二季度稀土精礦關聯交易價格調整為不含税38804元/噸

稀土價格重回上行通道，稀土ETF華泰柏瑞（516780）有望受益

正海磁材：無重稀土釹鐵硼磁體不在出口管制範圍內

商務部回應稀土出口管制：中美將通過經貿磋商機制保持溝通

{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎證券,老虎證券開戶,老虎券商,老虎證券官網,老虎證券app,tigertrade老虎證券,股票,炒股,新加坡股票交易平臺,投資,投資理財","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hant/stock/REMX/news?page=2"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental","symbol":"REMX","isAnalysisPage":false},"__swrFallback__":{"@#url:\"https://hq.skytigris.cn/stock_info/detail/global\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"REMX\",,,,,undefined,":{"symbol":"REMX","market":"US","secType":"STK","nameCN":"VanEck Rare Earth and Strategic Metals ETF","latestPrice":106.405,"timestamp":1777663108702,"preClose":105.43,"halted":0,"volume":1068732,"delay":0,"changeRate":0.009247842170160241,"floatShares":28874987,"shares":28874987,"eps":0,"marketStatus":"交易中","change":0.975,"latestTime":"05-01 15:18:34 EDT","open":105.5,"high":106.94,"low":104.4601,"amount":112958356.94892,"amplitude":0.023522,"askPrice":106.65,"askSize":200,"bidPrice":106.23,"bidSize":100,"shortable":3,"etf":1,"ttmEps":0,"tradingStatus":2,"nextMarketStatus":{"tag":"盤後交易","tradingStatus":3,"beginTime":1777665600000},"marketStatusCode":2,"adr":0,"adrRate":0,"exchange":"ARCA","adjPreClose":105.43,"sharesOutstanding":30574987,"nav":100.50647,"aum":2902123028.72,"dividendRate":0.012239,"bidAskSpread":0.001794,"preHourTrading":{"tag":"盘前","latestPrice":105.4,"preClose":105.43,"latestTime":"09:29 EDT","volume":1279,"amount":135475.35073,"timestamp":1777642197972,"change":-0.03,"changeRate":-0.000285,"amplitude":0.005596},"postHourTrading":{"tag":"盘后","latestPrice":106.1222,"preClose":105.43,"latestTime":"19:56 EDT","volume":69870,"amount":7364728.7074,"timestamp":1777593368781,"change":0.6922,"changeRate":0.006565,"amplitude":0.006829},"volumeRatio":1.134229,"impliedVol":0.507,"impliedVolPercentile":0.6335},"@#url:\"https://hq.skytigris.cn/stock_info/fundamental/all\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"REMX\",,,,,undefined,":{"symbol":"REMX","floatShares":28874987,"roa":"--","roe":"--","lyrEps":0,"volumeRatio":1.134229,"shares":28874987,"dividePrice":1.3023,"high":106.94,"amplitude":0.023522,"preClose":105.43,"low":104.4601,"week52Low":35.715,"pbRate":"--","week52High":106.94,"institutionHeld":0,"latestPrice":106.405,"committee":-0.333333,"eps":0,"divideRate":0.012239,"volume":1068732,"delay":0,"ttmEps":0,"open":105.5,"prevYearClose":73.92,"prevWeekClose":98.56,"prevMonthClose":105.43,"prevQuarterClose":88,"fiveDayClose":98.56,"twentyDayClose":88.9,"sixtyDayClose":87.06},"@#url:\"https://hq.skytigris.cn/fundamental/corporate_actions/details/REMX\",params:#limit:5,,,undefined,":[{"date":"2025-12-22","symbol":"REMX","amount":1.3008,"announcedDate":"2025-12-19","type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2025-12-22","defaultRemindTime":1766413800000,"name":"VanEck Rare Earth and Strategic Metals ETF","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2025-12-26","payableDate":"2025-12-22","currency":"USD","dateTimestamp":1766379600000,"payDate":"2025-12-26"},{"date":"2024-12-23","symbol":"REMX","amount":0.9971,"announcedDate":"2024-12-20","type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2024-12-23","defaultRemindTime":1734964200000,"name":"VanEck Rare Earth/Strategic Metals ETF","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2024-12-24","payableDate":"2024-12-23","currency":"USD","dateTimestamp":1734930000000,"payDate":"2024-12-24"},{"market":"US","date":"2022-12-19","symbol":"REMX","amount":1.1867,"defaultRemindTime":1671460200000,"name":"VanEck Vectors Rare Earth/Strategic Metals ETF","recordDate":"2022-12-23","payableDate":"2022-12-20","currency":"USD","type":"dividend","dateTimestamp":1671426000000},{"market":"US","date":"2021-12-20","symbol":"REMX","amount":5.8917,"defaultRemindTime":1640010600000,"name":"VanEck Vectors Rare Earth/Strategic Metals ETF","recordDate":"2021-12-27","payableDate":"2021-12-21","currency":"USD","type":"dividend","dateTimestamp":1639976400000},{"market":"US","date":"2020-12-21","symbol":"REMX","amount":0.5348,"name":"VanEck Vectors Rare Earth/Strategic Metals ETF","recordDate":"2020-12-28","payableDate":"2020-12-22","currency":"USD","type":"dividend","dateTimestamp":1608526800000}],"@#url:\"https://hq.skytigris.cn/fundamental/dividend/history\",params:#symbol:\"REMX\",market:\"US\",,,undefined,":[{"executeDate":"2016-12-19","recordDate":"2016-12-21","paymentDate":"2016-12-23","value":0.38,"currency":"USD"},{"executeDate":"2018-12-20","recordDate":"2018-12-21","paymentDate":"2018-12-27","value":1.879,"currency":"USD"},{"executeDate":"2019-12-23","recordDate":"2019-12-24","paymentDate":"2019-12-30","value":0.22,"currency":"USD"},{"executeDate":"2020-12-21","recordDate":"2020-12-22","paymentDate":"2020-12-28","value":0.5348,"currency":"USD"},{"executeDate":"2021-12-20","recordDate":"2021-12-21","paymentDate":"2021-12-27","value":5.8917,"currency":"USD"}],"@#url:\"https://hq.skytigris.cn/fundamental/estimate/recommendation\",params:#symbol:\"REMX\",market:\"US\",delay:false,,,undefined,":{},"$inf$@#url:\"https://stock-news.skytigris.cn/v2/news/list\",params:#symbols:\"REMX\",pageSize:20,pageCount:2,lang_content:\"cn\",edition:\"fundamental\",,,undefined,":[{"items":[{"id":"2628205190","title":"稀土量價齊升，北方稀土2025年營收創歷史新高，淨利潤翻倍，擬每股派0.13元 | 財報見聞","url":"https://stock-news.laohu8.com/highlight/detail?id=2628205190","media":"华尔街见闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2628205190?lang=zh_tw&edition=fundamental","pubTime":"2026-04-17 20:00","pubTimestamp":1776427250,"startTime":"0","endTime":"0","summary":"受稀土市场价格整体上行与公司自身产销量双双创历史新高的共振，北方稀土全年实现营业收入425.63亿元，同比大增29.11%，归属于上市公司股东的净利润达22.51亿元，同比激增124.17%。四季度成为全年最强时段——第四季度单季实现营收122.72亿元、归母净利润7.10亿元，均为全年各季度最高。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3770254","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":null,"symbols":["SETM","159715","REMX","600111"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627880291","title":"廈門鎢業：子公司金龍稀土進入創新層","url":"https://stock-news.laohu8.com/highlight/detail?id=2627880291","media":"财中社","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2627880291?lang=zh_tw&edition=fundamental","pubTime":"2026-04-16 18:05","pubTimestamp":1776333900,"startTime":"0","endTime":"0","summary":"4月16日，厦门钨业（600549）发布公告，控股子公司福建省金龙稀土股份有限公司（874673）为全国中小企业股份转让系统挂牌企业，于2026年4月17日起进入创新层。\n\n\n海量资讯、精准解读，尽在新浪财经APP","market":"other","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/zqgd/2026-04-16/doc-inhusvkh1643683.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK0084","600549","BK0028","BK0188","159715","SETM","LU2929501877.USD","REMX","LU2187417386.USD","BK0182","LU2351347302.SGD","BK0155","BK0233"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627026871","title":"港股異動 | 金力永磁(06680)漲近3% 將受惠於釹鐠價格上升及稀土需求增長 公司產能利用率維持逾90%","url":"https://stock-news.laohu8.com/highlight/detail?id=2627026871","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2627026871?lang=zh_tw&edition=fundamental","pubTime":"2026-04-16 11:27","pubTimestamp":1776310043,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，金力永磁涨近3%，截至发稿，涨2.14%，报21.02港元，成交额4201.6万港元。大和发布研报称，金力永磁以产能计作为全球最大稀土永磁生产商，将受惠于钕镨价格上升以及来自电动车、工业电机和新兴机器人应用的稀土需求增长。大和指出，金力永磁在成本及技术上具备优势，约90%产能采用自研晶界渗透技术，每单位磁铁的重稀土用量减少高达70%。","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":"http://www.zhitongcaijing.com/content/detail/1429229.html","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":"stock_zhitongcaijing","symbols":["06680","159715","300748","BK4588","BK1116","BK4585","REMX","VXUS","BK0235","SETM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627517242","title":"中信證券：稀土管制開啓中國高端陶瓷歷史機遇期","url":"https://stock-news.laohu8.com/highlight/detail?id=2627517242","media":"智通财经","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2627517242?lang=zh_tw&edition=fundamental","pubTime":"2026-04-16 08:32","pubTimestamp":1776299558,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，中信证券发布研报称，中国加强稀土出口管制使得海外部分稀土氧化物短缺且价格大幅上涨，而先进陶瓷的生产离不开稀土氧化物，因此中信证券认为过去主导高端陶瓷市场的日美厂商面临原料涨价乃至断供风险。中信证券认为，这种状况的持续演绎有利于中国高端陶瓷厂商有望加速出海获取市场份额，迎来历史机遇期。中信证券主要观点如下：海外稀土短缺和涨价直接利好国内相关下游产品厂商。","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":"http://www.zhitongcaijing.com/content/detail/1429136.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU1328615791.USD","LU1720050803.USD","LU1255011170.USD","LU1655091616.SGD","BK0196","LU2495084118.USD","LU1781817850.SGD","BK1564","SETM","BK0183","600030","BK0188","LU1064131003.USD","LU1580142542.USD","LU1997244956.HKD","BK1516","BK1521","BK1147","LU1064130708.USD","LU0405327148.USD","159715","LU1997245094.SGD","LU1997245177.USD","LU1794554557.SGD","BK0028","LU0405327494.USD","REMX","BK0012","BK0276","06030","LU2289578879.USD","LU2148510915.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1145225031","title":"美股稀土概念股集體走高，United States Antimony升逾8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1145225031","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1145225031?lang=zh_tw&edition=fundamental","pubTime":"2026-04-15 22:28","pubTimestamp":1776263332,"startTime":"0","endTime":"0","summary":"4月15日，美股稀土概念股集体走高，$United States Antimony(UAMY)$涨超8%，Energy Fuels、$USA Rare Earth(USAR)$涨超6%，Critical Metals、MP Materials涨超4%。","market":"us","thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"c592d367e05df03f55c48592ed1b9a40","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["REMX","159715","SETM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627833612","title":"受益軍工補庫/安全備貨，持續看好戰略金屬投資機遇 | 研報精選","url":"https://stock-news.laohu8.com/highlight/detail?id=2627833612","media":"新财富杂志","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2627833612?lang=zh_tw&edition=fundamental","pubTime":"2026-04-15 17:52","pubTimestamp":1776246720,"startTime":"0","endTime":"0","summary":"“乱纪元”之下，全球资源供应安全饱受威胁，驱使各国及各生产环节抬升合意库存以应对潜在的供应中断风险，其中可用于军工行业的金属更是重中之重。美以伊冲突爆发以来，已消耗大量的武器弹药，因此美以伊武器消耗补库以及其他各国基于安全需求的备货势必将驱动相应战略金属需求显著增长，且军工领域对于价格的敏感性不强，价格有望充分受益。来源：中信建投证券研究钨：钨精矿短期回调，内外价差持续拉大。","market":"us","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":"http://finance.eastmoney.com/a/202604153706053084.html","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":"stock_eastmoney","symbols":["SHLD","REMX","161024"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627406554","title":"標題：兩大稀土巨頭攜手連續七季度提價！稀土ETF華泰柏瑞（516780）助力把握價格上行通道","url":"https://stock-news.laohu8.com/highlight/detail?id=2627406554","media":"新浪基金","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2627406554?lang=zh_tw&edition=fundamental","pubTime":"2026-04-15 14:53","pubTimestamp":1776235980,"startTime":"0","endTime":"0","summary":"　　在稀土行业供需格局持续趋紧的背景下，稀土市场正迎来新一轮价格上涨。2026年4月10日，行业两大巨头同步上调二季度稀土精矿关联交易价格，环比涨幅达44.61%。值得关注的是，自2024年第四季度以来，两家巨头的稀土精矿交易价格已连续七个季度调升，涨价趋势持续强化。在此背景下，人气产品——稀土ETF华泰柏瑞本周以来连续获资金增持，最新规模达30.06亿元，流动性优势较突出。","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://finance.sina.com.cn/stock/marketresearch/2026-04-15/doc-inhuqfuw4109204.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":"sina","symbols":["159715","REMX","SETM","516780"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627901054","title":"第一大成份股業績大超預期！借道稀土ETF華泰柏瑞（516780）把握稀土產業「漲價潮」機遇","url":"https://stock-news.laohu8.com/highlight/detail?id=2627901054","media":"新浪基金","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2627901054?lang=zh_tw&edition=fundamental","pubTime":"2026-04-14 14:59","pubTimestamp":1776149940,"startTime":"0","endTime":"0","summary":"昨日，稀土行业龙头企业披露2025年度业绩快报，公司归母净利润同比大幅增长超124%，盈利表现显著超预期。与此同时，4月10日行业内两大核心企业同步上调二季度稀土精矿关联交易价格，延续了此前持续上行的价格趋势。　　2025年产品年度报告显示，截至2025年12月31日，稀土ETF华泰柏瑞持有人户数达到6.03万户，是同期市场仅有的持有人户数超5万户的稀土主题ETF。","market":"us","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/money/fund/jjh/2026-04-14/doc-inhunavy1594529.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["516780","REMX","159715","SETM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627372464","title":"中信建投：受益軍工補庫/安全備貨，持續看好戰略金屬投資機遇","url":"https://stock-news.laohu8.com/highlight/detail?id=2627372464","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2627372464?lang=zh_tw&edition=fundamental","pubTime":"2026-04-14 07:29","pubTimestamp":1776122940,"startTime":"0","endTime":"0","summary":"　　“乱纪元”之下，全球资源供应安全饱受威胁，驱使各国及各生产环节抬升合意库存以应对潜在的供应中断风险，其中可用于军工行业的金属更是重中之重。美以伊冲突爆发以来，已消耗大量的武器弹药，因此美以伊武器消耗补库以及其他各国基于安全需求的备货势必将驱动相应战略金属需求显著增长，且军工领域对于价格的敏感性不强，价格有望充分受益。","market":"us","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/roll/2026-04-14/doc-inhumfsk1873705.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":"sina","symbols":["161024","601066","REMX","BK0276","SHLD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627484606","title":"【券商聚焦】國海證券：有色金屬市場走勢分化 戰略金屬價值凸顯","url":"https://stock-news.laohu8.com/highlight/detail?id=2627484606","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2627484606?lang=zh_tw&edition=fundamental","pubTime":"2026-04-13 14:04","pubTimestamp":1776060251,"startTime":"0","endTime":"0","summary":"金吾财讯 | 国海证券研报指出，受地缘政治扰动，贵金属价格稳步上涨，央行购金持续，长期走势逻辑未变。铜受供给刚性及战略囤货支撑，价格中枢有望上移，宏观多空因素交织。铝面临库存高位压力，短期预计高位震荡，等待需求回暖。锡供应扰动减弱，短期或震荡运行。能源金属需求旺盛，碳酸锂持续去库，需关注海外供应政策扰动；钴上游原料偏紧，下游采买谨慎。稀土节后价格上涨，战略价值突出。钨供应刚性缩减，价格维持高位；铀供需缺口长期存在，价格有望继续上行。","market":"fut","thumbnail":"https://static.szfiu.com/news/20241108/MDc2YjQxZmY4Y2VkNWEzNDU4MmJiNGExMDgxOTA3MjUwMzc=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MDc2YjQxZmY4Y2VkNWEzNDU4MmJiNGExMDgxOTA3MjUwMzc=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1978751","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":null,"symbols":["00486","01378","LU0405327494.USD","BK1175","BK1206","LU1808992512.USD","LU0359201612.USD","LU0264606111.USD","BK0276","BK1568","HK0001040143.USD","00098","159871","02600","LU0359202008.SGD","LU1166156734.SGD","00358","BK0183","LU0823431563.USD","LU0950373646.USD","BK0028","BK1592","BK1500","000750","LU0823431647.USD","LU1719994722.HKD","00769","SG9999002950.SGD","LU0469268626.HKD","BK0174","LU0215049551.USD","LU0588546209.SGD","LU0173614495.USD","165316","LU1023057109.AUD","REMX","LU0359201885.HKD","02610","LU1770034418.SGD","BK1513","01208","01258","06680","BK0188","LU0287142896.SGD","LU1251922891.USD","00661","000819.SH","BK1170","02078"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627485251","title":"兩大巨頭提價，全球稀土供需缺口持續擴大，稀土ETF易方達（159715）配置邏輯強化","url":"https://stock-news.laohu8.com/highlight/detail?id=2627485251","media":"中金财经","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2627485251?lang=zh_tw&edition=fundamental","pubTime":"2026-04-13 11:33","pubTimestamp":1776051197,"startTime":"0","endTime":"0","summary":"截至10:43，中证稀土产业指数上涨1.2%，指数成份股中，焦作万方涨停，包钢股份涨超6%，有研新材涨超3%。消息面上，北方稀土与包钢股份公告上调2026年第二季度稀土精矿关联交易价格，较一季度上调11970元/吨，环比涨幅44.61%，创2023年定价机制改革以来最大单季涨幅，并开启连续第七个季度的价格上调周期。中信证券预计，2026年起全球稀土供需缺口或持续扩大，稀土价格有望稳中有进，氧化镨钕价格中枢有望抬升至60万至80万元/吨区间。","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":"http://sc.stock.cnfol.com/gushiyaowen/20260413/32139797.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["REMX","159713","SETM","159715"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627856664","title":"兩大巨頭宣佈：稀土提價！連續七個季度調升！華寶基金有色ETF（159876）日k線低位上行，展現右側信號？","url":"https://stock-news.laohu8.com/highlight/detail?id=2627856664","media":"新浪基金","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2627856664?lang=zh_tw&edition=fundamental","pubTime":"2026-04-13 11:22","pubTimestamp":1776050520,"startTime":"0","endTime":"0","summary":"或由于美伊首轮会谈未达成共识，特朗普宣布，封锁霍尔木兹海峡，原油价格上涨，现货黄金小幅回调，今日揽尽有色金属行业龙头的有色ETF华宝在水面附近震荡，场内价格盘中摸高0.46%，现跌0.46%，固然行情有所波动，但从日k线来看，自3月23日本轮低点以来，或已走出上行台阶，可能已经展现出低位上行的右侧信号。稀土精矿交易价格，自2024年第四季度以来已经连续七个季度调升。","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/money/fund/2026-04-13/doc-inhuipik4843427.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":"sina","symbols":["159876","159715","REMX","SETM","159980"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626598123","title":"單季提價44.61%！稀土雙巨頭突然宣佈！","url":"https://stock-news.laohu8.com/highlight/detail?id=2626598123","media":"格隆汇","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2626598123?lang=zh_tw&edition=fundamental","pubTime":"2026-04-11 17:26","pubTimestamp":1775899594,"startTime":"0","endTime":"0","summary":"2026年供需缺口持续扩大","market":"us","thumbnail":"https://img3.gelonghui.com/86e32-f7a6f5ab-2647-4908-96b1-80652a343937.jpg?guru_height=3264&guru_width=5824&guru_size=2335524","type":0,"news_type":0,"thumbnails":["https://img3.gelonghui.com/86e32-f7a6f5ab-2647-4908-96b1-80652a343937.jpg?guru_height=3264&guru_width=5824&guru_size=2335524"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/4376924","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"gelonghui_highlight","symbols":["159715","REMX","BK0000","BK0182","BK0188","BK0183","BK0012","BK0201","BK0212","BK0233","BK0196","SETM","600010","600111","BK0028","BK0084"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626173751","title":"美國稀土CEO回應國會質疑：力挺特朗普政府16億美元投資計劃","url":"https://stock-news.laohu8.com/highlight/detail?id=2626173751","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2626173751?lang=zh_tw&edition=fundamental","pubTime":"2026-04-11 02:59","pubTimestamp":1775847540,"startTime":"0","endTime":"0","summary":"美国稀土公司首席执行官芭芭拉·亨普顿周四表示，股东不应因美国商务部即将对该公司的投资条款而感到担忧。即便交易资金出现问题，协议仍将赋予政府股权。　　此次投资是特朗普政府更大范围“押注”稀土战略的一部分。据报道，一位游说人士曾向美方表示，美国稀土公司“针对中国以外供应稀缺的重稀土制定专项生产规划”，这成为政府注资的核心原因。","market":"us","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/2026-04-11/doc-inhuacxq7943759.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":"sina","symbols":["REMX","159715","SETM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626419121","title":"中稀有色最新公告：一季度淨利潤按年預增217%-281%稀土產品業績穩步提升","url":"https://stock-news.laohu8.com/highlight/detail?id=2626419121","media":"中金财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2626419121?lang=zh_tw&edition=fundamental","pubTime":"2026-04-10 18:54","pubTimestamp":1775818476,"startTime":"0","endTime":"0","summary":"中稀有色(600259.SH)公告称，预计2026年第一季度实现归属于上市公司股东的净利润为1.50亿元-1.80亿元，同比增加217.32%-280.78%。一季度稀土市场行情整体上涨，公司强化市场研判，并进一步统筹稀土业务采购及销售协同，稀土产品业绩稳步提升，实现预期利润。同时持续加强亏损企业治理，亏损企业同比实现减亏。公司参股企业大宝山公司保持稳产高产，铜硫钨产品产销量及价格均实现同比增长，企业盈利增加。为证券之星据公开信息整理，由AI算法生成(网信算备310104345710301240019号)，不构成投资建议。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushiyaowen/20260410/32137206.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["600259","159715","REMX","SETM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626193251","title":"北方稀土最新公告：二季度稀土精礦交易價格調整為3.88萬元/噸按月上漲約45%","url":"https://stock-news.laohu8.com/highlight/detail?id=2626193251","media":"中金财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2626193251?lang=zh_tw&edition=fundamental","pubTime":"2026-04-10 17:09","pubTimestamp":1775812154,"startTime":"0","endTime":"0","summary":"北方稀土(600111.SH)公告称，根据稀土精矿定价方法及2026年第一季度稀土氧化物价格，经测算并经公司2026年第6次总经理办公会审议通过，2026年第二季度稀土精矿交易价格调整为不含税38804元/吨(干量，REO=50%)，REO每增减1%、不含税价格增减776.08元/吨。注：北方稀土1月9日公告，一季度稀土精矿交易价格调整为不含税26834元/吨，据此估算，此次价格环比上涨约45%。为证券之星据公开信息整理，由AI算法生成(网信算备310104345710301240019号)，不构成投资建议。","market":"us","thumbnail":" http://caiji.3g.cnfol.com/colect/202604/10/20260410207066.png","type":0,"news_type":0,"thumbnails":[" http://caiji.3g.cnfol.com/colect/202604/10/20260410207066.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushiyaowen/20260410/32136672.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":"zhongjincaijing_highlight","symbols":["BK0028","BK0188","159715","SETM","REMX","BK0182","600111","BK0233","BK0196","BK0183","BK0084"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626491167","title":"包鋼股份(600010.SH)擬將2026年第二季度稀土精礦關聯交易價格調整為不含税38804元/噸","url":"https://stock-news.laohu8.com/highlight/detail?id=2626491167","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2626491167?lang=zh_tw&edition=fundamental","pubTime":"2026-04-10 15:52","pubTimestamp":1775807555,"startTime":"0","endTime":"0","summary":"智通财经APP讯，包钢股份(600010.SH)发布公告，按照计算公式和2026年第一季度稀土氧化物市场价格计算，公司拟将2026年第二季度稀土精矿关联交易价格调整为不含税38804元/吨(干量，REO=50%)，REO每增减1%、不含税价格增减766.08元/吨。","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":"http://www.zhitongcaijing.com/content/detail/1427030.html","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":"stock_zhitongcaijing","symbols":["BK0196","BK0028","BK0212","159715","SETM","BK0000","BK0012","REMX","600010","BK0201","BK0188","BK0183"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626164518","title":"稀土價格重回上行通道，稀土ETF華泰柏瑞（516780）有望受益","url":"https://stock-news.laohu8.com/highlight/detail?id=2626164518","media":"新浪基金","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2626164518?lang=zh_tw&edition=fundamental","pubTime":"2026-04-10 14:44","pubTimestamp":1775803440,"startTime":"0","endTime":"0","summary":"近期，稀土市场明显回暖，核心品种价格重回上行通道，稀土 ETF华泰柏瑞等相关产品也于2026年4月9日获资金净流入。Wind数据显示，在3月供需走弱、形成价格压力测试后，4月以来氧化镨钕等核心稀土品种价格再度上涨，截至4月6日氧化镨钕价格为72.94万元/吨，环比上涨2.3%，较去年底上涨20.13%。　　2025年产品年度报告显示，截至2025年12月31日，稀土ETF华泰柏瑞持有人户数达到6.03万户，是同期市场仅有的持有人户数超5万户的稀土主题ETF。","market":"other","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/money/fund/jjh/2026-04-10/doc-inhtywcx8115478.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":"sina","symbols":["REMX","516780","SETM","159715"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626416526","title":"正海磁材：無重稀土釹鐵硼磁體不在出口管制範圍內","url":"https://stock-news.laohu8.com/highlight/detail?id=2626416526","media":"中金财经","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2626416526?lang=zh_tw&edition=fundamental","pubTime":"2026-04-10 12:49","pubTimestamp":1775796571,"startTime":"0","endTime":"0","summary":"证券之星消息，正海磁材04月10日在投资者关系平台上答复投资者关心的问题。无重稀土钕铁硼磁体不在出口管制范围内。","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":"http://sc.stock.cnfol.com/gushiyaowen/20260410/32136009.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["159715","BK0028","BK0235","BK0014","SETM","REMX","BK0084","300224"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626909781","title":"商務部回應稀土出口管制：中美將通過經貿磋商機制保持溝通","url":"https://stock-news.laohu8.com/highlight/detail?id=2626909781","media":"新华社","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2626909781?lang=zh_tw&edition=fundamental","pubTime":"2026-04-09 15:12","pubTimestamp":1775718720,"startTime":"0","endTime":"0","summary":"新华社北京4月9日电（记者谢希瑶、黄韬铭）商务部9日举行例行新闻发布会。有记者问，有报道称，美国贸易代表格里尔表示将与北京方面展开工作层对话，请问是否会对继续延迟稀土出口管制有任何讨论和计划？商务部新闻发言人何亚东回应表示，根据中美吉隆坡经贸磋商共识，中方2025年10月9日公布的相关出口管制等措施，暂停实施至2026年11月10日。中美双方将通过经贸磋商机制就各自关切持续保持沟通。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：刘万里 SF014","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://finance.sina.com.cn/roll/2026-04-09/doc-inhtwtfe0966467.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":"sina","symbols":["159715","SETM","REMX"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":5,"pageCount":2,"totalSize":87,"code":"91000000","status":"200"}]}}