{"symbol":"SH600111","secucode":"600111.SH","items":[{"title":"氧化铒年内价格大幅上涨 8月以来多数稀土概念股获资金加仓","summary":"7月下旬以来，稀土主流品种仍处于下跌趋势。不过，中重稀土氧化铒价格上涨比较明显，且7月以来价格加速上涨。数据显示，氧化铒最新价格为62.75万元/吨，7月以来累计上涨33.14%，年内累计上涨77.11%。掺铒光纤放大器需求激增，进而推动稀土氧化铒的需求。","source":null,"url":"http://finance.eastmoney.com/news/1348,202608073835357436.html","info_code":"NW202608073835357436","show_time_timestamp":1786101042000,"show_time":"2026-08-07 19:10:42","publish_time_timestamp":0,"publish_time":"","update_time_timestamp":0,"update_time":"","raw":{"uniqueUrl":"http://finance.eastmoney.com/a/202608073835357436.html","url":"http://finance.eastmoney.com/news/1348,202608073835357436.html","code":"202608073835357436","infoCode":"NW202608073835357436","recordId":null,"source":null,"title":"氧化铒年内价格大幅上涨 8月以来多数稀土概念股获资金加仓","updateTime":0,"showDateTime":1786101042000,"publishDate":0,"sRatingName":null,"summary":"7月下旬以来，稀土主流品种仍处于下跌趋势。不过，中重稀土氧化铒价格上涨比较明显，且7月以来价格加速上涨。数据显示，氧化铒最新价格为62.75万元/吨，7月以来累计上涨33.14%，年内累计上涨77.11%。掺铒光纤放大器需求激增，进而推动稀土氧化铒的需求。"}},{"title":"供需缺口支撑价格走强！稀土永磁概念大爆发，中国稀土强势涨停","summary":"8月7日，稀土永磁概念异动拉升，中国稀土（000831.SZ）强势涨停，方邦股份（688020.SH）、中科磁业（301141.SZ）、九菱科技（920505.BJ）涨超10%，北方稀土（600111.SH）、华宏科技（002645.SZ）、银河磁体（300127.SZ）等多只个股同步跟涨。板块行情背后，大宗商品价格回暖、行业供需格局重构成为核心驱动因素。","source":null,"url":"http://stock.eastmoney.com/news/11791,202608073834999938.html","info_code":"NW202608073834999938","show_time_timestamp":1786073331000,"show_time":"2026-08-07 11:28:51","publish_time_timestamp":0,"publish_time":"","update_time_timestamp":0,"update_time":"","raw":{"uniqueUrl":"http://finance.eastmoney.com/a/202608073834999938.html","url":"http://stock.eastmoney.com/news/11791,202608073834999938.html","code":"202608073834999938","infoCode":"NW202608073834999938","recordId":null,"source":null,"title":"供需缺口支撑价格走强！稀土永磁概念大爆发，中国稀土强势涨停","updateTime":0,"showDateTime":1786073331000,"publishDate":0,"sRatingName":null,"summary":"8月7日，稀土永磁概念异动拉升，中国稀土（000831.SZ）强势涨停，方邦股份（688020.SH）、中科磁业（301141.SZ）、九菱科技（920505.BJ）涨超10%，北方稀土（600111.SH）、华宏科技（002645.SZ）、银河磁体（300127.SZ）等多只个股同步跟涨。板块行情背后，大宗商品价格回暖、行业供需格局重构成为核心驱动因素。"}},{"title":"北方稀土：公司选矿生产等资产于2018年12月出售","summary":"8月6日，北方稀土在互动平台回答投资者提问时表示，公司控股股东包钢（集团）公司作为发起人作价入股的资产为：包头钢铁公司所属稀土三厂及选矿厂稀选车间。稀土三厂后续改扩建，整合为公司的冶炼分公司，一直作为公司重要的冶炼分离厂持续生产；为盘活公司存量资产，提高资金使用效率和效益，公司选矿生产等资产于2018年12月出售。","source":null,"url":"http://finance.eastmoney.com/news/1354,202608063834058213.html","info_code":"NW202608063834058213","show_time_timestamp":1786017360000,"show_time":"2026-08-06 19:56:00","publish_time_timestamp":0,"publish_time":"","update_time_timestamp":0,"update_time":"","raw":{"uniqueUrl":"http://finance.eastmoney.com/a/202608063834058213.html","url":"http://finance.eastmoney.com/news/1354,202608063834058213.html","code":"202608063834058213","infoCode":"NW202608063834058213","recordId":null,"source":null,"title":"北方稀土：公司选矿生产等资产于2018年12月出售","updateTime":0,"showDateTime":1786017360000,"publishDate":0,"sRatingName":null,"summary":"8月6日，北方稀土在互动平台回答投资者提问时表示，公司控股股东包钢（集团）公司作为发起人作价入股的资产为：包头钢铁公司所属稀土三厂及选矿厂稀选车间。稀土三厂后续改扩建，整合为公司的冶炼分公司，一直作为公司重要的冶炼分离厂持续生产；为盘活公司存量资产，提高资金使用效率和效益，公司选矿生产等资产于2018年12月出售。"}},{"title":"供需缺口持续存在！稀土永磁表现强势 2026高增长个股来了","summary":"稀土永磁概念8月6日早盘表现强势，有研新材涨停，银河磁体、西磁科技、厦门钨业、九菱科技跟涨。7月21日以来，稀土永磁概念指数累计上涨13.32%。行业供给持续偏紧消息面上，据财联社报道，在中国物流与采购联合会重点监测的50种大宗商品中，7月价格环比上涨的大宗商品有14种。其中，焦炭、氧化镨钕和瓦楞纸涨幅居前，环比分别上涨7.1%、6.4%和5.6%。","source":null,"url":"http://finance.eastmoney.com/news/11139,202608063833698157.html","info_code":"NW202608063833698157","show_time_timestamp":1785989638000,"show_time":"2026-08-06 12:13:58","publish_time_timestamp":0,"publish_time":"","update_time_timestamp":0,"update_time":"","raw":{"uniqueUrl":"http://finance.eastmoney.com/a/202608063833698157.html","url":"http://finance.eastmoney.com/news/11139,202608063833698157.html","code":"202608063833698157","infoCode":"NW202608063833698157","recordId":null,"source":null,"title":"供需缺口持续存在！稀土永磁表现强势 2026高增长个股来了","updateTime":0,"showDateTime":1785989638000,"publishDate":0,"sRatingName":null,"summary":"稀土永磁概念8月6日早盘表现强势，有研新材涨停，银河磁体、西磁科技、厦门钨业、九菱科技跟涨。7月21日以来，稀土永磁概念指数累计上涨13.32%。行业供给持续偏紧消息面上，据财联社报道，在中国物流与采购联合会重点监测的50种大宗商品中，7月价格环比上涨的大宗商品有14种。其中，焦炭、氧化镨钕和瓦楞纸涨幅居前，环比分别上涨7.1%、6.4%和5.6%。"}},{"title":"行业供给持续偏紧 机构称稀土产业链中游瓶颈资产迎来价值重估","summary":"在中国物流与采购联合会重点监测的50种大宗商品中，7月价格环比上涨的大宗商品有14种。其中，焦炭、氧化镨钕和瓦楞纸涨幅居前，环比分别上涨7.1%、6.4%和5.6%。氧化镨钕是稀土产业链的“枢纽级原料”，下游绑定新能源、高端制造、军工、电子，是稀土板块核心交易品种，行业景气度直接跟随新能源车、风电、机器人产业周期波动。","source":null,"url":"http://finance.eastmoney.com/news/1354,202608063833142657.html","info_code":"NW202608063833142657","show_time_timestamp":1785977580000,"show_time":"2026-08-06 08:53:00","publish_time_timestamp":0,"publish_time":"","update_time_timestamp":0,"update_time":"","raw":{"uniqueUrl":"http://finance.eastmoney.com/a/202608063833142657.html","url":"http://finance.eastmoney.com/news/1354,202608063833142657.html","code":"202608063833142657","infoCode":"NW202608063833142657","recordId":null,"source":null,"title":"行业供给持续偏紧 机构称稀土产业链中游瓶颈资产迎来价值重估","updateTime":0,"showDateTime":1785977580000,"publishDate":0,"sRatingName":null,"summary":"在中国物流与采购联合会重点监测的50种大宗商品中，7月价格环比上涨的大宗商品有14种。其中，焦炭、氧化镨钕和瓦楞纸涨幅居前，环比分别上涨7.1%、6.4%和5.6%。氧化镨钕是稀土产业链的“枢纽级原料”，下游绑定新能源、高端制造、军工、电子，是稀土板块核心交易品种，行业景气度直接跟随新能源车、风电、机器人产业周期波动。"}}]}