{"symbol":"SH600111","secucode":"600111.SH","items":[{"title":"【调研快报】北方稀土接待投资者网上提问调研","summary":"北方稀土6月9日公告称，5月27日接待投资者网上提问调研。接待人员包括董事、董事会秘书、首席合规官吴永钢,董事、财务总监宋泠。公司就以下问题进行了回复：问题1:请问公司对2026年上半年业绩的展望?答:随着新能源汽车、工业电机、人形机器人、风电、低空经济等下游产业蓬勃发展对稀土产品的需求拉动,稀土产业将继续呈现向上向好向优发展趋势。","source":null,"url":"http://stock.eastmoney.com/news/11064,202606093765197118.html","info_code":"NW202606093765197118","show_time_timestamp":1780997669000,"show_time":"2026-06-09 17:34:29","publish_time_timestamp":0,"publish_time":"","update_time_timestamp":0,"update_time":"","raw":{"uniqueUrl":"http://stock.eastmoney.com/a/202606093765197118.html","url":"http://stock.eastmoney.com/news/11064,202606093765197118.html","code":"202606093765197118","infoCode":"NW202606093765197118","recordId":null,"source":null,"title":"【调研快报】北方稀土接待投资者网上提问调研","updateTime":0,"showDateTime":1780997669000,"publishDate":0,"sRatingName":null,"summary":"北方稀土6月9日公告称，5月27日接待投资者网上提问调研。接待人员包括董事、董事会秘书、首席合规官吴永钢,董事、财务总监宋泠。公司就以下问题进行了回复：问题1:请问公司对2026年上半年业绩的展望?答:随着新能源汽车、工业电机、人形机器人、风电、低空经济等下游产业蓬勃发展对稀土产品的需求拉动,稀土产业将继续呈现向上向好向优发展趋势。"}},{"title":"稀土永磁概念午后活跃 龙磁科技涨超15%","summary":"稀土永磁概念午后活跃，龙磁科技涨超15%，万朗磁塑涨停，中国稀土、大地熊、中科磁业、北方稀土、金力永磁跟涨。消息面上，国投证券研报称，AI高容MLCC爆发，高纯氧化镝为高容介质必备原料，无成熟替代。全球高纯镝紧缺，2027年AI-MLCC新增镝需求1500吨，需求突变或重塑重稀土格局。","source":null,"url":"http://finance.eastmoney.com/news/1354,202606093764965521.html","info_code":"NW202606093764965521","show_time_timestamp":1780982418000,"show_time":"2026-06-09 13:20:18","publish_time_timestamp":0,"publish_time":"","update_time_timestamp":0,"update_time":"","raw":{"uniqueUrl":"http://finance.eastmoney.com/a/202606093764965521.html","url":"http://finance.eastmoney.com/news/1354,202606093764965521.html","code":"202606093764965521","infoCode":"NW202606093764965521","recordId":null,"source":null,"title":"稀土永磁概念午后活跃 龙磁科技涨超15%","updateTime":0,"showDateTime":1780982418000,"publishDate":0,"sRatingName":null,"summary":"稀土永磁概念午后活跃，龙磁科技涨超15%，万朗磁塑涨停，中国稀土、大地熊、中科磁业、北方稀土、金力永磁跟涨。消息面上，国投证券研报称，AI高容MLCC爆发，高纯氧化镝为高容介质必备原料，无成熟替代。全球高纯镝紧缺，2027年AI-MLCC新增镝需求1500吨，需求突变或重塑重稀土格局。"}},{"title":"景顺长城基金：有色金属行业当前估值性价比突出","summary":"上证报中国证券网讯今年3月以来，受中东地缘冲突推升通胀预期、前期获利资金止盈及AI板块吸金等多重因素影响，有色金属板块经历了一轮调整。然而，近期市场对该板块的关注度正悄然回升。景顺长城中证有色金属矿业主题ETF联接拟任基金经理汪洋表示，尽管板块阶段性震荡回调，但有色金属行业核心投资逻辑未变，需求扩张、供给约束及宏观环境三重驱动因素依然坚实。","source":null,"url":"http://finance.eastmoney.com/news/1348,202606083763925122.html","info_code":"NW202606083763925122","show_time_timestamp":1780912200000,"show_time":"2026-06-08 17:50:00","publish_time_timestamp":0,"publish_time":"","update_time_timestamp":0,"update_time":"","raw":{"uniqueUrl":"http://finance.eastmoney.com/a/202606083763925122.html","url":"http://finance.eastmoney.com/news/1348,202606083763925122.html","code":"202606083763925122","infoCode":"NW202606083763925122","recordId":null,"source":null,"title":"景顺长城基金：有色金属行业当前估值性价比突出","updateTime":0,"showDateTime":1780912200000,"publishDate":0,"sRatingName":null,"summary":"上证报中国证券网讯今年3月以来，受中东地缘冲突推升通胀预期、前期获利资金止盈及AI板块吸金等多重因素影响，有色金属板块经历了一轮调整。然而，近期市场对该板块的关注度正悄然回升。景顺长城中证有色金属矿业主题ETF联接拟任基金经理汪洋表示，尽管板块阶段性震荡回调，但有色金属行业核心投资逻辑未变，需求扩张、供给约束及宏观环境三重驱动因素依然坚实。"}},{"title":"有色金属行业资金流出榜：紫金矿业、北方稀土等净流出资金居前","summary":"沪指6月8日下跌1.70%，申万所属行业中，今日上涨的有2个，涨幅居前的行业为银行、煤炭，涨幅分别为0.60%、0.39%。跌幅居前的行业为有色金属、电子，跌幅分别为5.46%、4.33%。有色金属行业位居今日跌幅榜首位。","source":null,"url":"http://stock.eastmoney.com/news/1406,202606083763665446.html","info_code":"NW202606083763665446","show_time_timestamp":1780909920000,"show_time":"2026-06-08 17:12:00","publish_time_timestamp":0,"publish_time":"","update_time_timestamp":0,"update_time":"","raw":{"uniqueUrl":"http://finance.eastmoney.com/a/202606083763665446.html","url":"http://stock.eastmoney.com/news/1406,202606083763665446.html","code":"202606083763665446","infoCode":"NW202606083763665446","recordId":null,"source":null,"title":"有色金属行业资金流出榜：紫金矿业、北方稀土等净流出资金居前","updateTime":0,"showDateTime":1780909920000,"publishDate":0,"sRatingName":null,"summary":"沪指6月8日下跌1.70%，申万所属行业中，今日上涨的有2个，涨幅居前的行业为银行、煤炭，涨幅分别为0.60%、0.39%。跌幅居前的行业为有色金属、电子，跌幅分别为5.46%、4.33%。有色金属行业位居今日跌幅榜首位。"}},{"title":"稀土永磁概念异动拉升","summary":"稀土永磁概念异动拉升","source":null,"url":"http://finance.eastmoney.com/news/1354,202606043760253229.html","info_code":"NW202606043760253229","show_time_timestamp":1780550820000,"show_time":"2026-06-04 13:27:00","publish_time_timestamp":0,"publish_time":"","update_time_timestamp":0,"update_time":"","raw":{"uniqueUrl":"http://finance.eastmoney.com/a/202606043760253229.html","url":"http://finance.eastmoney.com/news/1354,202606043760253229.html","code":"202606043760253229","infoCode":"NW202606043760253229","recordId":null,"source":null,"title":"稀土永磁概念异动拉升","updateTime":0,"showDateTime":1780550820000,"publishDate":0,"sRatingName":null,"summary":"稀土永磁概念异动拉升"}}]}