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稀土 - 钛刻 - 科技风向旗 - 深度刻画技术趋势,引领数字未来 - 钛刻科技 | TCTI.cn - 钛刻 (TCTI.cn) 为您提供最前沿的硬核科技资讯、深度评测和未来技术趋势分析。

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我国稀土、钨、锡等 14 种矿产储量居世界第一位，新一轮找矿突破行动成果公布

IT之家 4 月 29 日消息，据央视新闻今日报道，我国新一轮找矿突破战略行动取得一系列新突破，矿产资源家底进一步夯实，有力保障了国家能源资源安全。 自然资源部表示，2021 年启动新一轮找矿突破战略行动以来， 我国矿产资源储量大幅增长，新发现战略性矿产大中型矿产地（油气田）39

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tech www.ithome.com 2026-04-29 10:21:24+08:00

A股三大指数集体收涨，稀土板块走强

36氪获悉，A股三大指数集体收涨，沪指涨0.71%，深成指涨1.96%，创业板指涨2.51%；稀土、锂矿、黄金板块领涨，北方稀土、西藏珠峰涨停，四川黄金涨超7%；工业气体、CRO、GPU概念跌幅居前，华特气体跌超8%，睿智医药跌超5%，海光信息跌超3%。

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tech 36kr.com

创业板指盘中涨超2%

36氪获悉，创业板指盘中涨超2%，上证指数现涨0.15%；稀土永磁、锂矿、玻璃玻纤、游戏、传媒、贵金属、CPO等板块涨幅居前；全市超3900股上涨。

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创业板指拉升涨超1%

36氪获悉，创业板指拉升涨超1%，沪指涨0.05%，深成指涨0.79%，猪肉、食品、房地产、稀土永磁等方向涨幅居前，沪深京三市上涨个股近3800只。

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中国稀土：一季度净利润1.39亿元，同比增长90.8%

36氪获悉，中国稀土4月27日披露一季报，公司2026年一季度实现营业收入8.21亿元，同比增长12.79%；归属于上市公司股东的净利润1.39亿元，同比增长90.8%。

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美国稀土公司以28亿美元收购巴西Serra Verde

美国稀土公司宣布，已就收购巴西Serra Verde集团达成最终协议，交易价值约28亿美元，旨在打造一家涵盖采矿、加工和磁铁制造的全球稀土行业领军企业。根据协议，美国稀土将支付3亿美元现金，并发行约1.2685亿股新普通股。按4月17日收盘价19.95美元计算，Serra Ver

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美国稀土公司拟以28亿美元收购巴西稀土开发商塞拉贝尔德

美国稀土公司4月20日宣布，已签署最终协议，将收购巴西稀土开发商塞拉贝尔德（Serra Verde）100%的股权，塞拉贝尔德拥有位于巴西戈亚斯州（Goiás）的Pela Ema稀土矿及加工厂。本次交易对价包括3亿美元现金及1.26849亿股新发行的USAR普通股；若按USAR截

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北方稀土：2025年净利润23亿元，同比增长124%

36氪获悉，北方稀土发布2025年业绩报告。报告显示，实现营业收入425.63亿元，同比增长29.11%；归属于上市公司股东的净利润为22.51亿元，同比增长124.17%。公司拟向全体股东每股派发现金红利0.13元(含税)，不送红股，不进行资本公积金转增股本。

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中信证券：稀土管制开启中国高端陶瓷历史机遇期

36氪获悉，中信证券研报指出，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，因此我们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。我们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

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北方稀土：一季度净利同比预增109%-118%

36氪获悉，北方稀土公告，预计2026年第一季度实现归属于上市公司股东的净利润9亿元-9.4亿元，同比增加109.14%-118.43%。

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36 获悉 同比 公司 创业板 北方 净利润 亿元 增长 实现