港股详情

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稀土概念

3,133.242

-111.694-3.44%

涨家数：- -

跌家数：4

平家数：1

市盈率：- -

高：3,210.045

开：3,203.830

低：3,104.421

收：3,244.936

成交量：1.31亿

成交额：17.17亿

市值：3,394.45亿

流通市值：931.95亿

数据加载中...

总览新闻资讯

10.37亿元！华能756.25MW风电项目中标候选人公示

龙船风电网

稀镁科技盘中异动下午盘大幅下跌5.38%报0.088港元

金风科技盘中异动下午盘大幅跳水5.07%报13.120港元

有色金属跌出“黄金坑”，Q3机构持续加仓！关注天弘中证工业有色金属主题C（017193）

一周风电项目汇总（10.27-10.31）

北极星电力网

CWP2025观察丨“风光氢储”一体化勾勒全链零碳图景

北极星电力网

生态环境部：以碳市场推动铝冶炼等行业绿色低碳减排

中国有色金属报

港股异动 | 江西铜业股份(00358)现跌超4% 铜精矿冶炼加工费下滑拖累毛利机构预计影响总体可控

金风科技发布钢混塔架新系列产品，扩展混塔应用场景

北极星电力网

【券商聚焦】中国银河证券：经济与流动性预期边际好转有望在Q4顺周期大宗商品有色金属价格上行

【市场聚焦】铝：年内维持平稳，中期呈内强外弱、近强远弱

海外与海风打开第二增长曲线风电产业链盈利水平持续提升

明阳智能预中标！三峡福建海上风电项目

海上风电观察

前三季度海洋生产总值同比增5.6%，海洋原油、天然气产量双增

21世纪经济报道

风电行业2026年度投资策略：乘风而起，行业业绩与信心共振

海上风电正成新蓝海，这些基金已重仓布局！

市值风云客户端

金风科技股东和谐健康减持4095万股

安泰科2025年中国国际铝业周的这场会议要点来了！

金瑞期货微服务

每日卖空追踪 | 中国铝业 11月03日卖空量成交501.2万股，卖空比例为8.97%

中国铝业11月03日主力净流入2543.2万元散户资金抛售

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16:09","pubTimestamp":1762243758,"startTime":"0","endTime":"0","summary":"11月4日，中国华能电子商务平台发布《华能河北乐亭等18个风电项目共计1897.15MW风力发电机组及其附属设备集中采购预招标中标候选人公示》，标段一、四、五规模合计756.25MW。第三中标候选人：金风科技股份有限公司，投标报价:26500万元。据了解，华能河北乐亭等18个风电项目共计1897.15MW项目分为5个标段，具体标段划分及采购设备的名称、数量、技术规格，详见下表。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251104162011a6dfe7ff&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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15:17","pubTimestamp":1762240662,"startTime":"0","endTime":"0","summary":"2025年11月04日下午盘15时17分，稀镁科技股票出现波动，股价快速下跌5.38%。截至发稿，该股报0.088港元/股，成交量204万股，换手率0.34%，振幅3.23%。资金方面，该股资金流入2.506万港元，流出13.627万港元。稀镁科技股票所在的其它金属矿物行业中，整体跌幅为1.25%。其相关个股中，中国金石、倍搏集团、利记涨幅较大，振幅较大的相关个股有能源及能量环球、新疆新鑫矿业、赣锋锂业，振幅分别为15.19%、10.00%、9.75%。该公司主要于中国和欧洲开展业务。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025110415174294edfb9e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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14:22","pubTimestamp":1762237360,"startTime":"0","endTime":"0","summary":"2025年11月04日下午盘14时22分，金风科技股票出现异动，股价快速跳水5.07%。截至发稿，该股报13.120港元/股，成交量1277.97万股，换手率1.65%，振幅7.16%。金风科技股票所在的环保工程行业中，整体跌幅为0.03%。该信息摘要如下：金风科技午后涨超5%，截至发稿，涨4.32%，报13.75港元，成交额2.04亿港元。消息面上，近日，金风科技成功签署沙特PIF5风电项目协议，将为总容量3GW的风电项目提供从设备到运维的全生命周期解决方案。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511041422409752be1b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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13:29","pubTimestamp":1762234141,"startTime":"0","endTime":"0","summary":"截至中午收盘，有色金属板块连续三天调整，中证工业有色金属主题指数下跌1.94%，年内涨超71%，远超同期上证指数18%的涨幅。同时能源金属和小金属价格上涨，带动企业业绩增长及板块表现。天弘中证工业有色金属主题C业绩比较基准为中证工业有色金属主题指数收益率*95%+银行活期存款利率(税后)*5%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025110413350994edccb6&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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13:28","pubTimestamp":1762234080,"startTime":"0","endTime":"0","summary":"大唐279.5MW风电项目开标10月27日，大唐重庆武隆蒲板62.5MW风电项目、大唐河北高邑100MW市场化风电项目等四个风电项目机组采购中标候选人公示，规模共计279.5MW。龙源电力募资投建海、陆风电项目10月30日，龙源电力发布《2025年度向特定对象发行A股股票预案》。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025110413303294edcae9&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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11:03","pubTimestamp":1762225380,"startTime":"0","endTime":"0","summary":"3走向融合CWP2025推动一体化从概念走向实践从行业发展的视角来看，在推动“风光氢储”一体化产业融合中，CWP2025扮演了三大关键角色。CWP2025同期举办的多场相关论坛，成为“风光储氢”一体化产业融合的“思想引擎”，不同主题的论坛从技术瓶颈、机制创新、项目实践等维度，为产业融合提供了清晰路径。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511041104479752678b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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10:52","pubTimestamp":1762224739,"startTime":"0","endTime":"0","summary":"纳入碳市场将有效推动这3个行业绿色低碳转型，主要体现在以下3个方面。根据统计，钢铁、水泥、铝冶炼3个行业纳入之后，行业主体进一步多元，通过碳排放权交易市场制度，推动跨行业资源配置，有利于降低全社会的减排成本。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251104105225a4868e8f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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10:33","pubTimestamp":1762223607,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，江西铜业股份现跌超4%，截至发稿，跌3.91%，报30港元，成交额2.62亿港元。三季度公司毛利润40.8亿元，环比下降11亿元，主因铜精矿冶炼加工费下滑。国信证券发布研报称，全球铜精矿供应愈加紧张。对于江西铜业而言，2025年阴极铜产量目标237万吨，前三季度产量估计180万吨，四季度生产压力不大。","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/1364856.html","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":"stock_zhitongcaijing","symbols":["LU0405327148.USD","BK1592","BK1568","00358","BK1513","BK1206","BK1594","LU0405327494.USD"],"gpt_icon":0},{"id":"2580203774","title":"金风科技发布钢混塔架新系列产品，扩展混塔应用场景","url":"https://stock-news.laohu8.com/highlight/detail?id=2580203774","media":"北极星电力网","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2580203774?lang=zh_cn&edition=fundamental","pubTime":"2025-11-04 09:17","pubTimestamp":1762219020,"startTime":"0","endTime":"0","summary":"在2025年北京国际风能大会暨展览会上，金风科技正式发布钢混塔架新系列产品——125米标准高度钢混塔架及204米超高钢混塔架。新能源市场化变革下，产品设计应进一步摆脱“参数竞赛”，锚定价值创造，金风科技不以“追高”为唯一准绳，而是坚持以市场需求为导向，打造与多元场景精准匹配的混塔产品矩阵，拓展混塔应用空间。未来，金风将继续携手产业链伙伴，共同推动混塔技术在风电各应用场景中的深度融合与适配。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251104092506a4865797&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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中国银河证券表示，2025Q3主动权益类公募基金继续增持A股有色金属行业，有色金属行业重仓持股市值占股票投资市值比上行至2.84%。该机构指，中美经贸谈判顺利，美联储持续降息并将于12月停止缩表，经济与流动性预期边际好转有望在2025Q4继续支撑铜铝等顺周期大宗商品有色金属价格上行。且2025Q3后主动权益类公募基金对A股铝板块的持仓占比处于近4年的低位，后续有加大增持空间。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250106/ZmQ4YWNjMjZmNDUwZDg4ZTlkYjEwZTY1NmI3NmEzMzkwOTI4OTA5.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/ZmQ4YWNjMjZmNDUwZDg4ZTlkYjEwZTY1NmI3NmEzMzkwOTI4OTA5.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1968961","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":null,"symbols":["06881","LU0215049551.USD","000819.SH","LU0572939691.SGD","BK1190","00098","BK1594","LU1303224171.USD","LU0823431563.USD","BK1513","LU1166156734.SGD","LU0405327494.USD","161715","00486","01378","01208","BK1206","00358","01258","BK1564","165316","BK1170","LU0287142896.SGD","BK1592","LU1719994722.HKD","BK0188","161027","LU0307460666.USD","LU1251922891.USD","BK1568","LU0572940350.SGD","LU0950373646.USD","02600","LU1224709979.USD","LU0469268626.HKD","02078","BK0276","BK1500","LU0588546209.SGD","LU0264606111.USD","LU0702159699.USD","159871","SG9999001093.SGD","02610","601881","LU0405327148.USD","00661","000979.SH"],"gpt_icon":0},{"id":"2580756976","title":"【市场聚焦】铝：年内维持平稳，中期呈内强外弱、近强远弱","url":"https://stock-news.laohu8.com/highlight/detail?id=2580756976","media":"新浪财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2580756976?lang=zh_cn&edition=fundamental","pubTime":"2025-11-04 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23:08","pubTimestamp":1762182492,"startTime":"0","endTime":"0","summary":"陆风方面，在“反内卷”背景下，今年以来风机招标量价表现较好，中标价格平稳抬升。海风方面，由于区域市场特征明显，竞争格局较为稳定，海风盈利维持较好水平。同时海风价格较高，约为陆风的两倍左右，盈利能力也更强。风机从三季度开始进入涨价兑现阶段，但交付价格仍处于底部，三季度业绩难以完全反映涨价带来的盈利增长，叠加前期涨幅较大，近期部分短线资金兑现离场，但风电产业链盈利水平或将不断提升。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251104005432a4859d5a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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POWER海上风电观察获悉，10月31日，三峡福清兴化湾海上风电场一期项目风力发电机组(含塔筒)设备采购（重新招标）中标候选人公示，明阳智能为第一中标候选人，投标报价10285.5万元；金风科技为第二中标候选人，投标报价10275万元。三峡福清兴化湾海上风电场一期项目位于福州市福清市兴化湾内，总装机规模77.4MW，已完成8个风电机组生产厂家的14台试验样机建设。本次招标范围为3台单机容量5MW的海上风力发电机组及配套塔筒设备（含塔筒底法兰、过渡法兰（根据投标人投标方案自行配置））、专用工具、五年质保期的备品备件及易耗品等及其配套服务。来源：北极星风力发电网","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251104010456a485a0fa&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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20:08","pubTimestamp":1762171731,"startTime":"0","endTime":"0","summary":"此外，2024年欧洲海风拍卖量创历史新高，大金重工已成为欧洲市场排名第一的海上风电基础装备供应商，2025年以来已签订4个欧洲海风海工订单，有望全面受益于欧洲海风的高景气周期。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511032008559750eea1&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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19:21","pubTimestamp":1762168863,"startTime":"0","endTime":"0","summary":"欧洲是全球海上风电的主要市场之一，2024年欧洲海风新增装机占全球的比例高达34%，其沿海优质风能资源和减排目标驱动下，未来装机增速预计可观。重仓风电板块的基金目前A股市场上没有风电类型的ETF基金，基金投资者要想布局风电板块，只能通过主动管理基金来投资该板块。截至今年三季度，该基金前三大重仓板块分别是工业金属、半导体和风电设备，风电设备的持有比例偏少。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251103192736a48508af&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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18:30","pubTimestamp":1762165800,"startTime":"0","endTime":"0","summary":"11月3日，金风科技发布公告，2025年10月31日，股东和谐健康保险股份有限公司-万能产品通过集中竞价交易方式减持公司股份4095万股，占公司总股本的比例为0.969314%，占剔除公司回购专用账户中的股份数量后总股本的比例为0.969964%。　　2025年前三季度，金风科技实现收入481.47亿元，归母净利润25.84亿元。","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/stock/relnews/cn/2025-11-03/doc-infwcqvr1236836.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK1546","BK0196","002202","BK0086","BK0187","BK0188","BK1558","BK0259","BK0183","02208","BK0136","BK1205","BK1526","BK1594","BK1513","BK0028","BK0034"],"gpt_icon":0},{"id":"2580244464","title":"安泰科2025年中国国际铝业周的这场会议要点来了！","url":"https://stock-news.laohu8.com/highlight/detail?id=2580244464","media":"金瑞期货微服务","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2580244464?lang=zh_cn&edition=fundamental","pubTime":"2025-11-03 17:29","pubTimestamp":1762162164,"startTime":"0","endTime":"0","summary":"核心观点10月29日，由中国有色金属工业协会、陕西有色联合主办，北京安泰科承办的2025年中国国际铝业周在陕西西安开幕，铝行业生产、贸易、金融、交易等1000余名代表共讨氧化铝和电解铝行情及未来展望。数据来源：安泰科2对我国电解铝市场走势分析会上，安泰科事业部经理申凌燕就25年全球铝市场的现状进行了详细总结，并对26年全球铝市场进行了细致的分析预测。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251103210959a4853d9e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:30","pubTimestamp":1762158630,"startTime":"0","endTime":"0","summary":"中国铝业北京时间11月03日，涨2.43%，卖空量成交501.2万股，较上一交易日减少29.43%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251103163410a6dd6a07&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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中国铝业股价涨2.43%，报收10.12元，成交金额5.5亿元，换手率1.42%，振幅6.07%，量比0.61。中国铝业今日主力资金净流入2543.2万元，上一交易日主力净流出3423.9万元。该股近5个交易日上涨11.87%，主力资金累计净流入1.6亿元；近20日主力资金累计净流入4.7亿元，其中净流入天数为13日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251103162017a4849d5a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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