[Graphical Analysis of Bull and Bear Stocks] Rare earth concept stocks lead in gains, oil and gas exploration sector shows strong performance

This week, the three major A-share indices showed mixed changes, with the Shanghai Composite Index falling 0.25% week-on-week, the Shenzhen Component Index dropping 0.6%, and the ChiNext Index rising 0.21%. In terms of sectors, the oil and gas extraction and precious metals sectors saw significant rebounds, while rare earth concept stocks performed actively.

This week, rare earth concept stocks led the gains, with China Science Magnetism Co., Ltd. rising 63.61% week-on-week, Beikuang Science & Technology Co., Ltd. up 61.09%, and Jiuling Technology Co., Ltd. gaining 55.01%. In terms of news, recently, several rare earth magnetic material enterprises have obtained export licenses. The Ministry of Commerce stated that it has approved a certain number of compliant applications in accordance with the law and will continue to strengthen the approval process. Currently, the demand for rare earth permanent magnets in sectors such as NEVs, wind power generation, industrial robots, and humanoid robots remains robust. With the development of robotics technology, the demand for high-performance rare earth permanent magnets may bring new growth points to the rare earth industry.

This week, the oil and gas extraction sector performed strongly, with Keli Co., Ltd. rising 37.78% week-on-week and Tongyuan Petroleum up 21.34%. In terms of news, influenced by the tense situation in the Middle East, Brent crude oil prices surged significantly. The rise in oil prices directly expanded the profit margins of oil and gas extraction enterprises and enhanced their profitability expectations.

In terms of net inflows of the most-traded contract funds this week, Zijin Mining and East Money Information Co., Ltd. saw net inflows exceeding 1 billion yuan. In terms of net outflows of the most-traded contract funds, Kweichow Moutai, BYD, Wuliangye Yibin Co., Ltd., InnoLight Technology Corporation, and Hygon Information Technology Co., Ltd. experienced net outflows exceeding 1 billion yuan this week.