每经AI快讯，中国白银集团(00815.HK)涨近3%，截至发稿，涨2.94%，报0.7港元，成交额530.09万港 元。 ...

Core Viewpoint - The silver market is experiencing a structural shortage for the fifth consecutive year, driven by limited mining output and increasing consumption in renewable energy, electronics, and other industrial sectors [1] Group 1: Company Performance - China Silver Group (00815) saw its stock price rise over 4%, currently trading at 0.7 HKD with a transaction volume of 5.3 million HKD [1] Group 2: Market Trends - Spot silver prices have surged above 65 USD per ounce, marking one of the strongest rebounds in commodities for 2025 [1] - Analysts from Guosen Futures highlight that the rapid development of new energy and electronics industries is expanding the industrial applications of silver, intensifying concerns over the supply-demand gap [1] Group 3: Economic Indicators - Everbright Futures anticipates the upcoming non-farm payroll data to guide future Federal Reserve monetary policy, maintaining a cautiously optimistic outlook on silver [1] - China International Capital Corporation (CICC) notes that the international trade situation in 2025 is expected to disrupt the global macro environment, benefiting precious metals like gold and silver amid uncertainty [1]

Market Overview - The market sentiment improved significantly due to favorable news from the Central Economic Work Conference, with the Hang Seng Index rising by 1.75% and returning to 26,000 points [1] - Major technology stocks collectively increased, with NetEase rising over 4%, Tencent and Alibaba up over 2%, and other tech companies like Xiaomi, Baidu, JD.com, and Kuaishou also seeing gains [1][3] Sector Performance - **Electric Power Equipment**: Strong performance with Dongfang Electric up over 13% and other companies like Harbin Electric and Shanghai Electric also showing significant gains [1][5] - **Financial Sector**: All major financial stocks, including China Pacific Insurance and CITIC Securities, saw increases, with HSBC reaching a market value of over HKD 2 trillion [1][8] - **Precious Metals**: Gold and silver prices surged, leading to active trading in gold stocks, with China Silver Group rising nearly 6% [1][6] - **Consumer Sector**: Restaurant stocks were active, with companies like Da Shi and Haidilao seeing notable increases, driven by policies aimed at boosting consumption [10] - **Real Estate**: Property stocks rose, with Longguang Group increasing over 4%, supported by policies to stabilize the real estate market [12] Individual Stock Highlights - **NetEase**: Stock price increased by 4.20% to HKD 218.40 [4] - **Dongfang Electric**: Stock price surged by 13.59% to HKD 24.90 [5] - **China Pacific Insurance**: Stock price rose by 5.68% to HKD 34.60 [9] - **China Silver Group**: Stock price increased by 5.80% to HKD 0.730 [7] - **Xuan Bamboo Bio**: Stock price increased by 25.19% to HKD 96.90, reaching a new high [16][19] Economic Policy Impact - The Central Economic Work Conference emphasized the importance of domestic demand and consumer spending, with plans to implement measures to boost consumption and stabilize the real estate market [10][12]

中银证券（601696）认为，白银补涨弹性或优于黄金。黄金仍处于上升通道，但当前处于加速上行后的 高位震荡阶段，后续行情的催化关键在于"实际利率下行"与"美元走弱"能否形成共振。相比之下，白银 的短期确定性更强。当前处于历史高位的"金银比"蕴含着较大的修复空间，而光伏等工业领域需求增长 为银价提供了支撑，较低的库存水平使其价格短期弹性或优于黄金。 消息面上，12月11日，现货白银价格收涨2.94%，报63.551美元/盎司，盘中一度触及64.308美元/盎司的 历史新高。今年以来，伦敦银现涨幅已达到100%以上。光大期货有色金属研究总监展大鹏认为，近期 白银价格大幅上涨是宏观环境、供需格局和市场情绪三重共振的结果。 中国白银集团(00815)再涨近6%，截至发稿，涨4.35%，报0.72港元，成交额2912.59万港元。 ...

中银证券认为，白银补涨弹性或优于黄金。黄金仍处于上升通道，但当前处于加速上行后的高位震荡阶 段，后续行情的催化关键在于"实际利率下行"与"美元走弱"能否形成共振。相比之下，白银的短期确定 性更强。当前处于历史高位的"金银比"蕴含着较大的修复空间，而光伏等工业领域需求增长为银价提供 了支撑，较低的库存水平使其价格短期弹性或优于黄金。 智通财经APP获悉，中国白银集团(00815)再涨近6%，截至发稿，涨4.35%，报0.72港元，成交额2912.59 万港元。 消息面上，12月11日，现货白银价格收涨2.94%，报63.551美元/盎司，盘中一度触及64.308美元/盎司的 历史新高。今年以来，伦敦银现涨幅已达到100%以上。光大期货有色金属研究总监展大鹏认为，近期 白银价格大幅上涨是宏观环境、供需格局和市场情绪三重共振的结果。 ...

消息面上，12月10日，现货白银向上触及61美元/盎司，再创历史新高。值得一提的是，今年以来，白 银涨幅已接近110%，表现远超黄金和铂金。目前市场普遍押注美联储将在本周三结束的会议上宣布降 息25个基点。此外，南华期货（603093）研究院高级总监周骥分析称，白银兼具工业属性，光伏用银量 占全球需求比重的上升、AI算力服务器用银量较传统设备的增加，使工业刚需爆发形成强支撑。 中国白银集团 分时图 日K线 周K线 月K线 0.69 -0.03 -4.17% 4.17% 2.78% 1.39% 0.00% 1.39% 2.78% 4.17% 0.69 0.70 0.71 0.72 0.73 0.74 0.75 09:30 10:30 12:00/13:00 14:00 16:10 0 265万 529万 794万 中国白银集团(00815)涨近6%，截至发稿，涨5.97%，报0.71港元，成交额742.68万港元。 ...

Core Viewpoint - The Hong Kong gold stocks have generally risen, indicating a positive trend in the market for these companies [1] Company Performance - Lingbao Gold (03330.HK) increased by 6.34%, reaching HKD 17.95 [1] - China Silver International (00815.HK) rose by 5.97%, trading at HKD 0.71 [1] - Zhumeng Gold (01815.HK) saw a 5.04% increase, priced at HKD 2.5 [1] - Tongguan Gold (00340.HK) gained 4.94%, with a price of HKD 2.76 [1] - Zijin Gold International (02259.HK) experienced a 2.78% rise, now at HKD 140.7 [1]

道富投资管理指出，2025年金价升势创1979年以来最佳年度表现，预计在2026年将有所缓和，金价可能 在每盎司4000-4500美元区间震荡走高。支撑黄金的结构性牛市周期因素包括美联储宽松政策、强劲的 央行与零售需求、ETF资金流入、股债相关性上升以及全球债务问题。 消息面上，美联储决议前贵金属再度走强，现货白银突破61美元/盎司，创历史新高，年初至今涨幅已 超100%；现货黄金则升破4210美元/盎司。目前市场普遍认为，近期美国就业市场数据疲软，美联储很 可能再度降息25个基点。 智通财经APP获悉，黄金股普遍走高，截至发稿，灵宝黄金(03330)涨6.34%，报17.95港元；中国白银国 际(00815)涨5.97%，报0.71港元；珠峰黄金(01815)涨5.04%，报2.5港元；潼关黄金(00340)涨4.94%，报 2.76港元；紫金黄金国际(02259)涨2.78%，报140.7港元。 ...

消息面上，12月10日，现货白银向上触及61美元/盎司，再创历史新高。值得一提的是，今年以来，白 银涨幅已接近110%，表现远超黄金和铂金。目前市场普遍押注美联储将在本周三结束的会议上宣布降 息25个基点。此外，南华期货研究院高级总监周骥分析称，白银兼具工业属性，光伏用银量占全球需求 比重的上升、AI算力服务器用银量较传统设备的增加，使工业刚需爆发形成强支撑。 本文源自：智通财经网 智通财经获悉，中国白银集团(00815)涨近6%，截至发稿，涨5.97%，报0.71港元，成交额742.68万港 元。 ...

每经AI快讯，中国白银集团(00815.HK)涨近6%，截至发稿涨5.97%，报0.71港元，成交额742.68万港 元。 （文章来源：每日经济新闻） ...