| 代码 | 名称 | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | | 00340 | 漳关黄金 | 2.740 | 4.18% | | 00815 | 中国白银集团 | 0.520 | 4.00% | | 01818 | 招金矿业 | 30.480 | 3.89% | | 02899 | 紫金矿业 | 31.440 | 3.49% | | 06693 | 赤峰黄金 | 30.220 | 3.14% | | 01787 | 山东黄金 | 36.820 | 2.73% | | 03330 | 灵宝黄金 | 17.960 | 2.63% | | 01815 | 珠峰黄金 | 1.380 | 1.47% | | 02099 | 中国黄金国际 | 134.600 | 1.20% | 责任编辑：栎树 国内部分黄金珠宝品牌金饰价格9月29日继续上涨。具体来看，周生生足金饰品报价1111元/克，较9月 26日上涨5元/克；周大福、六福珠宝、老凤祥等品牌足金首饰价格则维持在1108元/克不变。 国际金价持续创下历史新高，带动港股黄金股集体上涨，潼关黄金涨4.18%，招金矿业涨近4%，紫金矿 ...

每经AI快讯，9月29日，紫金矿业涨近4%，报28.49元/股，股价再创新高，总市值突破7571亿元。 （文章来源：每日经济新闻） ...

国际金价持续创下历史新高，带动港股黄金股集体上涨，潼关黄金涨4.18%，招金矿业涨近4%，紫金矿 业涨3.5%，赤峰黄金涨超3%，山东黄金、灵宝黄金近3%，珠峰黄金、中国黄金国际涨超1%。 消息上，亚洲早盘，现货黄金突破前高，一度涨1%至3798.54美元/盎司，续创历史新高。摩根大通策略 师表示，到2026年年中，黄金价格预计将达到每盎司4050美元至4150美元的区间，未来有望再创新高。 国内部分黄金珠宝品牌金饰价格9月29日继续上涨。具体来看，周生生足金饰品报价1111元/克，较9月 26日上涨5元/克；周大福、六福珠宝、老凤祥等品牌足金首饰价格则维持在1108元/克不变。(格隆汇) | 代码 | 名称 | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | | 00340 | 潼关黄金 | 2.740 | 4.18% | | 00815 | 中国自银集团 | 0.520 | 4.00% | | 01818 | 招金矿业 | 30.480 | 3.89% | | 02899 | 紫美矿业 | 31.440 | 3.49% | | 06693 | 赤峰黄金 | 30.220 | ...

人民财讯9月29日电，恒生指数开盘涨0.74%，恒生科技指数涨0.67%。紫金矿业涨超3%，新东方、京东 健康等涨超2%。 ...

截至发稿，集海资源(02489.HK)涨5.21%、中国白银集团(00815.HK)涨4%、紫金矿业(02899.HK)涨 3.09%、潼关黄金(00340.HK)涨2.66%。 ...

2、港股通最近5个交易日增持榜（前10名） | 公司名称 | 持股额变动 | 持股数变动 | | --- | --- | --- | | 阿里巴巴－W(09988) | +96.59亿元 | +5801.17万股 | | 腾讯控股(00700) | +25.52亿元 | +396.28万股 | | 中芯国际(00981) | +14.72亿元 | +2017.62万股 | | 山高控股(00412) | +12.51亿元 | +27365.70万股 | | 中国移动(00941) | +10.00亿元 | +1175.98万股 | | 极兔速递-W(01519) | +8.17亿元 | +8265.64万股 | | 金山云(03896) | +7.66亿元 | +9146.40万股 | | 快手-W(01024) | +7.31亿元 | +967.56万股 | | 紫金矿业(02899) | +7.04亿元 | +2317.49万股 | | 康方生物(09926) | +6.74亿元 | +508.25万股 | 智通财经APP获悉，根据2025年9月26日披露数据，中远海能（01138）、中国电信（00728 ...

Core Viewpoint - The lithium extraction capacity from salt lakes in Tibet is expected to see significant growth, driven by leading companies such as Cangge Mining, Zijin Mining, and Blue Sky Technology, as they accelerate project layouts in the region [1] Group 1: Industry Developments - The construction of domestic lithium extraction capacity from salt lakes has entered a concentrated implementation phase since 2025 [1] - The rich reserves and cost advantages of salt lake lithium extraction are anticipated to contribute to this growth [1] Group 2: Company Activities - Leading companies in the industry are actively enhancing their project layouts in the Tibetan salt lakes, which is expected to substantially increase the lithium extraction scale in the Qinghai-Tibet Plateau [1] - According to Wei Ming, Secretary-General of the Lithium Salt Branch of the China Inorganic Salt Industry Association, there are no technical challenges in developing the salt lakes in Tibet, and equipment can be ready for operation within eight months if conditions permit [1]

Core Viewpoint - The lithium extraction capacity from salt lakes, characterized by rich reserves and cost advantages, is expected to see significant growth, particularly in Tibet, starting from 2025 [1] Industry Summary - The domestic lithium extraction capacity from salt lakes is entering a phase of intensive development, with leading companies such as Cangge Mining, Zijin Mining, and Blue Sky Technology accelerating their key project layouts [1] - The scale of lithium extraction from salt lakes in the Qinghai-Tibet Plateau is anticipated to increase significantly [1] Company Summary - Cangge Mining, Zijin Mining, and Blue Sky Technology are identified as key players in the accelerated development of lithium extraction projects in Tibet [1] - The development of salt lakes in Tibet is not hindered by technical challenges, as equipment can be set up and operational within eight months if conditions permit [1]

Core Viewpoint - The lithium extraction capacity from salt lakes, particularly in Tibet, is expected to see significant growth due to advancements in technology and increased investment from leading companies in the industry [1][8]. Capacity Expansion - Cangge Mining's 50,000 tons/year lithium carbonate project at the Mami Cuo salt lake has commenced construction after receiving project approval in June 2023, with full production expected by 2026 [1]. - Cangge Mining has also acquired a 39% stake in Guoneng Mining, which has two high-quality salt lakes in Tibet, with a long-term plan to reach a lithium salt capacity of 130,000 tons [1]. - Zijin Mining's Lagocuo salt lake project has faced delays but is showing signs of accelerated production, with a projected output of 7,315 tons of lithium carbonate in the first half of 2025, compared to 239 tons in the same period of 2024 [2]. - Blue Sky Technology is actively involved in domestic salt lake capacity construction, including a collaboration with Guoneng Mining for a 3,300 tons lithium hydroxide production line, which aims to be the first industrialized salt lake lithium extraction project in Tibet [2]. Technological Innovation - The lithium extraction process is undergoing systematic innovation, with direct lithium extraction technologies significantly reducing production time and resource consumption [3]. - The use of advanced techniques such as membrane coupling and adsorption technology is expected to enhance resource utilization and lower production costs [3][4]. - The cost of adsorption agents has decreased from 200,000 yuan/ton to 45,000 yuan/ton, contributing to improved industrial competitiveness [4]. Industry Challenges - Despite the potential, the industry faces challenges such as low capacity utilization due to environmental factors and infrastructure difficulties in high-altitude regions [5][6]. - Projects in Tibet, including those by Zijin Mining and Jinyuan Co., have experienced slow production releases due to high-altitude conditions affecting equipment and operational efficiency [6][7]. - Water supply and power supply issues are significant hurdles, with companies needing to invest in desalination and renewable energy projects to ensure production continuity [7]. Market Outlook - The salt lake lithium extraction industry is becoming a crucial component in reducing China's reliance on imported lithium carbonate, with ongoing capital investments and policy support driving growth [8][9]. - In 2024, China's lithium carbonate production is projected to reach 702,000 tons, with salt lake extraction accounting for approximately 17.7%, a decrease from 28.6% in 2020 [9]. - The cost advantage of salt lake lithium extraction, estimated at 30,000 to 40,000 yuan/ton, is expected to encourage further investments and development in the sector [9].

Investment Rating - The report maintains a "Positive" investment rating for the industry [7] Core Insights - The second round of interest rate cuts has begun, similar to the period from April to June 2020, highlighting the importance of the silver-gold ratio recovery and the elasticity of silver [2][4] - Inflation data met expectations while consumer confidence hit a new low, increasing the probability of interest rate cuts [4] - In the base metals sector, while the interest rate cut benefits are being realized, concerns about natural demand have led to a decline in industrial metals, except for copper, which saw price increases due to supply disruptions [4][5] Summary by Sections Precious Metals - The report emphasizes the recovery of the silver-gold ratio and the potential for silver to gain elasticity as inflation expectations rise [4] - It suggests that during the initial phase of the interest rate cut cycle, gold prices are expected to continue a volatile upward trend, with a 90% probability of a rate cut in October and a 65% probability in December [4] - Recommendations include increasing allocations to gold stocks in anticipation of a quarterly resonance in price, valuation, and style [4][5] Industrial Metals - The report notes that copper prices have surged due to supply shocks, particularly from the Grasberg copper mine accident, which is expected to impact sales by nearly 200,000 tons by Q4 2025 and reduce production by 270,000 tons in 2026 [4][5] - Overall, industrial metals have seen a decline, but copper has risen by 3.2% on the SHFE and 2.1% on the LME due to supply constraints [4][22] Strategic Metals - The report highlights the long-term bullish outlook for cobalt prices due to the implementation of an export quota system in the Democratic Republic of Congo, which will lead to a global cobalt market shortage from 2025 to 2027 [5] - It also discusses the strategic importance of rare earths and tungsten, with a focus on the increasing demand and price support for rare earth materials [5] Market Performance - The report indicates that the metal materials and mining sector has outperformed the broader market, with a 2.60% increase compared to a 0.21% rise in the Shanghai Composite Index [13][16] - Specific stocks in the copper and aluminum sectors are highlighted for their growth potential, with recommendations for companies like Luoyang Molybdenum and Zijin Mining [5][20]