锑（antimony），金属元素，元素符号Sb。金属锑是一种银白色有光泽的脆性金属，它具有独特的物理 和化学性质。金属锑在地壳中的丰度相对较低，通常以硫化物矿物如方锑矿（Sb₂S₃）的形式存在。金 属锑具有较高的密度和熔点，其纯度较高的形式具有良好的导电性和导热性。金属锑在常温下相对稳 定，但在高温下可与氧气、卤素等发生反应。 锑按分布形式分类 内容概要：金属锑是一种具有独特物理化学性质的金属元素，在多个领域有着广泛应用。中国的锑矿储 量和产量长期占据全球主导地位。近年来，国内金属锑行业产量整体呈现下滑态势，2024年国内金属锑 行业产量8.21万吨，较2023年增长0.17万吨；行业产值110.34亿元，较2023年增长43.14万吨；需求量下 滑至7.9万吨，较2023年增长0.29万吨。预计2025年，国内金属锑行业产量7.51万吨，行业产值144.74亿 元，需求量下滑至7.47万吨。 上市企业：湖南黄金[002155]、华钰矿业[601020]、华锡有色[600301] 相关企业：锡矿山闪星锑业有限责任公司、云南木利锑业有限公司 关键词：金属锑行业政策、金属锑行业SWOT、金属锑行业产业链、金属锑市 ...

从供给端看，一方面，缅甸佤邦锡矿复产进度缓慢，出口量维持低位。另一方面，刚果（金）地缘政治 冲突导致物流受阻和成本上升，锡矿进口量受限压力未减。冶炼环节虽开工率保持稳定，但原料短缺制 约产量增长，形成"矿紧冶稳"的行业格局。 新华财经上海12月4日电 受矿端供应紧张和宏观经济预期影响，近期锡价频繁刷新阶段新高。12月4 日，上海市场锡期货价格持续走强，盘中最高报价每吨32.3万元，创2022年5月以来新高，今年以来累 计涨逾28%。 在锡价走强的推动下，锡矿四大龙头公司锡业股份、兴业银锡、华锡有色、盛屯矿业年内均收获不俗涨 幅，截至12月4日收盘，兴业银锡年内涨幅达213.25%，盛屯矿业年内涨幅达168.42%，华锡有色年内涨 幅达118.58%，锡业股份年内涨94.32%。 供需紧平衡支撑锡价中枢上移 多位分析师均表示，当前锡供应仍是市场关注的核心问题，缅甸佤邦锡矿复产进度缓慢，出口量维持低 位，同时印尼精炼锡10月出口量出现大幅下滑，预计未来两个月锡出口仍将受限，在半导体行业的稳定 需求面前，锡价走势或将继续受到供应问题的支撑。 产业链或迎新机遇 锡价上涨直接惠及产业链上游企业，A股中布局锡产业链的上市 ...

Core Viewpoint - The non-ferrous metal sector is experiencing significant upward momentum, driven by expectations of interest rate cuts by the Federal Reserve, supply disruptions in key metals, and increased demand from the AI and clean energy sectors [2][3][4]. Group 1: Market Performance - The non-ferrous metal sector opened actively, with notable gains: Tin Industry Co. rose over 8%, Jincheng Mining and Western Mining increased over 6%, and several others including Luoyang Molybdenum and Jiangxi Copper rose over 5% [1]. - Specific stock performances include: - Jincheng Mining at 70.19, up 6.95% with a year-to-date increase of 95.34% [2] - Western Mining at 25.76, up 6.89% with a year-to-date increase of 70.64% [2] - Luoyang Jiya at 18.64, up 5.79% with a year-to-date increase of 189.17% [2]. Group 2: Supply and Demand Dynamics - The London Metal Exchange (LME) reported a significant increase in copper delivery applications, reaching 56,875 tons, the largest increase since 2013 [3]. - LME metal futures closed higher, with copper rising by $342 to $11,488 per ton, marking a historical high, and tin increasing by 4.21% to $40,685 per ton [3]. - The semiconductor and consumer electronics sectors are the primary applications for tin, accounting for over 65% of consumption, which is driving demand due to a recovery in the semiconductor industry [3]. Group 3: Future Outlook - Morgan Stanley forecasts that supply disruptions and global inventory mismatches will push copper prices to $12,500 per ton by mid-2026 [3]. - The copper market is experiencing "strategic locking" of COMEX inventories, which reduces market liquidity and exacerbates regional shortages, acting as a catalyst for price increases [4]. - The industrial metals sector is facing ongoing supply-demand imbalances, with global copper mine supply disruptions and increased demand from the clean energy transition [4]. Group 4: Precious and Minor Metals - The precious metals sector is benefiting from rising expectations of interest rate cuts, with silver prices reaching historical highs and ongoing supply shortages [5]. - The small metals sector, particularly tin, is gaining attention due to its critical role in the electronics supply chain, with recent price increases reflecting a recovery in demand from semiconductor and AI device sectors [5].

锡现货价格站稳30万元关口，产业链公司业绩股价共振上行。 德固特终止筹划重大资产重组事项 12月3日晚间，德固特（300950）公告，公司于2025年12月3日召开第五届董事会第十二次会议，审议通 过《关于终止公司发行股份及支付现金购买资产并募集配套资金暨关联交易的议案》，同意终止本次重 大资产重组事项。 德固特在公告中表示，截至本公告披露之日，公司与交易相关方尚未就具体方案最终签署正式实质性协 议，各方对拟终止本次交易无需承担任何违约责任。本次终止重大资产重组事项不会对公司正常业务开 展和生产经营活动造成不利影响，亦不存在损害公司及股东特别是中小股东利益的情形。 本次重大资产重组事项要追溯到今年6月29日，公司盘后发布停牌公告，筹划发行股份及支付现金方式 购买浩鲸科技控制权，标的公司是一家国际化的软件和信息技术服务商，面向全球电信运营商、云基础 设施服务商及政企客户提供数字化解决方案；经过多年的行业积累和技术沉淀，形成了电信软件开发及 服务、云管软件开发及服务和行业数字化解决方案三大业务线。 锡现货价格亦站稳30万元关口，Wind数据显示，锡平均价12月3日达到30.97万元/吨，较上个交易日增 加5630 ...

证券时报记者 刘俊伶 12月3日日盘，沪锡期货主力2601合约平开高走，盘中最高报价31.41万元/吨，最高上涨2.72%，创 2022年5月以来新高，收盘报31.23万元/吨，上涨2.15%。沪锡主力合约自今年6月开始震荡上涨，累计 涨幅达到23.3%。 锡现货价格亦站稳30万元关口，Wind数据显示，锡平均价12月3日达到30.97万元/吨，较上个交易 日增加5630元/吨，已连续5日处于30万元上方。 锡业股份前三季度实现归母净利润17.45亿元，同比增长35.99%，公司公告显示，自2005年以来， 公司锡产销量稳居全球第一，占有全球锡市场最大份额，根据国际锡业协会统计，公司位列2024年十大 精锡生产商之首。 从机构关注度来看，5只锡概念股获机构评级，紫金矿业、锡业股份、兴业银锡机构评级家数居 前，分别达到25家、17家、10家。 （责任编辑：郭健东 ） 据证券时报·数据宝统计，A股中布局锡产业链的上市公司共有7家。锡价持续上涨背景下，锡产业 链上市公司获得投资者高度关注。多家上市公司在投资者活动中表示，看好锡产业未来前景。 锡业股份在投资者调研活动中表示，供给方面，近年来东南亚锡矿主产国政策收紧趋 ...

12月2日，"向质而行 聚势共赢"2025年北部湾港集团上市公司高质量发展交流活动在南宁举行。本活动 由广西北部湾国际港务集团有限公司（简称"北部湾港集团"）与广西上市公司协会联合主办，北部湾港 股份有限公司（简称"北部湾港股份"）、广西华锡有色金属股份有限公司（简称"华锡有色"）承办，共 同探讨国企背景下上市公司高质量发展的路径与未来。 据了解，北部湾港集团作为广西实施国家重大战略的平台，是广西实施"一带一路"倡议的践行者，推进 西部陆海新通道、北部湾国际门户港和国际枢纽海港、西江黄金水道建设的主力军。北部湾港集团自 2013年完成北部湾港三港整体上市以来，在资本市场开展了数轮运作，重组上市及募资总额达206.8亿 元，其中超70%用于西部陆海新通道港口基础设施建设、自动化码头升级、海铁联运网络拓展、有色金 属核心矿产项目开发等国家战略相关项目。北部湾港股份(000582)、华锡有色(600301)、博世科(300422) 三大上市公司，在资本运作的助力下形成"港口枢纽筑基、战略资源赋能、环保科技护航"的多元化协同 格局，成为中国国企服务国家战略的"北港样本"。 作为北部湾港集团核心上市平台，北部湾港股份是 ...

Market Overview - The small metals sector experienced a decline of 1.69% on December 2, with Huaxi Nonferrous leading the drop [1] - The Shanghai Composite Index closed at 3897.71, down 0.42%, while the Shenzhen Component Index closed at 13056.7, down 0.68% [1] Individual Stock Performance - Notable gainers included: - Xibu Materials (002149) with a closing price of 18.55, up 2.09% and a trading volume of 640,700 shares, totaling 1.213 billion yuan [1] - Xianglu Tungsten Industry (002842) closed at 11.33, up 1.07% with a trading volume of 144,500 shares, totaling 164 million yuan [1] - Major decliners included: - Huaxi Nonferrous (600301) closed at 35.78, down 6.53% with a trading volume of 168,700 shares, totaling 603 million yuan [2] - China Rare Earth (000831) closed at 46.69, down 3.23% with a trading volume of 291,100 shares, totaling 1.362 billion yuan [2] Capital Flow Analysis - The small metals sector saw a net outflow of 808 million yuan from main funds, while speculative funds had a net inflow of 288 million yuan, and retail investors contributed a net inflow of 519 million yuan [2][3] - Specific stock capital flows indicated: - Zhongtung High-tech (000657) had a main fund net inflow of 1.48 million yuan, with a retail net outflow of 1.66 million yuan [3] - Xibu Materials (002149) experienced a main fund net inflow of 31.87 million yuan, but a retail net outflow of 32.23 million yuan [3]

南方财经12月2日电，广西北部湾国际港务集团有限公司（以下简称"北部湾港集团"）总经理马正国在 南宁举行的上市公司高质量发展交流活动上表示，"十五五"期间将力争孵化1家新的上市公司，实现产 业资源整合与升级。目前该集团旗下拥有3家上市公司，自重组上市以来市值屡创新高，其中北部湾港 （000582.SZ）市值增长12倍，华锡有色（600301.SH）市值增长超16倍。 ...

Core Insights - The event "Quality Development Exchange Activity of Listed Companies" was held by Beibu Gulf Port Group and the Guangxi Listed Companies Association to discuss high-quality development paths for state-owned enterprises [1][3] - Keynote speeches emphasized the importance of policy support, state-owned enterprise responsibilities, and industry services in promoting high-quality development of listed companies [3][13] Group 1: Event Overview - The event featured a tight schedule with speeches from key figures including Hu Huaping, Chairman of Beibu Gulf Port Group, and other officials discussing the significance of high-quality development [3] - Expert presentations covered topics such as the empowerment of artificial intelligence through domestic computing power, port industry securitization strategies, and global mineral resource trends [5] Group 2: Company Achievements - Beibu Gulf Port Group has been a key player in implementing national strategies, focusing on the "Belt and Road" initiative and developing the Western Land-Sea New Corridor [7] - Since its overall listing in 2013, the group has raised a total of 20.68 billion yuan, with over 70% allocated to infrastructure projects related to national strategies [7][8] Group 3: Financial Performance - Beibu Gulf Port Co., as a core platform, has successfully integrated capital operations with its business, achieving significant growth in cargo throughput and container shipping routes [8] - The company has seen its cargo handling capacity increase from 291 million tons in 2017 to 450 million tons, with container throughput growing at an annual rate of 21.7% [8] Group 4: Strategic Developments - Huaxi Nonferrous Metals has become a leading example of capital operation, successfully restructuring and raising 5.93 billion yuan to enhance its resource base and production capacity [10] - The company has significantly increased its mineral resource reserves, with notable growth in specific mining areas, and is leveraging technology to enhance operational efficiency [10] Group 5: Future Directions - Beibu Gulf Port Group aims to enhance its core functions and competitiveness, focusing on innovation and compliance to attract more investment into Guangxi [13] - The group plans to continue supporting national strategies and regional economic development, reinforcing its role as a significant player in the capital market [13]

今日各行业表现（截至下午13:58） （文章来源：证券时报网） 证券时报·数据宝统计，截至下午13:58，今日沪指跌0.51%，A股成交量900.44亿股，成交金额13087.67 亿元，比上一个交易日减少14.35%。个股方面，1478只个股上涨，其中涨停49只，3812只个股下跌， 其中跌停6只。从申万行业来看，石油石化、轻工制造、家用电器等涨幅最大，涨幅分别为0.63%、 0.41%、0.19%；传媒、有色金属、电力设备等跌幅最大，跌幅分别为1.62%、1.58%、1.41%。（数据 宝） | 计算机 | -1.33 | 870.90 | -12.38 | *ST立方 | -19.94 | | --- | --- | --- | --- | --- | --- | | 电力设备 | -1.41 | 1146.66 | -24.07 | ST合纵 | -8.73 | | 有色金属 | -1.58 | 610.96 | -43.52 | 华锡有色 | -6.82 | | 传媒 | -1.62 | 487.16 | -6.13 | 幸福蓝海 | -7.16 | | 申万行业 | 行业涨跌（%） | 成交额（亿 ...