Investment Rating - The report maintains an "Accumulate" rating for the non-ferrous metals industry [2]. Core Views - The report highlights that the "anti-involution" policy is guiding a short-term strength in energy metals, while gold is under pressure due to rising U.S. Treasury yields and a stronger dollar [1]. - The report suggests that despite short-term fluctuations, the long-term bullish trend for gold remains intact due to central bank purchases and fiscal concerns [1]. - Industrial metals are experiencing mixed trends, with copper facing supply disruptions and aluminum entering a potential inventory accumulation phase [1]. Summary by Sections Weekly Data Tracking - The non-ferrous metals sector showed mixed performance this week, with varying price movements across different metals [10]. - The report notes that the overall non-ferrous metals index increased by 1.0%, with energy metals up by 1.0% and industrial metals up by 1.5% [16]. Industrial Metals - **Copper**: Global copper inventory increased slightly to 518,000 tons, with supply disruptions from MMG and Hudbay Minerals affecting logistics [1]. The copper price has seen fluctuations due to macroeconomic factors and demand-side pressures [1]. - **Aluminum**: The report indicates a potential inventory accumulation cycle, with production recovering in some regions while demand remains subdued [1]. Energy Metals - **Lithium**: The report notes a continued strength in lithium prices, driven by supply constraints and robust demand from electric vehicle sales [1]. The price of battery-grade lithium carbonate rose to 64,000 yuan/ton, reflecting a 1.5% increase [26]. - **Metal Silicon**: The report discusses a short-term upward trend in silicon prices due to production cuts and recovery expectations in polysilicon plants [1]. Key Stocks - The report recommends several stocks for investment, including Zijin Mining, Shandong Gold, and Luoyang Molybdenum, all rated as "Buy" [5]. Company Announcements - Zijin Mining announced an asset acquisition of the RG gold mine project, with a valuation of 1.2 billion yuan [34]. - Ganfeng Lithium completed the acquisition of Mali Lithium, enhancing its lithium resource integration strategy [34]. Price and Inventory Changes - The report provides detailed price movements for various metals, indicating that gold prices increased by 4.2% over the week, while copper prices saw a slight decline [21][23]. Market Trends - The report emphasizes the ongoing supply-demand dynamics in the non-ferrous metals market, with particular attention to the impact of macroeconomic indicators on metal prices [1].

登录新浪财经APP 搜索【信披】查看更多考评等级 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： ●本次被变卖的股份为西藏珠峰资源股份有限公司（以下简称"西藏珠峰"或"公司"）控股股东新疆塔城 国际资源有限公司（以下简称"塔城国际"）持有的公司无限售条件流通股3,500,000股，占公司总股本的 0.38%，占其持有公司股份的12.47%。 ●目前变卖股份事项尚在公示阶段，后续将可能涉及竞拍、缴款、股权变更过户等环节，变卖结果尚存 在不确定性。如上述程序完成，公司将根据后续进展及时履行信息披露义务。 ●公司控股股东塔城国际目前持有公司股份28,065,116股，全部股份处于被冻结、轮候冻结状态；连同 其（控股的）一致行动人中国环球新技术进出口有限公司（以下简称"中环技"），合计持股72,929,496 股，占公司总股本的7.98%。如果本次变卖成交后，塔城国际及其一致行动人中环技合计持股将降至 69,429,496股，占总股本的7.59%。 一、变卖信息 （一）变卖标的物：新疆塔城国际资源有限公司持有的西藏珠峰 ...

证券代码：600338 证券简称：西藏珠峰 公告编号：2025-027 西藏珠峰资源股份有限公司 关于控股股东所持公司部分股份被变卖的 提示性公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： ●本次被变卖的股份为西藏珠峰资源股份有限公司（以下简称"西藏珠峰" 或"公司"）控股股东新疆塔城国际资源有限公司（以下简称"塔城国际"）持有 的公司无限售条件流通股 3,500,000 股，占公司总股本的 0.38%，占其持有公司 股份的 12.47%。 ●目前变卖股份事项尚在公示阶段，后续将可能涉及竞拍、缴款、股权变更 过户等环节，变卖结果尚存在不确定性。如上述程序完成，公司将根据后续进展 及时履行信息披露义务。 ●公司控股股东塔城国际目前持有公司股份 28,065,116 股，全部股份处于 被冻结、轮候冻结状态；连同其（控股的）一致行动人中国环球新技术进出口有 限公司（以下简称"中环技"），合计持股 72,929,496 股，占公司总股本的 7.98%。 如果本次变卖成交后，塔城国际及其一致行动人中环技合计持股将降 ...

Group 1 - The "2025 Global Automotive Supply Chain Core Enterprise Competitiveness White Paper" was released, highlighting that 17 Chinese automotive parts companies made it to the global top 100 list, with CATL, Weichai Group, and Huayu Automotive in the top 20 [1] - The automotive parts industry is experiencing three major trends: the relative stability of leading companies, growth driven by mergers and acquisitions, and an increase in the number of Chinese companies in the global supply chain [1] - The impact of intelligence and electrification is reshaping the automotive parts industry, with leading companies accelerating global expansion to tap into new growth opportunities [1] Group 2 - Chinese automotive parts companies face both historic opportunities and multiple challenges in their internationalization efforts [2] - A structural change occurred in 2024, where vehicle exports surpassed parts exports, influenced by geopolitical factors and the restructuring of global supply chains [2] - The global competition in the automotive industry is not just between companies but also involves the competition of industrial ecosystems, requiring collaboration and resource sharing for comprehensive breakthroughs [2]

Group 1 - The metal lead concept increased by 2.55%, ranking third in concept sector gains, with 28 stocks rising, including Zhuhai Group and Jinhui Co., which hit the daily limit [1] - Leading gainers in the metal lead sector included Xiyu Co. (5.95%), Tibet Zhufeng (4.86%), and Western Mining (4.60%) [1] - The top decliners were Chifeng Gold (-1.78%), Shanjin International (-0.94%), and Hunan Gold (-0.90%) [1] Group 2 - The metal lead concept saw a net inflow of 0.21 billion yuan, with 14 stocks receiving net inflows, and 5 stocks exceeding 30 million yuan in net inflows [2] - Xiyu Co. led the net inflow with 1.83 billion yuan, followed by ST Shengtun (597.97 million yuan) and Zhuhai Group (493.65 million yuan) [2] - The net inflow ratios for Jinhui Co. (37.62%), Xiyu Co. (15.00%), and ST Shengtun (11.19%) were the highest in the sector [3] Group 3 - The trading performance of stocks in the metal lead sector showed significant variations, with Jinhui Co. and Xiyu Co. having notable turnover rates of 0.73% and 4.85% respectively [3] - Other stocks like Western Mining and Chifeng Gold experienced declines in net inflow, indicating potential selling pressure [5] - The overall market sentiment in the metal lead sector appears positive, with several stocks achieving substantial gains amidst mixed performances [1][2]

Group 1 - The metal zinc concept increased by 3.11%, ranking second among concept sectors, with 33 stocks rising, including Zhuhai Group and Jinhui Co., which hit the daily limit [1] - Notable gainers in the zinc sector included New Weiling, Hongda Co., and Xiyu Co., with increases of 8.96%, 7.65%, and 5.95% respectively [1] - The largest net inflow of main funds was seen in Xiyu Co., with a net inflow of 183 million yuan, followed by ST Shengtun, Zhuhai Group, and Jinhui Co. with net inflows of 59.8 million yuan, 49.4 million yuan, and 34.3 million yuan respectively [2][3] Group 2 - The main fund inflow ratios for Jinhui Co., Xiyu Co., and ST Shengtun were 37.62%, 15.00%, and 11.19% respectively [3] - The trading volume and turnover rates for key stocks in the zinc sector showed significant activity, with Xiyu Co. having a turnover rate of 4.85% and a daily increase of 5.95% [3] - Stocks such as ST Shengtun and Zhuhai Group also demonstrated strong performance with daily increases of 4.06% and 10.05% respectively [3]

Group 1 - The core viewpoint of the article highlights the significant growth in the sales of multi-cylinder diesel engines, with Weichai selling 330,000 units and Yuchai 260,000 units, while Yunnei and Quanchai are competing for the top three positions [3] - In May, sales of new energy heavy trucks exceeded 15,000 units, achieving a record high penetration rate, with XCMG, SANY, and Jiefang competing for the championship, and one company experiencing a 15-fold increase in sales [3] - SANY is set to showcase a 500-kilometer range electric heavy truck, indicating a rapid advancement in mid-to-long-distance electrification [3] Group 2 - Chongqing is accelerating the electrification of commercial vehicles, with plans to deploy 6,500 buses and 60,000 logistics vehicles [3] - A recent tender in a specific region has been announced for 279 new energy buses, reflecting ongoing investments in sustainable transportation [3]

本公司董事会、全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 证券代码：600338 证券简称：西藏珠峰 公告编号：2025-026 西藏珠峰资源股份有限公司 关于 2024 年度暨 2025 年第一季度业绩说明会 召开情况的公告 西藏珠峰资源股份有限公司（以下简称"公司"）2024 年度暨 2025 年第一 季度业绩说明会于 2025 年 6 月 13 日（星期五）下午 14:00-15:00，通过上海证 券交易所上证路演中心（网址：https://roadshow.sseinfo.com/）以网络互动 形式召开。 公司于 2025 年 6 月 5 日在上海证券交易所网站（http://www.sse.com.cn） 披露了《关于召开 2024 年度暨 2025 年第一季度业绩说明会的公告》 （公告编号： 一、本次业绩说明会召开情况 副董事长兼总裁茅元恺先生、独立董事兼审计委员会主任委员夏承恩先生、财务 总监赵建雄先生、董事会秘书孙华先生共同出席了本次业绩说明会，针对公司 沟通，在信息披露允许的范围内就投资者普遍关注的问题进行了回答。 二 ...

证券代码：600338 证券简称：西藏珠峰 公告编号：2025-026 西藏珠峰资源股份有限公司 公司通过上海证券交易所上证路演中心就投资者提出的问题进行了回复，具 体如下： 问题 1：阿根廷布局的锂盐湖原计划年产 5 万吨碳酸锂，先期 1 万吨装置仍 在安装中，有后续计划建设节奏吗？ 答复：尊敬的投资者您好，公司安赫莱斯"年产 3 万吨碳酸锂盐湖提锂建设 项目"已于 2024 年 6 月正式取得萨尔塔省有关部门签发的"环境影响声明书" 关于 2024 年度暨 2025 年第一季度业绩说明会 召开情况的公告 本公司董事会、全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 西藏珠峰资源股份有限公司（以下简称"公司"）2024 年度暨 2025 年第一 季度业绩说明会于 2025 年 6 月 13 日（星期五）下午 14:00-15:00，通过上海证 券交易所上证路演中心（网址：https://roadshow.sseinfo.com/）以网络互动 形式召开。 公司于 2025 年 6 月 5 日在上海证券交易所网站（http://www.sse ...

证券代码：600338 证券简称：西藏珠峰 公告编号：2025-025 西藏珠峰资源股份有限公司 关于召开 2024 年度暨 2025 年第一季度业绩说明会 的公告 重要内容提示： ? 会议召开时间：2025 年 6 月 13 日（星期五）下午 14:00—15:00 ? 会议召开地点：上海证券交易所上证路演中心 （网址：https://roadshow.sseinfo.com/） ? 会议召开方式：上证路演中心网络互动 ? 投资者可于 2025 年 6 月 6 日（星期五）至 6 月 12 日（星期四）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 （zhufengdb@zhufenggufen.com）进行提问。公司将在说明会上对投资者普遍关 注的问题进行回答。 西藏珠峰资源股份有限公司（以下简称"公司"）已于 2025 年 4 月 29 日发 布公司 2024 年年度报告（全文及摘要）及 2025 年第一季度报告，为便于广大投 资者更全面深入地了解公司 2024 年度和 2025 年第一季度经营成果、财务状况， 公司计划于 2025 年 6 月 13 日下午 14:00-15 ...