9月29日，华钰矿业涨5.05%，截至发稿，报26.85元/股，成交8.73亿元，换手率4.06%，总市值220.16亿 元。 截至发稿，崔蕾累计任职时间6年328天，现任基金资产总规模949.76亿元，任职期间最佳基金回报 145.53%， 任职期间最差基金回报-15.93%。 资料显示，西藏华钰矿业股份有限公司位于西藏拉萨经济技术开发区格桑路华钰大厦，成立日期2002年 10月22日，上市日期2016年3月16日，公司主营业务涉及有色金属采矿、选矿、地质勘查及贸易业务。 主营业务收入构成为：国外自产金45.30%，国内自产铅锑精矿(含银)33.37%，国内自产锌精矿14.87%， 国外自产锑5.63%，其他(补充)0.54%，国内自产铜精矿0.30%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 从华钰矿业十大流通股东角度 责任编辑：小浪快报 数据显示，南方基金旗下1只基金位居华钰矿业十大流通股东。南方中证1000ETF（512100）二季度增 持115.25万股 ...

Group 1 - Spot gold prices have surpassed $3,810 per ounce, marking a new historical high with an increase of over 1% on the day and a cumulative rise of approximately 45% year-to-date [1] - COMEX gold also exceeded $3,830 per ounce, indicating strong performance in the precious metals sector [1] - The precious metals sector saw significant gains, with companies like Shengda Resources and Zhaojin Gold hitting their daily limit up, while others like Xiaocheng Technology and Shanjin International also experienced notable increases [1] Group 2 - The price of gold jewelry has reached a peak, with brands like Chow Sang Sang quoting gold at 1,111 RMB per gram, reflecting a 5 RMB increase from the previous day [3] - The largest gold ETF, SPDR, has seen its holdings rise to 1,005.72 tons, the highest level since August 2022 [3] - Analysts attribute the current gold price surge to lower opportunity costs due to interest rate cuts, a weaker dollar, and heightened geopolitical tensions in the Middle East, which have increased market risk aversion [3] Group 3 - Deutsche Bank noted that the recent record high in gold prices is driven by investor fear and the perception of gold as a safe haven during times of panic [3] - Goldman Sachs projected that gold prices could reach $4,000 per ounce by 2026 under baseline scenarios, with potential peaks of $4,500 and $5,000 per ounce under tail risk scenarios [3]

Investment Rating - The report maintains a positive outlook on copper, aluminum, and precious metals, indicating a high level of market activity and potential for growth in these sectors [13][16]. Core Insights - Copper prices have surged due to unexpected production cuts, leading to significant supply shortages and rapid price increases [13]. - Aluminum is showing signs of recovery with inventory levels decreasing and downstream processing rates improving, suggesting a potential for sustained high profitability [15]. - Precious metals, particularly gold, are expected to rise further due to market anticipation of continuous interest rate cuts [16]. Summary by Sections Copper - This week, LME copper price increased by 2.09% to $10,205.00 per ton, while Shanghai copper rose by 3.20% to 82,500 yuan per ton [14]. - Supply side: The import copper concentrate processing fee index rose to -$40.36 per ton; national copper inventory decreased by 4,400 tons to 140,100 tons [14]. - Consumption side: Brass rod enterprises' operating rate was 48.49%, showing a slight increase of 0.71 percentage points [14]. Aluminum - This week, LME aluminum price decreased by 1.01% to $2,649.00 per ton, and Shanghai aluminum fell by 0.24% to 20,700 yuan per ton [15]. - Supply side: Electrolytic aluminum ingot inventory in major consumption areas dropped by 21,000 tons to 617,000 tons [15]. - Demand side: Downstream processing enterprises' operating rate increased by 0.8 percentage points to 63.0%, driven by pre-holiday stocking [15]. Precious Metals - This week, COMEX gold price rose by 0.23% to $3,789.80 per ounce, with SPDR gold holdings increasing by 5.15 tons to 1,005.72 tons [16]. - The market is experiencing fluctuations due to U.S. tariffs and escalating geopolitical risks, contributing to a volatile trading environment [16]. Rare Earths - The price of praseodymium and neodymium oxide decreased, while the export volume of magnetic materials saw significant growth [32]. - Domestic rare earth separation enterprises are preparing for production halts, indicating potential supply constraints [32]. Antimony - Antimony ingot price is at 174,900 yuan per ton, showing a decrease of 2.26% [33]. - The demand for antimony is expected to recover as the photovoltaic glass market stabilizes [33]. Molybdenum - Molybdenum concentrate price is 4,450 yuan per ton, with a slight decrease of 0.45% [34]. - The demand for molybdenum is expected to rise as major steel mills resume procurement [34]. Tin - Tin ingot price increased by 1.74% to 273,700 yuan per ton, with inventory decreasing by 6.14% [35]. - The supply-demand dynamics are favorable, supported by strong inventory levels and demand from the semiconductor sector [35].

证券代码：601020 证券简称：华钰矿业 公告编号：临 2025-057 号 西藏华钰矿业股份有限公司 一、审议并通过《关于公司拟向上海浦东发展银行股份有限公司拉萨分行 贷款的议案》 为保障公司正常经营，公司拟向上海浦东发展银行股份有限公司拉萨分行 （以下简称"浦发银行拉萨分行"）申请综合授信金额不超过人民币 7,500 万元， 流动资金贷款利率以提款当日中国人民银行公布的最近一期一年期 LPR 同档利 率执行。综合融资项下，具体产品实际用款期限以合同为准。本次融得资金用途 为公司日常经营资金周转。董事会授权公司法定代表人签署贷款合同，财务部门 负责具体组织实施。 第五届董事会第六次会议决议公告 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。 一、董事会会议召开情况 西藏华钰矿业股份有限公司（以下简称"公司"）董事会于 2025 年 9 月 21 日向全体董事和部分高级管理人员以书面、电子等方式发出了会议通知和会议材 料。 本次会议于 2025 年 9 月 28 日在公司拉萨华钰大厦会议室以现场会议和电话 会议相结合的方式召 ...

截至发稿，华钰矿业市值为210亿元。 每经头条（nbdtoutiao）——去美国的"打工人"天塌了！特朗普10万美元签证费击碎"美国梦"，美企加 速外包，加拿大趁机"抢人" （记者 曾健辉） 每经AI快讯，华钰矿业（SH 601020，收盘价：25.56元）9月28日晚间发布公告称，公司第五届第六次 董事会会议于2025年9月28日在公司拉萨华钰大厦会议室以现场会议和电话会议相结合的方式召开。会 议审议了《关于公司拟向上海浦东发展银行股份有限公司拉萨分行贷款的议案》等文件。 2024年1至12月份，华钰矿业的营业收入构成为：国外有色金属采选占比50.92%，矿业企业占比 48.54%，其他业务占比0.54%。 ...

Group 1 - The company held a half-year performance briefing on September 24, 2025, attended by key executives including the chairman and general manager, to interact with investors [1] - The company has seen a significant increase in the production of zinc concentrate, lead-antimony concentrate, and other minerals due to a strategic focus on resource utilization in the first half of 2025 [2] - The construction of a smelting plant under the Tal Aluminum project aims to extend the antimony industry chain, with compliance to regulatory disclosure obligations [2][3] Group 2 - The underground mining section of the Nibao project is expected to commence production in January 2027 [2] - The company plans to increase gold production in response to rising gold prices, particularly with the upcoming production from the Guizhou Nibao project [2] - The company is committed to achieving its 2025 production targets despite previous declines in gold and antimony concentrate production [3]

一、本次业绩说明会召开情况 证券代码：601020 证券简称：华钰矿业 公告编号：临 2025-056 号 西藏华钰矿业股份有限公司 关于 2025 年半年度业绩说明会召开情况的公告 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。 西藏华钰矿业股份有限公司（以下简称"公司"或"华钰矿业"）于 2025 年 9 月 24 日（星期三）上午 10:00-11:00 在上证所信息网络有限公司上证路演 中心平台（http://roadshow.sseinfo.com，以下简称"上证路演中心"）通过 网络文字互动的形式召开了"华钰矿业 2025 年半年度业绩说明会"，现将具体 情况公告如下： 公司于 2025 年 9 月 24 日（星期三）上午 10:00-11:00 召开了"公司 2025 年半年度业绩说明会"，公司董事长刘良坤先生、独立董事何佳先生、总经理 陈旭先生、财务总监邢建军先生、董事会秘书李想先生出席了本次业绩说明会， 与投资者进行网络互动交流和沟通。本次投资者说明会召开前，公司已通过公 司投资者关系信箱（huayu@hua ...

证券之星消息，9月24日工业金属板块较上一交易日上涨0.47%，精艺股份领涨。当日上证指数报收于 3853.64，上涨0.83%。深证成指报收于13356.14，上涨1.8%。工业金属板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 601600 | 中国铝业 | 7507.83万 | 5.93% | 143.52万 | 0.11% | -7651.35万 | -6.04% | | 601020 | 华钰矿业 | 4647.57万 | 2.33% | -6622.98万 | -3.32% | 1975.40万 | 0.99% | | 002295 | 精艺股份 | 3889.99万 | 23.20% | -1557.39万 | -9.29% | -2332.60万 | -13.91% | | 601677 | 明泰铝业 | 2513.46万 | 6.88% | -1221.34万 | -3.34 ...

Group 1 - The small metal sector is active in early trading, with a focus on non-ferrous metals and antimony leading the gains [1] - Huayu Mining reached the daily limit increase, indicating strong market interest [1] - Other companies such as Huaxi Nonferrous, Huayou Cobalt, Tengyuan Cobalt, and Guiyan Platinum also experienced price increases [1]

Group 1: Market Performance - U.S. rare earth stocks saw significant activity, with United States Antimony (UAMY.US) rising over 20%, USA Rare Earth (USAR.US) and NioCorp Developments (NB.US) increasing over 5%, TMC the metals (TMC.US) up over 3%, and MP Materials (MP.US) gaining nearly 2% [1] Group 2: Company Contracts and Revenue - UAMY announced a contract with the U.S. Defense Logistics Agency for a value of up to $245 million for the purchase of antimony ingots, which is approximately 16 times its projected 2024 revenue of $14.9 million [1] - The company operates one of the only two antimony smelters in North America and is prepared to fulfill the first order immediately [1] Group 3: Antimony Market Insights - Antimony is a strategic minor metal with strong resource scarcity, and domestic restrictions on antimony mining are increasing, while overseas mines face resource depletion [2] - The main future global antimony supply increases are expected from Huayu Mining's Takin project and Russia's Solonechenskoye antimony mine [2] - Traditional demand for antimony in flame retardants, lead-acid batteries, and polyester catalysts is stable, with photovoltaic glass expected to become the second-largest demand sector due to rising installation rates [2] Group 4: Production Forecasts - Polar Gold is a major overseas source of antimony, with a production of 27,100 tons in 2023, accounting for 26% of global output, but expected to drop to 12,700 tons in 2024, reducing its global share to 13% [2] - The production forecast for Polar Gold in 2024 is 8,616 tons in the first half and 4,056 tons in the second half, with annualized production shares of 17% and 8% respectively [2] Group 5: Price Outlook - Antimony prices are expected to rise in the medium to long term due to limited supply increases domestically and abroad, alongside the recovery of compliant antimony exports from China [3] - The cash costs for Polar Gold are projected to increase in 2025, primarily due to a significant decline in antimony production [3]