（编辑 任世碧） 证券日报网讯 华钰矿业11月25日在互动平台回答投资者提问时表示，公司所开展业务符合国家对行业 相关政策要求，截至目前，公司国内产品主要为锌精矿以及铅锑精矿（含银），主要客户为下游大型冶 炼企业及贸易商。 ...

资金面上看，今日金属铅概念板块获主力资金净流入7.94亿元，其中，25股获主力资金净流入，8股主 力资金净流入超5000万元，净流入资金居首的是盛屯矿业，今日主力资金净流入2.12亿元，净流入资金 居前的还有华钰矿业、大中矿业、锡业股份等，主力资金分别净流入8849.06万元、8783.33万元、 8259.98万元。 截至11月25日收盘，金属铅概念上涨3.17%，位居概念板块涨幅第4，板块内，32股上涨，华锡有色、 罗平锌电等涨停，盛屯矿业、国城矿业、盛达资源等涨幅居前，分别上涨7.59%、6.04%、5.48%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | F5G概念 | 4.52 | 中船系 | -0.95 | | 共封装光学(CPO) | 3.62 | 兵装重组概念 | -0.36 | | 光纤概念 | 3.61 | 养鸡 | -0.36 | | 金属铅 | 3.17 | 国产航母 | -0.32 | | 海南自贸区 | 3.13 | 猪肉 | -0.03 | | 金属锌 | 3.07 | 中韩 ...

截至11月25日收盘，金属锌概念上涨3.07%，位居概念板块涨幅第6，板块内，35股上涨，华锡有色、 罗平锌电等涨停，盛屯矿业、国城矿业、盛达资源等涨幅居前，分别上涨7.59%、6.04%、5.48%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | F5G概念 | 4.52 | 中船系 | -0.95 | | 共封装光学(CPO) | 3.62 | 兵装重组概念 | -0.36 | | 光纤概念 | 3.61 | 养鸡 | -0.36 | | 金属铅 | 3.17 | 国产航母 | -0.32 | | 海南自贸区 | 3.13 | 猪肉 | -0.03 | | 金属锌 | 3.07 | 中韩自贸区 | 0.09 | | 赛马概念 | 2.98 | 可燃冰 | 0.13 | | WiFi 6 | 2.84 | 预制菜 | 0.14 | | 铜缆高速连接 | 2.83 | 同花顺中特估100 | 0.15 | | 福建自贸区 | 2.82 | 超级品牌 | 0.16 | 资金面上看，今日金属锌概念板块获主力资金 ...

招商中证1000增强策略ETF（159680）成立日期2022年11月18日，最新规模7.48亿。今年以来收益 29.97%，同类排名1449/4208；近一年收益27.28%，同类排名1324/3972；成立以来收益45.46%。 招商中证1000增强策略ETF（159680）基金经理为蔡振、文雨。 截至发稿，蔡振累计任职时间4年110天，现任基金资产总规模134.48亿元，任职期间最佳基金回报 48.94%， 任职期间最差基金回报4.31%。 11月21日，华钰矿业跌5.04%，截至发稿，报29.57元/股，成交7.29亿元，换手率2.96%，总市值242.46 亿元。 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%。 从基金十大重仓股角度 数据显示，招商基金旗下1只基金重仓华 ...

资金面上看，今日金属锌概念板块获主力资金净流出6.05亿元，其中，14股获主力资金净流入，5股主 力资金净流入超3000万元，净流入资金居首的是大中矿业，今日主力资金净流入2.36亿元，净流入资金 居前的还有威领股份、倍杰特、华钰矿业等，主力资金分别净流入9321.15万元、6953.04万元、5387.84 万元。 资金流入比率方面，倍杰特、威领股份、大中矿业等流入比率居前，主力资金净流入率分别为 11.47%、9.34%、7.64%。（数据宝） 金属锌概念资金流入榜 截至11月20日收盘，金属锌概念上涨0.90%，位居概念板块涨幅第4，板块内，18股上涨，倍杰特20%涨 停，宏达股份、大中矿业、威领股份等涨幅居前，分别上涨7.84%、7.06%、6.94%。跌幅居前的有新威 凌、湖南白银、锌业股份等，分别下跌3.67%、3.15%、2.56%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 海南自贸区 | 2.20 | 硅能源 | -2.66 | | 盐湖提锂 | 1.43 | 兵装重组概念 | -2. ...

Core Insights - The metal lead sector experienced a rise of 0.99%, ranking third among concept sectors, with 18 stocks increasing in value, notably Beijiete with a 20% surge [1] - Major gainers included Dazhong Mining, Weiling Co., and Guocheng Mining, which rose by 7.06%, 6.94%, and 4.99% respectively [1] - Conversely, Hunan Silver, Yuguang Gold Lead, and Zhejiang Fu Holdings saw declines of 3.15%, 2.31%, and 2.09% respectively [1] Market Performance - The leading concept sectors for the day included Hainan Free Trade Zone with a 2.20% increase and Salt Lake Lithium Extraction with a 1.43% increase, while Silicon Energy and Military Equipment Restructuring concepts faced declines of 2.66% and 2.55% respectively [2] - The metal lead sector had a net outflow of 5.95 billion yuan, with 13 stocks receiving net inflows, and 5 stocks attracting over 30 million yuan in net inflows [2] Fund Flow Analysis - The top stocks in terms of net inflow ratio were Beijiete, Weiling Co., and Dazhong Mining, with net inflow rates of 11.47%, 9.34%, and 7.64% respectively [3] - Dazhong Mining led the net inflow with 236.49 million yuan, followed by Weiling Co. with 93.21 million yuan and Beijiete with 69.53 million yuan [3] Decliners - The stocks with the largest declines included Hunan Silver with a drop of 3.15%, Yuguang Gold Lead down by 2.31%, and Zhejiang Fu Holdings decreasing by 2.09% [5] - Other notable decliners were Zijin Mining with a decline of 1.26% and Hunan Huangjin down by 0.63% [5]

Group 1 - The metal lead concept increased by 2.03%, ranking second among concept sectors, with 28 stocks rising, including Chifeng Jilong Gold Mining (up 7.00%), Xinyi Silver Tin (up 6.68%), and Tin Industry Co. (up 5.88%) [1][2] - The leading stocks in terms of decline included Wolong New Energy (down 3.13%), Yuehongyuan A (down 2.62%), and Jinhui Co. (down 1.91%) [1][2] Group 2 - The metal lead sector experienced a net outflow of 0.15 billion yuan from main funds, with 17 stocks seeing net inflows, and 8 stocks receiving over 30 million yuan in net inflows [2] - Zijin Mining led the net inflow with 1.03 billion yuan, followed by Hunan Silver (net inflow of 587.87 million yuan), Huayu Mining (net inflow of 533.39 million yuan), and China Metallurgical Group (net inflow of 497.01 million yuan) [2][3] Group 3 - In terms of net inflow ratios, Beijiete, China Metallurgical Group, and Hunan Silver had the highest ratios at 12.40%, 12.32%, and 8.80% respectively [3] - The top stocks by net inflow in the metal lead concept included Zijin Mining (up 3.35%), Hunan Silver (up 3.76%), and Huayu Mining (down 0.13%) [3]

Core Insights - The metal zinc sector has seen a 2.00% increase, ranking third among concept sectors, with 30 stocks rising, including notable gains from Xingye Silver, Xiyegongsi, and Beijiete, which rose by 6.68%, 5.88%, and 5.80% respectively [1][2] Sector Performance - The top-performing concept sectors today include: - China Shipbuilding System: +4.60% - Metal Lead: +2.03% - Metal Zinc: +2.00% - Chicken Farming: +1.90% - Salt Lake Lithium Extraction: +1.83% [2] Capital Flow - The metal zinc sector attracted a net inflow of 2.1152 million yuan, with 18 stocks receiving net inflows, and 8 stocks exceeding 30 million yuan in net inflows. Zinc Industry Co. led with a net inflow of 105 million yuan, followed by Zijin Mining, Hunan Silver, and Huayu Mining with net inflows of 103 million yuan, 58.7869 million yuan, and 53.3387 million yuan respectively [2][3] Net Inflow Ratios - The leading stocks by net inflow ratio in the zinc sector are: - Zinc Industry Co.: 13.00% - Beijiete: 12.40% - Hunan Silver: 8.80% [3] Stock Performance - Key stock performances in the zinc sector include: - Zinc Industry Co.: +5.65% with a turnover rate of 13.28% - Zijin Mining: +3.35% with a turnover rate of 0.93% - Hunan Silver: +3.76% with a turnover rate of 4.61% [3][4]

Group 1 - The gold concept sector experienced a decline at the beginning of trading, with notable drops in several companies [2] - Hainan Mining saw a decrease of 5.67%, while HeBai Group fell by 2.81% [2] - Other companies such as Yuguang Gold Lead and Huayu Mining also reported declines of 2.58% and over 2%, respectively [2]

Investment Rating - The report maintains a "Positive" investment rating for the non-ferrous metals industry [2] Core Viewpoints - The antimony industry is expected to enter a strong prosperity cycle due to a mismatch in supply and demand growth rates [4][8] - China's antimony resource reserves account for 30% of the global total, with a significant increase in reserves from 480,000 tons in 2020 to 670,000 tons in 2024, reflecting a CAGR of 8.7% [4][18] - Global antimony production is highly concentrated, with China accounting for 58% of the total production in 2024, although production has been declining [5][23] - The demand for antimony is projected to grow significantly, driven by the rapid development of photovoltaic installations and the increasing use of antimony in glass for solar panels [6][42] Summary by Sections 1. Antimony Supply Dynamics - Antimony supply is experiencing an unexpected contraction, with China's environmental and export restrictions contributing to a rigid supply growth characteristic [8][27] - The global antimony supply is expected to decline from 137,000 tons in 2024 to 129,000 tons by 2027, with a CAGR of -2% [30][57] - China's reliance on imported antimony concentrates is high, with approximately 45.7% of the supply coming from imports in 2024 [28][31] 2. Antimony Demand Growth - Global antimony consumption is projected to increase by 10.8% year-on-year to 166,000 tons in 2024, with the fastest growth in demand coming from photovoltaic glass [6][45] - The demand for antimony in photovoltaic glass is expected to grow from 49,000 tons in 2024 to 90,000 tons by 2027, reflecting a CAGR of 22% [43][49] - The overall global antimony demand is anticipated to rise from 166,000 tons in 2024 to 224,000 tons by 2027, with a CAGR of 11% [45][50] 3. Supply-Demand Gap and Price Outlook - The supply-demand gap for antimony is expected to widen significantly, with projected deficits of 2.8 million tons in 2024 and increasing to 9.5 million tons by 2027 [51][58] - The tightening supply conditions and increasing demand are likely to push antimony prices into an upward trajectory, with potential price increases of up to 56% anticipated [52][52] - The report highlights that changes in China's export policies could fundamentally alter the global antimony trade flow and pricing dynamics [10][52] 4. Related Companies - Companies mentioned in the report include Huayu Mining, Huaxi Nonferrous, and Hunan Gold [11][59]