Group 1 - The company will hold its 2024 Annual General Meeting on June 25, 2025, at 15:00 in Baiyin City, Gansu Province [6][7][10] - Shareholders must register for the meeting and provide necessary identification documents [1][2][3] - Voting will be conducted through a combination of on-site and online methods, with specific time frames for online voting [6][10][11] Group 2 - The company reported a significant increase in production for various metals in 2024, with copper, lead, and zinc output reaching 770,600 tons, a year-on-year increase of 7.83% [9][10] - Gold production was reported at 17,470 kilograms, showing a remarkable growth of 99.45%, while silver production reached 544 tons, up 72.31% [10][11] - The total industrial output value for 2024 was 56.086 billion yuan, reflecting a 39.35% increase compared to the previous year [10][11] Group 3 - The company aims to achieve a total industrial output value of 62.1 billion yuan in 2025, with projected increases in production for copper, gold, and silver [25][26] - The planned production for copper, lead, and zinc is set at 800,000 tons, with gold at 18,000 kilograms and silver at 550 tons, indicating growth targets of 3.82%, 16%, and 1.09% respectively [25][26] - The company is focused on enhancing its operational efficiency and expanding its market presence through strategic investments and project implementations [10][28] Group 4 - The company is committed to high-quality development, aligning its strategies with national and provincial policies while focusing on innovation and sustainable practices [26][29] - It aims to optimize its industrial structure and enhance its technological capabilities to support the transition to a low-carbon economy [29][30] - The company plans to strengthen its supply chain security and resource acquisition strategies to ensure stable production and growth [12][27]

Group 1 - The three major indices experienced a significant adjustment, with the Shanghai Composite Index down 0.79%, the Shenzhen Component down 1.21%, and the ChiNext Index down 1.36%. Over 600 stocks rose, with a total trading volume of approximately 1.25 trillion yuan [2] - Oil and gas concept stocks surged, with Shouhua Gas rising by 20%, Tongyuan Petroleum up over 11%, and other companies like Junyou Co., Zhongman Petroleum, and CNOOC Services also seeing gains. The rise in international oil prices is attributed to the conflict between Iran and Israel, with potential U.S. intervention leading to further price increases [2] - The film and television industry saw strong performance, with companies like Baina Qiancheng and Ciweng Media rising by 20% and 10% respectively. Baina Qiancheng signed a film authorization contract worth 372 million yuan, which is expected to significantly boost its 2025 performance [2] Group 2 - The semiconductor and PCB sectors also showed strength, with Juxin Technology rising by 13.8% and Nord Shares by 10%. A recent report from CITIC Securities highlighted the challenges in obtaining advanced manufacturing and packaging capacity overseas, indicating a strong demand and weak supply situation in the domestic semiconductor industry [3] - The previously popular sectors such as controlled nuclear fusion, rare earth permanent magnets, and digital currency saw declines, with companies like Hezhong Intelligent and Hailian Jinhui dropping by 10% and over 7% respectively [3][4] - Other sectors including non-ferrous metals, healthcare, real estate, and securities also weakened, with companies like Dongfang Caifu and Vanke A experiencing declines [4]

白银有色集团股份有限公司 BAIYIN NONFERROUS GROUP CO.,LTD. 2024 年年度股东大会 会议资料 股票简称：白银有色 股票代码：601212 二〇二五年六月 | | | | 1.白银有色 | 2024 | 年年度股东大会现场会议规则 | | 1 | | --- | --- | --- | --- | --- | | 2.白银有色 | 2024 | 年年度股东大会会议议程 | | 4 | | 3.白银有色 | 2024 | 年度董事会工作报告 | | 7 | | 4.白银有色 | 2024 | 年度监事会工作报告 | | 23 | | 5.白银有色 | 2024 | 年度独立董事述职报告 | | 30 | | 6.白银有色 | 2025 | 年度财务预算报告 | | 63 | | 7.白银有色 | 2024 | 年度财务决算报告 | | 65 | | 8.白银有色 | 2024 | 年度利润分配的提案 | | 68 | | 9.白银有色 | 2024 | 年度董事薪酬的提案 | | 69 | | 10.白银有色 | 2024 | 年度监事薪酬的提案 | | 70 | | 11.白银 ...

证券代码：601212 证券简称：白银有色 公告编号：2025—临 026 号 白银有色集团股份有限公司 关于对外担保进展的公告 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个别及连带责任。 重要内容提示： ●本次被担保对象：公司的全资子公司、参股子公司，不存在关联担保。 ●担保金额：截至 2025 年 5 月 31 日，公司为全资、控股子公司提供的担保余额为 141,610.64 万元；公司为参股子公司提供的担保余额为 88,642.94 万元。 ●公司无逾期担保。 ●特别风险提示：本次被担保方最近一期经审计的资产负债率超过 70%的是白银有色长 通电线电缆有限责任公司、甘肃德福新材料有限公司，敬请投资者充分关注担保风险。 一、担保情况概述 （一）担保事项基本情况 2025 年 5 月，白银有色集团股份有限公司（简称白银有色或公司）为年度担保计划内的 全资子公司新增担保金额合计 6,000.00 万元，解除全资及控股子公司担保金额合计 4,897.00 万元。为年度担保计划内的参股子公司新增担保金额合计 14,744.00 万元，解 ...

Group 1 - Silver prices have surged to a 13-year high, while platinum has reached a two-year high, driven by increased demand for industrial precious metals and a strong investment sentiment in the precious metals market [2][3] - The recent price movements are attributed to a combination of supply shortages and strong demand, particularly from India for silver and a recovery in platinum demand from China [3][5] - The gold-silver ratio has surpassed 100, indicating that silver is significantly undervalued relative to gold, which is fueling expectations for a price correction in silver [3] Group 2 - Platinum ETF holdings have increased by over 3% since mid-May, while silver ETF inflows have risen nearly 8% since February, indicating growing investor interest in these assets [4] - JP Morgan's report highlights a supply shortage in platinum, driven by reduced mining output and increased demand for jewelry, suggesting a bullish outlook for platinum prices [5][6] - The potential for platinum's role in the hydrogen economy and its applications in high-end photovoltaic components may further enhance its demand in the future [5]

沪指6月6日上涨0.04%，申万所属行业中，今日上涨的有13个，涨幅居前的行业为有色金属、通信，涨 幅分别为1.16%、1.00%。有色金属行业位居今日涨幅榜首位。跌幅居前的行业为美容护理、纺织服 饰，跌幅分别为1.70%、1.18%。 有色金属行业资金流出榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 300748 | 金力永磁 | -2.58 | 4.75 | -15028.69 | | 600259 | 广晟有色 | -3.25 | 7.16 | -10604.44 | | 000807 | 云铝股份 | 0.00 | 0.76 | -7611.22 | | 000969 | 安泰科技 | -2.20 | 2.64 | -5690.63 | | 300328 | 宜安科技 | -1.94 | 5.08 | -5276.07 | | 000795 | 英洛华 | -1.94 | 2.00 | -4454.14 | | 300963 | 中洲特材 | 6.26 | 21.72 | -4366 ...

Group 1 - The metal zinc concept has seen a significant increase of 3.22%, ranking first among concept sectors, with 33 stocks rising, including 盛达资源, 白银有色, and 湖南白银 reaching their daily limit [1][2] - Major gainers in the metal zinc sector include 新威凌 with a rise of 13.86%, 兴业银锡 at 8.21%, and 中信金属 at 6.82% [1][2] - The metal zinc sector attracted a net inflow of 7.82 billion yuan from main funds, with 25 stocks receiving net inflows, and 湖南白银 leading with a net inflow of 2.19 billion yuan [2][3] Group 2 - The top three stocks by net inflow ratio in the metal zinc sector are 湖南白银 at 34.69%, 白银有色 at 25.94%, and 中信金属 at 11.54% [3] - The trading volume and turnover rates for key stocks in the metal zinc sector show significant activity, with 湖南白银 having a turnover rate of 7.39% and 白银有色 at 3.25% [3][4] - Other notable stocks in the sector include 紫金矿业 with a net inflow of 1.36 billion yuan and 盛达资源 with a net inflow of 443.25 million yuan [3][4]

Group 1 - As of June 6, the metal nickel concept increased by 2.08%, ranking 6th among concept sectors, with 26 stocks rising, including Xiamen Xinda, Shengda Resources, and Baiyin Nonferrous, which hit the daily limit [1] - The leading gainers in the nickel sector included Xingye Silver Tin, CITIC Metal, and Boqian New Materials, which rose by 8.21%, 6.82%, and 5.64% respectively [1] - The stocks with the largest declines were Lanxiao Technology, Tianqi Co., and Zhongwei Co., which fell by 1.54%, 1.34%, and 0.63% respectively [1] Group 2 - The metal zinc sector led the gains today with an increase of 3.22%, while the military equipment restructuring concept saw a decline of 4.38% [2] - The metal lead and glyphosate sectors also experienced gains of 2.57% and 2.43% respectively, while the NFT concept and Ant Financial concept saw declines of 1.32% and 1.27% [2] - The metal nickel sector had a net inflow of 597 million yuan, with 19 stocks receiving net inflows, and 6 stocks seeing inflows exceeding 30 million yuan [2] Group 3 - The top net inflow stocks in the nickel sector included Luoyang Molybdenum with a net inflow of 241 million yuan, Baiyin Nonferrous with 197 million yuan, and CITIC Metal with 53 million yuan [3] - Baiyin Nonferrous, CITIC Metal, and Luoyang Molybdenum had the highest net inflow ratios at 25.94%, 11.54%, and 10.61% respectively [3] - The trading volume for Luoyang Molybdenum was 24.11 million yuan, while Baiyin Nonferrous had a trading volume of 19.74 million yuan [3] Group 4 - Other notable stocks in the nickel sector included Shengda Resources with a 10% increase and a trading volume of 44.32 million yuan, and Boqian New Materials with a 5.64% increase and a trading volume of 24.28 million yuan [4] - The overall market saw some declines, with stocks like Blue Sky Technology and Tianqi Co. experiencing losses of 1.54% and 1.34% respectively [5] - The trading activity indicated a mixed performance across various stocks, with significant inflows into certain companies while others faced outflows [5]

Group 1 - As of June 6, the copper concept sector rose by 1.68%, ranking 9th among concept sectors, with 56 stocks increasing in value [1] - Notable gainers in the copper sector included Xiamen Xinda and Baiyin Nonferrous, which hit the daily limit, while Xingye Silver Tin, CITIC Metal, and Yuguang Gold Lead also saw significant increases of 8.21%, 6.82%, and 6.52% respectively [1] - The top decliners in the sector were Guangsheng Nonferrous, *ST Zhengping, and Changjiang Investment, which fell by 3.25%, 1.69%, and 0.69% respectively [1] Group 2 - The copper concept sector experienced a net inflow of 926 million yuan, with 41 stocks receiving net inflows, and 6 stocks seeing inflows exceeding 50 million yuan [2] - The leading stock in terms of net inflow was Luoyang Molybdenum, which attracted 241 million yuan, followed by Baiyin Nonferrous, Chifeng Gold, and Zijin Mining with net inflows of 197 million yuan, 141 million yuan, and 136 million yuan respectively [2] Group 3 - In terms of capital inflow ratios, Baiyin Nonferrous, Hunan Yunan, and CITIC Metal had the highest net inflow rates at 25.94%, 13.78%, and 11.54% respectively [3] - The top stocks in the copper concept sector based on net inflow included Luoyang Molybdenum with a daily increase of 3.97% and a turnover rate of 1.72%, and Baiyin Nonferrous with a daily increase of 10.00% and a turnover rate of 3.25% [3][4]

Core Viewpoint - The surge in global risk aversion has led to a significant increase in the precious metals market, particularly gold and silver, with silver emerging as a new favorite among investors [1][7]. Group 1: Market Performance - The Hong Kong and A-share markets have seen substantial gains in the gold and precious metals sector, with China Silver Group rising over 21% and several other companies hitting their daily price limits [2]. - As of the latest data, spot silver has reached over $36 per ounce, marking a 13-year high, while COMEX silver futures are reported at $36.19 per ounce, reflecting a daily increase of 1.08% [5]. Group 2: Demand and Supply Dynamics - The demand for silver is expected to reach record levels in 2024, contributing to a structural deficit in the silver market for the fourth consecutive year, driven by strong industrial demand, particularly in green energy sectors like solar power [8]. - The recent underperformance of U.S. economic data and the anticipation of Federal Reserve interest rate cuts have positively influenced the prices of silver and other industrially used precious metals [8]. Group 3: Geopolitical and Economic Influences - Global geopolitical tensions, including the ongoing Russia-Ukraine conflict and U.S.-Iran relations, have heightened the demand for safe-haven assets, further boosting precious metals [8]. - The recent escalation of trade tensions, particularly with the doubling of tariffs on steel and aluminum by former President Trump, has raised concerns about potential tariffs on other key metals, impacting market sentiment [8]. Group 4: Future Price Expectations - Analysts predict that if U.S. non-farm payroll data falls short of expectations, it could strengthen market bets on a July rate cut by the Federal Reserve, potentially leading to a significant rise in precious metal prices [9]. - Forecasts suggest that silver prices could reach $40 by the end of this year or early 2026, with ongoing central bank purchases and robust safe-haven demand driving this trend [9].