Group 1 - The core viewpoint is that the gold market is experiencing significant upward momentum due to geopolitical tensions and expectations of future interest rate cuts by the Federal Reserve, leading to a surge in gold prices and related stocks [1][2]. - As of December 22, 2025, the China Securities Index for gold industry stocks rose by 3.38%, with notable increases in individual stocks such as Silver Nonferrous (up 8.69%) and China Gold International (up 5.87%) [1]. - The spot gold price reached a historical high of $4,381.4 per ounce, driven by heightened market risk aversion [1]. Group 2 - Concerns over global debt and the trend of "de-dollarization" are prompting central banks and investors to increase their gold holdings, indicating a long-term bullish outlook for gold prices [2]. - The current valuation of gold resource stocks is considered low, presenting a potential investment opportunity as their profit expectations rise with increasing gold prices [2]. - The gold stock ETF (517520) is highlighted for its higher elasticity during gold price increases, making it an attractive option for investors seeking exposure to gold assets [2].

近日，由白银有色（维权）集团股份有限公司（以下简称"白银集团"）西北矿冶研究院研发升级的高效环保D90系列水处理剂，收到了国家知识产权局的 《专利申请受理通知书》。这一D90系列水处理剂，是西北矿冶院针对剧毒稀有分散金属"铊"开具的一张新处方，投用生产能让冶炼企业废水净化达到铊 的排放限值和监测要求。 据悉，铊元素的毒性在重金属行列中遥遥领先，是工业废水净化过程中的"硬骨头"。行业内通常采用氧化沉淀法和硫化沉淀法净化处置，存在容易引入其 他杂质和处理不彻底等弊端，进行二次处理则会带来较大的成本投入。近年来，生态环境部先后提高了铅、锌工业污染物的排放标准，其中对铊元素的排 放限值划出了红线，并对监测工作也明确了更严格的要求。 与此同时，白银集团主导的"先进金属材料和矿用浮选药剂智能化中试基地"正在建设中，正在为D90系列水处理剂立足白银走向甘肃并向西北地区拓展应 用打下产能基础。 2023年5月，西北矿冶院精细化工研究所联合环境资源研究所组成专项攻关小组，针对这一行业的"老大难"开始了为期一年的技术研发，经过成百次的精 准计算、反复调配、试验攻关，最终研发出D90系列水处理剂，成功打破传统化学沉淀法的繁复流程， ...

Group 1 - The industrial metal sector has experienced a short-term decline, with companies such as Shengda Resources, Pengxin Resources, Jingyi Co., Silver Industry Co., and Zhuhai Group showing a downward trend [1]

Group 1 - The metal lead concept increased by 3.20%, ranking fourth among concept sectors, with 33 stocks rising, including major mining companies like Dazhong Mining and Guocheng Mining hitting the daily limit [1] - The leading gainers in the metal lead sector included Xingye Silver Tin, Zhuhai Group, and Shengda Resources, which rose by 6.46%, 6.45%, and 6.01% respectively [1] - The sector saw a net inflow of 8.95 billion yuan from main funds, with 27 stocks receiving net inflows, and five stocks exceeding 1 billion yuan in net inflow [2] Group 2 - The top stocks by net inflow included Guocheng Mining with 2.28 billion yuan, followed by Dazhong Mining, Baiyin Nonferrous, and Chifeng Gold with net inflows of 2.07 billion yuan, 1.38 billion yuan, and 1.08 billion yuan respectively [2] - The net inflow ratios for Dazhong Mining, Guocheng Mining, and Baiyin Nonferrous were 19.06%, 16.34%, and 13.93% respectively, indicating strong investor interest [3] - The overall performance of the metal lead sector was contrasted by declines in other sectors, such as Smart Agriculture and Baodi Mining, which fell by 9.69% and 0.29% respectively [5]

Group 1: Employment Data - The U.S. non-farm employment increased by 64,000 in November, surpassing the market expectation of 50,000, but manufacturing employment has dropped to its lowest level since March 2022 [1] - The unemployment rate unexpectedly rose to 4.6%, the highest since September 2021, although this increase coincided with a rise in the labor participation rate [1] - Non-farm employment saw a significant decrease of 105,000 in October, with August and September also revised down by a total of 33,000 [1] Group 2: Wage Growth - The average hourly wage in November grew by 3.5% year-on-year, marking the lowest growth rate since May 2021, indicating a slowdown in real wage growth [1] Group 3: Market Reactions - Despite the overall weak data, there remains a divergence in market expectations regarding the Federal Reserve's interest rate cut path, leading to increased short-term volatility in gold prices [1] - The long-term appeal of gold as a safe-haven asset and its anti-inflation value continues to attract capital [1] Group 4: Gold Price Forecast - Goldman Sachs predicts that gold prices will reach $4,900 per ounce by the end of 2026, driven by increased holdings from households or institutional investors seeking to diversify risk amid high macroeconomic uncertainty [2] Group 5: Gold Industry Index Performance - As of December 17, 2025, the CSI Hong Kong-Shenzhen Gold Industry Stock Index (931238) rose by 2.87%, with constituent stocks such as Shandong Gold and Jiangxi Copper seeing significant gains [2] - The gold stock ETF fund saw a turnover of 7.16% during the trading session, with a transaction volume of 7.3346 million [2] Group 6: Top Holdings in Gold Industry Index - The top ten weighted stocks in the CSI Hong Kong-Shenzhen Gold Industry Stock Index account for 68.26% of the index, including companies like Zijin Mining and Shandong Gold [3]

登录新浪财经APP 搜索【信披】查看更多考评等级 受损股民可至新浪股民维权平台登记该公司维权：http://wq.finance.sina.com.cn/ 关注@新浪证券、微信关注新浪券商基金、百度搜索新浪股民维权、访问新浪财经客户端、 新浪财经首页都能找到我们！ 2025年10月24日，白银有色（维权）集团股份有限公司（证券简称：白银有色）及相关当事人收到甘肃 证监局下发的《行政处罚决定书》（〔2025〕1号）。 根据当事人违法行为的事实、性质、情节与社会危害程度，依据《证券法》第一百九十七条第二款的规 定，甘肃证监局决定：一、对白银有色责令改正，给予警告，并处以400万元罚款；二、对王普公给予 警告，并处以150万元罚款；三、对王彬给予警告，并处以100万元罚款；四、对孙茏给予警告，并处以 100万元罚款；五、对吴贵毅给予警告，并处以80万元罚款；六、对徐东阳给予警告，并处以50万元罚 款。 索赔材料： 一、买卖白银有色601212股票的对账单原件 （1）对账单原件需要加盖证券公司营业部印章； （2）对账单需涵盖从首次买入白银有色股票起至打印日止的所有交易记录，目前仍持有该股票的投资 者还须显示剩余持股总 ...

证券代码：601212 证券简称：白银有色 公告编号：2025一临070号 白银有色集团股份有限公司 第五届董事会第三十次会议决议公告 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个别及连带责任。 一、董事会会议召开情况 白银有色集团股份有限公司（以下简称"公司"）于2025年12月9日通过电子邮件或书面等方式向公司全 体董事发出召开第五届董事会第三十次会议的通知。公司第五届董事会第三十次会议于2025年12月15日 以通讯方式召开。会议应出席董事13名，实际出席董事13名。本次会议由公司董事长王普公先生主持召 开。会议的召集、召开、审议程序符合《中华人民共和国公司法》等法律法规及《公司章程》的有关规 定，会议形成的决议合法有效。 二、董事会会议审议情况 （一）审议通过《关于聘任2025年度审计机构的提案》 具体内容详见公司同日在指定信息披露媒体《上海证券报》《证券日报》及上海证券交易所官方网站披 露的公司《关于变更会计师事务所的公告》。 表决结果：同意13票，反对0票，弃权0票。 本 ...

证券日报网讯 12月15日晚间，白银有色发布公告称，公司第五届董事会第三十次会议审议通过《关于 聘任2025年度审计机构的提案》《关于召开2025年第四次临时股东会的提案》。 （文章来源：证券日报） ...

（编辑 任世碧） 证券日报网讯 12月15日晚间，白银有色发布公告称，公司于2025年12月15日召开第五届董事会第三十 次会议审议通过《关于聘任2025年度审计机构的提案》，公司拟聘任北京兴华会计师事务所（特殊普通 合伙）为2025年度财务报告审计机构和内部控制审计机构。 ...

证券日报网讯12月15日晚间，白银有色（601212）发布公告称，公司将于2025年12月31日召开2025年第 四次临时股东会。本次股东会将审议《关于聘任2025年度审计机构的提案》。 ...