经济观察网 有色板块日内探底回升，铜方向领涨，江西铜业（600362）触及涨停，此前白银有色 （601212）2连板，北方铜业（000737）、洛阳钼业（603993）、兴业银锡（000426）续创历史新高， 云南铜业（000878）、铜陵有色（000630）、西部矿业（601168）涨幅靠前。消息面上，隔夜LME期 铜主力合约一度触及11000美元/吨，此外花旗将0 - 3个月铜价目标从每吨1.05万美元上调至1.1万美元， 预计2026年第二季度铜价平均达1.2万美元。 ...

（原标题：超导概念涨5.85%，主力资金净流入这些股） 资金流入比率方面，永鼎股份、安泰科技、金杯电工等流入比率居前，主力资金净流入率分别为 40.95%、37.79%、24.00%。（数据宝） 超导概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 000969 | 安泰科 技 | 10.03 | 4.15 | 23891.47 | 37.79 | | 600105 | 永鼎股 份 | 9.99 | 2.61 | 21871.74 | 40.95 | | 601212 | 白银有 色 | 10.00 | 2.47 | 16138.69 | 19.18 | | 600522 | 中天科 技 | 5.71 | 5.94 | 13556.09 | 3.38 | | 600366 | 宁波韵 升 | 7.48 | 10.03 | 11724.71 | 7.34 | | 002533 | 金杯电 工 | 10.04 ...

| 000878 | 云南铜 | 10.01 | 7.61 | 19719.41 | 6.81 | | --- | --- | --- | --- | --- | --- | | | 业 | | | | | | 600490 | 鹏欣资 | 8.52 | 10.14 | 17222.27 | 11.77 | | | 源 | | | | | | | 白银有 | | | | | | 601212 | 色 | 10.00 | 2.47 | 16138.69 | 19.18 | | | 西部黄 | | | | | | 601069 | 金 | 10.00 | 6.84 | 14626.34 | 7.54 | | 601609 | 金田股 | 8.80 | 12.62 | 12443.93 | 4.39 | | | 份 | | | | | | 600173 | 卧龙新 | 5.94 | 12.81 | 11023.47 | 13.32 | | | 能 | | | | | | 000923 | 河钢资 | 9.99 | 7.91 | 9296.21 | 9.60 | | | 源 | | | | | | | 西藏珠 | | ...

截至10月9日收盘，金属铅概念上涨6.14%，位居概念板块涨幅第2，板块内，33股上涨，浙富控股、高 能环境、白银有色等涨停，豫光金铅、锡业股份、赤峰黄金等涨幅居前，分别上涨9.87%、8.60%、 8.52%。 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（%） | | --- | --- | --- | --- | | 可控核聚变 | 6.97 | 免税店 | -1.82 | | 金属铅 | 6.14 | 冰雪产业 | -1.59 | | 超导概念 | 5.85 | 租售同权 | -1.52 | | 金属锌 | 5.72 | 短剧游戏 | -1.35 | | 金属钴 | 5.50 | 旅游概念 | -1.05 | | 金属铜 | 5.28 | ST板块 | -0.99 | | 黄金概念 | 5.22 | 海南自贸区 | -0.98 | | 稀土永磁 | 5.05 | 电子竞技 | -0.94 | | 小金属概念 | 4.16 | IP经济(谷子经济) | -0.93 | | 金属镍 | 4.11 | 特色小镇 | -0.92 | 资金面上看，今日金属铅概念板块获主力资 ...

（原标题：金属锌概念涨5.72%，主力资金净流入19股） 截至10月9日收盘，金属锌概念上涨5.72%，位居概念板块涨幅第4，板块内，35股上涨，浙富控股、白银有色、兴业银锡等涨停，豫光金铅、锡 业股份、鹏欣资源等涨幅居前，分别上涨9.87%、8.60%、8.52%。 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（%） | | --- | --- | --- | --- | | 可控核聚变 | 6.97 | 免税店 | -1.82 | | 金属铅 | 6.14 | 冰雪产业 | -1.59 | | 超导概念 | 5.85 | 租售同权 | -1.52 | | 金属锌 | 5.72 | 短剧游戏 | -1.35 | | 金属钴 | 5.50 | 旅游概念 | -1.05 | | 金属铜 | 5.28 | ST板块 | -0.99 | | 黄金概念 | 5.22 | 海南自贸区 | -0.98 | | 稀土永磁 | 5.05 | 电子竞技 | -0.94 | | 小金属概念 | | 4.16 IP经济(谷子经济) | -0.93 | | 金属镍 | 4.11 | 特色小镇 | ...

白银有色集团股份有限公司 BAIYIN NONFERROUS GROUP CO.,LTD. 2025 年第二次临时股东大会 会议资料 股票简称：白银有色 股票代码：601212 二〇二五年十月 目 录 | 1.白银有色 2025 年第二次临时股东大会现场会议规则 ... 1 | | | --- | --- | | 2.白银有色 2025 年第二次临时股东大会会议议程 4 | | | 3.白银有色关于取消公司监事会、调整经营范围并修订公司 | | | 章程的提案 7 | | | 4.白银有色关于修订《股东会议事规则》等相关制度的提案 | | | | 83 | | 5.白银有色关于选举董事的提案 117 | | 白银有色集团股份有限公司 2025 年第二次临时股东大会现场会议规则 为了维护全体股东的合法权益，确保现场股东大会的正常秩 序和议事效率，保证现场会议的顺利进行，根据《公司法》、《上 市公司股东大会规则》等有关法律法规和《公司章程》的规定， 现就白银有色集团股份有限公司 2025 年第二次临时股东大会现 场会议规则明确如下： 六、股东及股东代理人参加股东大会依法享有发言权、质询 权、表决权等权利。股东及股 ...

Core Insights - The industrial metals sector experienced a significant increase of 7.88% on October 9, with Tongling Nonferrous Metals leading the gains [1] - The Shanghai Composite Index closed at 3933.97, up 1.32%, while the Shenzhen Component Index closed at 13725.56, up 1.47% [1] Industrial Metals Sector Performance - Tongling Nonferrous Metals (code: 000630) closed at 5.90, with a rise of 10.07% and a trading volume of 4.912 million shares, amounting to a transaction value of 2.868 billion [1] - Other notable performers included: - Jinyi Co., Ltd. (code: 002295) at 16.23, up 10.03% [1] - Northern Copper Industry (code: 000737) at 17.56, up 10.03% [1] - Yunnan Copper (code: 000878) at 19.23, up 10.01% [1] - Jiangxi Copper (code: 600362) at 39.04, up 10.00% [1] Capital Flow Analysis - The industrial metals sector saw a net inflow of 644 million yuan from institutional investors, while retail investors contributed a net inflow of 204 million yuan [5] - Notable net inflows from major stocks included: - China Aluminum (code: 601600) with a net inflow of 283 million yuan [5] - Western Mining (code: 601168) with a net inflow of 194 million yuan [5] - Yunnan Copper (code: 000878) with a net inflow of 184 million yuan [5]

中信证券指出，当前国内金矿股涨至高位引发市场对于估值方法和估值空间的疑惑。对此我们认为，一 是方向上，金价上涨动能充足叠加金矿企业量增加速释放，量价齐升有望推动板块PE继续向上修复； 二是空间上，国内金矿股在现金流和资源维度被显著低估，未来两种估值方法的国内推广有望促进重 估。定性和定量两个层面，我们均看好国内黄金股的配置价值。 （文章来源：21世纪经济报道） 10月7日，国家外汇管理局统计数据显示，我国9月末黄金储备报7406万盎司，环比增加4万盎司，为连 续第11个月增持黄金。 瑞银近期发布报告称，黄金市场目前倾向于看涨行情，预计到2026年年中金价将升至4200美元/盎司。 瑞银认为，美元走弱、央行大举购买黄金以及ETF投资增加等因素对金价构成利好，同时建议黄金在投 资组合中的配置比例为5%左右。 10月9日，COMEX黄金期货价格早盘小幅回调后再度拉升，目前交投于4056美元附近，黄金相关ETF午 后延续强势，截至收盘，黄金股ETF(159562)涨近9%，其持仓股四川黄金、山东黄金、中金黄金、白银 有色、江西铜业股份等股批量涨停，西部黄金、紫金矿业、赤峰黄金等股纷纷走强，黄金ETF华夏 (51885 ...

Market Analysis - Global capital markets have shown significant increases during the holiday period, particularly in gold, US stocks, and copper, driven primarily by AI narratives [2] - The A-share market has returned to 3900 points after 10 years, with technology stocks being the main upward momentum, heavily influenced by external market sentiment and capital flow [2] - The continued rise of indices indicates signs of capital returning before the holiday, with October expected to be a competitive month for individual stocks [2] Gold Market Insights - Three anchors for gold pricing have been identified: reserve value, consumption value, and trading value [2] - With the ongoing expansion of dollar credit cracks, a long-term bull market for gold is anticipated, as the demand for gold is expected to grow [2] - By 2025, domestic gold jewelry companies are expected to see sales increases and performance improvements [2] Sector Performance - The gold concept stocks opened significantly higher, with several stocks reaching their daily limit, reflecting strong market interest [3] - The semiconductor sector is also active, with AMD's partnership with OpenAI leading to a notable increase in AMD's stock price [4] - Solid-state battery concept stocks have shown strong fluctuations, driven by advancements in battery technology [5] Index Performance - The Shanghai Composite Index has shown a strong upward trend post-holiday, with a focus on whether it can maintain above 3950 points [9] - The ChiNext Index has reached new highs, with technology stocks being the primary drivers, although the performance remains characterized by rotation rather than collective surges [9] Investment Outlook - The consensus among broker reports indicates a positive macro environment for A-shares following the holiday, with a focus on resource and AI sectors [15] - The long-term logic supporting gold's continued rise is centered around the restructuring of the global monetary credit system, with gold being viewed as a stabilizing asset during economic turbulence [15] - The ongoing accumulation of US debt poses risks to monetary credit, further enhancing gold's appeal as a safe-haven asset [16]

10月9日，国庆中秋"双节"假期后开市第一天，同花顺（300033）行情数据显示，A股市场早间开盘，贵金属、有色金属、小金属等行业板块大涨，四川 黄金（001337）、江西铜业（600362）、白银有色（601212）开盘直线涨停。截至午间收盘，铜陵有色（000630）、云南铜业（000878）、西部矿业 （601168）、山东黄金（600547）等股也"10CM"涨停，兴业银锡（000426）、洛阳钼业（603993）等涨超9%，中金黄金（600489）、北方铜业 （000737）、紫金矿业涨超8%。 港股市场，中国黄金（600916）国际、江西铜业股份、大唐黄金、洛阳钼业、紫金矿业延续涨势，截至记者11点36分发稿时，江西铜业股份涨超9%。 | 新矿资源 | 0.450 | 66.67% | 0.07% | | --- | --- | --- | --- | | HK HK1231 | | | | | 荣阳实业 | 0.188 | 13.94% | 0.04% | | HK HK2078 | | | | | 中国大冶有色金属 | 0.124 | 11.71% | 0.93% | | HK HK0661 | ...