金融界8月14日消息，上证指数高开低走，上证 180 资源指数 (180资源，000026)下跌0.24%，报4150.73 点，成交额287.64亿元。 从上证 180 资源指数持仓的市场板块来看，上海证券交易所占比100.00%。 从上证 180 资源指数持仓样本的行业来看，原材料占比55.89%、能源占比44.11%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。特殊情况下将对指数进行临时调整。当样本退市时，将其从指数样 本中剔除。样本公司发生收购、合并、分拆等情形的处理，参照计算与维护细则处理。若上证180指数 调整样本，或上证180指数中样本公司有特殊事件发生，导致其行业属性发生变化，该指数系列样本进 行相应的调整。 数据统计显示，上证 180 资源指数近一个月上涨8.89%，近三个月上涨13.73%，年至今上涨12.80%。 据了解，上证180主题指数系列是在上证180指数的基础上，分别选择符合基建、资源和运输等主题概念 的上 ...

公司在四大洲八大国家拥有7座控股金矿和1座参股金矿。2024年底，合并矿产金权益资源量1614吨，平均品位1.4g/t，权益储量856吨，平均品位1.4g/t。 2024年合计黄金产量46.7吨，权益量40吨。据产量指引，仅内生增长下，2025-2026年权益产量将增至40.5吨和53.1吨，增长潜力强劲。成本方面，2022-2024 年全维持成本从1046美元/盎司升至1458美元/盎司，2024年涨幅仅0.6%，成本控制向好。 横向对比，公司成长性突出，2022-2024年权益产量年化增速9.6%，为样本企业中最快。虽旗下矿山品位非最优，但成本优势显著，体现出色运营能力，不 过与国内代表性企业相比，综合成本仍有改善空间。 公司核心竞争力在于"五环归一"：激励机制到位激发员工积极性；管理层为专业团队，经验丰富；并购能力强，逆周期收购并改造"亏本"矿山；勘探能力突 出，自主勘查降低资源获取成本；运营能力卓越，通过"矿石流五环归一"模式提升矿山效益。 紫金黄金国际是由紫金矿业整合其海外金矿资产而成的全球领先黄金开采公司，控股股东为紫金矿业，实际控制人为上杭县财政局。自2007年收购塔吉克斯 坦吉劳/塔罗金矿起步 ...

今天，A股继续走强，上证指数、深证成指、创业板指盘中集体创今年以来新高。工业富联（601138）等8只千亿级别市值规模的龙头股创历史新高。 截至收盘，上证指数涨0.48%，深证成指涨1.76%，创业板指涨3.62%。全市场成交额为2.18万亿元，为今年2月27日以来首次突破2万亿元。全市场超2700 只个股上涨，光库科技（300620）、铜冠铜箔（301217）等多只个股"20CM"涨停。 板块方面，有色金属、PEEK材料、CPO、光刻机等板块涨幅居前，煤炭、银行、港口、物流等板块跌幅居前。 具体来看，军工板块领涨，航天科技（000901）近7日斩获5个涨停板，长城军工（601606）股价创历史新高；证券板块全天保持强势，东方财富 （300059）全天成交额突破200亿元，达203.82亿元，居A股第一。此外，工业富联、新易盛（300502）、中际旭创（300308）等多只AI龙头股创历史新 高。 八大千亿龙头股创历史新高 今天，工业富联、紫金矿业（601899）、洛阳钼业（603993）、胜宏科技（300476）、中际旭创、新易盛、深南电路（002916）、寒武纪等8只千亿市值 龙头股，收盘股价（前复权）创 ...

Group 1 - The core viewpoint of the news highlights a strong performance in the non-ferrous metal sector, particularly the Non-Ferrous 50 ETF (159652), which has seen significant increases in both price and trading volume [1][5][7] - As of August 13, 2025, the Non-Ferrous 50 ETF rose by 2.25%, with notable individual stocks like Huaxi Nonferrous (600301) and Bowei Alloy (601137) each increasing by 10.01% [1][3] - The ETF has experienced a net inflow of funds, with a total of 500 million shares purchased, indicating strong investor interest [3][4] Group 2 - Recent economic data from the U.S. has shown weaker-than-expected performance, with the non-manufacturing PMI at 50.1, raising concerns about economic growth [5][6] - The market anticipates a potential interest rate cut by the Federal Reserve, with an 88.9% probability of a 25 basis point cut in September, which is expected to positively impact precious metals [6][7] - The overall sentiment in the non-ferrous metal sector is bolstered by supply-side policies and improving demand dynamics, suggesting a favorable environment for price increases [6][7] Group 3 - The Non-Ferrous 50 ETF encompasses a diverse range of metals, including gold, copper, and rare earths, with copper making up 31% of its composition, positioning it as a leading fund in its category [8][9] - Key holdings in the ETF include Zijin Mining (15.8% weight) and Huayou Cobalt (4.0% weight), reflecting a strong focus on leading companies in the copper and lithium sectors [9][10] - The ETF's recent growth in scale, with an increase of 881.50 million yuan over the past week, indicates a robust interest from investors [4][5]

彼时，对于业绩增长，紫金矿业称主要是由于生产运营管理能力稳步提升，主要矿产品产量实现增长； 同时公司对金属市场的研判能力进一步提升，充分享受了金属价格上涨带来的收益。 此外，紫金矿业正加速推进全球化进程。6月30日，紫金矿业公告，拟以12亿美元收购Cantech持有的哈 萨克斯坦RG金矿项目100%权益。 对于此次收购的必要性，紫金矿业阐述，RG金矿资源量较大，为大型在产露天矿山，服务期限长，基 础设施完善；项目选矿工艺成熟，综合成本较低，盈利能力较强，且在生产运营方面仍有进一步提升空 间，并购当年即可为公司贡献产量和利润；预期投资回报期短，经济效益良好。 紫金矿业（601899）7月13日晚间披露业绩预增公告，公司预计2025年上半年归属于上市公司股东的净 利润约232亿元，同比增长约54%。 具体看，紫金矿业公告称，经财务部门初步测算，预计2025年半年度净利润约232亿元，与上年同期151 亿元相比，将增加约81亿元，同比增长约54%。其中，2025年第二季度预计实现净利润约130亿元，与 2025年第一季度102亿元相比，将增加约28亿元，环比增加约27%。 另外，紫金矿业预计2025年半年度实现归属 ...

Group 1 - The non-ferrous metal sector experienced a broad increase, with notable stock performances including Jiangxi Copper rising by 5.84% to HKD 18.49, and Luoyang Molybdenum increasing by 5.26% to HKD 10.6 [1] - The U.S. Labor Department reported a 0.2% month-on-month increase in the Consumer Price Index (CPI) for July, aligning with expectations and showing a deceleration of 0.1 percentage points from the previous month [1] - Following the CPI data release, traders are betting on a high probability (over 90%) that the Federal Reserve will cut interest rates by 25 basis points in September [1] Group 2 - CITIC Securities noted that poor U.S. economic and employment data, combined with Trump's nomination of Stephen Moore to the Federal Reserve, has strengthened market expectations for a rate cut in September, leading to a rally in the non-ferrous sector [2] - The ongoing domestic "anti-involution" policy aims to optimize production factors and enhance profitability across various segments, which is favorable for the transmission of rising metal prices to downstream markets [2] - The valuation of the industrial metals sector is currently low, indicating potential for upward correction, with a bullish market for non-ferrous metals beginning to emerge as both EPS and PE metrics show promise [2]

根据协议，公司将对马林迪码头和基戈马港口进行升级改造，完善堆场、仓库等基础设施，配备现代化 装卸设备与智能管理系统，有效提升货物吞吐能力、优化物流体系及效率。升级完成后，经达累港的矿 产品集靠港时间将大幅缩短，马林迪码头将成为非洲铜矿带出海的重要门户。 此外，为配合全链条物流体系落地，紫金矿业在坦桑尼亚设计建造的多艘2000吨级散货船，即将于2026 年交付，这批现代化船舶不仅是坦桑本地首批现代化散货运输船，也被坦桑尼亚政府视为招商引资、推 动制造业升级的重要标志性成果。 本文源自：智通财经网 智通财经获悉，紫金矿业(02899)盘中涨超3%，截至发稿，涨2.8%，报23.52港元，成交额2.49亿港元。 消息面上，据紫金矿业官网消息，当地时间8月5日，紫金矿业与坦桑尼亚政府在达累斯萨拉姆港正式签 署协议，获得达累港马林迪码头与基戈马港口的特许经营权，将有力保障公司在刚果(金)等中部非洲国 家的物流和供应链能力。 ...

Core Insights - Silver prices have surged over 36% this year, outperforming gold, driven by factors such as the "substitution effect" and industrial demand [1][5][6] - The rising silver prices have led to increased consumer interest in silver jewelry, particularly among younger demographics, despite concerns about affordability [1][2][3] Price Trends - The spot silver price reached over $39 per ounce, marking a nearly 13-year high, with significant increases in silver jewelry prices observed [1][3] - Consumers have reported sharp price increases for silver items, with some experiencing price hikes from 207 yuan to 269 yuan for a silver bracelet within a short period [1][2] Market Demand - Sales of silver jewelry have significantly increased, with some brands reporting sales growth of 2 to 9 times compared to previous weeks [3] - The demand for silver jewelry remains strong due to its relatively lower price compared to gold, attracting many young buyers [3] Company Performance - Several silver mining companies, such as Huayu Mining and Zijin Mining, are expected to report over 50% increases in net profits for the first half of 2025, benefiting from rising silver prices [3][4] Investment Insights - The investment market for silver bars is also gaining traction, with banks offering silver bars at competitive prices, reflecting a bullish outlook on silver [4][5] - Analysts suggest that investors should diversify their portfolios to mitigate risks associated with the rising silver prices, considering various investment tools such as physical silver, ETFs, and mining stocks [5][6]

Group 1 - The Federal Reserve's interest rate cut expectations are rising, significantly supporting the precious metals market [1] - The volatility in U.S. employment data has led to a near certainty of a rate cut in September, which will lower real interest rates and enhance the attractiveness of gold [1] - Central banks in emerging markets are actively purchasing gold, with China increasing its gold reserves for nine consecutive months, providing long-term support for gold prices [1] Group 2 - As of August 13, 2025, the CSI Hong Kong-Shenzhen Gold Industry Stock Index (931238) rose by 1.33%, with notable increases in constituent stocks such as Jiangxi Copper (00358) up 6.30% and Zijin Mining (601899) up 3.65% [3] - The Gold Stock ETF (159322) increased by 1.46%, with a recent price of 1.25 yuan, and has shown a cumulative increase of 1.48% over the past week [3] - The Gold Stock ETF has a one-year net value increase of 30.95%, with a maximum monthly return of 16.59% since inception [3] Group 3 - The Gold Stock ETF has a Sharpe ratio of 1.25 over the past year, ranking it in the top 1/3 of comparable funds, indicating higher returns for the same level of risk [4] - The fund has experienced a relative drawdown of 3.00% year-to-date, with a recovery time of 7 days, the fastest among comparable funds [4] - The Gold Stock ETF closely tracks the CSI Hong Kong-Shenzhen Gold Industry Stock Index, which includes 50 large-cap companies involved in gold mining, refining, and sales [4][5]

每经AI快讯，8月13日，有色板块日内震荡拉升，工业金属方向领涨，紫金矿业、洛阳钼业双双涨超3% 创历史新高，此前丽岛新材、东方钽业涨停，电工合金涨超10%，华锡有色、华钰矿业、江西铜业、铜 陵有色等涨幅靠前。 ...