兴业银锡（000426.SZ）10月20日在投资者互动平台表示，1、2024年12月，控股股东兴业集团已将其子 公司布敦银根矿业委托公司进行经营、管理。截至目前，未有注入上市公司的时间计划。2、唐河时代 仍处于建设期，唐河时代恢复建设工作仍在推进中。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：恭喜董事长重整顺利完成，那么接下来是不是要推进 布敦银根注入了？另外唐河时代有重启计划吗？ ...

New Stock Offerings - The offer period for the acquisition of Shangwei New Materials (688585) is from September 29, 2025, to October 28, 2025[1] - The latest announcements for various stocks include BoRui Pharmaceutical (688166) and Nanxin Pharmaceutical (688189) on October 10, 2025[1] - Significant abnormal fluctuations were reported for Nanxin Pharmaceutical (688189) on October 10, 2025[1] Trading Alerts - A total of 30 stocks have trading alerts issued on October 20, 2025, including Anlikang (002940) and ST Baoying (002047)[1] - The trading alerts cover various sectors, indicating potential volatility in the market[1] - The latest announcements for stocks such as YD Holdings (000626) and ST Nanzhi (002305) were made on October 20, 2025[1]

截至10月20日收盘，小金属概念下跌0.55%，位居概念板块跌幅榜前列，板块内，湖南白银、白银有 色、*ST亚振等跌停，西部黄金、盛达资源、招金黄金等跌幅居前，股价上涨的有59只，涨幅居前的有 杉杉股份、东方钽业、金杨股份等，分别上涨7.26%、6.12%、5.48%。 | 601958 | 金钼股份 | 0.00 | 0.73 | -335.15 | | --- | --- | --- | --- | --- | | 002009 | 天奇股份 | 3.97 | 4.31 | -307.84 | | 002667 | 威领股份 | 0.88 | 2.43 | -293.29 | | 000751 | 锌业股份 | -1.78 | 3.55 | -280.54 | | 300402 | 宝色股份 | 1.60 | 1.18 | -264.31 | | 600622 | 光大嘉宝 | 0.72 | 1.77 | -239.34 | | 002721 | 金一文化 | 0.00 | 1.31 | -191.33 | | 000546 | 金圆股份 | 1.21 | 1.34 | -190.22 | | 00211 ...

黄金概念资金流出榜 截至10月20日收盘，黄金概念下跌2.09%，位居概念板块跌幅榜前列，板块内，湖南白银、白银有色等 跌停，西部黄金、宝鼎科技、晓程科技等跌幅居前，股价上涨的有22只，涨幅居前的有卧龙新能、特变 电工、武商集团等，分别上涨10.00%、2.01%、1.73%。 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（%） | | --- | --- | --- | --- | | 培育钻石 | 6.69 | 黄金概念 | -2.09 | | 可燃冰 | 3.86 | 金属铅 | -1.99 | | F5G概念 | 3.42 | 金属锌 | -1.89 | | 页岩气 | 3.15 | 金属铜 | -0.87 | | 脑机接口 | 2.81 | 小金属概念 | -0.55 | | 煤炭概念 | 2.77 | 金属钴 | -0.42 | | 智慧灯杆 | 2.71 | 转基因 | -0.33 | | 6G概念 | 2.65 | 兵装重组概念 | -0.28 | | 共封装光学(CPO) | 2.64 | 养鸡 | -0.20 | | 华为手机 | 2.64 | 猪肉 ...

今日涨跌幅居前的概念板块 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 601212 | 白银有色 | -9.95 | 5.24 | -50002.43 | | 601899 | 紫金矿业 | -1.39 | 1.44 | -48183.81 | | 000426 | 兴业银锡 | -3.76 | 5.34 | -38412.67 | | 002155 | 湖南黄金 | -6.08 | 4.91 | -16610.87 | | 002716 | 湖南白银 | -9.95 | 5.78 | -12742.68 | | 600711 | 盛屯矿业 | -2.58 | 5.49 | -11933.86 | | 600531 | 豫光金铅 | -6.06 | 8.21 | -10102.10 | | 002237 | 恒邦股份 | -6.63 | 6.07 | -7564.73 | | 000960 | 锡业股份 | -0.41 | 2.09 | -6124.39 | | 000603 | 盛达资源 | ...

| 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 培育钻石 | 6.69 | 黄金概念 | -2.09 | | 可燃冰 | 3.86 | 金属铅 | -1.99 | | F5G概念 | 3.42 | 金属锌 | -1.89 | | 页岩气 | 3.15 | 金属铜 | -0.87 | | 脑机接口 | 2.81 | 小金属概念 | -0.55 | | 煤炭概念 | 2.77 | 金属钴 | -0.42 | | 智慧灯杆 | 2.71 | 转基因 | -0.33 | | 6G概念 | 2.65 | 兵装重组概念 | -0.28 | | 共封装光学(CPO) | 2.64 | 养鸡 | -0.20 | | 华为手机 | 2.64 | 猪肉 | -0.17 | | 603077 | 和邦生物 | -1.85 | 2.25 | -4367.85 | | --- | --- | --- | --- | --- | | 600961 | 株冶集团 | -3.75 | 4.43 | -4058.58 | | 600338 | 西藏珠峰 | -0.84 ...

Market Overview - The A-share market experienced fluctuations last week, with the margin balance reaching 24,293.85 billion yuan as of October 17, marking a decrease of 12.82 billion yuan in financing balance over the week [1] - On October 16, both the margin balance and financing balance hit historical highs [1] Financing Balance Changes - During the last week, the financing balance increased on four days: October 13 (+2.24 billion yuan), October 14 (+2.34 billion yuan), October 15 (+2.31 billion yuan), and October 16 (+7.59 billion yuan), while it decreased significantly on October 17 (-27.30 billion yuan) [1] - Out of 31 industries, 13 saw an increase in financing balance, with the non-ferrous metals, basic chemicals, and defense industries leading in net buying amounts of 6.15 billion yuan, 1.29 billion yuan, and 0.85 billion yuan respectively [1][3] Industry Performance - The industries with the largest net selling amounts included electronics (-7.05 billion yuan), communications (-5.03 billion yuan), and electric power equipment (-2.87 billion yuan) [1][3] - The detailed financing balance for selected industries shows significant variations, with the non-ferrous metals industry having a total margin balance of 120.71 billion yuan and a financing balance of 120.09 billion yuan [3] Individual Stock Activity - A total of 104 stocks saw an increase in financing amounts exceeding 1 billion yuan, with the top ten stocks being Zijin Mining, Zhongjin Gold, and Beijing Junzheng, among others [4] - The largest net buying stock was Zijin Mining with a net purchase of 1.58 billion yuan, despite a price drop of 2.27% [5] - The stock with the highest increase in price was Antai Technology, which rose over 19% [4]

Group 1: Copper - LME copper price increased by 2.41% to $10,624.00 per ton, while Shanghai copper decreased by 1.77% to 84,400 yuan per ton [1][12] - Domestic copper inventory increased by 0.55 thousand tons to 17.75 thousand tons due to weak downstream consumption and replenishment of imported sources [1][12] - The operating rate of domestic major refined copper rod enterprises rose to 62.5%, up 19.06% week-on-week, but down 16.39% year-on-year, indicating a recovery post-holiday but still below pre-holiday levels [1][12] Group 2: Aluminum - LME aluminum price rose by 1.82% to $2,796.00 per ton, while Shanghai aluminum decreased by 0.33% to 20,900 yuan per ton [2][13] - Domestic electrolytic aluminum ingot inventory decreased by 2.3 thousand tons, indicating a slight recovery in demand [2][13] - The operating rate of domestic aluminum processing enterprises remained stable at 62.5%, with a year-on-year decline of 1.4% [2][13] Group 3: Gold - COMEX gold price increased by 7.65% to $4,344.30 per ounce, influenced by U.S. government shutdown and geopolitical risks [3][14] - SPDR gold holdings increased by 17.46 tons to 1,034.62 tons, reflecting increased demand amid market uncertainties [3][14] - The U.S. government shutdown has led to delays in key economic data releases, impacting the economy and the dollar's position [3][14] Group 4: Rare Earths - The price of praseodymium and neodymium oxide decreased by 9.01% to 507,100 yuan per ton, with expectations of price recovery due to overseas replenishment [4][32] - The strategic importance of rare earths has increased due to regulatory changes, with a positive outlook for major companies in the sector [4][32] - The implementation of new regulations is expected to gradually show positive effects on supply and pricing [4][32] Group 5: Antimony - Antimony price decreased by 4.08%, but demand is expected to recover due to the stabilization of photovoltaic glass production [4][33] - The implementation of stricter standards for flame-retardant cables may provide a demand boost for antimony [4][33] - Global antimony prices are expected to trend upward due to resource scarcity and reduced supply from major mines [4][33] Group 6: Lithium - The average price of lithium carbonate decreased by 0.63% to 73,100 yuan per ton, while lithium hydroxide decreased by 0.43% to 78,200 yuan per ton [5][60] - Total lithium carbonate production increased to 21,100 tons, reflecting a slight recovery in supply [5][60] - Strong demand from the energy storage sector is expected to support lithium prices despite recent supply increases [5][60] Group 7: Cobalt - Cobalt price increased by 9% to 381,000 yuan per ton, driven by tight supply conditions [5][61] - The market is characterized by a "price without market" phenomenon, with strong upward pressure on prices due to raw material shortages [5][61] - Future price increases are anticipated as supply constraints from Congo continue to affect the market [5][61] Group 8: Nickel - LME nickel price increased by 0.1% to $15,200 per ton, while Shanghai nickel price decreased by 0.6% to 121,200 yuan per ton [5][62] - Concerns over the stability of nickel ore supply due to regulatory changes in Indonesia are providing short-term support for prices [5][62] - The market is expected to remain volatile due to the interplay between supply disruptions and weak fundamentals [5][62]

Investment Rating - The report maintains a "Buy" rating for the industry, highlighting several key companies as investment opportunities [4]. Core Views - The report emphasizes that tariff uncertainties continue to disrupt the market, leading to increased demand for safe-haven assets like gold and silver, which have reached new highs [1][2]. - Industrial metal prices are expected to remain strong due to supply disruptions and optimistic macroeconomic forecasts, despite short-term volatility caused by tariffs [2][3]. - Energy metals, particularly lithium and cobalt, are projected to perform well due to strong demand from the electric vehicle and energy storage sectors [3]. - Precious metals are benefiting from strong central bank purchases and high expectations for interest rate cuts, which are expected to support gold prices in the medium to long term [3]. Summary by Sections Industrial Metals - Tariff-induced short-term volatility is affecting copper prices, but supply disruptions are expected to support prices [2]. - Aluminum demand remains resilient, with a decrease in social inventory indicating a potential price stabilization [2][19]. - The report highlights key companies in the industrial metals sector, including Luoyang Molybdenum, Zijin Mining, and China Aluminum [2]. Energy Metals - Cobalt prices are rising due to new export quota regulations from the Democratic Republic of Congo, while lithium demand remains strong due to the growth of the electric vehicle market [3]. - Key companies recommended in this sector include Huayou Cobalt and Tianqi Lithium [3]. Precious Metals - Gold prices are expected to continue rising due to strong demand from central banks and geopolitical uncertainties [3]. - Recommended companies in the precious metals sector include Western Gold, Shandong Gold, and Zijin Gold [3].

"2025年以来，美元信用的加速衰退成为此次金属价格上涨的核心驱动因素，推动了有色金属价格的强 势反弹。"分析师如是说道。 行情升温，市场加温 2025年以来，一场席卷全球的大宗商品"热浪"正在迅速升温。金价突破历史高点、伦铜叩响万美元大 关、白银补涨势能释放，有色金属在资本市场的存在感急剧抬升。 本报（chinatimes.net.cn）记者张蓓 见习记者 黄指南 深圳报道 在美联储降息周期与外部不确定性双重因素的作用下，2025年黄金及有色金属板块的表现引人瞩目。 10月15日，纽约商品交易所2025年12月黄金期货价格突破每盎司4200美元，创下历史新高，年内涨幅已 超过50%。黄金的屡创新高不仅推动了相关企业盈利显著提升，也进一步确认了市场对其避险属性的强 烈需求。 然而，其他有色金属板块表现却有所分化。工业金属受制于关税政策及全球经济预期，价格波动加剧， 但整体盈利保持稳定。能源金属则虽未完全摆脱下行通道，但价格降幅已明显收窄，企业压力缓解，盈 利质量有所改善，显示出走出底部的潜力。 在国庆黄金周后，二级市场迎来有色金属板块的强势上涨，黄金、铜、稀土等核心品种表现突出，相关 企业股价普遍走强。 业内 ...