兴业银锡公告，公司针对与西藏鹏熙的股权转让协议争议诉讼已获得云南省人民检察院《不支持监督申 请决定书》，决定不支持西藏鹏熙的监督申请。此诉讼源于2019年10月昆明中院的应诉通知，历经一 审、二审及最高人民法院的再审申请驳回。最新决定书确认案件不符合监督条件，表明案件已接近终 结，不会对公司利润产生影响。 ...

格隆汇12月10日丨兴业银锡(000426.SZ)在投资者互动平台表示，银漫二期目前已取得立项批复。 ...

Group 1 - The precious metals sector experienced significant fluctuations, with notable gains in stocks such as Xiaocheng Technology, which rose over 10%, and other companies like Shengda Resources, Hunan Silver, Xingye Silver, Shanjin International, and Zhaojin Gold showing strong performance [1] - On December 9, both New York silver futures and spot silver prices increased by over 4%, reaching above $61 per ounce and $60 per ounce respectively [1] - Year-to-date, silver prices have surged nearly 110%, indicating a strong upward trend in the market [1]

Group 1 - The metal zinc sector experienced a decline of 2.82%, ranking among the top losers in the concept sector, with *ST Zhengping hitting the daily limit down, and companies like Luoping Zinc Electric, Tin Industry Co., and Hebang Bio also showing significant declines [1][2] - The main funds in the metal zinc sector saw a net outflow of 1.91 billion yuan, with 34 stocks experiencing net outflows, and 6 stocks seeing outflows exceeding 100 million yuan. Zijin Mining led the outflow with 486 million yuan, followed by Xingye Silver Tin, Huayu Mining, and Western Mining [2][3] - The top gainers in the metal zinc sector included Shengda Resources, Hongda Co., and Guocheng Mining, with net inflows of 81.12 million yuan, 2.67 million yuan, and 2.64 million yuan respectively [2][3] Group 2 - The top stocks with the largest net outflows in the metal zinc sector included Zijin Mining (-3.49%, turnover rate 0.97%, net outflow 485.57 million yuan), Xingye Silver Tin (-3.12%, turnover rate 3.48%, net outflow 168.55 million yuan), and Huayu Mining (-3.75%, turnover rate 5.15%, net outflow 140.54 million yuan) [2][3] - Other notable stocks with significant declines included Western Mining (-4.22%, turnover rate 2.25%, net outflow 136.47 million yuan) and Tin Industry Co. (-5.46%, turnover rate 3.13%, net outflow 125 million yuan) [3] - The overall performance of the metal zinc sector reflects a broader trend of capital outflow, indicating potential challenges for companies within this sector [2][3]

金属铅概念资金流出榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 601618 | 中国中冶 | -10.03 | 4.36 | -48646.28 | | 601899 | 紫金矿业 | -3.49 | 0.97 | -48556.74 | | 000426 | 兴业银锡 | -3.12 | 3.48 | -16854.77 | | 601020 | 华钰矿业 | -3.75 | 5.15 | -14054.21 | | 601168 | 西部矿业 | -4.22 | 2.25 | -13646.99 | | 000960 | 锡业股份 | -5.46 | 3.13 | -12500.71 | | 601212 | 白银有色 | -4.05 | 1.74 | -12012.87 | | 002716 | 湖南白银 | -3.10 | 3.94 | -9623.80 | | 600711 | 盛屯矿业 | -2.56 | 5.44 | -9273.89 | | 002155 | 湖南黄金 | ...

Group 1: Precious Metals - Gold - The weakening of the US dollar credit remains the core logic for gold pricing in 2025, with a notable negative correlation between gold prices and the dollar's share in global foreign exchange reserves [11][12] - The Federal Reserve is expected to continue its rate-cutting cycle into 2026, which may support gold prices, especially with concerns over the independence of monetary policy due to potential changes in leadership [13][15] - The long-term trend of weakening US dollar credit is not expected to change, with the US fiscal deficit projected to reach 6.9% of GDP in 2024, indicating ongoing structural issues in the US fiscal system [16][17] Group 2: Industrial Metals - Supply constraints for copper are expected to intensify, with significant disruptions in overseas copper mining projects leading to a projected decrease in output by over 100,000 tons in 2025 [23][24] - The demand for copper is anticipated to grow significantly due to the rise of AI and data centers, with each MW of installed capacity requiring approximately 27 tons of copper [27][28] - The macroeconomic environment, characterized by a weak dollar and continued rate cuts by the Federal Reserve, is expected to drive copper prices upward [29][31] Group 3: Energy Metals - The supply of lithium and cobalt is expected to improve significantly due to the end of overseas capacity clearances and the implementation of supply constraint policies by major producing countries [33] - The demand for energy metals is projected to benefit from the resilience of battery technologies and the growth of the energy storage sector, leading to a positive supply-demand dynamic [33][34] Group 4: Tin - The supply of tin is tightening due to regulatory changes in Indonesia and ongoing production disruptions in Myanmar, with exports from Indonesia declining by approximately 20% year-on-year [45][46] - The global demand for refined tin is expected to grow, particularly in the electronics sector, driven by high semiconductor sales and the increasing use of tin solder in AI and high-performance computing applications [51]

Core Viewpoint - The average increase of silver concept stocks has reached 79.24% this year, significantly outperforming the Shanghai Composite Index during the same period [1] Group 1: Stock Performance - Six silver concept stocks, including Xingye Yinxin, Huayu Mining, Shengda Resources, Pengxin Resources, Zijin Mining, and Chifeng Gold, have seen their annual growth rates double [1] - As of December 5, 2023, 13 silver concept stocks have a rolling price-to-earnings (P/E) ratio below 30, with companies like Yuguang Gold Lead, Zhuhai Group, Zijin Mining, and Western Mining having P/E ratios below 20 [1] Group 2: Valuation Levels - Yuguang Gold Lead has the lowest rolling P/E ratio at 15.04, indicating a potentially attractive valuation [1] - In the first three quarters of this year, Yuguang Gold Lead reported a net profit of 621 million yuan, reflecting a year-on-year growth of 11.99% [1] Group 3: Capital Flow - As of December 5, 2023, four silver concept stocks have seen net financing purchases exceeding 100 million yuan since December, including Yunnan Copper, Xingye Yinxin, Chifeng Gold, and Tongling Nonferrous Metals [1]

Investment Ratings - The report maintains a positive outlook on copper, aluminum, and rare earths, indicating high market activity and potential for growth [12][33][34]. Core Insights - Copper prices increased by 4.38% to $11,665.00 per ton on LME, with domestic prices rising by 6.12% to 92,800 yuan per ton, driven by supply constraints and high demand [1][13]. - Aluminum prices rose by 1.24% to $2,900.50 per ton on LME, with domestic prices up 3.4% to 22,300 yuan per ton, reflecting stable demand despite seasonal fluctuations [2][14]. - Gold prices decreased by 0.87% to $4,227.7 per ounce, influenced by geopolitical risks and market volatility, while SPDR gold holdings increased [3][15]. - Rare earth prices, particularly praseodymium-neodymium oxide, rose by 2.79%, with expectations of increased demand due to supply constraints and favorable export conditions [4][34]. - Antimony prices decreased by 1.79%, but the outlook remains positive due to anticipated recovery in exports [4][35]. - Tin prices increased by 4.70%, supported by low inventory levels and supply disruptions in Indonesia and Myanmar [4][36]. Summary by Sections Copper - LME copper price increased by 4.38% to $11,665.00 per ton, with domestic prices at 92,800 yuan per ton [1][13]. - Supply constraints are evident with a decrease in copper inventory and processing fees [1][13]. - Downstream demand is weakening due to high prices, leading to a decline in new orders [1][13]. Aluminum - LME aluminum price rose by 1.24% to $2,900.50 per ton, with domestic prices at 22,300 yuan per ton [2][14]. - Inventory levels remain stable, but processing rates have decreased slightly [2][14]. - Demand is cautious due to high prices affecting transaction volumes [2][14]. Precious Metals - Gold prices fell by 0.87% to $4,227.7 per ounce, with geopolitical factors influencing market dynamics [3][15]. - SPDR gold holdings increased, indicating a slight uptick in investor interest [3][15]. Rare Earths - Praseodymium-neodymium oxide prices increased by 2.79%, with expectations of higher demand due to supply constraints [4][34]. - Export conditions are improving, contributing to a positive outlook for the sector [4][34]. Antimony - Antimony prices decreased by 1.79%, but the long-term outlook remains optimistic due to potential export recovery [4][35]. Tin - Tin prices increased by 4.70%, driven by low inventory levels and supply disruptions [4][36].

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：000426 证券简称：兴业银锡 公告编号：2025-92 内蒙古兴业银锡矿业股份有限公司 第十届董事会第二十五次会议决议公告 本公司及董事 会全体成员保证公告内容真实、准确和完整，没有虚假记载、误导性陈述或 者重大遗 漏。 一、董事会会议召开情况 内蒙古兴业银锡矿业股份有限公司（以下简称"公司"）第十届董事会第二十五次会议通知于2025年12月 3日以专人送达、电子邮件等方式发出，会议于2025年12月5日以通讯方式召开。本次会议应参加表决董 事9人，实际收到表决票9张。会议的召集、召开、表决符合《公司法》及《公司章程》的规定，决议合 法有效。 二、董事会会议审议情况 1、审议通过了《关于公司为子公司兴业黄金（香港）发行境外债提供担保的议案》 表决结果：同意9票，反对0票，弃权0票。 本议案已经公司董事会审计与法律委员会审查通过。具体内容详见公司同日于巨潮资讯网 （www.cninfo.com.cn）上披露的《关于公司为子公司兴业黄金（香港）发行境外债提供担保的公告》 (公告编号：2025-93)。 本议案尚需提交公司2025年第四次临时股东会审议 ...

证券日报网讯12月5日晚间，兴业银锡（000426）发布公告称，截至目前，公司未发生逾期担保、涉及 诉讼的担保及因担保被判决败诉而应承担损失的情况。 ...