截至12月9日收盘，金属锌概念下跌2.82%，位居概念板块跌幅榜前列，板块内，*ST正平跌停，罗平锌 电、锡业股份、和邦生物等跌幅居前。 金属锌概念资金流出榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 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. ...

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]

资金面上，数据宝统计，截至12月5日收盘，12月以来融资净买入逾1亿元的白银概念股有4只，分别为 云南铜业、兴业银锡、赤峰黄金、铜陵有色。 估值水平方面，截至12月5日收盘，13只白银概念股滚动市盈率低于30倍，其中豫光金铅、株冶集团、 紫金矿业、西部矿业滚动市盈率不到20倍。豫光金铅滚动市盈率为15.04倍，排在最低位置。今年前三 季度，公司实现净利润6.21亿元，同比增长11.99%。 据数据宝统计，截至12月5日收盘，今年以来白银概念股平均上涨79.24%，远远跑赢同期上证指数。兴 业银锡、华钰矿业、盛达资源、鹏欣资源、紫金矿业、赤峰黄金6只概念股年内涨幅翻倍。 ...

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。 ...

Group 1 - The company, Xingye Silver Tin, announced plans to issue overseas bonds through its subsidiary, Xingye Gold (Hong Kong), with a total issuance size not exceeding 300 million USD to optimize its financing structure and support sustainable development [1] - The company will provide guarantees for the bond issuance, with the guarantee amount not exceeding 300 million USD, which will increase the total guarantee balance to approximately 4.31 billion RMB, accounting for 54.55% of the company's latest audited net assets attributable to shareholders [1] - The company and its subsidiaries have a total guarantee balance of 220 million RMB for entities outside the consolidated financial statements, representing 2.78% of the latest audited net assets attributable to shareholders [1] Group 2 - For the first half of 2025, the company's revenue composition shows that the mining industry accounts for 99.28%, while other businesses contribute 0.72% [2] - As of the report date, the market capitalization of Xingye Silver Tin is 63 billion RMB [2]

每经头条（nbdtoutiao）——秒光、售罄！银行大额存单成稀缺资源，2%以上产品很难抢，有的门槛高 达1000万元！专家：存款利率或长期下行 截至发稿，兴业银锡市值为630亿元。 每经AI快讯，兴业银锡（SZ 000426，收盘价：35.48元）12月5日晚间发布公告称，公司第十届第二十 五次董事会会议于2025年12月5日以通讯方式召开。会议审议了《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》等文件。 2025年1至6月份，兴业银锡的营业收入构成为：采矿行业占比99.28%，其他业务占比0.72%。 （记者 曾健辉） ...

公司拟为兴业黄金(香港)本次发行境外债券提供担保，担保方式包括但不限 于公司提供无条件的不可撤销的连带责任保证担保，担保本金不超过 3 亿美元 （等值）。 证券代码：000426 证券简称：兴业银锡 公告编号：2025-93 内蒙古兴业银锡矿业股份有限公司 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 本公司及董事会全体成员保证信息披露内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、担保情况概述 为进一步拓宽内蒙古兴业银锡矿业股份有限公司（以下简称"兴业银锡"或 "公司"）海外融资渠道，建立境外市场良好的信用基础，优化融资结构，促进 公司持续稳定发展，结合目前公司海外业务情况以及目前境外债券的市场情况， 公司子公司兴业黄金(香港)矿业有限公司（以下简称"兴业黄金（香港）"）拟 一次性或分笔发行中长期境外债券，发行规模不超过 3 亿美元（等值）金额。具 体情况详见公司于 2025 年 5 月 6 日在巨潮资讯网（www.cninfo.com.cn）披露的 《兴业银锡：关于拟发行境外债券的公告》（公告编号：2025-34）。 上述担保事项已经公司 2025 年 12 月 5 日召开 ...