铜陵有色股价创出历史新高，截至10:09，该股上涨2.78%，股价报6.29元，成交量1.80亿股，成交金额 11.16亿元，换手率1.61%，该股最新A股总市值达843.46亿元，该股A股流通市值700.90亿元。 证券时报·数据宝统计显示，铜陵有色所属的有色金属行业，目前整体涨幅为2.84%，行业内，目前股价 上涨的有120只，涨幅居前的有四川黄金、湖南白银、华锡有色等，涨幅分别为10.00%、8.27%、 7.43%。股价下跌的有20只，跌幅居前的有安泰科技、天力复合、西部材料等，跌幅分别为8.99%、 8.79%、5.81%。 （文章来源：证券时报网） 两融数据显示，该股最新（1月14日）两融余额为24.05亿元，其中，融资余额为23.96亿元，近10日增加 1.75亿元，环比增长7.87%。 公司发布的三季报数据显示，前三季度公司共实现营业收入1218.93亿元，同比增长14.66%，实现净利 润17.71亿元，同比下降35.14%，基本每股收益为0.1400元，加权平均净资产收益率5.18%。（数据宝） ...

证券之星消息，1月14日工业金属板块较上一交易日上涨1.18%，兴业银锡领涨。当日上证指数报收于 4126.09，下跌0.31%。深证成指报收于14248.6，上涨0.56%。工业金属板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600531 | 豫光金铅 | 2.97 | 14.47% | 113.84万 | 0.06% | -2.98 Z | -14.52% | | 000878 | 云南铜业 | 1.87亿 | 5.26% | -639.40万 | -0.18% | -1.80 Z | -5.08% | | 000737 | 北方铜业 | 1.45 Z | 5.89% | -4862.97万 | -1.97% | -9676.75万 | -3.92% | | 000060 | 中金岭南 | 1.16亿 | 7.05% | 2029.67万 | 1.24% | -1.36 Z | -8. ...

资料显示，铜陵有色金属集团股份有限公司位于安徽省铜陵市长江西路有色大院西楼，成立日期1996年 11月12日，上市日期1996年11月20日，公司主营业务涉及铜矿开采、冶炼及铜加工业务。主营业务收入 构成为：铜产品83.78%，黄金等副产品13.58%，化工及其他产品2.18%，其他(补充)0.46%。 1月14日，铜陵有色涨2.34%，截至发稿，报6.12元/股，成交35.05亿元，换手率5.12%，总市值820.66亿 元。铜陵有色股价已经连续4天上涨，区间累计涨幅7.37%。 从基金十大重仓股角度 数据显示，华夏基金旗下1只基金重仓铜陵有色。华夏中证沪深港黄金产业股票ETF（159562）三季度 持有股数1558.16万股，占基金净值比例为3.47%，位居第九大重仓股。根据测算，今日浮盈赚取约 218.14万元。连续4天上涨期间浮盈赚取654.43万元。 华夏中证沪深港黄金产业股票ETF（159562）成立日期2024年1月11日，最新规模24.09亿。今年以来收 益11.19%，同类排名552/5520；近一年收益101.78%，同类排名102/4203；成立以来收益148.91%。 华夏中证沪深港黄 ...

2026年1月14日早盘，国内铜、铝期货价格齐涨。 工业有色ETF（560860）紧密跟踪中证工业有色金属主题指数，覆盖铜、铝、稀土等战略资源龙头。该 基金持续吸引资金青睐，前一交易日（1月13日）资金净流入2.5亿，过去5个交易日连续获得资金净流入 合计18.25亿元，近10日"吸金"近27亿。 资金大量涌入，基金规模迅猛增长，于1月6日突破百亿，到1月13日又迅速攀升至123.53亿元。 中证工业有色金属主题指数汇聚沪深市场中30支工业有色金属细分行业龙头标的，至1月9日，指数前三 大金属为铜（34.4%）、铝（21.8%）、稀土（13.6%），合计占比近70%，剔除了能源金属锂，黄金等 贵金属的权重占比低， "工业"属性纯粹。 指数前十大成分股汇聚了各工业金属细分领域的绝对龙头，权重集中。前十大权重股包括洛阳钼业、北 方稀土、中国铝业、云铝股份、江西铜业、兴业银锡、铜陵有色、西部矿业、厦门钨业、天山铝业，合 计占比达56.18%。 工业有色ETF(560860)是市场上唯一跟踪中证工业有色金属主题指数的ETF产品，为投资者提供了布局该 领域的一站式高效解决方案。场外投资者可通过联接（A类：018489； ...

Investment Rating - The report maintains a "Positive" investment rating for the non-ferrous and steel industry in China [5] Core Insights - The report emphasizes that investing in resource stocks is not only about bullish metal prices but also serves as a hedge against rising inflation. The recent surge in metal prices, including gold, silver, copper, and aluminum, is attributed to a significant drop in market expectations for a Federal Reserve rate cut, alongside rising inflation expectations [8][13] - The aluminum sector is expected to benefit from geopolitical events, with China's electrolytic aluminum industry poised to enjoy valuation premiums due to its supply chain security and competitive advantages. The report highlights the increasing domestic supply of bauxite and alumina, which enhances the industry's resource security [14] - The precious metals sector is viewed positively as the long-term debt cycle enters its late stage, with rising physical prices reflecting a loss of trust in fiat currency systems. The report anticipates that precious metal prices will continue to reach historical highs in 2026 [15] - The copper sector faces supply chain vulnerabilities, with recent labor disputes leading to production cuts. The report suggests that the basic fundamentals support the equity side of copper investments, which are expected to rise alongside copper prices [16] Summary by Sections Non-Ferrous Metals - The report indicates that the recent collective rise in metal prices is a response to inflationary pressures and a re-evaluation of physical asset values as the dollar debt cycle matures [8][13] - The aluminum sector is highlighted for its strong supply chain capabilities, with domestic production of bauxite and alumina expected to increase, providing a competitive edge [14] - The precious metals market is projected to see continued price increases, driven by a shift in investor sentiment towards physical assets as a safeguard against debt risks [15] Steel Industry - The steel industry is currently experiencing a weak fundamental outlook as it approaches the year-end off-season, with a slight increase in iron and steel production but a decrease in demand [17][22] - Inventory levels for both social and steel mill stocks have increased, indicating a potential oversupply situation [24] - Steel prices have shown a slight overall increase, with specific products like hot-rolled steel experiencing marginal price rises [36][37] New Energy Metals - The report notes a significant year-on-year increase in lithium carbonate production, with December 2025 figures showing a 69.09% rise [40] - The demand for new energy vehicles remains strong, with production and sales figures for November 2025 reflecting substantial growth [44] - Prices for lithium and cobalt have risen sharply, indicating a robust market for new energy metals [49][50]

【环球网财经综合报道】香港交易所最新披露的数据显示，北向陆股通资金2025年第四季度的持股情况正式揭晓。在近期A股市场交投氛围日趋活跃的背景 下，被誉为"聪明钱"的北向资金展现出极高的参与热情，不仅持仓结构发生明显变化，成交量也同步放大。全年累计成交额突破200万亿元大关，创出历史 新高，充分彰显了外资对中国资本市场长期投资价值的坚定信心。 观察上述名单不难发现，除工商银行、招商银行等金融权重股外，中国铝业、铜陵有色、白银有色、盛屯矿业等资源类周期股占据了相当大的比例。这表明 北向资金在四季度可能重点布局了受益于全球大宗商品价格波动以及国内经济复苏预期的上游资源板块。芯联集成、世纪华通等科技成长股的现身，也说明 外资在追求稳健收益的同时，并未放弃对高成长赛道机会的挖掘。从持股占比变化来看，近1600只股票的北向持股占比在四季度有所提升，其中逾160只股 票的相关占比提升超过1个百分点，意味着外资对部分优质资产的定价权正在增强。 市场交易层面，北向资金的活跃度近期出现了显著回升，成为市场情绪的重要风向标。数据显示，截至目前，北向陆股通已连续4个交易日成交额超过3000 亿元，持续维持高位运行。其中，2026年1 ...

Market Observation - The Shanghai Composite Index experienced narrow fluctuations on January 8, with the ChiNext Index dropping over 1% during the session. The total trading volume in the Shanghai and Shenzhen markets was 2.8 trillion yuan, a decrease of 53.8 billion yuan compared to the previous trading day, marking the fourth consecutive day of trading volume exceeding 2.5 trillion yuan. By the close, the Shanghai Composite Index fell by 0.07%, the Shenzhen Component Index by 0.51%, and the ChiNext Index by 0.82% [1]. Sector Performance - The commercial aerospace sector has seen a resurgence, highlighted by the recent groundbreaking of a large liquid rocket assembly and recovery reuse base by Arrow Yuan Technology in Qiantang. This marks the establishment of China's first offshore recovery reusable rocket production base and the launch of the first stainless steel rocket super factory [2]. Commodity Market Dynamics - Experts warn that investors are now living in a new era of geopolitical risk, which has increasingly influenced commodity pricing mechanisms. The ongoing conflicts, from Ukraine to Venezuela, have impacted the prices of oil, gold, copper, and other commodities. Oxford Economics noted that geopolitical risks are becoming a persistent pricing factor rather than a temporary shock, with markets now incorporating a fixed risk premium reflecting supply chain vulnerabilities and resource nationalism [3][4]. Investment Opportunities - For those considering commodity investments, it is suggested to look into non-ferrous metal ETFs, which include top holdings such as Northern Rare Earth, Luoyang Molybdenum, and China Aluminum, among others. The report indicates that the non-ferrous metal sector is expected to benefit from the ongoing geopolitical tensions and supply chain issues [4][5][6]. Commercial Aerospace Insights - The commercial aerospace sector is characterized by a focus on energy technology companies linked to the growth of satellite solar cells. Perovskite solar cells, particularly flexible and ultra-thin variants, are seen as a promising alternative to traditional materials due to their lightweight, low-cost, and high conversion efficiency, aligning with the needs of large-scale low-orbit satellite constellations [10][13]. Yunnan Zinc Industry's Position - Yunnan Zinc Industry is a significant player in the indium phosphide (InP) sector, with its subsidiary, Yunnan Xinyao Semiconductor Materials, focusing on expanding production capacity to meet the growing demand in the industry. The company has reported a substantial increase in orders and revenue, particularly in the context of AI and data center applications [33][35][38].

证券日报网讯 1月8日，铜陵有色在互动平台回答投资者提问时表示，公司开展套期保值业务目的是有 效规避商品、原材料的价格波动以及外汇风险，其对损益的影响需将期货端与现货端结合评估。从近年 来公司套期保值业务实际开展情况来看，公司的套期保值业务基本实现了公司稳健经营的目标，有效规 避和控制经营风险，增强公司抵御市场风险的能力。2025年度公司套期保值业务情况及对公司业绩的影 响请持续关注公司公告。 （文章来源：证券日报） ...

Core Insights - The copper smelting industry in China is experiencing a significant trade deficit, with imports far exceeding exports, leading to an increasing trend in trade deficit from 2019 to 2024 [1][2]. Trade Deficit - In 2024, the total import and export value of copper smelting-related products in China reached 811.86 billion yuan, with a trade deficit expanding by 114.51 billion yuan [1]. - For the first seven months of 2025, the trade deficit was recorded at 195.81 billion yuan, indicating a continued trend of high import reliance [2]. Import Volume and Value - The import volume of copper smelting-related products in China reached 33.02 million tons in 2024, marking a 2.34% increase from 2023, with an import value of 807.29 billion yuan, which is a 14.48% increase compared to 2020 [3]. - In the first seven months of 2025, the import volume was 20.00 million tons, with an import value of 507.56 billion yuan [3]. Import Price Trends - The average import price of copper smelting-related products has shown an upward trend from 2019 to July 2025, with significant increases noted during the 2020-2021 period due to supply chain disruptions caused by the COVID-19 pandemic [5]. Export Volume and Value - The export volume of copper smelting-related products in China was 456,400 tons in 2024, with an export value of 31.60 billion yuan, reaching a peak during the observed period [7]. - For the first seven months of 2025, the export volume was 421,600 tons, with an export value of 28.92 billion yuan [7]. Export Price Trends - The average export price of copper smelting-related products has generally increased from 2019 to July 2025, although some products exhibited significant price volatility due to smaller export volumes [10].

Group 1 - The core viewpoint of the article highlights that Tongling Nonferrous Metals actively utilizes capital tools to support high-quality development since its listing, while also focusing on returning value to investors through consistent cash dividends [2] Group 2 - The company emphasizes the importance of stable cash dividends as part of its commitment to investor returns [2] - Specific data regarding the company's financial performance and dividend distribution can be found in its official announcements on the legal information disclosure platform [2]