证券之星消息，8月6日工业金属板块较上一交易日上涨1.43%，铜陵有色领涨。当日上证指数报收于3633.99，上涨0.45%。深证成指报收于 11177.78，上涨0.64%。工业金属板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 000630 | 铜陵有色 | 4.03 | 10.11% | 815.55万 | 32.28亿 | | 601609 | 金田股份 | 8.47 | 3.93% | 114.20万 | · 9.46 乙 | | 603271 | 永杰新材 | 37.80 | 3.34% | 5.90万 | 2.23亿 | | 003038 | 整拍股份 | 18.62 | 3.16% | 10.15万 | 1.88亿 | | 002988 | 豪美新材 | 45.73 | 3.09% | 6.32万 | 2.85亿 | | 000933 | 神火股份 | 18.31 | 3.04% | 38.87万 | 7.07亿 | | 300328 | 宜安科技 | 11 ...

Group 1 - A-shares experienced significant activity on August 6, with 77 stocks hitting the daily limit up and 3 stocks hitting the limit down [1] - The China Shipbuilding sector was notably active, with China Shipbuilding and China Heavy Industry reaching the limit up [1] - The PEEK materials sector showed strength, with Zhongxin Fluorine Materials and Xinhan New Materials achieving consecutive limit up days, while Kaisheng New Materials and Huami New Materials also hit the limit up [1] - The Intelligent Robotics sector saw gains, with Haosen Intelligent reaching the limit up [1] Group 2 - Continuous limit up stocks included Zhongma Transmission with 5 limit up days in 6 trading sessions, Beijia Clean with 5 consecutive limit up days, and Honghe Technology with 4 limit up days in 8 sessions [1] - Other notable continuous limit up stocks included Changcheng Military Industry with 4 limit up days in 5 sessions, and several stocks like *ST Yushun and *ST Dongjing achieving 4 consecutive limit up days [1] - Stocks such as Guoji Precision Engineering and Furi Electronics also recorded 3 consecutive limit up days [1] Group 3 - Stocks that hit the limit down included *ST Yatai, Xining Special Steel, and Tibet Tianlu [2]

Group 1 - The market continues to strengthen in the afternoon, with over 3,200 stocks in the green, and the CSI A500 index rising by 0.4% [1] - Notable stocks such as Tongling Nonferrous Metals, China Shipbuilding Industry Corporation, and China Heavy Industry have reached the daily limit, while robotics stocks surged over 14% [1] - The A500 ETF managed by E Fund (159361) saw a trading volume exceeding 2 billion yuan, with net subscriptions surpassing 550 million units [1] Group 2 - In the first half of the year, investment in consumer goods manufacturing and equipment manufacturing, closely related to "two new" policies, has achieved rapid growth [1] - Since the implementation of the old-for-new policy, related product sales have exceeded 3 trillion yuan, benefiting over 430 million people [1] - The National Development and Reform Commission plans to allocate the fourth batch of 69 billion yuan in "national subsidies" in October, completing the annual target of 300 billion yuan [1] Group 3 - The release of consumer potential is expected to help expand domestic demand and promote economic development, with core assets likely to benefit [1] - The CSI A500 index consists of 500 stocks with large market capitalization and good liquidity, covering 91 out of 93 sub-industries, ensuring balanced industry distribution and inclusion of many leading companies in emerging industries [1] - The management fee rate for the A500 ETF by E Fund (159361) is only 0.15% per year, which helps investors to cost-effectively allocate to core assets [1]

Core Viewpoint - The recent implementation of a 50% tariff on semi-finished copper products by the U.S. has had a weaker-than-expected impact on China's copper prices, leading to significant gains in leading copper companies in China [1][3]. Group 1: Market Reactions - Leading copper companies such as Tongling Nonferrous Metals surged over 9%, Yunnan Copper rose more than 3%, and other companies like Jiangxi Copper and Northern Copper increased by over 2% [1]. - The ETF tracking leading non-ferrous metal companies, known as the Non-ferrous Metal Leader ETF (159876), saw its price peak at 0.77% during trading, reflecting a positive market sentiment towards the sector [1]. Group 2: Tariff Impact Analysis - The U.S. imposed a 50% tariff on various semi-finished copper products starting August 1, but raw materials like cathode copper and scrap copper are exempt from these tariffs [3]. - Analysts believe the tariff's impact on domestic copper prices is limited, as only 30,000 tons of the 578,000 tons of copper imported by the U.S. in 2024 will come from China, accounting for just 5.2% [3]. Group 3: Investment Outlook - Guotai Junan Securities is optimistic about investment opportunities in the non-ferrous metal sector, particularly for gold, which is expected to benefit from a weakening U.S. dollar and anticipated interest rate cuts [3]. - The copper market is expected to see a price increase due to constrained supply and resilient demand, with projections for gradual export openings and continuous demand growth [3]. Group 4: Sector Performance - As of July 31, the non-ferrous metal sector has seen a year-to-date increase of 24.91%, making it the top-performing sector among 31 major industries [4]. - The current price-to-book ratio of the non-ferrous metal index is at a historically low level of 2.36, indicating potential for valuation recovery [4]. Group 5: ETF Composition - The Non-ferrous Metal Leader ETF (159876) and its associated funds are diversified across various metals, with copper, aluminum, gold, rare earths, and lithium making up significant portions of the index [6].

Core Insights - The appreciation of the Renminbi has led to a 0.79% increase in the benefiting sectors compared to the previous trading day, with ST Chenming leading the gains [1] - The Shanghai Composite Index closed at 3617.6, up 0.96%, while the Shenzhen Component Index closed at 11106.96, up 0.59% [1] Sector Performance - The top-performing stock was ST Chenming, with a closing price of 2.15 and a gain of 4.88%, followed by Tongling Nonferrous Metals at 3.66 with a 3.68% increase [1] - Other notable gainers included Zhongshun Jiesheng (3.05%), Zuixing Paper (2.29%), and Caesar Travel (2.26%) [1] Trading Volume and Capital Flow - The benefiting sector saw a net inflow of 85.54 million yuan from institutional investors, while retail investors experienced a net outflow of 192 million yuan [2] - The trading volume for ST Chenming was 761,500 shares, with a transaction value of 161 million yuan [1] Individual Stock Capital Flow - Tongling Nonferrous Metals had a net inflow of 87.25 million yuan from institutional investors, while retail investors had a net outflow of 124 million yuan [3] - Other stocks like Caesar Travel and Sun Paper also showed significant net inflows from institutional investors, but faced outflows from retail investors [3]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600531 | 豫光金铅 | 8.72 | -1.47% | 38.73万 | 3.38亿 | | 605208 | 永成泰 | 12.95 | -0.92% | 9.53万 | · 1.24亿 | | 002988 | 蒙美新材 | 44.36 | -0.52% | 3.43万 ﺧ | 1.53亿 | | 600615 | 丰华股份 | 12.54 | -0.32% | 3.66万 | 4602.25万 | | 002114 | 罗平锌电 | 7.25 | -0.14% | 8.39万 | 6091.59万 | | 002824 | 和胜股份 | 17.42 | -0.11% | 11.78万 | 2.04亿 | | 000933 | 神火股份 | 17.77 | -0.11% | 27.09万 | 4.78亿 | | 600338 | 西藏朱峰 | 11.69 | -0.09% | 19.90万 | 2.33亿 | | 6681888 | 紫 ...

| 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 600988 | 赤峰黄金 | 7.44 | 8.70 | 30454.01 | | 600489 | 中金黄金 | 2.98 | 2.47 | 28352.73 | | 600547 | 山东黄金 | 6.78 | 2.25 | 16998.48 | | 603124 | 江南新材 | 10.00 | 21.39 | 16504.54 | | 000831 | 中国稀土 | 0.34 | 3.80 | 15543.96 | | 603993 | 洛阳钼业 | 3.12 | 1.08 | 14833.45 | | 300748 | 金力永磁 | 1.16 | 2.44 | 8169.59 | | 601600 | 中国铝业 | 0.68 | 0.74 | 7307.67 | | 600490 | 鹏欣资源 | 4.32 | 4.71 | 5960.65 | | 600259 | 广晟有色 | 1.95 | 3.14 | 5832.34 | | 000 ...

来源：金融界 金融界消息 截至2025年8月4日收盘，铜陵有色（000630）报收于3.53元，上涨0.57%，换手率1.56%， 成交量164.24万手，成交金额5.78亿元。 资金流向方面，今日主力资金净流入3521.52万元，占比成交额6.09%。其中，超大单净流入74.92万 元、占成交额0.13%，大单净流入3446.60万元、占成交额5.96%，中单净流出流入772.96万元、占成交 额1.34%，小单净流出4294.49万元、占成交额7.43%。 通过天眼查大数据分析，铜陵有色金属集团股份有限公司共对外投资了48家企业，参与招投标项目5000 次，知识产权方面有商标信息1条，专利信息964条，此外企业还拥有行政许可89个。 铜陵有色最新一期业绩显示，截至2025一季报，公司营业总收入352.22亿元、同比增长7.65%，归属净 利润11.29亿元，同比增长2.93%，扣非净利润11.41亿元，同比增长3.72%，流动比率1.730、速动比率 0.937、资产负债率49.48%。 天眼查商业履历信息显示，铜陵有色金属集团股份有限公司，成立于1996年，位于铜陵市，是一家以从 事有色金属冶炼和压延加 ...

Group 1 - The company has approved a share repurchase plan to enhance investor confidence and improve its market image, with a total repurchase amount between RMB 200 million and RMB 300 million, and a maximum repurchase price of RMB 4.60 per share [2][3] - The implementation period for the share repurchase is set to not exceed twelve months from the date of the shareholder meeting approval [3] - The maximum repurchase price will be adjusted to RMB 4.50 per share following the company's 2024 annual equity distribution [3] Group 2 - As of July 31, 2025, the company has repurchased 29,505,500 shares, accounting for 0.23% of the total share capital, with a total transaction amount of RMB 94.6082 million [4] - The highest transaction price during the repurchase was RMB 3.39 per share, while the lowest was RMB 2.87 per share [4] - The company has complied with all relevant regulations regarding the share repurchase process [5][6]

Group 1 - The company, Tongling Nonferrous Metals Group, announced a share buyback plan, intending to repurchase 29,505,500 shares, which represents 0.23% of its total share capital as of July 31, 2025 [2]