北方铜业涨停，电工合金涨超10%，云南铜业、铜陵有色、西部矿业、江西铜业等纷纷走高。 (本文来自第一财经) ...

盘面上看，有色金属、钢铁等周期股走强，豫光金铅、北方铜业等多股涨停。电池、白酒、游戏等板块 跌幅居前。 上证报中国证券网讯 截至9月12日午间收盘，沪指涨0.24%，深成指涨0.15%，创业板指跌0.52%。沪深 两市半日成交额1.63万亿元。 来源：上海证券报·中国证券网 ...

A股市场今天（9月12日）上午整体涨跌互现，主要指数表现有一定分化，其中科创50指数表现相对较强，中证A500指数盘中创出新高。 A股有色金属板块大涨。白银价格上行，沪银期货突破10000元/千克大关。 港股市场今天上午继续上行，恒生指数盘中再创年内新高。巨星传奇盘中直线拉升，盘中一度涨超20%。 中证A500指数盘中创新高 A股市场今天上午整体涨跌互现，主要指数表现有一定分化。 上证指数震荡反复，盘中一度创出最近10年新高；科创50指数表现较强，盘中涨幅一度超过2%；创业板指数走低，盘中跌幅一度超过1%。 值得注意的是，中证A500指数今天上午盘中继续上行，截至发稿，盘中最高一度触及5477.87点，创出该指数发布以来的新高，但其后又一度翻绿。中证 A500指数被一些市场人士视为中国版的"标普500"，定位于反映各行业最具代表性上市公司证券的整体表现，其成份股覆盖面高于传统主流宽基指数。 对于订立合作协议的理由及裨益，公告称，此次合作将充分发挥双方在技术研发和市场拓展方面的互补优势，重点围绕无人机人工智能检测服务和智能基 础设施解决方案展开合作。通过整合诺科达智驾在智能机器人设备研发与商业化落地方面的丰富经 ...

华光环能连续2日跌停，ST柯利达（维权）、*ST中基等跌停。 MACD金叉信号形成，这些股涨势不错！ 连板股方面，*ST威尔14天11板，首开股份（维权）8天7板，青山纸业9天6板，*ST亚太（维权）5连 板，淳中科技、苏宁环球4连板，振德医疗4天3板，新炬网络、东珠生态3连板，百利科技（维权）4天2 板，方正科技、科华数据等2连板，芯原股份、卧龙电驱等涨停。 9月12日午间，A股半日下来共有56只涨停股、4只跌停股。有色金属概念活跃，湖南白银、北方铜业涨 停。 ...

Market Overview - On September 12, A-shares showed a mixed trend with the Shanghai Composite Index opening up 0.01%, the Shenzhen Component Index down 0.30%, and the ChiNext Index down 0.97% [1] - The Shanghai Composite Index fluctuated upwards, breaking through the previous high of 3888.60 points set on August 26, reaching its highest level since August 19, 2015 [1] Index Performance - As of 10 AM, the Shanghai Composite Index rose by 0.22% to 3883.94, the Shenzhen Component Index increased by 0.27% to 13014.53, while the ChiNext Index slightly decreased by 0.02% to 3053.09 [2] - The total trading volume reached 818 billion, with a predicted total of 2.54 trillion, an increase of 761 billion [2] Sector Performance - The non-ferrous metals and storage chip sectors performed strongly, with Northern Copper and Yunnan Copper both seeing significant gains [2][4] - The basic metals market saw an overall increase, with aluminum futures rising by 2.06% to $2679 per ton and copper futures up by 0.44% to $10057 per ton, marking a six-month high [3] Notable Stocks - In the non-ferrous metals sector, Northern Copper surged by 10.01%, Yunnan Copper rose by 6.38%, and several other companies also saw significant increases [4][5] - The storage chip sector showed strong performance with stocks like Dongxin Co. rising by 12.70% and Demingli up by 10% following a partnership announcement between Kioxia and NVIDIA [5][6] AI Cloud Market Insights - The AI cloud market in China is projected to reach 22.3 billion by the first half of 2025, with Alibaba Cloud holding a 35.8% market share, significantly higher than its competitors [7][8] - Alibaba's stock rose by 8% in the US market, reaching a nearly four-year high [7] CPO Sector Trends - The CPO sector experienced a decline, with stocks like New Yisheng and Tianfu Communication dropping over 5% [9][10] - Solid-state battery stocks also faced adjustments, with Xian Dao Intelligent falling over 5% [13]

Group 1 - The non-ferrous metal sector is leading the market, with the non-ferrous metal ETF (159876) rising over 3.1% during trading, reaching a peak and achieving a transaction volume exceeding 310 million yuan [1] - Key stocks such as Yunnan Copper, Northern Copper, and others have hit the daily limit, while Jiangxi Copper and Yun Aluminum have increased by over 7% [1] Group 2 - In the first half of 2025, China's economy is expected to recover beyond expectations, with GDP growth reaching 5.3%, benefiting the non-ferrous metal industry [3] - The non-ferrous metal sector has experienced a strong bullish trend this year, driven by multiple favorable factors, including expectations of interest rate cuts by the Federal Reserve [3][4] - The "anti-involution" policy and large-scale infrastructure projects are creating significant demand for non-ferrous metals [3][4] Group 3 - The supply-demand dynamics are improving, with stricter regulations on rare earth mining and smelting, leading to a perception of increasing scarcity [4] - Rapid development in green industries such as new energy and electric vehicles is driving strong demand for metals like copper, aluminum, lithium, and rare earths [4] - Predictions indicate that the demand for key metals in new energy will increase sixfold by 2040 compared to 2020, with electric vehicle metal demand expected to grow at least 30 times [4] Group 4 - The current economic policies are expected to stimulate a new round of supply-side reforms, similar to the impact seen in 2015, which could lead to a recovery in the non-ferrous metal sector [4][6] - The non-ferrous metal sector is positioned to benefit from both monetary easing due to Federal Reserve rate cuts and domestic policies aimed at optimizing production factors [6] Group 5 - The non-ferrous metal sector is characterized by strategic metals like rare earths benefiting from global competition, while lithium and cobalt are influenced by the "anti-involution" logic [7] - The supply-demand balance for industrial metals like copper and aluminum is tight due to limited supply growth and emerging industry demand [7] - The non-ferrous metal ETF and its linked funds provide a diversified investment option, reducing risks associated with investing in single metal industries [7]

据中国基金报，随着美国经济增长放缓的证据增多，CME"美联储观察"（FedWatch）工具显示，市场 几乎笃定美联储将在9月17日会议结束时降息25个基点，同时50个基点降息的概率也有所上升。 新湖期货表示，隔夜公布的符合预期的美国8月CPI数据虽仍高于2%的目标，但通胀并未失控；其次， 周度初请失业金人数意外飙升至近四年高位，提供了劳动力市场正在迅速降温的更强证据；两份报告共 同强化了美联储下周开启降息的预期；铜价延续强势。中期来看，铜供需相对健康，铜矿供应持续紧 缺，矿端干扰事件频发；海外炼厂已开启减产，国内炼厂也有望从9月份开启减产；铜需求端在电网投 资高增长背景下韧性较强。基本面支撑叠加降息预期提振，预防式降息有助于后续美国经济和制造业改 善，铜价易涨难跌。 （本文机构观点来自持牌证券机构，不构成任何投资建议，亦不代表平台观点，请投资人独立判断和决 策。） 9月12日，受美联储降息预期持续升温影响，隔夜铜价走强，有色黄金板块相对强势，截至9:55有色金 属ETF基金（516650）涨1.15%，持仓股北方铜业涨停，中孚实业、云铝股份、云南铜业等股纷纷走 强，黄金股ETF（159562）涨0.83%，黄 ...

（文章来源：每日经济新闻） 每经AI快讯，9月12日，有色金属板块持续拉升，湖南白银冲击涨停，盛达资源涨超7%，北方铜业此前 涨停，兴业银锡涨超5%创新高，飞南资源、华钰矿业跟涨。 ...

Company Performance - Northern Copper's stock price reached a historical high, increasing by 10.01% to 13.63 yuan, with a trading volume of 51.11 million shares and a transaction amount of 683 million yuan [2] - The company reported a total revenue of 12.81 billion yuan for the first half of the year, representing a year-on-year growth of 2.81%, and a net profit of 487 million yuan, up 5.85% year-on-year [2] - The basic earnings per share were 0.2560 yuan, and the weighted average return on equity was 7.55% [2] Industry Overview - The non-ferrous metals industry, to which Northern Copper belongs, saw an overall increase of 1.11%, with 87 stocks rising, including Northern Copper, which had a notable increase of 10.01% [2] - Among the top gainers in the industry were Electric Alloy and Northern Copper, with respective increases of 15.05% and 10.01% [2] - Conversely, 51 stocks in the industry experienced declines, with Western Gold, Baowu Magnesium, and Xiaocheng Technology showing the largest drops of 6.19%, 3.86%, and 3.43% respectively [2] Financing Data - As of September 11, the margin trading balance for Northern Copper was 642 million yuan, with a financing balance of 640 million yuan, reflecting an increase of 40.18 million yuan over the past 10 days, a growth of 6.70% [2]

Market Overview - The A-share market opened with mixed performance among the three major indices, with the Shanghai Composite Index up by 0.01%, the Shenzhen Component down by 0.3%, and the ChiNext Index down by 0.97% [1] Sector Performance - The industrial metals sector showed strength, with Northern Copper Co. hitting the daily limit up and Electric Alloy (300697) rising over 8% [1] - CPO concept stocks exhibited mixed results, with Qingshan Paper (600103) and Jingwang Electronics (603228) increasing over 7%, while Tianfu Communication, New Yisheng (300502), and Zhongji Xuchuang (300308) fell over 6% [1] - International oil prices saw a significant decline, leading to a lower opening for oil and gas stocks, with Tongyuan Petroleum (300164) and Zhongman Petroleum (603619) both dropping approximately 2% [1]