证券之星消息，9月5日小金属板块较上一交易日上涨3.22%，东方钽业领涨。当日上证指数报收于 3812.51，上涨1.24%。深证成指报收于12590.56，上涨3.89%。小金属板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 从资金流向上来看，当日小金属板块主力资金净流出1.61亿元，游资资金净流出1.01亿元，散户资金净流 入2.62亿元。小金属板块个股资金流向见下表： | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600392 | 盛和资源 | 1.16 Z | 3.95% | -1.44 Z | -4.91% | 2820.30万 | 0.96% | | 600549 | 厦门钨业 | 8879.40万 | 4.41% | -1034.83万 | -0.51% | -7844.57万 | -3.90% | | ...

| 沪锡日评20250904：国内精炼锡产能开工率环比下降，国内外精炼锡总库存量较上周增加 | | | | | | --- | --- | --- | --- | --- | | 变量名称 2025-09-02 2025-09-03 2025-08-28 较昨日变动 近期走势 | | | | | | 收盘价 273120 | 273980 | 272680 | -860.00 | | | 成交量(手) 71671 沪锡期货活跃合约 | 70585 | 69202 | 1.086.00 | | | 持仓量(手) 666633 | 34947 | 35483 | -948.00 | | | 库存(吨) 7407 | 7263 | 7120 | 144.00 | | | 沪锡基差 SMM 1#锡半均价 273100 | 273500 | 271800 | -400.00 | | | (现货与期货) 沪锡基差 -20 | -480 | -880 | 460. 00 | | | 沪锡近月-沪锡连一 -420 | -320 | -470 | -100.00 | | | 价差(近月与远月) 沪锡连一-沪锡连二 -310 | ...

债券代码：148747 债券简称：24锡KY02 证券代码：000960 证券简称：锡业股份 公告编号：2025-053 债券代码：148721 债券简称：24锡KY01 云南锡业股份有限公司关于回购公司股份的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假记载、误导性陈述或者重大 遗漏。 登录新浪财经APP 搜索【信披】查看更多考评等级 1.自可能对本公司证券及其衍生品种交易价格产生重大影响的重大事项发生之日或者在决策过程中，至 依法披露之日内； 2.中国证监会和深圳证券交易所规定的其他情形。 （二）公司以集中竞价交易方式回购股份符合下列要求： 1.委托价格不得为公司股票当日交易涨幅限制的价格； 云南锡业股份有限公司（以下简称"锡业股份"或"公司"）于2025年6月30日召开2025年第二次临时股东 大会，审议通过了《关于回购公司股份的方案》，同意公司使用自有资金以集中竞价交易方式回购公司 部分人民币普通股（A股）股票，用于注销并减少注册资本。本次回购价格不超过21.19元/股（含）， 本次回购资金总额不低于人民币1亿元（含）且不超过人民币2亿元（含），具体回购股份数量以回购期 ...

Market Overview - The non-ferrous metal sector has seen a strong rebound, with the Shenwan Non-Ferrous Metal Index rising by 8.59% over the past two weeks, ranking fifth among 31 primary industries [7] - The market has shown significant structural differentiation, with small metals, precious metals, and new materials performing particularly well, while rare earths, copper, and aluminum have attracted substantial capital [1][2] Precious Metals - Gold and silver prices have strengthened, with COMEX gold closing at $3,516 per ounce, reflecting a year-to-date increase of 31.63%, while silver has risen by 35.88% [1][17] - The demand for gold from global central banks continues to rise, enhancing its financial attributes, leading to increased investment in companies like Shandong Gold, Zhongjin Gold, and Hunan Gold [1][17] Industrial Metals - Copper prices have shown a strong upward trend, with LME copper settling at $9,805 per ton, up 12.89% year-to-date, driven by expectations of increased infrastructure investment and demand from the renewable energy sector [2][23] - Aluminum prices are constrained by production capacity limits, with domestic electrolytic aluminum capacity reaching 44 million tons, while demand from the new energy sector remains robust [2][27] Rare Earths - The rare earth sector has experienced a strong performance, with the rare earth price index rising by 6.39% over the past two weeks and 37.44% year-to-date [2][41] - Recent policy changes have tightened supply controls, benefiting companies like China Rare Earth, Northern Rare Earth, and Shenghe Resources [2][41][55] Small Metals - The small metals sector has seen significant price increases, with black tungsten concentrate prices rising by 24.26% over the past two weeks and 75.52% year-to-date [3][30] - Tin prices have also increased due to raw material shortages and recovering semiconductor demand, benefiting companies like Tin Industry Co., Huaxi Nonferrous Metals, and Xingye Silver Tin [3][31] Energy Metals - The energy metals sector has shown mixed performance, with electrolytic cobalt prices rising by 1.33% over the past two weeks and 86.71% year-to-date, while lithium carbonate prices have decreased by 3.69% in the short term but remain positive year-to-date [3][47][49] - Companies like Zijin Mining, Ganfeng Lithium, and Huayou Cobalt are positioned well across multiple supply chains, benefiting from low inventory and downstream replenishment demand [3][47] Fund Flow and Market Sentiment - The non-ferrous metal ETF has seen record trading volumes, with significant inflows into rare earth and copper sectors, indicating strong market sentiment and recognition of the sector's growth potential [3][56] - The market is shifting towards low-valuation, high-growth segments, with leading companies benefiting from favorable conditions [3][56]

锡业股份 20250903 摘要 公司预计全年自产锡锭 2.3-2.4 万吨，同时受资源匹配度下降及税费调 整影响，开采成本上升，公司通过提升综合回收技术优化冶炼成本，去 年已见成效。 半年报显示锡锭单吨营业成本约 16.6 万元，折价系数降低至 81%，主 要因新材料顺流交易抵减收入所致，市场交易价格仍以上期所为准。 加工费上涨对外购矿冶炼有利，但通常伴随锡价下跌。公司侧重自产矿 利润，并通过综合回收副金属提升冶炼利润。 公司"十五五"规划包括卡房铜矿项目投入及尾矿资源回收，尾矿资源 回收利用预计到"十五五"末每年可达 3,000 至 4,000 吨。 卡房铜矿正进行地表勘探，若结果理想，产能有望在 150 万吨/年基础 上进一步扩展。2025 年厂房拿到第一期 5,000 万采石配额，年化后约 为 1,300 吨，与规划相符。 公司其他业务营收构成包括铟、金银、钨等产品，2024 年营收超 30 亿， 毛利近 10 亿。原料采购单独计价，考虑折现系数，价格上涨时单位毛 利亦上升。 公司认为锡需求有支撑，供应端缅甸复产虽有预期但恢复难度大。公司 将继续以不低于 30%的比例进行分红，并视经营业绩情况增加比例 ...

证券日报网讯9月3日晚间，锡业股份（000960）发布公告称，截至2025年8月31日，公司累计通过股份 回购专用证券账户以集中竞价交易方式回购公司股份数量170，000股，占公司目前总股本的0.0103%。 ...

格隆汇9月3日丨锡业股份(000960.SZ)公布，截至2025年8月31日，公司累计通过股份回购专用证券账户 以集中竞价交易方式回购公司股份数量170,000股，占公司目前总股本的0.0103%，最高成交价为17.85 元/股，最低成交价为17.74元/股，成交金额为3,024,800.00元（不含交易费用）。 ...

格隆汇9月3日丨锡业股份(000960.SZ)公布，截至2025年8月31日，公司累计通过股份回购专用证券账户 以集中竞价交易方式回购公司股份数量170,000股，占公司目前总股本的0.0103%，最高成交价为17.85 元/股，最低成交价为17.74元/股，成交金额为3,024,800.00元（不含交易费用）。 ...

| 证券代码：000960 | 证券简称：锡业股份 | | | 公告编号：2025-053 | | --- | --- | --- | --- | --- | | 债券代码：148721 | 债券简称：24 | 锡 | KY01 | | | 债券代码：148747 | 债券简称：24 | 锡 | KY02 | | 云南锡业股份有限公司 关于回购公司股份的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或者重大遗漏。 云南锡业股份有限公司（以下简称"锡业股份"或"公司"）于 2025 年 6 月 30 日召开 2025 年第二次临时股东大会，审议通过了《关于回购公司股份的方 案》，同意公司使用自有资金以集中竞价交易方式回购公司部分人民币普通股（A 股）股票，用于注销并减少注册资本。本次回购价格不超过 21.19 元/股（含）， 本次回购资金总额不低于人民币 1 亿元（含）且不超过人民币 2 亿元（含），具 体回购股份数量以回购期满时实际回购的股份数量为准，回购期限自公司股东大 会审议通过本次回购股份方案之日起 12 个月内。具体内容详见公司于 2025 年 7 月 ...

Core Viewpoint - The non-ferrous metal sector is experiencing a surge, driven by expectations of a Federal Reserve interest rate cut and improving demand, particularly in the rare earth and industrial metals markets [3][4]. Group 1: ETF Performance - The non-ferrous metal leader ETF (159876) saw a price increase of over 1.8% as of September 3, with a trading volume exceeding 12 million yuan within the first 15 minutes of opening [1]. - The ETF attracted significant inflows of 75.6 million yuan over the past two days, reaching a new high of 207 million yuan in total assets as of September 2 [1]. - Key constituent stocks included silver, which hit the daily limit, while Western Gold and Zhongjin Gold rose by 5.81% and 4.79%, respectively [1]. Group 2: Market Trends - The industrial metals sector is benefiting from rising copper prices due to supply constraints, with a projected decrease of 52,500 tons in electrolytic copper production in September [3]. - The lithium market is facing oversupply, but high-cost production is being phased out, which may lead to price recovery [3]. - The overall sentiment in the non-ferrous metals market remains strong, supported by macroeconomic factors and supply disruptions [3]. Group 3: Strategic Insights - The non-ferrous metals sector is positioned for upward price movement due to low valuations and improving market conditions, with a potential "bull market" beginning [3][4]. - The strategic importance of metals like rare earths and lithium is highlighted in the context of global competition and domestic policy shifts aimed at optimizing production factors [4]. - The non-ferrous metal leader ETF provides diversified exposure to various metals, including copper (25.3%), aluminum (14.2%), and rare earths (13.8%), which helps mitigate investment risks [4].