10月24日，锡业股份盘中上涨2.03%，截至14:17，报23.11元/股，成交6.36亿元，换手率1.69%，总市值 380.34亿元。 资金流向方面，主力资金净流入3692.98万元，特大单买入4525.46万元，占比7.12%，卖出3853.48万 元，占比6.06%；大单买入1.83亿元，占比28.75%，卖出1.53亿元，占比24.00%。 锡业股份今年以来股价涨68.20%，近5个交易日涨4.29%，近20日涨13.06%，近60日涨22.28%。 今年以来锡业股份已经1次登上龙虎榜，最近一次登上龙虎榜为10月10日。 资料显示，云南锡业股份有限公司位于云南省昆明市官渡区民航路471号，成立日期1998年11月22日， 上市日期2000年2月21日，公司主营业务涉及锡、锌、铜、铟等金属矿的勘探、开采、选矿和冶炼及锡 的深加工。主营业务收入构成为：锡锭43.61%，供应链业务20.31%，铜产品18.04%，其中:供应链业务- 铜产品12.77%，其他产品7.90%，锌产品7.08%，其中:供应链业务-锡产品5.57%，锡材2.74%，其中:供 应链业务-其他产品1.96%，其他(补充)0.32% ...

数据来源：国家统计局，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 根据国家统计局数据显示：2025年8月中国精炼铜(电解铜)产量为130万吨，同比增长14.8%；2025年1-8 月中国精炼铜(电解铜)累计产量为989.1万吨，累计增长10.1%。 2020-2025年1-8月中国精炼铜(电解铜)产量统计图 上市企业：江西铜业（600362）,云南铜业（000878）,紫金矿业（601899）,铜陵有色（000630）,西部矿 业（601168）,白银有色（601212）,楚江新材（002171）,海亮股份（002203）,鑫科材料（600255）,锡 业股份（000960） 相关报告：智研咨询发布的《2025-2031年中国电解铜箔行业市场现状分析及投资前景评估报告》 ...

Group 1: Copper - LME copper price increased by 2.41% to $10,624.00 per ton, while Shanghai copper decreased by 1.77% to 84,400 yuan per ton [1][12] - Domestic copper inventory increased by 0.55 thousand tons to 17.75 thousand tons due to weak downstream consumption and replenishment of imported sources [1][12] - The operating rate of domestic major refined copper rod enterprises rose to 62.5%, up 19.06% week-on-week, but down 16.39% year-on-year, indicating a recovery post-holiday but still below pre-holiday levels [1][12] Group 2: Aluminum - LME aluminum price rose by 1.82% to $2,796.00 per ton, while Shanghai aluminum decreased by 0.33% to 20,900 yuan per ton [2][13] - Domestic electrolytic aluminum ingot inventory decreased by 2.3 thousand tons, indicating a slight recovery in demand [2][13] - The operating rate of domestic aluminum processing enterprises remained stable at 62.5%, with a year-on-year decline of 1.4% [2][13] Group 3: Gold - COMEX gold price increased by 7.65% to $4,344.30 per ounce, influenced by U.S. government shutdown and geopolitical risks [3][14] - SPDR gold holdings increased by 17.46 tons to 1,034.62 tons, reflecting increased demand amid market uncertainties [3][14] - The U.S. government shutdown has led to delays in key economic data releases, impacting the economy and the dollar's position [3][14] Group 4: Rare Earths - The price of praseodymium and neodymium oxide decreased by 9.01% to 507,100 yuan per ton, with expectations of price recovery due to overseas replenishment [4][32] - The strategic importance of rare earths has increased due to regulatory changes, with a positive outlook for major companies in the sector [4][32] - The implementation of new regulations is expected to gradually show positive effects on supply and pricing [4][32] Group 5: Antimony - Antimony price decreased by 4.08%, but demand is expected to recover due to the stabilization of photovoltaic glass production [4][33] - The implementation of stricter standards for flame-retardant cables may provide a demand boost for antimony [4][33] - Global antimony prices are expected to trend upward due to resource scarcity and reduced supply from major mines [4][33] Group 6: Lithium - The average price of lithium carbonate decreased by 0.63% to 73,100 yuan per ton, while lithium hydroxide decreased by 0.43% to 78,200 yuan per ton [5][60] - Total lithium carbonate production increased to 21,100 tons, reflecting a slight recovery in supply [5][60] - Strong demand from the energy storage sector is expected to support lithium prices despite recent supply increases [5][60] Group 7: Cobalt - Cobalt price increased by 9% to 381,000 yuan per ton, driven by tight supply conditions [5][61] - The market is characterized by a "price without market" phenomenon, with strong upward pressure on prices due to raw material shortages [5][61] - Future price increases are anticipated as supply constraints from Congo continue to affect the market [5][61] Group 8: Nickel - LME nickel price increased by 0.1% to $15,200 per ton, while Shanghai nickel price decreased by 0.6% to 121,200 yuan per ton [5][62] - Concerns over the stability of nickel ore supply due to regulatory changes in Indonesia are providing short-term support for prices [5][62] - The market is expected to remain volatile due to the interplay between supply disruptions and weak fundamentals [5][62]

证券日报网讯锡业股份（000960）10月16日在互动平台回答投资者提问时表示，截至2025年10月10日收 市，公司登记在册的股东人数为84331户。 ...

Core Viewpoint - Yunnan Tin Company has shown significant stock performance with a year-to-date increase of 74.89%, despite a recent decline of 4.38% over the last five trading days [2] Group 1: Stock Performance - As of October 16, Yunnan Tin's stock price rose by 2.04% to 24.03 CNY per share, with a trading volume of 3.55 billion CNY and a market capitalization of 39.549 billion CNY [1] - The stock has experienced a 74.89% increase year-to-date, a 4.38% decline in the last five trading days, an 11.92% increase over the last 20 days, and a 47.88% increase over the last 60 days [2] Group 2: Financial Performance - For the first half of 2025, Yunnan Tin reported a revenue of 21.093 billion CNY, reflecting a year-on-year growth of 12.35%, and a net profit attributable to shareholders of 1.062 billion CNY, which is a 32.76% increase year-on-year [3] Group 3: Shareholder Information - As of October 10, the number of shareholders increased to 84,300, a rise of 10.02%, while the average number of tradable shares per person decreased by 9.11% to 19,515 shares [3] - The company has distributed a total of 2.15 billion CNY in dividends since its A-share listing, with 1.103 billion CNY distributed over the last three years [4] Group 4: Business Overview - Yunnan Tin, established on November 22, 1998, and listed on February 21, 2000, is primarily engaged in the exploration, mining, and processing of metals such as tin, zinc, copper, and indium [2] - The company's revenue composition includes tin ingots (43.61%), supply chain business (20.31%), and copper products (18.04%) [2]

10月15日，锡业股份盘中下跌2.07%，截至10:34，报23.17元/股，成交4.62亿元，换手率1.19%，总市值 381.33亿元。 资金流向方面，主力资金净流出5861.33万元，特大单买入1318.95万元，占比2.86%，卖出2696.11万 元，占比5.84%；大单买入9262.68万元，占比20.05%，卖出1.37亿元，占比29.76%。 锡业股份今年以来股价涨68.63%，近5个交易日涨0.13%，近20日涨8.07%，近60日涨42.58%。 今年以来锡业股份已经1次登上龙虎榜，最近一次登上龙虎榜为10月10日。 锡业股份所属申万行业为：有色金属-小金属-其他小金属。所属概念板块包括：有色锌、有色铜、稀缺 资源、小金属、锌电池等。 截至10月10日，锡业股份股东户数8.43万，较上期增加10.02%；人均流通股19515股，较上期减少 9.11%。2025年1月-6月，锡业股份实现营业收入210.93亿元，同比增长12.35%；归母净利润10.62亿元， 同比增长32.76%。 分红方面，锡业股份A股上市后累计派现21.50亿元。近三年，累计派现11.03亿元。 机构持仓方面，截止20 ...

New Stock Issuance - He Yuan Bio (787765) issued shares at a price of 29.06 on October 14, 2025[1] - The offer period for the acquisition of Shangwei New Materials (688585) is from September 29, 2025, to October 28, 2025[1] Market Alerts - Significant abnormal fluctuations reported for Nanjing New Pharmaceutical (688189) on October 10, 2025[1] - Multiple companies including Hefei Urban Construction (002208) and ST Jianyi (002789) have recent announcements regarding their stock performance[1] Trading Notifications - A total of 30 companies have trading notifications on October 14, 2025, indicating various market activities[1] - Companies such as ST Er Ya (600107) and Guangdong Mingzhu (600382) are among those with recent trading alerts[1]

Market Overview - The small metals sector experienced a decline of 2.62% on October 14, with Zhongkuang Resources leading the drop [1] - The Shanghai Composite Index closed at 3865.23, down 0.62%, while the Shenzhen Component Index closed at 12895.11, down 2.54% [1] Individual Stock Performance - Notable gainers included: - Dongfang Silver Industry (Code: 000962) with a closing price of 28.22, up 2.17% on a trading volume of 442,200 shares and a transaction value of 1.261 billion [1] - China Rare Earth (Code: 000831) closed at 61.39, up 2.08% with a trading volume of 1,295,600 shares and a transaction value of 8.127 billion [1] - Significant decliners included: - Zhongkuang Resources (Code: 002738) closed at 49.81, down 7.28% with a trading volume of 401,200 shares and a transaction value of 2.064 billion [2] - Yunnan Cuo Industry (Code: 002428) closed at 28.80, down 5.97% with a trading volume of 734,600 shares and a transaction value of 2.173 billion [2] Capital Flow Analysis - The small metals sector saw a net outflow of 3.693 billion from institutional investors, while retail investors contributed a net inflow of 2.666 billion [2] - The table of capital flow indicates that: - Huaxi Nonferrous (Code: 600301) had a net inflow of 5.9074 million from institutional investors [3] - Zhongkuang Resources (Code: 002738) experienced a net outflow of 6.0851 million from institutional investors [3]

Group 1 - Yunnan Tin Company Limited experienced a 5.06% decline in stock price, reaching 23.63 CNY per share, with a trading volume of 1.724 billion CNY and a turnover rate of 4.18%, resulting in a total market capitalization of 38.890 billion CNY [1] - The company, established on November 22, 1998, and listed on February 21, 2000, specializes in the exploration, mining, beneficiation, and smelting of metals such as tin, zinc, copper, and indium [1] - The revenue composition of the company includes tin ingots (43.61%), supply chain business (20.31%), and copper products (18.04%), with detailed breakdowns of supply chain business and other products [1] Group 2 - According to data, Huaxia Fund holds a significant position in Yunnan Tin Company, with Huaxia Quantitative Optimal Stock A (014187) owning 595,200 shares, accounting for 1.01% of the fund's net value, making it the fourth-largest holding [2] - The fund has reported a floating loss of approximately 750,000 CNY today, with a total fund size of 708 million CNY and a year-to-date return of 27.43%, ranking 1988 out of 4220 in its category [2] - The fund manager, Yuan Yingjie, has a tenure of 10 years and 261 days, with the fund's total asset size at 5.984 billion CNY, achieving a best return of 40.35% and a worst return of -93% during his management [3]

New Stock Issuance - Marco Polo (Stock Code: 001386) issued at a price of 13.75 on October 13, 2025[1] - New material company (Stock Code: 688585) has a tender offer period from September 29 to October 28, 2025[1] - Zitian (Stock Code: 300280) entered the delisting arrangement period with the last trading day on October 13, 2025[1] Market Alerts - Significant abnormal fluctuations reported for Pinming Technology (Stock Code: 688109) on October 10, 2025[1] - Multiple companies including Kesheng Technology (Stock Code: 688788) and Borui Pharmaceutical (Stock Code: 688166) have recent announcements regarding their stock activities[1] - A total of 30 companies have been flagged for abnormal trading activities, indicating potential market volatility[2]