Workflow
YTL(000960)
icon
Search documents
有色金属行业周报:风险资产大跌,避险情绪将推升贵金属价格-20251013
Huaxin Securities· 2025-10-13 06:33
Investment Ratings - The report maintains a "Buy" investment rating for the gold industry, copper industry, aluminum industry, tin industry, and antimony industry [12]. Core Views - The report indicates that the decline in risk assets and the resulting increase in risk aversion will drive up precious metal prices, particularly gold and silver [4][5]. - The Federal Reserve's recent decision to lower interest rates is expected to support the upward trend in gold prices [5]. - Supply disruptions in copper mining are anticipated to strengthen copper prices as the peak demand season approaches [6][8]. - The aluminum market is expected to experience tight supply conditions, although demand recovery post-holiday is still uncertain [9]. - Tin prices are supported by tightening supply due to issues in refining and mining operations [10]. - Antimony prices are expected to remain weak in the short term due to weak demand, but long-term supply constraints may support prices [12]. Summary by Sections Precious Metals - Gold prices increased to $3974.50 per ounce, up by $88.80 from October 3, reflecting a 2.29% rise. Silver prices rose to $50.76 per ounce, up by $3.16, a 6.63% increase [4][32]. - The SPDR Gold ETF holdings increased by 70,000 ounces to 32.7 million ounces, while SLV Silver ETF holdings rose by 11.35 million ounces to 497 million ounces [32]. Copper - LME copper closed at $10,765 per ton, up by $200 from October 3, a 1.89% increase. SHFE copper closed at 85,900 yuan per ton, up by 2,550 yuan, a 3.06% increase [6]. - Supply disruptions from major mines are expected to support copper prices, with Freeport-McMoran and Teck Resources reducing their production forecasts significantly [8]. Aluminum - Domestic aluminum prices reached 21,020 yuan per ton, up by 290 yuan. LME aluminum inventory decreased to 508,825 tons [9]. - The report notes that while supply remains rigid, demand recovery is still weak, leading to potential inventory accumulation [9]. Tin - Domestic refined tin prices rose to 288,830 yuan per ton, an increase of 10,370 yuan, or 5.16% [10]. - Supply issues are exacerbated by slow recovery in mining operations, particularly in Myanmar and Indonesia [10]. Antimony - Antimony prices fell to 167,500 yuan per ton, down by 1,000 yuan, reflecting a 0.59% decrease. The report highlights weak demand and ongoing supply issues [11].
云南锡业股份有限公司关于股票交易异常波动的公告
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:000960 证券简称:锡业股份 公告编号:2025-057 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 关于股票交易异常波动的公告 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。 一、股票交易异常波动的情况介绍 云南锡业股份有限公司(以下简称"公司")股票(证券简称:锡业股份 证券代码:000960)连续三个 交易日内(2025年9月30日、10月9日、10月10日)日收盘价涨跌幅偏离值累计达到+20%,根据《深圳 证券交易所交易规则》的有关规定,属于股票交易异常波动的情形。 1、公司前期披露的信息不存在需要更正、补充之处。 2、公司未发现近期公共传媒报道了可能或已经对公司股票交易价格产生较 大影响的未公开重大信息。 3、公司目前生产经营情况正常,内外部经营环境未发生重大变化。近期,公司主产品锡金属价格有所 上涨,锡冶炼加工费持续低位运行。 4、公司、控股股东及其一致行动人目前不存在关于公司的应披露而未披露的重大事项,或 ...
锡业股份:主产品锡未来市场价格走势能否持续上涨存不确定性
Bei Ke Cai Jing· 2025-10-12 10:58
编辑 王进雨 新京报贝壳财经讯 10月12日,锡业股份发布股票交易异常波动的公告,公司目前生产经营情况正常, 内外部经营环境未发生重大变化。近期,公司主产品锡金属价格有所上涨,锡冶炼加工费持续低位运 行。公司主产品锡未来市场价格走势能否持续上涨存在不确定性。 ...
锡业股份:公司主产品锡未来市场价格走势能否持续上涨存在不确定性
Zhi Tong Cai Jing· 2025-10-12 09:06
智通财经APP讯,锡业股份(000960.SZ)发布股价异动公告称,公司目前生产经营情况正常,内外部经营 环境未发生重大变化。近期,公司主产品锡金属价格有所上涨,锡冶炼加工费持续低位运行。公司主产 品锡未来市场价格走势能否持续上涨存在不确定性,敬请投资者注意市场风险。 ...
锡业股份(000960.SZ):公司主产品锡未来市场价格走势能否持续上涨存在不确定性
智通财经网· 2025-10-12 09:06
智通财经APP讯,锡业股份(000960.SZ)发布股价异动公告称,公司目前生产经营情况正常,内外部经营 环境未发生重大变化。近期,公司主产品锡金属价格有所上涨,锡冶炼加工费持续低位运行。公司主产 品锡未来市场价格走势能否持续上涨存在不确定性,敬请投资者注意市场风险。 ...
锡业股份:近期锡金属价格有所上涨 锡冶炼加工费持续低位运行
Core Viewpoint - The company, Xiyu Co., Ltd. (stock code: 000960), reported that its production and operational conditions are normal, with no significant changes in the internal and external operating environment [1] Group 1: Operational Status - The company confirmed that its main product, tin metal, has seen a price increase recently [1] - Tin smelting and processing fees are currently running at a low level [1] Group 2: Disclosure and Major Events - The company, its controlling shareholders, and their concerted actions do not have any undisclosed major matters related to the company or any significant matters in the planning stage [1]
锡业股份:目前生产经营情况正常,内外部经营环境未发生重大变化
Xin Lang Cai Jing· 2025-10-12 08:09
锡业股份10月12日发布公告,公司股票连续三个交易日内日收盘价涨跌幅偏离值累计达到+20%,根据 《深圳证券交易所交易规则》的有关规定,属于股票交易异常波动的情形。经核实,公司目前生产经营 情况正常,内外部经营环境未发生重大变化。近期,公司主产品锡金属价格有所上涨,锡冶炼加工费持 续低位运行。公司、控股股东及其一致行动人目前不存在关于公司的应披露而未披露的重大事项,或处 于筹划阶段的重大事项。公司未发现近期公共传媒报道了可能或已经对公司股票交易价格产生较大影响 的未公开重大信息。公司控股股东及其一致行动人在股票异常波动期间不存在买卖公司股票的行为。 ...
锡业股份:主产品锡未来市场价格走势能否持续上涨存在不确定性
Ge Long Hui· 2025-10-12 08:01
Core Viewpoint - The company, Xiyegongsi (000960.SZ), announced that its stock trading has experienced unusual fluctuations, but its production and operational conditions remain normal, with no significant changes in the internal and external business environment [1] Group 1: Company Performance - The main product, tin metal, has seen a recent price increase [1] - Tin smelting and processing fees are currently operating at a low level [1] Group 2: Market Outlook - There is uncertainty regarding whether the future market price trend of the company's main product, tin, can continue to rise [1]
锡业股份:股票异常波动,多项核查情况正常
Ge Long Hui· 2025-10-12 07:55
格隆汇10月12日|云南锡业股份有限公司公告,其股票在2025年9月30日、10月9日、10月10日连续三个 交易日内日收盘价涨跌幅偏离值累计达+20%,属异常波动。公司开展自查并向控股股东等核实,前期 披露信息无需更正补充,未发现重大未公开信息,生产经营正常,主产品锡价上涨、加工费低位运行, 控股股东及其一致行动人无应披露未披露事项及异常波动期间买卖股票行为。同时提示锡价走势不确 定、27日将披露三季报等风险,提醒投资者理性投资。 ...
锡业股份(000960) - 云南锡业股份有限公司关于股票交易异常波动的公告
2025-10-12 07:45
云南锡业股份有限公司(以下简称"公司")股票(证券简称:锡业股份 证 券代码:000960)连续三个交易日内(2025 年 9 月 30 日、10 月 9 日、10 月 10 日)日收盘价涨跌幅偏离值累计达到+20%,根据《深圳证券交易所交易规则》 的有关规定,属于股票交易异常波动的情形。 二、公司关注并核实的相关情况说明 针对公司股票交易异常波动情形,在公司开展自查的同时,公司董事会通过 书面征询方式向控股股东云南锡业集团有限责任公司及云南锡业集团(控股)有 限责任公司、个旧锡都实业有限责任公司(以下简称"控股股东及其一致行动人") 就相关事项进行了核实,现就有关情况说明如下: | 证券代码:000960 | 证券简称:锡业股份 | | | 公告编号:2025-057 | | --- | --- | --- | --- | --- | | 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 关于股票交易异常波动的公告 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 ...