| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 001280 | 中国知业 | 74.40 | 6.13% | 42.17万 | | 31.25 Z | | 600549 | 厦门钨业 | 53.84 | 3.70% | 70.30万 | | 38.11亿 | | 600259 | 中稀有色 | 76.30 | 2.14% | - 16.96万 | | 13.10亿 | | 000657 | 中钨高新 | 37.50 | 2.10% | 94.19万 | | 35.72亿 | | 600111 | 北方稀土 | 51.00 | 1.13% | 150.75万 | | 77.59亿 | | 600456 | 宝钛股份 | 38.50 | 1.05% | 22.38万 | | 8.72亿 | | 002842 | 翔鹭钨业 | 19.30 | 0.84% | 74.06万 | | 14.34亿 | | 002167 | 东方错业 | 13.49 | 0.60% | 50.61万 | ...

登录新浪财经APP 搜索【信披】查看更多考评等级 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"公司"）于2025年12月30日在巨潮资讯网 （http://www.cninfo.com.cn）披露了《关于召开2026年第一次临时股东会的通知》（公告编号：2025- 068）。现将会议有关事项提示如下： 一、召开会议基本情况 1、股东会届次：2026年第一次临时股东会。 2、会议召集人：云南锡业股份有限公司董事会。经2025年12月29日召开的第九届董事会2025年第五次 临时会议审议通过，同意召开公司2026年第一次临时股东会（详见公司于2025年12月30日披露的公司董 事会决议公告）。 3、会议召开的合法、合规性：本次临时股东会会议召集、召开程序符合有关法律、行政法规、部门规 章、深圳证券交易所相关业务规则和《公司章程》等的有关规定。 4、会议召开的日期、时间 （1）现场会议召开日期、时间：2026年1月16日（星期五）15:00。 （2）网络投票日期、起止时间： 通过深圳证券交易所交易系统投票时间：2026年1月16 ...

（文章来源：证券日报） 证券日报网讯 1月15日，锡业股份发布公告称，公司将于2026年1月16日召开2026年第一次临时股东 会。 ...

| 证券代码：000960 | 证券简称：锡业股份 | | | 公告编号：2026-002 | | --- | --- | --- | --- | --- | | 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 关于召开 2026 年第一次临时股东会的提示性公告 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"公司"）于 2025 年 12 月 30 日在巨潮资 讯网（http://www.cninfo.com.cn）披露了《关于召开 2026 年第一次临时股东会的 通知》（公告编号：2025-068）。现将会议有关事项提示如下： 一、召开会议基本情况 1、股东会届次：2026 年第一次临时股东会。 2、会议召集人：云南锡业股份有限公司董事会。经 2025 年 12 月 29 日召开 的第九届董事会 2025 年第五次临时会议审议通过，同意召开公司 2026 年第一次 临时股东会（详见公司于 2025 ...

Core Viewpoint - Yunnan Tin Company has experienced significant stock price increases, with a year-to-date rise of 49.50% and a 32.87% increase over the past five trading days, indicating strong market performance and investor interest [2]. Group 1: Stock Performance - As of January 15, Yunnan Tin's stock price reached 41.68 yuan per share, with a trading volume of 5.82 billion yuan and a market capitalization of 685.97 billion yuan [1]. - The stock has shown remarkable growth over various time frames: 49.50% year-to-date, 32.87% in the last five trading days, 64.94% in the last 20 days, and 84.18% in the last 60 days [2]. Group 2: Financial Performance - For the period from January to September 2025, Yunnan Tin reported a revenue of 34.417 billion yuan, reflecting a year-on-year growth of 17.81%, and a net profit attributable to shareholders of 1.745 billion yuan, which is a 35.99% increase compared to the previous year [2]. - The company has distributed a total of 2.15 billion yuan in dividends since its A-share listing, with 1.103 billion yuan distributed over the last three years [3]. Group 3: Shareholder Information - As of September 30, 2025, Yunnan Tin had 84,100 shareholders, an increase of 5.00% from the previous period, with an average of 19,576 circulating shares per shareholder, a decrease of 4.76% [2]. - Notable changes in institutional holdings include Hong Kong Central Clearing Limited as the third-largest shareholder, increasing its stake by 6.8983 million shares, and several new entrants among the top ten shareholders [3].

Group 1 - The core viewpoint of the news highlights a general increase in non-ferrous metals, with significant price movements observed in various metals such as tin, nickel, and silver [1] - The LME copper price rose by $24, reaching $13,188 per ton, while LME aluminum fell by $12 to $3,186 per ton [1] - The international geopolitical tensions are driving safe-haven investments and central bank allocations towards gold, reinforcing a bullish trend in precious metals [1] Group 2 - The China Securities Non-Ferrous Metals Industry Index (399395) saw a strong increase of 1.55%, with notable gains in stocks such as Huayou Cobalt, which rose by 7.20%, and Yunnan Tin, which increased by 5.32% [1] - The Penghua Non-Ferrous ETF closely tracks the China Securities Non-Ferrous Metals Industry Index, which includes 50 prominent securities in the non-ferrous metals sector, reflecting the overall performance of listed companies in this industry [2] - As of December 31, 2025, the top ten weighted stocks in the index account for 51.65% of the total, including companies like Zijin Mining and China Northern Rare Earth [2]

Group 1 - The core viewpoint of the article highlights the strong performance of the non-ferrous metal sector, driven by solid supply and demand fundamentals [3] - The non-ferrous metal sector is experiencing a rally due to long-term constraints on the supply side, including declining ore grades and insufficient capital expenditure, compounded by geopolitical factors increasing supply uncertainty [3] - On the demand side, the rapid development of the new energy industry is driving growth in the demand for strategic metals like lithium and cobalt, while a manufacturing recovery is boosting demand for minor metals [3] Group 2 - Multiple institutions are optimistic about the resource sector, with CITIC Securities recommending an increase in positions in cyclical industries like non-ferrous metals, citing a favorable risk-reward ratio [3] - According to招商证券, 2026 is expected to see a cyclical resonance between China and the U.S., making non-ferrous metals a key focus for current investments in cyclical sectors [3] - The mining ETF (159690) is designed to focus on upstream resource sectors, covering various strategic resources such as gold, silver, copper, lithium, and rare earths, with the top three weighted varieties accounting for nearly 60% [3]

Core Viewpoint - Tin has been a crucial material throughout human history, from the Bronze Age to modern technology, and is now essential in various industries, including electronics, food packaging, and green energy [1] Macro and Sentiment - External factors such as lower-than-expected U.S. core CPI have strengthened expectations for Federal Reserve rate cuts, supporting overall metal valuations; the approval of NVIDIA's sales of H200 chips to China has boosted demand expectations in the AI chip sector [2] - Domestic monetary policy remains loose, and policies like "trade-in" for consumer goods indirectly stimulate downstream solder demand for tin [3] Geopolitical and Supply Factors - The escalation of conflict in the Democratic Republic of the Congo, a key source of tin imports for China, has raised concerns about supply stability, contributing to a significant price increase; ongoing supply tightness and low global visible inventories further exacerbate the situation [4] Demand and Structure - Emerging sectors such as AI and photovoltaics are driving significant demand; NVIDIA's high-end chip delivery expectations are increasing demand for high-grade solder, while the expansion of photovoltaic production capacity is raising solder consumption [5] Industry Chain and Leaders - Profit margins are shifting towards upstream resources due to tight supply, putting pressure on smelting companies; industry leader Yunnan Tin Company has seen a 35.99% year-on-year increase in net profit for the first three quarters of 2025, closely tied to tin prices and deepening supply chain cooperation with leading AI and new energy firms [6] Market Outlook - The strong price trend for tin is expected to continue in the short term, with London tin prices targeting $50,000 per ton; domestic prices may also break through 410,000 yuan, supported by liquidity expectations, historically low inventories, and structural growth in emerging demands [7] - Potential risks include the stabilization of the situation in the Democratic Republic of the Congo or unexpected recovery in Myanmar's supply, which could lead to temporary price corrections, but the long-term supply-demand gap is likely to support a systemic price increase [8]

Group 1 - Yunnan Tin Company Limited's stock price increased by 2.62% to 36.83 CNY per share, with a trading volume of 2.286 billion CNY and a turnover rate of 3.80%, resulting in a total market capitalization of 60.615 billion CNY [1] - The stock has experienced a continuous rise for three days, accumulating a total increase of 17.41% during this period [1] - The company's main business involves the exploration, mining, beneficiation, and smelting of metals such as tin, zinc, copper, and indium, with the revenue composition being 43.61% from tin ingots, 20.31% from supply chain business, and 18.04% from copper products [1] Group 2 - Galaxy Fund has a significant holding in Yunnan Tin Company, with the Galaxy Dingtoubao Tencent Jian Index Fund (519677) holding 183,900 shares, representing 1.27% of the fund's net value, making it the eighth largest holding [2] - The fund has generated a floating profit of approximately 172,900 CNY today and a total floating profit of 1,004,100 CNY during the three-day increase [2] - The Galaxy Dingtoubao Tencent Jian Index Fund was established on March 14, 2014, with a current size of 334 million CNY and has achieved a year-to-date return of 5.14% [2]

摘要2026年1月12日，上海期货交易所发布关于同意云南锡业股份（000960）有限公司"YT"牌银锭注册 的公告，经研究决定，同意云南锡业股份有限公司生产的"YT"牌银锭在上海期货交易所注册，执行标 准价。 2026年1月12日，上海期货交易所发布关于同意云南锡业股份有限公司"YT"牌银锭注册的公告，经研究 决定，同意云南锡业股份有限公司生产的"YT"牌银锭在上海期货交易所注册，执行标准价。 自公告之日起，上述产品可用于上海期货交易所白银期货合约的履约交割。 产品相关说明如下： 执行标准：合约规定要求 注册企业：云南锡业股份有限公司 生产工厂：云南锡业股份有限公司铜业分公司 产地：云南省红河州蒙自市红河工业园区冶金材料加工区云锡产业园区7号路1号 产品名称：银锭 注册商标：YT 锭型：15千克IC-Ag99.99 外形尺寸：(365±20)*(135±20)毫米 块重：15±1千克 交割单位(30千克)：由2块15千克银锭组成 ...