| 日期 | | | | | 收盘价 涨跌幅 主力净流入 主力净占比 游资净流入 游资净占比 散户净流入 散户净占比 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-08-15 | 18.15 | -0.33% | 3633.43万 | 7.01% | -182.47万 | -0.35% | -3450.95万 | -6.66% | | 2025-08-14 | 18.21 | -1.30% | -4116.41万 | -7.86% | -2953.98万 | -5.64% | 7070.39万 | 13.50% | | 2025-08-13 | | 18.45 0.22% | -510.85万 | -1.14% | -235.81万 | -0.53% | 746.65万 | 1.67% | | 2025-08-12 | 18.41 | -0.16% | -4460.09万 | -9.52% | 1445.06万 | 3.08% | 3015.03万 | 6.44% | | 2025-08-11 | 18.44 | ...

Investment Rating - The report maintains an "Accumulate" rating for the industry [5] Core Views - The report highlights that the supply expectations for copper are further tightening, leading to a robust performance in copper prices. Additionally, the gold market is expected to benefit from rising inflation expectations in the U.S. due to tariff disturbances [1][38] Summary by Sections 1. Weekly Data Tracking - The non-ferrous metal sector has generally seen an increase this week [13] - Price fluctuations among non-ferrous metals varied, with some prices rising while others fell [23] 2. Industrial Metals - **Copper**: Supply expectations are tightening, with global copper inventories increasing by 0.84 thousand tons. Chile's copper production growth forecast for 2025 has been significantly reduced [2] - **Aluminum**: The aluminum market is experiencing short-term fluctuations due to macroeconomic sentiments, with a slight increase in supply and moderate demand [2] 3. Energy Metals - **Lithium**: Supply disruptions are causing lithium prices to rebound strongly, with prices for battery-grade lithium carbonate rising by 15% to 83,000 CNY/ton [3] - **Metal Silicon**: The market remains stable with no significant changes in the fundamentals, and prices are expected to fluctuate in the short term [3] 4. Precious Metals - The gold market is influenced by U.S. inflation data, with a notable increase in the PPI to 3.7% in July, leading to expectations of continued upward pressure on gold prices [1][38] 5. Key Stocks - The report suggests focusing on specific stocks such as Zijin Mining, Shandong Gold, and others, which are expected to perform well in the current market conditions [1][2][3]

Group 1 - The stock price of Shan Jin International is reported at 18.15 yuan as of August 15, 2025, with a decrease of 0.33% compared to the previous trading day and a trading volume of 5.18 billion yuan [1] - Shan Jin International operates in the precious metals sector, focusing on the exploration, mining, smelting, and sales of gold and other non-ferrous metals [1] - The company owns mineral resources in Inner Mongolia and is actively working on optimizing and developing its resource reserves [1] Group 2 - The company is currently promoting the resource reserve assessment and filing work for the Huasheng Gold Mine, with plans to announce relevant information if it meets disclosure standards [1] - On August 15, the net inflow of main funds was 36.33 million yuan, while the net outflow over the past five days was 63.50 million yuan [1]

Group 1 - The company has disclosed the acquisition and integration of mining rights around the Huasheng gold mine in its Q1 2025 report [2] - The company is currently promoting the resource reserve assessment and filing work for the Huasheng gold mine [2] - If the relevant information meets the disclosure standards, the company will announce it in a timely manner [2]

天眼查商业履历信息显示，山金国际黄金股份有限公司，成立于1999年，位于锡林郭勒盟，是一家以从 事有色金属矿采选业为主的企业。企业注册资本277672.2265万人民币，实缴资本10500万人民币。公司 法定代表人为刘钦。 通过天眼查大数据分析，山金国际黄金股份有限公司共对外投资了20家企业，参与招投标项目2次，知 识产权方面有商标信息2条，此外企业还拥有行政许可2个。 来源：金融界 金融界消息 截至2025年8月15日收盘，山金国际（000975）报收于18.15元，下跌0.33%，换手率 1.13%，成交量28.61万手，成交金额5.18亿元。 资金流向方面，今日主力资金净流入3633.43万元，占比成交额7.01%。其中，超大单净流出59.79万 元、占成交额0.12%，大单净流入3693.22万元、占成交额7.12%，中单净流出流出182.47万元、占成交 额0.35%，小单净流出3450.95万元、占成交额6.66%。 山金国际最新一期业绩显示，截至2025一季报，公司营业总收入43.21亿元、同比增长55.84%，归属净 利润6.94亿元，同比增长37.91%，扣非净利润7.04亿元，同比增长40 ...

金融界消息 截至2025年8月14日收盘，山金国际（000975）报收于18.21元，下跌1.3%，换手率1.13%， 成交量28.51万手，成交金额5.24亿元。 来源：金融界 天眼查商业履历信息显示，山金国际黄金股份有限公司，成立于1999年，位于锡林郭勒盟，是一家以从 事有色金属矿采选业为主的企业。企业注册资本277672.2265万人民币，实缴资本10500万人民币。公司 法定代表人为刘钦。 通过天眼查大数据分析，山金国际黄金股份有限公司共对外投资了20家企业，参与招投标项目2次，知 识产权方面有商标信息2条，此外企业还拥有行政许可2个。 资金流向方面，今日主力资金净流出4116.41万元，占比成交额7.86%。其中，超大单净流出2207.88万 元、占成交额4.22%，大单净流出1908.53万元、占成交额3.65%，中单净流出流出2953.98万元、占成交 额5.64%，小单净流入7070.39万元、占成交额13.5%。 山金国际最新一期业绩显示，截至2025一季报，公司营业总收入43.21亿元、同比增长55.84%，归属净 利润6.94亿元，同比增长37.91%，扣非净利润7.04亿元，同比增长 ...

Market Overview - The precious metals sector increased by 0.12% on August 12, with Shandong Gold leading the gains [1] - The Shanghai Composite Index closed at 3665.92, up 0.5%, while the Shenzhen Component Index closed at 11351.63, up 0.53% [1] Top Performing Stocks - Shandong Gold (600547) closed at 31.55, with a rise of 0.86% and a trading volume of 260,500 shares, amounting to a transaction value of 823 million yuan [1] - Chifeng Jilong Gold Mining (600988) closed at 24.58, up 0.24% with a trading volume of 405,300 shares [1] - Zhaojin Mining Industry (000506) closed at 10.25, with a slight increase of 0.10% and a trading volume of 128,100 shares [1] Fund Flow Analysis - The precious metals sector experienced a net outflow of 397 million yuan from institutional investors, while retail investors saw a net inflow of 300 million yuan [2][3] - The top stock with the highest net outflow from institutional investors was Chifeng Jilong Gold Mining, with a net outflow of 103 million yuan [3] ETF Information - The gold stock ETF (product code: 159562) tracks the CSI Hong Kong-Shenzhen Gold Industry Stock Index and has seen a 9.05% change over the last five days [5] - The ETF has a price-to-earnings ratio of 21.98 and a recent net outflow of 909,000 yuan [5]

Market Performance - A-shares experienced a strong upward trend on the last trading day of the Year of the Tiger, with the Shanghai Composite Index reaching a new high in the current rebound, closing up 0.76% at 3264.81 points [1] - The total trading volume in the two markets was 749.1 billion yuan, an increase of approximately 62 billion yuan compared to the previous day [1] - Northbound funds continued to buy heavily, with a net purchase of over 9 billion yuan today, marking the 13th consecutive day of accumulation, totaling 48.5 billion yuan for the week, which is the second-highest weekly net purchase on record [1] Sector Performance - Cyclical sectors such as non-ferrous metals, coal, steel, oil, and electricity saw collective gains, with notable performances in rare earth and gold concepts, including stocks like China Rare Earth and Yintai Gold hitting the daily limit [2] - New energy sectors, including lithium mining, lithium batteries, energy storage, wind power, and photovoltaics, also performed strongly, with Rongjie shares rising over 8% and Sunshine Power increasing over 7%, bringing its latest market value to 190.9 billion yuan [2] - The telecommunications sector saw all three major operators rise significantly, with China Telecom hitting the daily limit and China Unicom increasing by about 7% [2] Hong Kong Market - The Hong Kong stock market saw a strong rally, with the Hang Seng Index rising nearly 2% to surpass 22,000 points, closing up 1.82% at 22044.65 points, marking a six-month high [2] - The Hang Seng Technology Index increased by 2.67% to 4568.79 points, with individual stocks like New Oriental Online rising over 10% to set a new historical high [2]

Group 1 - The latest stock price of Shanjin International as of August 6, 2025, is 18.79 yuan, reflecting an increase of 0.26 yuan or 1.40% from the previous trading day's closing price [1] - The opening price on the same day was 18.57 yuan, with a highest price of 18.81 yuan and a lowest price of 18.52 yuan, resulting in a trading volume of 246,507 hands and a total transaction amount of 460 million yuan [1] - Shanjin International is involved in the precious metals sector, particularly focusing on the mining, smelting, and sales of gold and other non-ferrous metals [1] Group 2 - On August 6, 2025, a block trade occurred involving 2.6 million shares at a transaction amount of 47.398 million yuan, with a transaction price of 18.23 yuan, representing a discount of 2.98% [1] - The buyer of the block trade was Changjiang Securities Co., Ltd., while the seller was CITIC Jianchao Securities Co., Ltd. [1] - On the same day, the net inflow of main funds into Shanjin International was 4.538 million yuan, accounting for 0.01% of the circulating market value, while the net outflow over the past five days was 121.147 million yuan, representing 0.26% of the circulating market value [1]

Core Insights - On August 6, Shanjin International executed a block trade of 2.6 million shares, amounting to 47.398 million yuan, which represented 9.34% of the total trading volume for that day [1][2] - The transaction price was 18.23 yuan per share, reflecting a discount of 2.98% compared to the market closing price of 18.79 yuan [1][2] Summary by Categories Trading Details - Trading Date: August 6, 2025 [2] - Security Code: 000975 [2] - Security Name: Shanjin International [2] - Transaction Price: 18.23 yuan [2] - Transaction Volume: 2.6 million shares [2] - Transaction Amount: 47.398 million yuan [1][2] - Buyer Brokerage: Changjiang Securities Co., Ltd. [2] - Seller Brokerage: CITIC Construction Investment Securities Co., Ltd. [2]