注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 金属锌概念资金流出榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 601899 | 紫金矿业 | -1.41 | 0.68 | -36415.12 | | 002155 | 湖南黄金 | -3.25 | 3.62 | -12618.30 | | 000426 | 兴业银锡 | -1.88 | 2.53 | -7328.95 | | 600711 | ST盛屯 | 0.00 | 1.48 | -5614.07 | | 601020 | 华钰矿业 | -1.38 | 3.03 | -4715.06 | | 600338 | 西藏珠峰 | 3.08 | 7.39 | -4222.95 | | 002716 | 湖南白银 | -3.16 | 5.80 | -4137.02 | | 000603 | 盛达资源 | -2.18 | 2.43 | -3395.84 | | 002266 | 浙富控股 | -0.27 | 1.92 | -3349. ...

Group 1 - The A-share market's non-ferrous metal sector has seen over 50 companies release their 2025 mid-year performance forecasts, with more than 80% expecting positive results and nearly 50% anticipating significant growth [1] - The main drivers for performance growth in the sector include rising prices and volumes of mineral products, as well as cost reduction and efficiency improvement measures adopted by companies [1] - For copper companies, four have projected a net profit increase of over 40% year-on-year for the first half of the year, driven by price and sales volume increases, expansion into high-end applications, and cost control measures [1] Group 2 - Hunan Gold expects a net profit of between 613.31 million and 700.92 million yuan for the first half of the year, representing a year-on-year growth of 40% to 60%, primarily due to rising sales prices of gold and antimony products [2] - Zhuhai Group anticipates a net profit of between 560 million and 650 million yuan, with a year-on-year increase of 50.97% to 75.23%, attributed to rising precious metal prices and improved operational efficiency [2] - Hunan Silver forecasts a net profit of between 6 million and 8.5 million yuan, with a year-on-year growth of 3.23% to 46.25%, driven by increased production and favorable market conditions for precious metals [3] Group 3 - Weiling Co. expects to break even with a projected net profit of between 0 and 5 million yuan, marking a year-on-year increase of 100% to 109.82%, due to new multi-metal mining operations and cost reductions [3]

8月8日，美国期金触及每盎司3534.10美元的记录新高。 其表示核心公司包括：山东黄金、山金国际、赤峰黄金、紫金矿业、湖南黄金等。 *免责声明：文章内容仅供参考，不构成投资建议 *风险提示：股市有风险，入市需谨慎 东北证券认为，过去3-4个月，由于关税担忧缓和，同时关税对美国经济和就业的冲击未显现，联储也 不急于降息，因而金价向上动能减弱，整体处于区间震荡状态，这也使得黄金波动率、换手率从4月高 位一路回落，盘面持续冷却，波动率下降为金价重新开启上涨提供了先决条件。 而美国就业走弱是重要催化，但不是全部，就业走弱给了联储降息理由，后续或看到联储官员发言倾向 逐渐鸽派化，以及杰克逊霍尔会议上鲍威尔态度的变化，而降息的推进可能又加剧已经开始反弹的通胀 趋势，若降息+滞胀叙事顺利演绎，或带动金价开启新一轮上涨。 ...

8家湖南省属上市国企已披露2025年半年度业绩预告或正式报告。 内容来源 | 国资潇湘 7月中旬以来，A股半年度业绩预告陆续披露。 值得关注的是，有两家省属上市国企上半年预计实现扭亏为盈。 战新布局提速，发展态势向好 湘电股份表示，在传统市场领域，公司研制的湖南省首艘内河纯电动集散两用运输船"湘江绿电001号"成功首航，实现电机、电控、电池三大核心技术协 同突破；永磁节能系统应用节能效果显著，节能率超20%；为全球水利行业最大功率离心泵配套的40000kW超高效同步立式变频电动机（应用于滇中引水 工程），突破4项关键工艺，树立行业新标杆。同时，战新领域，湘电股份承制的300万千瓦光伏复合项目调相机在光伏电站全部顺利并网，飞轮储能系统 亦成功在广州落地首个试点项目，新能源领域技术与工程能力再上新台阶。 值得一提的是，7月28日晚，湘电股份还公告，拟以现金方式收购控股股东湘电集团持有的通达电磁能12.5%的股权，交易价格为人民币2.08亿元。参股电 磁能头部企业，也让市场充满期待。 "金飞银舞"。今年以来，白银价格"涨"声不断，成为全球大宗商品市场备受瞩目的焦点。现货白银价格今年7月初超过36美元/盎司，创近13 ...

证券之星消息，8月6日贵金属板块较上一交易日上涨0.99%，招金黄金领涨。当日上证指数报收于 3633.99，上涨0.45%。深证成指报收于11177.78，上涨0.64%。贵金属板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 000506 | 招金黄金 | 10.38 | 1.96% | 22.94万 | | 2.36亿 | | 600547 | 山东黄金 | 32.25 | 1.57% | 32.64万 | | 10.47亿 | | 000975 | 山舍国际 | 18.79 | 1.40% | 24.65万 | | 4.60亿 | | 002155 | 湖南黄金 | 18.72 | 1.30% | 41.56万 | | 7.75亿 | | 002716 | 湖南白银 | 5.00 | 1.01% | 296.35万 | | 14.91亿 | | 6009888 | 赤峰黄金 | 24.74 | 0.41% | 56.06万 | | 13.80亿 | | ...

Core Viewpoint - The recent fluctuations in the U.S. labor market and the Federal Reserve's interest rate expectations have led to a renewed interest in gold as a safe-haven asset, with significant implications for gold prices and related ETFs [1][2][4]. Group 1: Market Performance - On August 5, COMEX gold futures rose by 0.25% to $3435 per ounce, with gold-related ETFs also experiencing gains [1]. - As of August 5, the year-to-date increase in gold prices reached 39.33%, with notable rises in stocks such as Tongling Nonferrous Metals and Shandong Gold [1]. - The gold stock ETF (159562) increased by 1.66%, while the non-ferrous metal ETF (516650) rose by 1.24% [1][2]. Group 2: Economic Indicators - The U.S. Labor Department reported that 73,000 jobs were added in July, with an unemployment rate of 4.2%, which is a 0.1 percentage point increase from the previous month [1][4]. - The July non-farm payroll data was significantly below market expectations, leading to volatility in U.S. financial markets [1][4]. Group 3: Institutional Sentiment - Citigroup, known for its bearish stance on gold, has revised its three-month gold price forecast from $3300 to $3500 per ounce, reflecting a shift in institutional sentiment towards gold [2]. - The gold stock ETF tracks a diverse range of companies in the gold mining and sales sectors, with the top ten constituents accounting for 66.02% of the index weight [2]. Group 4: Future Outlook - Analysts suggest that the weak employment data provides the Federal Reserve with a rationale for potential interest rate cuts, which could further support gold prices [3][4]. - The anticipated dovish shift in Federal Reserve officials' statements and the potential for a rate cut could lead to a new upward trend in gold prices amid concerns over inflation [4].

Core Viewpoint - China is the dominant country in global antimony resources and production, but the depletion of high-quality resources and increasing mining difficulties are significant challenges. The National Development and Reform Commission has included antimony in the "National Security Reserve List," aiming to increase the reserve target to 25,000 tons [1][6]. Industry Overview - Antimony oxide, primarily in the forms of antimony trioxide (Sb₂O₃) and antimony pentoxide (Sb₂O₅), is a common antimony oxide. Antimony is a chemical element with the symbol Sb and atomic number 51. Antimony trioxide is a white cubic crystal, soluble in hydrochloric acid and tartaric acid, but insoluble in water and acetic acid. Antimony pentoxide is a pale yellow powder, difficult to dissolve in water, and slightly soluble in alkali, forming antimonates [2][4]. Industry Chain - The upstream of the antimony oxide industry chain includes antimony ore resources, coal, soda ash, and various production equipment. The midstream involves the production and manufacturing of antimony oxide. The downstream applications include flame retardants, bearings, glass clarifiers, lead-acid batteries, electronic materials, and pharmaceuticals [4]. Industry Status - In 2024, China's antimony oxide production is projected to be 105,100 tons, a year-on-year decrease of 6.76%, while consumption is expected to be 74,900 tons, down 2.87% [6]. The average grade of domestic antimony ore has declined from 0.8% in 2010 to 0.6% in 2024, increasing mining costs by 30% [8]. The operating rate of antimony mines in China is expected to remain below 50% due to strict environmental inspections and safety issues [10]. Key Enterprises - The antimony industry in China is highly concentrated, with Hunan Gold Group and Flash Star Antimony Co., Ltd. forming a duopoly. Hunan Gold holds the largest market share, followed by Flash Star Antimony, Huaxi Nonferrous Metals, and Hunan Yutong Mining [14][16]. Hunan Gold has a comprehensive antimony industry chain and produced 29,200 tons of antimony products in 2024, a decrease of 6.15% year-on-year [16]. Development Trends 1. **Policy-Driven Resource Integration and Strategic Reserve Enhancement** - China is constructing a national security system for antimony resources through export controls, environmental inspections, and strategic reserve policies. The export control policy implemented in September 2024 aims to prioritize domestic demand, leading to a surge in antimony prices globally [20]. 2. **Technological Innovation Leading Industry Upgrade and High-End Transformation** - The antimony industry is advancing through technological innovations that enhance resource utilization and extend into high-value-added fields. New smelting processes and product developments are addressing environmental concerns and improving recovery rates [21][22]. 3. **Breaking Resource Constraints and Deepening Global Layout** - Companies are accelerating global expansion to address resource constraints. Hunan Gold plans to increase high-end antimony production capacity and pursue overseas resource acquisitions [23].

Core Viewpoint - The recent shift in China's export control policy for compliant antimony products is expected to alleviate the downward pressure on antimony prices, with a potential price increase anticipated in August and September [1][2]. Group 1: Antimony Price Trends - Antimony prices have experienced a cycle of decline, increase, decline, and stabilization since H2 2024, with export demand being a key variable influencing these changes [1]. - The price dynamics are influenced by several factors, including export control measures, photovoltaic glass production adjustments, and smuggling activities [2][3]. Group 2: Export Control and Smuggling - Following the implementation of export controls in September 2024, the price gap between domestic and international markets widened significantly, leading to increased smuggling activities [2]. - The Chinese government has initiated a special action to combat the smuggling of strategic minerals, resulting in a substantial decline in antimony export volumes [2]. Group 3: Future Outlook - The recent easing of export management signals a potential recovery in export volumes, with expectations for improvement in August and September [3]. - Projections indicate that the marginal supply-demand balance for antimony may reverse in Q3 2025, potentially driving prices upward [4].

证券之星消息，8月5日贵金属板块较上一交易日上涨0.1%，湖南白银领涨。当日上证指数报收于 3617.6，上涨0.96%。深证成指报收于11106.96，上涨0.59%。贵金属板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002716 | 湖南白银 | 4.95 | 7.61% | 354.23万 | 17.51亿 | | 002155 | 湖南黄金 | 18.48 | 1.09% | 86.81万 | 16.26亿 | | 600547 | 山东黄金 | 31.75 | 0.83% | 40.76万 | 12.95 Z | | 002237 | 恒邦股份 | 12.03 | 0.50% | 19.47万 | 2.34亿 | | 600988 | 赤峰黄金 | 24.64 | 0.37% | 89.80万 | 22.12亿 | | 001337 | 四川黄金 | 23.70 | -0.29% | 8.96万 | 2.13亿 | | 600489 | 中金黄金 | 14.7 ...

证券日报网讯 8月4日晚间，湖南黄金发布公告称，公司第七届董事会第十一次会议审议通过了《关于 制定<市值管理制度> 的议案》。 （文章来源：证券日报） ...