Group 1 - Jieqiang Equipment has completed the acquisition of 51% stake in Shandong Carbon Seeking, which will now be included in the company's consolidated financial statements [1] - Tonghua Dongbao's insulin injection product has received marketing approval in Myanmar for diabetes treatment [1] - New Light Optoelectronics' actual controller plans to increase shareholding by 5 to 10 million yuan within six months [2] Group 2 - Far East Holdings received contracts worth 1.769 billion yuan in September [3] - Poly Developments reported a 1.84% decrease in signed sales amount in September, totaling 20.531 billion yuan [4] - ST Nuotai expects a net profit increase of 5.62% to 13.74% for Q3 2025 [7] Group 3 - Chongqing Port's controlling shareholder plans to merge with another entity, changing the controlling shareholder to Chongqing Logistics Group [9] - New Energy Company reported a 28.21% increase in cumulative power generation from January to September [11] - Dashiang Co. announced the resignation of its chairman due to personal reasons [12] Group 4 - Liao Port Co. announced the resignation of a non-executive director due to work changes [13] - Zhongzai Resources received a government subsidy of 5.33 million yuan, accounting for 23.72% of its audited net profit for 2024 [14] - Xiaoming Co. reported a sales revenue of 66.15 million yuan from chicken products in September [15] Group 5 - Tianyi Co. signed a framework contract worth 23.50 million yuan for e-business network terminal production [16] - Jingu Co. signed a strategic cooperation agreement with Ninebot Technology for lightweight materials [18] - Tianbang Foods reported a sales revenue of 634 million yuan from commodity pigs in September [20] Group 6 - Shaanxi Energy's subsidiary received an administrative penalty for safety violations, resulting in a fine of 940,000 yuan [22] - North Bay Port reported a 9% increase in cargo throughput in September [23] - Tangrenshen reported a sales revenue of 639 million yuan from pig sales in September [24] Group 7 - Dabeinong reported a sales revenue of 541 million yuan from pig sales in September [25] - Jiukang Bio obtained four medical device registration certificates [26] - Canan Co. invested 90 million yuan in structured deposits with a bank [27] Group 8 - Zhuhai Port reported a 5.44% decrease in cargo throughput in Q3 [28] - Jinli Yongmag expects a net profit increase of 157% to 179% for the first three quarters [29] - Huamao Logistics' controlling shareholder plans to increase shareholding by 64.5 to 129 million yuan [30] Group 9 - Dongjie Intelligent signed a 50 million yuan contract for intelligent warehousing in the steel industry [31] - Sais Technology signed a cooperation framework agreement with Volcano Engine for intelligent robotics [32] - Huadong Pharmaceutical's subsidiary received approval for clinical trials of a new drug targeting advanced solid tumors [34] Group 10 - TCL Technology completed the acquisition of 80% and 100% stakes in LG Display's subsidiaries for 11.088 billion yuan [34] - Shuangliang Energy won a 419 million yuan EPC project for cooling systems [36] - Ruina Intelligent announced plans for shareholders to reduce their stakes by up to 1.18% [38] Group 11 - Baodi Mining announced plans for shareholders to reduce their stakes by up to 5.45% [40] - Xinyi Technology's shareholders set the transfer price for shares at 328 yuan each [42] - Sunshine Power submitted an application for H-share listing on the Hong Kong Stock Exchange [44] Group 12 - Qisheng Technology's controlling shareholder plans to reduce their stake by up to 3.09% [46] - Wu Ming Kangde sold 30.3 million shares of Wu Ming He Lian through block trading [48] - Qiaoyin Co. announced plans for shareholders to reduce their stakes by up to 6% [49] Group 13 - Muyuan Foods reported a sales revenue of 9.066 billion yuan from commodity pigs in September [51] - Huawang Technology's shareholders plan to reduce their stakes by up to 1.1% [53] - Huaxin Xinchuang received a project notification from Lantu Automotive for display components [54] Group 14 - China Merchants Shekou reported a signed sales amount of 16.698 billion yuan in September [55] - Shao Neng Co. received approval for an antitrust review regarding a share acquisition [57] - Pengding Holdings reported a 6.21% increase in consolidated revenue in September [58] Group 15 - Ganfeng Lithium is advancing its solid-state battery commercialization and strategic investment in the energy storage sector [59]

沪指10月10日下跌0.94%，申万所属行业中，今日上涨的有18个，涨幅居前的行业为建筑材料、煤炭， 涨幅分别为1.92%、1.37%。跌幅居前的行业为电子、电力设备，跌幅分别为4.71%、4.46%。有色金属 行业今日下跌2.93%。 资金面上看，两市主力资金全天净流出1257.84亿元，今日有8个行业主力资金净流入，建筑材料行业主 力资金净流入规模居首，该行业今日上涨1.92%，全天净流入资金4.18亿元，其次是农林牧渔行业，日 涨幅为0.94%，净流入资金为3.79亿元。 主力资金净流出的行业有23个，电子行业主力资金净流出规模居首，全天净流出资金383.19亿元，其次 是电力设备行业，净流出资金为255.35亿元，净流出资金较多的还有有色金属、计算机、通信等行业。 有色金属行业资金流出榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 600111 | 北方稀土 | -1.22 | 8.90 | -251897.23 | | 603799 | 华友钴业 | -7.74 | 7.85 | - ...

Market Overview - The Chinese asset market experienced a collective pullback, with the A-share market declining significantly after a strong opening on the first trading day post-holiday. The Shanghai Composite Index fell approximately 1% to below 3900 points, while the ChiNext Index dropped over 5% before slightly narrowing its losses at the close [1] - The total trading volume in the Shanghai and Shenzhen markets decreased by 137.8 billion yuan compared to the previous day, totaling 253.45 billion yuan [1] Sector Performance - The semiconductor sector saw a substantial decline, with companies like Aojie Technology and Dongxin Co. dropping over 10%, and SMIC falling nearly 8% [2][3] - Conversely, resource sectors such as gas, coal, steel, and oil experienced gains, with companies like Dazhong Public Utilities and Hongtong Gas hitting the daily limit up [2][7] - The coal sector is expected to see improved performance in Q3 due to rising coal prices, with potential further increases in Q4 as winter demand rises [8] Semiconductor Sector Insights - Analysts suggest that the recent adjustment in the semiconductor sector is a short-term fluctuation driven by profit-taking, rather than a fundamental shift in the industry's long-term growth prospects. The trend of domestic substitution remains a key focus [3][5] - Domestic wafer fabs are progressively establishing high levels of localization, particularly in advanced storage, with expectations for stable expansion needs through 2025 and rapid growth anticipated by 2026 [5] Brokerage Sector Dynamics - The brokerage sector showed strong performance, with stocks like Guosen Securities reaching their daily limit. The sector's growth is supported by favorable policies, improved market confidence, and a shift towards high-value-added services [9][10] - The current environment is seen as enhancing the brokerage sector's profitability outlook, making it an attractive investment opportunity [10]

证券代码：002460 证券简称：赣锋锂业 编号：临 2025-116 关于召开 2025 年第三次临时股东大会的提示性公告 本公司及董事会全体成员保证公告内容的真实、准确和完整， 没有虚假记载、误导性陈述或重大遗漏。 江西赣锋锂业集团股份有限公司（以下简称"公司"）于2025 年8月22日召开了第六届董事会第五次会议，决议于2025年10月14日 召开公司2025年第三次临时股东大会，现将本次股东大会的有关事项 提示公告如下： 一、召开会议的基本情况 1、股东大会届次：2025年第三次临时股东大会 2、股东大会的召集人：公司董事会 3、会议召开的合法、合规性：本次股东大会的召集、召开程序 符合有关法律、行政法规、部门规章、规范性文件和公司章程等的规 定。 4、现场会议召开时间：2025年10月14日(星期二) 14:00 网络投票时间：公司A股股东通过深圳证券交易所交易系统进行 网络投票的具体时间为2025年10月14日(星期二)上午9:15—9:25，9:30 —11:30，下午13:00—15:00；通过深圳证券交易所互联网投票系统投 票的具体时间为2025年10月14日(星期二)上午9:15至2025 ...

证券之星消息，10月10日能源金属板块较上一交易日下跌5.03%，寒锐钴业领跌。当日上证指数报收于 3897.03，下跌0.94%。深证成指报收于13355.42，下跌2.7%。能源金属板块个股涨跌见下表： 从资金流向上来看，当日能源金属板块主力资金净流出40.92亿元，游资资金净流入10.87亿元，散户资金 净流入30.05亿元。能源金属板块个股资金流向见下表： | 代码 | 名称 | 主力净流出 (元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 603799 | 华友钻业 | -11.03亿 | -11.33% | 4.14亿 | 4.25% | 6.89 Z | 7.08% | | 002460 | 赣锋锂√ | -10.05 Z | -9.80% | 1.89亿 | 1.84% | 8.16/Z | 7.95% | | 002466 | 天齐锂业 | -7.47 Z | -16.21% | 2.15/Z | 4.67% | 5.32 Z | 1 ...

2025 年 10 月 10 日 金融工程研究团队 魏建榕（首席分析师） 证书编号：S0790519120001 胡亮勇（分析师） 证书编号：S0790522030001 王志豪（分析师） 证书编号：S0790522070003 盛少成（分析师） 证书编号：S0790121070009 何申昊（分析师） 证书编号：S0790524070009 蒋 韬（分析师） 证书编号：S0790525070001 相关研究报告 张 翔（分析师） 证书编号：S0790520110001 傅开波（分析师） 证书编号：S0790520090003 高 鹏（分析师） 证书编号：S0790520090002 苏俊豪（分析师） 证书编号：S0790522020001 ETF 资金持仓：A 股指数投资的大时代正在到来。近年来，指数投资产品呈现供 需两旺的繁荣气象，2025 年二季度末公募 ETF 基金总规模已突破 4.3 万亿元。 测算结果显示，ETF 资金持仓占有色金属板块股票市值比例 8 月以来持续上升； 两融余额动向：融资余额是指在融资融券交易中未偿还的融资总金额。一般认为， 融资余额的增加，意味着投资者看多后市。测算结果显示：有 ...

中信期货认为，中短期来看，供应扰动问题持续发酵和股期联动炒作引发部分品种脉冲上涨，铜价领涨 基本金属，但若无进一步的宏观利多，基本金属快速冲高后仍需谨防回落风险，长期来看，国内潜在增 量刺激政策预期仍在，并且铜铝锡供应扰动问题仍在，供需仍有趋紧预期，这将进一步推高基本金属价 格。 有色股持续走低，截至发稿，赣锋锂业（002460）(01772)跌10.44%，报45.72港元；中国有色矿业 (01258)跌9.72%，报14.77港元；山东黄金（600547）(01787)跌7.18%，报39.04港元；洛阳钼业 （603993）(03993)跌6.66%，报16.4港元；江西铜业（600362）股份(00358)跌4.36%，报36.42港元。 消息面上，美元指数连日来持续反弹，并突破99大关。浙商证券（601878）指出，国庆节期间美元指数 反弹的逻辑类似黄金，主要源于美国政府关门带来的阶段性避险偏好。展望未来，美元指数反弹的逻辑 仍然源于当前市场对于美国的衰退预期可能被纠偏。此外，由于中东地缘冲突缓和叠加美元指数周四显 著上涨，国际金价高位跳水，截至发稿，现货黄金失守3960美元/盎司。 ...

（文章来源：证券时报网） 数据宝统计，截至14:01，赣锋锂业成交额84.68亿元，创2022年7月7日以来新高。最新股价下跌 3.37%，换手率10.60%。上一交易日该股全天成交额为84.66亿元。（数据宝） ...

消息面上，近期锂业供需两端博弈激烈。兴业期货表示，对碳酸锂而言，需要注意的是，需求的好转也 伴随着供应的持续释放，庞大的锂盐冶炼产能增强了碳酸锂的供给弹性。现阶段碳酸锂周度产量已突破 2万吨，单周产出位于历史高位；其中，辉石料碳酸锂产量接近1.3万吨，辉石提锂产线的增产弥补了前 期因青海盐湖及枧下窝矿停产造成的盐湖料及云母料的产出减量。与2024年相比，当前周产相较于去年 均值提升7796吨，增幅达61.29%。 该行指出，自8月中下旬以来，上游去库、下游主动补库的库存结构性变化已反映出实际需求的增长较 为积极，且宜春矿企储量核实报告递交审核一事仍将扰动10月中上旬市场对资源端的预期，事件落地前 锂价走势存在支撑；针对四季度，枧下窝矿即将复产，供应增长压力再度增高，供给增速预计高于需求 增长，碳酸锂价格走势仍将承压，价格波动中枢7-7.5万元/吨。 锂业股集体走低，截至发稿，赣锋锂业（002460）(01772)跌7.7%，报47.12港元；天齐锂业（002466） (09696)跌6.83%，报45.28港元；宁德时代（300750）(03750)跌6.24%，报548.5港元。 ...

来源：市场资讯 （来源：有色龙头159876） 10月10日，截至11时06分，有色龙头ETF盘中表现疲软，场内价格现跌3.1%，成交额为1.21亿元，基金 最新规模为4.83亿元。 西部证券指出，稀土出口管制政策持续强化，新增对二次资源回收利用的管控，预计2025年二次回收供 给占比将达27%，供给端已完全管控，难以出现突发增量；技术出口限制切断海外企业通过中国技术人 员扩产的可能。政策全面管控下，稀土供给端扰动频发，金属板块有望实现多重共振。 申万宏源证券指出，有色金属行业景气度维持高位，工业金属方面，9月世界铜矿巨头因印尼矿山安全 事件部分停产，供给约束预期叠加弱美元环境，铜铝等工业金属价格延续上行。稀土方面，商务部对稀 土相关技术实施出口管制，供给政策继续收紧，价格延续强势。 有色龙头ETF（$华宝中证有色金属ETF$）被动跟踪中证有色指数，该指数前十大权重股分别为紫金矿 业、北方稀土、洛阳钼业、华友钴业、山东黄金、赣锋锂业、中国铝业、中金黄金、赤峰黄金、天齐锂 业。 数据来源于沪深交易所、公开资料等。 风险提示：以上产品由基金管理人发行与管理，代销机构不承担产品的投资、兑付和风险管理责任。投 资人应 ...