证券之星消息，12月1日工业金属板块较上一交易日上涨4.18%，亚太科技领涨。当日上证指数报收于 3914.01，上涨0.65%。深证成指报收于13146.72，上涨1.25%。工业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) | | --- | --- | --- | --- | --- | --- | | 000688 | 国城矿业 | 24.72 | -3.13% | 40.93万 | 10.36亿 | | 601020 | 未释形成,不 | 29.71 | -1.62% | 41.96万 | 12.71亿 | | 002203 | 海亮股份 | 12.31 | -1.20% | 26.03万 | 3.23亿 | | 002988 | 豪美新材 | 38.41 | -0.80% | 2.37万 | 9169.69万 | | 601702 | 华隆铝业 | 17.99 | -0.77% | 7.60万 | 1.37亿 | | 603937 | 丽岛新材 | 12.62 | -0.71% | 3.69万 | 4710.51万 | | 002295 ...

Core Viewpoint - The convertible bond market showed mixed performance with the Zhongzheng Convertible Bond Index rising by 0.1% to 482.09, and a total trading volume of 53.624 billion yuan [1] Convertible Bonds Performance - A total of 395 convertible bonds were traded today, with 215 rising, 0 unchanged, and 180 declining [1] - 21 convertible bonds saw gains exceeding 2%, with notable performers including: - Furong Convertible Bond (113672) up 7.71% - Fuxin Convertible Bond (111012) up 7.14% - Guanzhong Convertible Bond (123207) up 6.54% [2] - Conversely, 12 convertible bonds experienced declines over 2%, with: - Huicheng Convertible Bond (123118) down 9.78% - Yingbo Convertible Bond (123249) down 6.45% - Dazhong Convertible Bond (127070) down 4.73% [2] Corresponding Stocks Performance - Among the stocks corresponding to the traded convertible bonds, 241 rose, 12 remained unchanged, and 142 fell [1] - 12 stocks had gains exceeding 5%, including: - Asia Pacific Technology (002540) up 10.06% - Hebang Bio (603077) up 10.05% - Furong Technology (603327) up 10.01% [1] - 2 stocks saw declines over 5%, with: - Huitong Group (603176) down 9.94% - Corresponding Huicheng Convertible Bond (113665) down 3.46% [1]

Core Viewpoint - The market sentiment for non-ferrous and precious metals is high, driven by increased expectations of interest rate cuts by the Federal Reserve, leading to significant price increases in gold, silver, and copper [2][10][16]. Group 1: Market Performance - On December 1, the Hong Kong and A-share markets opened positively, with the Shanghai Composite Index returning to 3900 points, particularly boosted by non-ferrous and precious metals [1]. - Spot gold prices briefly surpassed $4250 per ounce, while spot silver reached a historic high of $57.88 per ounce [3]. - The A-share precious metals sector has seen a nearly 76% increase year-to-date, following a week of consecutive gains [8][6]. Group 2: Federal Reserve and Interest Rate Expectations - The global financial market is experiencing a surge in optimism due to heightened expectations of interest rate cuts by the Federal Reserve, with a probability of 87.4% for a 25 basis point cut in December [12][17]. - Market sentiment is further fueled by speculation regarding the potential appointment of Hassett as the new Fed chair, who is expected to advocate for aggressive rate cuts [13][15]. Group 3: Diverging Views on Gold - Despite the bullish sentiment, notable investors have expressed caution regarding gold, with some recommending selling positions. For instance, Hong Hao has sold all his gold holdings, citing a potential price bubble [20]. - Li Bei has also exited his gold positions, indicating that he believes the best phase for gold has passed and considers current prices overvalued [20]. - Fu Peng acknowledges structural risks for gold but maintains that it still holds value, viewing it as a "credit yardstick" amid increasing volatility [20].

证券时报·数据宝统计，截至上午收盘，今日沪指涨0.42%，A股成交量810.18亿股，成交金额12367.56 亿元，比上一个交易日增加26.14%。个股方面，3672只个股上涨，其中涨停66只，1592只个股下跌， 其中跌停5只。从申万行业来看，有色金属、通信、商贸零售等涨幅最大，涨幅分别为2.55%、2.51%、 1.46%；农林牧渔、银行、非银金融等跌幅最大，跌幅分别为0.39%、0.22%、0.21%。（数据宝） | 申万行业 | 行业涨跌（%） | 成交额（亿元） | 比上日（%） | 领涨（跌）股 | 涨跌幅（%） | | --- | --- | --- | --- | --- | --- | | 有色金属 | 2.55 | 934.05 | 83.34 | 亚太科技 | 10.06 | | 通信 | 2.51 | 981.99 | 34.40 | 广和通 | 20.01 | | 商贸零售 | 1.46 | 207.22 | 33.21 | 赫美集团 | 10.12 | | 社会服务 | 1.33 | 105.68 | 20.18 | 峨眉山A | 10.02 | | 国防军工 | 1.26 | ...

公司主营精密电子零部件产品和集成方案,主要应用在智能手机摄( 头中的音圈马达VCM和摄像头模组CCM。马达相关电子零部件主.. 贝 (金) = % 11.8亿 55.63 +20.00% O sz 301567 公司从事精密结构件的研发、生产和销售,公司产品主要为运用于 能手机、可穿戴设备、智慧安居及汽车电子等行业的精密结构件, 消息面上，12月1日，中兴通讯表示，目前，搭载豆包手机助手技术预览版的工程样机努比亚M153少量发售，供开发者和感兴趣的朋友体验豆包手机助手。 其中，字节主导豆包大模型的植入与AI交互功能定义，中兴则主导硬件定义、产品设计和生产制造。 有色金属板块同样走强，白银有色、闽发铝业、亚太科技、罗平锌电涨停，天华新能、江西铜业、湖南白银、云南铜业等个股涨幅居前, 有色金属 +1.76% | + 自选 产业链 股票池 未上市公司 领涨次数 / 简称 涨跌幅↓ 流涌市值 现价 = 亚太科技 7.22 +10.06% O 62.9 Z sz 002540 公司是全球汽车行业铝材重要供应商及航空航天、轨道交通、海洋. 业等其他工业领域铝材优质供应商。主营高性能铝挤压材的研发、. 罗智能电 9.02 ...

| 申万行业 | 行业涨跌（%） | 成交额（亿元） | 比上日（%） | 领涨（跌）股 | 涨跌幅（%） | | --- | --- | --- | --- | --- | --- | | 有色金属 | 2.97 | 758.34 | 98.98 | 亚太科技 | 10.06 | | 石油石化 | 1.58 | 57.59 | 39.26 | 准油股份 | 3.24 | | 通信 | 1.46 | 696.65 | 31.93 | 广和通 | 15.64 | | 建筑材料 | 1.23 | 95.27 | 49.64 | 塔牌集团 | 8.40 | | 纺织服饰 | 1.20 | 75.89 | 8.62 | 恒辉安防 | 13.64 | | 轻工制造 | 1.09 | 101.80 | 12.14 | 金运激光 | 11.48 | | 国防军工 | 0.97 | 380.28 | 24.22 | 航天环宇 | 11.88 | | 社会服务 | 0.96 | 79.33 | 15.17 | 峨眉山A | 10.02 | | 汽车 | 0.81 | 380.30 | 41.64 | 智慧农业 | 10.06 ...

Market Overview - The industrial metal sector experienced a decline of 0.19% on November 26, with Yinbang Co., Ltd. leading the losses [1] - The Shanghai Composite Index closed at 3864.18, down 0.15%, while the Shenzhen Component Index rose by 1.02% to 12907.83 [1] Stock Performance - Notable gainers in the industrial metal sector included: - Luoping Zinc Electric (002114) with a closing price of 9.72, up 9.95% [1] - Huafeng Aluminum (601702) at 18.07, up 6.73% [1] - Mengmei New Materials (002988) at 38.52, up 4.16% [1] - Conversely, Yinbang Co., Ltd. (300337) saw a decline of 4.04%, closing at 9.97 [2] Trading Volume and Value - Luoping Zinc Electric had a trading volume of 93,000 shares, with a transaction value of 90.41 million yuan [1] - Huafeng Aluminum recorded a trading volume of 320,900 shares, with a transaction value of 576 million yuan [1] - The industrial metal sector saw a net outflow of 1.372 billion yuan from major funds, while retail investors contributed a net inflow of 884 million yuan [2] Fund Flow Analysis - Major funds showed a net inflow in: - Northern Copper (000737) with 14.4 million yuan [3] - Tongling Nonferrous Metals (000630) with 94.99 million yuan [3] - Major funds experienced a net outflow in: - Huafeng Aluminum (601702) with a net outflow of 32.38 million yuan [3] - Jiangxi Copper (600362) with a net outflow of 44.74 million yuan [3]

Core Viewpoint - The aluminum alloy industry in China is experiencing significant growth, with a notable increase in production and a positive outlook for the coming years [1] Industry Summary - As of September 2025, China's aluminum alloy production reached 1.78 million tons, marking a year-on-year increase of 17.1% [1] - From January to September 2025, the cumulative production of aluminum alloys in China totaled 14.116 million tons, reflecting a cumulative growth of 15.9% [1] - The report by Zhiyan Consulting outlines the market operation pattern and strategic analysis of the aluminum alloy industry in China from 2026 to 2032 [1] Company Summary - Listed companies in the aluminum industry include China Aluminum (601600), Nanshan Aluminum (600219), Mingtai Aluminum (601677), Yun Aluminum (000807), Xinjiang Zhonghe (600888), Yiqiu Resources (601388), Haomei New Materials (002988), Asia Pacific Technology (002540), and Shunbo Alloy (002996) [1]

Market Overview - On November 20, the industrial metals sector declined by 0.52% compared to the previous trading day, with Xinweiling leading the decline [1] - The Shanghai Composite Index closed at 3931.05, down 0.4%, while the Shenzhen Component Index closed at 12980.82, down 0.76% [1] Stock Performance - Notable gainers in the industrial metals sector included: - Guocheng Mining (Code: 000688) with a closing price of 29.65, up 4.99% and a trading volume of 610,600 shares, totaling 1.823 billion yuan [1] - Asia-Pacific Technology (Code: 002540) with a closing price of 7.15, up 3.03% and a trading volume of 307,700 shares, totaling 220 million yuan [1] - Major decliners included: - Xinweiling (Code: 920634) with a closing price of 24.91, down 3.67% and a trading volume of 12,900 shares, totaling 33.008 million yuan [2] - Chang Aluminum (Code: 002160) with a closing price of 5.41, down 3.22% and a trading volume of 751,900 shares, totaling 413 million yuan [2] Capital Flow - The industrial metals sector experienced a net outflow of 1.961 billion yuan from institutional investors, while retail investors saw a net inflow of 1.359 billion yuan [2] - Key stocks with significant capital flow included: - Huayu Mining (Code: 601020) with a net inflow of 97.347 million yuan from institutional investors [3] - Xizang Zhuofeng (Code: 600338) with a net inflow of 94.423 million yuan from institutional investors [3]

Core Viewpoint - The company announced that its stock price has met the conditions for the conditional redemption of the "Yake Convertible Bonds" based on specific trading price thresholds [1] Summary by Relevant Sections - **Stock Performance**: From November 6 to November 19, 2025, the company's stock has closed at or above 130% of the current conversion price for 10 trading days [1] - **Redemption Conditions**: If the stock price remains at or above 130% of the conversion price for at least 15 out of any 30 consecutive trading days during the conversion period, it will trigger the conditional redemption clause of the "Yake Convertible Bonds" [1] - **Redemption Process**: Upon triggering the redemption clause, the company has the right to redeem all or part of the unconverted "Yake Convertible Bonds" at face value plus accrued interest, following the relevant regulations [1] - **Board Meeting Requirement**: The company will convene a board meeting on the day the conditions are met to decide whether to exercise the redemption right and will fulfill its information disclosure obligations [1]