| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 (万元) | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | | | | | 2025-12-24 | 002738 | 中矿资源 | 75.38 | 9.32 | 702.54 机构专用 | | 机构专用 | 12月24日，中矿资源大宗交易成交9.32万股，成交额702.54万元，占当日总成交额的0.27%，成交价 75.38元，较市场收盘价75.38元持平。 ...

Group 1 - The core material for electrolytes, lithium hexafluorophosphate, has seen a price increase that exceeds market expectations, reaching an average price of 177,250 yuan per ton, which is over a 200% increase since early November [1] - The demand from energy storage and new energy vehicles has triggered a boom in the lithium battery industry chain, marking a turning point in industry prosperity since December 2025, with price increases expected to continue until the second quarter of 2026 due to supply-demand mismatches [1] - As of December 24, 2025, the CSI New Energy Vehicle Industry Index (930997) rose by 0.36%, with notable increases in component stocks such as Weichai Power (8.32%) and Zhongmin Resources (4.77%) [1] Group 2 - The CSI New Energy Vehicle Industry Index closely tracks the performance of 50 listed companies involved in the new energy vehicle sector, including manufacturers of electric vehicles, electric motors, battery equipment, and materials [2] - As of November 28, 2025, the top ten weighted stocks in the CSI New Energy Vehicle Industry Index accounted for 51.96% of the index, with leading companies including CATL, BYD, and Ganfeng Lithium [2]

中矿资源股价创出历史新高，截至9:51，该股上涨6.07%，股价报75.65元，成交量1372.56万股，成交金 额10.11亿元，换手率1.93%，该股最新A股总市值达545.81亿元，该股A股流通市值537.90亿元。 证券时报·数据宝统计显示，中矿资源所属的有色金属行业，目前整体涨幅为0.90%，行业内，目前股价 上涨的有111只，涨幅居前的有浩通科技、兴业银锡、中矿资源等，涨幅分别为7.18%、6.10%、 6.07%。股价下跌的有26只，跌幅居前的有章源钨业、翔鹭钨业、厦门钨业等，跌幅分别为6.27%、 5.31%、4.88%。 公司发布的三季报数据显示，前三季度公司共实现营业收入48.18亿元，同比增长34.99%，实现净利润 2.04亿元，同比下降62.58%，基本每股收益为0.2831元，加权平均净资产收益率1.68%。（数据宝） 两融数据显示，该股最新（12月23日）两融余额为21.95亿元，其中，融资余额为21.81亿元，近10日增 加9991.98万元，环比增长4.80%。 （文章来源：证券时报网） ...

Group 1: A-shares and Metal Sector Performance - The A-share non-ferrous metal sector showed strong performance on December 24, with Zhongkuang Resources rising over 6% and several other stocks like Shengda Resources and Xingye Silver Tin increasing by over 4% [1] - Specific stock price movements include Zhongkuang Resources at 76.19 with a 6.83% increase, Shengda Resources at 31.83 with a 4.53% increase, and Xingye Silver Tin at 36.85 with a 4.48% increase [2] Group 2: Precious Metals Price Movements - Spot gold prices surpassed $4,520 per ounce for the first time, with a daily increase of 0.84%, and a year-to-date increase of nearly $1,900 [2] - The price of spot silver also rose, reaching $72 per ounce, with a year-to-date increase of over 150% [2] - Platinum prices hit a historical high, breaking the $2,300 per ounce mark, with a cumulative increase of over 150% this year, marking the largest annual increase since data collection began in 1987 [3] Group 3: Copper and Other Industrial Metals - Copper futures broke the $12,000 per ton mark for the first time, with an annual increase of nearly 38%, potentially marking the largest annual increase since 2009 [4] - Domestic precious metal futures also rose, with platinum futures hitting the limit up, and both silver and palladium increasing by over 6% [5] Group 4: Future Price Predictions for Gold - The World Gold Council predicts that if the global economy slows and interest rates decline, gold prices may rise moderately; in the event of a "black swan" event, gold prices could increase by 15%-30% by 2026, potentially exceeding $5,000 [6] - Goldman Sachs has raised its 2025 gold price target to $4,800, citing expanding U.S. fiscal deficits and declining dollar credibility [6] - UBS has a more aggressive forecast, predicting gold prices could reach $5,000-$5,500 by 2026, emphasizing gold as a hedge against "de-globalization" risks [6]

交易信息汇总资金流向 中矿资源集团股份有限公司于2025年4月24日召开第六届董事会第十五次会议，审议通过申请广州期货 交易所碳酸锂指定交割厂库的议案。2025年12月22日，广州期货交易所发布公告，新增公司为碳酸锂期 货交割厂库，厂库地址位于江西省新余市高新技术开发区阳光大道1998号，自公告之日起生效。该资质 有助于公司整合现货市场、期货市场与交割厂库资源，提升抗风险能力与市场竞争力，对公司长期可持 续发展具有积极意义。 截至2025年12月23日收盘，中矿资源(002738)报收于71.32元，上涨4.04%，换手率3.72%，成交量26.43 万手，成交额18.73亿元。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 当日关注点 来自交易信息汇总：12月23日主力资金净流入5219.39万元，显示主力对个股关注度较高。 来自公司公告汇总：中矿资源新增为广州期货交易所碳酸锂指定交割厂库，自2025年12月22日起 生效。 12月23日主力资金净流入5219.39万元；游资资金净流入1597.25万元；散户资金净流出6816. ...

中矿资源集团股份有限公司 公司本次申请广期所碳酸锂指定交割厂库有利于公司将现货市场、期货市场和交割 厂库三者有机结合，进一步增强公司抗风险能力和市场竞争力，对公司长期健康、可持 续发展产生积极作用。 特此公告。 中矿资源集团股份有限公司董事会 证券代码：002738 证券简称：中矿资源 公告编号：2025-056 号 中矿资源集团股份有限公司 关于申请广州期货交易所碳酸锂指定交割厂库的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 中矿资源集团股份有限公司（以下简称"公司"或"本公司"）于 2025 年 4 月 24 日召开第六届董事会第十五次会议，审议通过了《关于申请广州期货交易所碳酸锂指定 交割厂库的议案》，同意公司下属子公司向广州期货交易所（以下简称"广期所"）申请 碳酸锂指定交割厂库的资质，授权所涉子公司及相关人员向广期所提交申请材料，并办 理具体相关事宜。具体内容详见公司于 2025 年 4 月 25 日在《中国证券报》《证券时报》 和巨潮资讯网（http://www.cninfo.com.cn）上的公告（公告编号：2025-013 号）。 ...

中矿资源公告称，2025年公司第六届董事会第十五次会议，同意下属子公司申请广期所碳酸锂指定交割 厂库资质。12月22日，广期所决定新增公司为碳酸锂期货交割厂库，厂库位于江西新余，自公告日起生 效。此次申请成功，利于公司结合现货、期货市场与交割厂库，增强抗风险能力与市场竞争力。 ...

格隆汇12月23日丨中矿资源(002738.SZ)公布，2025年12月22日，广期所发布了《关于调整碳酸锂期货 指定交割库的公告》（广期所发〔2025〕431号），决定新增公司为碳酸锂期货交割厂库，厂库地址为 江西省新余市高新技术开发区阳光大道1998号，自广期所公告之日起生效。公司本次申请广期所碳酸锂 指定交割厂库有利于公司将现货市场、期货市场和交割厂库三者有机结合，进一步增强公司抗风险能力 和市场竞争力，对公司长期健康、可持续发展产生积极作用。 ...

Market Overview - The A-share market saw a collective rise in the three major indices, with the Shanghai Composite Index up over 1% and the ChiNext Index up over 3%, with a total trading volume of 1.81 trillion yuan, an increase of 87 billion yuan from the previous day [1] - The market surge is attributed to three main factors: strong performance of brokerage stocks, significant trading activity in broad-based ETFs, and comments from a former Japanese central bank official opposing early interest rate hikes, easing global liquidity concerns [1] Sector Performance - The optical module sector experienced a strong breakout, with New Yi Sheng and Zhong Ji Xu Chuang topping the A-share capital inflow rankings. The ChiNext AI ETF (159363) surged 5% with a net subscription of 162 million units [1][6] - The "anti-involution" theme also performed well, with lithium carbonate futures seeing a sudden spike, leading to a 3.48% increase in the Chemical ETF (516020) and a 3.27% rise in the Nonferrous Metals ETF (159876) [2] Institutional Insights - Investment institutions are optimistic about the A-share market transitioning from a structural bull market to a more comprehensive bull market by 2026, with expectations of a gradual recovery in earnings [3][4] - J.P. Morgan highlighted that earnings will be key to the upward momentum of Chinese assets next year, with over one-third of sub-sectors currently in the revenue expansion quadrant [4] Key Stocks and ETFs - The top-performing stocks included Lian Te Technology, New Yi Sheng, and Tian Fu Communication, with significant price increases [6][7] - The Chemical ETF (516020) and Nonferrous Metals ETF (159876) have seen substantial inflows, indicating strong market interest in these sectors [13][19] Lithium Market Dynamics - The lithium carbonate futures market saw a dramatic increase, with prices nearing 109,860 yuan per ton, driven by supply-demand dynamics and regulatory changes affecting mining licenses [23] - The storage industry in China is expected to grow significantly over the next 3-5 years, driven by AI and data center demands, which will boost lithium demand [15] Future Outlook - Looking ahead to 2026, the chemical industry is expected to see improved profitability and dividend capabilities, with a focus on the "anti-involution" and global AI demand cycles [17] - The nonferrous metals sector is anticipated to benefit from supply-demand imbalances and geopolitical tensions, making it a core asset allocation target for the medium to long term [24]

责任编辑：小浪快报 从基金十大重仓股角度 数据显示，苏新基金旗下1只基金重仓中矿资源。苏新中证500指数增强A（022790）三季度持有股数 3.58万股，占基金净值比例为0.7%，位居第六大重仓股。根据测算，今日浮盈赚取约12.32万元。 12月23日，中矿资源涨5.02%，截至发稿，报71.99元/股，成交11.35亿元，换手率2.27%，总市值519.40 亿元。 截至发稿，林茂政累计任职时间359天，现任基金资产总规模5.35亿元，任职期间最佳基金回报33.1%， 任职期间最差基金回报0.4%。 资料显示，中矿资源集团股份有限公司位于北京市丰台区金泽路161号院1号楼-4至43层101内35层08， 成立日期1999年6月2日，上市日期2014年12月30日，公司主营业务涉及稀有轻金属(锂、铯、铷)资源开 发与利用、地质勘查技术服务与矿权投资、国际矿产品贸易和国际工程。主营业务收入构成为：销售商 品71.26%，其他18.70%，经营租赁9.22%，提供服务0.82%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、 ...