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A股午评:沪指时隔逾10年再站上3900点!黄金、有色金属、半导体板块爆发
Ge Long Hui· 2025-10-09 03:44
另外,影视院线板块跌幅居前,华策影视跌超12%,横店影视、中国电影跌停,2025年国庆档票房破18 亿元,不及去年同期;白酒股走低,古井贡酒、皇台酒业、金徽酒跌超3%;地产股普跌,深深房A一 度触及跌停,张江高科跌超9%。(格隆汇) 节后首个交易日,A股三大指数高开高走,沪指涨1.24%,时隔逾10年再度站上3900点,深成指涨 1.75%,创业板指涨1.77%,北证50涨0.25%。沪深京三市半日成交额17269亿元,较上日放量3571亿 元,全市场3200只个股上涨。 盘面上,国际金价昨日突破4000美元大关后屡创新高,黄金、有色金属板块大涨,赤峰黄金、四川黄 金、江西铜业、白银有色等涨停;可控核聚变概念表现强势,国光电气、哈焊华通、中洲特材20cm涨 停,近日中国核聚变装置BEST建设取得关键突破;半导体板块爆发,灿芯股份、华虹公司20cm涨停, 均创历史新高;稀土永磁概念股集体上涨,安泰科技涨停,金力永磁、中矿资源涨超8%,商务部对境 外相关稀土物项实施出口管制。 ...
权重股大幅上涨,新能车ETF(515700)涨超3.7%持续创年内新高
Xin Lang Cai Jing· 2025-10-09 03:05
新能车ETF紧密跟踪中证新能源汽车产业指数,中证新能源汽车产业指数选取50只业务涉及新能源整车、电机电控、锂电设备、电芯电池、电池材料等新能 源汽车产业的上市公司证券作为指数样本,反映新能源汽车产业龙头上市公司证券的整体表现。 数据显示,截至2025年9月30日,中证新能源汽车产业指数(930997)前十大权重股分别为宁德时代(300750)、汇川技术(300124)、比亚迪(002594)、亿纬锂能 (300014)、三花智控(002050)、华友钴业(603799)、赣锋锂业(002460)、先导智能(300450)、长安汽车(000625)、天赐材料(002709),前十大权重股合计占比 54.61%。 截至2025年10月9日 10:44,中证新能源汽车产业指数(930997)强势上涨3.73%,成分股当升科技(300073)上涨11.76%,赣锋锂业(002460)上涨10.00%,天齐锂 业(002466)上涨9.31%,汇川技术(300124),中矿资源(002738)等个股跟涨。新能车ETF(515700)上涨3.63%, 冲击3连涨。最新价报2.63元。拉长时间看,截 至2025年9月30日 ...
五矿证券-A股锂矿行业2025半年报梳理分析:行业缓出清,周期慢企稳
Xin Lang Cai Jing· 2025-10-09 02:51
事件描述 2)归母净利润:毛利润减少叠加存货减值损失,归母净利润同比-9%; A股12家涉及锂矿&锂盐业务企业均已披露2025半年报,我们从价格、产量、库存、营业收入、归母净 利润、毛利率&净利率、费用、资本支出和偿债能力九大方向进行分析,通过样本企业观测市场整体变 化趋势,以寻求锂行业周期拐点启示。 12家样本企业为: 天齐锂业 、 中矿资源 、 盛新锂能 、 雅化集团 、 融捷股份 、 永兴材料 、 江特电 机 、 盐湖股份 、 藏格矿业 、 西藏矿业 、 天华新能 、 华友钴业 (以上排名不分先后)。 事件点评 通过我们对A股12家锂矿企业2025半报的梳理,我们发现:1.市场方面: 1)价格:2025Q2锂资源出清不及预期,锂价持续探底至6万元/吨位置; 2)产量:2025Q2中国锂盐产量增速放缓; 3)库存:需求低迷下,锂盐社会库存高位累库维持在15万吨以上水平。 2.上市公司业绩层面: 1)营业收入:2025Q2上市公司以量补价,营业收入同比+3%; 2、需关注锂价下跌带来公司资产减值和投资收益下降的可能性。 3)毛利率&净利率:2025Q2毛/净利率为22.36%/9.13%,出现反转趋势; 4 ...
A股锂矿行业2025半年报梳理分析:行业缓出清,周期慢企稳-20251009
Minmetals Securities· 2025-10-09 02:13
Investment Rating - The industry investment rating is "Positive" [4] Core Viewpoints - The lithium mining industry is experiencing a gradual stabilization after a period of clearing out excess inventory, with signs of a cyclical turning point approaching [2][3] - The report highlights that the performance of listed lithium companies is under pressure due to declining lithium prices and increased inventory levels, but there are indications of potential recovery in the second half of 2025 [8][10] Market Analysis - Lithium prices fell to 60,000 yuan/ton in Q2 2025, down from 74,000 yuan/ton, reflecting a continued downward trend due to oversupply [10] - The production growth rate of lithium salts in China slowed, with Q2 2025 production at 299,000 tons, a year-on-year increase of 4% [11] - Social inventory of lithium salts remained high at over 150,000 tons due to weak demand [16] Company Performance - The total operating revenue of the 12 listed lithium companies reached 35.36 billion yuan in Q2 2025, a year-on-year increase of 3% [21] - The net profit attributable to shareholders decreased by 9% year-on-year to 3.227 billion yuan in Q2 2025, impacted by reduced gross profit and inventory impairment losses [25] - The gross margin for the companies was 22.36%, showing a reversal trend, while the net margin was 9.13% [33][36] Financial Metrics - The total expenses for the 12 companies amounted to 2.287 billion yuan in Q2 2025, a decrease of 16.3% year-on-year [40] - Capital expenditures for the companies totaled 11.5 billion yuan in H1 2025, indicating a slowdown in investment as the industry approaches a cyclical bottom [53] - The debt repayment capability remains stable, with an average cash ratio of 0.64 and a debt-to-asset ratio of 26.25% [61][62]
中矿资源集团股份有限公司 关于公司为全资子公司融资租赁业务提供担保的公告
登录新浪财经APP 搜索【信披】查看更多考评等级 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。 一、融资租赁及担保情况概述 上述担保金额处于公司董事会和股东会审议通过的2025年度对外担保额度预计范围之内,无需再提交公 司董事会和股东会审议。 二、被担保人基本情况 1. 基本情况 ■ 2.主要财务指标如下: ■ 3.中矿资源(江西)锂业有限公司不属于失信被执行人。 为加快推进业务发展,拓宽融资渠道,中矿资源集团股份有限公司(以下简称"公司"或"本公司")之全 资子公司中矿资源(江西)锂业有限公司(以下简称"江西中矿锂业")拟作为承租人与远东宏信(天 津)融资租赁有限公司(以下简称"远东租赁")开展售后回租融资租赁业务,融资额度不超过人民币 22,000.00万元。公司为江西中矿锂业向远东租赁提供不可撤销的连带责任保证担保。 公司于2025年5月15日召开的2024年度股东会审议通过了《关于公司及子公司2025年度对外担保额度预 计的议案》,同意公司为合并报表范围内的各级全资及控股子公司(包含现有及授权期新设立、收购等 方式取得的纳入公司合并报表范围内的各级全 ...
东兴证券晨报-20250930
Dongxing Securities· 2025-09-30 11:00
Core Insights - The report highlights the robust growth and diversification of the cultural and tourism industry, with the cultural industry expected to achieve a revenue of 19.14 trillion yuan in 2024, a 37.7% increase from 2020 [3] - The report emphasizes the strategic partnerships and expansions in the mining sector, particularly focusing on the lithium, cesium, and copper resources, which are expected to enhance the company's growth potential [6][7][9] - The semiconductor testing sector is experiencing rapid growth, with significant orders and revenue increases, indicating a strong market demand for advanced testing equipment [14][18] Economic Policies and Developments - The National Development and Reform Commission announced a new policy tool with a total scale of 500 billion yuan to support project capital, particularly in AI and smart terminal applications [2] - The Ministry of Industry and Information Technology has granted satellite mobile communication licenses to major telecom operators, enhancing communication capabilities in remote areas [2] - The Ministry of Culture and Tourism reported a significant recovery in the tourism sector, with domestic travel and spending showing high growth rates post-pandemic [3] Company-Specific Developments - Zhongwei Co. signed a strategic cooperation framework agreement with Xiamen Tungsten New Energy Materials, focusing on key battery materials for emerging sectors [5] - Huayou Cobalt's subsidiary signed a supply agreement with LGES for a total of approximately 76,000 tons of ternary precursor products from 2026 to 2030 [5] - The report indicates that the company has successfully acquired significant mining rights in Zambia and Namibia, enhancing its resource base and production capabilities [8][9] Industry Trends - The report notes a shift in the highway sector towards high dividend stocks, with several companies experiencing significant stock price adjustments, making them attractive for investors seeking stable returns [21][22] - The semiconductor testing equipment market is expanding rapidly, driven by demand from the AI and storage sectors, with the company achieving substantial revenue growth in this area [14][15][18] - The mining industry is diversifying into multi-metal resources, with a focus on copper and other metals, which are expected to provide new growth avenues for the company [9][10]
铯铷行业深度(Ⅱ):消费结构改善叠加新兴需求爆发,全球铯铷盐需求曲线或持续右移-东兴证券
Sou Hu Cai Jing· 2025-09-30 08:36
Group 1 - The report from Dongxing Securities focuses on the development of the cesium and rubidium industry, analyzing resource characteristics, market demand, supply-demand patterns, and key enterprises to provide investment references for the industry [1] - Cesium and rubidium are rare light metals with scarce resources and high extraction difficulty. The global supply of cesium is expected to be less than 40 tons in 2024, with prices reaching 4 million yuan per ton [1][2] - The global demand for cesium and rubidium is clearly on the rise, driven by three main factors: consumption structure upgrades in China, the explosive demand from perovskite solar cells, and improvements in rubidium supply [2][9] Group 2 - In 2020, global cesium consumption was 2,400 tons, with the United States (960 tons, 40%), China (800 tons, 33%), and Japan (300 tons, 14%) being the main consumers. The U.S. consumption is concentrated in high-tech fields (80%), while China's is primarily in traditional sectors (89%) [2][25] - By 2025, China's cesium demand is expected to reach 1,016 tons, a 27% increase from 2020, driven by advancements in atomic clocks and ion thrusters alongside the development of 5G and aerospace [2][36] - The global cesium and rubidium salt demand is projected to grow from 2,466 tons in 2025 to 4,600 tons in 2027, with a compound annual growth rate (CAGR) of 36.6% [9][50] Group 3 - The supply side is dominated by leading companies, with Zhongmin Resources controlling over 80% of global cesium lepidolite resources. By Q3 2025, the total production capacity is expected to reach 1,500 tons, accounting for over 50% of global capacity [3][10] - The global supply of cesium and rubidium salts is expected to be 2,210 tons in 2025, 3,135 tons in 2026, and 4,550 tons in 2027, indicating a gradual narrowing of the supply-demand gap [10][50] - The report recommends companies such as Zhongmin Resources and Jinyin Galaxy as key players in the cesium and rubidium industry [11][56]
行业深度():消费结构改善叠加新兴需求爆发,全球铯铷盐需求曲线或持
Dongxing Securities· 2025-09-29 10:12
Investment Rating - The report maintains a positive outlook on the rare metal industry, specifically focusing on cesium and rubidium resources, indicating a favorable investment environment [3]. Core Insights - The global demand for cesium and rubidium salts is expected to continue increasing, driven by improvements in consumption structure and emerging demands, particularly in high-tech applications and new energy sectors [7][8]. - The report highlights that the cesium and rubidium market is entering a rapid expansion phase, with supply and demand expected to rise simultaneously [9]. Summary by Sections 1. Cesium and Rubidium: Unique Properties and Applications - Cesium (Cs) is a rare light metal with unique physical and chemical properties, making it valuable in various applications, including electronics, catalysts, and medical diagnostics [5][24]. - Rubidium (Rb) is even rarer than cesium, primarily produced as a byproduct of lithium and cesium mining, and shares similar applications [19][24]. 2. Global Demand for Cesium and Rubidium Salts - Global cesium consumption in 2020 was 2,400 tons, with the US, China, and Japan being the top consumers [6][28]. - The demand for cesium in China is projected to reach 1,016 tons by 2025, a 27% increase from 2020, driven by advancements in high-tech applications [38][39]. - The report anticipates a compound annual growth rate (CAGR) of 32.7% for global cesium and rubidium salt demand from 2025 to 2027 [8][54]. 3. Recommended Companies - Zhongkuang Resources is identified as a leading player in the cesium and rubidium sector, controlling over 80% of global cesium resources and possessing significant production capabilities [57][58]. - Jinyin Galaxy is also mentioned as a key company in the industry, contributing to the expansion of cesium and rubidium salt production [57].
小金属板块9月29日涨1.41%,中矿资源领涨,主力资金净流出8961.59万元
证券之星消息,9月29日小金属板块较上一交易日上涨1.41%,中矿资源领涨。当日上证指数报收于 3862.53,上涨0.9%。深证成指报收于13479.43,上涨2.05%。小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) | | | --- | --- | --- | --- | --- | --- | --- | | 002738 | 中矿资源 | 47.79 | 7.25% | 37.03万 | | 17.28亿 | | 600459 | 贵研铂业 | 16.75 | 4.04% | 39.66万 | | 6.60亿 | | 002167 | 东方错业 | 13.98 | 3.48% | 37.49万 | | 5.18亿 | | 000960 | 锡业股份 | 21.04 | 3.09% | 30.06万 | | 6.24亿 | | 002842 | 翔鹭钨业 | 10.67 | 2.50% | 17.30万 | | 1.83亿 | | 301026 | 浩通科技 | 29.61 | 2.42% | 4.90万 | | 1.45亿 | | 600 ...
中矿资源:公司及控股子公司对外实际发生担保总额为约24.11亿元
Mei Ri Jing Ji Xin Wen· 2025-09-29 08:07
Group 1 - Company Zhongmin Resources announced a total guarantee amount of RMB 4.12 billion, accounting for 33.82% of the audited net assets attributable to shareholders as of December 31, 2024 [1] - The actual guarantee amount that has occurred is approximately RMB 2.41 billion, representing 19.79% of the audited net assets attributable to shareholders as of December 31, 2024 [1] - For the first half of 2025, the revenue composition of Zhongmin Resources is as follows: 40.01% from lithium battery new energy raw material development, 21.67% from rare light metal resource development (cesium and rubidium), 21.11% from other business income, 16.83% from trade, and 0.38% from solid mineral exploration technical services [1] Group 2 - The market capitalization of Zhongmin Resources is currently RMB 34.5 billion [2]