Market Overview - On September 11, the energy metals sector rose by 0.93% compared to the previous trading day, with Boqian New Materials leading the gains [1] - The Shanghai Composite Index closed at 3875.31, up 1.65%, while the Shenzhen Component Index closed at 12979.89, up 3.36% [1] Stock Performance - Boqian New Materials (605376) closed at 48.67, with a gain of 2.90% and a trading volume of 54,700 shares, amounting to a transaction value of 263 million yuan [1] - Shengdian Mining (600711) closed at 8.84, up 2.43%, with a trading volume of 979,100 shares and a transaction value of 853 million yuan [1] - Other notable performers include: - Sai Rui Aluminum (300618) at 53.04, up 2.00% [1] - Cangge Mining (000408) at 55.75, up 1.75% [1] - Huayou Cobalt (603799) at 51.65, up 1.27% [1] Capital Flow - The energy metals sector experienced a net outflow of 702 million yuan from institutional investors, while retail investors saw a net inflow of 453 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors pulling back while retail investors are more active [2] Individual Stock Capital Flow - Shengtun Mining (600711) had a net outflow of 83.81 million yuan from institutional investors, while retail investors contributed a net inflow of 30.98 million yuan [3] - Boqian New Materials (605376) saw a net inflow of 10.27 million yuan from institutional investors, but a net outflow of 13.89 million yuan from retail investors [3] - Other stocks like Rongjie Co. (002192) and Yongsan Lithium (603399) also showed varied capital flows, indicating differing investor sentiments across the sector [3]

Market Overview - The energy metals sector experienced a decline of 1.49% on September 9, with Hanrui Cobalt leading the drop [1] - The Shanghai Composite Index closed at 3807.29, down 0.51%, while the Shenzhen Component Index closed at 12510.6, down 1.23% [1] Individual Stock Performance - Xizang Mining (000762) closed at 23.00, up 0.57% with a trading volume of 367,400 shares and a transaction value of 850 million [1] - Ganfeng Lithium (002460) closed at 48.90, up 0.51% with a trading volume of 1,577,100 shares and a transaction value of 7.808 billion [1] - Cangge Mining (000408) closed at 55.82, up 0.25% with a trading volume of 131,600 shares and a transaction value of 732 million [1] - Rongjie Co., Ltd. (002192) closed at 38.18, down 0.55% with a trading volume of 179,600 shares and a transaction value of 66.89 million [1] - Yongxing Materials (002756) closed at 36.60, down 0.65% with a trading volume of 176,400 shares and a transaction value of 646 million [1] - Other notable declines include Tianqi Lithium (002466) down 2.32% and Shengxin Lithium Energy (002240) down 2.91% [1] Capital Flow Analysis - The energy metals sector saw a net outflow of 1.629 billion from institutional investors, while retail investors contributed a net inflow of 1.234 billion [2] - The table of capital flow indicates that Shengxin Lithium Energy (002240) had a net inflow of 45.42 million from retail investors despite a net outflow from institutional and speculative investors [3] - Other companies like Cangge Mining (000408) and Rongjie Co., Ltd. (002192) also experienced significant net outflows from institutional investors [3]

证券代码：300618 证券简称：寒锐钴业 公告编号：2025-042 南京寒锐钴业股份有限公司 关于为全资子公司向银行申请授信提供担保的公告 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。 南京寒锐钴业股份有限公司（以下简称"公司"）于 2025 年 4 月 17 日召开 第五届董事会第十一次会议，会议以 5 票同意，0 票反对，0 票弃权审议通过《关 于公司及子公司 2025 年度融资及担保额度的议案》，并经 2024 年年度股东大会 审 议 通 过 。 具 体 内 容 详 见 公 司 于 2025 年 4 月 18 日 在 巨 潮 资 讯 网 （http://www.cninfo.com.cn/）披露的《关于公司及子公司 2025 年度融资及担保额 度的公告》（公告编号：2025-010）。 一、担保情况概述 因公司业务发展需要，公司拟为全资子公司向银行申请授信提供担保， 赣州 寒锐新能源科技有限公司（以下简称"赣州寒锐"）向中国光大银行股份有限公 司南京分行（以下简称"光大银行南京分行"）申请不超过人民币 1.5 亿元敞口 授信，由公司为上述授信提供连 ...

证券之星消息，9月8日能源金属板块较上一交易日上涨3.49%，寒锐钴业领涨。当日上证指数报收于 3826.84，上涨0.38%。深证成指报收于12666.84，上涨0.61%。能源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) | | --- | --- | --- | --- | --- | --- | | 300618 | 塞锐铝业 | 52.10 | 9.34% | 52.52万 | 26.50亿 | | 002460 | 赣锋锂√ | 48.65 | 9.06% | 173.92万 | 81.35 Z | | 002240 | 盛新锂能 | 19.95 | 7.43% | 83.13万 | 15.88 Z | | 603799 | 华友钻业 | 53.20 | 4.83% | 154.78万 | 81.66亿 | | 002192 | 融捷股份 | 38.39 | 3.25% | 23.58万 | 8.89 Z | | 301219 | 腾远钻业 | 73.57 | 3.14% | 16.69万 | 12.21亿 | | 000762 | 西藏 ...

Group 1 - The core viewpoint of the news is that Hanrui Cobalt Industry has seen a significant increase in stock price, with a rise of 5.18% to 50.12 CNY per share, and a total market capitalization of 15.453 billion CNY [1] - Hanrui Cobalt Industry's main business involves the research, production, and sales of cobalt powder and other cobalt products, as well as copper products, with revenue composition being 56.72% from copper products, 39.47% from cobalt products, 2.73% from battery materials, and 1.07% from others [1] - The company is located in Jiangning District, Nanjing, Jiangsu Province, and was established on May 12, 1997, with its listing date on March 6, 2017 [1] Group 2 - Among the top ten circulating shareholders of Hanrui Cobalt Industry, a fund under Southern Fund, the Southern CSI 1000 ETF (512100), has recently entered the list, holding 1.9876 million shares, which accounts for 0.73% of the circulating shares [2] - The Southern CSI 1000 ETF has a total scale of 64.953 billion CNY and has achieved a return of 22.9% this year, ranking 1832 out of 4222 in its category, and a return of 59.53% over the past year, ranking 1314 out of 3795 [2] Group 3 - The fund manager of Southern CSI 1000 ETF is Cui Lei, who has been in the position for 6 years and 307 days, managing assets totaling 94.976 billion CNY [3] - During Cui Lei's tenure, the best fund return was 137.42%, while the worst return was -17.29% [3]

Group 1: Industry Overview - The non-ferrous metal sector is experiencing significant activity, with various companies in the resource layout and high-end powder materials, as well as battery materials, seeing stock price increases [1] - Companies are focusing on the development of nickel resources and high-performance materials to capitalize on the growing demand in the battery sector [2] Group 2: Company Highlights - Boqian New Materials (605376.SS) achieved a 10.00% increase in stock price, reaching 48.72 yuan, and is recognized as a leading producer of high-end metal powder materials, particularly nickel powder for MLCC production [1] - Dao Technology (300409.SZ) saw an 8.84% rise in stock price to 24.02 yuan, expanding its overseas nickel resource layout and developing a high-nickel project in Indonesia with a planned annual output of 20,000 tons [1] - Changsheng Technology (300073.SZ) increased by 8.37% to 52.30 yuan, partnering with Zhongwei Co. to develop nickel resources in Indonesia, aiming for an initial production line of 60,000 tons of nickel products [2] - Dongfang Electric Heating (300217.SZ) rose 7.06% to 5.61 yuan, successfully entering the lithium battery material sector with a project producing 20,000 tons of pre-plated nickel [2] - Hanrui Cobalt (300618.SZ) increased by 6.61% to 46.30 yuan, establishing a joint venture in Indonesia to expand its presence in the new energy metal sector [2] - Xingye Silver Tin (000426.SZ) saw a 6.04% increase to 23.35 yuan, with significant nickel resource reserves of 32.84 million tons, providing a solid foundation for future expansion in the nickel industry [3]

9月1日，A股市场继续上攻。尽管金融股表现不佳并拖累了大盘，但沪指仍微幅上涨。 科技成长股依旧火热，创业板指逼近3000点。市场交易活跃度较高，日成交额微降至2.78万亿元，但市场分化明 显，有3208只个股收涨。截至8月29日，沪深京两融余额增至2.26万亿元。 多位受访人士表示，当下需要注意一些风险。例如，TMT（科技、媒体和通信）与医药板块短期交易拥挤，融资 盘占比抬升。一旦监管层对量化交易或两融窗口指导，高弹性板块可能出现剧烈回撤。预计本周指数仍将呈"沪稳深 强"的震荡抬升格局，即沪指在3850至3930点区间反复拉扯，创指则有望挑战2600点上方的筹码密集区。 3208只个股收涨 | 名称 | . | ****** | 最新 | 总市值 | 成交额 | 周涨幅% | 月涨幅% | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 有色金属(申) | | | 3.46 6635.29 | 41773 Z | 1763亿 | BA6 | 346 | 53.67 | | 院程科技 | 1 | 13.43 | 22.38 ...

Core Insights - The energy metals sector experienced a rise of 2.59% on September 1, with Hanrui Cobalt leading the gains [1] - The Shanghai Composite Index closed at 3875.53, up 0.46%, while the Shenzhen Component Index closed at 12828.95, up 1.05% [1] Energy Metals Sector Performance - Key stocks in the energy metals sector showed significant price increases, with Sai Rui Aluminum rising by 10.14% to a closing price of 45.74 [1] - Other notable performers included Tengyuan Diamond (up 7.75% to 72.98), and Blue Electric Mining (up 6.12% to 9.19) [1] - The total trading volume for Sai Rui Aluminum was 420,700 shares, with a transaction value of 1.839 billion yuan [1] Capital Flow Analysis - The energy metals sector saw a net inflow of 97.6881 million yuan from institutional investors, while retail investors experienced a net outflow of 1.57 billion yuan [2][3] - Among individual stocks, Huayou Cobalt had a net inflow of 440 million yuan from institutional investors, but a net outflow of 240 million yuan from retail investors [3] - Tengyuan Diamond attracted a net inflow of 88.5359 million yuan from institutional investors, with retail investors showing a net outflow of 751.11 million yuan [3]

Investment Rating - The report maintains an "Overweight" rating for the non-ferrous metals sector [1]. Core Views - The non-ferrous metals sector saw a strong performance with a weekly increase of 7.16%, ranking second among all primary industries [14]. - The optimism in the industrial metals market is driven by expectations of a demand peak in China and the anticipation of interest rate cuts by the Federal Reserve [1][27]. - Gold is expected to have significant upward potential due to challenges to the independence of the Federal Reserve and declining real interest rates [4][50]. Summary by Sections Market Review - The Shanghai Composite Index rose by 0.84%, with the non-ferrous metals sector outperforming by 6.32 percentage points [14]. - All sub-sectors within non-ferrous metals experienced gains, with small metals up 12.02%, new materials up 5.67%, energy metals up 2.89%, precious metals up 7.22%, and industrial metals up 6.95% [14]. Industrial Metals - **Copper**: As of August 29, LME copper closed at $9,902/ton, up 1.08% week-on-week, while SHFE copper closed at ¥79,410/ton, up 0.91% [34]. Supply is tightening due to maintenance in domestic smelting plants and a reduction in Codelco's production target [34]. - **Aluminum**: LME aluminum closed at $2,619/ton, down 0.11%, while SHFE aluminum closed at ¥20,740/ton, up 0.53% [37]. The theoretical operating capacity of China's electrolytic aluminum industry increased to 44.035 million tons [39]. - **Zinc**: LME zinc closed at $2,814/ton, up 0.30%, while SHFE zinc closed at ¥22,140/ton, down 0.61% [41]. - **Tin**: LME tin closed at $34,950/ton, up 3.26%, and SHFE tin closed at ¥278,650/ton, up 4.78% [46]. Precious Metals - **Gold**: As of August 29, COMEX gold closed at $3,516.10/oz, up 2.89%, and SHFE gold closed at ¥785.12/g, up 1.52% [50]. The report highlights the significant challenge to the Federal Reserve's independence and the potential for further declines in real interest rates, which could drive gold prices higher [4][51]. The demand for gold in China is strong, with net imports through Hong Kong expected to reach 43.923 tons by July 2025, reflecting a 126.81% increase [51].

Investment Rating - The report maintains a standard rating for the non-ferrous metals industry, indicating a positive outlook for investment in this sector [1]. Core Insights - The non-ferrous metals industry has seen a significant increase in performance, with an overall rise of 8.37% in the last two weeks, outperforming the CSI 300 index by 1.41 percentage points, ranking 5th among 31 industries [2][11]. - The small metals and new materials sectors have shown particularly strong performance, with increases of 21.87% and 13.84% respectively in the same period [2][16]. - The report highlights the positive impact of government policies on the rare earth sector, leading to a rapid price recovery for rare earth products [4][72]. Industry Analysis Market Performance - As of August 28, 2025, the non-ferrous metals industry has increased by 16.08% this month and 44.99% year-to-date, ranking 5th and 2nd respectively among 31 industries [11][12]. - The small metals sector has surged by 77.45% year-to-date, while the new materials sector has risen by 55.77% [16]. Price Trends - As of August 28, 2025, key prices include: - LME copper at $9,839.50 per ton - LME aluminum at $2,607 per ton - LME lead at $1,988 per ton - LME zinc at $2,787 per ton - LME nickel at $15,300 per ton - LME tin at $34,825 per ton [22]. - The rare earth price index reached 226.27, up 21.16 from early August, with specific prices for praseodymium-neodymium oxide averaging 604 yuan per kilogram [41][72]. Company Performance - Notable companies in the sector include: - China Rare Earth (000831) and Kingstone Permanent Magnet (300748), which are recommended for attention due to their strong market positions [73]. - In the last two weeks, the top-performing stocks include Zhangyuan Tungsten (57.70%), Kingstone Permanent Magnet (54.48%), and Northern Rare Earth (46.39%) [18][20]. - Year-to-date, the top gainers are Copper Crown Copper Foil (217.60%), Zhongzhou Special Materials (211.00%), and Northern Rare Earth (165.00%) [20].