Group 1 - Silver prices have reached a historic high, surpassing $57 per ounce, driven by supply tightness and expectations of a rate cut by the Federal Reserve in December [1] - The market is experiencing a significant influx of silver, with approximately 54 million ounces entering the London market recently, yet supply remains tight, as evidenced by high borrowing costs for one-month silver [1] - The Shanghai Futures Exchange has reported a drop in silver inventories to the lowest level in nearly a decade, indicating pressure on other trading centers [1] Group 2 - The U.S. Geological Survey has listed silver as a "critical mineral," which may lead to potential tariff discussions, adding new trade risks for the silver market [2] - Since early October, 75 million ounces of silver have been withdrawn from New York Comex warehouses, causing traders to be cautious about shipping silver overseas, further tightening the overseas market [2] Group 3 - China Silver Group (00815) reported a total revenue of 4.319 billion yuan in 2024, a year-on-year decrease of 20.97%, and a net profit of 9.966 million yuan, down 31.5% [3] - Zijin Mining (601899) (02899) achieved a revenue of 78.928 billion yuan in its first quarter, a year-on-year increase of 5.55%, with a net profit of approximately 10.167 billion yuan, up 62.39%, indicating strong growth potential [3] - Jiangxi Copper (00358) has a small share of silver production (approximately 3.25%), but its silver output is stable and internationally competitive, which could provide additional revenue if silver prices continue to rise [3]
白银价格再创历史新高 年内累涨近90%（附概念股）
Zhi Tong Cai Jing·2025-12-01 02:06