Core Viewpoint - The silver market is experiencing a structural shortage for the fifth consecutive year, driven by limited mining output and increasing consumption in renewable energy, electronics, and other industrial sectors [5]. Group 1: Company Performance - China Silver Group (00815) saw its stock price rise by 4.41% to HKD 0.71, with a trading volume of HKD 10.27 million [5]. Group 2: Market Trends - Spot silver prices have surpassed USD 65 per ounce, marking one of the strongest rebounds in commodities for 2025 [5]. - Analysts from Guoxin Futures highlight that the rapid development of new energy and electronics industries is expanding silver's industrial applications, intensifying concerns over supply-demand gaps [5]. - Everbright Futures notes that upcoming non-farm payroll data may guide future Federal Reserve monetary policy, maintaining a cautiously optimistic outlook on silver [5]. Group 3: Price Dynamics - The market is witnessing a strong performance in precious metals, with silver prices rising faster than gold, contrasting with the previous three years where demand was primarily driven by cyclical purchases from European and American ETFs [5]. - According to Zhongjin, the international trade situation in 2025 is expected to disrupt the global macro environment, benefiting from a certainty premium amid uncertainty, leading to simultaneous increases in gold and silver prices [5].
中国白银集团早盘涨超4% 白银市场连续第五年出现结构性短缺