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A股贵金属板块持续走弱,中金黄金跌超5%
Mei Ri Jing Ji Xin Wen· 2025-12-09 06:27
(文章来源:每日经济新闻) 每经AI快讯,12月9日,A股贵金属板块持续走弱,中金黄金跌超5%,赤峰黄金、湖南白银、山东黄金 跟跌。 ...
A股贵金属板块持续走弱,中金黄金跌超5%,赤峰黄金、湖南白银、山东黄金跟跌。
Xin Lang Cai Jing· 2025-12-09 06:18
A股贵金属板块持续走弱,中金黄金跌超5%,赤峰黄金、湖南白银、山东黄金跟跌。 ...
LME铜库存注销,推动铜价走高 | 投研报告
Zhong Guo Neng Yuan Wang· 2025-12-09 06:03
Core Viewpoint - Recent data has increased the probability of the Federal Reserve further lowering interest rates in December, providing support for precious metal prices [2][3] Precious Metals - Gold price reached $4243.00 per ounce, up $51.95 from November 28, with a growth rate of 1.24% [2] - Silver price was $58.11 per ounce, increasing by $4.20 from November 28, reflecting a growth rate of 7.78% [2] - The core PCE price index for September showed a year-on-year increase of 2.8%, down from 2.9% previously, aligning with expectations [2] - The probability of a 25 basis point rate cut by the Federal Reserve in December has risen to 86.2% according to the CME Fedwatch tool [2] Copper and Aluminum - LME copper closed at $11616 per ton, up $631 from November 28, with a growth rate of 5.74% [4] - SHFE copper closed at 92720 yuan per ton, increasing by 5250 yuan from November 28, with a growth rate of 6.00% [4] - LME copper inventory was 162550 tons, up 3125 tons from November 28, but down 107975 tons year-on-year [4] - Domestic aluminum price was 22150 yuan per ton, up 720 yuan from November 28 [5] - LME aluminum inventory was 528300 tons, down 10750 tons from November 28, and down 158825 tons year-on-year [5] Tin - Domestic refined tin price was 314410 yuan per ton, up 14120 yuan from November 28, with a growth rate of 4.70% [7] - LME tin inventory was 3085 tons, down 75 tons from November 28 [7] - Supply disruptions and expectations of interest rate cuts have led to a significant increase in tin prices [7] Antimony - Domestic antimony ingot price remained stable at 171000 yuan per ton, unchanged from November 28 [8] - Both supply and demand are weak, leading to stable prices [8] Industry Ratings and Investment Strategies - Gold industry maintains a "recommended" investment rating due to the Federal Reserve's easing cycle [9] - Copper industry also holds a "recommended" investment rating due to ongoing tightness in copper supply [10] - Aluminum industry is rated "recommended" as supply remains rigid [11] - Tin industry is rated "recommended" with expectations of tight supply supporting prices [12] - Antimony industry is rated "recommended" following a rebound after a six-month price decline [13] Key Stock Recommendations - Gold industry recommends stocks such as Zhongjin Gold, Shandong Gold, Chifeng Jilong Gold, Shandong Gold International, and China National Gold [14] - Copper industry recommends stocks including Zijin Mining, Luoyang Molybdenum, Jincheng Mining, Western Mining, Cangge Mining, and Minmetals Resources [15] - Aluminum industry recommends stocks like Shenhuo Co., Yunnan Aluminum, Tianshan Aluminum, and China Hongqiao [16] - Antimony industry recommends Hunan Gold and Huaxi Nonferrous Metals [17] - Tin industry recommends stocks such as Xiyang Co., Huaxi Nonferrous Metals, and Xingye Silver Tin [17]
宏观与基本面双轮驱动,板块获持续关注,有色ETF基金(159880)盘中净申购400万份
Xin Lang Cai Jing· 2025-12-09 03:01
Group 1 - The core viewpoint of the articles indicates that the non-ferrous metal sector is experiencing fluctuations, with a notable focus on the potential emergence of a super cycle for industrial metals, particularly copper and aluminum, driven by supply-demand dynamics and macroeconomic factors such as interest rate cuts [1][2] - Dongyangguang (600673) leads the gains in the non-ferrous metal sector with a rise of 9.99%, while Yunnan Zhenye (002428) and Zhongtung Gaoxin (000657) also show positive performance [1] - The non-ferrous ETF fund (159880) is closely tracking the performance of the non-ferrous metal industry index, which includes 50 securities with significant scale and liquidity, reflecting the overall performance of listed companies in the non-ferrous metal sector [1] Group 2 - As of November 28, 2025, the top ten weighted stocks in the non-ferrous metal industry index account for 52.34% of the index, with major companies including Zijin Mining (601899) and Luoyang Molybdenum (603993) [2] - The non-ferrous ETF fund has various share classes available for investment, including A, C, and I classes [3]
中金黄金(600489)披露新任高级管理人员个人简历,12月8日股价下跌2.19%
Sou Hu Cai Jing· 2025-12-08 14:35
最新公告列表 《中金黄金股份有限公司新任高级管理人员个人简历》 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。 截至2025年12月8日收盘,中金黄金(600489)报收于22.35元,较前一交易日下跌2.19%,最新总市值为1083.37亿元。该股当日开盘22.71元,最 高22.8元,最低22.216元,成交额达15.56亿元,换手率为1.44%。 公司近日发布公告,披露新任高级管理人员个人简历。公告显示,李宏斌现任中金黄金股份有限公司党委委员、副总经理,其曾任陕西太白黄金 矿业有限责任公司党委书记、董事长,陕西太白金矿董事长、矿长,中金黄金股份有限公司总会计师。徐源现任中金黄金股份有限公司总会计 师,其曾任中国船舶重工股份有限公司财务部会计处处长、财务管理处处长。两位均具备硕士研究生学历及多项高级专业职称。 ...
中金黄金(600489) - 中金黄金股份有限公司新任高级管理人员个人简历
2025-12-08 09:15
李宏斌,男,汉族,1967年10月出生,中共党员,硕士 研究生,正高级会计师,高级黄金投资分析师。曾任陕西太 白黄金矿业有限责任公司党委书记、董事长,陕西太白金矿 董事长、矿长,曾任中金黄金股份有限公司总会计师;现任 中金黄金股份有限公司党委委员,副总经理。 中金黄金股份有限公司 新任高级管理人员个人简历 徐源,男,汉族,1985年7月出生,中共党员,硕士研究 生,正高级会计师、注册会计师、国际内审师、注册管理会 计师。曾任中国船舶重工股份有限公司财务部会计处处长、 财务管理处处长;现任中金黄金股份有限公司总会计师。 ...
贵金属板块12月8日跌1.34%,中金黄金领跌,主力资金净流出2.63亿元
Zheng Xing Xing Ye Ri Bao· 2025-12-08 09:04
证券之星消息,12月8日贵金属板块较上一交易日下跌1.34%,中金黄金领跌。当日上证指数报收于3924.08,上涨0.54%。深证成指报收于 13329.99,上涨1.39%。贵金属板块个股涨跌见下表: | | 贵金属板块 涨幅前10个股 | | | | | | --- | --- | --- | --- | --- | --- | | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | 300139 | 晓程科技 | 28.71 | 5.24% | 63.78万 | 17.90 | | 001337 | 四川黄金 | 27.95 | -0.29% | 9.64万 | 2.68 | | 000506 | 指全黄金 | 11.91 | -0.75% | 19.58万 | 2.301 | | 002237 | 恒邦股份 | 12.99 | -0.84% | 1 22.89万 | 2.961 | | 600988 | 赤峰黄金 | 30.74 | -0.97% | 28.91万 | 8.871 | | 002155 | 湖南黄金 | 21.17 | -1.35% | 34.49万 | ...
A股收评:创业板指一度涨超3%,CPO概念、福建板块爆发
Ge Long Hui· 2025-12-08 07:25
重磅会议指明年继续实施更加积极的财政政策和适度宽松的货币政策,A股三大指数今日集体走高,截 至收盘,沪指涨0.54%报3924点,深证成指涨1.39%,创业板指涨2.6%。全市场成交额2.05万亿元,较前 一交易日增量3127亿元,超3400股上涨。 | 排 好吗 | 名称 | 现价 | 涨跌 | 涨幅 | | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 3924.08 +21.27 +0.54% | | | | 399001 | 深证成指 | 13329.99 +182.31 | | +1.39% | | 900666 | 创业板指 | 3190.27 +80.97 | | +2.60% | 盘面上,CPO概念走高,天孚通信涨超19%,景旺电子等多股涨停;福建板块爆发,闽发铝业、厦门空 港等近二十股涨停;量子科技板块走高,福晶科技涨停;我国进入卫星互联网加速组网期,商业航天板 块拉升,航天动力等多股涨停;券商、通信设备、PCB、存储芯片、F5G及激光雷达等板块涨幅居前。 另外,煤炭、采掘行业股走低,广东宏大跌近6%;贵金属板块走弱,中金黄金领跌;公用事业、 ...
A股收评:沪指涨0.54%,创业板指一度涨超3%,福建板块、算力硬件及商业航天概念股走强,贵金属表现疲软
Jin Rong Jie· 2025-12-08 07:12
Market Overview - The A-share market saw a strong performance on December 8, with the Shanghai Composite Index rising by 0.54% to 3924.08 points, the Shenzhen Component Index increasing by 1.39% to 13329.99 points, and the ChiNext Index climbing by 2.6% to 3190.27 points. The total trading volume in the Shanghai and Shenzhen markets reached 2.04 trillion yuan, with over 3400 stocks rising [1] Hot Sectors Commercial Aerospace - The commercial aerospace sector showed significant strength, with Longzhou Co. achieving a four-day consecutive rise and Shunhao Co. and West Materials both experiencing two consecutive rises. This sector is buoyed by multiple positive news, including the upcoming launch of a satellite manufacturing facility aiming for 1000 satellites annually and SpaceX's new stock sale [2] Securities Sector - The securities sector experienced a rally, led by Xingye Securities and Dongbei Securities, with other major firms like Bank of China Securities and Huatai Securities also rising. The China Securities Regulatory Commission's chairman mentioned plans to widen capital space and leverage limits for brokerages, which could benefit margin trading and various business lines [3] CPO Concept - The CPO (Cloud Processing Optimization) concept surged, with Dongtian Micro reaching its daily limit and Tianfu Communication and Zhongji Xuchuang both hitting historical highs. The rise is attributed to the anticipated release of GPT-5.2 by OpenAI and the global upgrade of optical module industries driven by AI computing power demand [4] Institutional Insights Citic Securities - Citic Securities noted that before any unexpected changes in domestic demand, market fluctuations and structural opportunities will be the norm. They highlighted the potential undervaluation in traditional manufacturing and resource sectors, suggesting a focus on these areas for future investments [5] Everbright Securities - Everbright Securities indicated that recent expectations of a Federal Reserve rate cut, along with a warming overseas market and rising domestic policy expectations, have positively impacted the market. They recommend focusing on defensive and consumer sectors in the short term, while maintaining attention on TMT and advanced manufacturing sectors in the medium term [6] Guojin Securities - Guojin Securities observed that the market's main structural trends are becoming clearer, with a focus on industrial resource chains and non-bank financial institutions benefiting from capital expansion. They also highlighted opportunities in China's equipment exports and the recovery of consumer sectors due to increased capital inflow [7]
A股收评:放量上涨!创业板指一度涨超3%,CPO概念、福建板块爆发
Ge Long Hui· 2025-12-08 07:10
重磅会议指明年继续实施更加积极的财政政策和适度宽松的货币政策,A股三大指数今日集体走高,截至收盘,沪指涨0.54%报3924点,深证成指涨1.39%, 创业板指涨2.6%。全市场成交额2.05万亿元,较前一交易日增量3127亿元,超3400股上涨。 | 上证指数 | 深证成指 | 北证5C | | --- | --- | --- | | 3924.08 | 13329.99 | 1426.2 | | +21.27 +0.54% +182.31 +1.39% +17.90 +1 | | | | 科创20 | 创业板指 | 万得全/ | | 1350.80 | 3190.27 | 6315.4 | | +24.69 +1.86% +80.97 +2.60% +64.84 +1 | | | | 沪深300 | 中证500 | 中证A5( | | 4621.75 | 7172.37 | 5561.3 | | +37.22 +0.81% +74.53 +1.05% +47.61 +0 | | | | 中证1000 | 中证2000 | 中证红和 | | 7423.05 | 3145.73 | 5527.4 | | +8 ...