"1月8日调整新能源出口退税政策出台后，海外客户尤其是中东客户的网络询价减少了许多，他们是价 格敏感型，一听涨价就不买了。"1月29日，一元电气科技有限公司(以下简称一元电气)常驻义乌新能源 市场的销售人员小王(化名)说。 一元电气的主营产品逆变电源(INV)、储能锂电池受到政策影响还不算大。主营光伏组件的苏州乐能光 伏电力股份有限公司(以下简称乐能光伏)销售经理大余(化名)称，如今组件价格涨幅已远远超出税率变 化，背后原因是辅材中的金属价格大涨。 "现在是组件价格跟着金属期货走，上午银价涨了，下午组件就涨价，而且过去客户询价后一周内基本 会下单，现在今天定的价，明天可能就亏了，导致客户观望情绪严重。"大余说。 1月28日起，《每日经济新闻》记者走访了义乌国际商贸城二区东的新能源市场，了解到在出口退税政 策调整叠加银、铜、铝等金属价格大涨的背景下，中小光伏企业陷入报价接单两难困境，这场政策与市 场的双重冲击，正倒逼其重新审视生存策略。 毁约情形愈发严重 小王表示，目前公司没有备货，当前客户下单需等到三、四月份才能完成生产交货，所以公司只涨价 5%~10%，造成的影响是海外客户询价减少了很多。 "目前国内市场供 ...

Group 1 - The global mining machinery market is projected to reach a size of approximately $135 billion in 2024, with a high-margin aftermarket segment accounting for nearly 50% of the market [1] - The market distribution includes surface mining (40%), underground mining (25%), crushing (15%), drilling (10%), and processing (5%), with key products being excavators, mining trucks, loaders, bulldozers, drilling machines, and grinders [1] - The aftermarket revenue for companies like Caterpillar and Komatsu in the mining machinery sector can reach as high as 60%-70% [1] Group 2 - Rising metal prices are driving an increase in capital expenditure, with a lag of about 1-2 years from price changes to mining investment, and a further 3-5 years for capacity release [2] - Historical data shows that gold grades have significantly declined from an average of 5g/ton in the 1980s to 0.9g/ton in 2024, leading to increased capital intensity in mining operations [2] - The combination of high metal prices and declining ore grades is expected to create a strong upward pull on mining capital expenditure [2] Group 3 - Chinese manufacturers are gradually increasing their participation in the global mining market, driven by the lack of domestic resources and slow technological advancements in large-tonnage products [3] - Major foreign companies like Caterpillar and Komatsu currently dominate the market, holding over 50% market share in mining and transportation segments [3] - Chinese brands are leveraging advantages in cost-effectiveness and new technologies, particularly in electrification and automation, to gain a competitive edge in both mid-low and high-end markets [3] - Investment recommendations include companies such as SANY Heavy Industry, XCMG Machinery, SANY International, Naipu Mining Machinery, Tongli Co., and Northern Heavy Industries [3]

Group 1 - Prices for gold, copper, and other metals are experiencing significant volatility, described as going "absolutely bonkers" by a Marex analyst [1]

Core Viewpoint - The London Metal Exchange (LME) has seen a broad increase in metal prices, with several commodities reaching new highs [1] Price Movements - Three-month copper on the LME rose by 7.05%, reaching $14,009.0 per ton [1] - Three-month lead on the LME increased by 1.56%, reaching $2,048.5 per ton [1] - Three-month tin on the LME rose by 2.32%, reaching $57,250.0 per ton [1] - Three-month zinc on the LME increased by 2.87%, reaching $3,460.5 per ton [1] - Three-month nickel on the LME rose by 3.05%, reaching $18,828.0 per ton [1]

SMM联合制作联系人 刘明康 156 5309 0867 在墨西哥，该公司表示正与现政府磋商，计划重启逾100亿美元投资项目——此前这些项目在前政府时期因许可暂停而搁置。 受墨西哥国家石油公司（Pemex）暂停四座海上石油平台运营及汇率波动影响，Grupo Mexico基础设施部门本季度转为净亏损，拖累整体业绩表现。 （文华综合） 作为全球最大的铜消费国，中国产业链面临三大挑战：上游资源对外依存度攀升、中游加工环节产能过剩、下游需求受高铜价抑制。为助力行业应对变局， 上海有色网携手铜产业链企业联合编制《2026中国铜产业链分布图》中英双语版，点击此链接即可免费领取铜产业链分布图： https://s.wcd.im/v/470opZ19l/。 1月27日（周二），全球最大铜生产商之一墨西哥集团（Grupo Mexico）宣布，其第四季度净利润几乎翻倍，受金属价格上涨和销量增长推动，抵消了因石 油平台停运导致的基础设施业务疲软以及外汇不利因素的影响。 产量增长推动盈利提升，铜产量增长2%，黄金产量跃升14%。该公司表示，金属价格同样大幅上涨：铜价上涨22%，银价上涨74%，金价上涨56%。 这家矿业巨头计划未来十 ...

每经AI快讯，1月27日，伦敦金属交易所三个月期锡价飙升6.6%，创下每吨57,800美元的历史新高。 每经AI快讯，1月27日，伦敦金属交易所三个月期锡价飙升6.6%，创下每吨57,800美元的历史新高。 ...

声明：市场有风险，投资需谨慎。本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 责任编辑：小浪快报 2026年1月27日，白银有色（维权）（sh601212）触及涨停，涨停价12.55元，涨幅9.99%，总市值929.30 亿元，流通市值929.30亿元，截止发稿，总成交额67.35亿元。 根据喜娜AI异动分析，白银有色涨停原因可能如下，营业收入增长+黄金业务拓展+金属价格上涨： 1、 白银有色2025年三季度营收同比增长70.72%，主要产品产销量均有提升，这显示公司经营规模在扩 大，为股价上涨提供了一定支撑。此外，公司设立黄金子公司（注册资本15亿）并竞买金矿探矿权，积 极拓展黄金业务，有望培育新的增长点。 2、有色金属及贵金属产品市场价格同比上升，对公司业绩产 生积极影响。 ...

Core Insights - Gold and copper prices are currently near record highs, driven by different market dynamics [1] Group 1: Gold Market - Gold prices are elevated due to increased demand as a safe-haven asset amid economic uncertainties and geopolitical tensions [1] - Central banks are actively purchasing gold, contributing to the upward pressure on prices [1] - The price of gold has seen significant increases, reflecting investor sentiment and market conditions [1] Group 2: Copper Market - Copper prices are rising primarily due to strong demand from the renewable energy sector and electric vehicle production [1] - Supply chain disruptions and reduced mining output have also contributed to the price surge [1] - The industrial applications of copper are driving its demand, contrasting with gold's status as a financial asset [1]

（责任编辑：张晓波 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 每经AI快讯，1月23日，伦锡日内涨超4%，报53100美元/吨。 每日经济新闻 ...

（责任编辑：张晓波 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 每经AI快讯，1月21日，伦锡日内涨超2%，报50495美元/吨。 每日经济新闻 ...