近期，国际白银市场迎来历史性行情，价格攀升并走出独立上涨走势。强劲的市场热度同步传导至A股 市场，白银概念股涨幅表现颇为突出。 据悉，白银作为催化剂、导电触电材料以及抗微生物剂等，被广泛应用在电子、可再生能源以及医疗卫 生等工业主要增长领域。 根据世界白银协会预测，2025年全球白银市场仍将出现约9500万盎司的结构性供应缺口，为白银连续第 5年呈现供不应求格局。 白银需求大幅增长 白银价格如此强势，究竟是何原因？ 格上基金研究员托合江表示，目前全球白银库存持续处于历史低位，实物供应紧张加剧，这也形成 了"低库存+高需求"的逼空格局，叠加市场情绪与资金行为，助推了白银价格的加速上行。 业内人士认为，白银此番大幅上涨，标志着它不再是黄金的"附属品"。市场正逐渐意识到，白银的上涨 不仅基于其避险属性，更源于其结构性稀缺的现状与飞速增长的工业需求。 白银价格涨幅翻倍 今年以来，国际银价持续走高，伦敦银现涨幅已达到100%以上。 据证券时报·数据宝统计，截至12月8日20时43分，伦敦银现报58.435美元/盎司。12月5日，该品种以 2.1%的涨幅收盘，展现出较强的短期上行动能。 据经济日报消息，2025年全球白银 ...

近期，国际白银市场迎来历史性行情，价格攀升并走出独立上涨走势。强劲的市场热度同步传导至A股 市场，白银概念股涨幅表现颇为突出。 格上基金研究员托合江表示，目前全球白银库存持续处于历史低位，实物供应紧张加剧，这也形成 了"低库存+高需求"的逼空格局，叠加市场情绪与资金行为，助推了白银价格的加速上行。 业内人士认为，白银此番大幅上涨，标志着它不再是黄金的"附属品"。市场正逐渐意识到，白银的上涨 不仅基于其避险属性，更源于其结构性稀缺的现状与飞速增长的工业需求。 据悉，白银作为催化剂、导电触电材料以及抗微生物剂等，被广泛应用在电子、可再生能源以及医疗卫 生等工业主要增长领域。 据经济日报消息，2025年全球白银需求端出现爆发式增长。光伏产业成为最大"用银大户"。2025年全球 光伏业用银量达7560吨，较2022年实现翻番增长，占全球白银总需求的比重从2022年的20%飙升至 55%，改变了白银的传统需求结构。 白银价格涨幅翻倍 今年以来，国际银价持续走高，伦敦银现涨幅已达到100%以上。 据证券时报·数据宝统计，截至12月8日20时43分，伦敦银现报58.435美元/盎司。12月5日，该品种以 2.1%的涨幅收盘 ...

资金面上，数据宝统计，截至12月5日收盘，12月以来融资净买入逾1亿元的白银概念股有4只，分别为 云南铜业、兴业银锡、赤峰黄金、铜陵有色。 估值水平方面，截至12月5日收盘，13只白银概念股滚动市盈率低于30倍，其中豫光金铅、株冶集团、 紫金矿业、西部矿业滚动市盈率不到20倍。豫光金铅滚动市盈率为15.04倍，排在最低位置。今年前三 季度，公司实现净利润6.21亿元，同比增长11.99%。 据数据宝统计，截至12月5日收盘，今年以来白银概念股平均上涨79.24%，远远跑赢同期上证指数。兴 业银锡、华钰矿业、盛达资源、鹏欣资源、紫金矿业、赤峰黄金6只概念股年内涨幅翻倍。 ...

全球银价创出历史新高，成为市场关注的热点。 多股早盘一字涨停 四大领域推升白银需求大幅增长 12月8日早盘，A股主要指数全线上涨，创业板指上涨3.02%，上证指数、深证成指分别上涨0.62%、1.55%。 CPO概念、光通信、铜缆高速连接、6G、商业航天等题材涨幅领先。CPO概念龙头天孚通信触及20cm的涨停板，该股上午收盘时股价报收238.5元/股，创 下历史新高，A股市值升至1800亿元以上。 安妮股份（002235）今日早盘直接一字涨停，上午收盘时涨停板封单超过100万手。12月7日晚间，公司发布公告，公司控股股东、实控人林旭曦和张杰已 签署相关协议，拟向北京晟世天安科技有限公司(以下简称"晟世天安")合计转让15.92%公司股份，张杰拟同意放弃自标的股份交割日起所持4.98%公司股 份对应表决权。交易完成后，晟世天安将成为公司控股股东，并取得公司控制权。 今日早盘一字涨停的还有西部材料、*ST铖昌、双星新材、龙洲股份、瑞达期货等。 白银价格涨幅已翻倍 涨幅远超黄金 近期，国际银价持续走高。12月5日，伦敦银涨幅一度扩大至3.9%，触及59.33美元/盎司的历史峰值，当天收于58.29美元/盎司。 据观 ...

Group 1 - International silver prices have surged, with London spot silver reaching $57.86 per ounce, marking a cumulative increase of over 98% this year [1] - COMEX silver futures peaked at $58.61 per ounce, achieving a historical high for three consecutive days [1] - Domestic silver futures also saw a rapid increase, rising nearly 8% in one session and marking five consecutive days of gains [1] Group 2 - The weakening of the US dollar and strengthened expectations for interest rate cuts have benefited precious metals, with a 70% probability of a rate cut in December [2] - Geopolitical risks have heightened demand for safe-haven assets, contributing to the rise in silver prices [3] Group 3 - Demand from the photovoltaic and electronics industries is recovering, highlighting silver's industrial properties; silver is a key raw material in photovoltaic silver paste, with approximately 7-10 tons of silver used per GW of photovoltaic components [4] - The global photovoltaic installation is expected to exceed 500 GW by 2025, a year-on-year increase of 15% [4] - The World Silver Council predicts an 8.2% year-on-year increase in global silver demand by 2025, with industrial demand accounting for 58% of total demand, a historical high [4] - A supply-demand gap of 95 million ounces is expected in 2025, marking the fifth consecutive year of supply shortages, with a cumulative gap of approximately 820 million ounces from 2021 to 2025 [4] Group 4 - Institutions are raising silver price forecasts, with UBS increasing its 2026 silver price prediction to $60 per ounce [4] - Bank of America has also raised its price forecasts for silver and other commodities [4] - The Shanghai Futures Exchange silver inventory has dropped to its lowest level since 2015, indicating the fundamental reason for the price surge is the scarcity of physical silver [4] Group 5 - Companies in the silver sector include: - Xinyi Silver Lead: Leading in silver reserves in Asia with 24,500 tons, ranking eighth globally [6] - Shengda Resources: Domestic industry leader with nearly 10,000 tons of silver reserves [6] - Yintai Gold: Significant silver resource reserves from its core mines [6] - Hunan Silver: Successfully transformed into a "mining and metallurgy integrated" enterprise with an annual smelting capacity of 1,300 tons, the largest in China [6] - Silver Nonferrous: The only multi-metal production base in China for copper, lead, zinc, gold, and silver [6] - Hengbang Co.: Industry leader in silver produced as a byproduct of gold smelting [6]

Core Viewpoint - The stock of Xingye Silver Tin reached a daily limit increase, closing at 33.5 yuan, driven by significant rises in precious metal prices and strong company performance in Q3 [1] Group 1: Stock Performance - On November 13, 2025, Xingye Silver Tin's stock price increased by 10.02%, reaching a closing price of 33.5 yuan [1] - The stock hit its daily limit at 10:20 AM and had one instance of reopening before closing [1] - The closing order funds amounted to 75.6468 million yuan, representing 0.13% of its circulating market value [1] Group 2: Market Influences - The surge in stock price was influenced by a significant increase in precious metal prices, with spot gold surpassing 4200 USD and silver rising over 4% [1] - The non-ferrous metal industry received favorable policy support, with expectations for recycled metal production to exceed 20 million tons, enhancing market confidence [1] Group 3: Company Performance - Xingye Silver Tin reported a 24.36% year-on-year increase in revenue for the first three quarters [1] - The company's operating cash flow improved by 118.66%, indicating robust performance [1] - Recent acquisitions of Yubang Mining and Atlantic Tin in Australia have positioned the company among the leaders in silver and tin resource reserves, improving resource self-sufficiency [1] Group 4: Fund Flow Analysis - On November 13, 2025, the net inflow of main funds was 556 million yuan, accounting for 15.87% of the total transaction volume [1] - Retail investors experienced a net outflow of 364 million yuan, representing 10.37% of the total transaction volume [1] - Over the past five days, the stock has seen varying levels of fund inflow and outflow, indicating fluctuating investor sentiment [1]

Core Viewpoint - The article discusses the performance of various sectors in the A-share market, highlighting the resurgence of storage chip concepts and the active performance of insurance, coal, precious metals, and shipping sectors, while noting the decline in rare earth permanent magnets, robotics, stablecoins, nuclear fusion, and domestic software sectors [3][4]. Market Performance - The A-share market saw the ChiNext index rise by 0.69%, the Shanghai Composite Index increase by 0.1%, and the Shenzhen Component Index grow by 0.15% [3]. - The total trading volume in the Shanghai and Shenzhen markets reached 1.21 trillion CNY, a decrease of 578 billion CNY compared to the previous trading day, with over 4,000 stocks declining [3][6]. Sector Highlights - The storage chip sector experienced a resurgence with a rise of 1.63% [4]. - The insurance sector increased by 2.04%, while the coal mining and processing sector rose by 1.11% [4]. - The silver futures market saw a significant increase, with the main contract rising by 5% to 12,263 CNY per kilogram, marking a new high [5][7]. Notable Stocks - ZTE Corporation's A-shares rose over 7%, while its Hong Kong shares increased by more than 8% [3]. - The silver concept stocks continued to perform strongly, with silver prices reaching a 45-year high, showing a year-to-date increase of over 78% [7]. Economic Indicators - The People's Bank of China conducted a 2,360 billion CNY reverse repurchase operation with a rate of 1.40%, with 6,120 billion CNY of reverse repos maturing today [18]. - The RMB to USD central parity rate was reported at 7.0968, an increase of 27 basis points from the previous day [19].

南方财经10月16日电，白银概念股延续强势，白银有色6天4板，豫光金铅、湖南白银跟涨。消息面上， 白银价格近期创下历史新高，刷新45年来新高，现货白银年初至今涨幅已超78%。 ...