（原标题：锡业股份最新股东户数环比下降7.24% 筹码趋向集中） 锡业股份12月22日披露，截至12月20日公司股东户数为75201户，较上期（12月10日）减少5869户，环 比降幅为7.24%。 证券时报•数据宝统计，截至发稿，锡业股份收盘价为28.40元，上涨1.25%，本期筹码集中以来股价累 计上涨8.94%。具体到各交易日，5次上涨，3次下跌。 公司发布的三季报数据显示，前三季公司共实现营业收入344.17亿元，同比增长17.81%，实现净利润 17.45亿元，同比增长35.99%，基本每股收益为1.0315元，加权平均净资产收益率8.75%。（数据宝） 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 融资融券数据显示，该股最新（12月19日）两融余额为14.01亿元，其中，融资余额为13.86亿元，本期 筹码集中以来融资余额合计减少1.56亿元，降幅为10.11%。 ...

每经头条（nbdtoutiao）——新能源重卡爆单了，11月销量同比增长178%！两班倒都供不应求，客户直 接进厂催单，这情景十年难遇 2025年1至6月份，赣锋锂业的营业收入构成为：有色金属冶炼及压延加工业占比56.78%，锂电池和电 芯及其直接材料占比35.52%，其他占比7.7%。 截至发稿，赣锋锂业市值为1368亿元。 每经AI快讯，赣锋锂业（SZ 002460，收盘价：65.27元）12月22日晚间发布公告称，江西赣锋锂业集团 股份有限公司（以下简称"公司"）于近日接到公司股东李良彬先生将其持有的公司部分股份解除质押的 通知，本次解除质押股份数量为2000万股。李良彬先生及其一致行动人累计质押股数约为8695万股，占 其持有股份比例为21.38%，占公司总股本比例为4.14%。 （记者 曾健辉） ...

期货行情： | | | | 12月22日上海期货交易所休盘行情 (10: 15) | | | | | --- | --- | --- | --- | --- | --- | --- | | 品种 | 最新价 | 涨跌 | 开盘价 | 最高价 | 最低价 | 昨結 | | 沪铜2602 | 94170 | 1450 | 93540 | 94200 | 93400 | 92720 | | 沪铝2602 | 22175 | ાં રેટ | 22295 | 22365 | 22165 | 22040 | | 室化铝2601 | 2496 | -28 | 2504 | 2526 | 2486 | 2524 | | 铸造铝2602 21240 | | 90 | 21300 | 21395 | 21220 | 21150 | | 沪锌2602 | 23060 | 40 | 23075 | 23150 | 22980 | 23020 | | 沪铝2602 | 16912 | રિ | 16970 | 17030 | 16890 | 16850 | | 沪镇2601 | 118350 | 2370 | 116600 | 11 ...

Group 1 - The core point of the news is that Hongda Co., Ltd. has seen a stock price increase of 5% on December 22, reaching 12.17 yuan per share, with a total market capitalization of 32.148 billion yuan and a cumulative increase of 6.23% over three consecutive days [1] - Hongda Co., Ltd. is primarily engaged in mining, non-ferrous metal smelting, and the production and sales of phosphate chemical products, with revenue composition as follows: zinc metal and by-products 45.55%, ammonium phosphate series products 33.44%, compound fertilizer products 11.82%, synthetic ammonia 5.16%, and others 3.27% [1] Group 2 - According to data from the top ten holdings of funds, one fund under Chuangjin Hexin has a significant position in Hongda Co., Ltd., with 108,300 shares held, accounting for 1.28% of the fund's net value, making it the second-largest holding [2] - The Chuangjin Hexin CSI 1000 Enhanced A fund has achieved a year-to-date return of 31.02%, ranking 1385 out of 4197 in its category, and a one-year return of 26.56%, ranking 1552 out of 4152 [2]

1. Report Industry Investment Ratings No industry investment ratings are provided in the reports. 2. Core Views of the Reports Tin - The tin market is expected to maintain a strong trend in the near term. Given the strong fundamentals, a bullish view on tin prices is maintained. Hold existing long positions and consider buying on dips. Monitor subsequent macro and supply - side changes [2]. Polysilicon - Polysilicon prices are oscillating at high levels, with futures prices rising strongly and showing a significant premium over the spot market. The market is currently in a state of oversupply, and upstream enterprises are trying to boost prices. The photovoltaic industry chain needs to find more application scenarios to increase demand. Adopt a wait - and - see strategy for now and pay attention to production cuts and price acceptance [3]. Industrial Silicon - The supply and demand of industrial silicon are both showing a stable decline, and the expectation of production cuts is increasing. Spot prices are stabilizing, and futures prices are rising. The price is expected to oscillate at a low level, with a main fluctuation range of 8000 - 9000 yuan/ton. It may break through 10000 yuan/ton if production cuts are significant; otherwise, it may fall if polysilicon production cuts are large and industrial silicon production cuts are less than expected [5]. Zinc - The short - term zinc price is expected to oscillate. The downward support comes from the tightening of domestic zinc ore supply and low zinc ingot inventory, while the upward pressure comes from the expected supply of imported ores. Focus on import profit and loss, TC inflection points, and refined zinc inventory changes [7]. Copper - In the short term, copper prices may fluctuate widely. The upward drivers are the further deterioration of overseas inventory structure and improved expectations of interest rate cuts. The downward drivers are weak demand. In the long term, the bottom of copper prices may move up [10][12]. Aluminum - Alumina prices are expected to oscillate at a low level around the cash cost line, but short - term funds may still take profits. Aluminum prices are expected to maintain a wide - range oscillation in the short term, influenced by the game between macro - positive expectations and fundamental pressure [13]. Aluminum Alloy - The casting aluminum alloy market is expected to maintain a high - level range oscillation in the short term. The market is facing a game between strong cost support and weakening demand. Pay attention to scrap aluminum supply, regional environmental policies, and downstream orders [14]. Nickel - The short - term nickel price is expected to oscillate and repair, but the upward drive is limited. There is a possibility of a callback after the impact of news is digested. The market is affected by macro factors and supply - demand conditions in the nickel industry [15]. Stainless Steel - The stainless steel market is expected to oscillate and adjust in the short term. The market sentiment has improved, but the fundamental supply - demand game continues. Pay attention to news from the nickel ore end and the implementation of steel mill production cuts [16]. Lithium - The lithium market is expected to experience wide - range oscillations in the short term. The price may rise and then pull back. The market is currently in a state of strong supply and demand, but the de - stocking rate has slowed down, and there is significant interference from news [18]. 3. Summaries by Relevant Catalogs Spot Price and Basis - **Tin**: SMM 1 tin price increased by 1.54% to 337100 yuan/ton, and the LME 0 - 3 spread increased by 82.26% to - 11.00 dollars/ton [2]. - **Polysilicon**: N - type re - fed material average price increased by 0.19% to 52400 yuan/ton, and the N - type material basis decreased by 12.07% [3]. - **Industrial Silicon**: The price of East China oxygen - passing S15530 industrial silicon remained unchanged at 9200 yuan/ton, and the basis decreased by 8.11% [5]. - **Zinc**: SMM 0 zinc ingot price increased by 0.13% to 23160 yuan/ton, and the import profit and loss increased by 15.77 yuan/ton [7]. - **Copper**: SMM 1 electrolytic copper price increased by 0.12% to 92350 yuan/ton, and the LME 0 - 3 spread increased by 18.62 dollars/ton [10]. - **Aluminum**: SMM A00 aluminum price increased by 0.41% to 21820 yuan/ton, and the alumina (Shandong) average price decreased by 0.37% to 2665 yuan/ton [13]. - **Aluminum Alloy**: SMM aluminum alloy ADC12 price increased by 0.23% to 21700 yuan/ton [14]. - **Nickel**: SMM 1 electrolytic nickel price increased by 3.00% to 120100 yuan/ton, and the futures import profit and loss decreased by 27.39% [15]. - **Stainless Steel**: 304/2B (Wuxi Hongwang 2.0 roll) price increased by 1.18% to 12900 yuan/ton, and the spot - futures spread decreased by 30.00% [16]. - **Lithium**: SMM battery - grade lithium carbonate average price increased by 0.10% to 97650 yuan/ton, and the lithium spodumene concentrate CIF average price decreased by 0.60% to 1318 dollars/ton [18]. Inter - month Spreads - **Tin**: The 2601 - 2602 spread increased by 5.10% to - 930 yuan/ton [2]. - **Polysilicon**: The main contract increased by 1.59%, and the current - first - month spread decreased by 110.00% [3]. - **Industrial Silicon**: The 2601 - 2602 spread decreased by 300.00% to - 20 yuan/ton [5]. - **Zinc**: The 2601 - 2602 spread decreased by 5.00 yuan/ton [7]. - **Copper**: The 2601 - 2602 spread decreased by 30.00 yuan/ton [10]. - **Aluminum**: The AL 2601 - 2602 spread decreased by 5.00 yuan/ton [13]. - **Aluminum Alloy**: The 2601 - 2602 spread decreased by 10.00 yuan/ton [14]. - **Nickel**: The 2602 - 2603 spread increased by 90 yuan/ton [15]. - **Stainless Steel**: The 2602 - 2603 spread decreased by 250 yuan/ton [16]. - **Lithium**: The 2601 - 2602 spread decreased by 60.00 yuan/ton [18]. Fundamental Data Tin - In October, tin ore imports increased by 33.49% to 11632 tons, and SMM refined tin production increased by 53.09% to 16090 tons [2]. Polysilicon - Weekly polysilicon production decreased by 0.40% to 2.50 tons, and monthly polysilicon production decreased by 14.48% to 11.46 tons [3]. Industrial Silicon - National industrial silicon production in November decreased by 11.17% to 40.17 tons, and the national operating rate decreased by 4.84% to 64.82% [5]. Zinc - In November, refined zinc production decreased by 3.56% to 59.52 tons, and the galvanizing operating rate decreased by 2.31% to 56.08% [7]. Copper - In November, electrolytic copper production increased by 1.05% to 110.31 tons, and the electrolytic copper rod operating rate decreased by 1.48% to 63.06% [10]. Aluminum - In November, alumina production decreased by 4.44% to 743.94 tons, and the aluminum profile operating rate decreased by 2.64% to 51.60% [13]. Aluminum Alloy - In November, recycled aluminum alloy ingot production increased by 5.74% to 68.20 tons, and the recycled aluminum alloy operating rate increased by 6.93% to 59.71% [14]. Nickel - China's refined nickel production in November decreased by 9.38% to 33342 tons, and refined nickel imports decreased by 65.66% to 9741 tons [15]. Stainless Steel - China's 300 - series stainless steel crude steel production in November decreased by 0.72% to 178.70 tons, and 300 - series social inventory decreased by 2.30% to 48.40 tons [16]. Lithium - In November, lithium carbonate production increased by 3.35% to 95350 tons, and the lithium carbonate demand increased by 5.11% to 133451 tons [18]. Inventory Changes Tin - SHEF inventory increased by 9.53% to 8095 tons, and social inventory increased by 8.65% to 9192 tons [2]. Polysilicon - Polysilicon inventory remained unchanged at 29.30 tons, and silicon wafer inventory decreased by 7.73% to 21.50 tons [3]. Industrial Silicon - Xinjiang's weekly inventory increased by 4.14% to 13.33 tons, and social inventory decreased by 1.43% to 55.30 tons [5]. Zinc - China's seven - region zinc ingot social inventory decreased by 4.68% to 12.22 tons, and LME inventory increased by 0.50% to 10.0 tons [7]. Copper - Domestic social inventory increased by 1.72% to 16.58 tons, and LME inventory decreased by 2.36% to 16.04 tons [10]. Aluminum - China's electrolytic aluminum social inventory decreased by 1.03% to 58.40 tons, and the aluminum rod social inventory decreased by 5.53% to 11.95 tons [13]. Aluminum Alloy - Recycled aluminum alloy ingot weekly social inventory decreased by 2.38% to 5.34 tons, and the recycled aluminum alloy Foshan daily inventory decreased by 0.11% to 34473 tons [14]. Nickel - SHFE inventory increased by 1.35% to 45280 tons, and social inventory increased by 0.41% to 59210 tons [15]. Stainless Steel - 300 - series social inventory (Wuxi + Foshan) decreased by 2.30% to 48.40 tons, and SHFE warehouse receipts decreased by 0.74% to 4.85 tons [16]. Lithium - Lithium carbonate total inventory in November decreased by 23.36% to 64560 tons, and downstream inventory decreased by 21.13% to 42030 tons [18].

有色金属日报 2025-12-22 五矿期货早报 | 有色金属 有色金属小组 【行情资讯】 吴坤金 从业资格号：F3036210 交易咨询号：Z0015924 0755-23375135 wukj1@wkqh.cn 曾宇轲 从业资格号：F03121027 0755-23375139 zengyuke@wkqh.cn 张世骄 从业资格号：F03120988 0755-23375122 zhangsj3@wkqh.cn 王梓铧 从业资格号：F03130785 0755-23375132 wangzh7@wkqh.cn 刘显杰 从业资格号：F03130746 0755-23375125 liuxianjie@wkqh.cn 陈逸 从业资格号：F03137504 0755-23375125 cheny40@wkqh.cn 陈仪方 从业资格号：F03152004 0755-23375125 chenyf3@wkqh.cn 日本如预期加息，日元走弱，美股继续回升，铜价上冲，周五伦铜 3M 合约收涨 1.22%至 11870 美元/ 吨，沪铜主力合约收至 93560 元/吨。LME 铜库存减少 3875 至 160400 ...

Group 1: Report Industry Investment Rating - No relevant content found Group 2: Report's Core View - For copper, the long - term TC of copper concentrate for next year is set at $0/ton, slightly higher than the previous market rumor. The overall fundamentals have no significant changes, and it is expected to be in a pattern of slight inventory accumulation. With overseas liquidity remaining loose, the copper price should be bought on dips, with the expected price range in December being $10,800 - $12,000 [1] - For aluminum, the import volume of primary aluminum decreased significantly in November, while exports increased. Domestic apparent demand is weak, and short - term consumption expectations are lowered. Although domestic demand is not good, the continuous decline of aluminum ingot inventory supports the aluminum price, which is expected to be in a volatile range [1] - For zinc, the LME zinc 0 - 3M premium declined this week, and the zinc price fell. The supply of domestic zinc mines is tightening, and there are production cuts in December. Domestic demand is seasonally weak, while overseas demand in the US is rising. It is recommended to wait and see on the long - short side, pay attention to reverse arbitrage opportunities between domestic and overseas markets, and positive arbitrage opportunities in 01 - 03 and 03 - 05 spreads [6] - For nickel, the supply of pure nickel decreased slightly, demand is weak, and inventories at home and abroad are accumulating. The Indonesian Nickel Association plans to reduce the quota next year, and there is a game between short - term policy and fundamentals [10] - For stainless steel, steel mills maintain high production, demand is mainly for rigid needs, costs are relatively stable, and inventories are at a high level. The news of quota cuts by the Indonesian Nickel Association drives a short - term price rebound [12] - For lead, the lead price fell slightly this week. Primary lead production has maintenance - induced cuts, and secondary lead production has recovered. The demand for batteries is expected to weaken, but downstream restocking provides support. The lead price is expected to fluctuate between 16,700 - 17,100 yuan, and attention should be paid to low - warrant risks [15] - For tin, the tin price rose rapidly this week. The processing fee of tin ore remains low. Overseas production recovery is slow, but high prices stimulate inventory exports. Demand is mainly rigid, and inventories at home and abroad are accumulating. There is a risk of marginal over - supply in the short term, and it can be a long - term multi - allocation in the first quarter [18] - For industrial silicon, Xinjiang's leading enterprises have stable operations, and some silicon plants in Inner Mongolia and Xinjiang are under maintenance. The supply - demand is expected to be balanced in December. In the short term, the price will fluctuate with costs, and in the long term, it will oscillate at the cycle bottom [19] - For lithium carbonate, the futures price increased due to factors such as the cancellation of mining rights in Jiangxi and the delay of CATL's resumption. The raw material supply is tight, and upstream inventories are being depleted. Downstream demand is mainly for rigid needs. In the short term, the supply - demand is strong, but demand is showing signs of weakening, and the price increase requires further inventory reduction [21] Group 3: Summary by Metal Copper - From December 15 - 19, the spot import profit decreased by $302.94, and the March import profit decreased by $231.78. The LME inventory decreased by 3,875 tons, and the LME注销仓单 decreased by 5,100 tons [1] Aluminum - From December 15 - 19, the Shanghai aluminum ingot price increased by 80 yuan, the Yangtze River aluminum ingot price increased by 90 yuan, and the Guangdong aluminum ingot price increased by 90 yuan. The domestic alumina price decreased by 17 yuan, and the imported alumina price decreased by $50. The domestic social inventory of aluminum increased by 7,175 tons [1] Zinc - From December 15 - 19, the Shanghai zinc ingot price increased by 30 yuan, the Tianjin zinc ingot price increased by 40 yuan, and the Guangdong zinc ingot price increased by 40 yuan. The domestic social inventory remained unchanged, and the Shanghai Futures Exchange inventory decreased by 24,191 tons. The LME zinc inventory increased by 500 tons, and the LME注销仓单 increased by 1,900 tons [4][5] Nickel - From December 15 - 19, the price of 1.5 - grade Philippine nickel ore remained unchanged, and the Shanghai nickel spot price increased by 3,550 yuan. The spot import profit increased by $627.52, the LME inventory increased by 612 tons, and the LME注销仓单 increased by 2,820 tons [10] Stainless Steel - From December 15 - 19, the 304 cold - rolled coil price increased by 150 yuan, the 304 hot - rolled coil price increased by 100 yuan, the 201 cold - rolled coil price increased by 50 yuan, and the price of waste stainless steel increased by 50 yuan [12] Lead - From December 15 - 19, the spot import profit decreased by $49.10, the futures import profit decreased by $31.72, the LME inventory decreased by 3,500 tons, and the LME注销仓单 increased by 4,275 tons. The domestic social inventory decreased by 10,707 tons [13] Tin - From December 15 - 19, the spot import profit increased by $1,133.60, the spot export profit decreased by $1,430.96, the LME inventory increased by 220 tons, and the LME注销仓单 remained unchanged [18] Industrial Silicon - From December 15 - 19, the 421 - grade Yunnan basis decreased by 45 yuan, the 421 - grade Sichuan basis decreased by 45 yuan, the 553 - grade East China basis decreased by 45 yuan, the 553 - grade Tianjin basis decreased by 45 yuan, and the number of warrants increased by 204 [19] Lithium Carbonate - From December 15 - 19, the SMM electric - grade lithium carbonate price increased by 100 yuan, the SMM industrial - grade lithium carbonate price increased by 100 yuan, the basis of the main contract decreased by 5,140 yuan, the basis of the near - month contract decreased by 5,180 yuan, and the number of warrants decreased by 125 [21]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：000758 证券简称：中色股份公告编号：2025-083 中国有色金属建设股份有限公司 关于部分限制性股票回购注销完成的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或者重大 遗漏。 特别提示： 1. 本次限制性股票回购注销共涉及1名激励对象，回购注销的股票数量为112,600股，占回购前公司总股 本1,990,552,530股的0.0057%。本次注销完成后，公司股份总数为1,990,439,930股。 2. 本次限制性股票的回购价格：因调动、免职等组织安排不在公司任职的，公司按照2024年度权益分派 方案实施后调整的授予价格2.463973元/股加上银行同期定期存款利息之和进行回购注销。 3. 截至2025年12月19日，公司已在中国证券登记结算有限责任公司深圳分公司完成上述限制性股票的回 购注销事宜。 一、激励计划已履行的决策程序和信息披露情况 （一）2022年12月9日，公司召开第九届董事会第50次会议，审议通过了《关于公司〈2022年限制性股 票激励计划（草案）〉及其摘要的议案》《关于公司〈202 ...

| | 业期现日报 | | | | | | --- | --- | --- | --- | --- | --- | | 投资咨询 务 【2011】1292号 2025年12月19日 | | | | 纪元菲 | Z0013180 | | 现货价格及主力合约基差 | | | | | | | 品种 | 12月17日 | 12月16日 | 涨跌 | 涨跌幅 | 单位 | | 华东通氧SI5530工业硅 | 9200 | 9200 | O | 0.00% | | | 墓差 (通室S15530章准) | 730 | 835 | -105 | -12.57% | | | 华东SI4210工业硅 | 9650 | 9650 | O | 0.00% | | | 基差 (SI4210基准) | 380 | 485 | -105 | -21.65% | 元/吨 | | 新疆99硅 | 8750 | 8750 | 0 | 0.00% | | | 基差(新疆) | 1080 | 1185 | -105 | -8.86% | | | 月间价差 | | | | | | | 合钩 | 12月17日 | 12月16日 | 涨跌 | 涨跌幅 | ...

2025 年 12 月 19 日 铜：内外库存减少，价格获得支撑 季先飞 投资咨询从业资格号：Z0012691 jixianfei@gtht.com 【基本面跟踪】 铜基本面数据 | | | 昨日收盘价 | 日涨幅 | 昨日夜盘收盘价 | 夜盘涨幅 | | --- | --- | --- | --- | --- | --- | | | 沪铜主力合约 | 92,600 | -0.24% | 92870 | 0.29% | | | 伦铜3M电子盘 | 11,727 | -0.13% | - | - | | | | 昨日成交 | 较前日变动 | 昨日持仓 | 较前日变动 | | 期 货 | 沪铜指数 | 288,527 | -1,237 | 622,036 | 5,683 | | | 伦铜3M电子盘 | 31,364 | 14,534 | 345,000 | 611 | | | | 昨日期货库存 | 较前日变动 | 注销仓单比 | 较前日变动 | | | 沪铜 | 44,650 | -227 | - | - | | | 伦铜 | 164,275 | -2,650 | 37.47% | -1.14% | | | | ...