标:安安期货客户中的专业投资者，请勿同读、订阅或接收任何相关信息。本内容不拘成具体业务的排价，亦不应被视为任何投资、法律、会计或税务建议，且本公司不会因装放人以到 体内容而规具为客户。本内容的信息来源于公开资料，本公司对这些信息的准朝性、完整性及未来变更的可能往不作任何保证。请您根据自身的风险承受微力作出投资决定并自主承担 投资风险、不应凭借本内容进行具体操作、本公司不对目使用本内容而造成的损失承担任何责任、除非劳有说职。本公司拥有本内容的组织和/流英地相关知识产权。 法坚本公司事先 书面许可。任何单位或个人不得以任何方式复制、转载、引用、刊登、发表、发行、修改、翻译此报告的全部或部分内容。 | 2025/10/13 | 有色及贵金属日度数据简报 | 王蒙 | 李先飞 | 刘雨萱 | Z0012691 | Z0020476 | Z0002529 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 国泰君安期货研究所有 | jix ...

近半年该股累计上榜龙虎榜5次，上榜次日股价平均涨2.87%，上榜后5日平均跌0.09%。 资金流向方面，今日该股主力资金净流出3.29亿元，其中，特大单净流出2.03亿元，大单资金净流出 1.26亿元。近5日主力资金净流入7890.40万元。 融资融券数据显示，该股最新（10月10日）两融余额为4.82亿元，其中，融资余额为4.73亿元，融券余 额为865.07万元。近5日融资余额合计减少3157.75万元，降幅为6.25%。融券余额合计增加159.43万元， 增幅22.59%。 8月27日公司发布的半年报数据显示，上半年公司共实现营业收入445.59亿元，同比下降15.28%，实现 净利润-2.17亿元。（数据宝） 白银有色(601212)今日涨停，全天换手率8.36%，成交额32.45亿元，振幅15.73%。龙虎榜数据显示，沪 股通净卖出1.14亿元，营业部席位合计净卖出3911.42万元。 上交所公开信息显示，当日该股因日涨幅偏离值达10.23%上榜，沪股通净卖出1.14亿元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交7.58亿元，其中，买入成交额为3.02亿 元，卖出成交额为4.55亿 ...

中国经济网北京10月13日讯海亮股份（002203）(002203.SZ)近日披露了关于筹划发行H股股票并在香港 联合交易所有限公司上市的提示性公告。 根据公司总体发展战略及运营需要，为深入推进全球化战略，提升公司国际形象及综合竞争力，加强与 境外资本市场对接，公司拟筹划在境外发行股份(H股)并在香港联交所主板挂牌上市(下称"本次H股发行 上市")。截至目前，公司正计划与相关中介机构就本次H股发行上市的相关工作进行商讨，相关细节尚 未最终确定。 上述行为违反了《上市公司信息披露管理办法》(证监会令第182号)第三十九条、《上市公司收购管理 办法》(证监会令第166号)第十三条的规定。根据《上市公司信息披露管理办法》(证监会令第182号)第 五十二条、《上市公司收购管理办法》(证监会令第166号)第七十五条规定，浙江证监局决定对嘉行基 金会采取出具警示函的监督管理措施，并记入证券期货市场诚信档案。 据海亮股份此前公告，公司股东浙江海亮慈善基金会已于2021年12月31日完成名称变更，变更后的名称 为"浙江嘉行慈善基金会"。浙江海亮慈善基金会完全独立运行，非海亮股份控股股东的一致行动人。 海亮股份2020年6月3 ...

有色早报 研究中心有色团队 2025/10/13 铜 ： 日期 沪铜现货 升贴水 废精铜 价差 上期所 库存 沪铜 仓单 现货进口 盈利 三月进口 盈利 保税库 premium 提单 premium 伦铜 C-3M LME 库存 LME 注销仓单 2025/09/26 -5 2337 98779 26557 -652.74 127.20 53.0 58.0 -38.91 144400 10325 2025/09/29 -15 2077 98779 25603 -898.28 192.48 53.0 57.0 -29.22 143900 9875 2025/09/30 20 2562 98779 26823 -295.06 8.95 50.0 54.0 -42.98 143400 9675 2025/10/09 20 2547 98779 29703 -968.44 -243.65 49.0 53.0 -24.90 139475 8425 2025/10/10 45 3197 109690 29964 -947.78 -158.86 49.0 53.0 -31.19 139400 8350 变化 25 650 ...

2020-2025年1-4月中国铝材产量统计图 数据来源：国家统计局，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 上市企业：中国铝业(601600),云铝股份(000807),神火股份(000933),焦作万方(000612),南山铝业(600219) 相关报告：智研咨询发布的《2025-2031年中国铝材行业市场发展潜力及投资风险预测报》 根据国家统计局数据显示：2025年4月中国铝材产量为576万吨，同比增长0.3%；2025年1-4月中国铝材 累计产量为2111.7万吨，累计增长0.9%。 ...

有色金属周报 20251012 关税扰动再起，避险需求驱动金价走强 2025 年 10 月 12 日 ➢ 本周（9/29-10/10）上证综指上涨 1.80%，沪深 300 指数上涨 1.47%，SW 有色 指数上涨 11.89%，贵金属 COMEX 黄金+6.48%，COMEX 白银+2.48%。工业金属 LME 铝、铜、锌、铅、镍、锡价格分别变动+3.66%、+1.66%、+3.40%、+0.65%、 +0.40%、+2.72%，工业金属库存 LME 铝、铜、锌、铅、镍、锡分别变动-1.71%、- 3.46%、-11.28%、+8.01%、+3.15%、-13.15%。 ➢ 工业金属：美国 9 月就业与通胀数据低预期强化降息预期，工业金属价格有望继 续走强。铜方面，Teck Resources 旗下 Quebrada Blanca 铜矿下调 25 及 26 年产量指 引，日本 PPC 与三菱材料株式会社冶炼厂也下调 2025/26 财年下半财年铜产量指引， 供给扰动仍存继续支撑铜价。铝方面，受下游加工材需求旺季带动，铝水直供比例预期 提高，这将直接导致铝锭产量维持低位，减少市场现货铝锭供应，对铝价形成供应 ...

证券日报网讯云南铜业（000878）10月10日在互动平台回答投资者提问时表示，截至2025年9月30日， 公司股东人数为167，454户。 ...

白银有色公告称，公司股票于2025年9月30日、10月9日、10月10日连续三个交易日内收盘价格涨幅偏离 值累计超过20%，属于股票交易异常波动。公司目前生产经营活动正常，内外部经营环境未发生重大调 整，内部生产经营秩序正常。经自查和征询前两大股东，确认不存在影响公司股票交易异常波动的重大 事项，也无其他应披露而未披露的重大信息。 ...

1. Report Industry Investment Rating No relevant content provided. 2. Core Views of the Report - **Copper**: Overnight copper prices rose and then fell, with LME copper approaching its historical high. The US government shutdown and delayed economic data have led to differences among Fed officials on whether to cut interest rates in October. LME, Comex, and domestic social copper inventories have increased, and downstream procurement is cautious at high prices. The impact of the Grasberg mine accident in Indonesia on global copper supply in Q4 2025 and 2026 is a fact, which is expected to support copper prices. It is recommended to go long on dips and pay attention to the price differences between Comex and LME copper and between domestic and foreign markets [1]. - **Aluminum**: After the holiday, alumina, Shanghai aluminum, and aluminum alloy all showed a slightly stronger trend. Alumina market news is scarce, and it continues to be in an oversupply situation. After the short - term price increase of electrolytic aluminum, the market has pinned its hopes on the "Silver October" for consumption. Pay attention to the post - holiday inventory - consumption trend, and beware of price corrections if the destocking is less than expected [1][2]. - **Nickel**: Overnight, LME nickel and Shanghai nickel prices rose. LME inventory increased, and domestic SHFE warehouse receipts decreased. Indonesia has introduced a new policy on mining production quotas. Nickel ore operations are stable, but policy risks need to be watched. Stainless steel is under pressure, and the new energy industry chain is expected to see increased demand. Shanghai nickel prices are expected to fluctuate widely [2]. 3. Summary by Relevant Catalogs 3.1 Research Views - **Copper**: Macro factors and inventory increases have affected copper prices. The mine accident impact on supply is expected to support prices. It is recommended to go long on dips and monitor price differences [1]. - **Aluminum**: Post - holiday prices are slightly stronger. Alumina is in surplus, and electrolytic aluminum consumption hopes are on "Silver October". Monitor inventory - consumption trends [1][2]. - **Nickel**: Prices are affected by macro and policy factors. Nickel ore operations are stable, but policy risks exist. Stainless steel is under pressure, and new energy demand is expected to increase. Prices will fluctuate widely [2]. 3.2 Daily Data Monitoring - **Copper**: On October 9, 2025, the price of flat - water copper was 85,720 yuan/ton, up 2,525 yuan from September 30. LME inventory decreased by 3,925 tons, and domestic social inventory decreased by 0.6 million tons [3]. - **Lead**: The average price of 1 lead was 16,910 yuan/ton on October 9, up 30 yuan from September 30. LME inventory increased by 1,375 tons, and上期所 inventory decreased by 7,315 tons [3]. - **Aluminum**: On October 9, the Wuxi aluminum price was 20,980 yuan/ton, up 300 yuan from September 30. LME inventory decreased by 4,825 tons, and domestic electrolytic aluminum social inventory increased by 5.7 million tons [4]. - **Nickel**: On October 9, the price of Jinchuan nickel plate was 124,825 yuan/ton, up 1,150 yuan from September 30. LME inventory increased by 5,580 tons, and domestic SHFE warehouse receipts decreased by 42 tons [4]. - **Zinc**: On October 9, the main settlement price was 22,200 yuan/ton, up 1.2% from September 30. LME inventory remained unchanged, and domestic social inventory increased by 0.78 million tons [6]. - **Tin**: On October 9, the main settlement price was 285,070 yuan/ton, up 2.3% from September 30. LME inventory decreased by 115 tons, and上期所 inventory decreased by 130 tons [6]. 3.3 Chart Analysis - **Spot Premium**: Charts show the historical trends of spot premiums for copper, aluminum, nickel, zinc, lead, and tin from 2019 - 2025 [8][10][12]. - **SHFE Near - Far Month Spread**: Charts show the historical trends of the spread between the first and second - month contracts for copper, aluminum, nickel, zinc, lead, and tin from 2020 - 2025 [15][19][20]. - **LME Inventory**: Charts show the historical trends of LME inventory for copper, aluminum, nickel, zinc, lead, and tin from 2019 - 2025 [23][25][27]. - **SHFE Inventory**: Charts show the historical trends of SHFE inventory for copper, aluminum, nickel, zinc, lead, and tin from 2019 - 2025 [29][31][33]. - **Social Inventory**: Charts show the historical trends of social inventory for copper, aluminum, nickel, zinc, stainless steel, and 300 - series from 2019 - 2025 [36][38][40]. - **Smelting Profit**: Charts show the historical trends of copper concentrate index, rough copper processing fee, aluminum smelting profit, nickel - iron smelting cost, zinc smelting profit, and stainless steel 304 smelting profit margin from 2019 - 2025 [42][44][46]. 3.4 Team Introduction - The research team consists of Zhan Dapeng, Wang Heng, and Zhu Xi, who have rich experience in non - ferrous metal research and have won many industry awards [49][50].

数据宝统计，截至11:18，云南铜业成交额37.15亿元，创上市以来新高。最新股价上涨3.02%，换手率 9.27%。上一交易日该股全天成交额为28.97亿元。 （文章来源：证券时报网） 据天眼查APP显示，云南铜业股份有限公司成立于1998年05月15日，注册资本200362.831万人民币。 （数据宝） ...