证券日报网讯12月4日，云南锗业（002428）在互动平台回答投资者提问时表示，截至2025年11月28 日，公司合并普通账户和融资融券信用账户股东总数为100940户。 ...

（来源：宝钛启明星） 今年以来，民品部紧扣战略发展需求，深耕高附加值锆管赛道，聚力攻坚市场拓展，在锆管订货与新客 户开发方面取得突破性进展，为企业高质量发展注入了新动能。 截至11月底，民品部高附加值锆管核心业务订货创新高，精准实现了锆金属产品产能拓展目标。市场拓 展领域同步实现突破：聚焦新客户开发目标，民品部通过优化对接流程、精准匹配需求，成功开发管材 新客户36家，新客户开发数量、订货量、订货额三项数据均刷新纪录，为"十五五"产能释放储备了规模 化客户资源。 下一步，民品部将认真总结"高端产品拓效益+新客规模拓版图"的落地方法，持续保持冲刺劲头，为企 业高质量发展贡献更大力量。 （来源：宝钛启明星） 今年以来，民品部紧扣战略发展需求，深耕高附加值锆管赛道，聚力攻坚市场拓展，在锆管订货与新客 户开发方面取得突破性进展，为企业高质量发展注入了新动能。 截至11月底，民品部高附加值锆管核心业务订货创新高，精准实现了锆金属产品产能拓展目标。市场拓 展领域同步实现突破：聚焦新客户开发目标，民品部通过优化对接流程、精准匹配需求，成功开发管材 新客户36家，新客户开发数量、订货量、订货额三项数据均刷新纪录，为"十五五" ...

Core Insights - Luoyang Molybdenum Co., Ltd. experienced a 2.50% increase in stock price on December 3, with a trading volume of 4.359 billion yuan [1] - The company reported a net financing outflow of 40.16 million yuan on the same day, with a total financing and securities balance of 3.248 billion yuan [1] - For the period from January to September 2025, the company achieved a revenue of 145.485 billion yuan, a year-on-year decrease of 5.99%, while net profit attributable to shareholders increased by 72.61% to 14.280 billion yuan [2] Financing and Securities - On December 3, Luoyang Molybdenum had a financing buy-in of 342 million yuan, with a financing balance of 3.229 billion yuan, representing 1.05% of the circulating market value [1] - The financing balance is above the 90th percentile of the past year, indicating a high level of financing activity [1] - The company had a securities lending balance of 18.418 million yuan, with a lending volume of 104.53 million shares, also above the 70th percentile of the past year [1] Shareholder Information - As of September 30, 2025, the number of shareholders increased to 304,200, up by 28.08% from the previous period [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 4.7472 million shares to 69.5 million shares [3] - New institutional shareholders include E Fund CSI 300 ETF, which holds 8.6474 million shares [3]

12月3日日盘，沪锡期货主力2601合约平开高走，盘中最高报价31.41万元/吨，最高上涨2.72%，创2022 年5月以来新高，收盘报31.23万元/吨，上涨2.15%。沪锡主力合约自今年6月开始震荡上涨，累计涨幅 达到23.3%。 锡现货价格亦站稳30万元关口，Wind数据显示，锡平均价12月3日达到30.97万元/吨，较上个交易日增 加5630元/吨，已连续5日处于30万元上方。 近期，锡价上涨主要由于矿端供应紧张和宏观经济预期影响。供应端上，缅甸佤邦锡矿复产进度缓慢， 出口量维持低位。宏观经济预期方面，有报道称，美联储12月降息25个基点的概率为89.2%，降息预期 提振大宗商品整体价格。 另外，新兴领域需求增长亦为锡价提供强劲支撑。从需求端来看，当前锡的下游需求主要由新兴领域拉 动，半导体与消费电子是锡焊料的传统基本盘，今年以来全球半导体行业景气度上升，直接拉动锡焊料 需求。半导体行业协会数据显示，2024年全球半导体销售额达到6276亿美元，较2023年的5268亿美元增 长19.1%。作为锡消费占比65%的主力领域，半导体封装用锡焊料需求增加，预计2025年全球增速将达 5%至7%。 据证券时报 ...

Market Overview - A-shares continued to decline on December 3, with the Shanghai Composite Index down 0.51% to 3878.00 points, the Shenzhen Component down 0.78% to 12955.25 points, and the ChiNext Index down 1.12% to 3036.79 points [1] - The total trading volume in the Shanghai and Shenzhen markets was 1.67 trillion yuan, an increase of 76.5 billion yuan compared to December 2 [1] - The market saw more declines than gains, with 1443 stocks rising and 3876 stocks falling [1] Sector Performance - The rare metals and coal sectors performed well on December 3, driven by two main factors: expectations of a Federal Reserve interest rate cut and increased demand for coal due to colder weather [2] - The rare metals sector is benefiting from the strong demand in technology products, which rely heavily on these materials [2] - The coal sector is attracting investment due to the presence of many dividend-paying stocks, despite the overall poor market performance [2] Technical Analysis - The market has fully filled the upward gap left on December 1, which is generally considered a positive sign indicating a potential bottom in the near term [2] - The Shanghai Composite Index closed above the 10-day moving average, suggesting that investors are reluctant to see continued declines [2] - The MACD green bars are shortening, and the KDJ line shows an upward trend, indicating limited downside potential for the market [2] Company Insights - Heshun Petroleum, a company involved in retail chain gas stations, logistics, and wholesale, saw its stock hit the daily limit, marking its third limit-up in five days [3] - For the third quarter of 2025, Heshun Petroleum reported earnings per share of 0.13 yuan and a net profit of 21.81 million yuan, with a year-on-year decline of 49.44% [3] - The recent stock surge is attributed to the announcement of a cash acquisition and capital increase to gain control of at least 34% of Shanghai Kuixin Integrated Circuit, which will be consolidated into Heshun's financial statements [3]

Core Points - Northern Rare Earth (600111.SH) has received acceptance notifications for its medium-term notes and short-term financing bonds from the trading association [1] - The registered amount for the medium-term notes is 1.5 billion yuan, underwritten by China Merchants Bank [1] - The registered amount for the short-term financing bonds is 1 billion yuan, underwritten by Bohai Bank [1] - The registration validity for both the medium-term notes and short-term financing bonds is two years from the date of the acceptance notification [1]

Core Viewpoint - Northern Rare Earth (600111.SH) has received acceptance notifications for its medium-term notes and ultra-short-term financing bonds from the trading association, indicating a positive step in its financing strategy [1] Group 1: Financing Details - The registered amount for the medium-term notes is 1.5 billion yuan, with China Merchants Bank as the lead underwriter [1] - The registered amount for the ultra-short-term financing bonds is 1 billion yuan, with Bohai Bank as the lead underwriter [1] - The registration validity for both the medium-term notes and ultra-short-term financing bonds is effective for two years from the date of the acceptance notification [1]

Core Viewpoint - The company has received acceptance notifications for its medium-term notes and short-term financing bonds from the China Interbank Market Dealers Association, indicating successful registration for financing [1] Group 1: Financing Details - The registered amount for the medium-term notes is 1.5 billion yuan, with China Merchants Bank as the lead underwriter [1] - The registered amount for the short-term financing bonds is 1 billion yuan, with Bohai Bank as the lead underwriter [1] - The registration validity period is two years from the date of the acceptance notification [1]

Group 1 - The core focus of the article is on the strategic importance of germanium, a rare metal, in military applications and advanced technologies, particularly in the context of global power dynamics [1][3][5] - China holds a dominant position in the global germanium market, with 41% of the world's reserves and 72% of production, establishing a complete industrial chain from extraction to high-purity single crystal production [3][5] - The U.S. military's reliance on germanium for critical systems, such as infrared guidance systems in naval vessels and fighter jets, highlights the material's essential role in maintaining operational capabilities [3][5] Group 2 - The emergence of superconducting germanium could revolutionize military equipment, enhancing quantum computing and radar signal processing capabilities, thus changing the rules of engagement [5][7] - Chinese research teams have achieved significant breakthroughs in the controlled growth of pure germanium quantum wires, which could improve radar detection range and anti-jamming capabilities [5][7] - The geopolitical landscape surrounding germanium is intensifying, with nations vying for control over this critical resource, indicating a shift in future battlefield dynamics [7]

每经AI快讯，稀土永磁板块午后走弱，金力永磁、中国稀土跌超3%，久吾高科、广晟有色等跟跌。 ...