智通财经4月22日电，据伦敦金属交易所(LME)，锡库存增加30吨，镍库存增加1902吨，铅库存减少350 吨，铝库存减少2450吨，铜库存减少700吨，锌库存减少3125吨。 ...

2025 年 4 月 21 日 股指期货将偏强震荡 黄金、螺纹钢、铁矿石、原油、 PTA、豆粕、菜籽粕期货将偏强震荡 多晶硅、烧碱期货将震 荡偏弱 工业硅、铜、镍期货将偏弱震荡 陶金峰 期货投资咨询从业资格号：Z0000372 TaoJinfeng013026@gtjas.com 【正文】 【声明】 本报告的观点和信息仅供风险承受能力合适的投资者参考。本报告难以设置访问权限，若给您造成不 便，敬请谅解。若您并非风险承受能力合适的投资者，请勿阅读、订阅或接收任何相关信息。本报告不构 成具体业务或产品的推介，亦不应被视为相应金融衍生品的投资建议。请您根据自身的风险承受能力自行 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。 【期货行情前瞻要点】 通过宏观基本面分析和黄金分割线、水平线、日均线等技术面分析，预期今日期货主力合约行情走势大概率如 下： 股指期货将偏强震荡：IF2506 阻力位 3729 和 3748 点，支撑位 3690 和 3673 点；IH2506 阻力位 2650 和 2658 点，支撑位 2620 和 2612 点；IC2506 阻力位 5470 和 5498 点，支撑位 536 ...

报告日期： 2025 年 4 月 17 日 申银万国期货研究所 首席点评：商品涨跌互现，金价再创新高 国家统计局公布数据，一季度国内生产总值同比增长 5.4% ，环比增长 1.2% 。 3 月规模以上工业增加 值同比实际增长 7.7% ，装备制造业和高技术制造业较快增长，新能源汽车继续保持高速增长态势。由 于汽车购买量大幅增加，美国 3 月零售销售环比增长 1.4% ，增幅创两年多来最大，表明消费者正赶在 惩罚性汽车关税之前购买汽车。但随着特朗普推进关税，一些通胀预期指标飙升，削弱了美国人对自己 财务状况的看法，低收入消费者已面临困境，而较富裕的消费者则受到股市抛售打击，这给支出前景蒙 上了阴影。现货黄金史上首次站上 3300 美元 / 盎司，日内暴涨 70 美元，涨幅超 2% 。受金价大幅波动 影响，部分投资者选择囤货待涨。 重点品种： 橡胶、原油、 贵金属 橡胶 ：周三橡胶走势回落，国内产区气候较好，产区逐步开割，泰国减产季即将结束。青岛地区总库 存持续增加，库存周期转变较为明显，美关税政策影响短期反复，预计仍将延续，关税政策本质上对原 料端不利，中长期终端消费的变化路径仍存在不确定性，消费端分析逻辑可能 ...

4月16日，沪指震荡收涨，涨幅为0.26%，科创50指数涨0.81%，A股全天成交额1.14万亿元，较上一交 易日小幅放量，收盘上涨个股超1000只，其中，收盘股价涨停的有54只，跌停的有16只。 行业方面，贵金属板块收盘上涨3.51%，赤峰黄金、山金国际、西部黄金等涨超5%。旅游及酒店、港口 航运、机场航运、银行等均涨超1%。 银行股集体创历史新高 不含近一年上市的次新股，今日共有18股收盘价创历史新高，从行业属性来看，银行、食品饮料、有色 金属行业创新高的个股较为集中，分别有4只、3只、2只个股出现在名单中。 从股价表现看，收盘价创历史新高股中，今日股价平均上涨3.71%，涨幅居前的有盖世食品、赤峰黄 金、民士达等。 | | | 4月16日收盘价创历史新高股涨幅排名 | | | | --- | --- | --- | --- | --- | | 代码 | 简称 | 收盘价 (元) | 日涨幅 (%) | 行业 | | 836826 | 盖世食品 | 16.80 | 12.00 | 食品饮料 | | 600988 | 赤峰黄金 | 29.95 | 8.08 | 有色金属 | | 833394 | 民士达 | ...

长江商报消息 ●长江商报记者 汪静 4月14日晚间，锡业股份披露2025年第一季度业绩预告，公司预计实现归属于上市公司股东的净利润 （以下简称"净利润"）为4.7亿元—5.3亿元，同比增长44.06%—62.45%。锡、铜、锌等金属市场价格同 比上涨，是公司业绩增长的主要原因。 长江商报记者注意到，锡业股份是全球锡、铟双龙头。自2005年以来，公司锡产销量稳居全球第一， 2024年全球市场占有率升至25.03%。 2017年以来，锡业股份一直处于盈利状态，并在2021年创下业绩新高，当年实现营业收入538.4亿元、 净利润28.17亿元。 锡价震荡走高，锡业股份（000960.SZ）业绩高增。 2024年，锡业股份有色金属总产量达36.10万吨，其中锡8.48万吨、铜13.03万吨、锌14.40万吨，总产量 及锡、锌产量均创历史新高。 锡价震荡走高带动净利增长 根据业绩预告，2025年第一季度，锡业股份预计净利润为4.7亿元—5.3亿元，同比增长44.06%— 62.45%；扣非净利润为4.64亿元—5.24亿元，同比增长52.68%—72.42%。 锡业股份表示，报告期内，主要产品锡、铜、锌等金属市场价格同 ...

Market Performance - The three major U.S. stock indices closed higher, with the Dow Jones up 0.78% at 40,524.79 points, the S&P 500 up 0.79% at 5,405.97 points, and the Nasdaq up 0.64% at 16,831.48 points [1] - European stock indices also closed higher, with the German DAX up 2.85% at 20,954.83 points, the French CAC40 up 2.37% at 7,273.12 points, and the UK FTSE 100 up 2.14% at 8,134.34 points [1] Sector Performance - Large-cap tech stocks showed mixed results, with Apple rising over 2%, Google up more than 1%, while Microsoft fell 0.16%, Nvidia down 0.2%, Amazon down over 1%, and Facebook down more than 2% [1] - Popular Chinese concept stocks generally rose, with MGI Tech up over 19%, Canaan up more than 10%, EHang up over 8%, and JD Health up over 8% [1] Commodity Prices - International oil prices saw slight increases, with WTI crude oil up 0.10% at $61.56 per barrel and Brent crude oil up 0.09% at $64.82 per barrel [1] - International precious metals futures closed mixed, with COMEX gold futures down 0.55% at $3,226.8 per ounce and COMEX silver futures up 1.14% at $32.275 per ounce [1] Currency and Bond Markets - The U.S. dollar index fell 0.1% to 99.69, while the offshore RMB against the U.S. dollar dropped 308 basis points to 7.3121 [1] - U.S. Treasury yields fell across the board, with the 2-year yield down 11.29 basis points to 3.8429%, the 10-year yield down 11.56 basis points to 4.372%, and the 30-year yield down 6.22 basis points to 4.8101% [1] - European bond yields also generally declined, with the UK 10-year yield down 9.7 basis points to 4.657%, the French 10-year yield down 8 basis points to 3.269%, and the German 10-year yield down 5.8 basis points to 2.507% [1]

金十期货4月14日讯，伦敦金属交易所（LME）有色金属库存及变化如下： LME有色金属库存日报 1. 铜库存207825吨，减少950吨。 2. 铝库存440150吨，减少2075吨。 3. 镍库存204372吨，减少120吨。 4. 锌库存117300吨，减少2050吨。 5. 铅库存257325吨，增加9900吨。 6. 锡库存3090吨，减少50吨。 ...

Summary of LME Registered and Cancelled Warehouse Receipts Core Insights - The London Metal Exchange (LME) reported changes in registered and cancelled warehouse receipts for various metals, indicating fluctuations in inventory levels and market activity [1]. Group 1: Copper - Registered copper warehouse receipts totaled 122,050 tons, with cancelled receipts at 89,875 tons, resulting in a decrease of 3,025 tons [1]. Group 2: Aluminum - Registered aluminum warehouse receipts stood at 249,350 tons, while cancelled receipts were 200,150 tons, also reflecting a decrease of 3,025 tons [1]. Group 3: Nickel - Nickel registered warehouse receipts were at 189,120 tons, with cancelled receipts at 13,818 tons, remaining unchanged [1]. Group 4: Zinc - Zinc registered warehouse receipts amounted to 59,075 tons, with cancelled receipts at 64,075 tons, showing a decrease of 2,925 tons [1]. Group 5: Lead - Lead registered warehouse receipts were 106,225 tons, with cancelled receipts at 129,500 tons, remaining unchanged [1]. Group 6: Tin - Tin registered warehouse receipts totaled 2,770 tons, with cancelled receipts at 450 tons, indicating a decrease of 265 tons [1].

Global Market Performance - Global stock markets experienced significant declines over the past week, with all 19 major indices falling, particularly the Italian FTSE MIB and Nasdaq, which dropped over 10% [3] - The S&P 500, Nikkei 225, German DAX, and French CAC40 also saw declines exceeding 5%, while China's A-share Shanghai Composite Index was the most resilient, only slightly down by 0.28% [3] Technology Sector Impact - Major technology companies, including Nvidia, Apple, Amazon, and Facebook, faced substantial losses, each dropping over 10% in the past week, with Apple hitting a nearly one-year low and others reaching six-month lows [6] Commodity Market Trends - The commodity market experienced volatility, particularly in metals and energy, with COMEX silver and copper plunging over 14%. NYMEX crude oil and ICE Brent oil fell by 10.15% and 9.21%, respectively, while gold remained relatively stable with a decline of less than 2% [9] Tariff Policy Analysis - Analysts suggest that the "reciprocal tariffs" may signal the beginning of a new wave of market turmoil rather than a resolution, emphasizing that the focus should be on negotiation rather than the direct economic impact of tariffs [11] - China's position in the tariff negotiations is strengthening due to its industrial upgrades and international expansion, allowing it to focus on its economic development without being overly influenced by U.S. tariff policies [11] Economic Outlook and Ratings Adjustments - UBS Global Wealth Management downgraded its rating on U.S. stocks from "attractive" to "neutral," significantly lowering the S&P 500 year-end target from 6400 to 5800 points due to profit forecast and valuation risks [12] - Other investment banks, including Barclays and Deutsche Bank, warned that continued implementation of tariffs could increase the risk of a recession in the U.S. economy this year [12]

4月3日晚间，在上交所上市的东鹏饮料发布公告称，已向中国香港联交所递交了发行H股股票并在香港 联交所主板挂牌上市的申请。券商中国记者统计发现，这是2025年以来，第14家宣布向港交所递表的 A股公司。若算上正在筹划H股上市的，则足有25家，其中不乏千亿市值龙头。 自去年香港联交所宣布优化新上市申请审批流程，尤其针对合资格A股公司提供"快速审批"通道后，A股 公司正在扎堆涌向H股。尤其在全球聚焦中国科技资产重估主线的背景下，国内科技创新、出海优势、明 星头部企业正加速港股上市步伐，有望在国际资本市场吸引更多目光。 A股公司竞相递表 截至4月3日，2025年已有14家A股公司表示已向香港联交所递交H股上市申请，若算上正在筹划H股上市 但尚未递表的，则足有25家，其中包括宁德时代、恒瑞医药、海天味业等8家市值过千亿的A股明星企 业。 上述统计甚至还未包括像歌尔股份计划以子公司赴港IPO的情况。而在2024年，全年仅有7家A股公司向 香港联交所递表。 从企业规模来看，目前筹划赴港的A股企业市值不小，其中不少是行业龙头。 截至4月3日收盘，上述25家A股公司中，宁德时代市值最高为10704亿元（人民币，下同）；其次是恒 ...