恒生指数低开0.32%，恒生科技指数跌0.56%。紫金矿业、百度集团、阿里巴巴跌逾1%；蔚来涨近2%， 在上海建成500座充换电站。 ...

继今年4月份成功并购厄瓜多尔凯歌豪斯金矿之后，洛阳钼业再披露重大投资计划——12月15日，洛阳钼业宣布，将以总计10.15亿美元的对价收购加拿大矿 业企业Equinox Gold位于巴西四个金矿资产的100%权益。 据了解，今年是洛阳钼业加速布局全球优质资产与战略资源的关键一年。上半年，洛阳钼业进行管理层大调整，引进多位具有丰富海外并购经验的高管，再 次迈开了其海外资产并购的步伐。此次并购巴西金矿资产是洛阳钼业在黄金资源上又一重大战略布局，若交易顺利完成，其黄金业务年产量将新增约8吨。 摆脱困境顺利上市 洛阳钼业是一家全球化的大型有色金属矿业企业，业务覆盖多大洲，在行业内处于全球领先地位。2007年，公司在港交所挂牌上市，2012年又登陆上交所， 完成"A+H"两地上市布局。 以洛阳钼业目前的营收规模与资产总额来看，很难想象其曾经也是一家濒临破产的企业。洛阳钼业的前身是原冶金部在河南省洛阳市栾川县设立的小型钼选 厂。栾川县地处山区，矿产资源丰富，尤其是钼矿探明储量世界第三、亚洲第一。这为洛阳钼业的前身提供了得天独厚的资源条件。 1996年至2002年，国内外钼价持续低迷，市场需求不足，导致企业产品销售困难，收 ...

矿业ETF（561330）跟踪的是有色矿业指数（931892），该指数从市场中选取涉及铜、铝、铅锌、稀有 金属等矿产资源开采与加工业务的上市公司证券作为指数样本，以反映有色金属矿业相关上市公司证券 的整体表现。该指数具有较强的周期性和商品价格敏感性，能够较好地体现有色金属矿业板块的市场走 势。 风险提示：提及个股仅用于行业事件分析，不构成任何个股推荐或投资建议。指数等短期涨跌仅供参 考，不代表其未来表现，亦不构成对基金业绩的承诺或保证。观点可能随市场环境变化而调整，不构成 投资建议或承诺。提及基金风险收益特征各不相同，敬请投资者仔细阅读基金法律文件，充分了解产品 要素、风险等级及收益分配原则，选择与自身风险承受能力匹配的产品，谨慎投资。 平安证券指出，上周海外铜铝价格分别上涨1.5%和下跌0.6%，国内铜铝价格分别上涨1.4%和下跌 0.8%，氧化铝价格下跌3.7%。周内铜铝价格分别再创11952美元/吨和22395元/吨的历史新高以及阶段新 高。供给方面，此前艾芬豪公布的2026年产量指引相比今年几乎持平，嘉能可将2026年指引由93万吨调 至84万吨。库存方面，美国囤货延续，LME和SHFE铜库存维持历史 ...

Group 1 - Peru's copper production in October increased by 4.8% year-on-year, reaching 248,192 tons [1] - From January to October, Peru's total copper production was 2,296,587 tons, reflecting a year-on-year increase of 3% [1] - Peru is currently the third-largest copper producer globally, following the Democratic Republic of the Congo and Chile [2] Group 2 - In October, Peru's zinc production rose by 30.9% year-on-year to 134,029 tons [2] - The lead production in October was 26,955 tons, showing a year-on-year increase of 4.9% [2] - Tin production in October reached 3,094 tons, with a significant year-on-year increase of 31.7% [2] Group 3 - China's copper industry faces three major challenges: increasing dependence on foreign upstream resources, excess capacity in the midstream processing sector, and downstream demand being suppressed by high copper prices [3] - To assist the industry in addressing these challenges, a bilingual version of the "2026 China Copper Industry Chain Distribution Map" has been compiled [3]

（文华综合） 秘鲁央行公布的数据显示，秘鲁10月出口铜28.28万吨、锡2,900吨、金54.88万盎司、精炼银300盎司、 铅10.9万吨和锌11.86万吨。 ...

注：如提及个股仅供参考，不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考，不预示 未来表现。市场观点随市场环境变化而变动，不构成任何投资建议或承诺。文中提及指数仅供参考，不 构成任何投资建议，也不构成对基金业绩的预测和保证。如需购买相关基金产品，请选择与风险等级相 匹配的产品。基金有风险，投资需谨慎。 每日经济新闻 中信建投指出，全球宏观经济与地缘政治不确定性加剧，凸显了战略矿产资源在安全保障与价格弹性方 面的投资价值。铜、铝、黄金三大品种的中长期配置逻辑清晰：铜受益于矿端供应紧张与绿色经济需求 拉动，全球铜矿供应扰动频发，国内冶炼产能主动收缩，供需缺口持续扩大；铝受限于国内产能天花板 锁定于4500万吨/年，云南枯水期限产常态化，海外供应风险升温，行业整合加速凸显优质产能稀缺 性。需求端双轮驱动，新能源领域爆发式增长，传统领域韧性仍存，出口结构优化。政策与流动性共 振，美联储12月降息概率上升，美元走弱缓解金属价格金融属性压制，国内政策推动行业技术升级，龙 头企业份额有望提升。黄金则具备对冲风险及通胀的独特属性，央行购金持续，避险需求与稀缺性凸 显。 矿业ETF（561330）跟踪的是有色矿业指数 ...

Core Viewpoint - China Metallurgical Group Corporation (China MCC) announced the sale of assets worth 60.68 billion yuan to China Minmetals Corporation and its wholly-owned subsidiary, Minmetals Real Estate Holdings Limited, aiming to optimize its business structure and enhance profitability [1][2] Group 1: Transaction Details - The transaction involves the sale of 100% equity in MCC Real Estate and related debts to Minmetals Real Estate Holdings, as well as the sale of 100% equity in several subsidiaries, including Nonferrous Institute and MCC Copper Zinc, to China Minmetals [1] - This transaction is classified as a related party transaction but does not constitute a major asset restructuring [1] Group 2: Strategic Focus Post-Transaction - After the transaction, China MCC will be positioned as a core platform under China Minmetals, focusing on engineering contracting, metallurgy engineering, and emerging industries [2] - The funds obtained from the transaction will be primarily used to strengthen core businesses in metallurgy construction and support new industrialization and urbanization efforts [2] Group 3: Financial Performance - For the first three quarters of 2025, China MCC reported a revenue of 335.09 billion yuan, a year-on-year decrease of 18.79%, and a net profit attributable to shareholders of 3.97 billion yuan, down 41.88% [2] - The decline in performance is attributed to external factors such as decreased demand in the steel industry, sluggish growth in the construction sector, and significant adjustments in the real estate industry, along with internal factors related to business restructuring [2]

此次新规的核心争议点集中在出口特许权使用费的核算细节上。一位匿名矿业高管向媒体透露，行业普 遍困惑于预缴的10%特许权使用费计算基准——企业迫切希望明确，该费用是否会扣除2月出口禁令实 施前最后一次出口的交易金额，这直接关系到企业的资金占用成本。据了解，刚果(金)自10月16日起实 施钴出口配额制时，便要求企业在发运前预缴10%销售价值的特许权使用费，此次最新规定未对核算基 准作出明确说明，加剧了企业的观望情绪。 消息面上，据矿权资源网报道，12月8日市场消息，全球最大钴供应国刚果(金)出台的最新钴出口规 定，正引发全球矿业及锂电产业链的广泛担忧。该国自10月以配额制替代出口禁令后，新增的临时特许 权使用费要求及复杂流程，让本就紧绷的钴供应链再添不确定性，而此前钴价已从年初低谷实现翻倍上 涨。 洛阳钼业（603993）(03993)午后跌超7%，截至发稿，跌6.74%，报17.86港元，成交额10.37亿港元。 ...

消息面上，12月8日晚，中国中冶公告，公司拟将所持有的中冶置业100%的股权及公司对中冶置业的 标的债权一并出售给五矿地产控股，将所持有的有色院、中冶铜锌、瑞木管理100%的股权和中冶金吉 67.02%的股权出售给中国五矿；公司控股子公司中国华冶拟将其持有的华冶杜达100%的股权出售给 中国五矿或其指定主体。根据中水致远出具的评估报告并经各方友好协商，本次交易价格为606.76亿 元。 编辑 ｜ 钉钉 | G | | 中国中冶(1618) | | | | | --- | --- | --- | --- | --- | --- | | | | 12-09 10:04:53 通 | | | | | 1.900 | 额 4.58亿 | 股本 207.24亿 | 南图书 | 17.8 | 万得 | | -0.480 -20.17% | 换 8.20% | 市值 656亿 | 市净 | 0.34 | 200 | | A股 3.06 -0.33 -9.73% | | | | | 溢价(A/H) +77.02% | | 分时 王日 | 日K | 園K | 月K | | 申示 (0) | | 膏加 | | | 均价:1.94 ...

Group 1 - The non-ferrous metal industry is benefiting from improved liquidity expectations and supportive supply-demand dynamics [1] - Copper prices have surged significantly due to expectations of Federal Reserve interest rate cuts, with a consensus on tight supply reinforcing a supercycle logic [1] - The aluminum processing operating rate has increased to 62.3% month-on-month, with both primary and recycled alloy sectors performing strongly due to automotive demand [1] Group 2 - Precious metals are experiencing price increases driven by optimistic liquidity expectations, with silver showing significant gains due to low inventory levels [1] - In the energy metals sector, lithium demand remains strong, although salt lake production is seasonally declining, while cobalt raw materials are tight, supporting prices [1] - Light rare earth prices are rising due to favorable policies and demand, while heavy rare earth prices are declining due to relaxed supply [1] Group 3 - The mining ETF (561330) tracks the non-ferrous mining index (931892), which includes listed companies involved in the mining and processing of copper, aluminum, lead, zinc, and rare metals [1] - This index exhibits strong cyclical characteristics and effectively reflects the operational status of China's non-ferrous metal industry [1]