昨夜美国就业数据低于预期，美联储12月降息概率提升，欧美股市都小涨，今天亚太市场也是涨多跌 少，甚至港股尾盘也拉升，但是A股表现较差，虽然五大指数里红了三个，甚至双创涨幅都超过1%， 但盘面依然很弱。我统计了本周情况： 周一3400上涨，1900下跌；周二1500上涨，3700下跌；周三 1400上涨，3900下跌；周四是1400上涨，3900下跌，这整周四分之三都是跌多涨少，差不多和上上周走 势类似。 …… 这是简版按语，全文在下面的链接里 …… 好不容易上周缓和一下，本周又开启地狱模式，今天更为严重：一方面是大小分化厉害，沪深黄线领 跌，临近尾盘开口都还在放大，沪深300涨了0.34%，微盘股跌了1.7%，赚钱效应极差，反差让人不 适。另一方面，市场涨跌很不对称，领涨板块有两条主线，一个是太空算力和商业航天，另一个是人形 机器人，其实市场利好都还是比较突出的，但它们平均涨幅只有1.3%，领跌板块飞船密集，平均跌幅 超过3%。 …… 12月中旬有高层经济会议，今天有报道提到预期，中国日报引用 · 收盘来看，五大指数全天探底回升收盘涨跌不一。沪指下跌0.06%，深证成指涨0.40%，创业板指涨 1.01%，科 ...

证券时报·数据宝统计，MONGOLMINING在港交所公告显示，12月4日以每股10.850港元至11.000港元 的价格回购35.10万股，回购金额达384.16万港元。该股当日收盘价11.080港元，上涨0.09%，全天成交 额3365.49万港元。 今年以来该股累计进行23次回购，合计回购1986.90万股，累计回购金额1.26亿港元。（数据宝） MONGOL MINING回购明细 （文章来源：证券时报网） | 2025.04.08 | 327.00 | 4.960 | 4.790 | 1600.08 | | --- | --- | --- | --- | --- | | 2025.01.22 | 13.50 | 7.410 | 7.410 | 100.04 | | 2025.01.16 | 280.20 | 6.780 | 6.410 | 1864.51 | | 日期 | 回购股数（万股） | 回购最高价（港元） | 回购最低价（港元） | 回购金额（万港元） | | --- | --- | --- | --- | --- | | 2025.12.04 | 35.10 | 11.000 | 10.85 ...

财务数据显示，2022—2024年以及2025年上半年，马矿股份实现营业收入分别约20.57亿元、19.62亿 元、20.5亿元、10.45亿元；对应实现归属净利润分别约6.59亿元、6.51亿元、6.64亿元、3.62亿元。 据了解，马矿股份是一家长期从事铁矿资源开发及综合利用的企业，主营铁矿石的采选、综合利用及铁 精粉、钼精矿销售，石灰石的开采和销售。 北京商报讯（记者 马换换 李佳雪）12月4日晚间，上交所官网显示，福建马坑矿业股份有限公司（以下 简称"马矿股份"）主板IPO获得受理。 本次冲击上市，马矿股份拟募集资金约10亿元，扣除发行费用后，将投资于马坑铁矿采选扩能工程项 目。 ...

Group 1 - Major U.S. stock index futures show mixed performance, with Dow futures up 0.06%, S&P 500 futures down 0.01%, and Nasdaq futures down 0.06% [1] - Chinese concept stocks mostly rise in pre-market trading, with notable increases from Baidu (up 1.19%), Li Auto (up 1.77%), Bilibili (up 3.01%), NIO (up 3.34%), and Xpeng Motors (up 3.86%) [1] - Coinbase is collaborating with several major U.S. banks to advance pilot projects focused on stablecoins, custody services, and trading, indicating a growing acceptance of digital assets on Wall Street [1] Group 2 - Rio Tinto has raised its copper production target for 2025 to between 860,000 and 875,000 tons, up from a previous forecast of 780,000 to 850,000 tons, and plans to restructure its business to focus on three core areas: iron ore, copper, and aluminum and lithium [2] - The European Commission is planning a new antitrust investigation into Meta regarding the integration of "Meta AI" into WhatsApp [2] Group 3 - President Trump announced a reduction in fuel economy standards for light vehicles, lowering the requirement to approximately 34.5 miles per gallon, significantly below the current standard of 50.4 miles per gallon, aiming to ease consumer costs and protect jobs in the U.S. auto industry [3] - OpenAI's CEO Sam Altman has explored the possibility of acquiring a rocket company to compete with Elon Musk's SpaceX, with potential investments reaching billions of dollars [3] Group 4 - Robotics stocks are gaining strength as the Trump administration plans to accelerate the development of robotics technology, with Nauticus Robotics up 31.41% and Serve Robotics up 3.14% [4] - Salesforce reported Q3 earnings of $3.25 per share, exceeding expectations, with revenue growth of 8.6% to $10.3 billion, and raised its revenue forecast for the fiscal year to between $41.45 billion and $41.55 billion [4]

每经记者：岳楚鹏 每经编辑：兰素英 ① 【三大期指涨跌不一】道指期货涨0.06%、标普500指数期货跌0.01%、纳指期货跌0.06%。 ⑨ 【Q3业绩超预期且财务展望上调，Salesforce涨近2%】当地时间12月3日，Salesforce Q3财报显示， 公司每股收益3.25美元，超过彭博社预期的2.86美元。收入同比增长8.6%至103亿美元，略高于预期。 本财年收入预计将达到414.5亿美元至415.5亿美元，高于此前预期的411亿美元至413亿美元。Salesforce 表示，支撑这一乐观展望的是对公司AI agent平台需求强劲增长的预测。截至发稿，Salesforce上涨 1.9%。 ⑩ 北京时间21:30，美国初请失业金人数发布。 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前核实。据此操作，风险自担。 ② 【中概股多数上涨】中概股盘前多数上涨。截至发稿，百度上涨1.19%，理想汽车上涨1.77%，哔哩 哔哩上涨3.01%，蔚来汽车上涨3.34%，小鹏汽车上涨3.86%。 ③ 【Coinbase透露正与多家美国大行合作推进加密货币试点】当地时间12月3日，Coinbase CEO ...

智通财经APP讯，MONGOL MINING(00975)发布公告，于2025年12月4日，该公司斥资384.16万港元回 购35.1万股股份，每股回购价格为10.85-11港元。 ...

Core Viewpoint - China Uranium Industry officially listed on the Shenzhen Stock Exchange, marking a significant milestone for the company as a key player in the domestic nuclear industry and a supplier of natural uranium [1][2] Group 1: Listing Performance - The company issued 248.18 million shares at a price of 17.89 CNY per share, with a first-day opening price of 62.00 CNY, peaking at 80.00 CNY before closing at 67.99 CNY, representing a 280.04% increase [1] - The trading volume reached 1.226 million hands, with a total transaction value of 8.089 billion CNY and a turnover rate of 77.55%, resulting in a total market capitalization of 140.616 billion CNY [1] Group 2: Company Mission and Strategy - The company emphasizes its role as a national team for natural uranium supply, focusing on technological innovation and transitioning to third-generation green in-situ leaching uranium extraction methods [2][3] - The company aims to enhance its global presence and strategic resource security through capital empowerment, aligning with national energy security and carbon neutrality goals [2] Group 3: Technological Capabilities - China Uranium Industry has developed core technologies for various uranium mining methods, including sandstone and hard rock uranium mining, and has established a comprehensive organizational and technical system for natural uranium operations [3] - The company has successfully tackled challenges in uranium extraction, forming a technical system characterized by CO2+O2 third-generation in-situ leaching technology [3] Group 4: Fundraising and Investment Projects - The company plans to raise approximately 4.44 billion CNY, with a net amount of about 4.363 billion CNY after deducting issuance costs, to fund various uranium production and resource utilization projects [4][5] - Key projects include enhancing domestic uranium production capacity, comprehensive utilization of radioactive co-associated mineral resources, and expanding into tantalum and niobium resource sectors [5]

天眼查App显示，近日，宜宾安歌矿业有限公司成立，法定代表人为段淑婷，注册资本10万人民币，经 营范围为一般项目：常用有色金属冶炼；有色金属铸造；有色金属压延加工；有色金属合金销售；选 矿；稀有稀土金属冶炼；专用化学产品制造（不含危险化学品）；专用化学产品销售（不含危险化学 品）；固体废物治理；金银制品销售；非金属废料和碎屑加工处理；非金属矿及制品销售；非金属矿物 制品制造；金属矿石销售；矿物洗选加工；建筑材料销售；轻质建筑材料制造；轻质建筑材料销售；新 型建筑材料制造（不含危险化学品）；建筑砌块制造；建筑砌块销售。（除依法须经批准的项目外，凭 营业执照依法自主开展经营活动）（涉及国家规定实施准入特别管理措施的除外）。 ...

高盛认为，近期铜价上涨主要基于对未来市场紧缺的预期，而非当前基本面支撑，预计2026年铜价将在1万至1.1万美元区间震荡。该行预测今年铜供应 将比需求多出约50万吨，2026年逐步趋于平衡，真正的短缺要到2029年才会出现。 在最新发布的研报中，高盛的Aurelia Waltham分析师团队写道， 近期铜价上涨主要基于对未来市场紧缺的预期，而非当前基本面支撑。该行预计今年 铜供应将比需求多出约50万吨，铜短缺要到2029年才会出现。 高盛将2026年上半年伦敦金属交易所（LME）铜均价预测上调至10,710美元，反映美国潜在关税政策推动铜流入的影响，但下半年或有小幅回调。此 外，美国以外地区的"极低"库存问题可通过更高的地区升水和更紧的伦敦金属交易所（LME）价差得到缓解。 LME铜价周三在创下每吨1.154万美元的历史新高，主要由于市场担心美国征收关税前金属大量涌入造成全球供应紧张。周四亚太地区矿业股跟随走 高，洛阳钼业A股一度上涨6%，Capstone Copper澳洲股票一度涨8.2%。 铜仍被高盛视为工业金属中的"首选"，受全球电网与能源基础设施投资拉动，长期供需结构趋紧，但短期内市场仍处于小幅过剩状 ...

Group 1: Company Background and Strategic Moves - The company is a traditional chlor-alkali chemical enterprise, operating in a cyclical industry with significant scale benefits, and is actively seeking business transformation to improve profitability [2] - The acquisition of the bankrupt Limu Mining Company was deemed strategically valuable and aligned with the company's overall development strategy [2][3] Group 2: Current Operations and Developments - Significant resources have been invested in the resumption of operations at Limu Mining, including underground dredging and road construction, with plans to expedite project construction and production [3] - The company has received safety facility design review opinions for a mining project with a capacity of 600,000 tons per annum, and is currently preparing construction plans and approval procedures [3] Group 3: Resource Management and Product Development - Exploration and resource increase are core activities, with ongoing efforts to ensure resource security for stable future production capacity [3] - The company is actively developing quartz sand products as part of its business transformation, focusing on market expansion and customer development [3] Group 4: Industry Challenges and Future Plans - The chlor-alkali industry is facing intense competition, and the company is currently in a loss-making state due to lack of resource advantages [3] - Plans to enhance product value and improve profitability through supply chain adjustments and product structure optimization are underway [3] Group 5: Incentive Plans - The company will adhere to regulatory requirements and disclosure obligations if any equity incentive plans are implemented in the future [3]