进一步统计，近3个月内该股累计发生4笔大宗交易，合计成交金额为1293.24万元。该股近5个交易日累 计上涨0.68%，主力资金合计净流出4312.15万元。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 12月18日，盛屯矿业（维权）收跌0.22%，收盘价为13.31元，发生1笔大宗交易，合计成交量16.39万 股，成交金额201.92万元。 第1笔成交价格为12.32元，成交16.39万股，成交金额201.92万元，溢价率为-7.44%，买方营业部为东吴 证券股份有限公司江阴长江路证券营业部，卖方营业部为东吴证券股份有限公司江阴长江路证券营业 部。 责任编辑：小浪快报 ...

Core Viewpoint - The company, Western Mining (601168.SH), has obtained a mining license for the Itwen Chahanxi C5 polymetallic iron mine, which is expected to enhance its resource reserves and market competitiveness in the iron resource sector [1] Group 1: License Acquisition - The company's wholly-owned subsidiary, Golmud West Mining Resources Development Co., has received the mining license from the Qinghai Provincial Natural Resources Department [1] - The mining area is located in the Haixi Mongolian and Tibetan Autonomous Prefecture of Qinghai Province, focusing on the extraction of iron, sulfur, copper, zinc, lead, and gold [1] Group 2: Resource Details - The Itwen Chahanxi C5 polymetallic iron mine has a resource volume of 20.07 million tons, with an average grade of 31.59% iron [1] - The mine also contains associated metal resources, including 76,100 tons of copper, 60,400 tons of zinc, and 2.86 tons of gold [1] Group 3: Strategic Importance - The acquisition of the mining license is a foundational step for the company's sustainable development in the iron resource sector, enhancing its ability to integrate and develop iron resources [1] - This development is expected to improve the company's risk resistance and market competitiveness, positively impacting its long-term growth [1]

Core Viewpoint - The company has obtained a mining license for the Itwen Chahanxi C5 polymetallic iron mine, which is crucial for its sustainable development in the iron resource sector [1] Group 1: Company Developments - The wholly-owned subsidiary, Geermu West Mining Resources Development Co., has received the mining license from the Qinghai Provincial Natural Resources Department [1] - The Itwen Chahanxi C5 polymetallic iron mine has a resource volume of 20.07 million tons with an average grade of 31.59% iron [1] - The mine also contains associated metals, including 76,100 tons of copper, 60,400 tons of zinc, and 2.86 tons of gold [1] Group 2: Strategic Implications - The acquisition of the mining license is expected to enhance the company's risk resistance and market competitiveness [1] - This development is seen as a foundational step for the company to integrate and develop its iron resource sector, providing essential resource reserves for future growth [1]

Group 1 - Xinjiang Xinxin Mining (03833) saw a stock price increase of over 12%, currently trading at 2.3 HKD with a transaction volume of 10.1656 million HKD [1] - The Indonesian Nickel Miners Association (APNI) announced a significant reduction in nickel ore production targets for 2026, estimating a production of approximately 250 million tons, down from 379 million tons in 2025 [1] - APNI Secretary General Medi Katrin Lunky explained that the lowered production plan aims to prevent further declines in nickel prices [1] Group 2 - Xinjiang Xinxin Mining fully owns four nickel-copper mines: Kalatongke, Huangshandong, Huangshan, and Xiangshan, as well as two vanadium mines: Xianghejie and Mujiahe, and the Kalchaer fluorite mine [1]

格隆汇12月17日丨西部矿业(601168.SH)在互动平台表示，碳酸锂稳定在10万以上时，公司对锂资源公 司的投资收益可为正。 ...

Group 1 - The core viewpoint of the articles highlights a significant surge in silver prices, driven by supply-demand imbalances, macroeconomic conditions, and increased investment interest, marking silver as one of the most watched investment commodities of the year [1][2][3] - As of December 17, 2025, the silver market has seen a historic rally, with spot silver prices reaching $66.36 per ounce, a 4% increase, and COMEX silver futures peaking at $64.74 per ounce, reflecting a year-to-date increase of over 120%, significantly outpacing gold's approximately 60% rise [1][2] - The macroeconomic environment, including the Federal Reserve's interest rate cuts and the inclusion of silver in the U.S. critical minerals list, has bolstered silver's strategic value and liquidity [2][3] Group 2 - Short-term forecasts suggest that silver prices may experience high volatility due to profit-taking pressures following the Fed's expected rate cut, while ongoing tightness in the silver market could lead to significant price adjustments [2] - Long-term projections indicate that global silver supply will grow at a compound annual growth rate (CAGR) of only 1.2% from 2024 to 2027, constrained by rising production costs and limited supply elasticity, while demand in sectors like photovoltaics and electric vehicles is expected to grow at a CAGR of 2.9% [3] - The global silver supply-demand gap is anticipated to widen from 2025 onwards, reaching deficits of 5,347 tons in 2025, 6,223 tons in 2026, and 6,791 tons in 2027, supporting a sustained high pricing environment for silver [3]

Group 1 - The core viewpoint of the news highlights a strong performance in the non-ferrous metal sector, with significant gains in stocks such as Tianqi Lithium, Ganfeng Lithium, and Chifeng Jilong Gold [1] - Non-ferrous and mining-related ETFs have seen an approximate increase of 3% due to market influences [1] Group 2 - Specific ETF performance includes: - Non-ferrous Metal ETF (512400) at 1.769, up 3.15% - Non-ferrous 50 ETF (159652) at 1.534, up 3.02% - Non-ferrous Leader ETF (159876) at 0.913, up 3.05% - Mining ETF (561330) at 1.760, up 3.04% - Non-ferrous 60 ETF (159881) at 1.701, up 2.90% - Non-ferrous Metal ETF (159871) at 1.780, up 2.95% [2] - Brokerages forecast that copper and cobalt prices will continue to rise due to supply tightness, while lithium prices are expected to benefit from unexpected increases in energy storage demand [2] - Despite fluctuations in precious metal prices, the overall bullish outlook remains unchanged, supported by loose liquidity and increased efforts by countries to secure key resources [2]

汇丰研究又预计，五矿资源今年将实现全年约50万吨铜及约23万吨锌的产量指引，预计其2026年产量将 温和增长。但鉴于产量增长有限，盈利因铜价变动的敏感度仍相当高，预计铜价每变动1%，将导致 2026年盈利变动约1.7%。该行表示，由于第四季增长动能强劲，铜、锌产量稳定且金属价格走强，预 计五矿资源2026年产量将温和增长，Las Bambas矿区产量稳定，Kinsevere矿区的产量提升取决于电力供 应；又因铜基本面改善但短期上行空间有限，维持"持有"评级。 五矿资源(01208)盘中涨近3%，截至发稿，涨2.14%，报8.1港元，成交额2.01亿港元。 汇丰研究发布研报称，五矿资源的Las Bambas矿区在本季运作畅顺，预计今年第四季铜产量将超过10万 吨，且所有现场库存将于年底前售出。Kinsevere矿区的扩建按计划进行顺利，而随着新承包商运作趋 稳，Khoemacau矿区的产量预计将按季增加。Dugald River矿区和Rosebery矿区的表现则在本季保持稳 定，因大宗商品市场整体环境仍乐观，铜精矿供应紧张，锌价受季节性因素影响走高。 ...

Core Viewpoint - The announcement details the revocation of an administrative penalty against Hongtai Mining, a wholly-owned subsidiary of Yunnan Loping Zinc & Electric Co., Ltd, by the Puding County Natural Resources Bureau due to procedural violations in the penalty process [1][2]. Group 1: Revocation of Penalty - The Puding County Natural Resources Bureau issued an administrative penalty on June 9, 2025, for alleged illegal mining activities by Hongtai Mining, which was later revoked on December 15, 2025, due to procedural errors [1]. - The revocation was based on the violation of Article 64 of the Administrative Penalty Law of the People's Republic of China, which mandates that hearings must be conducted by personnel not involved in the investigation [1]. Group 2: Administrative Review Application - Following the initial penalty, Hongtai Mining filed for an administrative review within the legal timeframe. However, upon the revocation of the penalty, the company withdrew its review application on the same day it received the revocation notice [2]. Group 3: Fine Payment Status - Hongtai Mining complied with the penalty by paying a total of 19,115,042.10 yuan, which included fines for illegal mining activities at both the sandstone lead-zinc mine and the Yuhua lead-zinc mine [3]. - The company paid 15,929,201.79 yuan for illegal gains and 3,185,840.36 yuan as a fine for the sandstone lead-zinc mine, along with an additional fine of 1,162,087.10 yuan for the Yuhua lead-zinc mine [3]. Group 4: Future Disclosure Obligations - The company will closely monitor the developments regarding the administrative penalty and will fulfill its information disclosure obligations to protect the interests of the company and its shareholders [4].

智通财经APP获悉，五矿资源(01208)盘中涨近3%，截至发稿，涨2.14%，报8.1港元，成交额2.01亿港 元。 汇丰研究又预计，五矿资源今年将实现全年约50万吨铜及约23万吨锌的产量指引，预计其2026年产量将 温和增长。但鉴于产量增长有限，盈利因铜价变动的敏感度仍相当高，预计铜价每变动1%，将导致 2026年盈利变动约1.7%。该行表示，由于第四季增长动能强劲，铜、锌产量稳定且金属价格走强，预 计五矿资源2026年产量将温和增长，Las Bambas矿区产量稳定，Kinsevere矿区的产量提升取决于电力供 应；又因铜基本面改善但短期上行空间有限，维持"持有"评级。 汇丰研究发布研报称，五矿资源的Las Bambas矿区在本季运作畅顺，预计今年第四季铜产量将超过10万 吨，且所有现场库存将于年底前售出。Kinsevere矿区的扩建按计划进行顺利，而随着新承包商运作趋 稳，Khoemacau矿区的产量预计将按季增加。Dugald River矿区和Rosebery矿区的表现则在本季保持稳 定，因大宗商品市场整体环境仍乐观，铜精矿供应紧张，锌价受季节性因素影响走高。 ...